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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 : 10     View All Holdings Currently Viewing:  Increased 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
   (IGM)1 Year Chart         IGM iShares S&P GSTI Tech Index Fd 5 - $88.81 $20,404,000 236,766 5.87% 2,390,000 196,572 2.66    Closed - End Fund - E...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 12 - $429.04 $1,083,000 2,574 0.31% 303,000 500 0    Application Software
   (PG)1 Year Chart         PG Procter & Gamble Co 14 - $168.35 $693,000 4,269 0.2% 68,000 7 0    Cleaning Products
   (AAPL)1 Year Chart         AAPL Apple Inc 18 - $192.35 $473,000 2,761 0.14% -24,000 181 0    Personal Computers
   (GOOG)1 Year Chart         GOOG Alphabet Inc 24 - $179.54 $279,000 1,835 0.08% 23,000 15 0    Search Engines & Info...
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 26 - $163.06 $249,000 1,526 0.07% 230,000 1,396 0    Closed - End Fund - E...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 38 - $263.11 $125,000 481 0.04% 54,000 181 0    Closed - End Fund - E...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 85 - $183.15 $29,000 158 0.01% 8,000 18 0    Internet Software & S...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 119 - $60.24 $11,000 186 0% 1,000 124 0    Discount, Variety Stores
   (COO)1 Year Chart         COO Cooper Companies Inc 124 - $96.76 $8,000 76 0% 1,000 57 0    Medical Instruments &...

      10 Records Found
  1    
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