0001095449-24-000004.txt : 20240202
0001095449-24-000004.hdr.sgml : 20240202
20240202155427
ACCESSION NUMBER: 0001095449-24-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240202
DATE AS OF CHANGE: 20240202
EFFECTIVENESS DATE: 20240202
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Stuart Chaussee & Associates, Inc.
CENTRAL INDEX KEY: 0001653253
ORGANIZATION NAME:
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: 24591117
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
12-31-2023
12-31-2023
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
01-14-2024
0
148
342617198
false
INFORMATION TABLE
2
table.2023-12.xml
13F INFORMATION SHEET FOR DECEMBER 31, 2023
Abbott Laboratories
Common
002824100
36984
336
SH
SOLE
0
0
336
AbbVie
Common
00287y109
149856
967
SH
SOLE
0
0
967
Accenture
Common
G1151C101
132341
377
SH
SOLE
0
0
377
Adobe Systems
Common
00724f101
32813
55
SH
SOLE
0
0
55
Air Products & Chemicals
Common
009158106
32308
118
SH
SOLE
0
0
118
Alphabet
Common
02079k107
256493
1820
SH
SOLE
0
0
1820
Alphabet
Common
02079k305
273792
1960
SH
SOLE
0
0
1960
Amazon.com
Common
023135106
21272
140
SH
SOLE
0
0
140
American Express
Common
025816109
18734
100
SH
SOLE
0
0
100
American Intl. Group
Common
026874784
14228
210
SH
SOLE
0
0
210
American Tower
Common
03027x100
648
3
SH
SOLE
0
0
3
Amgen
Common
031162100
4608
16
SH
SOLE
0
0
16
Analog Devices
Common
032654105
31770
160
SH
SOLE
0
0
160
ANSYS Inc.
Common
03662Q105
6169
17
SH
SOLE
0
0
17
Apple
Common
037833100
496727
2580
SH
SOLE
0
0
2580
Arthur J. Gallagher
Common
363576109
36431
162
SH
SOLE
0
0
162
Aspen Technology
Common
045327103
3963
18
SH
SOLE
0
0
18
AstraZeneca
Common
046353108
11113
165
SH
SOLE
0
0
165
Auto Data Processing
Common
053015103
6523
28
SH
SOLE
0
0
28
Bank of America
Common
060505104
166219
4937
SH
SOLE
0
0
4937
Berkshire Hathaway CL B
Common
084670702
31029
87
SH
SOLE
0
0
87
BlackRock
Common
09247x101
46273
57
SH
SOLE
0
0
57
Boeing
Common
097023105
70118
269
SH
SOLE
0
0
269
Brighthouse Financial
Common
10922N103
370
7
SH
SOLE
0
0
7
Broadcom
Common
11135F101
24558
22
SH
SOLE
0
0
22
Broadridge Financial
Common
11133T103
33537
163
SH
SOLE
0
0
163
CDW Corp.
Common
12514G102
13639
60
SH
SOLE
0
0
60
Chevron
Common
166764100
149160
1000
SH
SOLE
0
0
1000
Chord Energy
Common
170404305
11969
72
SH
SOLE
0
0
72
Cisco Systems
Common
17275R102
25260
500
SH
SOLE
0
0
500
CME Group
Common
12572q105
5897
28
SH
SOLE
0
0
28
Coca-Cola
Common
191216100
118155
2005
SH
SOLE
0
0
2005
Comcast
Common
20030n101
107213
2445
SH
SOLE
0
0
2445
ConocoPhillips
Common
20825C104
13232
114
SH
SOLE
0
0
114
Consolidated Edison
Common
209115104
52308
575
SH
SOLE
0
0
575
Cooper Companies
Common
216648402
7190
19
SH
SOLE
0
0
19
Copart
Common
217204106
7840
160
SH
SOLE
0
0
160
Crown Castle
Common
22822V101
576
5
SH
SOLE
0
0
5
Direxion Small-Cap Bull 3x
Common
25459W847
2708243
68650
SH
SOLE
0
0
68650
Disney
Common
254687106
9029
100
SH
SOLE
0
0
100
Duke Energy
Common
26441C204
49879
514
SH
SOLE
0
0
514
Eaton
Common
G29183103
83083
345
SH
SOLE
0
0
345
Elevance Health
Common
036752103
149485
317
SH
SOLE
0
0
317
Eli Lilly
Common
532457108
250656
430
SH
SOLE
0
0
430
Exxon Mobil
Common
30231g102
31994
320
SH
SOLE
0
0
320
Fidelity Nasdaq Index
Common
315912808
28909
488
SH
SOLE
0
0
488
First Trust Moderate Buffer -
Common
33740F458
405912
12400
SH
SOLE
0
0
12400
Fortune Brands Innovations
Common
34964C106
114210
1500
SH
SOLE
0
0
1500
Gartner
Common
366651107
32480
72
SH
SOLE
0
0
72
General American 5.95Percent
Common
368802401
12490
500
SH
SOLE
0
0
500
Goldman Sachs ActiveBeta US
Common
381430503
17073
182
SH
SOLE
0
0
182
Grainger WW
Common
384802104
5801
7
SH
SOLE
0
0
7
Hartford Financial Services
Common
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27329
340
SH
SOLE
0
0
340
Home Depot
Common
437076102
418632
1208
SH
SOLE
0
0
1208
Honeywell International
Common
438516106
79690
380
SH
SOLE
0
0
380
Innovator Buffer - Jan.
Common
45782C409
4453348
109000
SH
SOLE
0
0
109000
Innovator Power Buffer - Augus
Common
45782C680
631861
18935
SH
SOLE
0
0
18935
Innovator Power Buffer - Jan.
Common
45782C474
1319254
38451
SH
SOLE
0
0
38451
Innovator Power Buffer - Jan.
Common
45782C508
8417730
226040
SH
SOLE
0
0
226040
Innovator Power Buffer - July
Common
45782C813
5614119
155129
SH
SOLE
0
0
155129
Innovator Power Buffer - Mar.
Common
45782c383
1217207
34172
SH
SOLE
0
0
34172
Innovator Power Buffer - May
Common
45782C318
2890303
91830
SH
SOLE
0
0
91830
Innovator Power Buffer - Nov.
Common
45782C573
132929032
3859728
SH
SOLE
0
0
3859728
Innovator Power Buffer - Oct.
Common
45782C797
94746047
2623091
SH
SOLE
0
0
2623091
Innovator Power Buffer - Sept.
Common
45782C656
24133066
694229
SH
SOLE
0
0
694229
Insight Enterprises
Common
45765U103
12226
69
SH
SOLE
0
0
69
Intercontinental Exchange
Common
45866F104
27998
218
SH
SOLE
0
0
218
Invesco QQQ Trust
Common
73935A104
480365
1173
SH
SOLE
0
0
1173
Invesco S&P 500 Equal Weight
Common
46137V357
5681
36
SH
SOLE
0
0
36
iShares 0-3 Month T-Bond
Common
46436E718
257092
2564
SH
SOLE
0
0
2564
iShares Core Dividend Growth
Common
46434V621
72603
1349
SH
SOLE
0
0
1349
iShares Core S&P 500
Common
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23404
49
SH
SOLE
0
0
49
iShares Core S&P Total Market
Common
464287150
15679
149
SH
SOLE
0
0
149
iShares Edge Min. Vol. USA
Common
46429B697
73816
946
SH
SOLE
0
0
946
iShares Expanded Technology
Common
464287549
18014147
40194
SH
SOLE
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40194
iShares Russell 1000 Growth
Common
464287614
257695
850
SH
SOLE
0
0
850
iShares Russell 2000
Common
464287655
12043
60
SH
SOLE
0
0
60
Jack Henry
Common
426281101
5556
34
SH
SOLE
0
0
34
Johnson & Johnson
Common
478160104
60502
386
SH
SOLE
0
0
386
JPMorgan Chase
Common
46625h100
39974
235
SH
SOLE
0
0
235
Lam Research
Common
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14099
18
SH
SOLE
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0
18
Lennar
Common
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400
SH
SOLE
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400
Linde
Common
G5494J103
16839
41
SH
SOLE
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0
41
Lockheed Martin
Common
539830109
7705
17
SH
SOLE
0
0
17
Lowe's
Common
548661107
10460
47
SH
SOLE
0
0
47
Marathon Petroleum
Common
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26705
180
SH
SOLE
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0
180
Marsh & McLennan
Common
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374
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374
MasterBrand
Common
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1500
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Mastercard
Common
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53
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53
McDonald's
Common
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777
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SOLE
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777
Merck
Common
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770
SH
SOLE
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770
MetLife
Common
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5555
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SOLE
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84
Microsoft
Common
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2074
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SOLE
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0
2074
Mondelez
Common
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715
SH
SOLE
0
0
715
Motorola Solutions
Common
620076307
6575
21
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SOLE
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0
21
MSCI Inc.
Common
55354G100
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15
SH
SOLE
0
0
15
NextEra Energy
Common
65339F101
32800
540
SH
SOLE
0
0
540
Nike
Common
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7166
66
SH
SOLE
0
0
66
Nordson
Common
655663102
11359
43
SH
SOLE
0
0
43
Northann Corp.
Common
66373m200
15
10
SH
SOLE
0
0
10
NXP Semiconductors
Common
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5053
22
SH
SOLE
0
0
22
Oracle
Common
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800
SH
SOLE
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800
Palo Alto Networks
Common
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51
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SOLE
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51
Paychex
Common
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220
SH
SOLE
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220
PepsiCo
Common
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50
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SOLE
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50
Pfizer
Common
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300
SH
SOLE
0
0
300
Pioneer Natural Resources
Common
723787107
8545
38
SH
SOLE
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0
38
Pool Corp.
Common
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77
SH
SOLE
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0
77
Procter & Gamble
Common
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SOLE
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Prudential Financial
Common
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Qualcomm
Common
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S&P Global
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ServiceNow
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SiteOne Landscape Supply
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35
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35
Southern
Common
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588
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SPDR S&P 1500
Common
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444
SPDR S&P 500
Common
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130
Starbucks
Common
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2685
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2685
Sysco
Common
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385
Technology Sector SPDR
Common
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3524
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3524
Teradyne
Common
880770102
3256
30
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SOLE
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30
Texas Instruments
Common
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112
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112
The Williams Companies
Common
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6653
191
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191
TJX Companies
Common
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130
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130
TotalEnergies
Common
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83
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Trane Technologies
Common
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400
Ulta Beauty
Common
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6860
14
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14
Union Pacific
Common
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147
United Healthcare
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UPS
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Common
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Common
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281
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Common
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Common
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640
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Common
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5142
Visa
Common
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236
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236
W.R. Berkley
Common
084423102
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145
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145
Wal-Mart
Common
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62
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62
Waste Management
Common
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2286
Weyerhaeuser
Common
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533
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533
WisdomTree US Dividend Growth
Common
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18835
268
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0
268
Xcel Energy
Common
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202
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Zoetis
Common
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