Stuart Chaussee & Associates, Inc. Portfolio Holdings
Q3 2025•171 long positions•$370.8M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding176 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $103.4M 27.89% | -$655.4K Sold | — 2.2M shares | 2.2M → 2.2M −$655.4K | -0.63% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $57.8M 15.58% | +$57.8M Bought | — 1.9M shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $53.8M 14.51% | -$133.5K Sold | — 1.4M shares | 1.4M → 1.4M −$133.5K | -0.25% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $47.0M 12.67% | -$509.9K Sold | — 62.9K shares | 63.6K → 62.9K −$509.9K | -1.07% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $28.8M 7.77% | -$104.3K Sold | — 228.6K shares | 229.5K → 228.6K −$104.3K | -0.36% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $25.3M 6.82% | -$1.1M Sold | — 588.6K shares | 614.9K → 588.6K −$1.1M | -4.28% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $8.2M 2.22% | -$2.8M Sold | — 208.0K shares | 279.1K → 208.0K −$2.8M | -25.48% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $8.0M 2.16% | -$92.4K Sold | — 194.7K shares | 196.9K → 194.7K −$92.4K | -1.14% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.0M 1.61% | -$10.6K Sold | — 112.9K shares | 113.1K → 112.9K −$10.6K | -0.18% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.1M 1.11% | -$82.9K Sold | — 29.1K shares | 29.7K → 29.1K −$82.9K | -1.98% | — — | Q4 2015 Held for 9y 11m | |
Aerospace & Defense Industrials | $2.0M 0.549% | — | 0.002% 3.3K shares | — | — | $87.2B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $1.9M 0.525% | -$187.3K Sold | — 42.5K shares | 46.6K → 42.5K −$187.3K | -8.77% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.6M 0.423% | -$277.1K Sold | — 35.7K shares | 42.0K → 35.7K −$277.1K | -15.02% | — — | Q1 2023 Held for 2y 8m | |
Software - Infrastructure Technology | $1.3M 0.35% | — | 0.0% 2.5K shares | — | — | $3.85T Mega Cap | Q4 2015 Held for 9y 11m | |
ETF ETF | $1.2M 0.313% | — | — 25.4K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.0M 0.275% | — | — 3.6K shares | — | — | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $855.7K 0.231% | — | — 22.0K shares | — | — | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $851.3K 0.23% | -$145.8K Sold | — 16.5K shares | 19.3K → 16.5K −$145.8K | -14.62% | — — | Q2 2025 Held for 5 months | |
Consumer Electronics Technology | $819.8K 0.221% | +$6.9K Bought | 0.0% 3.2K shares | 3.2K → 3.2K +$6.9K | +0.85% | $3.78T Mega Cap | Q1 2017 Held for 8y 8m | |
ETF ETF | $776.3K 0.209% | — | — 17.0K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $641.3K 0.173% | — | — 1.1K shares | — | — | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $632.3K 0.171% | -$19.7K Sold | — 19.3K shares | 19.9K → 19.3K −$19.7K | -3.02% | — — | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $606.7K 0.164% | +$7.3K Bought | 0.0% 2.5K shares | 2.5K → 2.5K +$7.3K | +1.22% | $2.95T Mega Cap | Q3 2017 Held for 8y 2m | |
Unknown Unknown | $589.9K 0.159% | +$589.9K New | — 20.6K shares | 0 → 20.6K +$589.9K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $575.3K 0.155% | +$575.3K Bought | — 18.0K shares | — | — | — — | Q3 2025 Held for 2 months | |
Household & Personal Products Consumer Defensive | $533.1K 0.144% | +$1.2K Bought | 0.0% 3.5K shares | 3.5K → 3.5K +$1.2K | +0.23% | $359.62B Mega Cap | Q2 2018 Held for 7y 5m | |
ETF ETF | $528.8K 0.143% | — | — 1.1K shares | — | — | — — | Q2 2018 Held for 7y 5m | |
ETF ETF | $525.7K 0.142% | -$52.7K Sold | — 10.7K shares | 11.8K → 10.7K −$52.7K | -9.11% | — — | Q2 2025 Held for 5 months | |
Waste Management Industrials | $504.8K 0.136% | — | 0.001% 2.3K shares | — | — | $89.0B Large Cap | Q4 2015 Held for 9y 11m | |
Internet Content & Information Communication Services | $476.5K 0.128% | — | 0.0% 2.0K shares | — | — | $2.95T Mega Cap | Q4 2015 Held for 9y 11m | |
Chemicals - Specialty Basic Materials | $387.1K 0.104% | — | 0.001% 1.4K shares | — | — | $60.7B Large Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $382.0K 0.103% | — | 0.0% 2.0K shares | — | — | $4.54T Mega Cap | Q1 2024 Held for 1y 8m | |
Home Improvement Consumer Cyclical | $372.0K 0.1% | — | 0.0% 918.0 shares | — | — | $403.32B Mega Cap | Q1 2017 Held for 8y 8m | |
ETF ETF | $362.2K 0.098% | — | — 12.5K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $329.7K 0.089% | — | — 8.4K shares | — | — | — — | Q2 2023 Held for 2y 5m | |
Drug Manufacturers - General Healthcare | $328.1K 0.088% | — | 0.0% 430.0 shares | — | — | $684.00B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $316.7K 0.085% | -$134.4K Sold | — 8.0K shares | 11.4K → 8.0K −$134.4K | -29.78% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $309.3K 0.083% | — | — 505.0 shares | — | — | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $280.8K 0.076% | +$273.9K Bought | — 1.5K shares | 36.0 → 1.5K +$273.9K | +4,011.11% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $277.1K 0.075% | -$7.5K Sold | — 1.5K shares | 1.5K → 1.5K −$7.5K | -2.62% | — — | Q2 2023 Held for 2y 5m | |
Drug Manufacturers - General Healthcare | $264.2K 0.071% | — | 0.0% 1.1K shares | — | — | $409.03B Mega Cap | Q2 2018 Held for 7y 5m | |
Unknown Unknown | $231.3K 0.062% | +$168.4K Bought | — 5.5K shares | 1.5K → 5.5K +$168.4K | +267.68% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $225.0K 0.061% | — | 0.0% 800.0 shares | — | — | $801.76B Mega Cap | Q2 2021 Held for 4y 5m | |
Banks - Diversified Financial Services | $222.0K 0.06% | — | 0.0% 704.0 shares | — | — | $867.35B Mega Cap | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $211.1K 0.057% | — | 0.0% 640.0 shares | — | — | $1.56T Mega Cap | Q4 2023 Held for 1y 11m | |
Banks - Diversified Financial Services | $206.4K 0.056% | — | 0.0% 4.0K shares | — | — | $382.12B Mega Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $188.8K 0.051% | — | — 282.0 shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $182.5K 0.049% | — | — 556.0 shares | — | — | — — | Q2 2023 Held for 2y 5m | |
Restaurants Consumer Cyclical | $181.4K 0.049% | — | 0.0% 597.0 shares | — | — | $216.86B Mega Cap | Q2 2017 Held for 8y 5m | |
Unknown Unknown | $168.8K 0.046% | +$80.0K Bought | — 475.0 shares | 250.0 → 475.0 +$80.0K | +90.0% | — — | Q4 2024 Held for 11 months |
