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Size ($ in 1000's)
At 12/31/2023: $342,617
At 09/30/2023: $300,785
Stuart Chaussee & Associates Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Stuart Chaussee & Associates Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Stuart Chaussee & Associates Inc. top holdings by largest position size, as per the latest 13f filing made by Stuart Chaussee & Associates Inc..
In the Stuart Chaussee & Associates Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Stuart Chaussee & Associates Inc. in that top holding, then the share count change between reporting periods, and finally the Stuart Chaussee & Associates Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| Innovator Power Buffer Nov. |
3,859,728 |
+979,917 |
$132,929 | | PNOV | 3,859,728 | +979,917 | $132,929 | | Innovator Power Buffer Oct. |
2,623,091 |
+2,623,091 |
$94,746 | | POCT | 2,623,091 | +2,623,091 | $94,746 | | Vanguard Information Technolog (VGT) |
64,481 |
-1,578 |
$31,209 | | VGT | 64,481 | -1,578 | $31,209 | | Innovator Power Buffer Sept. |
694,229 |
+2,848 |
$24,133 | | PSEP | 694,229 | +2,848 | $24,133 | | iShares Expanded Technology (IGM) |
40,194 |
-929 |
$18,014 | | IGM | 40,194 | -929 | $18,014 | | Innovator Power Buffer Jan. |
226,040 |
+183,045 |
$8,418 | | PJAN | 226,040 | +183,045 | $8,418 | | Innovator Power Buffer July |
155,129 |
+155,129 |
$5,614 | | PJUL | 155,129 | +155,129 | $5,614 | | Innovator Buffer Jan. |
109,000 |
UNCH |
$4,453 | | BJAN | 109,000 | UNCH | $4,453 | | Vanguard High Dividend Yield (VYM) |
32,791 |
-455 |
$3,660 | | VYM | 32,791 | -455 | $3,660 | | Innovator Power Buffer May |
91,830 |
+87,930 |
$2,890 | | PMAY | 91,830 | +87,930 | $2,890 | | Direxion Small Cap Bull 3x |
68,650 |
+68,650 |
$2,708 | | TNA | 68,650 | +68,650 | $2,708 | | Innovator Power Buffer Jan. |
38,451 |
+38,451 |
$1,319 | | KJAN | 38,451 | +38,451 | $1,319 | | Innovator Power Buffer Mar. |
34,172 |
UNCH |
$1,217 | | PMAR | 34,172 | UNCH | $1,217 | | Microsoft |
2,074 |
+368 |
$780 | | MSFT | 2,074 | +368 | $780 | | Technology Sector SPDR (XLK) |
3,524 |
UNCH |
$678 | | XLK | 3,524 | UNCH | $678 | | Innovator Power Buffer Augus |
18,935 |
+18,935 |
$632 | | PAUG | 18,935 | +18,935 | $632 | | Procter & Gamble |
4,262 |
+161 |
$625 | | PG | 4,262 | +161 | $625 | | Apple |
2,580 |
+1,260 |
$497 | | AAPL | 2,580 | +1,260 | $497 |  Invesco QQQ Trust |
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$480 | | Common | 1,173 | +1,173 | $480 | | Home Depot |
1,208 |
+100 |
$419 | | HD | 1,208 | +100 | $419 | | Waste Management |
2,286 |
UNCH |
$409 | | WM | 2,286 | UNCH | $409 | | First Trust Moderate Buffer (GAPR) |
12,400 |
UNCH |
$406 | | GAPR | 12,400 | UNCH | $406 | | UPS |
2,487 |
UNCH |
$391 | | UPS | 2,487 | UNCH | $391 | | Alphabet |
1,960 |
UNCH |
$274 | | GOOGL | 1,960 | UNCH | $274 | | iShares Russell 1000 Growth (IWF) |
850 |
UNCH |
$258 | | IWF | 850 | UNCH | $258 | | Starbucks |
2,685 |
UNCH |
$258 | | SBUX | 2,685 | UNCH | $258 | | iShares 0 3 Month T Bond (SGOV) |
2,564 |
-1,204,097 |
$257 | | SGOV | 2,564 | -1,204,097 | $257 | | Alphabet |
1,820 |
UNCH |
$256 | | GOOG | 1,820 | UNCH | $256 | | Eli Lilly |
430 |
UNCH |
$251 | | LLY | 430 | UNCH | $251 | | McDonald s |
777 |
UNCH |
$230 | | MCD | 777 | UNCH | $230 | | Bank of America |
4,937 |
UNCH |
$166 | | BAC | 4,937 | UNCH | $166 | | VICI Properties |
5,142 |
UNCH |
$164 | | VICI | 5,142 | UNCH | $164 | | AbbVie |
967 |
+154 |
$150 | | ABBV | 967 | +154 | $150 | | Chevron |
1,000 |
UNCH |
$149 | | CVX | 1,000 | UNCH | $149 | | Elevance Health |
317 |
+85 |
$149 | | ELV | 317 | +85 | $149 | | Accenture |
377 |
+170 |
$132 | | ACN | 377 | +170 | $132 | | Vanguard S&P 500 (VOO) |
281 |
UNCH |
$123 | | VOO | 281 | UNCH | $123 | | Coca Cola |
2,005 |
-133 |
$118 | | KO | 2,005 | -133 | $118 | | Fortune Brands Innovations |
1,500 |
UNCH |
$114 | | FBIN | 1,500 | UNCH | $114 | | Comcast |
2,445 |
-155 |
$107 | | CMCSA | 2,445 | -155 | $107 | | Trane Technologies |
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$98 | | Common | 400 | +400 | $98 | | Merck |
770 |
+200 |
$84 | | MRK | 770 | +200 | $84 | | Oracle |
800 |
UNCH |
$84 | | ORCL | 800 | UNCH | $84 | | Eaton |
345 |
+53 |
$83 | | ETN | 345 | +53 | $83 | | Honeywell International |
380 |
+159 |
$80 | | HON | 380 | +159 | $80 | | iShares Edge Min. Vol. USA (USMV) |
946 |
UNCH |
$74 | | USMV | 946 | UNCH | $74 | | iShares Core Dividend Growth (DGRO) |
1,349 |
UNCH |
$73 | | DGRO | 1,349 | UNCH | $73 | | Marsh & McLennan |
374 |
+277 |
$71 | | MMC | 374 | +277 | $71 | | Vanguard Total Stock Market (VTI) |
300 |
UNCH |
$71 | | VTI | 300 | UNCH | $71 | | Boeing |
269 |
UNCH |
$70 | | BA | 269 | UNCH | $70 |
See Full List: All Stocks Held By Stuart Chaussee & Associates Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Stuart Chaussee & Associates Inc.
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