Stuart Chaussee & Associates, Inc.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 13, 2024
Value $
$363M
Signature - Title
Stuart D. Chaussee - President
Location
721 Via Somonte, Palos Verdes Estates, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 171 $363M +$138M -$143M -$5.06M SGOV, PNOV, VGT, PSEP, IGM 13F-HR 8/13/2024, 05:27 PM
Q1 2024 157 $348M +$19.3M -$13.5M +$5.76M PNOV, POCT, VGT, PSEP, IGM 13F-HR 5/8/2024, 07:06 PM
Q4 2023 148 $343M +$150M -$122M +$27.7M PNOV, POCT, VGT, PSEP, IGM 13F-HR 2/2/2024, 03:54 PM
Q3 2023 131 $301M +$49.8K -$11.5M -$11.5M SGOV, PNOV, VGT, PSEP, IGM Restatement 11/13/2023, 06:52 PM
Q2 2023 131 $318M +$132M -$131M +$954K SGOV, PNOV, VGT, PSEP, IGM 13F-HR 8/3/2023, 07:27 PM
Q1 2023 136 $295M +$16.3M -$11.1M +$5.2M PNOV, PSEP, VGT, IGM, PMAR 13F-HR 5/5/2023, 07:15 PM
Q4 2022 150 $271M +$226M -$841K +$226M PNOV, PSEP, VGT, IGM, PDEC Restatement 1/17/2023, 07:32 PM
Q3 2022 147 $43.1M +$346K -$311K +$34.9K VGT, IGM, VYM, XLK, MSFT 13F-HR 10/17/2022, 07:09 PM
Q2 2022 153 $46.3M +$328K -$151M -$150M VGT, IGM, VYM, XLK, MSFT 13F-HR 7/14/2022, 05:50 PM
Q1 2022 161 $210M +$138M -$152M -$14M SPLV, VHT, VGT, HDV, SPYD 13F-HR 4/11/2022, 09:26 PM
Q4 2021 169 $232M +$164M -$2.84M +$161M NOBL, VGT, XLB, VYM, XLRE 13F-HR 2/4/2022, 07:40 PM
Q3 2021 144 $64.2M +$1.63K -$162M -$162M VGT, IGM, VYM, QQQXXXX, SBUX 13F-HR 11/10/2021, 04:05 PM
Q2 2021 155 $226M +$157M -$214M -$57.9M VTV, SCHD, VYM, VGT, XLRE 13F-HR 8/5/2021, 05:45 PM
Q1 2021 263 $260M +$11.8M -$5.13M +$6.68M QQQXXXX, VGT, IGM, MGK, VYM 13F-HR 5/11/2021, 02:30 PM
Q4 2020 85 $248M +$5.74M -$4.43M +$1.31M QQQXXXX, VGT, IGM, MGK, VYM 13F-HR 2/3/2021, 05:22 PM
Q3 2020 88 $220M +$9.98M -$4.03M +$5.95M QQQXXXX, VGT, IGM, MGK, VYM 13F-HR 11/12/2020, 05:42 PM
Q2 2020 70 $192M +$55.1M -$455K +$54.7M QQQXXXX, VGT, IGM, MGK, VYM 13F-HR 8/4/2020, 07:01 PM
Q1 2020 67 $106M +$98.1M -$166M -$68.3M QQQXXXX, VGT, MGK, IGM, VYM 13F-HR 5/14/2020, 04:39 PM
Q4 2019 125 $177M +$57.3M -$51.4M +$5.87M USMV, SPHQ, VIG, AOK, VYM 13F-HR 2/7/2020, 07:21 PM
Q3 2019 127 $166M +$36.1M -$36.7M -$530K USMV, VIG, AOK, VYM, PG 13F-HR 10/18/2019, 08:01 PM
Q2 2019 128 $161M +$3.09M -$3.79M -$697K USMV, VIG, AOK, DGRO, VYM 13F-HR 8/7/2019, 07:10 PM
Q1 2019 127 $155M +$43.2M -$31.4M +$11.7M USMV, VIG, AOK, DGRO, VYM 13F-HR 5/7/2019, 07:51 PM
Q4 2018 117 $131M +$120M -$146M -$25.4M USMV, JPST, VIG, VYM, PG 13F-HR 1/11/2019, 03:50 PM
Q3 2018 132 $158M +$1.14M -$1.17M -$31.6K SPLG, VGT, XLK, XNTK, PFF 13F-HR 11/13/2018, 01:23 PM
Q2 2018 136 $148M +$125M -$450K +$124M SPLG, VGT, XLK, XNTK, PFF 13F-HR 7/27/2018, 05:30 PM
Q1 2018 105 $24.1M +$15.1M -$129M -$114M PFF, VYM, SBUX, CVX, KO 13F-HR 4/18/2018, 06:20 PM
Q4 2017 120 $138M +$108M -$105M +$3.36M MTUM, AOM, ACWI, XLP, VYM Restatement 2/2/2018, 06:37 PM
Q3 2017 89 $134M +$120M -$120M -$237K VWO, AOK, AOM, EEMV, EFV Restatement 10/31/2017, 01:59 PM
Q2 2017 87 $134M +$41.2M -$10.5M +$30.7M BIV, BLV, TLT, VGLT, LQD 13F-HR 7/11/2017, 01:13 PM
Q1 2017 76 $102M +$90.5M -$120M -$29.1M BIV, BLV, VGLT, TLT, VYM 13F-HR 5/8/2017, 02:46 PM
Q4 2016 58 $129M +$46.8M -$45.2M +$1.61M VYM, IVV, VTV, XLE, XLF 13F-HR 1/17/2017, 05:32 PM
Q3 2016 74 $123M +$1.74M -$533K +$1.2M VYM, USMV, VTV, HDV, PM 13F-HR 10/5/2016, 06:26 PM
Q2 2016 75 $122M +$11.5M -$4.62M +$6.91M VYM, USMV, VTV, HDV, PM 13F-HR 7/11/2016, 06:39 PM
Q1 2016 82 $110M +$100M -$94.4M +$6.01M VYM, USMV, VTV, HRL, PM 13F-HR 4/27/2016, 04:52 PM
Q4 2015 87 $106M $0 $0 XLP, MSFT, KO, PG, HRL 13F-HR 2/10/2016, 07:53 PM