Stuart Chaussee & Associates, Inc.
Clone Performance
Sep 2023–Apr 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 10 quarters.Stuart Chaussee & Associates, Inc. has stopped filing, so the simulation ends in Apr 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.
Portfolio Concentration
126 tracked positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025Portfolio Trend
Sector Breakdown
As of Sep 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 97.0% | $402,945,137 |
| Technology | 0.8% | $3,490,082 |
| Industrials | 0.8% | $3,234,918 |
| Communication Services | 0.3% | $1,333,850 |
| Financial Services | 0.2% | $874,343 |
| Healthcare | 0.2% | $873,126 |
| Consumer Cyclical | 0.2% | $829,341 |
| Consumer Defensive | 0.2% | $795,374 |
| Basic Materials | 0.1% | $392,341 |
| Utilities | 0.0% | $204,320 |
| Real Estate | 0.0% | $181,951 |
| Energy | 0.0% | $178,668 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AFGR | First Trust Active Factor Large Cap Growth ETF | +1,249,333 | 2,648,852 | $87,385,368 | |
| SLV | iShares Silver Trust | +3,975 | 5,460 | $231,340 | |
| ABI | VictoryShares Pioneer Asset-Based Income ETF | +1,444 | 1,480 | $280,756 | |
| GLD | Spdr Gold Trust | +225 | 475 | $168,848 | |
| GOOGL | Alphabet Inc. | +30 | 4,451 | $1,083,159 | |
| AAPL | Apple Inc. | +27 | 3,220 | $819,908 | |
| AMZN | Amazon Com Inc | +27 | 668 | $146,672 | |
| PG | PROCTER & GAMBLE Co | +8 | 3,470 | $533,165 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BAPR | Innovator U.S. Equity Buffer ETF - April | −1,585,239 | 2,599,247 | $121,504,523 | |
| AAPR | Innovator Equity Defined Protection ETF - 2 Yr to April 2028 | −202,329 | 2,384,675 | $93,648,304 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | −731 | 248,534 | $30,083,997 | |
| EDV | Vanguard World Funds Extended Duration ETF | −683 | 63,534 | $6,028,195 | |
| VIGI | Vanguard International Dividend Appreciation ETF | −588 | 29,110 | $4,103,054 | |
| SBUX | Starbucks Corp | −500 | 185 | $15,651 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | −270 | 205 | $16,533 | |
| ELV | Elevance Health, Inc. | −85 | 232 | $74,963 | |
| VB | Vanguard Morningstar Small-Cap ETF | −40 | 3,010 | $832,315 | |
| COP | Conocophillips | −27 | 87 | $8,229 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BAPR |
Innovator U.S. Equity Buffer ETF - April
|
Reduced | 2,599,247 | $121,504,523 | 29.25% | |
| AAPR |
Innovator Equity Defined Protection ETF - 2 Yr to April 2028
|
Reduced | 2,384,675 | $93,648,304 | 22.55% | |
| AFGR |
First Trust Active Factor Large Cap Growth ETF
|
Added | 2,648,852 | $87,385,368 | 21.04% | |
| AIOO |
AllianzIM U.S. Equity Buffer100 Protection ETF
|
NEW | 1,875,210 | $57,775,220 | 13.91% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Reduced | 248,534 | $30,083,997 | 7.24% | |
| EDV |
Vanguard World Funds Extended Duration ETF
|
Reduced | 63,534 | $6,028,195 | 1.45% | |
| VIGI |
Vanguard International Dividend Appreciation ETF
|
Reduced | 29,110 | $4,103,054 | 0.99% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Held | 3,340 | $2,035,128 | 0.49% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 2,506 | $1,297,982 | 0.31% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 4,451 | $1,083,159 | 0.26% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Reduced | 3,010 | $832,315 | 0.20% | |
| AAPL |
Apple Inc.
Technology
|
Added | 3,220 | $819,908 | 0.20% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 3,470 | $533,165 | 0.13% | |
| XLBI |
State Street Materials Select Sector SPDR Premium Income ETF
|
Held | 3,614 | $509,321 | 0.12% | |
| WM |
Waste Management Inc
Industrials
|
Held | 2,286 | $504,817 | 0.12% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Held | 1,419 | $386,989 | 0.09% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 2,047 | $381,929 | 0.09% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 918 | $371,964 | 0.09% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 430 | $328,090 | 0.08% | |
| ABI |
VictoryShares Pioneer Asset-Based Income ETF
|
Added | 1,480 | $280,756 | 0.07% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 1,141 | $264,187 | 0.06% | |
| SLV |
iShares Silver Trust
|
Added | 5,460 | $231,340 | 0.06% | |
| ORCL |
Oracle Corp
Technology
|
Held | 800 | $224,992 | 0.05% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 704 | $222,062 | 0.05% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 640 | $211,142 | 0.05% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Held | 4,000 | $206,360 | 0.05% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 597 | $181,422 | 0.04% | |
| GLD |
Spdr Gold Trust
|
Added | 475 | $168,848 | 0.04% | |
| VICI |
Vici Properties Inc.
Real Estate
|
Held | 5,142 | $167,680 | 0.04% | |
| DELL |
Dell Technologies Inc.
Technology
|
Held | 1,165 | $165,162 | 0.04% | |
| HII |
Huntington Ingalls Industries, Inc.
Industrials
|
Held | 535 | $154,031 | 0.04% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 668 | $146,672 | 0.04% | |
| ETN |
Eaton Corp plc
Industrials
|
Held | 345 | $129,116 | 0.03% | |
| UPS |
United Parcel Service Inc
Industrials
|
Held | 1,537 | $128,385 | 0.03% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 986 | $101,617 | 0.02% | |
| BNDW |
Vanguard Total World Bond ETF
|
Held | 872 | $90,537 | 0.02% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
Held | 410 | $88,473 | 0.02% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 130 | $86,603 | 0.02% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 1,270 | $84,226 | 0.02% | |
| V |
Visa Inc.
Financial Services
|
Held | 236 | $80,565 | 0.02% | |
| FBIN |
Fortune Brands Innovations, Inc.
Industrials
|
Held | 1,500 | $80,085 | 0.02% | |
| HON |
Honeywell International Inc
Industrials
|
Held | 380 | $79,989 | 0.02% | |
| CVX |
Chevron Corp
Energy
|
Held | 500 | $77,645 | 0.02% | |
| CMCSA |
Comcast Corp
Communication Services
|
Held | 2,445 | $76,821 | 0.02% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Held | 374 | $75,372 | 0.02% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
Reduced | 232 | $74,963 | 0.02% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 386 | $71,572 | 0.02% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 770 | $64,626 | 0.02% | |
| VEU |
Vanguard FTSE All-World Ex-US ETF
|
Held | 464 | $63,939 | 0.02% | |
| DUK |
Duke Energy CORP
Utilities
|
Held | 514 | $63,607 | 0.02% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.