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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 : 89     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
   (BJAN)1 Year Chart         BJAN Innovator S&p 500 Buffer Etf 8 - $0.00 $4,453,000 109,000 1.3% 448,000 0 2.659    N/A
   (PMAR)1 Year Chart         PMAR Innovator S&p 500 Power Buf... 13 - $0.00 $1,217,000 34,172 0.36% 73,000 0 0.077    N/A
   (XLK)1 Year Chart         XLK SPDR Technology Sector 15 - $205.54 $678,000 3,524 0.2% 100,000 0 0.001    Closed - End Fund - E...
   (WM)1 Year Chart         WM Waste Management Inc 21 - $211.49 $409,000 2,286 0.12% 61,000 0 0.001    Waste Management
   (GAPR)1 Year Chart         GAPR Ft Cboe Vest Us Equity Mode... 22 - $0.00 $406,000 12,400 0.12% 26,000 0 0.228    N/A
   (UPS)1 Year Chart         UPS United Parcel Service Inc 23 - $147.37 $391,000 2,487 0.11% 3,000 0 0    AirDelivery & Freight...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 24 - $168.65 $274,000 1,960 0.08% 18,000 0 0    Search Engines & Info...
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 26 - $336.67 $258,000 850 0.08% 32,000 0 0    Closed - End Fund - E...
   (SBUX)1 Year Chart         SBUX Starbucks Corp 25 - $76.11 $258,000 2,685 0.08% 13,000 0 0.001    Specialty Eateries
   (GOOG)1 Year Chart         GOOG Alphabet Inc 28 - $170.29 $256,000 1,820 0.07% 16,000 0 0    Search Engines & Info...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 29 - $760.00 $251,000 430 0.07% 20,000 0 0    Drug Manufacturers - ...
   (MCD)1 Year Chart         MCD McDonalds Corp 30 - $275.00 $230,000 777 0.07% 25,000 0 0    Restaurants
   (BAC)1 Year Chart         BAC Bank of America Corp 31 - $38.45 $166,000 4,937 0.05% 31,000 0 0    Domestic Money Center...
   (VICI)1 Year Chart         VICI Vici Properties Inc. 32 - $29.50 $164,000 5,142 0.05% 14,000 0 0    N/A
   (CVX)1 Year Chart         CVX Chevron Corp 34 - $165.82 $149,000 1,000 0.04% -20,000 0 0    Integrated Oil & Gas
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 37 - $478.74 $123,000 281 0.04% 13,000 0 0    Closed - End Fund - E...
   (FBHS)1 Year Chart         FBHS Fortune Brands Home & Secur... 39 - $75.32 $114,000 1,500 0.03% 21,000 0 0.001    Security & Protection...
   (ORCL)1 Year Chart         ORCL Oracle Corp 41 - $116.67 $84,000 800 0.02% -1,000 0 0    Application Software
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 45 - $0.00 $74,000 946 0.02% 6,000 0 0    N/A
   (DGRO)1 Year Chart         DGRO iShares Core Dividend Growth 46 - $57.77 $73,000 1,349 0.02% 6,000 0 0    N/A
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 47 - $258.05 $71,000 300 0.02% 7,000 0 0    Closed - End Fund - E...
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 50 - $181.14 $70,000 410 0.02% 6,000 0 0    Closed - End Fund - Debt
   (BA)1 Year Chart         BA Boeing Co 49 - $178.51 $70,000 269 0.02% 18,000 0 0    Aerospace/Defense - M...
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 52 - $149.91 $61,000 386 0.02% 1,000 0 0    Drug Manufacturers - ...
   (LEN)1 Year Chart         LEN Lennar Corp 54 - $162.93 $60,000 400 0.02% 15,000 0 0    Residential Construct...
   (ED)1 Year Chart         ED Consolidated Edison Inc 56 - $97.70 $52,000 575 0.02% 3,000 0 0    Multi Utilities
   (MDLZ)1 Year Chart         MDLZ Mondelez International Inc 55 - $71.20 $52,000 715 0.02% 2,000 0 0    Food - Major Diversified
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 59 - $182.08 $49,000 336 0.01% 12,000 0 0    Communication Equipment
   (BLK)1 Year Chart         BLK BlackRock Inc A 60 - $796.67 $46,000 57 0.01% 9,000 0 0    Investment Brokerage ...
   (SO)1 Year Chart         SO Southern Co 61 - $78.14 $41,000 588 0.01% 3,000 0 0    Electric Utilities
   (AJG)1 Year Chart         AJG Arthur J Gallagher & Co 66 - $250.82 $36,000 162 0.01% -1,000 0 0    Insurance Brokers
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 69 - $482.29 $33,000 55 0.01% 5,000 0 0    Application Software
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 70 - $117.96 $32,000 320 0.01% -6,000 0 0    Integrated Oil & Gas
   (IT)1 Year Chart         IT Gartner Inc 72 - $439.27 $32,000 72 0.01% 7,000 0 0    Management Services
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 75 - $412.05 $31,000 87 0.01% 1,000 0 0    Property & Casualty I...
   (ONEQ)1 Year Chart         ONEQ Fidelity NASD Comp Index Fund 76 - $64.34 $29,000 488 0.01% 4,000 0 0.001    Closed - End Fund - Debt
   (SYY)1 Year Chart         SYY SYSCO Corp 77 - $76.17 $28,000 385 0.01% 3,000 0 0    Food Wholesale
   (HIG)1 Year Chart         HIG Hartford Financial Services... 79 - $101.89 $27,000 340 0.01% 3,000 0 0    Property & Casualty I...
   (MPC)1 Year Chart         MPC Marathon Petroleum Corp 80 - $179.56 $27,000 180 0.01% 0 0 0    Oil & Gas Refining, P...
   (TMW)1 Year Chart         TMW SPDR Dow Jones Wilshire TOT... 82 - $63.82 $26,000 444 0.01% 3,000 0 0    Closed - End Fund - E...
   (PAYX)1 Year Chart         PAYX Paychex Inc 81 - $122.55 $26,000 220 0.01% 1,000 0 0.001    Staffing & Outsourcin...
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 84 - $48.06 $25,000 500 0.01% -2,000 0 0    Networking & Communic...
   (VZ)1 Year Chart         VZ Verizon Communications Inc 85 - $40.40 $24,000 640 0.01% 3,000 0 0    Telecom Services - Do...
   (MA)1 Year Chart         MA MasterCard Inc A 86 - $456.98 $23,000 53 0.01% 2,000 0 0    Business Services
   (MBC)1 Year Chart         MBC Masterbrand, Inc. 88 - $16.85 $22,000 1,500 0.01% 4,000 0 0.001    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 89 - $187.48 $21,000 140 0.01% 3,000 0 0    Internet Software & S...
   (DGRW)1 Year Chart         DGRW Wisdomtree Us Dividend Grow... 94 - $75.52 $19,000 268 0.01% 2,000 0 0    N/A
   (WY)1 Year Chart         WY Weyerhaeuser Co 93 - $30.97 $19,000 533 0.01% 3,000 0 0    Lumber,Wood Production
   (AXP)1 Year Chart         AXP American Express Co 95 - $242.30 $19,000 100 0.01% 4,000 0 0    Credit Services
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 91 - $161.40 $19,000 130 0.01% 1,000 0 0    Closed - End Fund - E...
   (TXN)1 Year Chart         TXN Texas Instruments Inc 90 - $187.05 $19,000 112 0.01% 1,000 0 0.001    Semiconductor- Broad...
   (MGC)1 Year Chart         MGC Vanguard Mega Cap 300 Index... 92 - $185.36 $19,000 115 0.01% 2,000 0 0.001    Closed - End Fund - E...
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 99 - $297.47 $15,000 51 0% 3,000 0 0    Networking & Communic...
   (AIG)1 Year Chart         AIG American International Grou... 101 - $80.11 $14,000 210 0% 1,000 0 0    Property & Casualty I...
   (LRCX)1 Year Chart         LRCX Lam Research Corp 100 - $915.42 $14,000 18 0% 3,000 0 0    Semiconductor Equipme...
   (XEL)1 Year Chart         XEL Xcel Energy Inc 103 - $55.46 $13,000 202 0% 1,000 0 0    Electric Utilities
   (COP)1 Year Chart         COP ConocoPhillips 102 - $121.91 $13,000 114 0% -1,000 0 0    Integrated Oil & Gas
   (NSIT)1 Year Chart         NSIT Insight Enterprises Inc 105 - $206.28 $12,000 69 0% 2,000 0 0    Catalog & Mail Order ...
   (NOW)1 Year Chart         NOW Servicenow, Inc. 111 - $729.79 $11,000 16 0% 2,000 0 0    Information Technolog...
   (NDSN)1 Year Chart         NDSN Nordson Corp 109 - $278.89 $11,000 43 0% 1,000 0 0    Diversified Machinery
   (AZN)1 Year Chart         AZN AstraZeneca Plc (ADR) 110 - $77.18 $11,000 165 0% 0 0 0    Drug Manufacturers - ...
   (WRB)1 Year Chart         WRB WR Berkley Corporation 114 - $79.74 $10,000 145 0% 1,000 0 0    Property & Casualty I...
   (ZTS)1 Year Chart         ZTS Zoetis Inc. 113 - $169.04 $10,000 50 0% 1,000 0 0    Drugs - Generic
   (PFE)1 Year Chart         PFE Pfizer Inc 116 - $28.01 $9,000 300 0% -1,000 0 0    Drug Manufacturers - ...
   (PXD)1 Year Chart         PXD Pioneer Natural Resources Co 117 - $275.32 $9,000 38 0% 0 0 0    Independent Oil & Gas
   (DIS)1 Year Chart         DIS Walt Disney Co 118 - $105.79 $9,000 100 0% 1,000 0 0    Entertainment - Diver...
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 122 - $468.88 $8,000 17 0% 1,000 0 0    Aerospace/Defense - M...
   (MSCI)1 Year Chart         MSCI Msci Inc 119 - $485.16 $8,000 15 0% 0 0 0    Business Services
   (CPRT)1 Year Chart         CPRT Copart Inc 121 - $54.74 $8,000 160 0% 1,000 0 0    Auto Dealerships
   (NKE)1 Year Chart         NKE Nike Inc B 124 - $90.94 $7,000 66 0% 1,000 0 0    Textile - Apparel Foo...
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 128 - $246.86 $7,000 28 0% 0 0 0    Business Software & S...
   (ULTA)1 Year Chart         ULTA Ulta Salon Cosmetics & Frag... 127 - $401.59 $7,000 14 0% 1,000 0 0    Personal Services
   (MSI)1 Year Chart         MSI Motorola Inc 123 - $362.85 $7,000 21 0% 1,000 0 0    Communication Equipment
   (WMB)1 Year Chart         WMB Williams Companies Inc 125 - $39.64 $7,000 191 0% 1,000 0 0    Oil & Gas Pipelines &...
   (ANSS)1 Year Chart         ANSS ANSYS Inc 135 - $328.25 $6,000 17 0% 1,000 0 0    Technical & System So...
   (JKHY)1 Year Chart         JKHY Jack Henry & Associates 131 - $169.24 $6,000 34 0% 1,000 0 0    Business Software & S...
   (TTFNF)1 Year Chart         TTFNF Total S.A. (New) 133 - $73.14 $6,000 83 0% 1,000 0 0    Integrated Oil & Gas
   (MET)1 Year Chart         MET MetLife Inc 132 - $72.73 $6,000 84 0% 1,000 0 0    Life & Health Insurance
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 130 - $166.11 $6,000 36 0% 1,000 0 0    Closed - End Fund - E...
   (CME)1 Year Chart         CME CME Group Inc 129 - $208.46 $6,000 28 0% 0 0 0    Business Services
   (GWW)1 Year Chart         GWW WW Grainger Inc 134 - $958.68 $6,000 7 0% 1,000 0 0    Electronics Wholesale
   (AMGN)1 Year Chart         AMGN Amgen Inc 136 - $310.15 $5,000 16 0% 1,000 0 0    Biotechnology
   (PRU)1 Year Chart         PRU Prudential Financial Inc 137 - $118.83 $4,000 42 0% 0 0 0    Life & Health Insurance
   (AZPN)1 Year Chart         AZPN Aspen Technology Inc 138 - $197.54 $4,000 18 0% 0 0 0    Application Software
   (SPGI)1 Year Chart         SPGI S&P Global Inc 139 - $431.57 $4,000 10 0% 0 0 0    Publishing
   (TER)1 Year Chart         TER Teradyne Inc 140 - $122.92 $3,000 30 0% 0 0 0    Semiconductor Equipme...
   (CCI)1 Year Chart         CCI Crown Castle International ... 141 - $99.51 $1,000 5 0% 1,000 0 0    Integrated Telecommun...
   (AMT)1 Year Chart         AMT American Tower Corp 142 - $184.49 $1,000 3 0% 1,000 0 0    Integrated Telecommun...
   (BHF)1 Year Chart         BHF Brighthouse Financial, Inc. 144 - $45.68 $0 7 0% 0 0 0    N/A

      89 Records Found
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