Stuart Chaussee & Associates, Inc.
Reported holdings as of Q3 2025, from 28 quarterly filings.
This filer last reported in Q3 2025; the most recent quarter on file across all filers is Q2 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TRUST | BAPR | $103.4M | 2,204,829 | -0.03pp | 2q | -0.6%-$655.4K | |
| FIRST TR EXCHNG TRADED FD VI | FHDG | $87.1M | 2,640,452 | - | new | NEW | |
| AIM ETF PRODUCTS TRUST | SIXP | $57.8M | 1,875,210 | - | new | NEW | |
| INNOVATOR ETFS TRUST | XBAP | $53.8M | 1,420,593 | -0.06pp | 2q | HELD | |
| VANGUARD WORLD FD | VGT | $47.0M | 62,930 | +0.74pp | 23q | -1.1%-$509.9K | |
| ISHARES TR | IGM | $28.8M | 228,640 | +0.47pp | 23q | HELD | |
| INNOVATOR ETFS TRUST | PSEP | $25.3M | 588,586 | -0.15pp | 12q | -4.3%-$1.1M | |
| INNOVATOR ETFS TRUST | XTAP | $8.2M | 207,958 | -0.60pp | 2q | -25.5%-$2.8M | |
| INNOVATOR ETFS TRUST | PNOV | $8.0M | 194,699 | -0.01pp | 12q | -1.1%-$92.4K | |
| INNOVATOR ETFS TRUST | BJAN | $6.0M | 112,930 | +0.03pp | 12q | HELD | |
| VANGUARD WHITEHALL FDS | VYM | $4.1M | 29,110 | flat | 28q | -2.0%-$82.9K | |
| NORTHROP GRUMMAN CORP | NOC | $2.0M | 3,340 | +0.07pp | 3q | HELD | |
| INNOVATOR ETFS TRUST | PJAN | $1.9M | 42,535 | -0.04pp | 12q | -8.8%-$187.3K | |
| INNOVATOR ETFS TRUST | PMAR | $1.6M | 35,690 | -0.06pp | 11q | -15.0%-$277.1K | |
| MICROSOFT CORP | MSFT | $1.3M | 2,506 | flat | 28q | HELD | |
| INNOVATOR ETFS TRUST | BJUN | $1.2M | 25,355 | flat | 2q | HELD | |
| SELECT SECTOR SPDR TR | XLK | $1.0M | 3,614 | +0.02pp | 22q | HELD | |
| INNOVATOR ETFS TRUST | PMAY | $855.7K | 22,000 | flat | 10q | HELD | |
| INNOVATOR ETFS TRUST | BMAR | $851.3K | 16,500 | -0.03pp | 2q | -14.6%-$145.8K | |
| APPLE INC | AAPL | $819.8K | 3,220 | +0.03pp | 28q | +0.8%+$6.9K | |
| INNOVATOR ETFS TRUST | PJUL | $776.3K | 17,024 | flat | 8q | HELD | |
| POWERSHARES QQQ TRUST | $641.3K | 1,068 | +0.01pp | 23q | HELD | ||
| INNOVATOR ETFS TRUST | XBOC | $632.3K | 19,276 | flat | 2q | -3.0%-$19.7K | |
| ALPHABET INC | GOOG | $606.7K | 2,491 | +0.03pp | 28q | +1.2%+$7.3K | |
| INNOVATOR ETFS TRUST | RBUF | $589.9K | 20,562 | - | new | NEW | |
| INNOVATOR ETFS TRUST | ZALT | $575.3K | 18,047 | - | new | NEW | |
| PROCTER & GAMBLE CO | PG | $533.1K | 3,470 | -0.01pp | 28q | HELD | |
| ISHARES TR | IWF | $528.8K | 1,129 | +0.01pp | 28q | HELD | |
| INNOVATOR ETFS TRUST | BAUG | $525.7K | 10,730 | -0.01pp | 2q | -9.1%-$52.7K | |
| WASTE MGMT INC DEL | WM | $504.8K | 2,286 | -0.01pp | 28q | HELD | |
| ALPHABET INC | GOOGL | $476.5K | 1,960 | +0.03pp | 28q | HELD | |
| AIR PRODUCTS AND CHEMICALS I | APD | $387.1K | 1,419 | -0.01pp | 16q | HELD | |
| NVIDIA CORPORATION | NVDA | $382.0K | 2,047 | +0.01pp | 7q | HELD | |
| HOME DEPOT INC | HD | $372.0K | 918 | +0.01pp | 28q | HELD | |
| ISHARES TR | DMAX | $368.6K | 13,950 | -0.01pp | 3q | -7.0%-$27.7K | |
| INNOVATOR ETFS TRUST GRWT ACCLTD PLUS | QTJA | $362.2K | 12,540 | flat | 2q | HELD | |
| FIRST TR EXCHNG TRADED FD VI | GAPR | $329.7K | 8,400 | flat | 10q | HELD | |
| ELI LILLY & CO | LLY | $328.1K | 430 | flat | 20q | HELD | |
| INNOVATOR ETFS TRUST | PFEB | $316.7K | 7,980 | -0.03pp | 2q | -29.8%-$134.4K | |
| VANGUARD INDEX FDS | VOO | $309.3K | 505 | flat | 18q | HELD | |
| INVESCO EXCHANGE TRADED FD T | RSP | $280.8K | 1,480 | +0.06pp | 16q | +4011.1%+$273.9K | |
| VANGUARD INDEX FDS | VTV | $277.1K | 1,486 | flat | 10q | -2.6%-$7.5K | |
| ABBVIE INC | ABBV | $264.2K | 1,141 | +0.01pp | 28q | HELD | |
| ISHARES SILVER TR | SLV | $231.3K | 5,460 | +0.04pp | 2q | +267.7%+$168.4K | |
| ORACLE CORP | ORCL | $225.0K | 800 | +0.01pp | 18q | HELD | |
| JPMORGAN CHASE & CO | JPM | $222.0K | 704 | flat | 8q | HELD | |
| BROADCOM INC | AVGO | $211.1K | 640 | +0.01pp | 8q | HELD | |
| BANK OF AMER CORP | BAC | $206.4K | 4,000 | flat | 19q | HELD | |
| ISHARES TR | IVV | $188.8K | 282 | flat | 8q | HELD | |
| VANGUARD INDEX FDS | VTI | $182.5K | 556 | flat | 10q | HELD | |
| MCDONALDS CORP | MCD | $181.4K | 597 | flat | 28q | HELD | |
| SPDR GOLD TR | GLD | $168.8K | 475 | +0.02pp | 2q | +90.0%+$80.0K | |
| TRANE TECHNOLOGIES PLC NON-CUSIP ID | $168.8K | 400 | flat | 21q | DEBT | ||
| VICI PPTYS INC | VICI | $167.7K | 5,142 | flat | 14q | HELD | |
| DELL TECHNOLOGIES INC | DELL | $165.2K | 1,165 | flat | 2q | HELD | |
| HUNTINGTON INGALLS INDS INC | HII | $154.0K | 535 | flat | 3q | HELD | |
| AMAZON COM INC | AMZN | $146.7K | 668 | flat | 16q | +4.2%+$5.9K | |
| INNOVATOR ETFS TRUST | BDEC | $144.2K | 3,008 | flat | 4q | HELD | |
| EATON CORP PLC | ETN | $129.1K | 345 | flat | 21q | HELD | |
| UNITED PARCEL SVCS INC | UPS | $128.4K | 1,537 | -0.01pp | 28q | HELD | |
| VANGUARD WORLD FD | VHT | $126.9K | 489 | flat | 5q | HELD | |
| ISHARES TR | IWB | $117.0K | 320 | flat | 6q | HELD | |
| ISHARES TR | QUAL | $110.4K | 568 | flat | 7q | HELD | |
| INNOVATOR ETFS TRUST | QTAP | $108.0K | 2,470 | -1.22pp | 2q | -98.1%-$5.7M | |
| ISHARES TR | IEFA | $104.5K | 1,197 | - | new | NEW | |
| WALMART INC | WMT | $101.6K | 986 | flat | 8q | HELD | |
| ISHARES TR | SGOV | $95.7K | 950 | flat | 10q | -5.0%-$5.0K | |
| VANGUARD SPECIALIZED FUNDS | VIG | $88.5K | 410 | flat | 10q | HELD | |
| STATE STR SPDR S&P 500 ETF T | SPY | $86.6K | 130 | flat | 28q | HELD | |
| COCA COLA CO | KO | $84.2K | 1,270 | flat | 28q | HELD | |
| VISA INC | V | $80.6K | 236 | flat | 19q | HELD | |
| FORTUNE BRANDS INNOVATIONS I | FBIN | $80.1K | 1,500 | flat | 21q | HELD | |
| HONEYWELL INTL INC | HONZZZZ | $80.0K | 380 | flat | 28q | HELD | |
| CHEVRON CORPORATION | CVX | $77.6K | 500 | flat | 16q | HELD | |
| COMCAST CORP NEW | CMCSA | $76.8K | 2,445 | flat | 21q | HELD | |
| MARSH & MCLENNAN COS INC | MRSH | $75.4K | 374 | flat | 28q | HELD | |
| ELEVANCE HEALTH INC FORMERLY | ELV | $75.0K | 232 | -0.01pp | 19q | -26.8%-$27.5K | |
| JOHNSON & JOHNSON | JNJ | $71.6K | 386 | flat | 28q | HELD | |
| BLACKROCK INC | BLKXXXX | $66.5K | 57 | flat | 28q | HELD | |
| MERCK & CO INC | MRK | $64.6K | 770 | flat | 28q | HELD | |
| VANGUARD INTL EQUITY INDEX F | VT | $63.9K | 464 | flat | 7q | HELD | |
| DUKE ENERGY CORP NEW | DUK | $63.6K | 514 | flat | 21q | HELD | |
| META PLATFORMS INC | META | $59.5K | 81 | flat | 4q | HELD | |
| ACCENTURE PLC IRELAND | ACN | $58.9K | 239 | flat | 19q | HELD | |
| BOEING CO | BA | $58.1K | 269 | flat | 28q | HELD | |
| VANGUARD INDEX FDS | VUG | $55.6K | 116 | flat | 7q | HELD | |
| NETFLIX INC | NFLX | $55.1K | 46 | flat | 6q | HELD | |
| LENNAR CORP | LEN | $50.4K | 400 | flat | 21q | HELD | |
| GALLAGHER ARTHUR J & CO | AJG | $50.2K | 162 | flat | 19q | HELD | |
| VANGUARD INDEX FDS | VOE | $49.6K | 284 | flat | 8q | HELD | |
| VANGUARD SCOTTSDALE FDS | VONG | $48.8K | 405 | flat | 7q | HELD | |
| EXXON MOBIL CORP | XOMXXXX | $46.0K | 408 | flat | 28q | HELD | |
| SOUTHERN CO | SO | $46.0K | 485 | flat | 28q | HELD | |
| HARTFORD INSURANCE GROUP INC | HIG | $45.4K | 340 | flat | 19q | HELD | |
| ABBOTT LABORATORIES | ABT | $45.0K | 336 | flat | 21q | HELD | |
| MONDELEZ INTL INC | MDLZ | $44.7K | 715 | flat | 28q | HELD | |
| FIDELITY COMWLTH TR | ONEQ | $43.5K | 488 | flat | 9q | HELD | |
| VANGUARD SCOTTSDALE FDS | VONV | $41.8K | 467 | flat | 7q | HELD | |
| INTERNATIONAL BUSINESS MACHS | IBM | $41.5K | 147 | flat | 3q | HELD | |
| NEXTERA ENERGY INC | NEE | $40.8K | 540 | flat | 16q | HELD | |
| ANALOG DEVICES INC | ADI | $39.3K | 160 | flat | 8q | HELD | |
| BROADRIDGE FINL SOLUTIONS IN | BR | $38.8K | 163 | flat | 8q | HELD | |
| CONSOLIDATED EDISON INC | ED | $37.7K | 375 | flat | 28q | HELD | |
| BLACKSTONE GROUP L P | BXXXXX | $37.6K | 220 | flat | 3q | HELD | |
| INTERCONTINENTAL EXCHANGE IN | ICE | $36.7K | 218 | flat | 8q | HELD | |
| MARATHON PETE CORP | MPC | $34.7K | 180 | flat | 19q | HELD | |
| CISCO SYS INC | CSCO | $34.2K | 500 | flat | 21q | HELD | |
| AMERICAN EXPRESS CO | AXP | $33.2K | 100 | flat | 28q | HELD | |
| ISHARES TR | DGRO | $32.5K | 478 | flat | 15q | HELD | |
| SYSCO CORP | SYY | $31.7K | 385 | flat | 28q | HELD | |
| MASTERCARD INCORPORATED | MA | $30.1K | 53 | flat | 28q | HELD | |
| ISHARES TR | USMV | $30.0K | 315 | flat | 15q | HELD | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $28.7K | 57 | flat | 19q | HELD | |
| VERIZON COMMUNICATIONS INC | VZ | $28.1K | 640 | flat | 28q | HELD | |
| VANGUARD WORLD FD | MGC | $28.1K | 115 | flat | 9q | HELD | |
| PAYCHEX INC | PAYX | $27.9K | 220 | flat | 19q | HELD | |
| INNOVATOR ETFS TRUST | POCT | $26.3K | 610 | flat | 8q | HELD | |
| ISHARES TR | IJJ | $24.9K | 192 | flat | 6q | HELD | |
| LAM RESEARCH CORP | LRCXXXXX | $24.1K | 180 | flat | 28q | HELD | |
| POOL CORP | POOL | $23.9K | 77 | flat | 19q | HELD | |
| WISDOMTREE TR | DGRW | $23.8K | 268 | flat | 10q | HELD | |
| ISHARES TR | IWD | $23.8K | 117 | flat | 6q | HELD | |
| GOLDMAN SACHS ETF TR | GSLC | $23.7K | 182 | flat | 8q | HELD | |
| ISHARES TR | IJR | $22.2K | 187 | flat | 6q | HELD | |
| ISHARES TR | ITOT | $21.7K | 149 | flat | 8q | HELD | |
| PALO ALTO NETWORKS INC | PANW | $20.8K | 102 | flat | 16q | HELD | |
| TEXAS INSTRS INC | TXN | $20.6K | 112 | flat | 28q | HELD | |
| MASTERBRAND INC | MBC | $19.8K | 1,500 | flat | 12q | HELD | |
| LINDE PLC | LINXXXX | $19.5K | 41 | flat | 8q | HELD | |
| ADOBE INC | ADBE | $19.4K | 55 | flat | 19q | HELD | |
| GARTNER INC | IT | $18.9K | 72 | flat | 19q | HELD | |
| TJX COS INC NEW | TJX | $18.8K | 130 | flat | 8q | HELD | |
| VANGUARD INDEX FDS | VO | $18.4K | 63 | flat | 7q | HELD | |
| REDDIT INC | RDDT | $18.4K | 80 | flat | 4q | HELD | |
| BERKLEY W R CORP | WRB | $16.6K | 217 | flat | 19q | HELD | |
| SPDR SERIES TRUST | SPTM | $16.5K | 205 | flat | 27q | -56.8%-$21.8K | |
| AMERICAN INTL GROUP INC | AIG | $16.5K | 210 | flat | 19q | HELD | |
| XCEL ENERGY INC | XEL | $16.3K | 202 | flat | 28q | HELD | |
| STARBUCKS CORP | SBUX | $15.7K | 185 | -0.01pp | 28q | -73.0%-$42.3K | |
| SERVICENOW INC | NOW | $14.7K | 16 | flat | 19q | HELD | |
| ISHARES TR | IWM | $14.5K | 60 | flat | 8q | HELD | |
| WEYERHAEUSER CO | WY | $13.2K | 533 | flat | 21q | HELD | |
| DISNEY WALT CO | DIS | $12.8K | 111 | flat | 28q | HELD | |
| ASTRAZENECA PLC | AZN | $12.7K | 165 | flat | 19q | HELD | |
| WILLIAMS COS INC | WMB | $12.1K | 191 | flat | 19q | HELD | |
| LOWES COS INC | LOW | $11.8K | 47 | flat | 8q | HELD | |
| NORDSON CORP | NDSN | $9.8K | 43 | flat | 19q | HELD | |
| MOTOROLA SOLUTIONS INC | MSI | $9.6K | 21 | flat | 19q | HELD | |
| CDW Corp. UNVERIFIED ID | $9.6K | 60 | flat | 19q | HELD | ||
| GENERAL ELECTRIC CO | GEXXXX | $9.3K | 31 | flat | 7q | HELD | |
| MSCI INC | MSCI | $8.5K | 15 | flat | 19q | HELD | |
| LOCKHEED MARTIN CORP | LMT | $8.5K | 17 | flat | 28q | HELD | |
| CONOCOPHILLIPS | COP | $8.2K | 87 | flat | 19q | -23.7%-$2.6K | |
| AUTOMATIC DATA PROCESSING IN | ADP | $8.2K | 28 | flat | 28q | HELD | |
| ULTA BEAUTY INC | ULTA | $7.7K | 14 | flat | 16q | HELD | |
| PFIZER INC | PFE | $7.6K | 300 | flat | 20q | HELD | |
| CME GROUP INC | CME | $7.6K | 28 | flat | 28q | HELD | |
| ZOETIS INC | ZTS | $7.3K | 50 | flat | 19q | HELD | |
| COPART INC | CPRT | $7.2K | 160 | flat | 19q | HELD | |
| Chord Energy | $7.2K | 72 | flat | 12q | HELD | ||
| METLIFE INC | MET | $6.9K | 84 | flat | 19q | HELD | |
| WW GRAINGER INC | GWW | $6.7K | 7 | flat | 16q | HELD | |
| Pulsar Helium | PSRHF | $5.3K | 16,500 | flat | 7q | HELD | |
| COOPER COS INC | COO | $5.2K | 76 | flat | 19q | HELD | |
| HENRY JACK & ASSOC INC | JKHY | $5.1K | 34 | flat | 19q | HELD | |
| NXP Semiconductors UNVERIFIED ID | $5.0K | 22 | flat | 19q | HELD | ||
| S&P GLOBAL INC | SPGI | $4.9K | 10 | flat | 15q | HELD | |
| NIKE INC | NKE | $4.6K | 66 | flat | 19q | HELD | |
| AMGEN INC | AMGN | $4.5K | 16 | flat | 28q | HELD | |
| SiteOne Landscape Supply UNVERIFIED ID | $4.5K | 35 | flat | 19q | HELD | ||
| PRUDENTIAL FINL INC | PRU | $4.4K | 42 | flat | 28q | HELD | |
| TERADYNE INC | TER | $4.1K | 30 | flat | 19q | HELD | |
| Figma | FDXTF | $2.6K | 50 | - | new | NEW | |
| SYNOPSYS INC | SNPS | $2.5K | 5 | - | new | NEW | |
| CAVA GROUP INC | CAVA | $604 | 10 | flat | 7q | HELD | |
| AMERICAN TOWER CORP | AMT | $577 | 3 | flat | 16q | HELD | |
| CROWN CASTLE INC | CCI | $482 | 5 | flat | 19q | HELD | |
| BRIGHTHOUSE FINL INC | BHF | $372 | 7 | flat | 12q | HELD | |
| ON SEMICONDUCTOR CORP | ON | $345 | 7 | flat | 6q | HELD | |
| ISHARES BITCOIN TRUST ETF | IBIT | $260 | 4 | flat | 4q | HELD |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Software & IT Services | $2.7M | 0.6% |
| Other sectors | $10.0M | 2.2% |
| Not classified | $445.7M | 97.2% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | $458.4M | 180 | 7 | 6 | 20 | 7 | 92.8% | 22 |
| Q2 2025 | $443.9M | 180 | 15 | 12 | 10 | 21 | 90.7% | 32 |
| Q1 2025 | $401.4M | 186 | 13 | 6 | 19 | 10 | 92.7% | 46 |
| Q4 2024 | $403.4M | 183 | 20 | 17 | 10 | 2 | 93.6% | 45 |
| Q3 2024 | $380.9M | 165 | 2 | 7 | 8 | 8 | 94.7% | 45 |
| Q2 2024 | $363.3M | 171 | 15 | 11 | 11 | 1 | 95.2% | 44 |
| Q1 2024 | $347.7M | 157 | 14 | 9 | 8 | 5 | 95.6% | 39 |
| Q4 2023 | $342.6M | 148 | 23 | 21 | 8 | 6 | 95.2% | 33 |
| Q3 2023 | $300.8M | 131 | 2 | 2 | 6 | 2 | 97.4% | 45 |
| Q2 2023 | $317.7M | 131 | 8 | 4 | 11 | 13 | 97.1% | 35 |
| Q1 2023 | $294.6M | 136 | 3 | 2 | 8 | 17 | 97.5% | 38 |
| Q4 2022 | $270.7M | 150 | 10 | 5 | 5 | 7 | 97.3% | 18 |
| Q3 2022 | $43.1M | 147 | 0 | 3 | 7 | 9 | 90.6% | 18 |
| Q2 2022 | $46.3M | 156 | 15 | 9 | 17 | 21 | 90.2% | 15 |
| Q1 2022 | $209.9M | 162 | 24 | 14 | 38 | 31 | 95.8% | 12 |
| Q4 2021 | $232.4M | 169 | 28 | 28 | 3 | 4 | 95.4% | 38 |
| Q3 2021 | $64.2M | 145 | 1 | 1 | 3 | 11 | 91.8% | 41 |
| Q2 2021 | $226.3M | 155 | 14 | 11 | 24 | 138 | 96.3% | 37 |
| Q1 2021 | $259.6M | 279 | 198 | 26 | 6 | 4 | 95.0% | 41 |
| Q4 2020 | $248.1M | 85 | 2 | 19 | 4 | 5 | 97.0% | 34 |
| Q3 2020 | $219.7M | 88 | 19 | 20 | 5 | 1 | 96.6% | 44 |
| Q2 2020 | $191.9M | 70 | 6 | 17 | 5 | 3 | 97.7% | 36 |
| Q1 2020 | $105.7M | 67 | 10 | 12 | 27 | 69 | 97.2% | 44 |
| Q4 2019 | $176.7M | 126 | 6 | 8 | 10 | 8 | 96.4% | 41 |
| Q3 2019 | $166.4M | 128 | 2 | 2 | 2 | 4 | 96.3% | 21 |
| Q2 2019 | $161.5M | 130 | 6 | 9 | 13 | 3 | 95.6% | 39 |
| Q1 2019 | $155.0M | 127 | 13 | 16 | 7 | 3 | 96.2% | 38 |
| Q4 2018 | $131.3M | 117 | 0 | 0 | 0 | 0 | 97.3% | 11 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.