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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

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

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