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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BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:4.0K

Value:$166.9K

% of Portfolio:0.0% ($166.9K/$401.4M)

464287200

IVV|464287200

Shares:282

Value:$158.5K

% of Portfolio:0.0% ($158.5K/$401.4M)

922908769

VTI|922908769

Shares:556

Value:$152.9K

% of Portfolio:0.0% ($152.9K/$401.4M)

Elevance Health, Inc.

ELV|036752103

Shares:317

Value:$137.9K

% of Portfolio:0.0% ($137.9K/$401.4M)

00BK9ZQ96

Shares:400

Value:$134.8K

% of Portfolio:0.0% ($134.8K/$401.4M)

92204A504

VHT|92204A504

Shares:489

Value:$129.5K

% of Portfolio:0.0% ($129.5K/$401.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:504

Value:$123.5K

% of Portfolio:0.0% ($123.5K/$401.4M)

ORACLE CORP

ORCL|68389X105

Shares:800

Value:$111.8K

% of Portfolio:0.0% ($111.8K/$401.4M)

HUNTINGTON INGALLS INDUSTRIES, INC.

HII|446413106

Shares:535

Value:$109.2K

% of Portfolio:0.0% ($109.2K/$401.4M)

46436E718

Shares:1.0K

Value:$100.7K

% of Portfolio:0.0% ($100.7K/$401.4M)

464287622

IWB|464287622

Shares:320

Value:$98.2K

% of Portfolio:0.0% ($98.2K/$401.4M)

46432F339

QUAL|46432F339

Shares:568

Value:$97.0K

% of Portfolio:0.0% ($97.0K/$401.4M)

Eaton Corp plc

ETN|G29183103

Shares:345

Value:$93.8K

% of Portfolio:0.0% ($93.8K/$401.4M)

46434G780

Shares:3.9K

Value:$91.5K

% of Portfolio:0.0% ($91.5K/$401.4M)

Fortune Brands Innovations, Inc.

FBIN|34964C106

Shares:1.5K

Value:$91.3K

% of Portfolio:0.0% ($91.3K/$401.4M)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:374

Value:$91.3K

% of Portfolio:0.0% ($91.3K/$401.4M)

COCA COLA CO

KO|191216100

Shares:1.3K

Value:$91.0K

% of Portfolio:0.0% ($91.0K/$401.4M)

COMCAST CORP

CMCSA|20030N101

Shares:2.4K

Value:$90.2K

% of Portfolio:0.0% ($90.2K/$401.4M)

26923N108

Shares:2.0K

Value:$85.6K

% of Portfolio:0.0% ($85.6K/$401.4M)

CHEVRON CORP

CVX|166764100

Shares:500

Value:$83.6K

% of Portfolio:0.0% ($83.6K/$401.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BANK OF AMERICA CORP /DE/(BACcusip060505104)	4.0K	QoQ -18.97% (-937) YoY -18.97% (-937)	All Managers (Combined)	$166.9K	0.0% ($166.9K/$401.4M)	QoQ -23.06% (-$50.0K) YoY -10.83% (-$20.3K)
(IVVcusip464287200)	282	QoQ 0.00% (-0) YoY +475.51% (+233)	All Managers (Combined)	$158.5K	0.0% ($158.5K/$401.4M)	QoQ -4.55% (-$7.6K) YoY +515.37% (+$132.8K)
(VTIcusip922908769)	556	QoQ 0.00% (-0) YoY +15.59% (+75)	All Managers (Combined)	$152.9K	0.0% ($152.9K/$401.4M)	QoQ -5.16% (-$8.3K) YoY +22.23% (+$27.8K)
Elevance Health, Inc.(ELVcusip036752103)	317	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$137.9K	0.0% ($137.9K/$401.4M)	QoQ +17.90% (+$20.9K) YoY -16.11% (-$26.5K)
(cusip00BK9ZQ96)✕	400	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$134.8K	0.0% ($134.8K/$401.4M)	QoQ -8.78% (-$13.0K) YoY +12.23% (+$14.7K)
(VHTcusip92204A504)	489	QoQ 0.00% (+0) YoY NEW(+489)	All Managers (Combined)	$129.5K	0.0% ($129.5K/$401.4M)	QoQ +4.35% (+$5.4K) YoY NEW(+$129.5K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	504	QoQ -23.52% (-155) YoY +114.46% (+269)	All Managers (Combined)	$123.5K	0.0% ($123.5K/$401.4M)	QoQ -21.74% (-$34.3K) YoY +162.47% (+$76.5K)
ORACLE CORP(ORCLcusip68389X105)	800	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$111.8K	0.0% ($111.8K/$401.4M)	QoQ -16.10% (-$21.5K) YoY +11.30% (+$11.4K)
HUNTINGTON INGALLS INDUSTRIES, INC.(HIIcusip446413106)	535	QoQ NEW(+535) YoY NEW(+535)	All Managers (Combined)	$109.2K	0.0% ($109.2K/$401.4M)	QoQ NEW(+$109.2K) YoY NEW(+$109.2K)
(cusip46436E718)✕	1.0K	QoQ -23.07% (-300) YoY -60.99% (-1.6K)	All Managers (Combined)	$100.7K	0.0% ($100.7K/$401.4M)	QoQ -22.80% (-$29.7K) YoY -61.01% (-$157.6K)
(IWBcusip464287622)	320	QoQ 0.00% (-0) YoY NEW(+320)	All Managers (Combined)	$98.2K	0.0% ($98.2K/$401.4M)	QoQ -4.78% (-$4.9K) YoY NEW(+$98.2K)
(QUALcusip46432F339)	568	QoQ 0.00% (-0) YoY +456.86% (+466)	All Managers (Combined)	$97.0K	0.0% ($97.0K/$401.4M)	QoQ -4.03% (-$4.1K) YoY +479.83% (+$80.3K)
Eaton Corp plc(ETNcusipG29183103)	345	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$93.8K	0.0% ($93.8K/$401.4M)	QoQ -18.09% (-$20.7K) YoY -13.06% (-$14.1K)
(cusip46434G780)✕	3.9K	QoQ 0.00% (+0) YoY NEW(+3.9K)	All Managers (Combined)	$91.5K	0.0% ($91.5K/$401.4M)	QoQ +8.74% (+$7.4K) YoY NEW(+$91.5K)
Fortune Brands Innovations, Inc.(FBINcusip34964C106)	1.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$91.3K	0.0% ($91.3K/$401.4M)	QoQ -10.90% (-$11.2K) YoY -28.09% (-$35.7K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	374	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$91.3K	0.0% ($91.3K/$401.4M)	QoQ +14.88% (+$11.8K) YoY +18.47% (+$14.2K)
COCA COLA CO(KOcusip191216100)	1.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$91.0K	0.0% ($91.0K/$401.4M)	QoQ +15.03% (+$11.9K) YoY +17.06% (+$13.3K)
COMCAST CORP(CMCSAcusip20030N101)	2.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$90.2K	0.0% ($90.2K/$401.4M)	QoQ -1.67% (-$1.5K) YoY -14.87% (-$15.8K)
(cusip26923N108)✕	2.0K	QoQ 0.00% (-0) YoY NEW(+2.0K)	All Managers (Combined)	$85.6K	0.0% ($85.6K/$401.4M)	QoQ -2.05% (-$1.8K) YoY NEW(+$85.6K)
CHEVRON CORP(CVXcusip166764100)	500	QoQ 0.00% (+0) YoY -50.00% (-500)	All Managers (Combined)	$83.6K	0.0% ($83.6K/$401.4M)	QoQ +15.49% (+$11.2K) YoY -46.97% (-$74.1K)