0001095449-23-000063.txt : 20230804
0001095449-23-000063.hdr.sgml : 20230804
20230803192723
ACCESSION NUMBER: 0001095449-23-000063
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230804
DATE AS OF CHANGE: 20230803
EFFECTIVENESS DATE: 20230804
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Stuart Chaussee & Associates, Inc.
CENTRAL INDEX KEY: 0001653253
IRS NUMBER: 454451253
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-17154
FILM NUMBER: 231141769
BUSINESS ADDRESS:
STREET 1: 721 VIA SOMONTE
CITY: PALOS VERDES ESTATES
STATE: CA
ZIP: 90274
BUSINESS PHONE: (310) 373-3732
MAIL ADDRESS:
STREET 1: 468 NORTH CAMDEN DRIVE
CITY: BEVERLY HILLS
STATE: CA
ZIP: 90210
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001653253
XXXXXXXX
06-30-2023
06-30-2023
Stuart Chaussee & Associates, Inc.
468 NORTH CAMDEN DRIVE
BEVERLY HILLS
CA
90210
13F HOLDINGS REPORT
028-17154
000112105
801-110912
N
Stuart D. Chaussee
President
(310) 373-3732
Stuart D. Chaussee
Beverly Hills
CA
07-07-2023
0
131
317741577
false
INFORMATION TABLE
2
table.2023-06.xml
13F INFORMATION TABLE FOR JUNE 30, 2023
Abbott Laboratories
Common
002824100
10902
100
SH
SOLE
0
0
100
AbbVie
Common
00287y109
109535
813
SH
SOLE
0
0
813
Accenture
Common
G1151C101
63919
207
SH
SOLE
0
0
207
Adobe Systems
Common
00724f101
26894
55
SH
SOLE
0
0
55
Air Products & Chemicals
Common
009158106
9884
33
SH
SOLE
0
0
33
Alphabet
Common
02079k107
220165
1820
SH
SOLE
0
0
1820
Alphabet
Common
02079k305
234612
1960
SH
SOLE
0
0
1960
Amazon.com
Common
023135106
18250
140
SH
SOLE
0
0
140
American Electric Power
Common
025537101
7073
84
SH
SOLE
0
0
84
American Express
Common
025816109
17420
100
SH
SOLE
0
0
100
American Intl. Group
Common
026874784
12083
210
SH
SOLE
0
0
210
American Tower
Common
03027x100
582
3
SH
SOLE
0
0
3
Amgen
Common
031162100
3552
16
SH
SOLE
0
0
16
ANSYS Inc.
Common
03662Q105
5615
17
SH
SOLE
0
0
17
Apple
Common
037833100
256040
1320
SH
SOLE
0
0
1320
Arthur J. Gallagher
Common
363576109
35570
162
SH
SOLE
0
0
162
Aspen Technology
Common
045327103
3017
18
SH
SOLE
0
0
18
AstraZeneca
Common
046353108
11809
165
SH
SOLE
0
0
165
Auto Data Processing
Common
053015103
6154
28
SH
SOLE
0
0
28
Bank of America
Common
060505104
141634
4937
SH
SOLE
0
0
4937
Berkshire Hathaway CL B
Common
084670702
29667
87
SH
SOLE
0
0
87
BlackRock
Common
09247x101
39395
57
SH
SOLE
0
0
57
Boeing
Common
097023105
56802
269
SH
SOLE
0
0
269
Brighthouse Financial
Common
10922N103
331
7
SH
SOLE
0
0
7
CDW Corp.
Common
12514G102
11010
60
SH
SOLE
0
0
60
Chevron
Common
166764100
157350
1000
SH
SOLE
0
0
1000
Chord Energy
Common
170404305
11074
72
SH
SOLE
0
0
72
Cintas
Common
172908105
12427
25
SH
SOLE
0
0
25
Cisco Systems
Common
17275R102
25870
500
SH
SOLE
0
0
500
CME Group
Common
12572q105
5188
28
SH
SOLE
0
0
28
Coca-Cola
Common
191216100
128750
2138
SH
SOLE
0
0
2138
Comcast
Common
20030n101
108030
2600
SH
SOLE
0
0
2600
ConocoPhillips
Common
20825C104
11812
114
SH
SOLE
0
0
114
Consolidated Edison
Common
209115104
51980
575
SH
SOLE
0
0
575
Cooper Companies
Common
216648402
8052
21
SH
SOLE
0
0
21
Copart
Common
217204106
7297
80
SH
SOLE
0
0
80
Crown Castle
Common
22822V101
570
5
SH
SOLE
0
0
5
Disney
Common
254687106
8928
100
SH
SOLE
0
0
100
Dover
Common
260003108
8121
55
SH
SOLE
0
0
55
Duke Energy
Common
26441C204
52318
583
SH
SOLE
0
0
583
Eaton
Common
G29183103
58721
292
SH
SOLE
0
0
292
Elevance Health
Common
036752103
103075
232
SH
SOLE
0
0
232
Eli Lilly
Common
532457108
201661
430
SH
SOLE
0
0
430
Exxon Mobil
Common
30231g102
34320
320
SH
SOLE
0
0
320
First Trust Moderate Buffer -
Common
33740F458
385268
12400
SH
SOLE
0
0
12400
Fortune Brands Innovations
Common
34964C106
107925
1500
SH
SOLE
0
0
1500
Gartner
Common
366651107
25222
72
SH
SOLE
0
0
72
General Motors
Common
37045V100
6709
174
SH
SOLE
0
0
174
Grainger WW
Common
384802104
5520
7
SH
SOLE
0
0
7
Hartford Financial Services
Common
416515104
24487
340
SH
SOLE
0
0
340
Home Depot
Common
437076102
344189
1108
SH
SOLE
0
0
1108
Honeywell International
Common
438516106
45858
221
SH
SOLE
0
0
221
Innovator Buffer - Jan.
Common
45782C409
4111480
109000
SH
SOLE
0
0
109000
Innovator Power Buffer - Jan.
Common
45782C508
1544664
43995
SH
SOLE
0
0
43995
Innovator Power Buffer - Mar.
Common
45782c383
1153988
34172
SH
SOLE
0
0
34172
Innovator Power Buffer - May
Common
45782C318
116415
3900
SH
SOLE
0
0
3900
Innovator Power Buffer - Nov.
Common
45782C573
98033776
2890999
SH
SOLE
0
0
2890999
Innovator Power Buffer - Sept.
Common
45782C656
23179549
708638
SH
SOLE
0
0
708638
Insight Enterprises
Common
45765U103
10097
69
SH
SOLE
0
0
69
Invesco QQQ Trust
Common
73935A104
430234
1165
SH
SOLE
0
0
1165
Invesco S&P 500 Equal Weight
Common
46137V357
5387
36
SH
SOLE
0
0
36
iShares 0-3 Month T-Bond
Common
46436E718
124573902
1237940
SH
SOLE
0
0
1237940
iShares Core Dividend Growth
Common
46434V621
69514
1349
SH
SOLE
0
0
1349
iShares Edge Min. Vol. USA
Common
46429B697
70316
946
SH
SOLE
0
0
946
iShares Expanded Technology
Common
464287549
16239281
41335
SH
SOLE
0
0
41335
iShares Russell 1000 Growth
Common
464287614
233903
850
SH
SOLE
0
0
850
Jack Henry
Common
426281101
5689
34
SH
SOLE
0
0
34
Johnson & Johnson
Common
478160104
63891
386
SH
SOLE
0
0
386
Lam Research
Common
512807108
11571
18
SH
SOLE
0
0
18
Lennar
Common
526057104
50124
400
SH
SOLE
0
0
400
Lockheed Martin
Common
539830109
7826
17
SH
SOLE
0
0
17
Marathon Petroleum
Common
56585A102
20988
180
SH
SOLE
0
0
180
Marsh & McLennan
Common
571748102
18244
97
SH
SOLE
0
0
97
MasterBrand
Common
57638P104
17445
1500
SH
SOLE
0
0
1500
Mastercard
Common
57636q104
20845
53
SH
SOLE
0
0
53
McDonald's
Common
580135101
231865
777
SH
SOLE
0
0
777
Merck
Common
58933y105
65772
570
SH
SOLE
0
0
570
MetLife
Common
59156R108
4749
84
SH
SOLE
0
0
84
Microsoft
Common
594918104
894370
2626
SH
SOLE
0
0
2626
Mondelez
Common
609207105
52152
715
SH
SOLE
0
0
715
Motorola Solutions
Common
620076307
6159
21
SH
SOLE
0
0
21
MSCI Inc.
Common
55354G100
7039
15
SH
SOLE
0
0
15
NextEra Energy
Common
65339F101
9646
130
SH
SOLE
0
0
130
Nike
Common
654106103
7284
66
SH
SOLE
0
0
66
Nordson
Common
655663102
10672
43
SH
SOLE
0
0
43
NXP Semiconductors
Common
N6596X019
4503
22
SH
SOLE
0
0
22
Oracle
Common
68389x105
95272
800
SH
SOLE
0
0
800
Organon
Common
68622V106
624
30
SH
SOLE
0
0
30
Palo Alto Networks
Common
697435105
13031
51
SH
SOLE
0
0
51
Paychex
Common
704326107
24611
220
SH
SOLE
0
0
220
Pfizer
Common
717081103
11004
300
SH
SOLE
0
0
300
Pioneer Natural Resources
Common
723787107
7873
38
SH
SOLE
0
0
38
Pool Corp.
Common
73278L105
8242
22
SH
SOLE
0
0
22
Procter & Gamble
Common
742718109
621287
4094
SH
SOLE
0
0
4094
ProShares Short QQQ 3x
Common
74347G432
6675230
353000
SH
SOLE
0
0
353000
Prudential Financial
Common
744320102
3705
42
SH
SOLE
0
0
42
Public Storage
Common
74460D109
584
2
SH
SOLE
0
0
2
Qualcomm
Common
747525103
39997
336
SH
SOLE
0
0
336
Raytheon Technologies
Common
75513E101
25372
259
SH
SOLE
0
0
259
S&P Global
Common
78409V104
4009
10
SH
SOLE
0
0
10
ServiceNow
Common
81762P102
8992
16
SH
SOLE
0
0
16
SiteOne Landscape Supply
Common
829826103
5858
35
SH
SOLE
0
0
35
Southern
Common
842587107
41307
588
SH
SOLE
0
0
588
SPDR S&P 1500
Common
78464A805
24171
444
SH
SOLE
0
0
444
SPDR S&P 500
Common
78462f103
22164
50
SH
SOLE
0
0
50
Starbucks
Common
855244109
265976
2685
SH
SOLE
0
0
2685
Sysco
Common
871829107
28567
385
SH
SOLE
0
0
385
Technology Sector SPDR
Common
81369Y803
612683
3524
SH
SOLE
0
0
3524
Teradyne
Common
880770102
3340
30
SH
SOLE
0
0
30
Texas Instruments
Common
882508104
20162
112
SH
SOLE
0
0
112
The Williams Companies
Common
969457100
6232
191
SH
SOLE
0
0
191
TotalEnergies
Common
F92124100
4784
83
SH
SOLE
0
0
83
Trane Technologies
Common
00BK9ZQ96
76504
400
SH
SOLE
0
0
400
Ulta Beauty
Common
90384S303
6588
14
SH
SOLE
0
0
14
United Healthcare
Common
91324p102
29319
61
SH
SOLE
0
0
61
UPS
Common
911312106
445795
2487
SH
SOLE
0
0
2487
Vanguard Dividend Appreciation
Common
921908844
66596
410
SH
SOLE
0
0
410
Vanguard High Dividend Yield
Common
921946406
3526434
33246
SH
SOLE
0
0
33246
Vanguard Information Technolog
Common
92204A702
29579178
66897
SH
SOLE
0
0
66897
Vanguard S&P 500
Common
922908363
114446
281
SH
SOLE
0
0
281
Vanguard Total Stock Mkt.
Common
922908769
66084
300
SH
SOLE
0
0
300
Vanguard Value
Common
922908744
18473
130
SH
SOLE
0
0
130
Verizon
Common
92343v104
23802
640
SH
SOLE
0
0
640
VICI Properties
Common
925652109
161613
5142
SH
SOLE
0
0
5142
Visa
Common
92826c839
33722
142
SH
SOLE
0
0
142
W.R. Berkley
Common
084423102
8636
145
SH
SOLE
0
0
145
Waste Management
Common
94106l109
396438
2286
SH
SOLE
0
0
2286
Weyerhaeuser
Common
962166104
17861
533
SH
SOLE
0
0
533
WisdomTree US Dividend Growth
Common
97717X669
17865
268
SH
SOLE
0
0
268
Xcel Energy
Common
98389B100
12558
202
SH
SOLE
0
0
202
Zoetis
Common
98978V103
8611
50
SH
SOLE
0
0
50