Stuart Chaussee & Associates, Inc. Top Holdings and 13F Report (2025) About Stuart Chaussee & Associates, Inc.Investment ActivityStuart Chaussee & Associates, Inc. has $458.43 million in total holdings as of September 30, 2025.Stuart Chaussee & Associates, Inc. owns shares of 180 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 31.99% of the portfolio was purchased this quarter.About 32.84% of the portfolio was sold this quarter.This quarter, Stuart Chaussee & Associates, Inc. has purchased 180 new stocks and bought additional shares in 7 stocks.Stuart Chaussee & Associates, Inc. sold shares of 23 stocks and completely divested from 7 stocks this quarter.Largest Holdings Innovator U.S. Equity Buffer ETF - April $103,420,812FT Vest Quarterly Dynamic Buff $87,055,702AllianzIM US LargeCap 6 Month Buffer10 Mar/Sep ETF $57,775,408Innovator U.S. Equity Accelerated 9 Buffer ETF - April $53,787,060Vanguard Information Technology ETF $46,985,065 Largest New Holdings this Quarter 33740U539 - FT Vest Quarterly Dynamic Buff $87,055,702 Holding00888H661 - AllianzIM US LargeCap 6 Month Buffer10 Mar/Sep ETF $57,775,408 Holding45783Y228 - Innovator SC Buffer 10 - Quart $589,924 Holding45783Y442 - Innovator Large Cap Buffer 10 $575,338 Holding46432F842 - iShares Core MSCI EAFE ETF $104,510 Holding Largest Purchases this Quarter FT Vest Quarterly Dynamic Buff 2,640,452 shares (about $87.06M)AllianzIM US LargeCap 6 Month Buffer10 Mar/Sep ETF 1,875,210 shares (about $57.78M)Innovator SC Buffer 10 - Quart 20,562 shares (about $589.92K)Innovator Large Cap Buffer 10 18,047 shares (about $575.34K)Invesco S&P 500 Equal Weight ETF 1,444 shares (about $273.93K) Largest Sales this Quarter Innovator Growth Accelerated Plus ETF - April 129,355 shares (about $5.66M)Innovator U.S. Equity Accelerated Plus ETF - April 71,100 shares (about $2.82M)Innovator U.S. Equity Power Buffer ETF - September 26,313 shares (about $1.13M)Innovator U.S. Equity Buffer ETF - April 13,973 shares (about $655.42K)Vanguard Information Technology ETF 683 shares (about $509.94K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStuart Chaussee & Associates, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBAPRInnovator U.S. Equity Buffer ETF - April$103,420,812$655,425 ▼-0.6%2,204,82922.6%ETFFT Vest Quarterly Dynamic Buff$87,055,702$87,055,702 ▲New Holding2,640,45219.0%CommonAllianzIM US LargeCap 6 Month Buffer10 Mar/Sep ETF$57,775,408$57,775,408 ▲New Holding1,875,21012.6%CommonXBAPInnovator U.S. Equity Accelerated 9 Buffer ETF - April$53,787,060$133,465 ▼-0.2%1,420,59311.7%ETFVGTVanguard Information Technology ETF$46,985,065$509,944 ▼-1.1%62,93010.2%ETFIGMiShares Expanded Tech Sector ETF$28,797,208$104,287 ▼-0.4%228,6406.3%ETFPSEPInnovator U.S. Equity Power Buffer ETF - September$25,279,769$1,130,143 ▼-4.3%588,5865.5%ETFXTAPInnovator U.S. Equity Accelerated Plus ETF - April$8,244,516$2,818,767 ▼-25.5%207,9581.8%ETFPNOVInnovator U.S. Equity Power Buffer ETF - November$7,994,341$92,385 ▼-1.1%194,6991.7%ETFBJANInnovator U.S. Equity Buffer ETF - January$5,987,052$10,603 ▼-0.2%112,9301.3%ETFVYMVanguard High Dividend Yield ETF$4,103,096$82,879 ▼-2.0%29,1100.9%ETFNOCNorthrop Grumman$2,035,1290.0%3,3400.4%AerospacePJANInnovator U.S. Equity Power Buffer ETF - January$1,947,890$187,302 ▼-8.8%42,5350.4%ETFPMARInnovator U.S. Equity Power Buffer ETF - March$1,567,148$277,072 ▼-15.0%35,6900.3%TransportationMSFTMicrosoft$1,297,9830.0%2,5060.3%Computer and TechnologyBJUNInnovator U.S. Equity Buffer ETF - June$1,159,7810.0%25,3550.3%ETFXLKTechnology Select Sector SPDR Fund$1,018,6420.0%3,6140.2%ETFPMAYInnovator U.S. Equity Power Buffer ETF - May$855,6900.0%22,0000.2%ETFBMARInnovator U.S. Equity Buffer ETF - March$851,313$145,807 ▼-14.6%16,5000.2%ETFAAPLApple$819,827$6,874 ▲0.8%3,2200.2%Computer and TechnologyPJULInnovator U.S. Equity Power Buffer ETF - July$776,2940.0%17,0240.2%ETFInvesco QQQ Trust$641,2780.0%1,0680.1%CommonXBOCInnovator U.S. Equity Accelerated 9 Buffer ETF - October$632,264$19,680 ▼-3.0%19,2760.1%ETFGOOGAlphabet$606,683$7,306 ▲1.2%2,4910.1%Computer and TechnologyInnovator SC Buffer 10 - Quart$589,924$589,924 ▲New Holding20,5620.1%CommonInnovator Large Cap Buffer 10$575,338$575,338 ▲New Holding18,0470.1%CommonPGProcter & Gamble$533,110$1,229 ▲0.2%3,4700.1%Consumer StaplesIWFiShares Russell 1000 Growth ETF$528,8350.0%1,1290.1%ETFBAUGInnovator U.S. Equity Buffer ETF - August$525,670$52,714 ▼-9.1%10,7300.1%ETFWMWaste Management$504,8170.0%2,2860.1%Business ServicesGOOGLAlphabet$476,4760.0%1,9600.1%Computer and TechnologyAPDAir Products and Chemicals$387,0660.0%1,4190.1%Basic MaterialsNVDANVIDIA$381,9750.0%2,0470.1%Computer and TechnologyHDHome Depot$371,9640.0%9180.1%Retail/WholesaleiShares Large Cap Max Buffer$368,559$27,741 ▼-7.0%13,9500.1%CommonQTJAInnovator Growth Accelerated Plus ETF - January$362,2230.0%12,5400.1%ETFGAPRFT Cboe Vest U.S. Equity Moderate Buffer ETF - April$329,6690.0%8,4000.1%ETFLLYEli Lilly and Company$328,0900.0%4300.1%MedicalPFEBInnovator U.S. Equity Power Buffer ETF - February$316,726$134,351 ▼-29.8%7,9800.1%ETFVOOVanguard S&P 500 ETF$309,3310.0%5050.1%ETFRSPInvesco S&P 500 Equal Weight ETF$280,756$273,927 ▲4,011.1%1,4800.1%ETFVTVVanguard Value ETF$277,113$7,459 ▼-2.6%1,4860.1%ETFABBVAbbVie$264,1870.0%1,1410.1%MedicalSLViShares Silver Trust$231,340$168,421 ▲267.7%5,4600.1%ETFORCLOracle$224,9920.0%8000.0%Computer and TechnologyJPMJPMorgan Chase & Co.$221,9570.0%7040.0%FinanceAVGOBroadcom$211,1420.0%6400.0%Computer and TechnologyBACBank of America$206,3600.0%4,0000.0%FinanceIVViShares Core S&P 500 ETF$188,8270.0%2820.0%ETFVTIVanguard Total Stock Market ETF$182,5120.0%5560.0%ETFMCDMcDonald's$181,4220.0%5970.0%Retail/WholesaleGLDSPDR Gold Shares$168,848$79,981 ▲90.0%4750.0%FinanceTrane Technologies$168,7840.0%4000.0%CommonVICIVICI Properties$167,6810.0%5,1420.0%FinanceDELLDell Technologies$165,1620.0%1,1650.0%Computer and TechnologyHIIHuntington Ingalls Industries$154,0320.0%5350.0%AerospaceAMZNAmazon.com$146,673$5,928 ▲4.2%6680.0%Retail/WholesaleBDECInnovator U.S. Equity Buffer ETF - December$144,1730.0%3,0080.0%ETFETNEaton$129,1160.0%3450.0%IndustrialsUPSUnited Parcel Service$128,3860.0%1,5370.0%TransportationVHTVanguard Health Care ETF$126,9440.0%4890.0%ETFIWBiShares Russell 1000 ETF$116,9540.0%3200.0%ETFQUALiShares MSCI USA Quality Factor ETF$110,4420.0%5680.0%ETFQTAPInnovator Growth Accelerated Plus ETF - April$107,986$5,655,275 ▼-98.1%2,4700.0%ETFIEFAiShares Core MSCI EAFE ETF$104,510$104,510 ▲New Holding1,1970.0%ETFWMTWalmart$101,6170.0%9860.0%Retail/WholesaleSGOViShares 0-3 Month Treasury Bond ETF$95,665$5,035 ▼-5.0%9500.0%ETFVIGVanguard Dividend Appreciation ETF$88,4740.0%4100.0%ETFSPYSPDR S&P 500 ETF Trust$86,6030.0%1300.0%FinanceKOCocaCola$84,2260.0%1,2700.0%Consumer StaplesVVisa$80,5660.0%2360.0%Business ServicesFBINFortune Brands Innovations$80,0850.0%1,5000.0%Retail/WholesaleHONHoneywell International$79,9900.0%3800.0%Multi-Sector ConglomeratesCVXChevron$77,6450.0%5000.0%EnergyCMCSAComcast$76,8220.0%2,4450.0%Consumer DiscretionaryMMCMarsh & McLennan Companies$75,3720.0%3740.0%FinanceELVElevance Health$74,964$27,465 ▼-26.8%2320.0%MedicalJNJJohnson & Johnson$71,5720.0%3860.0%MedicalBLKBlackRock$66,4550.0%570.0%FinanceMRKMerck & Co., Inc.$64,6260.0%7700.0%MedicalVTVanguard Total World Stock ETF$63,9060.0%4640.0%ETFDUKDuke Energy$63,6080.0%5140.0%UtilitiesMETAMeta Platforms$59,4850.0%810.0%Computer and TechnologyACNAccenture$58,9370.0%2390.0%Computer and TechnologyBABoeing$58,0580.0%2690.0%AerospaceVUGVanguard Growth ETF$55,5610.0%1160.0%ETFNFLXNetflix$55,1500.0%460.0%Consumer DiscretionaryLENLennar$50,4160.0%4000.0%ConstructionAJGArthur J. Gallagher & Co.$50,1780.0%1620.0%FinanceVOEVanguard Mid-Cap Value ETF$49,5810.0%2840.0%ETFVONGVanguard Russell 1000 Growth ETF$48,8490.0%4050.0%ETFXOMExxon Mobil$46,0020.0%4080.0%EnergySOSouthern$45,9630.0%4850.0%UtilitiesHIGThe Hartford Insurance Group$45,3530.0%3400.0%FinanceABTAbbott Laboratories$45,0040.0%3360.0%MedicalMDLZMondelez International$44,6660.0%7150.0%Consumer StaplesONEQFidelity NASDAQ Composite Index ETF$43,4950.0%4880.0%ETFVONVVanguard Russell 1000 Value ETF$41,7710.0%4670.0%ETFIBMInternational Business Machines$41,4780.0%1470.0%Computer and TechnologyNEENextEra Energy$40,7650.0%5400.0%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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