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Name: |
Stuart Chaussee & Associates Inc. |
City: |
BEVERLY HILLS |
State: |
CA |
Zip: |
90210 |
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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 |
|
PJUL |
Innovator S&p 500 Power Buf... |
6 |
- |
$0.00 |
$5,892,000 |
155,129 |
1.69% |
278,000 |
0 |
0.172 |
N/A |
|
BJAN |
Innovator S&p 500 Buffer Etf |
7 |
- |
$0.00 |
$4,746,000 |
109,000 |
1.36% |
293,000 |
0 |
2.659 |
N/A |
|
PMAY |
Innovator S&p 500 Power Buf... |
9 |
- |
$0.00 |
$2,982,000 |
91,830 |
0.86% |
92,000 |
0 |
0.102 |
N/A |
|
PMAR |
Innovator S&p 500 Power Buf... |
11 |
- |
$0.00 |
$1,258,000 |
34,172 |
0.36% |
41,000 |
0 |
0.077 |
N/A |
|
XLK |
SPDR Technology Sector |
13 |
- |
$215.14 |
$734,000 |
3,524 |
0.21% |
56,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
WM |
Waste Management Inc |
17 |
- |
$209.92 |
$487,000 |
2,286 |
0.14% |
78,000 |
0 |
0.001 |
Waste Management |
|
HD |
Home Depot Inc |
19 |
- |
$330.59 |
$463,000 |
1,208 |
0.13% |
44,000 |
0 |
0 |
Home Improvement Stores |
|
GAPR |
Ft Cboe Vest Us Equity Mode... |
20 |
- |
$0.00 |
$418,000 |
12,400 |
0.12% |
12,000 |
0 |
0.228 |
N/A |
|
LLY |
Eli Lilly & Co |
21 |
- |
$802.91 |
$335,000 |
430 |
0.1% |
84,000 |
0 |
0 |
Drug Manufacturers - ... |
|
GOOGL |
Alphabet Inc |
22 |
- |
$176.38 |
$296,000 |
1,960 |
0.09% |
22,000 |
0 |
0 |
Search Engines & Info... |
|
IWF |
iShares Russell 1000 Growth |
23 |
- |
$344.20 |
$286,000 |
850 |
0.08% |
28,000 |
0 |
0 |
Closed - End Fund - E... |
|
SGOV |
Ishares 03 Month Treasury B... |
25 |
- |
$0.00 |
$258,000 |
2,564 |
0.07% |
1,000 |
0 |
0.003 |
N/A |
|
SBUX |
Starbucks Corp |
27 |
- |
$80.72 |
$245,000 |
2,685 |
0.07% |
-13,000 |
0 |
0 |
Specialty Eateries |
|
MCD |
McDonalds Corp |
29 |
- |
$265.77 |
$219,000 |
777 |
0.06% |
-11,000 |
0 |
0 |
Restaurants |
|
BAC |
Bank of America Corp |
30 |
- |
$39.76 |
$187,000 |
4,937 |
0.05% |
21,000 |
0 |
0 |
Domestic Money Center... |
|
ABBV |
Abbvie Inc. |
31 |
- |
$159.61 |
$176,000 |
967 |
0.05% |
26,000 |
0 |
0 |
Drug Manufacturers - ... |
|
ANTM |
Anthem Inc |
32 |
- |
$547.80 |
$164,000 |
317 |
0.05% |
15,000 |
0 |
0 |
N/A |
|
CVX |
Chevron Corp |
33 |
- |
$157.57 |
$158,000 |
1,000 |
0.05% |
9,000 |
0 |
0 |
Integrated Oil & Gas |
|
VICI |
Vici Properties Inc. |
34 |
- |
$29.53 |
$153,000 |
5,142 |
0.04% |
-11,000 |
0 |
0 |
N/A |
|
VOO |
Vanguard S&P 500 Etf |
35 |
- |
$487.06 |
$135,000 |
281 |
0.04% |
12,000 |
0 |
0 |
Closed - End Fund - E... |
|
ACN |
Accenture Plc |
36 |
- |
$307.11 |
$131,000 |
377 |
0.04% |
-1,000 |
0 |
0 |
Management Services |
|
FBHS |
Fortune Brands Home & Secur... |
37 |
- |
$70.88 |
$127,000 |
1,500 |
0.04% |
13,000 |
0 |
0.001 |
Security & Protection... |
|
ETN |
Eaton Corp |
39 |
- |
$336.18 |
$108,000 |
345 |
0.03% |
25,000 |
0 |
0 |
Diversified Machinery |
|
CMCSA |
Comcast Corp |
40 |
- |
$38.89 |
$106,000 |
2,445 |
0.03% |
-1,000 |
0 |
0 |
CATV Systems |
|
MRK |
Merck & Co Inc |
41 |
- |
$131.20 |
$102,000 |
770 |
0.03% |
18,000 |
0 |
0 |
Drug Manufacturers - ... |
|
ORCL |
Oracle Corp |
42 |
- |
$124.60 |
$100,000 |
800 |
0.03% |
16,000 |
0 |
0 |
Application Software |
|
USMV |
iShares MSCI USA Minimum Vo... |
43 |
- |
$0.00 |
$79,000 |
946 |
0.02% |
5,000 |
0 |
0 |
N/A |
|
HON |
Honeywell International Inc |
46 |
- |
$202.80 |
$78,000 |
380 |
0.02% |
-2,000 |
0 |
0 |
Conglomerates |
|
DGRO |
iShares Core Dividend Growth |
44 |
- |
$58.19 |
$78,000 |
1,349 |
0.02% |
5,000 |
0 |
0.001 |
N/A |
|
MMC |
Marsh & McLennan Companies Inc |
47 |
- |
$210.82 |
$77,000 |
374 |
0.02% |
6,000 |
0 |
0 |
Insurance Brokers |
|
VIG |
Vanguard Dividend Appreciat... |
48 |
- |
$183.48 |
$75,000 |
410 |
0.02% |
5,000 |
0 |
0 |
Closed - End Fund - Debt |
|
LEN |
Lennar Corp |
49 |
- |
$155.88 |
$69,000 |
400 |
0.02% |
9,000 |
0 |
0 |
Residential Construct... |
|
SPY |
Standard & Poors Depository... |
50 |
- |
$529.83 |
$68,000 |
130 |
0.02% |
6,000 |
0 |
0 |
Closed - End Fund - E... |
|
V |
Visa Inc |
52 |
- |
$275.58 |
$66,000 |
236 |
0.02% |
5,000 |
0 |
0 |
Business Services |
|
JNJ |
Johnson & Johnson |
53 |
- |
$153.50 |
$61,000 |
386 |
0.02% |
0 |
0 |
0 |
Drug Manufacturers - ... |
|
QCOM |
QUALCOMM Inc |
54 |
- |
$202.93 |
$57,000 |
336 |
0.02% |
8,000 |
0 |
0 |
Communication Equipment |
|
BA |
Boeing Co |
55 |
- |
$186.28 |
$52,000 |
269 |
0.01% |
-18,000 |
0 |
0 |
Aerospace/Defense - M... |
|
DUK |
Duke Energy Corp |
58 |
- |
$103.44 |
$50,000 |
514 |
0.01% |
0 |
0 |
0 |
Electric Utilities |
|
MDLZ |
Mondelez International Inc |
57 |
- |
$70.22 |
$50,000 |
715 |
0.01% |
-2,000 |
0 |
0 |
Food - Major Diversified |
|
BLK |
BlackRock Inc A |
59 |
- |
$799.61 |
$48,000 |
57 |
0.01% |
2,000 |
0 |
0 |
Investment Brokerage ... |
|
JPM |
JP Morgan Chase & Co |
60 |
- |
$198.31 |
$47,000 |
235 |
0.01% |
7,000 |
0 |
0 |
Domestic Money Center... |
|
VOE |
Vanguard Mid-Cap Value ETF |
61 |
- |
$154.46 |
$44,000 |
284 |
0.01% |
3,000 |
0 |
0 |
Closed - End Fund - E... |
|
SO |
Southern Co |
62 |
- |
$78.69 |
$42,000 |
588 |
0.01% |
1,000 |
0 |
0 |
Electric Utilities |
|
AJG |
Arthur J Gallagher & Co |
63 |
- |
$257.65 |
$41,000 |
162 |
0.01% |
5,000 |
0 |
0 |
Insurance Brokers |
|
ABT |
Abbott Laboratories |
65 |
- |
$104.82 |
$38,000 |
336 |
0.01% |
1,000 |
0 |
0 |
Drug Manufacturers - ... |
|
BRK.B |
Berkshire Hathaway B |
67 |
- |
$413.99 |
$37,000 |
87 |
0.01% |
6,000 |
0 |
0 |
Property & Casualty I... |
|
XOM |
Exxon Mobil Corp |
68 |
- |
$115.48 |
$37,000 |
320 |
0.01% |
5,000 |
0 |
0 |
Integrated Oil & Gas |
|
MPC |
Marathon Petroleum Corp |
70 |
- |
$176.02 |
$36,000 |
180 |
0.01% |
9,000 |
0 |
0 |
Oil & Gas Refining, P... |
|
UNP |
Union Pacific Corp |
69 |
- |
$234.71 |
$36,000 |
147 |
0.01% |
0 |
0 |
0 |
Railroads |
|
NEE |
NextEra Energy |
71 |
- |
$76.32 |
$35,000 |
540 |
0.01% |
2,000 |
0 |
0 |
Electric Utilities |
|
HIG |
Hartford Financial Services... |
73 |
- |
$102.38 |
$35,000 |
340 |
0.01% |
8,000 |
0 |
0 |
Property & Casualty I... |
|
IT |
Gartner Inc |
75 |
- |
$451.93 |
$34,000 |
72 |
0.01% |
2,000 |
0 |
0 |
Management Services |
|
BR |
Broadridge Financial Soluti... |
76 |
- |
$203.96 |
$33,000 |
163 |
0.01% |
-1,000 |
0 |
0 |
Business Services |
|
ADI |
Analog Devices Inc |
77 |
- |
$240.16 |
$32,000 |
160 |
0.01% |
0 |
0 |
0 |
Semiconductor- Broad... |
|
POOL |
Pool Corporation |
78 |
- |
$367.60 |
$31,000 |
77 |
0.01% |
0 |
0 |
0.001 |
Wholesale, Other |
|
ONEQ |
Fidelity NASD Comp Index Fund |
80 |
- |
$66.31 |
$31,000 |
488 |
0.01% |
2,000 |
0 |
0 |
Closed - End Fund - Debt |
|
SYY |
SYSCO Corp |
79 |
- |
$72.73 |
$31,000 |
385 |
0.01% |
3,000 |
0 |
0 |
Food Wholesale |
|
ICE |
Intercontinental Exchange Inc |
82 |
- |
$136.89 |
$30,000 |
218 |
0.01% |
2,000 |
0 |
0 |
Business Services |
|
APD |
Air Products & Chemicals Inc |
84 |
- |
$264.65 |
$29,000 |
118 |
0.01% |
-3,000 |
0 |
0 |
Diversified Chemicals |
|
AVGO |
Broadcom Limited |
83 |
- |
$1,392.24 |
$29,000 |
22 |
0.01% |
4,000 |
0 |
0 |
Semiconductor- Broad... |
|
MBC |
Masterbrand, Inc. |
87 |
- |
$16.33 |
$28,000 |
1,500 |
0.01% |
6,000 |
0 |
0 |
N/A |
|
TMW |
SPDR Dow Jones Wilshire TOT... |
86 |
- |
$64.84 |
$28,000 |
444 |
0.01% |
2,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
ADBE |
Adobe Systems Inc |
88 |
- |
$483.93 |
$28,000 |
55 |
0.01% |
-5,000 |
0 |
0 |
Application Software |
|
VZ |
Verizon Communications Inc |
90 |
- |
$39.79 |
$27,000 |
640 |
0.01% |
3,000 |
0 |
0 |
Telecom Services - Do... |
|
PAYX |
Paychex Inc |
89 |
- |
$126.98 |
$27,000 |
220 |
0.01% |
1,000 |
0 |
0 |
Staffing & Outsourcin... |
|
MA |
MasterCard Inc A |
91 |
- |
$456.52 |
$26,000 |
53 |
0.01% |
3,000 |
0 |
0 |
Business Services |
|
IVV |
iShares Core S&P 500 Etf |
92 |
- |
$532.53 |
$26,000 |
49 |
0.01% |
3,000 |
0 |
0 |
Closed - End Fund - E... |
|
CSCO |
Cisco Systems Inc |
93 |
- |
$47.43 |
$25,000 |
500 |
0.01% |
0 |
0 |
0 |
Networking & Communic... |
|
AXP |
American Express Co |
94 |
- |
$240.09 |
$23,000 |
100 |
0.01% |
4,000 |
0 |
0 |
Credit Services |
|
MGC |
Vanguard Mega Cap 300 Index... |
95 |
- |
$185.36 |
$21,000 |
115 |
0.01% |
2,000 |
0 |
0 |
Closed - End Fund - E... |
|
TXN |
Texas Instruments Inc |
96 |
- |
$202.54 |
$20,000 |
112 |
0.01% |
1,000 |
0 |
0 |
Semiconductor- Broad... |
|
DGRW |
Wisdomtree Us Dividend Grow... |
97 |
- |
$76.52 |
$20,000 |
268 |
0.01% |
1,000 |
0 |
0 |
N/A |
|
LIN |
Linde Plc |
100 |
- |
$434.79 |
$19,000 |
41 |
0.01% |
2,000 |
0 |
0 |
N/A |
|
WY |
Weyerhaeuser Co |
98 |
- |
$30.70 |
$19,000 |
533 |
0.01% |
0 |
0 |
0 |
Lumber,Wood Production |
|
GSLC |
Goldman Sachs Activebeta Us... |
99 |
- |
$104.30 |
$19,000 |
182 |
0.01% |
2,000 |
0 |
0 |
N/A |
|
ITOT |
iShares Core S&P Total US |
103 |
- |
$116.35 |
$17,000 |
149 |
0% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
|
LRCX |
Lam Research Corp |
104 |
- |
$965.77 |
$17,000 |
18 |
0% |
3,000 |
0 |
0 |
Semiconductor Equipme... |
|
AIG |
American International Grou... |
106 |
- |
$78.91 |
$16,000 |
210 |
0% |
2,000 |
0 |
0 |
Property & Casualty I... |
|
COP |
ConocoPhillips |
107 |
- |
$118.19 |
$15,000 |
114 |
0% |
2,000 |
0 |
0 |
Integrated Oil & Gas |
|
PANW |
Palo Alto Networks Inc |
108 |
- |
$308.58 |
$14,000 |
51 |
0% |
-1,000 |
0 |
0 |
Networking & Communic... |
|
NSIT |
Insight Enterprises Inc |
113 |
- |
$207.12 |
$13,000 |
69 |
0% |
1,000 |
0 |
0 |
Catalog & Mail Order ... |
|
IWM |
iShares Tr Russell 2000 Indx |
110 |
- |
$206.58 |
$13,000 |
60 |
0% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
|
TJX |
TJX Companies Inc |
109 |
- |
$101.12 |
$13,000 |
130 |
0% |
1,000 |
0 |
0 |
Discount, Variety Stores |
|
WRB |
WR Berkley Corporation |
111 |
- |
$80.09 |
$13,000 |
145 |
0% |
3,000 |
0 |
0 |
Property & Casualty I... |
|
LOW |
Lowes Companies Inc |
117 |
- |
$221.13 |
$12,000 |
47 |
0% |
2,000 |
0 |
0 |
Home Improvement Stores |
|
NDSN |
Nordson Corp |
115 |
- |
$243.12 |
$12,000 |
43 |
0% |
1,000 |
0 |
0 |
Diversified Machinery |
|
DIS |
Walt Disney Co |
116 |
- |
$103.02 |
$12,000 |
100 |
0% |
3,000 |
0 |
0 |
Entertainment - Diver... |
|
NOW |
Servicenow, Inc. |
114 |
- |
$770.83 |
$12,000 |
16 |
0% |
1,000 |
0 |
0 |
Information Technolog... |
|
XEL |
Xcel Energy Inc |
118 |
- |
$55.52 |
$11,000 |
202 |
0% |
-2,000 |
0 |
0 |
Electric Utilities |
|
AZN |
AstraZeneca Plc (ADR) |
120 |
- |
$78.80 |
$11,000 |
165 |
0% |
0 |
0 |
0 |
Drug Manufacturers - ... |
|
PXD |
Pioneer Natural Resources Co |
121 |
- |
$275.32 |
$10,000 |
38 |
0% |
1,000 |
0 |
0 |
Independent Oil & Gas |
|
CPRT |
Copart Inc |
122 |
- |
$53.95 |
$9,000 |
160 |
0% |
1,000 |
0 |
0 |
Auto Dealerships |
|
MSCI |
Msci Inc |
126 |
- |
$503.83 |
$8,000 |
15 |
0% |
0 |
0 |
0 |
Business Services |
|
LMT |
Lockheed Martin Corp |
128 |
- |
$469.71 |
$8,000 |
17 |
0% |
0 |
0 |
0 |
Aerospace/Defense - M... |
|
PFE |
Pfizer Inc |
127 |
- |
$29.60 |
$8,000 |
300 |
0% |
-1,000 |
0 |
0 |
Drug Manufacturers - ... |
|
ZTS |
Zoetis Inc. |
125 |
- |
$172.05 |
$8,000 |
50 |
0% |
-2,000 |
0 |
0 |
Drugs - Generic |
|
GWW |
WW Grainger Inc |
133 |
- |
$963.91 |
$7,000 |
7 |
0% |
1,000 |
0 |
0 |
Electronics Wholesale |
|
WMB |
Williams Companies Inc |
129 |
- |
$40.72 |
$7,000 |
191 |
0% |
0 |
0 |
0 |
Oil & Gas Pipelines &... |
|
ULTA |
Ulta Salon Cosmetics & Frag... |
131 |
- |
$378.33 |
$7,000 |
14 |
0% |
0 |
0 |
0 |
Personal Services |
|
ADP |
Automatic Data Processing Inc |
132 |
- |
$254.02 |
$7,000 |
28 |
0% |
0 |
0 |
0 |
Business Software & S... |
|