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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
2545⤦Direxion Short Semi-conductors
Recent Activity
Increased 186.11%
0.72%
$2.706M
133,611 shares@ $20.26 avg price
PJANInnovator Power Buffer - Jan.
Recent Activity
Decreased -2.43%
0.55%
$2.094M
50,675 shares@ $41.32 avg price
PMARInnovator Power Buffer - Mar.
Recent Activity
0.36%
$1.341M
34,172 shares@ $39.25 avg price
MSFTMicrosoft
Recent Activity
0.3%
$1.108M
2,574 shares@ $430.36 avg price
XLKTechnology Sector Spdr
Recent Activity
0.21%
$795,578
3,524 shares@ $225.76 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
7393⤦Invesco Qqq Trust
Recent Activity
0.16%
$573,681
1,175 shares@ $488.24 avg price
HDHome Depot
Recent Activity
0.13%
$489,482
1,208 shares@ $405.21 avg price
WMWaste Management
Recent Activity
0.13%
$474,574
2,286 shares@ $207.61 avg price