Stuart Chaussee & Associates, Inc. Holdings & Portfolio - 13F Filings Analysis - Stocknear

Stuart Chaussee & Associates, Inc.

CIK Number: 0001653253

443.86M
Market Value
170
# of Holdings
15 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 16, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 PNOV Innovator U.S. ...
40.88
+0.28% 2.69M -2.33% 100.15M 31.32 24.95% Share
2 BOCT Innovator S&P 5...
47.80
+0.44% 1.78M +100.00% 74.71M 42.04 18.61% Share
3 XBJA Innovator U.S. ...
31.18
+0.39% 2.15M +100.00% 60.61M 28.23 15.10% Share
4 ISEP Innovator ETFs ...
31.82
+0.48% 1.4M +100.00% 40.16M 28.76 10.00% Share
5 VGT Vanguard Inform...
718.69
+0.53% 63.05K -4.68% 34.19M 258.72 8.52% Share
6 PSEP Innovator S&P 5...
42.66
+0.38% 677.38K -0.48% 26.02M 29.28 6.48% Share
7 IGM iShares Expande...
122.41
+0.24% 229.56K -0.88% 20.81M 40.13 5.19% Share
8 PJUL Innovator S&P 5...
45.36
+0.47% 142.83K 0.00% 5.74M 36.19 1.43% Share
9 BJAN Innovator U.S. ...
52.55
+0.47% 112.2K +2.94% 5.23M 33.43 1.30% Share
10 VYM Vanguard High D...
142.04
+0.90% 33.31K -0.81% 4.3M 110.63 1.07% Share
11 POCT Innovator S&P 5...
42.82
+0.12% 96.47K -7.25% 3.75M 36.33 0.93% Share
12 PMAY Innovator S&P 5...
38.73
+0.25% 86.63K 0.00% 3.1M 31.4 0.77% Share
13 PJAN Innovator U.S. ...
45.49
+0.25% 50.42K +9.87% 2.09M 36.65 0.52% Share
14 IOCT Innovator Inter...
34.10
+0.93% 58.65K +100.00% 1.8M 30.65 0.45% Share
15 NOC Northrop Grumma...
582.85
+0.51% 3.34K +100.00% 1.71M 512.01 0.43% Share
16 PMAR Innovator S&P 5...
43.66
+0.28% 34.17K 0.00% 1.36M 32.17 0.34% Share
17 MSFT Microsoft Corpo...
501.01
+0.13% 2.51K -5.26% 940.73K 265.89 0.23% Share
18 SOXL Direxion Daily ...
29.17
+1.99% 47K +100.00% 749.65K 15.95 0.19% Share
19 AAPL Apple Inc.
230.03
+1.43% 3.09K -1.4% 686.98K 170.63 0.17% Share
20 XLK Technology Sele...
270.91
+0.28% 3.11K 0.00% 642.98K 117.04 0.16% Share
21 PG The Procter & G...
158.63
+0.81% 3.46K +0.20% 588.78K 92.9 0.15% Share
22 TQQQ ProShares Ultra...
95.58
+1.69% 10K -46.27% 573K 79.13 0.14% Share
23 WM Waste Managemen...
220.47
+1.28% 2.29K 0.00% 529.23K 92.09 0.13% Share
24 QQQ Invesco QQQ Tru...
584.09
+0.58% 1.07K 0.00% 500.28K 207.08 0.12% Share
25 PAUG Innovator U.S. ...
42.19
+0.38% 12.46K 0.00% 470.55K 33.37 0.12% Share
26 APD Air Products an...
294.50
+2.43% 1.42K 0.00% 418.57K 296.46 0.10% Share
27 IWF iShares Russell...
458.61
+0.52% 1.13K 0.00% 407.67K 242.56 0.10% Share
28 HD The Home Depot,...
423.33
+2.44% 979 +6.64% 358.79K 230.89 0.09% Share
29 LLY Eli Lilly and C...
755.95
+0.18% 430 0.00% 355.14K 181.82 0.09% Share
30 VTV Vanguard Value ...
186.08
+1.23% 1.95K 0.00% 336.14K 162.4 0.08% Share
31 GOOG Alphabet Inc.
240.78
+0.51% 2.06K -9.49% 321.99K 101.82 0.08% Share
32 GAPR First Trust Exc...
39.11
+0.15% 8.4K 0.00% 315.55K 31.07 0.08% Share
33 GOOGL Alphabet Inc.
240.37
+0.50% 1.96K 0.00% 303.09K 67.99 0.08% Share
34 VOO Vanguard S&P 50...
604.58
+0.82% 505 -6.65% 259.59K 461.5 0.06% Share
35 ABBV AbbVie Inc.
220.19
+4.04% 1.14K +17.99% 239.06K 118.64 0.06% Share
36 NVDA NVIDIA Corporat...
177.06
-0.15% 2.05K +48.87% 221.88K 119.61 0.06% Share
37 MCD McDonald's Corp...
308.37
+0.79% 597 0.00% 186.49K 170.96 0.05% Share
38 UPS United Parcel S...
84.64
+0.94% 1.54K 0.00% 169.06K 129.05 0.04% Share
39 VICI VICI Properties...
33.15
+0.03% 5.14K 0.00% 167.73K 29.79 0.04% Share
40 BAC Bank of America...
50.73
+1.19% 4K -18.98% 166.92K 41.2 0.04% Share
41 IVV iShares Core S&...
660.91
+0.83% 282 0.00% 158.53K 536.11 0.04% Share
42 VTI Vanguard Total ...
324.77
+0.92% 556 0.00% 152.85K 239.55 0.04% Share
43 ELV Elevance Health...
314.81
+2.63% 317 0.00% 137.88K 389.14 0.03% Share
44 VHT Vanguard Health...
259.97
+1.71% 489 0.00% 129.45K 282.2 0.03% Share
45 JPM JPMorgan Chase ...
305.50
+1.65% 504 -23.52% 123.55K 201.01 0.03% Share
46 ORCL Oracle Corporat...
307.79
-6.26% 800 0.00% 111.85K 77.84 0.03% Share
47 HII Huntington Inga...
275.72
+1.39% 535 +100.00% 109.16K 204.04 0.03% Share
48 SGOV iShares 0-3 Mon...
100.50
+0.02% 1K -23.08% 100.67K 100.34 0.03% Share
49 IWB iShares Russell...
361.81
+0.84% 320 0.00% 98.16K 298.15 0.02% Share
50 QUAL iShares MSCI US...
191.55
+1.04% 568 0.00% 97.04K 169.25 0.02% Share
51 ETN Eaton Corporati...
360.08
-0.6% 345 0.00% 93.78K 137.34 0.02% Share
52 EWS iShares MSCI Si...
29.14
+0.69% 3.85K 0.00% 91.48K 21.85 0.02% Share
53 MMC Marsh & McLenna...
203.41
+2.33% 374 0.00% 91.27K 171.82 0.02% Share
54 KO The Coca-Cola C...
67.59
-0.34% 1.27K 0.00% 90.96K 46.21 0.02% Share
55 CMCSA Comcast Corpora...
33.40
-0.24% 2.44K 0.00% 90.22K 50.38 0.02% Share
56 ACVF American Conser...
49.20
+0.77% 2K 0.00% 85.64K 43.72 0.02% Share
57 CVX Chevron Corpora...
158.25
+0.29% 500 0.00% 83.64K 120.8 0.02% Share
58 V Visa Inc.
343.48
+1.59% 236 -47.9% 82.71K 272.3 0.02% Share
59 HON Honeywell Inter...
215.31
+1.71% 380 0.00% 80.47K 178.43 0.02% Share
60 VIG Vanguard Divide...
216.56
+0.90% 410 0.00% 79.54K 162.43 0.02% Share
61 AMZN Amazon.com, Inc...
229.95
-0.16% 416 +5.32% 79.15K 197.52 0.02% Share
62 AVGO Broadcom Inc.
359.63
-2.69% 470 0.00% 78.69K 175.57 0.02% Share
63 ACN Accenture plc
244.04
+0.38% 239 -36.6% 74.58K 315.86 0.02% Share
64 SPY SPDR S&P 500 ET...
657.61
+0.83% 130 0.00% 72.72K 399.39 0.02% Share
65 MRK Merck & Co., In...
85.16
+1.34% 770 0.00% 69.11K 81.03 0.02% Share
66 SBUX Starbucks Corpo...
82.36
-0.63% 685 0.00% 67.19K 90 0.02% Share
67 STRV EA Series Trust...
42.59
+1.03% 1.8K 0.00% 64.91K 37.8 0.02% Share
68 JNJ Johnson & Johns...
178.50
+1.54% 386 0.00% 64.01K 128.59 0.02% Share
69 DUK Duke Energy Cor...
122.12
+0.63% 514 0.00% 62.69K 90.39 0.02% Share
70 AJG Arthur J. Galla...
300.53
+2.51% 162 0.00% 55.93K 124.77 0.01% Share
71 VT Vanguard Total ...
136.85
+0.97% 464 0.00% 53.77K 110.21 0.01% Share
72 QCOM QUALCOMM Incorp...
161.51
+1.61% 336 0.00% 51.61K 123.48 0.01% Share
73 XOM Exxon Mobil Cor...
112.14
-0.32% 408 0.00% 48.52K 89.85 0.01% Share
74 MDLZ Mondelez Intern...
62.05
-0.35% 715 0.00% 48.51K 44.39 0.01% Share
75 ISCV iShares Morning...
67.87
+1.61% 800 0.00% 47.44K 63.41 0.01% Share
76 META Meta Platforms,...
750.90
-0.14% 81 0.00% 46.69K 585.51 0.01% Share
77 LEN Lennar Corporat...
140.07
+2.56% 400 0.00% 45.91K 81.68 0.01% Share
78 BA The Boeing Comp...
219.97
-3.32% 269 0.00% 45.88K 298.33 0.01% Share
79 VOE Vanguard Mid-Ca...
174.44
+1.48% 284 0.00% 45.59K 145.01 0.01% Share
80 SO The Southern Co...
92.14
+0.63% 485 -17.52% 44.6K 51.86 0.01% Share
81 ABT Abbott Laborato...
132.65
+2.54% 336 0.00% 44.57K 112.47 0.01% Share
82 VUG Vanguard Growth...
469.69
+0.53% 116 0.00% 42.96K 344.27 0.01% Share
83 NFLX Netflix, Inc.
1203.50
-3.54% 46 0.00% 42.9K 886.57 0.01% Share
84 HIG The Hartford Fi...
133.21
+1.50% 340 0.00% 42.07K 66.79 0.01% Share
85 ED Consolidated Ed...
97.71
+0.65% 375 0.00% 41.47K 74.08 0.01% Share
86 PDEC Innovator U.S. ...
41.62
+0.31% 1.1K 0.00% 41.36K 37.54 0.01% Share
87 BR Broadridge Fina...
254.86
+1.90% 163 0.00% 39.52K 205.75 < 0.01% Share
88 VONV Vanguard Russel...
89.45
+1.29% 467 0.00% 38.58K 78.19 < 0.01% Share
89 NEE NextEra Energy,...
71.40
+0.51% 540 0.00% 38.28K 68.59 < 0.01% Share
90 VONG Vanguard Russel...
118.01
+0.51% 405 0.00% 37.62K 86.63 < 0.01% Share
91 ICE Intercontinenta...
176.17
+2.29% 218 0.00% 37.6K 128.43 < 0.01% Share
92 IBM International B...
256.95
+0.03% 147 +100.00% 36.55K 248.66 < 0.01% Share
93 ORA Ormat Technolog...
91.90
+0.93% 500 0.00% 35.38K 67.72 < 0.01% Share
94 PAYX Paychex, Inc.
135.46
+1.80% 220 0.00% 33.94K 112.96 < 0.01% Share
95 ONEQ Fidelity Nasdaq...
86.84
+0.77% 488 0.00% 33.22K 51.99 < 0.01% Share
96 SPTM SPDR Portfolio ...
79.80
+0.91% 475 0.00% 32.3K 41.01 < 0.01% Share
97 ADI Analog Devices,...
248.24
+0.42% 160 0.00% 32.27K 198.56 < 0.01% Share
98 UNH UnitedHealth Gr...
353.64
+1.98% 61 0.00% 31.95K 459.26 < 0.01% Share
99 CSCO Cisco Systems, ...
67.69
-0.65% 500 0.00% 30.86K 49.02 < 0.01% Share
100 BRK-B Berkshire Hatha...
496.91
+1.39% 57 -34.48% 30.36K 295.63 < 0.01% Share
101 IT Gartner, Inc.
241.12
+3.67% 72 0.00% 30.22K 182.54 < 0.01% Share
102 DGRO iShares Core Di...
68.03
+1.04% 478 0.00% 29.53K 53.41 < 0.01% Share
103 USMV iShares MSCI US...
94.90
+1.24% 315 0.00% 29.5K 77.57 < 0.01% Share
104 ENZL iShares MSCI Ne...
47.25
+0.85% 700 0.00% 29.46K 45.18 < 0.01% Share
105 MA Mastercard Inco...
588.73
+1.61% 53 0.00% 29.05K 312.94 < 0.01% Share
106 VZ Verizon Communi...
44.15
+1.51% 640 0.00% 29.03K 55.68 < 0.01% Share
107 SYY Sysco Corporati...
81.02
+1.04% 385 0.00% 28.89K 45.57 < 0.01% Share
108 VBK Vanguard Small ...
301.19
+1.82% 110 0.00% 27.7K 267.36 < 0.01% Share
109 AXP American Expres...
329.46
+1.89% 100 0.00% 26.91K 106.97 < 0.01% Share
110 MPC Marathon Petrol...
182.26
+0.32% 180 0.00% 26.22K 53.49 < 0.01% Share
111 BFEB Innovator S&P 5...
46.83
+0.64% 600 +100.00% 24.92K 41.53 < 0.01% Share
112 POOL Pool Corporatio...
329.80
+3.34% 77 0.00% 24.51K 383.43 < 0.01% Share
113 MGC Vanguard Mega C...
240.19
+0.70% 115 0.00% 23.16K 151.87 < 0.01% Share
114 IJJ iShares S&P Mid...
132.51
+1.57% 192 0.00% 22.99K 112.58 < 0.01% Share
115 IWD iShares Russell...
203.85
+1.30% 117 0.00% 22.02K 173.36 < 0.01% Share
116 DGRW WisdomTree U.S....
88.91
+0.99% 268 0.00% 21.4K 66.66 < 0.01% Share
117 ADBE Adobe Inc.
350.55
+0.11% 55 0.00% 21.09K 475.35 < 0.01% Share
118 TXN Texas Instrumen...
184.35
+0.18% 112 0.00% 20.13K 136.24 < 0.01% Share
119 GSLC Goldman Sachs A...
129.38
+1.09% 182 0.00% 20.04K 93.81 < 0.01% Share
120 MBC MasterBrand, In...
13.49
+5.23% 1.5K 0.00% 19.59K 7.55 < 0.01% Share
121 IJR iShares Core S&...
120.07
+2.08% 187 0.00% 19.55K 105.83 < 0.01% Share
122 AIG American Intern...
78.71
+0.91% 210 0.00% 18.26K 46.21 < 0.01% Share
123 ITOT iShares Core S&...
144.19
+0.91% 149 0.00% 18.18K 105.23 < 0.01% Share
124 PANW Palo Alto Netwo...
198.28
+0.48% 102 0.00% 17.41K 92.78 < 0.01% Share
125 WMT Walmart Inc.
102.63
+2.21% 186 0.00% 16.33K 52.54 < 0.01% Share
126 TNA Direxion Daily ...
44.64
+5.43% 555 0.00% 16.24K 41.88 < 0.01% Share
127 VO Vanguard Mid Ca...
293.64
+1.36% 63 0.00% 16.24K 248.24 < 0.01% Share
128 TJX The TJX Compani...
140.80
+0.67% 130 0.00% 15.83K 93.81 < 0.01% Share
129 WY Weyerhaeuser Co...
25.83
+2.91% 533 0.00% 15.61K 27.15 < 0.01% Share
130 WRB W. R. Berkley C...
73.80
+2.29% 217 0.00% 15.44K 33.52 < 0.01% Share
131 TTEK Tetra Tech, Inc...
36.19
+1.49% 490 +100.00% 14.33K 29.25 < 0.01% Share
132 XEL Xcel Energy Inc...
72.85
+0.75% 202 0.00% 14.3K 49.27 < 0.01% Share
133 NOW ServiceNow, Inc...
938.41
+1.61% 16 0.00% 12.74K 500.06 < 0.01% Share
134 BDEC Innovator S&P 5...
47.38
+0.65% 300 -99.99% 12.56K 43.11 < 0.01% Share
135 AZN AstraZeneca PLC
81.10
+0.36% 165 0.00% 12.13K 49.72 < 0.01% Share
136 COP ConocoPhillips
94.13
-0.2% 114 0.00% 11.97K 61.68 < 0.01% Share
137 IWM iShares Russell...
240.78
+1.84% 60 0.00% 11.97K 200.7 < 0.01% Share
138 SHOP Shopify Inc.
145.03
+1.99% 120 0.00% 11.46K 78.18 < 0.01% Share
139 WMB The Williams Co...
59.30
+0.93% 191 0.00% 11.41K 23.69 < 0.01% Share
140 DIS The Walt Disney...
117.06
+1.10% 111 0.00% 10.99K 127.42 < 0.01% Share
141 LOW Lowe's Companie...
272.34
+2.17% 47 0.00% 10.96K 222.53 < 0.01% Share
142 MGA Magna Internati...
46.80
+2.21% 300 0.00% 10.2K 41.79 < 0.01% Share
143 MSI Motorola Soluti...
490.05
+1.73% 21 0.00% 9.19K 188.05 < 0.01% Share
144 CPRT Copart, Inc.
48.90
+0.78% 160 0.00% 9.05K 27.14 < 0.01% Share
145 NDSN Nordson Corpora...
227.98
+1.90% 43 0.00% 8.67K 198.67 < 0.01% Share
146 ADP Automatic Data ...
298.03
+1.93% 28 0.00% 8.55K 102.36 < 0.01% Share
147 MSCI MSCI Inc.
585.46
+3.96% 15 0.00% 8.48K 419.2 < 0.01% Share
148 RDDT Reddit, Inc.
260.63
+0.62% 80 0.00% 8.39K 163.44 < 0.01% Share
149 ZTS Zoetis Inc.
150.57
+0.77% 50 0.00% 8.23K 157.46 < 0.01% Share
150 PFE Pfizer Inc.
24.85
+1.14% 300 0.00% 7.6K 44.59 < 0.01% Share