Stuart Chaussee & Associates, Inc. Top Holdings and 13F Report (2025) About Stuart Chaussee & Associates, Inc.Investment ActivityStuart Chaussee & Associates, Inc. has $401.42 million in total holdings as of March 31, 2025.Stuart Chaussee & Associates, Inc. owns shares of 186 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 45.04% of the portfolio was purchased this quarter.About 41.84% of the portfolio was sold this quarter.This quarter, Stuart Chaussee & Associates, Inc. has purchased 183 new stocks and bought additional shares in 7 stocks.Stuart Chaussee & Associates, Inc. sold shares of 20 stocks and completely divested from 10 stocks this quarter.Largest Holdings Innovator U.S. Equity Power Buffer ETF - November $100,150,348Innovator U.S. Equity Buffer ETF - October $74,712,157Innovator U.S. Equity Accelerated 9 Buffer ETF - January $60,614,242Innovator Intl. Power Buffer - $40,160,826Vanguard Information Technology ETF $34,194,085 Largest New Holdings this Quarter 45782C771 - Innovator U.S. Equity Buffer ETF - October $74,712,157 Holding45783Y780 - Innovator U.S. Equity Accelerated 9 Buffer ETF - January $60,614,242 Holding45783Y533 - Innovator Intl. Power Buffer - $40,160,826 Holding45782C631 - Innovator International Developed Power Buffer ETF - October $1,797,623 Holding666807102 - Northrop Grumman $1,710,113 Holding Largest Purchases this Quarter Innovator U.S. Equity Buffer ETF - October 1,777,329 shares (about $74.71M)Innovator U.S. Equity Accelerated 9 Buffer ETF - January 2,147,157 shares (about $60.61M)Innovator Intl. Power Buffer - 1,396,432 shares (about $40.16M)Innovator International Developed Power Buffer ETF - October 58,650 shares (about $1.80M)Northrop Grumman 3,340 shares (about $1.71M) Largest Sales this Quarter Innovator U.S. Equity Buffer ETF - December 2,619,810 shares (about $109.66M)Innovator SC Power Buffer - De 112,339 shares (about $2.57M)Innovator U.S. Equity Power Buffer ETF - November 64,197 shares (about $2.39M)Vanguard Information Technology ETF 3,093 shares (about $1.68M)ProShares UltraPro QQQ 8,610 shares (about $493.35K) 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 PortfolioSectorPNOVInnovator U.S. Equity Power Buffer ETF - November$100,150,348$2,389,412 ▼-2.3%2,690,76724.9%ETFBOCTInnovator U.S. Equity Buffer ETF - October$74,712,157$74,712,157 ▲New Holding1,777,32918.6%ETFXBJAInnovator U.S. Equity Accelerated 9 Buffer ETF - January$60,614,242$60,614,242 ▲New Holding2,147,15715.1%ETFInnovator Intl. Power Buffer -$40,160,826$40,160,826 ▲New Holding1,396,43210.0%CommonVGTVanguard Information Technology ETF$34,194,085$1,677,568 ▼-4.7%63,0458.5%ETFPSEPInnovator U.S. Equity Power Buffer ETF - September$26,018,089$126,138 ▼-0.5%677,3786.5%ETFIGMiShares Expanded Tech Sector ETF$20,814,024$184,423 ▼-0.9%229,5585.2%ETFPJULInnovator U.S. Equity Power Buffer ETF - July$5,740,2980.0%142,8291.4%ETFBJANInnovator U.S. Equity Buffer ETF - January$5,232,122$149,223 ▲2.9%112,2001.3%ETFVYMVanguard High Dividend Yield ETF$4,295,825$35,206 ▼-0.8%33,3111.1%ETFPOCTInnovator U.S. Equity Power Buffer ETF - October$3,747,665$292,929 ▼-7.2%96,4650.9%ETFPMAYInnovator U.S. Equity Power Buffer ETF - May$3,101,3540.0%86,6300.8%ETFPJANInnovator U.S. Equity Power Buffer ETF - January$2,090,917$187,859 ▲9.9%50,4200.5%ETFIOCTInnovator International Developed Power Buffer ETF - October$1,797,623$1,797,623 ▲New Holding58,6500.4%ETFNOCNorthrop Grumman$1,710,113$1,710,113 ▲New Holding3,3400.4%AerospacePMARInnovator U.S. Equity Power Buffer ETF - March$1,364,6520.0%34,1720.3%TransportationMSFTMicrosoft$940,727$52,179 ▼-5.3%2,5060.2%Computer and TechnologySOXLDirexion Daily Semiconductors Bull 3x Shares$749,650$749,650 ▲New Holding47,0000.2%ETFAAPLApple$686,977$9,773 ▼-1.4%3,0930.2%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$642,9790.0%3,1140.2%ETFPGProcter & Gamble$588,778$1,193 ▲0.2%3,4550.1%Consumer StaplesTQQQProShares UltraPro QQQ$573,000$493,353 ▼-46.3%10,0000.1%ETFWMWaste Management$529,2320.0%2,2860.1%Business ServicesInvesco QQQ Trust$500,2790.0%1,0670.1%CommonPAUGInnovator U.S. Equity Power Buffer ETF - August$470,5500.0%12,4550.1%ETFAPDAir Products and Chemicals$418,5740.0%1,4190.1%Basic MaterialsIWFiShares Russell 1000 Growth ETF$407,6710.0%1,1290.1%ETFiShares Large Cap Max Buffer$374,250$374,250 ▲New Holding15,0000.1%CommonHDHome Depot$358,794$22,356 ▲6.6%9790.1%Retail/WholesaleLLYEli Lilly and Company$355,1410.0%4300.1%MedicalVTVVanguard Value ETF$336,1420.0%1,9460.1%ETFGOOGAlphabet$321,990$33,746 ▼-9.5%2,0610.1%Computer and TechnologyGAPRFT Cboe Vest U.S. Equity Moderate Buffer ETF - April$315,5490.0%8,4000.1%ETFGOOGLAlphabet$303,0940.0%1,9600.1%Computer and TechnologyVOOVanguard S&P 500 ETF$259,591$18,505 ▼-6.7%5050.1%ETFABBVAbbVie$239,062$36,456 ▲18.0%1,1410.1%MedicalNVDANVIDIA$221,881$72,840 ▲48.9%2,0470.1%Computer and TechnologyMCDMcDonald's$186,4850.0%5970.0%Retail/WholesaleUPSUnited Parcel Service$169,0550.0%1,5370.0%TransportationVICIVICI Properties$167,7320.0%5,1420.0%FinanceBACBank of America$166,920$39,101 ▼-19.0%4,0000.0%FinanceIVViShares Core S&P 500 ETF$158,5270.0%2820.0%ETFVTIVanguard Total Stock Market ETF$152,8520.0%5560.0%ETFELVElevance Health$137,8820.0%3170.0%MedicalTrane Technologies$134,7680.0%4000.0%CommonVHTVanguard Health Care ETF$129,4530.0%4890.0%ETFJPMJPMorgan Chase & Co.$123,549$37,996 ▼-23.5%5040.0%FinanceORCLOracle$111,8480.0%8000.0%Computer and TechnologyHIIHuntington Ingalls Industries$109,161$109,161 ▲New Holding5350.0%AerospaceSGOViShares 0-3 Month Treasury Bond ETF$100,670$30,201 ▼-23.1%1,0000.0%ETFIWBiShares Russell 1000 ETF$98,1570.0%3200.0%ETFQUALiShares MSCI USA Quality Factor ETF$97,0360.0%5680.0%ETFETNEaton$93,7810.0%3450.0%IndustrialsEWSiShares MSCI Singapore ETF$91,4760.0%3,8500.0%ETFFBINFortune Brands Innovations$91,3200.0%1,5000.0%Retail/WholesaleMMCMarsh & McLennan Companies$91,2670.0%3740.0%FinanceKOCoca-Cola$90,9570.0%1,2700.0%Consumer StaplesCMCSAComcast$90,2210.0%2,4450.0%Consumer DiscretionaryACVFAmerican Conservative Values ETF$85,6400.0%2,0000.0%ETFCVXChevron$83,6450.0%5000.0%EnergyVVisa$82,709$76,050 ▼-47.9%2360.0%Business ServicesHONHoneywell International$80,4650.0%3800.0%Multi-Sector ConglomeratesVIGVanguard Dividend Appreciation ETF$79,5360.0%4100.0%ETFAMZNAmazon.com$79,148$3,995 ▲5.3%4160.0%Retail/WholesaleAVGOBroadcom$78,6920.0%4700.0%Computer and TechnologyACNAccenture$74,578$43,062 ▼-36.6%2390.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$72,7210.0%1300.0%FinanceMRKMerck & Co., Inc.$69,1150.0%7700.0%MedicalSBUXStarbucks$67,1920.0%6850.0%Retail/WholesaleSTRVStrive 500 ETF$64,9080.0%1,8000.0%ETFJNJJohnson & Johnson$64,0140.0%3860.0%MedicalDUKDuke Energy$62,6930.0%5140.0%UtilitiesAJGArthur J. Gallagher & Co.$55,9290.0%1620.0%FinanceBLKBlackRock$53,9490.0%570.0%FinanceVTVanguard Total World Stock ETF$53,7730.0%4640.0%ETFQCOMQUALCOMM$51,6130.0%3360.0%Computer and TechnologyXOMExxon Mobil$48,5230.0%4080.0%EnergyMDLZMondelez International$48,5130.0%7150.0%Consumer StaplesISCViShares Morningstar Small-Cap Value ETF$47,4400.0%8000.0%ETFMETAMeta Platforms$46,6850.0%810.0%Computer and TechnologyLENLennar$45,9120.0%4000.0%ConstructionBABoeing$45,8780.0%2690.0%AerospaceVOEVanguard Mid-Cap Value ETF$45,5930.0%2840.0%ETFSOSouthern$44,596$9,471 ▼-17.5%4850.0%UtilitiesABTAbbott Laboratories$44,5700.0%3360.0%MedicalVUGVanguard Growth ETF$42,9580.0%1160.0%ETFNFLXNetflix$42,8960.0%460.0%Consumer DiscretionaryHIGThe Hartford Financial Services Group$42,0680.0%3400.0%FinanceEDConsolidated Edison$41,4710.0%3750.0%UtilitiesPDECInnovator U.S. Equity Power Buffer ETF - December$41,3600.0%1,1000.0%ETFBRBroadridge Financial Solutions$39,5210.0%1630.0%Business ServicesVONVVanguard Russell 1000 Value$38,5790.0%4670.0%ETFNEENextEra Energy$38,2810.0%5400.0%UtilitiesVONGVanguard Russell 1000 Growth ETF$37,6150.0%4050.0%ETFICEIntercontinental Exchange$37,6050.0%2180.0%FinanceIBMInternational Business Machines$36,553$36,553 ▲New Holding1470.0%Computer and TechnologyORAOrmat Technologies$35,3850.0%5000.0%EnergyPAYXPaychex$33,9420.0%2200.0%Business ServicesONEQFidelity NASDAQ Composite Index ETF$33,2160.0%4880.0%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$32,3050.0%4750.0%ETFShowing 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. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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