SC

Stuart Chaussee & Associates, Inc.

13F
Stuart Chaussee & Associates, Inc.
Last update 2024-08-14 167 Stocks (15 new)
Value $256.00 Mil Turnover 54 %
Countries:
Top Holdings: SGOV(53.59%)VGT(14.50%)PSEP(10.04%)IGM(8.63%)PJUL(2.16%)
Portfolio Report
Summary Stock Picks Current Portfolio
Stuart Chaussee & Associates, ... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SGOV 		iShares 0-3 Month Treasury Bond ETF
1,363,843
137352.630
+53,092.00%
53.590
+53.49%
-
-0.01%
+0.10%
26668.497
 
VGT 		Vanguard Information Technology ETF
64,448
37160.350
+0.01%
14.500
0%
-
+17.78%
+26.65%
77639.852
 
PSEP 		Innovator U.S. Equity Power Buffer ETF - September
686,984
25741.290
-0.81%
10.040
-0.10%
-
+4.89%
+12.28%
749.376
 
IGM 		iShares Expanded Tech Sector ETF
234,646
22129.460
-0.90%
8.630
-0.09%
-
+17.72%
+34.03%
5667.054
 
PJUL 		Innovator U.S. Equity Power Buffer ETF - July
142,829
5548.910
-7.93%
2.160
-0.23%
-
+7.53%
+13.21%
988.401
 
BJAN 		Innovator U.S. Equity Buffer ETF - January
109,000
4915.730
0%
1.920
0%
-
+7.02%
+15.64%
256.338
 
VYM 		Vanguard High Dividend Yield Indx ETF
32,736
3882.530
-0.01%
1.510
0%
-
+11.49%
+18.57%
58856.654
 
POCT 		Innovator U.S. Equity Power Buffer ETF - October
99,446
3807.790
-96.19%
1.490
-45.35%
-
+3.35%
+9.19%
862.750
 
PJAN 		Innovator U.S. Equity Power Buffer ETF - January
51,940
2089.550
-4.50%
0.820
-0.05%
-
+5.24%
+12.24%
995.885
 
PMAR 		Innovator U.S. Equity Power Buffer ETF - March
34,172
1295.800
0%
0.510
0%
-
+6.87%
+11.73%
565.160
 

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
SGOV 		iShares 0-3 Month Treasury Bond ETF2024-06-30Add
+53.49%
●
100.29 ($100.52) 100.75
$100.37
-0.15%
Add 53092%
1,363,843
1,361,279
POCT 		Innovator U.S. Equity Power Buffer ETF - October2024-06-30Reduce
-45.35%
●
37.05 ($37.77) 38.29
$39.44
4.42%
Reduce -96.19%
99,446
-2,508,089
PJUL 		Innovator U.S. Equity Power Buffer ETF - July2024-06-30Reduce
-0.23%
●
37.29 ($38.26) 38.87
$40.97
7.08%
Reduce -7.93%
142,829
-12,300
PSEP 		Innovator U.S. Equity Power Buffer ETF - September2024-06-30Reduce
-0.10%
●
35.76 ($36.77) 37.47
$39.03
6.15%
Reduce -0.81%
686,984
-5,610
PAUG 		Innovator U.S. Equity Power Buffer ETF - August2024-06-30Reduce
-0.09%
●
34.4 ($35.63) 36.54
$38.38
7.70%
Reduce -29.61%
12,455
-5,240
IGM 		iShares Expanded Tech Sector ETF2024-06-30Reduce
-0.09%
●
80.02 ($87.56) 95.38
$100.12
14.34%
Reduce -0.9%
234,646
-2,120
SBUX 		Starbucks Corp2024-06-30Reduce
-0.09%
●
72.5 ($81.44) 91.53
$96.08
17.98%
Reduce -74.49%
685
-2,000
GAPR 		FT Vest U.S. Equity Moderate Buffer ETF - April2024-06-30Reduce
-0.06%
●
33.7 ($34.7) 35.68
$37.21
7.23%
Reduce -32.26%
8,400
-4,000
PJAN 		Innovator U.S. Equity Power Buffer ETF - January2024-06-30Reduce
-0.05%
●
38.2 ($39.34) 40.26
$41.80
6.25%
Reduce -4.5%
51,940
-2,450
IVV 		iShares Core S&P 500 ETF2024-06-30Add
+0.05%
●
497.53 ($525.83) 549.64
$593.88
12.94%
Add 475.51%
282
233

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 2024-06-30

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

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