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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 : 22     View All Holdings Currently Viewing:  Increased 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
   (PNOV)1 Year Chart         PNOV Innovator S&p 500 Power Buf... 1 - $0.00 $132,929,000 3,859,728 38.8% 37,722,000 979,917 17.705    N/A
   (PSEP)1 Year Chart         PSEP Innovator S&p 500 Power Buf... 4 - $0.00 $24,133,000 694,229 7.04% 1,732,000 2,848 0.565    N/A
   (PJAN)1 Year Chart         PJAN Innovator S&p 500 Power Buf... 6 - $0.00 $8,418,000 226,040 2.46% 6,922,000 183,045 0.246    N/A
   (PMAY)1 Year Chart         PMAY Innovator S&p 500 Power Buf... 10 - $0.00 $2,890,000 91,830 0.84% 2,775,000 87,930 0.102    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp 14 - $414.74 $780,000 2,074 0.23% 241,000 368 0    Application Software
   (PG)1 Year Chart         PG Procter & Gamble Co 17 - $166.85 $625,000 4,262 0.18% 27,000 161 0    Cleaning Products
   (AAPL)1 Year Chart         AAPL Apple Inc 18 - $183.05 $497,000 2,580 0.15% 271,000 1,260 0    Personal Computers
   (HD)1 Year Chart         HD Home Depot Inc 20 - $346.43 $419,000 1,208 0.12% 84,000 100 0    Home Improvement Stores
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 33 - $160.75 $150,000 967 0.04% 29,000 154 0    Drug Manufacturers - ...
   (ANTM)1 Year Chart         ANTM Anthem Inc 35 - $539.18 $149,000 317 0.04% 48,000 85 0    N/A
   (ACN)1 Year Chart         ACN Accenture Plc 36 - $306.33 $132,000 377 0.04% 68,000 170 0    Management Services
   (MRK)1 Year Chart         MRK Merck & Co Inc 42 - $131.20 $84,000 770 0.02% 25,000 200 0    Drug Manufacturers - ...
   (ETN)1 Year Chart         ETN Eaton Corp 43 - $330.57 $83,000 345 0.02% 21,000 53 0    Diversified Machinery
   (HON)1 Year Chart         HON Honeywell International Inc 44 - $202.92 $80,000 380 0.02% 39,000 159 0    Conglomerates
   (MMC)1 Year Chart         MMC Marsh & McLennan Companies Inc 48 - $205.55 $71,000 374 0.02% 53,000 277 0    Insurance Brokers
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 51 - $520.84 $62,000 130 0.02% 41,000 80 0    Closed - End Fund - E...
   (V)1 Year Chart         V Visa Inc 53 - $280.74 $61,000 236 0.02% 28,000 94 0    Business Services
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 57 - $512.81 $52,000 98 0.02% 21,000 37 0    Health Care Plans
   (ABT)1 Year Chart         ABT Abbott Laboratories 64 - $104.74 $37,000 336 0.01% 27,000 236 0    Drug Manufacturers - ...
   (NEE)1 Year Chart         NEE NextEra Energy 68 - $73.79 $33,000 540 0.01% 26,000 410 0    Electric Utilities
   (APD)1 Year Chart         APD Air Products & Chemicals Inc 73 - $250.55 $32,000 118 0.01% 23,000 85 0    Diversified Chemicals
   (POOL)1 Year Chart         POOL Pool Corporation 74 - $374.21 $31,000 77 0.01% 23,000 55 0    Wholesale, Other

      22 Records Found
  1    
Page 1 of 1
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