Stuart Chaussee & Associates, Inc. - Portfolio overview

Stuart Chaussee & Associates, Inc. has 155 reported holdings in this dataset, with the latest filing dated 2025-10-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. BAPR - Innovator Buffer - Apr., 22.82%
2. FHDG - FT Vest Quarterly Dynamic Buff, 19.21%
3. SIXP - AllianzIM US LargeCap 6 Month Buffer10 Mar/Sep ETF, 12.75%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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