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CIK: 0001653253
Total reported value
—
$380.9M
165 檔
89.0%
In Q3 2024, Stuart Chaussee & Associates, Inc.'s U.S. equity holdings reached a combined market value of $380.9M, distributed across 165 disclosed stock positions.
In Q3 2024, Stuart Chaussee & Associates, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 7 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 38.77% | — | +7.50% | |
| 2 | PNOV | Innovator U.s. Equity Power | ETF-Other | 27.60% | -1.74% | EXIT | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 9.86% | -10.25% | EXIT | |
| 4 | PSEP | Innovator U.s. Equity Power | ETF-Other | 6.92% | -5.51% | EXIT | |
| 5 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 5.85% | -6.28% | EXIT | |
| 6 | PJUL | Innovator U.s. Equity Power | ETF-Other | 1.52% | -0.17% | EXIT | |
| 7 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 1.33% | -1.31% | EXIT | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.07% | -0.90% | EXIT | |
| 9 | POCT | Innovator U.s. Equity Power | ETF-Other | 1.00% | — | -1.69% | |
| 10 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.80% | -0.19% | EXIT | |
| 11 | ✓ | Stock-Other | 0.71% | — | +186.10% | ||
| 12 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.55% | -0.42% | EXIT | |
| 13 | ✓ | Innovator Power Buffer - Mar. | Stock-Other | 0.35% | -0.34% | EXIT | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.29% | -0.28% | EXIT | |
| 15 | XLK | Ss Technology Select Sector | ETF-Tech | 0.21% | -0.22% | EXIT | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.19% | -0.12% | EXIT | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.17% | -0.18% | EXIT | |
| 18 | ✓ | Powershares Qqq Trust Ser 1 | Stock-Other | 0.15% | -0.14% | EXIT | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 0.13% | -0.08% | EXIT | |
| 20 | ✓ | Stock-Other | 0.12% | -0.11% | EXIT | ||
| 21 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.12% | — | — | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.11% | -0.12% | EXIT | |
| 23 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.11% | -0.08% | EXIT | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.10% | -0.07% | EXIT | |
| 25 | ✓ | Stock-Other | 0.09% | -0.10% | EXIT | ||
| 26 | GAPR | Ft Vest US Equity Moderate B | ETF-Other | 0.08% | -0.07% | EXIT | |
| 27 | ✓ | Stock-Other | 0.08% | -0.13% | EXIT | ||
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.07% | -0.06% | EXIT | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.06% | — | — | |
| 30 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.06% | — | — | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 0.05% | -0.04% | EXIT | |
| 32 | ✓ | Stock-Other | 0.05% | -0.06% | EXIT | ||
| 33 | VICI | Vici Properties Inc | Stock-Real Estate | 0.04% | — | — | |
| 34 | ELV | Elevance Health Inc | Stock-Healthcare | 0.04% | — | — | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.04% | -0.04% | EXIT | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.04% | -0.04% | EXIT | |
| 37 | ✓ | Trane Technologies PLC | Stock-Other | 0.04% | — | — | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.04% | -0.07% | EXIT | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.04% | — | — | |
| 40 | VHT | Vanguard Health Care ETF | ETF-Other | 0.04% | — | — | |
| 41 | ✓ | Stock-Other | 0.04% | -0.05% | EXIT | ||
| 42 | FBIN | Fortune Brands Innovations I | Stock-Industrials | 0.04% | — | — | |
| 43 | ACN | Accenture plc | Stock-Tech | 0.04% | — | — | |
| 44 | ETN | Eaton Corporation plc | Stock-Industrials | 0.03% | — | — | |
| 45 | ✓ | Stock-Other | 0.03% | -0.05% | EXIT | ||
| 46 | ✓ | Stock-Other | 0.03% | — | — | ||
| 47 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.03% | — | — | |
| 48 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.03% | — | — | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.02% | — | — | |
| 50 | ✓ | Stock-Other | 0.02% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +1% | +7.50% | Add |
| 2 | ✓ | +0.4% | +186.10% | Add | |
| 3 | APD | Air Products & Chemicals Inc | +0.1% | +1102.54% | Add |
| 4 | VHT | Vanguard Health Care ETF | 0% | NEW | New buy |
| 5 | HD | Home Depot Inc | 0% | — | Unchanged |
| 6 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 7 | FBIN | Fortune Brands Innovations I | 0% | — | Unchanged |
| 8 | VBK | Vanguard Small-cap Grwth ETF | 0% | NEW | New buy |
| 9 | ✓ | 0% | — | Unchanged | |
| 10 | ACN | Accenture plc | 0% | — | Unchanged |
| 11 | SBUX | Starbucks CORP | 0% | — | Unchanged |
| 12 | DUK | Duke Energy CORP | 0% | — | Unchanged |
| 13 | VYM | Vanguard High Dvd Yield ETF | — | -2.69% | Trim |
| 14 | AAPL | Apple Inc | — | +0.04% | Add |
| 15 | PG | Procter & Gamble Co/the | — | +0.16% | Add |
| 16 | ✓ | — | — | Unchanged | |
| 17 | VICI | Vici Properties Inc | — | — | Unchanged |
| 18 | ✓ | Trane Technologies PLC | — | — | Unchanged |
| 19 | VTV | Vanguard Value ETF | — | — | Unchanged |
| 20 | LEN | Lennar Corp-a | — | — | Unchanged |
| 21 | IWF | Ishares Russell 1000 Growth | — | — | Unchanged |
| 22 | ✓ | — | +20.41% | Add | |
| 23 | ✓ | Powershares Qqq Trust Ser 1 | — | — | Unchanged |
| 24 | KO | Coca-cola Co/the | — | — | Unchanged |
| 25 | QCOM | Qualcomm Inc | — | — | Unchanged |
| 26 | ✓ | — | — | Unchanged | |
| 27 | CVX | Chevron CORP | — | — | Unchanged |
| 28 | GAPR | Ft Vest US Equity Moderate B | — | — | Unchanged |
| 29 | VTI | Vanguard Total Stock Mkt ETF | — | — | Unchanged |
| 30 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
| 31 | BA | Boeing Co/the | — | — | Unchanged |
| 32 | VOO | Vanguard S&p 500 ETF | — | — | Unchanged |
| 33 | SO | Southern Co/the | — | — | Unchanged |
| 34 | PJUL | Innovator U.s. Equity Power | 0% | — | Unchanged |
| 35 | PMAY | Innovator U.s. Equity Power | 0% | — | Unchanged |
| 36 | USMV | Ishares Msci USA Min Vol Fac | 0% | -66.70% | Trim |
| 37 | DGRO | Ishares Core Dividend Growth | 0% | -64.57% | Trim |
| 38 | ✓ | Innovator Power Buffer - Mar. | 0% | — | Unchanged |
| 39 | ✓ | 0% | — | Unchanged | |
| 40 | PAUG | Innovator U.s. Equity Power | 0% | — | Unchanged |
| 41 | ✓ | 0% | — | Unchanged | |
| 42 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 43 | ✓ | 0% | — | Unchanged | |
| 44 | BJAN | Innovator U.s. Equity Buffer | 0% | — | Unchanged |
| 45 | ✓ | 0% | -5.17% | Trim | |
| 46 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 47 | PSEP | Innovator U.s. Equity Power | -0.2% | -0.41% | Trim |
| 48 | IGM | Ishares Expanded Tech Sector | -0.2% | -1.01% | Trim |
| 49 | VGT | Vanguard Info Tech ETF | -0.4% | -0.62% | Trim |
| 50 | PNOV | Innovator U.s. Equity Power | -0.6% | +0.93% | Add |
According to official SEC Form 13F filings, Stuart Chaussee & Associates, Inc. reported a total U.S. public equity portfolio value of $380.9M across 165 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SGOV, PNOV, VGT) accounted for 89.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
VHT
市值: $138.0K
Top Position Liquidated / Trimmed
VGT
前期市值: $37.2M
During Q3 2024, Stuart Chaussee & Associates, Inc.'s top holdings by market value included SGOV (38.8%)、PNOV (27.6%)、VGT (9.9%). The largest single position, SGOV, represented 38.8% of total portfolio value.
In Q3 2024, Stuart Chaussee & Associates, Inc. made 16 total portfolio adjustments, initiating 2 new buys, adding to 7 positions, trimming 7 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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