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  Name: Stuart Chaussee & Associates Inc.
  City: BEVERLY HILLS
  State: CA
  Zip: 90210
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $347,725,000
  Total Value Change : $5,108,000
  Securities Held Change : 9
   
All Securities Held : 157
  New Positions : 14
  Closed Positions : 6
  Increased Positions : 11
  Unchanged Positions : 121
  Decreased Positions : 11

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 12     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AZBA)1 Year Chart         AZBA Allianzim Us Large Cap Buff... 51 New $0.00 $67,000 2,200 0.02% 67,000 2,200 0.024    N/A
   (VT)1 Year Chart         VT Vanguard Total World Stock ... 56 New $112.54 $51,000 464 0.01% 51,000 464 0    Closed - End Fund - E...
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 64 New $353.84 $40,000 116 0.01% 40,000 116 0    Closed - End Fund - E...
   (VONV)1 Year Chart         VONV Vanguard Russell 1000 Value... 66 New $78.44 $37,000 467 0.01% 37,000 467 0.001    N/A
   (VONG)1 Year Chart         VONG Vanguard Russell 1000 Growt... 72 New $88.88 $35,000 405 0.01% 35,000 405 0    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 101 New $953.86 $17,000 19 0% 17,000 19 0    Semiconductor - Speci...
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 102 New $0.00 $17,000 102 0% 17,000 102 0    N/A
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 105 New $248.65 $16,000 63 0% 16,000 63 0    Closed - End Fund - E...
   (SHOP)1 Year Chart         SHOP Shopify Inc 123 New $57.02 $9,000 120 0% 9,000 120 0    N/A
   (GE)1 Year Chart         GE General Electric Co 143 New $161.00 $5,000 31 0% 5,000 31 0    Conglomerates
   (DXCM)1 Year Chart         DXCM DexCom Inc 146 New $130.84 $3,000 24 0% 3,000 24 0    Medical Instruments &...
   (CAVA)1 Year Chart         CAVA Cava Group, Inc. 147 New $78.22 $1,000 10 0% 1,000 10 0    N/A

      12 Records Found
  1    
Page 1 of 1
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