SC

Stuart Chaussee & Associates, Inc.

13F
Stuart Chaussee & Associates, Inc.
Last update 2025-05-16 184 Stocks (12 new)
Value $401.00 Mil Turnover 45 %
Countries:
Top Holdings: PNOV(24.98%)BOCT(18.64%)XBJA(15.12%)ISEP(10.02%)VGT(8.53%)
Summary Stock Picks Current Portfolio
Stuart Chaussee & Associates, ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
PNOV
Innovator U.S. Equity Power Buffer ETF - November
Innovator U.S. Equity Power Buffer ETF - November
2,690,767
100,150.4
-2.33%
24.980
-0.60%
15.290
+10.76%
+5.20%
670.5
 
BOCT
Innovator U.S. Equity Buffer ETF - October
Innovator U.S. Equity Buffer ETF - October
1,777,329
74,712.2
New Holding
18.640
+18.64%
32.320
+13.93%
+6.21%
230.7
 
XBJA
Innovator U.S. Equity Accelerated 9 Buffer ETF - January
Innovator U.S. Equity Accelerated 9 Buffer ETF - January
2,147,157
60,614.2
New Holding
15.120
+15.12%
64.480
+12.43%
+5.67%
90.4
 
ISEP
Innovator International Developed Power Buffer ETF September
Innovator International Developed Power Buffer ETF September
1,396,432
40,160.8
New Holding
10.020
+10.02%
50.230
+6.55%
+10.84%
84.8
 
VGT
Vanguard Information Technology ETF
63,045
34,194.1
-4.68%
8.530
-0.48%
0.050
+35.75%
+10.51%
87,513.6
 
PSEP
Innovator U.S. Equity Power Buffer ETF - September
Innovator U.S. Equity Power Buffer ETF - September
677,378
26,018.1
-0.48%
6.490
-0.03%
3.780
+11.11%
+5.68%
724.8
 
IGM
iShares Expanded Tech Sector ETF
229,558
20,814.0
-0.88%
5.190
-0.05%
0.390
+34.64%
+12.20%
6,853.6
 
PJUL
Innovator U.S. Equity Power Buffer ETF - July
Innovator U.S. Equity Power Buffer ETF - July
142,829
5,740.3
0%
1.430
0%
0.670
+13.41%
+7.21%
1,149.8
 
BJAN
Innovator U.S. Equity Buffer ETF - January
Innovator U.S. Equity Buffer ETF - January
112,200
5,232.1
+2.94%
1.310
+0.04%
1.810
+13.89%
+5.86%
289.3
 
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
33,311
4,295.8
-0.81%
1.070
-0.01%
0.010
+12.20%
+6.97%
58,807.4
 

Stuart Chaussee & Associates, Inc.'s Historical Top Holdings Breakdowns

Stuart Chaussee & Associates, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BDEC
Innovator U.S. Equity Buffer ETF - December
Innovator U.S. Equity Buffer ETF - December
2025-03-31
Reduce
Reduce
-28.04%
●
41.39 ($43.22) 44.52
$45.60
5.52%
Reduce -99.99%
300
-2,619,810
BOCT
Innovator U.S. Equity Buffer ETF - October
Innovator U.S. Equity Buffer ETF - October
2025-03-31
New Buy
New Buy
+18.64%
●
41.53 ($43.39) 44.57
$45.92
5.82%
New holding
1,777,329
1,777,329
XBJA
Innovator U.S. Equity Accelerated 9 Buffer ETF - January
Innovator U.S. Equity Accelerated 9 Buffer ETF - January
2025-03-31
New Buy
New Buy
+15.12%
●
27.88 ($28.92) 29.48
$30.40
5.13%
New holding
2,147,157
2,147,157
QDEC
FT Vest Nasdaq-100 Buffer ETF - December
FT Vest Nasdaq-100 Buffer ETF - December
2025-03-31
Sold Out
Sold Out
-12.27%
●
26.06 ($27.5) 28.54
$29.66
7.86%
Sold Out
0
-1,795,627
ISEP
Innovator International Developed Power Buffer ETF September
Innovator International Developed Power Buffer ETF September
2025-03-31
New Buy
New Buy
+10.02%
●
27.49 ($28.53) 29.42
$30.55
7.08%
New holding
1,396,432
1,396,432
KDEC
Innovator U.S. Small Cap Power Buffer ETF - December
Innovator U.S. Small Cap Power Buffer ETF - December
2025-03-31
Reduce
Reduce
-0.67%
●
22.65 ($23.83) 24.57
$24.36
2.24%
Reduce -99.01%
1,120
-112,339
PNOV
Innovator U.S. Equity Power Buffer ETF - November
Innovator U.S. Equity Power Buffer ETF - November
2025-03-31
Reduce
Reduce
-0.60%
●
36.92 ($38.02) 38.75
$39.85
4.81%
Reduce -2.33%
2,690,767
-64,197
VGT
Vanguard Information Technology ETF
2025-03-31
Reduce
Reduce
-0.48%
●
542.38 ($602.71) 646.34
$685.53
13.74%
Reduce -4.68%
63,045
-3,093
IOCT
Innovator International Developed Power Buffer ETF - October
Innovator International Developed Power Buffer ETF - October
2025-03-31
New Buy
New Buy
+0.45%
●
29.24 ($30.35) 31.31
$32.54
7.21%
New holding
58,650
58,650
NOC
Northrop Grumman Corp
2025-03-31
New Buy
New Buy
+0.43%
●
433.45 ($477.41) 513.82
$519.04
8.72%
New holding
3,340
3,340

Stuart Chaussee & Associates, Inc. Total Holding History ($B)

To

Stuart Chaussee & Associates, Inc.'s Asset Allocation

To

Stuart Chaussee & Associates, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Stuart Chaussee & Associates, Inc.'s Hypothetical Growth since 2025-03-31

Stuart Chaussee & Associates, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Stuart Chaussee & Associates, Inc.'s Holdings Heat Map

Size field:

Stuart Chaussee & Associates, Inc.'s Holdings Bubble Chart

Stuart Chaussee & Associates, Inc. News

  • 1

Discussions on Stuart Chaussee & Associates, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.