Stuart Chaussee & Associates, Inc.
Stuart Chaussee & Associates, Inc. is an SEC-registered investment adviser based in Beverly Hills, California. The firm specializes in discretionary investment management for institutional and high-net-worth individual clients, utilizing a systematic and diversified approach to portfolio construction. Founded by Stuart Chaussee, the firm manages multi-hundred-million dollar portfolios and reports 13F filings for its equity investments. It serves clients seeking active asset management and portfolio optimization strategies.
Investment Strategy
Stuart Chaussee & Associates, Inc. employs active management focused on diversified equity holdings, utilizing systematic strategies for portfolio construction and optimization. The firm regularly rebalances portfolios, dynamically adjusts sector allocations, and seeks to capture risk-adjusted returns through both tactical allocations and a broad set of investment vehicles. Its holdings are concentrated in key ETF and equity positions, representing a disciplined approach aimed at mitigating downside risks while taking advantage of growth and value opportunities in U.S. and global markets.
Top Holdings
Equity Positions (162)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BAPR | Innovator Buffer - Apr. | 22.56% | $103.4M | 2,204,829 | $45.19 | $46.91 | +$3.2M |
S SIXP | AllianzIM US LargeCap 6 Month Buffer10 Mar/Sep ETF | 12.60% | $57.8M | 1,875,210 | $30.81 | $30.81 | +$57.8M |
X XBAP | Innovator Accelerated Buffer - | 11.73% | $53.8M | 1,420,593 | $36.74 | $37.86 | +$1.5M |
V VGT | Vanguard Information Technolog | 10.25% | $47.0M | 62,930 | $262.33 | $746.63 | +$4.8M |
I IGM | iShares Expanded Technology | 6.28% | $28.8M | 228,640 | $40.13 | $125.95 | +$3.0M |