Stuart-Chaussee--Associates

AI_NATIVE detailed information: This accession holds the following tickers:[
  "POOL",
  null,
  "ACN",
  "ABT",
  "MBC",
  "ABBV",
  "ADBE",
  "APD",
  "VONG",
  null,
  "GOOGL",
  null,
  "AXP",
  "AIG",
  "AVGO",
  "LOW",
  "WRB",
  null,
  null,
  "CCI",
  "DUK",
  null,
  null,
  null,
  "HON",
  "HD",
  null,
  "AZN",
  "MCD",
  "FBIN",
  "QCOM",
  "LEN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ICE",
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MPC",
  "MMC",
  "MA",
  null,
  "MSFT",
  "MDLZ",
  "HIG",
  "ANSS",
  "IJR",
  "IWD",
  "ORCL",
  "NOC",
  "PAYX",
  "VHT",
  "IWF",
  "PANW",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MGA",
  "AMGN",
  "ORA",
  "SPGI",
  null,
  null,
  null,
  "NOW",
  "SHOP",
  "AMT",
  "IBM",
  "SBUX",
  "TXN",
  "TJX",
  null,
  null,
  null,
  null,
  "UPS",
  "VO",
  "MET",
  "VOE",
  null,
  null,
  "VIG",
  null,
  "ULTA",
  "WY",
  "IT",
  "VYM",
  "MGC",
  null,
  "BX",
  "AJG",
  "WM",
  "GSLC",
  null,
  "AMZN",
  "MSI",
  "HII",
  null,
  "VGT",
  "VUG",
  "VBK",
  "VT",
  "VOO",
  "VTV",
  "V",
  "VICI",
  "WMT",
  "WMB",
  null,
  "XEL",
  null,
  "MSCI",
  "JKHY",
  "NDSN",
  "TER",
  "SO",
  "ON",
  "RDDT",
  "SYY",
  "DGRO",
  "GWW",
  "ADP",
  "BAC",
  "BRK-B",
  "BLK",
  "BA",
  "BHF",
  "BR",
  "CAVA",
  "CVX",
  "CSCO",
  "CME",
  "KO",
  "CMCSA",
  "COP",
  "CPRT",
  "ED",
  "RSP",
  "IJJ",
  "ADI",
  "TTEK",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "IWM",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "NFLX",
  "XLK",
  "ITOT",
  "VTI",
  null,
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-16
Total Holdings: 186
Total Value: 401416884
Accession Number: 0001095449-25-000046
Form Type: 13F-HR
CIK: stuart-chaussee--associates
Manager Name: Stuart-Chaussee--Associates

Data Enrichment

75% identified

139 identified47 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

186 positions • $401.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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PROCTER & GAMBLE Co

PG|742718109

Shares:3.5K

Value:$588.8K

% of Portfolio:0.1% ($588.8K/$401.4M)

74347X831

Shares:10.0K

Value:$573.0K

% of Portfolio:0.1% ($573.0K/$401.4M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:2.3K

Value:$529.2K

% of Portfolio:0.1% ($529.2K/$401.4M)

73935A104

Shares:1.1K

Value:$500.3K

% of Portfolio:0.1% ($500.3K/$401.4M)

45782C680

Shares:12.5K

Value:$470.6K

% of Portfolio:0.1% ($470.6K/$401.4M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:1.4K

Value:$418.6K

% of Portfolio:0.1% ($418.6K/$401.4M)

464287614

IWF|464287614

Shares:1.1K

Value:$407.7K

% of Portfolio:0.1% ($407.7K/$401.4M)

46438G471

Shares:15.0K

Value:$374.3K

% of Portfolio:0.1% ($374.3K/$401.4M)

HOME DEPOT, INC.

HD|437076102

Shares:979

Value:$358.8K

% of Portfolio:0.1% ($358.8K/$401.4M)

ELI LILLY & Co

LLY|532457108

Shares:430

Value:$355.1K

% of Portfolio:0.1% ($355.1K/$401.4M)

922908744

VTV|922908744

Shares:1.9K

Value:$336.1K

% of Portfolio:0.1% ($336.1K/$401.4M)

Alphabet Inc.

GOOG|02079K107

Shares:2.1K

Value:$322.0K

% of Portfolio:0.1% ($322.0K/$401.4M)

33740F458

Shares:8.4K

Value:$315.5K

% of Portfolio:0.1% ($315.5K/$401.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:2.0K

Value:$303.1K

% of Portfolio:0.1% ($303.1K/$401.4M)

922908363

VOO|922908363

Shares:505

Value:$259.6K

% of Portfolio:0.1% ($259.6K/$401.4M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.1K

Value:$239.1K

% of Portfolio:0.1% ($239.1K/$401.4M)

NVIDIA CORP

NVDA|67066G104

Shares:2.0K

Value:$221.9K

% of Portfolio:0.1% ($221.9K/$401.4M)

MCDONALDS CORP

MCD|580135101

Shares:597

Value:$186.5K

% of Portfolio:0.0% ($186.5K/$401.4M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:1.5K

Value:$169.1K

% of Portfolio:0.0% ($169.1K/$401.4M)

VICI PROPERTIES INC.

VICI|925652109

Shares:5.1K

Value:$167.7K

% of Portfolio:0.0% ($167.7K/$401.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PROCTER & GAMBLE Co(PGcusip742718109)	3.5K	QoQ +0.20% (+7) YoY -19.06% (-814)	All Managers (Combined)	$588.8K	0.1% ($588.8K/$401.4M)	QoQ +1.84% (+$10.7K) YoY -14.98% (-$103.8K)
(cusip74347X831)✕	10.0K	QoQ -46.26% (-8.6K) YoY NEW(+10.0K)	All Managers (Combined)	$573.0K	0.1% ($573.0K/$401.4M)	QoQ -61.08% (-$899.6K) YoY NEW(+$573.0K)
WASTE MANAGEMENT INC(WMcusip94106L109)	2.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$529.2K	0.1% ($529.2K/$401.4M)	QoQ +14.72% (+$67.9K) YoY +8.61% (+$42.0K)
(cusip73935A104)✕	1.1K	QoQ 0.00% (-0) YoY -9.11% (-107)	All Managers (Combined)	$500.3K	0.1% ($500.3K/$401.4M)	QoQ -8.27% (-$45.1K) YoY -4.02% (-$21.0K)
(cusip45782C680)✕	12.5K	QoQ 0.00% (-0) YoY -29.61% (-5.2K)	All Managers (Combined)	$470.6K	0.1% ($470.6K/$401.4M)	QoQ -1.87% (-$9.0K) YoY -24.83% (-$155.5K)
Air Products & Chemicals, Inc.(APDcusip009158106)	1.4K	QoQ 0.00% (+0) YoY +1102.54% (+1.3K)	All Managers (Combined)	$418.6K	0.1% ($418.6K/$401.4M)	QoQ +1.68% (+$6.9K) YoY +1364.15% (+$390.0K)
(IWFcusip464287614)	1.1K	QoQ 0.00% (-0) YoY +32.82% (+279)	All Managers (Combined)	$407.7K	0.1% ($407.7K/$401.4M)	QoQ -10.08% (-$45.7K) YoY +42.29% (+$121.2K)
(cusip46438G471)✕	15.0K	QoQ NEW(+15.0K) YoY NEW(+15.0K)	All Managers (Combined)	$374.3K	0.1% ($374.3K/$401.4M)	QoQ NEW(+$374.3K) YoY NEW(+$374.3K)
HOME DEPOT, INC.(HDcusip437076102)	979	QoQ +6.64% (+61) YoY -18.95% (-229)	All Managers (Combined)	$358.8K	0.1% ($358.8K/$401.4M)	QoQ +0.47% (+$1.7K) YoY -22.57% (-$104.6K)
ELI LILLY & Co(LLYcusip532457108)	430	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$355.1K	0.1% ($355.1K/$401.4M)	QoQ +6.98% (+$23.2K) YoY +6.16% (+$20.6K)
(VTVcusip922908744)	1.9K	QoQ 0.00% (+0) YoY +27.52% (+420)	All Managers (Combined)	$336.1K	0.1% ($336.1K/$401.4M)	QoQ +2.03% (+$6.7K) YoY +35.26% (+$87.6K)
Alphabet Inc.(GOOGcusip02079K107)	2.1K	QoQ -9.48% (-216) YoY +12.31% (+226)	All Managers (Combined)	$322.0K	0.1% ($322.0K/$401.4M)	QoQ -25.74% (-$111.6K) YoY +15.24% (+$42.6K)
(cusip33740F458)✕	8.4K	QoQ 0.00% (+0) YoY -32.25% (-4.0K)	All Managers (Combined)	$315.5K	0.1% ($315.5K/$401.4M)	QoQ +0.20% (+$633) YoY -24.45% (-$102.1K)
Alphabet Inc.(GOOGLcusip02079K305)	2.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$303.1K	0.1% ($303.1K/$401.4M)	QoQ -18.30% (-$67.9K) YoY +2.45% (+$7.3K)
(VOOcusip922908363)	505	QoQ -6.65% (-36) YoY +79.71% (+224)	All Managers (Combined)	$259.6K	0.1% ($259.6K/$401.4M)	QoQ -10.96% (-$32.0K) YoY +92.18% (+$124.5K)
AbbVie Inc.(ABBVcusip00287Y109)	1.1K	QoQ +17.99% (+174) YoY +17.99% (+174)	All Managers (Combined)	$239.1K	0.1% ($239.1K/$401.4M)	QoQ +39.12% (+$67.2K) YoY +35.76% (+$63.0K)
NVIDIA CORP(NVDAcusip67066G104)	2.0K	QoQ +48.87% (+672) YoY +10673.68% (+2.0K)	All Managers (Combined)	$221.9K	0.1% ($221.9K/$401.4M)	QoQ +20.14% (+$37.2K) YoY +1190.75% (+$204.7K)
MCDONALDS CORP(MCDcusip580135101)	597	QoQ 0.00% (+0) YoY -23.16% (-180)	All Managers (Combined)	$186.5K	0.0% ($186.5K/$401.4M)	QoQ +7.75% (+$13.4K) YoY -14.87% (-$32.6K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	1.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$169.1K	0.0% ($169.1K/$401.4M)	QoQ -12.77% (-$24.8K) YoY -25.99% (-$59.4K)
VICI PROPERTIES INC.(VICIcusip925652109)	5.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$167.7K	0.0% ($167.7K/$401.4M)	QoQ +11.67% (+$17.5K) YoY +9.49% (+$14.6K)