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Latest Stuart Chaussee & Associates, Inc. Stock Portfolio

$458Million | No. of Holdings #179

Stuart Chaussee & Associates, Inc. Performance

2025 Q3+1.47%
YTD+3.22%
2024-2.74%

About Stuart Chaussee & Associates, Inc. and 13F Hedge Fund Stock Holdings

Stuart Chaussee & Associates, Inc. is a hedge fund based in Palos Verdes Estates, CA. On 2025-10-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, Stuart Chaussee & Associates, Inc. reported an equity portfolio of $458.4 Millions as of 30 Sep, 2025. <br><br> The top stock holdings of Stuart Chaussee & Associates, Inc. are BAPR, BUFD, AZAA. The fund has invested 22.6% of it's portfolio in INNOVATOR BUFFER - APR. and 19% of portfolio in FT VEST QUARTERLY DYNAMIC BUFF. <br><br> The fund managers got completely rid off INNOVATOR BUFFER - FEB. (BAPR), FT VEST NASDAQ-100 BUFFER - JU (AFLG) and FT VEST BITCOIN STRATEGY - APR (BGLD) stocks. They significantly reduced their stock positions in INNOVATOR GROWTH-100 - APR. (BALT), STARBUCKS (SBUX) and SPDR S&P 1500 (BIL). Stuart Chaussee & Associates, Inc. opened new stock positions in FT VEST QUARTERLY DYNAMIC BUFF (BUFD), ALLIANZIM US LARGECAP 6 MONTH BUFFER10 MAR/SEP ETF (AZAA) and INNOVATOR SC BUFFER 10 - QUART (BALT). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO S&P 500 EQUAL WEIGHT (CSD), ISHARES SILVER (SLV) and SPDR GOLD SHARES (GLD).
Stuart Chaussee & Associates, Inc. Equity Portfolio Value
Last Reported on: 22 Oct, 2025
$458Million
  as of Oct 22, 2025

Stuart Chaussee & Associates, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Stuart Chaussee & Associates, Inc. made a return of 1.47% in the last quarter. In trailing 12 months, it's portfolio return was 3.57%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ft vest quarterly dynamic buff87,055,700
allianzim us largecap 6 month buffer10 mar/sep etf57,775,400
innovator sc buffer 10 - quart589,924
innovator large cap buffer 10575,338
ishares core msci eafe104,510
figma2,594
synopsys2,467
New stocks bought by Stuart Chaussee & Associates, Inc.

Additions

Ticker% Inc.
invesco s&p 500 equal weight4,011
ishares silver267
spdr gold shares90.00
amazon.com4.21
alphabet1.22
apple0.85
procter & gamble0.23
Additions to existing portfolio by Stuart Chaussee & Associates, Inc.

Reductions

Ticker% Reduced
innovator growth-100 - apr.-98.13
starbucks-72.99
spdr s&p 1500-56.84
innovator power buffer - feb.-29.78
elevance health-26.81
innovator accelerated plus - a-25.48
conocophillips-23.68
innovator power buffer - mar.-15.02
Stuart Chaussee & Associates, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
innovator buffer - feb.-69,690,800
ft vest nasdaq-100 buffer - ju-41,135,400
ft vest bitcoin strategy - apr-27,525,100
innovator power buffer - dec.-14,004
shopify-13,842
totalenergies-5,095
ansys inc.-5,971
Stuart Chaussee & Associates, Inc. got rid off the above stocks

Sector Distribution

Stuart Chaussee & Associates, Inc. has about 97.3% of it's holdings in Others sector.

  • Others
Sector%
Others97.3

Market Cap. Distribution

Stuart Chaussee & Associates, Inc. has about 2.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED97.3
MEGA-CAP1.5
LARGE-CAP1.2

Stocks belong to which Index?

About 2.7% of the stocks held by Stuart Chaussee & Associates, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others97.3
S&P 5002.7
Top 5 Winners (%)%
TER
teradyne
53.0 %
GOOG
alphabet
37.9 %
LRCX
lam research
37.6 %
GOOG
alphabet
36.7 %
ORCL
oracle
28.6 %
Top 5 Winners ($)$
IJR
ishares expanded technology
3.1 M
NOC
northrop grumman
0.4 M
GOOG
alphabet
0.2 M
AAPL
apple
0.2 M
GOOG
alphabet
0.1 M
Top 5 Losers (%)%
IT
gartner
-35.0 %
ACN
accenture
-17.5 %
JKHY
jack henry
-17.3 %
UPS
ups
-17.3 %
ELV
elevance health
-16.9 %
Top 5 Losers ($)$
UPS
ups
0.0 M
ELV
elevance health
0.0 M
PG
procter & gamble
0.0 M
WM
waste management
0.0 M
APD
air products & chemicals
0.0 M

Stuart Chaussee & Associates, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Stuart Chaussee & Associates, Inc.

Stuart Chaussee & Associates, Inc. has 179 stocks in it's portfolio. About 92.8% of the portfolio is in top 10 stocks. UPS proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Stuart Chaussee & Associates, Inc. last quarter.

$458.43MTotal Value
187Positions
22 Oct, 2025Last Reported
Current holdings of Current Stock Holdings of Stuart Chaussee & Associates, Inc., last reported on 22 Oct, 2025. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACWF
Ishares Core Dividend Growth

Ishares Core Dividend Growth

ACWF
Stuart Chaussee & Associates, Inc.'s holding in Ishares Core Dividend Growth over time
0.01%478
$32.5K
0.01%
unchanged 0 percentunchanged
AFLG
Ft Vest Moderate Buffer - Apri

Ft Vest Moderate Buffer - Apri

AFLG
Stuart Chaussee & Associates, Inc.'s holding in Ft Vest Moderate Buffer - Apri over time
0.07%8,400
$329.7K
0.07%
unchanged 0 percentunchanged
AFLG
Ft Vest Nasdaq-100 Buffer - Ju

Ft Vest Nasdaq-100 Buffer - Ju

AFLG
Stuart Chaussee & Associates, Inc.'s holding in Ft Vest Nasdaq-100 Buffer - Ju over time
0%0.00
$0.00
0%
decreased 100 percentsold off