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CIK: 0001653253
Total reported value
—
$401.4M
186 檔
77.2%
During the Q1 2025 filing period, Stuart Chaussee & Associates, Inc. (CIK: 0001653253) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $401.4M across 186 reported positions.
In Q1 2025, Stuart Chaussee & Associates, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PNOV | Innovator U.s. Equity Power | ETF-Other | 24.95% | -1.74% | EXIT | |
| 2 | BOCT | Innovator U.s. Equity Buffer | ETF-Other | 18.61% | — | — | |
| 3 | XBJA | Innovator US Eq Ac 9 Buff-j | ETF-Other | 15.10% | — | — | |
| 4 | ISEP | Innovator Intl Dev Eq Power | ETF-Other | 10.00% | — | — | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-Tech | 8.52% | -10.25% | EXIT | |
| 6 | PSEP | Innovator U.s. Equity Power | ETF-Other | 6.48% | -5.51% | EXIT | |
| 7 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 5.19% | -6.28% | EXIT | |
| 8 | PJUL | Innovator U.s. Equity Power | ETF-Other | 1.43% | -0.17% | EXIT | |
| 9 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 1.30% | -1.31% | EXIT | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.07% | -0.90% | EXIT | |
| 11 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.93% | — | -7.25% | |
| 12 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.77% | -0.19% | EXIT | |
| 13 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.52% | -0.42% | EXIT | |
| 14 | IOCT | Innovator Int Dev Power Buff | ETF-Other | 0.45% | — | — | |
| 15 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.43% | -0.44% | EXIT | |
| 16 | ✓ | Innovator Power Buffer - Mar. | Stock-Other | 0.34% | -0.34% | EXIT | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | -0.28% | EXIT | |
| 18 | SOXL | Direx Dail Semi Bu 3x Et-usd | ETF-Other | 0.19% | — | — | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.17% | -0.18% | EXIT | |
| 20 | XLK | Ss Technology Select Sector | ETF-Tech | 0.16% | -0.22% | EXIT | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.15% | -0.12% | EXIT | |
| 22 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.14% | — | -46.27% | |
| 23 | ✓ | Stock-Other | 0.13% | -0.11% | EXIT | ||
| 24 | ✓ | Powershares Qqq Trust Ser 1 | Stock-Other | 0.12% | -0.14% | EXIT | |
| 25 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.12% | — | — | |
| 26 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.10% | -0.08% | EXIT | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.10% | -0.12% | EXIT | |
| 28 | DMAX | Ishares Lg Cap Max Buff Dec | ETF-Other | 0.09% | -0.08% | EXIT | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.09% | -0.08% | EXIT | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.09% | -0.07% | EXIT | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.08% | -0.06% | EXIT | |
| 32 | ✓ | Stock-Other | 0.08% | -0.13% | EXIT | ||
| 33 | GAPR | Ft Vest US Equity Moderate B | ETF-Other | 0.08% | -0.07% | EXIT | |
| 34 | ✓ | Stock-Other | 0.08% | -0.10% | EXIT | ||
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.06% | -0.07% | EXIT | |
| 36 | ✓ | Stock-Other | 0.06% | -0.06% | EXIT | ||
| 37 | ✓ | Stock-Other | 0.06% | -0.08% | EXIT | ||
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.05% | — | — | |
| 39 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.04% | — | — | |
| 40 | VICI | Vici Properties Inc | Stock-Real Estate | 0.04% | — | — | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.04% | -0.04% | EXIT | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.04% | -0.04% | EXIT | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.04% | -0.04% | EXIT | |
| 44 | ELV | Elevance Health Inc | Stock-Healthcare | 0.03% | — | — | |
| 45 | ✓ | Trane Technologies PLC | Stock-Other | 0.03% | — | — | |
| 46 | VHT | Vanguard Health Care ETF | ETF-Other | 0.03% | — | — | |
| 47 | ✓ | Stock-Other | 0.03% | -0.05% | EXIT | ||
| 48 | ✓ | Stock-Other | 0.03% | -0.05% | EXIT | ||
| 49 | HII | Huntington Ingalls Industrie | Stock-Industrials | 0.03% | — | — | |
| 50 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.03% | — | -23.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PNOV | Innovator U.s. Equity Power | — | NEW | New buy |
| 2 | BOCT | Innovator U.s. Equity Buffer | — | NEW | New buy |
| 3 | XBJA | Innovator US Eq Ac 9 Buff-j | — | NEW | New buy |
| 4 | ISEP | Innovator Intl Dev Eq Power | — | NEW | New buy |
| 5 | VGT | Vanguard Info Tech ETF | — | NEW | New buy |
| 6 | PSEP | Innovator U.s. Equity Power | — | NEW | New buy |
| 7 | IGM | Ishares Expanded Tech Sector | — | NEW | New buy |
| 8 | PJUL | Innovator U.s. Equity Power | — | NEW | New buy |
| 9 | BJAN | Innovator U.s. Equity Buffer | — | NEW | New buy |
| 10 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 11 | POCT | Innovator U.s. Equity Power | — | NEW | New buy |
| 12 | PMAY | Innovator U.s. Equity Power | — | NEW | New buy |
| 13 | PJAN | Innovator U.s. Equity Power | — | NEW | New buy |
| 14 | IOCT | Innovator Int Dev Power Buff | — | NEW | New buy |
| 15 | NOC | Northrop Grumman CORP | — | NEW | New buy |
| 16 | ✓ | Innovator Power Buffer - Mar. | — | NEW | New buy |
| 17 | MSFT | Microsoft CORP | — | NEW | New buy |
| 18 | SOXL | Direx Dail Semi Bu 3x Et-usd | — | NEW | New buy |
| 19 | AAPL | Apple Inc | — | NEW | New buy |
| 20 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 21 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 22 | TQQQ | Proshares Ultrapro Qqq | — | NEW | New buy |
| 23 | ✓ | — | NEW | New buy | |
| 24 | ✓ | Powershares Qqq Trust Ser 1 | — | NEW | New buy |
| 25 | PAUG | Innovator U.s. Equity Power | — | NEW | New buy |
| 26 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 27 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 28 | DMAX | Ishares Lg Cap Max Buff Dec | — | NEW | New buy |
| 29 | HD | Home Depot Inc | — | NEW | New buy |
| 30 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 31 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 32 | ✓ | — | NEW | New buy | |
| 33 | GAPR | Ft Vest US Equity Moderate B | — | NEW | New buy |
| 34 | ✓ | — | NEW | New buy | |
| 35 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 36 | ✓ | — | NEW | New buy | |
| 37 | ✓ | — | NEW | New buy | |
| 38 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 39 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 40 | VICI | Vici Properties Inc | — | NEW | New buy |
| 41 | BAC | Bank Of America CORP | — | NEW | New buy |
| 42 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 43 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 44 | ELV | Elevance Health Inc | — | NEW | New buy |
| 45 | ✓ | Trane Technologies PLC | — | NEW | New buy |
| 46 | VHT | Vanguard Health Care ETF | — | NEW | New buy |
| 47 | ✓ | — | NEW | New buy | |
| 48 | ✓ | — | NEW | New buy | |
| 49 | HII | Huntington Ingalls Industrie | — | NEW | New buy |
| 50 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | New buy |
According to official SEC Form 13F filings, Stuart Chaussee & Associates, Inc. reported a total U.S. public equity portfolio value of $401.4M across 186 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including PNOV, BOCT, XBJA) accounted for 77.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
PNOV
市值: $100.2M
During Q1 2025, Stuart Chaussee & Associates, Inc.'s top holdings by market value included PNOV (24.9%)、BOCT (18.6%)、XBJA (15.1%). The largest single position, PNOV, represented 24.9% of total portfolio value.
In Q1 2025, Stuart Chaussee & Associates, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 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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