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Stuart D. Chaussee

@Stuart Chaussee & Associates, Inc.

Latest period2024 - Q3ReportedManaged Assets$380.87MTotal holdings165
Assets growth rate4.84%Assets growth rate (2-Q avg)4.66%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Stuart Chaussee & Associates, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 165 positions.

Assets under management

The assets under management (AUM) of Stuart Chaussee & Associates, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 380.87M in assets, with a quarterly growth rate of 4.84% and a 2-quarter average growth rate of 4.66%. The portfolio is managed by Stuart D. Chaussee, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SGOVIshares 0-3 Month T-bond
Recent Activity
Increased 7.51%
38.78%
$147.675M
1.466M shares@ $100.73 avg price
PNOVInnovator Power Buffer - Nov.
Recent Activity
Increased 0.93%
27.6%
$105.118M
2.847M shares@ $36.92 avg price
VGTVanguard Information Technolog
Recent Activity
Decreased -0.62%
9.87%
$37.566M
64,048 shares@ $586.53 avg price
PSEPInnovator Power Buffer - Sept.
Recent Activity
Decreased -0.41%
6.93%
$26.36M
684,146 shares@ $38.53 avg price
IGMIshares Expanded Technology
Recent Activity
Decreased -1.01%
5.86%
$22.285M
232,276 shares@ $95.94 avg price
PJULInnovator Power Buffer - Jul.
Recent Activity
1.52%
$5.782M
142,829 shares@ $40.48 avg price
BJANInnovator Buffer - Jan.
Recent Activity
1.34%
$5.075M
109,000 shares@ $46.56 avg price
VYMVanguard High Dividend Yield
Recent Activity
Decreased -2.68%
1.08%
$4.084M
31,857 shares@ $128.21 avg price
POCTInnovator Power Buffer - Oct.
Recent Activity
Decreased -1.69%
1%
$3.808M
97,765 shares@ $38.96 avg price
PMAYInnovator Power Buffer - May
Recent Activity
0.81%
$3.053M
86,630 shares@ $35.25 avg price