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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 : 2023-12-31
  Total Value : $342,617,000
  Total Value Change : $41,832,000
  Securities Held Change : 17
   
All Securities Held : 148
  New Positions : 23
  Closed Positions : 6
  Increased Positions : 23
  Unchanged Positions : 94
  Decreased Positions : 8

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Holdings Found : 23     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
   (POCT)1 Year Chart         POCT Innovator S&p 500 Power Buf... 2 New $0.00 $94,746,000 2,623,091 27.65% 94,746,000 2,623,091 2.915    N/A
   (PJUL)1 Year Chart         PJUL Innovator S&p 500 Power Buf... 7 New $0.00 $5,614,000 155,129 1.64% 5,614,000 155,129 0.172    N/A
   (TNA)1 Year Chart         TNA Direxion Daily Small Cap Bu... 11 New $39.12 $2,708,000 68,650 0.79% 2,708,000 68,650 0.316    Closed - End Fund - Debt
   (KJAN)1 Year Chart         KJAN Innovator Russell 2000 Powe... 12 New $0.00 $1,319,000 38,451 0.38% 1,319,000 38,451 0.878    N/A
   (PAUG)1 Year Chart         PAUG Innovator S&p 500 Power Buf... 16 New $0.00 $632,000 18,935 0.18% 632,000 18,935 0.021    N/A
   (VOE)1 Year Chart         VOE Vanguard Mid-Cap Value ETF 62 New $154.02 $41,000 284 0.01% 41,000 284 0    Closed - End Fund - E...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 63 New $197.50 $40,000 235 0.01% 40,000 235 0    Domestic Money Center...
   (UNP)1 Year Chart         UNP Union Pacific Corp 65 New $246.61 $36,000 147 0.01% 36,000 147 0    Railroads
   (BR)1 Year Chart         BR Broadridge Financial Soluti... 67 New $193.06 $34,000 163 0.01% 34,000 163 0    Business Services
   (ADI)1 Year Chart         ADI Analog Devices Inc 71 New $204.79 $32,000 160 0.01% 32,000 160 0    Semiconductor- Broad...
   (ICE)1 Year Chart         ICE Intercontinental Exchange Inc 78 New $134.95 $28,000 218 0.01% 28,000 218 0    Business Services
   (AVGO)1 Year Chart         AVGO Broadcom Limited 83 New $1,305.67 $25,000 22 0.01% 25,000 22 0    Semiconductor- Broad...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 87 New $522.66 $23,000 49 0.01% 23,000 49 0    Closed - End Fund - E...
   (LIN)1 Year Chart         LIN Linde Plc 96 New $429.86 $17,000 41 0% 17,000 41 0    N/A
   (GSLC)1 Year Chart         GSLC Goldman Sachs Activebeta Us... 97 New $102.57 $17,000 182 0% 17,000 182 0    N/A
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US 98 New $114.39 $16,000 149 0% 16,000 149 0    Closed - End Fund - E...
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 107 New $205.86 $12,000 60 0% 12,000 60 0    Closed - End Fund - E...
   (TJX)1 Year Chart         TJX TJX Companies Inc 106 New $98.91 $12,000 130 0% 12,000 130 0    Discount, Variety Stores
   (GAMPRB)1 Year Chart         GAMPRB General American Investors ... 108 New $24.69 $12,000 500 0% 12,000 500 0    N/A
   (LOW)1 Year Chart         LOW Lowes Companies Inc 112 New $236.13 $10,000 47 0% 10,000 47 0    Home Improvement Stores
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 115 New $60.24 $10,000 62 0% 10,000 62 0    Discount, Variety Stores
   (PEP)1 Year Chart         PEP Pepsico Inc 120 New $178.06 $8,000 50 0% 8,000 50 0    Beverage Soft Drinks...
   (NCL)1 Year Chart         NCL Northann Corp. New $0.40 $0 10 0% 0 10 0    N/A

      23 Records Found
  1    
Page 1 of 1
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