Stuart Chaussee & Associates

BEVERLY HILLS, CAfiles as Stuart Chaussee & Associates, Inc.

$458m in 180 US stocks at the end of 30 September 2025. The top 10 are 92.8% of the money. It changed about 33.5% of the portfolio this quarter.

Value

$458m

Stocks

180

Top 10 share

92.8%

Turnover

33.5%

What changed this quarter

New

Bought for the first time this quarter.

First TR Exchng Traded FD VIFHDG
19.0% of the fund
AIM ETF Products TrustSIXP
12.6% of the fund
Innovator Etfs TrustRBUF
0.1% of the fund
Innovator Etfs TrustZALT
0.1% of the fund
Ishares TRIEFA
<0.1% of the fund
FigmaFDXTF
<0.1% of the fund
SynopsysSNPS
<0.1% of the fund

Added

Bought more of a stock they already held.

Invesco Exchange Traded FD TRSP
<0.1% of the fund
+4011%
Ishares Silver TRSLV
<0.1% of the fund
+268%
Spdr Gold TRGLD
<0.1% of the fund
+90%
Amazon.comAMZN
<0.1% of the fund
+4%

Cut

Sold some of their stake.

Innovator Etfs TrustPSEP
5.5% of the fund
-4%
Innovator Etfs TrustXTAP
1.8% of the fund
-25%
Innovator Etfs TrustPJAN
0.4% of the fund
-9%
Innovator Etfs TrustPMAR
0.3% of the fund
-15%
Innovator Etfs TrustBMAR
0.2% of the fund
-15%
Innovator Etfs TrustXBOC
0.1% of the fund
-3%
Innovator Etfs TrustBAUG
0.1% of the fund
-9%
Ishares TRDMAX
<0.1% of the fund
-7%
Innovator Etfs TrustPFEB
<0.1% of the fund
-30%
Vanguard Index FDSVTV
<0.1% of the fund
-3%
Innovator Etfs TrustQTAP
<0.1% of the fund
-98%
Ishares TRSGOV
<0.1% of the fund
-5%
Elevance HealthELV
<0.1% of the fund
-27%
Spdr Series TrustSPTM
<0.1% of the fund
-57%
StarbucksSBUX
<0.1% of the fund
-73%
ConocoPhillipsCOP
<0.1% of the fund
-24%

Sold out

Sold their entire stake.

Innovator Etfs TrustBFEB
-100%
First TR Exchng Traded FD VIQJUN
-100%
First TR Exchange-Traded FDBFAP
-100%
Innovator Etfs TrustPDEC
-100%
ShopifySHOP
-100%
Ansys
-100%
TotalEnergies SETTE
-100%

Holdings

Innovator Etfs TrustBAPR
Share
22.6%
Value
$103m
Shares
2,204,829
Held
First TR Exchng Traded FD VIFHDG
Share
19.0%
Value
$87m
Shares
2,640,452
New
AIM ETF Products TrustSIXP
Share
12.6%
Value
$58m
Shares
1,875,210
New
Innovator Etfs TrustXBAP
Share
11.7%
Value
$54m
Shares
1,420,593
Held
Vanguard World FDVGT
Share
10.2%
Value
$47m
Shares
62,930
Held
Ishares TRIGM
Share
6.3%
Value
$29m
Shares
228,640
Held
Innovator Etfs TrustPSEP
Share
5.5%
Value
$25m
Shares
588,586
-4%
Innovator Etfs TrustXTAP
Share
1.8%
Value
$8m
Shares
207,958
-25%
Innovator Etfs TrustPNOV
Share
1.7%
Value
$8m
Shares
194,699
Held
Innovator Etfs TrustBJAN
Share
1.3%
Value
$6m
Shares
112,930
Held
Vanguard Whitehall FDSVYM
Share
0.9%
Value
$4m
Shares
29,110
Held
Northrop GrummanNOC
Share
0.4%
Value
$2m
Shares
3,340
Held
Innovator Etfs TrustPJAN
Share
0.4%
Value
$2m
Shares
42,535
-9%
Innovator Etfs TrustPMAR
Share
0.3%
Value
$2m
Shares
35,690
-15%
MicrosoftMSFT
Share
0.3%
Value
$1m
Shares
2,506
Held
Innovator Etfs TrustBJUN
Share
0.3%
Value
$1m
Shares
25,355
Held
Select Sector Spdr TRXLK
Share
0.2%
Value
$1m
Shares
3,614
Held
Innovator Etfs TrustPMAY
Share
0.2%
Value
$855,690
Shares
22,000
Held
Innovator Etfs TrustBMAR
Share
0.2%
Value
$851,313
Shares
16,500
-15%
AppleAAPL
Share
0.2%
Value
$819,827
Shares
3,220
Held
Innovator Etfs TrustPJUL
Share
0.2%
Value
$776,294
Shares
17,024
Held
Powershares QQQ Trust SER 1
Share
0.1%
Value
$641,278
Shares
1,068
Held
Innovator Etfs TrustXBOC
Share
0.1%
Value
$632,264
Shares
19,276
-3%
AlphabetGOOG
Share
0.1%
Value
$606,683
Shares
2,491
Held
Innovator Etfs TrustRBUF
Share
0.1%
Value
$589,924
Shares
20,562
New
Innovator Etfs TrustZALT
Share
0.1%
Value
$575,338
Shares
18,047
New
Procter & GamblePG
Share
0.1%
Value
$533,110
Shares
3,470
Held
Ishares TRIWF
Share
0.1%
Value
$528,835
Shares
1,129
Held
Innovator Etfs TrustBAUG
Share
0.1%
Value
$525,670
Shares
10,730
-9%
Waste ManagementWM
Share
0.1%
Value
$504,817
Shares
2,286
Held
AlphabetGOOGL
Share
0.1%
Value
$476,476
Shares
1,960
Held
Air Products & ChemicalsAPD
Share
<0.1%
Value
$387,066
Shares
1,419
Held
NvidiaNVDA
Share
<0.1%
Value
$381,975
Shares
2,047
Held
Home DepotHD
Share
<0.1%
Value
$371,964
Shares
918
Held
Ishares TRDMAX
Share
<0.1%
Value
$368,559
Shares
13,950
-7%
Innovator Etfs Trust Grwt Accltd PlusQTJA
Share
<0.1%
Value
$362,223
Shares
12,540
Held
First TR Exchng Traded FD VIGAPR
Share
<0.1%
Value
$329,669
Shares
8,400
Held
Eli LillyLLY
Share
<0.1%
Value
$328,090
Shares
430
Held
Innovator Etfs TrustPFEB
Share
<0.1%
Value
$316,726
Shares
7,980
-30%
Vanguard Index FDSVOO
Share
<0.1%
Value
$309,331
Shares
505
Held
Invesco Exchange Traded FD TRSP
Share
<0.1%
Value
$280,756
Shares
1,480
+4011%
Vanguard Index FDSVTV
Share
<0.1%
Value
$277,113
Shares
1,486
-3%
AbbVieABBV
Share
<0.1%
Value
$264,187
Shares
1,141
Held
Ishares Silver TRSLV
Share
<0.1%
Value
$231,340
Shares
5,460
+268%
OracleORCL
Share
<0.1%
Value
$224,992
Shares
800
Held
JPMorgan ChaseJPM
Share
<0.1%
Value
$221,957
Shares
704
Held
BroadcomAVGO
Share
<0.1%
Value
$211,142
Shares
640
Held
Bank of AmericaBAC
Share
<0.1%
Value
$206,360
Shares
4,000
Held
Ishares TRIVV
Share
<0.1%
Value
$188,827
Shares
282
Held
Vanguard Index FDSVTI
Share
<0.1%
Value
$182,512
Shares
556
Held
McDonald'sMCD
Share
<0.1%
Value
$181,422
Shares
597
Held
Spdr Gold TRGLD
Share
<0.1%
Value
$168,848
Shares
475
+90%
Trane Technologies
Share
<0.1%
Value
$168,784
Shares
400
Held
Vici PropertiesVICI
Share
<0.1%
Value
$167,681
Shares
5,142
Held
Dell TechnologiesDELL
Share
<0.1%
Value
$165,162
Shares
1,165
Held
Huntington Ingalls IndustriesHII
Share
<0.1%
Value
$154,032
Shares
535
Held
Amazon.comAMZN
Share
<0.1%
Value
$146,673
Shares
668
+4%
Innovator Etfs TrustBDEC
Share
<0.1%
Value
$144,173
Shares
3,008
Held
EatonETN
Share
<0.1%
Value
$129,116
Shares
345
Held
United Parcel ServiceUPS
Share
<0.1%
Value
$128,386
Shares
1,537
Held
Vanguard World FDVHT
Share
<0.1%
Value
$126,944
Shares
489
Held
Ishares TRIWB
Share
<0.1%
Value
$116,954
Shares
320
Held
Ishares TRQUAL
Share
<0.1%
Value
$110,442
Shares
568
Held
Innovator Etfs TrustQTAP
Share
<0.1%
Value
$107,986
Shares
2,470
-98%
Ishares TRIEFA
Share
<0.1%
Value
$104,510
Shares
1,197
New
WalmartWMT
Share
<0.1%
Value
$101,617
Shares
986
Held
Ishares TRSGOV
Share
<0.1%
Value
$95,665
Shares
950
-5%
Vanguard Specialized FundsVIG
Share
<0.1%
Value
$88,474
Shares
410
Held
State STR Spdr S&P 500 ETF TSPY
Share
<0.1%
Value
$86,603
Shares
130
Held
Coca-ColaKO
Share
<0.1%
Value
$84,226
Shares
1,270
Held
VisaV
Share
<0.1%
Value
$80,566
Shares
236
Held
Fortune Brands InnovationsFBIN
Share
<0.1%
Value
$80,085
Shares
1,500
Held
Honeywell InternationalHON
Share
<0.1%
Value
$79,990
Shares
380
Held
ChevronCVX
Share
<0.1%
Value
$77,645
Shares
500
Held
ComcastCMCSA
Share
<0.1%
Value
$76,822
Shares
2,445
Held
Marsh & McLennan CompaniesMRSH
Share
<0.1%
Value
$75,372
Shares
374
Held
Elevance HealthELV
Share
<0.1%
Value
$74,964
Shares
232
-27%
Johnson & JohnsonJNJ
Share
<0.1%
Value
$71,572
Shares
386
Held
BlackRockBLK
Share
<0.1%
Value
$66,455
Shares
57
Held
MerckMRK
Share
<0.1%
Value
$64,626
Shares
770
Held
Vanguard Intl Equity Index FVT
Share
<0.1%
Value
$63,906
Shares
464
Held
Duke EnergyDUK
Share
<0.1%
Value
$63,608
Shares
514
Held
Meta PlatformsMETA
Share
<0.1%
Value
$59,485
Shares
81
Held
AccentureACN
Share
<0.1%
Value
$58,937
Shares
239
Held
BoeingBA
Share
<0.1%
Value
$58,058
Shares
269
Held
Vanguard Index FDSVUG
Share
<0.1%
Value
$55,561
Shares
116
Held
NetflixNFLX
Share
<0.1%
Value
$55,150
Shares
46
Held
LennarLEN
Share
<0.1%
Value
$50,416
Shares
400
Held
Arthur J. GallagherAJG
Share
<0.1%
Value
$50,178
Shares
162
Held
Vanguard Index FDSVOE
Share
<0.1%
Value
$49,581
Shares
284
Held
Vanguard Scottsdale FDSVONG
Share
<0.1%
Value
$48,849
Shares
405
Held
ExxonMobil HoldingsXOM
Share
<0.1%
Value
$46,002
Shares
408
Held
Southern CompanySO
Share
<0.1%
Value
$45,963
Shares
485
Held
Hartford Insurance GroupHIG
Share
<0.1%
Value
$45,353
Shares
340
Held
Abbott LaboratoriesABT
Share
<0.1%
Value
$45,004
Shares
336
Held
Mondelez InternationalMDLZ
Share
<0.1%
Value
$44,666
Shares
715
Held
Fidelity Comwlth TRONEQ
Share
<0.1%
Value
$43,495
Shares
488
Held
Vanguard Scottsdale FDSVONV
Share
<0.1%
Value
$41,771
Shares
467
Held
International Business MachinesIBM
Share
<0.1%
Value
$41,478
Shares
147
Held
NextEra EnergyNEE
Share
<0.1%
Value
$40,765
Shares
540
Held

Company	Share of fund	Value	Shares	Change
Innovator Etfs TrustBAPR	22.6%	$103m	2,204,829	Held
First TR Exchng Traded FD VIFHDG	19.0%	$87m	2,640,452	New
AIM ETF Products TrustSIXP	12.6%	$58m	1,875,210	New
Innovator Etfs TrustXBAP	11.7%	$54m	1,420,593	Held
Vanguard World FDVGT	10.2%	$47m	62,930	Held
Ishares TRIGM	6.3%	$29m	228,640	Held
Innovator Etfs TrustPSEP	5.5%	$25m	588,586	-4%
Innovator Etfs TrustXTAP	1.8%	$8m	207,958	-25%
Innovator Etfs TrustPNOV	1.7%	$8m	194,699	Held
Innovator Etfs TrustBJAN	1.3%	$6m	112,930	Held
Vanguard Whitehall FDSVYM	0.9%	$4m	29,110	Held
Northrop GrummanNOC	0.4%	$2m	3,340	Held
Innovator Etfs TrustPJAN	0.4%	$2m	42,535	-9%
Innovator Etfs TrustPMAR	0.3%	$2m	35,690	-15%
MicrosoftMSFT	0.3%	$1m	2,506	Held
Innovator Etfs TrustBJUN	0.3%	$1m	25,355	Held
Select Sector Spdr TRXLK	0.2%	$1m	3,614	Held
Innovator Etfs TrustPMAY	0.2%	$855,690	22,000	Held
Innovator Etfs TrustBMAR	0.2%	$851,313	16,500	-15%
AppleAAPL	0.2%	$819,827	3,220	Held
Innovator Etfs TrustPJUL	0.2%	$776,294	17,024	Held
Powershares QQQ Trust SER 1	0.1%	$641,278	1,068	Held
Innovator Etfs TrustXBOC	0.1%	$632,264	19,276	-3%
AlphabetGOOG	0.1%	$606,683	2,491	Held
Innovator Etfs TrustRBUF	0.1%	$589,924	20,562	New
Innovator Etfs TrustZALT	0.1%	$575,338	18,047	New
Procter & GamblePG	0.1%	$533,110	3,470	Held
Ishares TRIWF	0.1%	$528,835	1,129	Held
Innovator Etfs TrustBAUG	0.1%	$525,670	10,730	-9%
Waste ManagementWM	0.1%	$504,817	2,286	Held
AlphabetGOOGL	0.1%	$476,476	1,960	Held
Air Products & ChemicalsAPD	<0.1%	$387,066	1,419	Held
NvidiaNVDA	<0.1%	$381,975	2,047	Held
Home DepotHD	<0.1%	$371,964	918	Held
Ishares TRDMAX	<0.1%	$368,559	13,950	-7%
Innovator Etfs Trust Grwt Accltd PlusQTJA	<0.1%	$362,223	12,540	Held
First TR Exchng Traded FD VIGAPR	<0.1%	$329,669	8,400	Held
Eli LillyLLY	<0.1%	$328,090	430	Held
Innovator Etfs TrustPFEB	<0.1%	$316,726	7,980	-30%
Vanguard Index FDSVOO	<0.1%	$309,331	505	Held
Invesco Exchange Traded FD TRSP	<0.1%	$280,756	1,480	+4011%
Vanguard Index FDSVTV	<0.1%	$277,113	1,486	-3%
AbbVieABBV	<0.1%	$264,187	1,141	Held
Ishares Silver TRSLV	<0.1%	$231,340	5,460	+268%
OracleORCL	<0.1%	$224,992	800	Held
JPMorgan ChaseJPM	<0.1%	$221,957	704	Held
BroadcomAVGO	<0.1%	$211,142	640	Held
Bank of AmericaBAC	<0.1%	$206,360	4,000	Held
Ishares TRIVV	<0.1%	$188,827	282	Held
Vanguard Index FDSVTI	<0.1%	$182,512	556	Held
McDonald'sMCD	<0.1%	$181,422	597	Held
Spdr Gold TRGLD	<0.1%	$168,848	475	+90%
Trane Technologies	<0.1%	$168,784	400	Held
Vici PropertiesVICI	<0.1%	$167,681	5,142	Held
Dell TechnologiesDELL	<0.1%	$165,162	1,165	Held
Huntington Ingalls IndustriesHII	<0.1%	$154,032	535	Held
Amazon.comAMZN	<0.1%	$146,673	668	+4%
Innovator Etfs TrustBDEC	<0.1%	$144,173	3,008	Held
EatonETN	<0.1%	$129,116	345	Held
United Parcel ServiceUPS	<0.1%	$128,386	1,537	Held
Vanguard World FDVHT	<0.1%	$126,944	489	Held
Ishares TRIWB	<0.1%	$116,954	320	Held
Ishares TRQUAL	<0.1%	$110,442	568	Held
Innovator Etfs TrustQTAP	<0.1%	$107,986	2,470	-98%
Ishares TRIEFA	<0.1%	$104,510	1,197	New
WalmartWMT	<0.1%	$101,617	986	Held
Ishares TRSGOV	<0.1%	$95,665	950	-5%
Vanguard Specialized FundsVIG	<0.1%	$88,474	410	Held
State STR Spdr S&P 500 ETF TSPY	<0.1%	$86,603	130	Held
Coca-ColaKO	<0.1%	$84,226	1,270	Held
VisaV	<0.1%	$80,566	236	Held
Fortune Brands InnovationsFBIN	<0.1%	$80,085	1,500	Held
Honeywell InternationalHON	<0.1%	$79,990	380	Held
ChevronCVX	<0.1%	$77,645	500	Held
ComcastCMCSA	<0.1%	$76,822	2,445	Held
Marsh & McLennan CompaniesMRSH	<0.1%	$75,372	374	Held
Elevance HealthELV	<0.1%	$74,964	232	-27%
Johnson & JohnsonJNJ	<0.1%	$71,572	386	Held
BlackRockBLK	<0.1%	$66,455	57	Held
MerckMRK	<0.1%	$64,626	770	Held
Vanguard Intl Equity Index FVT	<0.1%	$63,906	464	Held
Duke EnergyDUK	<0.1%	$63,608	514	Held
Meta PlatformsMETA	<0.1%	$59,485	81	Held
AccentureACN	<0.1%	$58,937	239	Held
BoeingBA	<0.1%	$58,058	269	Held
Vanguard Index FDSVUG	<0.1%	$55,561	116	Held
NetflixNFLX	<0.1%	$55,150	46	Held
LennarLEN	<0.1%	$50,416	400	Held
Arthur J. GallagherAJG	<0.1%	$50,178	162	Held
Vanguard Index FDSVOE	<0.1%	$49,581	284	Held
Vanguard Scottsdale FDSVONG	<0.1%	$48,849	405	Held
ExxonMobil HoldingsXOM	<0.1%	$46,002	408	Held
Southern CompanySO	<0.1%	$45,963	485	Held
Hartford Insurance GroupHIG	<0.1%	$45,353	340	Held
Abbott LaboratoriesABT	<0.1%	$45,004	336	Held
Mondelez InternationalMDLZ	<0.1%	$44,666	715	Held
Fidelity Comwlth TRONEQ	<0.1%	$43,495	488	Held
Vanguard Scottsdale FDSVONV	<0.1%	$41,771	467	Held
International Business MachinesIBM	<0.1%	$41,478	147	Held
NextEra EnergyNEE	<0.1%	$40,765	540	Held

Showing the largest 100 of 180.

Over time and by industry

Value over time

Sep '25

Value is up 3.3% since 30 June 2025.

Where the money is

Technology0.7%

Industrials0.7%

Media & telecom0.3%

Financial services0.2%

Health care0.2%

Retail & consumer0.2%

Everyday goods0.2%

Materials0.1%

Utilities0.0%

Real estate0.0%

Energy0.0%

Other97.3%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.