Stuart Chaussee & Associates, Inc.
CIK 1653253 · Holdings on Mar 31, 2024 · First reported May 9, 2024
Top ten holdings
Q1 2024- PNOV38.94%
- POCT28.11%
- VGT9.72%
- PSEP7.27%
- IGM5.87%
- PJUL1.69%
- BJAN1.36%
- VYM1.14%
- PMAY0.86%
- PJAN0.61%
Share classes counted separately95.57%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- PJANWeight decreased · -1.85 pp2.46% → 0.61%Shares -171.65K (-75.94%)
- VGTWeight increased · +0.61 pp9.11% → 9.72%Shares -41 (-0.06%)
- IGMWeight increased · +0.61 pp5.26% → 5.87%Shares +196.57K (+489.06%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | PNOVINNOVATOR U.S. EQUITY POWERCommon View history and evidence | $135.42M | 38.94% | 3.81M shares | 38.80% → 38.94%+0.14 pp -50.57K (-1.31%) | Reduced | ↗▾ |
| 02 | POCTINNOVATOR U.S. EQUITY POWERCommon View history and evidence | $97.76M | 28.11% | 2.61M shares | 27.65% → 28.11%+0.46 pp -15.56K (-0.59%) | Reduced | ↗▾ |
| 03 | VGTVANGUARD INFO TECH ETFCommon View history and evidence | $33.79M | 9.72% | 64.44K shares | 9.11% → 9.72%+0.61 pp -41 (-0.06%) | Reduced | ↗▾ |
| 04 | PSEPINNOVATOR U.S. EQUITY POWERCommon View history and evidence | $25.28M | 7.27% | 692.59K shares | 7.04% → 7.27%+0.23 pp -1.64K (-0.24%) | Reduced | ↗▾ |
| 05 | IGMISHARES EXPANDED TECH SECTORCommon View history and evidence | $20.40M | 5.87% | 236.77K shares | 5.26% → 5.87%+0.61 pp +196.57K (+489.06%) | Added | ↗▾ |
| 06 | PJULINNOVATOR U.S. EQUITY POWERCommon View history and evidence | $5.89M | 1.69% | 155.13K shares | 1.64% → 1.69%+0.05 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | BJANINNOVATOR U.S. EQUITY BUFFERCommon View history and evidence | $4.75M | 1.36% | 109.00K shares | 1.30% → 1.36%+0.06 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | VYMVANGUARD HIGH DVD YIELD ETFCommon View history and evidence | $3.96M | 1.14% | 32.74K shares | 1.07% → 1.14%+0.07 pp -53 (-0.16%) | Reduced | ↗▾ |
| 09 | PMAYINNOVATOR U.S. EQUITY POWERCommon View history and evidence | $2.98M | 0.86% | 91.83K shares | 0.84% → 0.86%+0.02 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | PJANINNOVATOR U.S. EQUITY POWERCommon View history and evidence | $2.13M | 0.61% | 54.39K shares | 2.46% → 0.61%-1.85 pp -171.65K (-75.94%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| TNA DIR DAI SML CA BUL 3X ET-USD | Non-derivative | -68,650 | -$2.71M | SEC filing ↗ | SEC filing ↗ |
| KJAN INNOVATOR U.S. SMALL CAP POW | Non-derivative | -38,451 | -$1.32M | SEC filing ↗ | SEC filing ↗ |
| 368802401 GENERAL AMERICAN INVEST | Non-derivative | -500 | -$12.49K | SEC filing ↗ | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1653253 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-09
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 347729164
}Research all 157 reported holdings.
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