Stuart Chaussee & Associates, Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 22, 2025), Stuart Chaussee & Associates, Inc. reported 180 stock positions worth $458.4 million. Its top holding was Innovator U.S. Equity Buffer (BAPR) at 22.6% of the portfolio, followed by Ftequity Qrtrly DYN Buff ETF (FHDG, 19.0%) and Allian US Equ 6 Mon BU10-Usd (SIXP, 12.6%). Compared with Q2 2025, it opened 7 new positions, sold out of 7, added to 7 and reduced 23. The biggest buy was a new position in Ftequity Qrtrly DYN Buff ETF (FHDG) and the biggest sale an exit from Innovator U.S. Equity Buffer (BFEB).

Most Recent 13F
Q4 2025
Location
BEVERLY HILLS, CA
CIK
0001653253
Portfolio Value
$458.4M (Q3 2025)
SEC Filing
0001653253-25-000003 ↗ filed Oct 22, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $347.7M Q1 2024 Q2 2024: $363.3M Q2 2024 Q3 2024: $380.9M Q3 2024 Q4 2024: $403.4M Q4 2024 Q1 2025: $401.4M Q1 2025 Q2 2025: $443.9M Q2 2025 Q3 2025: $458.4M $458.4M Q3 2025 Q4 2025: $0 Q4 2025

Holdings 180 stocks · $458.4M
BAPR Innovator U.S. Equity Buffer 22.56% 2,204,829 $103.4M Reduce -0.6%
FHDG Ftequity Qrtrly DYN Buff ETF 18.99% 2,640,452 $87.1M New
SIXP Allian US Equ 6 Mon BU10-Usd 12.60% 1,875,210 $57.8M New
XBAP Innovator US Eqy Accel 9 Buf 11.73% 1,420,593 $53.8M Reduce -0.3%
VGT Vanguard Info Tech ETF 10.25% 62,930 $47.0M Reduce -1.1%
IGM iShares Expanded Tech Sector 6.28% 228,640 $28.8M Reduce -0.4%
PSEP Innovator U.S. Equity Power 5.51% 588,586 $25.3M Reduce -4.3%
XTAP Innovator US Eqty Accel PL 1.80% 207,958 $8.2M Reduce -25.5%
PNOV Innovator U.S. Equity Power 1.74% 194,699 $8.0M Reduce -1.1%
BJAN Innovator U.S. Equity Buffer 1.31% 112,930 $6.0M Reduce -0.2%
VYM Vanguard High DVD Yield ETF 0.90% 29,110 $4.1M Reduce -2.0%
NOC Northrop Grumman Corp. 0.44% 3,340 $2.0M No change
PJAN Innovator U.S. Equity Power 0.42% 42,535 $1.9M Reduce -8.8%
PMAR Innovator U.S. Equity Power 0.34% 35,690 $1.6M Reduce -15.0%
MSFT Microsoft Corp. 0.28% 2,506 $1.3M No change
BJUN Innovator U.S. Equity Buffer 0.25% 25,355 $1.2M No change
XLK SS Technology Select Sector 0.22% 3,614 $1.0M No change
PMAY Innovator U.S. Equity Power 0.19% 22,000 $856K No change
BMAR Innovator U.S. Equity Buffer 0.19% 16,500 $851K Reduce -14.6%
AAPL Apple Inc. 0.18% 3,220 $820K Add +0.8%
PJUL Innovator U.S. Equity Power 0.17% 17,024 $776K No change
POWERSHARES 0.14% 1,068 $641K No change
XBOC Innovator US Eqy Acc 9 Buff 0.14% 19,276 $632K Reduce -3.0%
GOOG Alphabet Inc. Class C 0.13% 2,491 $607K Add +1.2%
RBUF Invv US SML C 10 B ETF-QRT 0.13% 20,562 $590K New
ZALT Innovator US Eq 10 Buffer 0.13% 18,047 $575K New
PG The Procter & Gamble Co. 0.12% 3,470 $533K Add +0.2%
IWF iShares Russell 1000 Growth 0.12% 1,129 $529K No change
BAUG Innovator U.S. Equity Buffer 0.11% 10,730 $526K Reduce -9.1%
WM Waste Management Inc. 0.11% 2,286 $505K No change
GOOGL Alphabet Inc. Class A 0.10% 1,960 $476K No change
APD Air Products & Chemicals Inc. 0.08% 1,419 $387K No change
NVDA Nvidia Corp. 0.08% 2,047 $382K No change
HD Home Depot Inc. 0.08% 918 $372K No change
DMAX iShares LG Cap Max Buff Dec 0.08% 13,950 $369K Reduce -7.0%
QTJA Innovator Growth Acc Plus-J 0.08% 12,540 $362K No change
GAPR FT Vest US Equity Moderate B 0.07% 8,400 $330K No change
LLY Eli Lilly & Co. 0.07% 430 $328K No change
PFEB Innovator U.S. Equity Power 0.07% 7,980 $317K Reduce -29.8%
VOO Vanguard S&P 500 ETF 0.07% 505 $309K No change
RSP Invesco S&P 500 Equal Weight 0.06% 1,480 $281K Add +4011.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.06% 1,486 $277K Reduce -2.6%
ABBV Abbvie Inc. 0.06% 1,141 $264K No change
SLV iShares Silver Trust 0.05% 5,460 $231K Add +267.7%
ORCL Oracle Corp. 0.05% 800 $225K No change
JPM JPMorgan Chase & Co. 0.05% 704 $222K No change
AVGO Broadcom Inc. 0.05% 640 $211K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.04% 4,000 $206K No change
IVV iShares Core S&P 500 ETF 0.04% 282 $189K No change
VTI VG Morningstar TS MKT ETF-US 0.04% 556 $183K No change
MCD McDonald's Corp. 0.04% 597 $181K No change
GLD SPDR Gold Shares 0.04% 475 $169K Add +90.0%
TRANE TECHNOLOGIES PLC 0.04% 400 $169K No change
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.04% 5,142 $168K No change
DELL Dell Technologies -C 0.04% 1,165 $165K No change
HII Huntington Ingalls Industrie 0.03% 535 $154K No change
AMZN Amazon.com Inc. 0.03% 668 $147K Add +4.2%
BDEC Innovator U.S. Equity Buffer 0.03% 3,008 $144K No change
ETN Eaton Corp. PLC 0.03% 345 $129K No change
UPS United Parcel Service Class B 0.03% 1,537 $128K No change
VHT Vanguard Health Care ETF 0.03% 489 $127K No change
IWB iShares Russell 1000 ETF 0.03% 320 $117K No change
QUAL iShares MSCI USA Quality Fac 0.02% 568 $110K No change
QTAP Innovator GRW 100 Accl Plus 0.02% 2,470 $108K Reduce -98.1%
IEFA iShares Core MSCI Eafe ETF 0.02% 1,197 $105K New
WMT Walmart Inc. 0.02% 986 $102K No change
SGOV iShares 0-3 Month Treasury B 0.02% 950 $96K Reduce -5.0%
VIG Vanguard Dividend Apprec ETF 0.02% 410 $88K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.02% 130 $87K No change
KO The Coca-Cola Co. 0.02% 1,270 $84K No change
V Visa Inc. Class A 0.02% 236 $81K No change
FBIN Fortune Brands Innovations I 0.02% 1,500 $80K No change
HON Honeywell International Inc. 0.02% 380 $80K No change
CVX Chevron Corp. 0.02% 500 $78K No change
CMCSA Comcast Corp. Class A 0.02% 2,445 $77K No change
MRSH Marsh & McLennan Cos 0.02% 374 $75K No change
ELV Elevance Health Inc. 0.02% 232 $75K Reduce -26.8%
JNJ Johnson & Johnson 0.02% 386 $72K No change
BLK BlackRock Finance Inc. 0.01% 57 $66K No change
MRK Merck & Co. Inc. 0.01% 770 $65K No change
VT Vanguard Tot World STK ETF 0.01% 464 $64K No change
DUK Duke Energy Corp. 0.01% 514 $64K No change
META Meta Platforms Inc. Class A 0.01% 81 $59K No change
ACN Accenture PLC Class A 0.01% 239 $59K No change
BA The Boeing Co. 0.01% 269 $58K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.01% 116 $56K No change
NFLX Netflix Inc. 0.01% 46 $55K No change
LEN Lennar Corp. Class A 0.01% 400 $50K No change
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.01% 162 $50K No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.01% 284 $50K No change
VONG Vanguard Russell 1000 Growth 0.01% 405 $49K No change
XOM Exxon Mobil Corp. 0.01% 408 $46K No change
SO The Southern Co. 0.01% 485 $46K No change
HIG Hartford Insurance Group Inc. 0.01% 340 $45K No change
ABT Abbott Laboratories 0.01% 336 $45K No change
MDLZ Mondelez International Inc. Class A 0.01% 715 $45K No change
ONEQ Fidelity Nasdaq Comp Indx 0.01% 488 $43K No change
VONV Vanguard Russell 1000 Value 0.01% 467 $42K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.01% 147 $41K No change
NEE Nextera Energy Inc. 0.01% 540 $41K No change
ADI Analog Devices Inc. 0.01% 160 $39K No change
BR Broadridge Financial Solutio 0.01% 163 $39K No change
ED Consolidated Edison Inc. 0.01% 375 $38K No change
BX Blackstone Inc. 0.01% 220 $38K No change
ICE Intercontinental Exchange Inc. 0.01% 218 $37K No change
MPC Marathon Petroleum Corp. 0.01% 180 $35K No change
CSCO Cisco Systems Inc. 0.01% 500 $34K No change
AXP American Express Co. 0.01% 100 $33K No change
DGRO iShares Core Dividend Growth 0.01% 478 $33K No change
SYY Sysco Corp. 0.01% 385 $32K No change
MA Mastercard Inc. Class A 0.01% 53 $30K No change
USMV iShares MSCI USA Min Vol Fac 0.01% 315 $30K No change
BRK.B Berkshire Hathaway Inc. Class B 0.01% 57 $29K No change
VZ Verizon Communications Inc. 0.01% 640 $28K No change
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.01% 115 $28K No change
PAYX Paychex Inc. 0.01% 220 $28K No change
POCT Innovator U.S. Equity Power 0.01% 610 $26K No change
IJJ iShares S&P Mid-Cap 400 Valu 0.01% 192 $25K No change
LRCX Lam Research Corp. 0.01% 180 $24K No change
POOL Pool Corp. 0.01% 77 $24K No change
DGRW Wisdomtree U.S. Quality Divi 0.01% 268 $24K No change
IWD iShares Russell 1000 Value E 0.01% 117 $24K No change
GSLC Goldman Activebeta US LC ETF 0.01% 182 $24K No change
IJR iShares Core S&P Small-Cap E 0.00% 187 $22K No change
ITOT iShares Core S&P Total U.S. 0.00% 149 $22K No change
PANW Palo Alto Networks Inc. 0.00% 102 $21K No change
TXN Texas Instruments Inc. 0.00% 112 $21K No change
MBC Masterbrand Inc. 0.00% 1,500 $20K No change
LIN Linde PLC 0.00% 41 $19K No change
ADBE Adobe Inc. 0.00% 55 $19K No change
IT Gartner Inc. 0.00% 72 $19K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.00% 130 $19K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.00% 63 $18K No change
RDDT Reddit Inc. Class A 0.00% 80 $18K No change
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.00% 217 $17K No change
SPTM SS SPDR P S&P 1500 Comp ETF 0.00% 205 $17K Reduce -56.8%
AIG American International Group 0.00% 210 $16K No change
XEL Xcel Energy Inc. 0.00% 202 $16K No change
SBUX Starbucks Corp. 0.00% 185 $16K Reduce -73.0%
NOW ServiceNow Inc. 0.00% 16 $15K No change
IWM iShares Russell 2000 ETF 0.00% 60 $15K No change
WY Weyerhaeuser Co. 0.00% 533 $13K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.00% 111 $13K No change
AZN Astrazeneca PLC-Spons ADR 0.00% 165 $13K No change
WMB Williams Cos Inc. 0.00% 191 $12K No change
LOW Lowe's Cos Inc. 0.00% 47 $12K No change
NDSN Nordson Corp. 0.00% 43 $10K No change
MSI Motorola Solutions Inc. 0.00% 21 $10K No change
CDW Corp. 0.00% 60 $10K No change
GE General Electric Company 0.00% 31 $9K No change
MSCI MSCI Inc. 0.00% 15 $9K No change
LMT Lockheed Martin Corp. 0.00% 17 $8K No change
COP Conocophillips 0.00% 87 $8K Reduce -23.7%
ADP Automatic Data Processing 0.00% 28 $8K No change
ULTA Ulta Beauty Inc. 0.00% 14 $8K No change
PFE Pfizer Inc. 0.00% 300 $8K No change
CME Cme Group Inc. 0.00% 28 $8K No change
ZTS Zoetis Inc. 0.00% 50 $7K No change
CPRT Copart Inc. 0.00% 160 $7K No change
CHRD Chord Energy Corp. 0.00% 72 $7K No change
MET Metlife Inc. 0.00% 84 $7K No change
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.00% 7 $7K No change
PSRHF Pulsar Helium Inc. 0.00% 16,500 $5K No change
COO Cooper Cos Inc. 0.00% 76 $5K No change
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.00% 34 $5K No change
NXP Semiconductors 0.00% 22 $5K No change
SPGI S&P Global Inc. 0.00% 10 $5K No change
NKE Nike Inc. Class B 0.00% 66 $5K No change
AMGN Amgen Inc. 0.00% 16 $5K No change
SiteOne Landscape Supply 0.00% 35 $5K No change
PRU Prudential Financial Inc. 0.00% 42 $4K No change
TER Teradyne Inc. 0.00% 30 $4K No change
FDXTF Fendx Technologies Inc. filed as Figma 0.00% 50 $3K New
SNPS Synopsys Inc. 0.00% 5 $2K New
CAVA Cava Group Inc. 0.00% 10 $604 No change
AMT American Tower Corp. 0.00% 3 $577 No change
CCI Crown Castle Inc. 0.00% 5 $482 No change
BHF Brighthouse Financial Inc. 0.00% 7 $372 No change
ON On Semiconductor 0.00% 7 $345 No change
IBIT iShares Bitcoin Trust ETF 0.00% 4 $260 No change

Portfolio Sells Q2 2025 → Q3 2025
BFEB Innovator U.S. Equity Buffer Sold out 0.00% −15.70
QJUN FT Vest Nasdaq-100 Buffer Et Sold out 0.00% −9.27
BFAP FT Vest BTC Floor 15 ETF-Apr Sold out 0.00% −6.20
QTAP Innovator GRW 100 Accl Plus Reduce -98.1% 0.02% −1.22
XTAP Innovator US Eqty Accel PL Reduce -25.5% 1.80% −0.60
PSEP Innovator U.S. Equity Power Reduce -4.3% 5.51% −0.15
PMAR Innovator U.S. Equity Power Reduce -15.0% 0.34% −0.06
XBAP Innovator US Eqy Accel 9 Buf Reduce -0.3% 11.73% −0.06
PJAN Innovator U.S. Equity Power Reduce -8.8% 0.42% −0.04
BAPR Innovator U.S. Equity Buffer Reduce -0.6% 22.56% −0.03
PFEB Innovator U.S. Equity Power Reduce -29.8% 0.07% −0.03
BMAR Innovator U.S. Equity Buffer Reduce -14.6% 0.19% −0.03
ELV Elevance Health Inc. Reduce -26.8% 0.02% −0.01
SBUX Starbucks Corp. Reduce -73.0% 0.00% −0.01
PNOV Innovator U.S. Equity Power Reduce -1.1% 1.74% −0.01
BAUG Innovator U.S. Equity Buffer Reduce -9.1% 0.11% −0.01
DMAX iShares LG Cap Max Buff Dec Reduce -7.0% 0.08% −0.01
XBOC Innovator US Eqy Acc 9 Buff Reduce -3.0% 0.14% −0.00
SPTM SS SPDR P S&P 1500 Comp ETF Reduce -56.8% 0.00% −0.00
PDEC Innovator U.S. Equity Power Sold out 0.00% −0.00
SHOP Shopify Inc. Class A Sold out 0.00% −0.00
SGOV iShares 0-3 Month Treasury B Reduce -5.0% 0.02% −0.00
ANSS Ansys Inc. Sold out 0.00% −0.00
TTE Totalenergies SE Sold out 0.00% −0.00
COP Conocophillips Reduce -23.7% 0.00% −0.00
VTV Vanguard Mrngstr Val ETF-Aui Reduce -2.6% 0.06% −0.00
VYM Vanguard High DVD Yield ETF Reduce -2.0% 0.90% +0.00
BJAN Innovator U.S. Equity Buffer Reduce -0.2% 1.31% +0.03
IGM iShares Expanded Tech Sector Reduce -0.4% 6.28% +0.47
VGT Vanguard Info Tech ETF Reduce -1.1% 10.25% +0.74

Portfolio Buys Q2 2025 → Q3 2025
FHDG Ftequity Qrtrly DYN Buff ETF New 18.99% +18.99
SIXP Allian US Equ 6 Mon BU10-Usd New 12.60% +12.60
RBUF Invv US SML C 10 B ETF-QRT New 0.13% +0.13
ZALT Innovator US Eq 10 Buffer New 0.13% +0.13
RSP Invesco S&P 500 Equal Weight Add +4011.1% 0.06% +0.06
SLV iShares Silver Trust Add +267.7% 0.05% +0.04
GOOG Alphabet Inc. Class C Add +1.2% 0.13% +0.03
AAPL Apple Inc. Add +0.8% 0.18% +0.03
IEFA iShares Core MSCI Eafe ETF New 0.02% +0.02
GLD SPDR Gold Shares Add +90.0% 0.04% +0.02
FDXTF Fendx Technologies Inc. New 0.00% +0.00
SNPS Synopsys Inc. New 0.00% +0.00
AMZN Amazon.com Inc. Add +4.2% 0.03% +0.00
PG The Procter & Gamble Co. Add +0.2% 0.12% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q4 2025 0$0
Q3 2025 180$458.4MBAPR, FHDG, SIXP, XBAP, VGT
Q2 2025 180$443.9MBAPR, BFEB, XBAP, VGT, QJUN
Q1 2025 186$401.4MPNOV, BOCT, XBJA, ISEP, VGT
Q4 2024 183$403.4MBDEC, PNOV, QDEC, VGT, PSEP
Q3 2024 165$380.9MSGOV, PNOV, VGT, PSEP, IGM
Q2 2024 171$363.3MSGOV, PNOV, VGT, PSEP, IGM
Q1 2024 157$347.7MPNOV, POCT, VGT, PSEP, IGM