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CIK: 0001653253
Total reported value
—
$458.4M
180 檔
76.1%
The Q3 2025 SEC filing reveals that Stuart Chaussee & Associates, Inc. held a total portfolio value of $458.4M, covering 180 public equity positions.
In Q3 2025, Stuart Chaussee & Associates, Inc. displayed an active expansion posture, initiating 18 new positions and adding to 10 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 | 22.56% | -22.56% | EXIT | |
| 2 | FHDG | Ftequity Qrtrly Dyn Buff ETF | ETF-Other | 18.99% | -18.99% | EXIT | |
| 3 | SIXP | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 12.60% | -12.60% | EXIT | |
| 4 | XBAP | Innovator US Eqy Accel 9 Buf | ETF-Other | 11.73% | -11.73% | EXIT | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-Tech | 10.25% | -10.25% | EXIT | |
| 6 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 6.28% | -6.28% | EXIT | |
| 7 | PSEP | Innovator U.s. Equity Power | ETF-Other | 5.51% | -5.51% | EXIT | |
| 8 | XTAP | Innovator US Eqty Accel Pl | ETF-Other | 1.80% | -1.80% | EXIT | |
| 9 | PNOV | Innovator U.s. Equity Power | ETF-Other | 1.74% | -1.74% | EXIT | |
| 10 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 1.31% | -1.31% | EXIT | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.90% | -0.90% | EXIT | |
| 12 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.44% | -0.44% | EXIT | |
| 13 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.42% | -0.42% | EXIT | |
| 14 | ✓ | Innovator Power Buffer - Mar. | Stock-Other | 0.34% | -0.34% | EXIT | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | -0.28% | EXIT | |
| 16 | BJUN | Innovator U.s. Equity Buffer | ETF-Other | 0.25% | -0.25% | EXIT | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 0.22% | -0.22% | EXIT | |
| 18 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.19% | -0.19% | EXIT | |
| 19 | BMAR | Innovator U.s. Equity Buffer | ETF-Other | 0.19% | -0.19% | EXIT | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.18% | -0.18% | EXIT | |
| 21 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.17% | -0.17% | EXIT | |
| 22 | ✓ | Powershares Qqq Trust Ser 1 | Stock-Other | 0.14% | -0.14% | EXIT | |
| 23 | XBOC | Innovator US Eqy Acc 9 Buff | ETF-Other | 0.14% | -0.14% | EXIT | |
| 24 | ✓ | Stock-Other | 0.13% | -0.13% | EXIT | ||
| 25 | RBUF | Invv US Sml C 10 B Etf-qrt | ETF-Other | 0.13% | -0.13% | EXIT | |
| 26 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 0.13% | -0.13% | EXIT | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.12% | -0.12% | EXIT | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.12% | -0.12% | EXIT | |
| 29 | BAUG | Innovator U.s. Equity Buffer | ETF-Other | 0.11% | -0.11% | EXIT | |
| 30 | ✓ | Stock-Other | 0.11% | -0.11% | EXIT | ||
| 31 | ✓ | Stock-Other | 0.10% | -0.10% | EXIT | ||
| 32 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.08% | -0.08% | EXIT | |
| 33 | ✓ | Stock-Other | 0.08% | -0.08% | EXIT | ||
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.08% | -0.08% | EXIT | |
| 35 | DMAX | Ishares Lg Cap Max Buff Dec | ETF-Other | 0.08% | -0.08% | EXIT | |
| 36 | QTJA | Innovator Growth Acc Plus-j | ETF-Other | 0.08% | -0.08% | EXIT | |
| 37 | GAPR | Ft Vest US Equity Moderate B | ETF-Other | 0.07% | -0.07% | EXIT | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.07% | -0.07% | EXIT | |
| 39 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.07% | -0.07% | EXIT | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.07% | -0.07% | EXIT | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.06% | -0.06% | EXIT | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.06% | -0.06% | EXIT | |
| 43 | ✓ | Stock-Other | 0.06% | -0.06% | EXIT | ||
| 44 | ✓ | Stock-Other | 0.05% | -0.05% | EXIT | ||
| 45 | ✓ | Stock-Other | 0.05% | -0.05% | EXIT | ||
| 46 | ✓ | Stock-Other | 0.05% | -0.05% | EXIT | ||
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.05% | -0.05% | EXIT | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.05% | -0.04% | EXIT | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.04% | -0.04% | EXIT | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.04% | -0.04% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGT | Vanguard Info Tech ETF | +1.7% | -1.07% | Trim |
| 2 | IGM | Ishares Expanded Tech Sector | +1.1% | -0.36% | Trim |
| 3 | XLK | Ss Technology Select Sector | +0.1% | — | Add |
| 4 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +4011.11% | Add |
| 5 | MSFT | Microsoft CORP | +0.1% | — | Unchanged |
| 6 | ✓ | +0.1% | +1.22% | Add | |
| 7 | AVGO | Broadcom Inc | 0% | — | Add |
| 8 | BDEC | Innovator U.s. Equity Buffer | 0% | — | Add |
| 9 | ✓ | 0% | — | Unchanged | |
| 10 | ✓ | 0% | — | Unchanged | |
| 11 | ✓ | Powershares Qqq Trust Ser 1 | 0% | — | Add |
| 12 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 13 | ✓ | 0% | — | Unchanged | |
| 14 | ✓ | 0% | — | Add | |
| 15 | BJAN | Innovator U.s. Equity Buffer | 0% | -0.18% | Add |
| 16 | NOC | Northrop Grumman CORP | 0% | — | Unchanged |
| 17 | AAPL | Apple Inc | 0% | +0.85% | Add |
| 18 | ✓ | Innovator Power Buffer - Mar. | — | -15.02% | Add |
| 19 | PJAN | Innovator U.s. Equity Power | -0.1% | -8.77% | Trim |
| 20 | VYM | Vanguard High Dvd Yield ETF | -0.2% | -1.98% | Trim |
| 21 | PMAY | Innovator U.s. Equity Power | -0.6% | — | Trim |
| 22 | POCT | Innovator U.s. Equity Power | -0.9% | — | Trim |
| 23 | PSEP | Innovator U.s. Equity Power | -1% | -4.28% | Trim |
| 24 | PJUL | Innovator U.s. Equity Power | -1.3% | — | Trim |
| 25 | PNOV | Innovator U.s. Equity Power | -23.2% | -1.14% | Trim |
| 26 | BAPR | Innovator U.s. Equity Buffer | — | NEW | New buy |
| 27 | FHDG | Ftequity Qrtrly Dyn Buff ETF | — | NEW | New buy |
| 28 | BOCT | Innovator U.s. Equity Buffer | — | EXIT | Sold out |
| 29 | XBJA | Innovator US Eq Ac 9 Buff-j | — | EXIT | Sold out |
| 30 | SIXP | Allian US Equ 6 Mon Bu10-usd | — | NEW | New buy |
| 31 | XBAP | Innovator US Eqy Accel 9 Buf | — | NEW | New buy |
| 32 | ISEP | Innovator Intl Dev Eq Power | — | EXIT | Sold out |
| 33 | XTAP | Innovator US Eqty Accel Pl | — | NEW | New buy |
| 34 | IOCT | Innovator Int Dev Power Buff | — | EXIT | Sold out |
| 35 | BJUN | Innovator U.s. Equity Buffer | — | NEW | New buy |
| 36 | BMAR | Innovator U.s. Equity Buffer | — | NEW | New buy |
| 37 | SOXL | Direx Dail Semi Bu 3x Et-usd | — | EXIT | Sold out |
| 38 | XBOC | Innovator US Eqy Acc 9 Buff | — | NEW | New buy |
| 39 | RBUF | Invv US Sml C 10 B Etf-qrt | — | NEW | New buy |
| 40 | ZALT | Innovator US Eq 10 Buffer | — | NEW | New buy |
| 41 | TQQQ | Proshares Ultrapro Qqq | — | EXIT | Sold out |
| 42 | BAUG | Innovator U.s. Equity Buffer | — | NEW | New buy |
| 43 | PAUG | Innovator U.s. Equity Power | — | EXIT | Sold out |
| 44 | QTJA | Innovator Growth Acc Plus-j | — | NEW | New buy |
| 45 | PFEB | Innovator U.s. Equity Power | — | NEW | New buy |
| 46 | ✓ | — | NEW | New buy | |
| 47 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 48 | DELL | Dell Technologies -c | — | NEW | New buy |
| 49 | QTAP | Innovator Grw 100 Accl Plus | — | NEW | New buy |
| 50 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Stuart Chaussee & Associates, Inc. reported a total U.S. public equity portfolio value of $458.4M across 180 disclosed positions in Q3 2025.
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 BAPR, FHDG, SIXP) accounted for 76.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
BAPR
市值: $103.4M
Top Position Liquidated / Trimmed
BOCT
前期市值: $74.7M
During Q3 2025, Stuart Chaussee & Associates, Inc.'s top holdings by market value included BAPR (22.6%)、FHDG (19.0%)、SIXP (12.6%). The largest single position, BAPR, represented 22.6% of total portfolio value.
In Q3 2025, Stuart Chaussee & Associates, Inc. made 44 total portfolio adjustments, initiating 18 new buys, adding to 10 positions, trimming 9 holdings, and fully liquidating 7 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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