Stuart Chaussee & Associates, Inc. Top Holdings and 13F Report (2025) About Stuart Chaussee & Associates, Inc.Investment ActivityStuart Chaussee & Associates, Inc. has $443.86 million in total holdings as of June 30, 2025.Stuart Chaussee & Associates, Inc. owns shares of 180 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 70.45% of the portfolio was purchased this quarter.About 66.11% of the portfolio was sold this quarter.This quarter, Stuart Chaussee & Associates, Inc. has purchased 186 new stocks and bought additional shares in 14 stocks.Stuart Chaussee & Associates, Inc. sold shares of 11 stocks and completely divested from 21 stocks this quarter.Largest Holdings Innovator U.S. Equity Buffer ETF - April $100,262,781Innovator U.S. Equity Buffer ETF - February $69,690,792Innovator U.S. Equity Accelerated 9 Buffer ETF - April $52,322,095Vanguard Information Technology ETF $42,192,985FT Vest Nasdaq-100 Buffer ETF - June $41,135,389 Largest New Holdings this Quarter 45782C888 - Innovator U.S. Equity Buffer ETF - April $100,262,781 Holding45783Y301 - Innovator U.S. Equity Accelerated 9 Buffer ETF - April $52,322,095 Holding33740F557 - FT Vest Nasdaq-100 Buffer ETF - June $41,135,389 Holding33733E773 - FT Vest Bitcoin Strategy - Apr $27,525,144 Holding45783Y400 - Innovator U.S. Equity Accelerated Plus ETF - April $10,662,248 Holding Largest Purchases this Quarter Innovator U.S. Equity Buffer ETF - April 2,218,802 shares (about $100.26M)Innovator U.S. Equity Buffer ETF - February 1,560,224 shares (about $69.66M)Innovator U.S. Equity Accelerated 9 Buffer ETF - April 1,424,118 shares (about $52.32M)FT Vest Nasdaq-100 Buffer ETF - June 1,391,119 shares (about $41.14M)FT Vest Bitcoin Strategy - Apr 1,188,683 shares (about $27.53M) Largest Sales this Quarter Innovator U.S. Equity Power Buffer ETF - November 2,493,818 shares (about $98.56M)Innovator U.S. Equity Power Buffer ETF - July 125,805 shares (about $5.52M)Innovator U.S. Equity Power Buffer ETF - October 95,855 shares (about $3.96M)Innovator U.S. Equity Power Buffer ETF - September 62,479 shares (about $2.55M)Innovator U.S. Equity Power Buffer ETF - May 64,630 shares (about $2.44M) 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$100,262,781$100,262,781 ▲New Holding2,218,80222.6%ETFBFEBInnovator U.S. Equity Buffer ETF - February$69,690,792$69,664,002 ▲260,037.3%1,560,82415.7%ETFXBAPInnovator U.S. Equity Accelerated 9 Buffer ETF - April$52,322,095$52,322,095 ▲New Holding1,424,11811.8%ETFVGTVanguard Information Technology ETF$42,192,985$376,741 ▲0.9%63,6139.5%ETFQJUNFT Vest Nasdaq-100 Buffer ETF - June$41,135,389$41,135,389 ▲New Holding1,391,1199.3%ETFFT Vest Bitcoin Strategy - Apr$27,525,144$27,525,144 ▲New Holding1,188,6836.2%CommonIGMiShares Expanded Tech Sector ETF$25,778,435$10,111 ▼0.0%229,4685.8%ETFPSEPInnovator U.S. Equity Power Buffer ETF - September$25,143,220$2,554,766 ▼-9.2%614,8995.7%ETFXTAPInnovator U.S. Equity Accelerated Plus ETF - April$10,662,248$10,662,248 ▲New Holding279,0582.4%ETFPNOVInnovator U.S. Equity Power Buffer ETF - November$7,783,424$98,555,681 ▼-92.7%196,9491.8%ETFBJANInnovator U.S. Equity Buffer ETF - January$5,681,909$46,709 ▲0.8%113,1301.3%ETFQTAPInnovator Growth Accelerated Plus ETF - April$5,539,287$5,539,287 ▲New Holding131,8251.2%ETFVYMVanguard High Dividend Yield ETF$3,959,080$481,654 ▼-10.8%29,6980.9%ETFPJANInnovator U.S. Equity Power Buffer ETF - January$2,053,831$167,170 ▼-7.5%46,6250.5%ETFPMARInnovator U.S. Equity Power Buffer ETF - March$1,773,660$330,576 ▲22.9%42,0000.4%TransportationNOCNorthrop Grumman$1,669,9330.0%3,3400.4%AerospaceMSFTMicrosoft$1,246,5090.0%2,5060.3%Computer and TechnologyBJUNInnovator U.S. Equity Buffer ETF - June$1,109,535$1,109,535 ▲New Holding25,3550.2%ETFBMARInnovator U.S. Equity Buffer ETF - March$947,757$947,757 ▲New Holding19,3260.2%ETFXLKTechnology Select Sector SPDR Fund$915,173$126,615 ▲16.1%3,6140.2%ETFPMAYInnovator U.S. Equity Power Buffer ETF - May$831,340$2,442,250 ▼-74.6%22,0000.2%ETFPJULInnovator U.S. Equity Power Buffer ETF - July$746,502$5,516,546 ▼-88.1%17,0240.2%ETFAAPLApple$655,042$20,515 ▲3.2%3,1930.1%Computer and TechnologyXBOCInnovator U.S. Equity Accelerated 9 Buffer ETF - October$633,051$633,051 ▲New Holding19,8760.1%ETFInvesco QQQ Trust$588,947$551 ▲0.1%1,0680.1%CommonPGProcter & Gamble$551,578$1,115 ▲0.2%3,4620.1%Consumer StaplesBAUGInnovator U.S. Equity Buffer ETF - August$543,314$543,314 ▲New Holding11,8060.1%ETFWMWaste Management$523,0830.0%2,2860.1%Business ServicesIWFiShares Russell 1000 Growth ETF$479,3510.0%1,1290.1%ETFGOOGAlphabet$436,557$70,956 ▲19.4%2,4610.1%Computer and TechnologyPFEBInnovator U.S. Equity Power Buffer ETF - February$431,984$431,984 ▲New Holding11,3650.1%ETFAPDAir Products and Chemicals$400,3220.0%1,4190.1%Basic MaterialsiShares Large Cap Max Buffer$387,0020.0%15,0000.1%CommonGOOGLAlphabet$345,4110.0%1,9600.1%Computer and TechnologyQTJAInnovator Growth Accelerated Plus ETF - January$341,912$341,912 ▲New Holding12,5400.1%ETFHDHome Depot$336,576$22,365 ▼-6.2%9180.1%Retail/WholesaleLLYEli Lilly and Company$335,1980.0%4300.1%MedicalNVDANVIDIA$323,4440.0%2,0470.1%Computer and TechnologyGAPRFT Cboe Vest U.S. Equity Moderate Buffer ETF - April$321,7990.0%8,4000.1%ETFVOOVanguard S&P 500 ETF$286,9280.0%5050.1%ETFVTVVanguard Value ETF$269,695$74,228 ▼-21.6%1,5260.1%ETFABBVAbbVie$211,7920.0%1,1410.0%MedicalJPMJPMorgan Chase & Co.$203,999$57,954 ▲39.7%7040.0%FinanceBACBank of America$189,2800.0%4,0000.0%FinanceAVGOBroadcom$176,416$46,861 ▲36.2%6400.0%Computer and TechnologyIVViShares Core S&P 500 ETF$175,1720.0%2820.0%ETFTrane Technologies$174,9640.0%4000.0%CommonORCLOracle$174,9040.0%8000.0%Computer and TechnologyMCDMcDonald's$174,4250.0%5970.0%Retail/WholesaleVTIVanguard Total Stock Market ETF$169,0310.0%5560.0%ETFVICIVICI Properties$167,6290.0%5,1420.0%FinanceUPSUnited Parcel Service$155,1450.0%1,5370.0%TransportationDELLDell Technologies$142,829$142,829 ▲New Holding1,1650.0%Computer and TechnologyAMZNAmazon.com$140,629$49,363 ▲54.1%6410.0%Retail/WholesaleBDECInnovator U.S. Equity Buffer ETF - December$135,841$122,293 ▲902.7%3,0080.0%ETFHIIHuntington Ingalls Industries$129,1810.0%5350.0%AerospaceELVElevance Health$123,3000.0%3170.0%MedicalETNEaton$123,1620.0%3450.0%IndustrialsVHTVanguard Health Care ETF$121,4380.0%4890.0%ETFIWBiShares Russell 1000 ETF$108,6620.0%3200.0%ETFQUALiShares MSCI USA Quality Factor ETF$103,8100.0%5680.0%ETFSGOViShares 0-3 Month Treasury Bond ETF$100,6900.0%1,0000.0%ETFWMTWalmart$96,411$78,224 ▲430.1%9860.0%Retail/WholesaleKOCocaCola$89,8530.0%1,2700.0%Consumer StaplesHONHoneywell International$88,4940.0%3800.0%Multi-Sector ConglomeratesCMCSAComcast$87,2620.0%2,4450.0%Consumer DiscretionaryVIGVanguard Dividend Appreciation ETF$83,9150.0%4100.0%ETFVVisa$83,7920.0%2360.0%Business ServicesMMCMarsh & McLennan Companies$81,7710.0%3740.0%FinanceSPYSPDR S&P 500 ETF Trust$80,3210.0%1300.0%FinanceFBINFortune Brands Innovations$77,2200.0%1,5000.0%Retail/WholesaleGLDSPDR Gold Shares$76,208$76,208 ▲New Holding2500.0%FinanceCVXChevron$71,5950.0%5000.0%EnergyACNAccenture$71,4350.0%2390.0%Computer and TechnologySBUXStarbucks$62,7670.0%6850.0%Retail/WholesaleNFLXNetflix$61,6000.0%460.0%Consumer DiscretionaryMRKMerck & Co., Inc.$60,9530.0%7700.0%MedicalDUKDuke Energy$60,6520.0%5140.0%UtilitiesBLKBlackRock$59,8070.0%570.0%FinanceMETAMeta Platforms$59,7850.0%810.0%Computer and TechnologyVTVanguard Total World Stock ETF$59,6020.0%4640.0%ETFJNJJohnson & Johnson$58,9620.0%3860.0%MedicalBABoeing$56,3640.0%2690.0%AerospaceAJGArthur J. Gallagher & Co.$51,8590.0%1620.0%FinanceVUGVanguard Growth ETF$50,7870.0%1160.0%ETFSLViShares Silver Trust$48,723$48,723 ▲New Holding1,4850.0%ETFMDLZMondelez International$48,2200.0%7150.0%Consumer StaplesVOEVanguard Mid-Cap Value ETF$46,7070.0%2840.0%ETFABTAbbott Laboratories$45,6990.0%3360.0%MedicalSOSouthern$44,5380.0%4850.0%UtilitiesVONGVanguard Russell 1000 Growth ETF$44,2680.0%4050.0%ETFLENLennar$44,2440.0%4000.0%ConstructionXOMExxon Mobil$43,9820.0%4080.0%EnergyIBMInternational Business Machines$43,3330.0%1470.0%Computer and TechnologyHIGThe Hartford Insurance Group$43,1360.0%3400.0%FinanceICEIntercontinental Exchange$39,9960.0%2180.0%FinanceVONVVanguard Russell 1000 Value ETF$39,8270.0%4670.0%ETFBRBroadridge Financial Solutions$39,6140.0%1630.0%Computer and TechnologyONEQFidelity NASDAQ Composite Index ETF$39,0890.0%4880.0%ETFADIAnalog Devices$38,0830.0%1600.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. 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