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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
BACBank Of America
Recent Activity
0.06%
$195,889
4,937 shares@ $39.68 avg price
ABBVAbbvie
Recent Activity
0.06%
$190,963
967 shares@ $197.48 avg price
VICIVici Properties
Recent Activity
0.05%
$171,280
5,142 shares@ $33.31 avg price
ELVElevance Health
Recent Activity
0.05%
$164,840
317 shares@ $520.0 avg price
IVVIshares Core S&p 500
Recent Activity
0.05%
$162,734
282 shares@ $577.08 avg price
VTIVanguard Total Stock Market
Recent Activity
0.05%
$157,480
556 shares@ $283.24 avg price
00BK⤦Trane Technologies
Recent Activity
0.05%
$155,492
400 shares@ $388.73 avg price
VOOVanguard S&p 500
Recent Activity
0.04%
$148,275
281 shares@ $527.67 avg price
CVXChevron
Recent Activity
0.04%
$147,270
1,000 shares@ $147.27 avg price
VHTVanguard Health Care
Recent Activity
New Position
0.04%
$137,996
489 shares@ $282.21 avg price