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CIK: 0001653253
Total reported value
—
$403.4M
183 檔
82.9%
At the close of Q4 2024, Stuart Chaussee & Associates, Inc. disclosed equity holdings valued at approximately $403.4M, spread across 183 reported holdings.
In Q4 2024, Stuart Chaussee & Associates, Inc. displayed an active expansion posture, initiating 15 new positions and adding to 13 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BDEC | Innovator U.s. Equity Buffer | ETF-Other | 28.00% | — | — | |
| 2 | PNOV | Innovator U.s. Equity Power | ETF-Other | 25.86% | -1.74% | EXIT | |
| 3 | QDEC | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 12.26% | — | — | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 10.19% | -10.25% | EXIT | |
| 5 | PSEP | Innovator U.s. Equity Power | ETF-Other | 6.59% | -5.51% | EXIT | |
| 6 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 5.86% | -6.28% | EXIT | |
| 7 | PJUL | Innovator U.s. Equity Power | ETF-Other | 1.46% | -0.17% | EXIT | |
| 8 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 1.30% | -1.31% | EXIT | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.06% | -0.90% | EXIT | |
| 10 | POCT | Innovator U.s. Equity Power | ETF-Other | 1.02% | — | +6.38% | |
| 11 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.77% | -0.19% | EXIT | |
| 12 | KDEC | Inn US Sml Cap P B ETF - Dec | ETF-Other | 0.67% | — | — | |
| 13 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.48% | -0.42% | EXIT | |
| 14 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.37% | — | — | |
| 15 | ✓ | Innovator Power Buffer - Mar. | Stock-Other | 0.34% | -0.34% | EXIT | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | -0.28% | EXIT | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.19% | -0.18% | EXIT | |
| 18 | XLK | Ss Technology Select Sector | ETF-Tech | 0.18% | -0.22% | EXIT | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.14% | -0.12% | EXIT | |
| 20 | ✓ | Powershares Qqq Trust Ser 1 | Stock-Other | 0.14% | -0.14% | EXIT | |
| 21 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.12% | — | — | |
| 22 | ✓ | Stock-Other | 0.11% | -0.11% | EXIT | ||
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.11% | -0.12% | EXIT | |
| 24 | ✓ | Stock-Other | 0.11% | -0.13% | EXIT | ||
| 25 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.10% | -0.08% | EXIT | |
| 26 | ✓ | Stock-Other | 0.09% | -0.10% | EXIT | ||
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.09% | -0.08% | EXIT | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 0.09% | — | — | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.08% | -0.07% | EXIT | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.08% | -0.06% | EXIT | |
| 31 | GAPR | Ft Vest US Equity Moderate B | ETF-Other | 0.08% | -0.07% | EXIT | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.07% | -0.07% | EXIT | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.05% | -0.04% | EXIT | |
| 34 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.05% | — | — | |
| 35 | ✓ | Stock-Other | 0.05% | -0.08% | EXIT | ||
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.04% | — | -23.17% | |
| 37 | ✓ | Stock-Other | 0.04% | -0.06% | EXIT | ||
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.04% | -0.04% | EXIT | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.04% | -0.04% | EXIT | |
| 40 | ✓ | Stock-Other | 0.04% | -0.05% | EXIT | ||
| 41 | VICI | Vici Properties Inc | Stock-Real Estate | 0.04% | — | — | |
| 42 | ✓ | Trane Technologies PLC | Stock-Other | 0.04% | — | — | |
| 43 | ✓ | Stock-Other | 0.04% | — | +91.95% | ||
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.03% | — | — | |
| 45 | ✓ | Stock-Other | 0.03% | -0.05% | EXIT | ||
| 46 | ACN | Accenture plc | Stock-Tech | 0.03% | — | — | |
| 47 | ✓ | Stock-Other | 0.03% | -0.05% | EXIT | ||
| 48 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.03% | — | -99.91% | |
| 49 | VHT | Vanguard Health Care ETF | ETF-Other | 0.03% | — | — | |
| 50 | ELV | Elevance Health Inc | Stock-Healthcare | 0.03% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BDEC | Innovator U.s. Equity Buffer | +28% | NEW | New buy |
| 2 | QDEC | Ft Vest Nasdaq-100 Buffer Et | +12.3% | NEW | New buy |
| 3 | KDEC | Inn US Sml Cap P B ETF - Dec | +0.7% | NEW | New buy |
| 4 | TQQQ | Proshares Ultrapro Qqq | +0.4% | NEW | New buy |
| 5 | VGT | Vanguard Info Tech ETF | +0.3% | +3.26% | Add |
| 6 | GLD | Spdr Gold Shares | +0.1% | NEW | New buy |
| 7 | VOO | Vanguard S&p 500 ETF | 0% | +92.53% | Add |
| 8 | CAT | Caterpillar Inc | 0% | NEW | New buy |
| 9 | ✓ | 0% | NEW | New buy | |
| 10 | ✓ | 0% | +24.09% | Add | |
| 11 | ✓ | 0% | +133.05% | Add | |
| 12 | POCT | Innovator U.s. Equity Power | 0% | +6.38% | Add |
| 13 | AAPL | Apple Inc | 0% | +10.07% | Add |
| 14 | ACVF | American Conservative Values | 0% | NEW | New buy |
| 15 | EWS | Ishares Msci Singapore ETF | 0% | NEW | New buy |
| 16 | ✓ | 0% | +91.95% | Add | |
| 17 | AVGO | Broadcom Inc | 0% | +113.64% | Add |
| 18 | STXF | Strive 500 ETF | 0% | NEW | New buy |
| 19 | IGM | Ishares Expanded Tech Sector | 0% | -0.29% | Trim |
| 20 | VTV | Vanguard Value ETF | 0% | +27.52% | Add |
| 21 | AMZN | Amazon.com Inc | 0% | +150.00% | Add |
| 22 | ✓ | 0% | +31.27% | Add | |
| 23 | ISCV | Ishares Morningstar Small-ca | 0% | NEW | New buy |
| 24 | META | Meta Platforms Inc-class A | 0% | NEW | New buy |
| 25 | ✓ | 0% | +4500.00% | Add | |
| 26 | ORA | Ormat Technologies Inc | 0% | NEW | New buy |
| 27 | ENZL | Ishares Msci New Zealand ETF | 0% | NEW | New buy |
| 28 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | 0% | NEW | New buy |
| 29 | ✓ | — | — | Unchanged | |
| 30 | IWF | Ishares Russell 1000 Growth | — | — | Unchanged |
| 31 | VYM | Vanguard High Dvd Yield ETF | 0% | +5.42% | Add |
| 32 | ELV | Elevance Health Inc | 0% | — | Unchanged |
| 33 | UNP | Union Pacific CORP | 0% | EXIT | Sold out |
| 34 | ✓ | Innovator Power Buffer - Mar. | 0% | — | Unchanged |
| 35 | FBIN | Fortune Brands Innovations I | 0% | — | Unchanged |
| 36 | ✓ | Powershares Qqq Trust Ser 1 | 0% | -9.19% | Trim |
| 37 | CVX | Chevron CORP | 0% | -50.00% | Trim |
| 38 | MCD | Mcdonald's CORP | 0% | -23.17% | Trim |
| 39 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 40 | BJAN | Innovator U.s. Equity Buffer | 0% | — | Unchanged |
| 41 | XLK | Ss Technology Select Sector | 0% | -11.63% | Trim |
| 42 | PMAY | Innovator U.s. Equity Power | 0% | — | Unchanged |
| 43 | HD | Home Depot Inc | 0% | -24.01% | Trim |
| 44 | PG | Procter & Gamble Co/the | -0.1% | -19.48% | Trim |
| 45 | PJUL | Innovator U.s. Equity Power | -0.1% | — | Unchanged |
| 46 | PJAN | Innovator U.s. Equity Power | -0.1% | -9.44% | Trim |
| 47 | PSEP | Innovator U.s. Equity Power | -0.3% | -0.51% | Trim |
| 48 | ✓ | -0.7% | EXIT | Sold out | |
| 49 | PNOV | Innovator U.s. Equity Power | -1.7% | -3.24% | Trim |
| 50 | SGOV | Ishares 0-3 Month Treasury B | -38.7% | -99.91% | Trim |
According to official SEC Form 13F filings, Stuart Chaussee & Associates, Inc. reported a total U.S. public equity portfolio value of $403.4M across 183 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including BDEC, PNOV, QDEC) accounted for 82.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
BDEC
市值: $113.0M
Top Position Liquidated / Trimmed
前期市值: $2.7M
During Q4 2024, Stuart Chaussee & Associates, Inc.'s top holdings by market value included BDEC (28.0%)、PNOV (25.9%)、QDEC (12.3%). The largest single position, BDEC, represented 28.0% of total portfolio value.
In Q4 2024, Stuart Chaussee & Associates, Inc. made 41 total portfolio adjustments, initiating 15 new buys, adding to 13 positions, trimming 11 holdings, and fully liquidating 2 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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