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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
ORCLOracle
Recent Activity
0.04%
$136,320
800 shares@ $170.4 avg price
FBINFortune Brands Innovations
Recent Activity
0.04%
$134,295
1,500 shares@ $89.53 avg price
ACNAccenture
Recent Activity
0.04%
$133,310
377 shares@ $353.61 avg price
ETNEaton
Recent Activity
0.04%
$114,347
345 shares@ $331.45 avg price
JPMJpmorgan Chase
Recent Activity
Increased 0.2%
0.03%
$105,888
502 shares@ $210.94 avg price
CMCSAComcast
Recent Activity
0.03%
$102,128
2,445 shares@ $41.78 avg price
QUALIshares Msci Usa Quality
Recent Activity
0.03%
$101,812
568 shares@ $179.25 avg price
IWBIshares Russell 1000
Recent Activity
0.03%
$100,605
320 shares@ $314.4 avg price
KOCoca-cola
Recent Activity
0.03%
$91,262
1,270 shares@ $71.86 avg price
MRKMerck
Recent Activity
0.03%
$87,441
770 shares@ $113.56 avg price