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CIK: 0001653253
Total reported value
—
$443.9M
180 檔
68.9%
In Q2 2025, Stuart Chaussee & Associates, Inc.'s U.S. equity holdings reached a combined market value of $443.9M, distributed across 180 disclosed stock positions.
In Q2 2025, Stuart Chaussee & Associates, Inc. displayed an active expansion posture, initiating 15 new positions and adding to 12 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 22.59% | -22.56% | EXIT | |
| 2 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 15.70% | — | +260037.33% | |
| 3 | XBAP | Innovator US Eqy Accel 9 Buf | ETF-Other | 11.79% | -11.73% | EXIT | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 9.51% | -10.25% | EXIT | |
| 5 | QJUN | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 9.27% | — | — | |
| 6 | BFAP | Ft Vest Btc Floor 15 Etf-apr | ETF-Other | 6.20% | — | — | |
| 7 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 5.81% | -6.28% | EXIT | |
| 8 | PSEP | Innovator U.s. Equity Power | ETF-Other | 5.66% | -5.51% | EXIT | |
| 9 | XTAP | Innovator US Eqty Accel Pl | ETF-Other | 2.40% | -1.80% | EXIT | |
| 10 | PNOV | Innovator U.s. Equity Power | ETF-Other | 1.75% | -1.74% | EXIT | |
| 11 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 1.28% | -1.31% | EXIT | |
| 12 | QTAP | Innovator Grw 100 Accl Plus | ETF-Other | 1.25% | — | — | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.89% | -0.90% | EXIT | |
| 14 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.46% | -0.42% | EXIT | |
| 15 | ✓ | Innovator Power Buffer - Mar. | Stock-Other | 0.40% | -0.34% | EXIT | |
| 16 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.38% | -0.44% | EXIT | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | -0.28% | EXIT | |
| 18 | BJUN | Innovator U.s. Equity Buffer | ETF-Other | 0.25% | -0.25% | EXIT | |
| 19 | BMAR | Innovator U.s. Equity Buffer | ETF-Other | 0.21% | -0.19% | EXIT | |
| 20 | XLK | Ss Technology Select Sector | ETF-Tech | 0.21% | -0.22% | EXIT | |
| 21 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.19% | -0.19% | EXIT | |
| 22 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.17% | -0.17% | EXIT | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.15% | -0.18% | EXIT | |
| 24 | XBOC | Innovator US Eqy Acc 9 Buff | ETF-Other | 0.14% | -0.14% | EXIT | |
| 25 | ✓ | Powershares Qqq Trust Ser 1 | Stock-Other | 0.13% | -0.14% | EXIT | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.12% | -0.12% | EXIT | |
| 27 | BAUG | Innovator U.s. Equity Buffer | ETF-Other | 0.12% | -0.11% | EXIT | |
| 28 | ✓ | Stock-Other | 0.12% | -0.11% | EXIT | ||
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.11% | -0.12% | EXIT | |
| 30 | ✓ | Stock-Other | 0.10% | -0.13% | EXIT | ||
| 31 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.10% | -0.07% | EXIT | |
| 32 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.09% | -0.08% | EXIT | |
| 33 | DMAX | Ishares Lg Cap Max Buff Dec | ETF-Other | 0.09% | -0.08% | EXIT | |
| 34 | ✓ | Stock-Other | 0.08% | -0.10% | EXIT | ||
| 35 | QTJA | Innovator Growth Acc Plus-j | ETF-Other | 0.08% | -0.08% | EXIT | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.08% | -0.08% | EXIT | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.08% | -0.07% | EXIT | |
| 38 | ✓ | Stock-Other | 0.07% | -0.08% | EXIT | ||
| 39 | GAPR | Ft Vest US Equity Moderate B | ETF-Other | 0.07% | -0.07% | EXIT | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.06% | -0.07% | EXIT | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.06% | -0.06% | EXIT | |
| 42 | ✓ | Stock-Other | 0.05% | -0.06% | EXIT | ||
| 43 | ✓ | Stock-Other | 0.05% | -0.05% | EXIT | ||
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.04% | -0.04% | EXIT | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.04% | -0.05% | EXIT | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.04% | -0.04% | EXIT | |
| 47 | ✓ | Trane Technologies PLC | Stock-Other | 0.04% | — | — | |
| 48 | ✓ | Stock-Other | 0.04% | -0.05% | EXIT | ||
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.04% | — | — | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.04% | -0.04% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BAPR | Innovator U.s. Equity Buffer | +22.6% | NEW | New buy |
| 2 | BFEB | Innovator U.s. Equity Buffer | +15.7% | +260037.33% | Add |
| 3 | XBAP | Innovator US Eqy Accel 9 Buf | +11.8% | NEW | New buy |
| 4 | QJUN | Ft Vest Nasdaq-100 Buffer Et | +9.3% | NEW | New buy |
| 5 | BFAP | Ft Vest Btc Floor 15 Etf-apr | +6.2% | NEW | New buy |
| 6 | XTAP | Innovator US Eqty Accel Pl | +2.4% | NEW | New buy |
| 7 | QTAP | Innovator Grw 100 Accl Plus | +1.3% | NEW | New buy |
| 8 | VGT | Vanguard Info Tech ETF | +1% | +0.90% | Add |
| 9 | IGM | Ishares Expanded Tech Sector | +0.6% | -0.04% | Trim |
| 10 | BJUN | Innovator U.s. Equity Buffer | +0.3% | NEW | New buy |
| 11 | BMAR | Innovator U.s. Equity Buffer | +0.2% | NEW | New buy |
| 12 | XBOC | Innovator US Eqy Acc 9 Buff | +0.1% | NEW | New buy |
| 13 | BAUG | Innovator U.s. Equity Buffer | +0.1% | NEW | New buy |
| 14 | PFEB | Innovator U.s. Equity Power | +0.1% | NEW | New buy |
| 15 | QTJA | Innovator Growth Acc Plus-j | +0.1% | NEW | New buy |
| 16 | ✓ | Innovator Power Buffer - Mar. | +0.1% | +22.91% | Add |
| 17 | MSFT | Microsoft CORP | +0.1% | — | Unchanged |
| 18 | XLK | Ss Technology Select Sector | +0.1% | +16.06% | Add |
| 19 | DELL | Dell Technologies -c | 0% | NEW | New buy |
| 20 | BDEC | Innovator U.s. Equity Buffer | 0% | +902.67% | Add |
| 21 | ✓ | 0% | +19.41% | Add | |
| 22 | AVGO | Broadcom Inc | 0% | +36.17% | Add |
| 23 | ✓ | 0% | +39.68% | Add | |
| 24 | WMT | Walmart Inc | 0% | +430.11% | Add |
| 25 | GLD | Spdr Gold Shares | 0% | NEW | New buy |
| 26 | ✓ | 0% | — | Unchanged | |
| 27 | ✓ | Powershares Qqq Trust Ser 1 | 0% | +0.09% | Add |
| 28 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 29 | ✓ | 0% | — | Unchanged | |
| 30 | AMZN | Amazon.com Inc | 0% | +54.09% | Add |
| 31 | ✓ | 0% | NEW | New buy | |
| 32 | QCOM | Qualcomm Inc | 0% | EXIT | Sold out |
| 33 | BJAN | Innovator U.s. Equity Buffer | 0% | +0.83% | Add |
| 34 | EWS | Ishares Msci Singapore ETF | 0% | EXIT | Sold out |
| 35 | ACVF | American Conservative Values | 0% | EXIT | Sold out |
| 36 | VTV | Vanguard Value ETF | 0% | -21.58% | Trim |
| 37 | STXF | Strive 500 ETF | 0% | EXIT | Sold out |
| 38 | PAUG | Innovator U.s. Equity Power | -0.1% | EXIT | Sold out |
| 39 | TQQQ | Proshares Ultrapro Qqq | -0.1% | EXIT | Sold out |
| 40 | VYM | Vanguard High Dvd Yield ETF | -0.2% | -10.85% | Trim |
| 41 | SOXL | Direx Dail Semi Bu 3x Et-usd | -0.2% | EXIT | Sold out |
| 42 | IOCT | Innovator Int Dev Power Buff | -0.5% | EXIT | Sold out |
| 43 | PMAY | Innovator U.s. Equity Power | -0.6% | -74.60% | Trim |
| 44 | PSEP | Innovator U.s. Equity Power | -0.8% | -9.22% | Trim |
| 45 | POCT | Innovator U.s. Equity Power | -0.9% | -99.37% | Trim |
| 46 | PJUL | Innovator U.s. Equity Power | -1.3% | -88.08% | Trim |
| 47 | ISEP | Innovator Intl Dev Eq Power | -10% | EXIT | Sold out |
| 48 | XBJA | Innovator US Eq Ac 9 Buff-j | -15.1% | EXIT | Sold out |
| 49 | BOCT | Innovator U.s. Equity Buffer | -18.6% | EXIT | Sold out |
| 50 | PNOV | Innovator U.s. Equity Power | -23.2% | -92.68% | Trim |
According to official SEC Form 13F filings, Stuart Chaussee & Associates, Inc. reported a total U.S. public equity portfolio value of $443.9M across 180 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BAPR, BFEB, XBAP) accounted for 68.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
BAPR
市值: $100.3M
Top Position Liquidated / Trimmed
BOCT
前期市值: $74.7M
During Q2 2025, Stuart Chaussee & Associates, Inc.'s top holdings by market value included BAPR (22.6%)、BFEB (15.7%)、XBAP (11.8%). The largest single position, BAPR, represented 22.6% of total portfolio value.
In Q2 2025, Stuart Chaussee & Associates, Inc. made 46 total portfolio adjustments, initiating 15 new buys, adding to 12 positions, trimming 8 holdings, and fully liquidating 11 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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