test

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
2545⤦Direxion Short Semi-conductors
Recent Activity
Increased 186.11%
0.72%
$2.706M
133,611 shares@ $20.26 avg price
PGProcter & Gamble
Recent Activity
Increased 0.17%
0.2%
$741,591
4,282 shares@ $173.19 avg price
AAPLApple
Recent Activity
Increased 0.04%
0.18%
$663,952
2,850 shares@ $232.97 avg price
APDAir Products & Chemicals
Recent Activity
Increased 1102.55%
0.12%
$422,577
1,419 shares@ $297.8 avg price
JPMJpmorgan Chase
Recent Activity
Increased 0.2%
0.03%
$105,888
502 shares@ $210.94 avg price
NVDANvidia
Recent Activity
Increased 20.41%
0.02%
$71,679
590 shares@ $121.49 avg price
AVGOBroadcom
Recent Activity
Increased 900%
0.01%
$37,950
220 shares@ $172.5 avg price
WRBW.r. Berkley
Recent Activity
Increased 49.66%
0.01%
$12,310
217 shares@ $56.73 avg price