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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
PAUGInnovator Power Buffer - Aug.
Recent Activity
0.13%
$471,546
12,455 shares@ $37.86 avg price
IWFIshares Russell 1000 Growth
Recent Activity
0.12%
$423,804
1,129 shares@ $375.38 avg price
APDAir Products & Chemicals
Recent Activity
Increased 1102.55%
0.12%
$422,577
1,419 shares@ $297.8 avg price
LLYEli Lilly
Recent Activity
0.11%
$380,954
430 shares@ $885.94 avg price
GOOGLAlphabet
Recent Activity
0.09%
$325,066
1,960 shares@ $165.85 avg price
GAPRFt Vest Moderate Buffer - Apri
Recent Activity
0.09%
$308,615
8,400 shares@ $36.74 avg price
GOOGAlphabet
Recent Activity
Decreased -5.16%
0.09%
$306,794
1,835 shares@ $167.2 avg price
VTVVanguard Value
Recent Activity
0.07%
$266,384
1,526 shares@ $174.57 avg price
MCDMcdonald's
Recent Activity
0.07%
$236,604
777 shares@ $304.51 avg price
UPSUps
Recent Activity
0.06%
$209,555
1,537 shares@ $136.35 avg price