Stuart Chaussee & Associates, Inc.

RIA/Wealth

Stuart Chaussee & Associates, Inc. is a RIA/Wealth led by Stuart Dubes Chaussee, reporting $407.9M in AUM as of Q3 2025 with 96% ETF concentration, 92% concentrated in top 10 holdings, 28% allocation to BAPR, and minimal technology exposure.

PresidentStuart Dubes Chaussee

Portfolio Value: $370.8M
Positions: 171
Top Holding: BAPR at 27.89%
Last Reported: Q3 2025

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Top Holdings

Largest long holdings in Stuart Chaussee & Associates, Inc.'s portfolio (92.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 BAPR Innovator U.S. Equity Buffer ETF BAPR	ETF ETF	$103.4M	27.89%	-$655.4K Sold	— 2.2M shares	Q2 2025 Held for 5 months
2 SIXP AllianzIM U.S. Large Cap 6 Month Buffer10 Mar/Sep SIXP	ETF ETF	$57.8M	15.58%	+$57.8M Bought	— 1.9M shares	Q3 2025 Held for 2 months
3 Innovator U.S. Equity Accelerated 9 Buffer ETF XBAP	ETF ETF	$53.8M	14.51%	-$133.5K Sold	— 1.4M shares	Q2 2025 Held for 5 months
4 Vanguard Information Technology VGT	ETF ETF	$47.0M	12.67%	-$509.9K Sold	— 62.9K shares	Q1 2020 Held for 5y 8m
5 iShares Expanded Tech Sector ETF IGM	ETF ETF	$28.8M	7.77%	-$104.3K Sold	— 228.6K shares	Q1 2020 Held for 5y 8m
6 Innovator U.S. Equity Power Buffer ETF PSEP	ETF ETF	$25.3M	6.82%	-$1.1M Sold	— 588.6K shares	Q4 2022 Held for 2y 11m
7 Innovator U.S. Equity Accelerated Plus ETF XTAP	ETF ETF	$8.2M	2.22%	-$2.8M Sold	— 208.0K shares	Q2 2025 Held for 5 months
8 PNOV Innovator U.S. Equity Power Buffer ETF PNOV	ETF ETF	$8.0M	2.16%	-$92.4K Sold	— 194.7K shares	Q4 2022 Held for 2y 11m
9 Innovator U.S. Equity Buffer ETF BJAN	ETF ETF	$6.0M	1.61%	-$10.6K Sold	— 112.9K shares	Q4 2022 Held for 2y 11m
10 Vanguard High Dividend Yield VYM	ETF ETF	$4.1M	1.11%	-$82.9K Sold	— 29.1K shares	Q4 2015 Held for 9y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Stuart Chaussee & Associates, Inc.'s latest filing

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Market Value

$370.8M

Prior: $415.7M

Q/Q Change

-10.81%

-$44.9M

Net Flows % of MV

-32.83%

Turnover Ratio

23.87%

New Purchases

3 stocks

$696.9K

Added To

7 stocks

+$543.7K

Sold Out Of

5 stocks

$110.9M

Reduced Holdings

22 stocks

-$12.1M

Increased Positions

Position	Shares Δ	Change
1 RBUF Innovator U.S. Small Cap 10 Buffer ETF RBUF	New	0 → 20.6K +$589.9K
2 iShares Core MSCI EAFE ETF IEFA	New	0 → 1.2K +$104.5K
3 Synopsys SNPS	New	0 → 5.0 +$2.5K
4 Invesco S&P 500 Equal Weight ETF RSP	+4,011.11%	36.0 → 1.5K +$273.9K
5 SLV iShares Silver Trust SLV	+267.68%	1.5K → 5.5K +$168.4K

Decreased Positions

Position	Shares Δ	Change
1 Innovator U.S. Equity Buffer ETF BFEB	Sold	1.6M → 0 −$69.7M
2 FT Vest Growth-100 Buffer ETF QJUN	Sold	1.4M → 0 −$41.1M
3 Innovator U.S. Equity Power Buffer ETF PDEC	Sold	350.0 → 0 −$14.0K
4 Shopify SHOP	Sold	120.0 → 0 −$13.8K
5 Ansys ANSS	Sold	17.0 → 0 −$6.0K