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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 8     View All Holdings Currently Viewing:  Decreased 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
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 3 - $516.26 $31,209,000 64,481 9.11% 3,801,000 -1,578 0.006    Closed - End Fund - E...
   (IGM)1 Year Chart         IGM iShares S&P GSTI Tech Index Fd 5 - $85.38 $18,014,000 40,194 5.26% 2,298,000 -929 0.452    Closed - End Fund - E...
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 9 - $119.87 $3,660,000 32,791 1.07% 225,000 -455 0.01    Closed - End Fund - Debt
   (SGOV)1 Year Chart         SGOV Ishares 03 Month Treasury B... 27 - $0.00 $257,000 2,564 0.08% -121,218,000 -1,204,097 0.003    N/A
   (KO)1 Year Chart         KO Coca-Cola Co 38 - $63.26 $118,000 2,005 0.03% -2,000 -133 0    Beverage Soft Drinks...
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 40 - $39.31 $107,000 2,445 0.03% -8,000 -155 0    CATV Systems
   (DUK)1 Year Chart         DUK Duke Energy Corp 58 - $102.67 $50,000 514 0.01% -1,000 -69 0    Electric Utilities
   (COO)1 Year Chart         COO Cooper Companies Inc 126 - $94.76 $28,000 76 0% 0 -8 0    Medical Instruments &...

      8 Records Found
  1    
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