0001095449-23-000005.txt : 20230110
0001095449-23-000005.hdr.sgml : 20230110
20230110160122
ACCESSION NUMBER: 0001095449-23-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230110
DATE AS OF CHANGE: 20230110
EFFECTIVENESS DATE: 20230110
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: 23521123
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
12-31-2022
12-31-2022
Stuart Chaussee & Associates, Inc.
468 NORTH CAMDEN DRIVE
BEVERLY HILLS
CA
90210
13F HOLDINGS REPORT
028-17154
N
Stuart D. Chaussee
President
(310) 373-3732
Stuart D. Chaussee
Beverly Hills
CA
01-06-2023
0
151
270746
false
INFORMATION TABLE
2
table.2022-12.xml
INFORMATION TABLE FOR DECEMBER 31, 2022
Abbott Laboratories
Common
002824100
11
100
SH
SOLE
0
0
100
AbbVie
Common
00287y109
131
813
SH
SOLE
0
0
813
Accenture
Common
G1151C101
55
207
SH
SOLE
0
0
207
Adobe Systems
Common
00724f101
19
55
SH
SOLE
0
0
55
Air Products & Chemicals
Common
009158106
10
33
SH
SOLE
0
0
33
Alphabet
Common
02079k107
160
1800
SH
SOLE
0
0
1800
Alphabet
Common
02079k305
169
1920
SH
SOLE
0
0
1920
Amazon.com
Common
023135106
12
140
SH
SOLE
0
0
140
American Electric Power
Common
025537101
8
84
SH
SOLE
0
0
84
American Express
Common
025816109
31
208
SH
SOLE
0
0
208
American Intl. Group
Common
026874784
13
210
SH
SOLE
0
0
210
American Tower
Common
03027x100
1
3
SH
SOLE
0
0
3
Amgen
Common
031162100
4
16
SH
SOLE
0
0
16
ANSYS Inc.
Common
03662Q105
4
17
SH
SOLE
0
0
17
Apple
Common
037833100
172
1322
SH
SOLE
0
0
1322
Arthur J. Gallagher
Common
363576109
31
162
SH
SOLE
0
0
162
ASML Holding
Common
N07059202
5
10
SH
SOLE
0
0
10
Aspen Technology
Common
045327103
4
18
SH
SOLE
0
0
18
AstraZeneca
Common
046353108
11
165
SH
SOLE
0
0
165
Auto Data Processing
Common
053015103
7
28
SH
SOLE
0
0
28
Bank of America
Common
060505104
164
4937
SH
SOLE
0
0
4937
Berkshire Hathaway CL B
Common
084670702
17
54
SH
SOLE
0
0
54
BlackRock
Common
09247x101
40
57
SH
SOLE
0
0
57
Boeing
Common
097023105
51
269
SH
SOLE
0
0
269
Brighthouse Financial
Common
10922N103
0
7
SH
SOLE
0
0
7
Caterpillar
Common
149123101
10
40
SH
SOLE
0
0
40
CDW Corp.
Common
12514G102
11
60
SH
SOLE
0
0
60
Charles River Labs
Common
159864107
4
20
SH
SOLE
0
0
20
Charles Schwab
Common
808513105
11
137
SH
SOLE
0
0
137
Chevron
Common
166764100
194
1082
SH
SOLE
0
0
1082
Chord Energy
Common
170404305
10
72
SH
SOLE
0
0
72
Cincinnati Financial
Common
172062101
19
190
SH
SOLE
0
0
190
Cintas
Common
172908105
11
25
SH
SOLE
0
0
25
Cisco Systems
Common
17275R102
24
500
SH
SOLE
0
0
500
CME Group
Common
12572q105
5
28
SH
SOLE
0
0
28
Coca-Cola
Common
191216100
148
2320
SH
SOLE
0
0
2320
Comcast
Common
20030n101
91
2600
SH
SOLE
0
0
2600
ConocoPhillips
Common
20825C104
13
114
SH
SOLE
0
0
114
Consolidated Edison
Common
209115104
55
575
SH
SOLE
0
0
575
Cooper Companies
Common
216648402
7
21
SH
SOLE
0
0
21
Copart
Common
217204106
5
80
SH
SOLE
0
0
80
Costco
Common
22160k105
11
24
SH
SOLE
0
0
24
Crown Castle
Common
22822V101
1
5
SH
SOLE
0
0
5
CVS Health Corp.
Common
126650100
29
310
SH
SOLE
0
0
310
Disney
Common
254687106
9
100
SH
SOLE
0
0
100
Dover
Common
260003108
7
55
SH
SOLE
0
0
55
Duke Energy
Common
26441C204
60
583
SH
SOLE
0
0
583
Eaton
Common
G29183103
46
292
SH
SOLE
0
0
292
Elevance Health
Common
036752103
119
232
SH
SOLE
0
0
232
Eli Lilly
Common
532457108
157
430
SH
SOLE
0
0
430
Exxon Mobil
Common
30231g102
35
320
SH
SOLE
0
0
320
Fifth Third Bancorp
Common
316773100
19
575
SH
SOLE
0
0
575
Fortune Brands Innovations
Common
34964C106
86
1500
SH
SOLE
0
0
1500
Gartner
Common
366651107
24
72
SH
SOLE
0
0
72
General Motors
Common
37045V100
6
174
SH
SOLE
0
0
174
Grainger WW
Common
384802104
4
7
SH
SOLE
0
0
7
Hartford Financial Services
Common
416515104
26
340
SH
SOLE
0
0
340
Home Depot
Common
437076102
350
1108
SH
SOLE
0
0
1108
Honeywell International
Common
438516106
56
263
SH
SOLE
0
0
263
Innovator Buffer - Jan.
Common
45782C409
3605
109120
SH
SOLE
0
0
109120
Innovator Power Buffer - Dec.
Common
45782C540
6236
208624
SH
SOLE
0
0
208624
Innovator Power Buffer - Jan.
Common
45782C508
1276
40500
SH
SOLE
0
0
40500
Innovator Power Buffer - Nov.
Common
45782C573
168717
5588499
SH
SOLE
0
0
5588499
Innovator Power Buffer - Sept.
Common
45782C656
42768
1462029
SH
SOLE
0
0
1462029
Insight Enterprises
Common
45765U103
7
69
SH
SOLE
0
0
69
Intel
Common
458140100
11
400
SH
SOLE
0
0
400
Invesco QQQ Trust
Common
73935A104
320
1203
SH
SOLE
0
0
1203
Invesco S&P 500 Equal Weight
Common
46137V357
5
36
SH
SOLE
0
0
36
Invesco S&P 500 Top 50
Common
46137V233
6
23
SH
SOLE
0
0
23
iShares Core Dividend Growth
Common
46434V621
67
1349
SH
SOLE
0
0
1349
iShares Edge Min. Vol. USA
Common
46429B697
68
946
SH
SOLE
0
0
946
iShares Expanded Technology
Common
464287549
11691
41753
SH
SOLE
0
0
41753
iShares Global Energy
Common
464287341
4
103
SH
SOLE
0
0
103
iShares Russell 1000 Growth
Common
464287614
182
850
SH
SOLE
0
0
850
Jack Henry
Common
426281101
6
34
SH
SOLE
0
0
34
Johnson & Johnson
Common
478160104
68
386
SH
SOLE
0
0
386
JPMorgan Chase
Common
46625h100
62
462
SH
SOLE
0
0
462
Lam Research
Common
512807108
13
31
SH
SOLE
0
0
31
Lennar
Common
526057104
36
400
SH
SOLE
0
0
400
Lockheed Martin
Common
539830109
8
17
SH
SOLE
0
0
17
Lowe's
Common
548661107
17
85
SH
SOLE
0
0
85
LVMH
Common
502441306
9
64
SH
SOLE
0
0
64
Marathon Petroleum
Common
56585A102
21
180
SH
SOLE
0
0
180
Marsh & McLennan
Common
571748102
16
97
SH
SOLE
0
0
97
MasterBrand
Common
57638P104
11
1500
SH
SOLE
0
0
1500
Mastercard
Common
57636q104
18
53
SH
SOLE
0
0
53
McDonald's
Common
580135101
205
777
SH
SOLE
0
0
777
Merck
Common
58933y105
63
570
SH
SOLE
0
0
570
MetLife
Common
59156R108
39
540
SH
SOLE
0
0
540
Microsoft
Common
594918104
637
2656
SH
SOLE
0
0
2656
Mid-America Apartments
Common
59522J103
26
165
SH
SOLE
0
0
165
Mondelez
Common
609207105
48
715
SH
SOLE
0
0
715
Morgan Stanley
Common
617446448
14
167
SH
SOLE
0
0
167
Motorola Solutions
Common
620076307
5
21
SH
SOLE
0
0
21
MSCI Inc.
Common
55354G100
7
15
SH
SOLE
0
0
15
NextEra Energy
Common
65339F101
11
130
SH
SOLE
0
0
130
Nike
Common
654106103
8
66
SH
SOLE
0
0
66
Nordson
Common
655663102
10
43
SH
SOLE
0
0
43
Novo Nordisk
Common
K7314N152
29
214
SH
SOLE
0
0
214
NXP Semiconductors
Common
N6596X019
3
22
SH
SOLE
0
0
22
Oracle
Common
68389x105
65
800
SH
SOLE
0
0
800
Organon
Common
68622V106
1
30
SH
SOLE
0
0
30
Palo Alto Networks
Common
697435105
7
51
SH
SOLE
0
0
51
Paychex
Common
704326107
25
220
SH
SOLE
0
0
220
Pfizer
Common
717081103
32
625
SH
SOLE
0
0
625
Philip Morris International
Common
718172109
20
195
SH
SOLE
0
0
195
Pioneer Natural Resources
Common
723787107
9
38
SH
SOLE
0
0
38
Pool Corp.
Common
73278L105
7
22
SH
SOLE
0
0
22
Procter & Gamble
Common
742718109
619
4081
SH
SOLE
0
0
4081
Prologis
Common
74340W103
22
193
SH
SOLE
0
0
193
ProShares Ultra Dow 3x
Common
74347X823
3481
61400
SH
SOLE
0
0
61400
Prudential Financial
Common
744320102
4
42
SH
SOLE
0
0
42
Public Storage
Common
74460D109
1
2
SH
SOLE
0
0
2
Qualcomm
Common
747525103
55
501
SH
SOLE
0
0
501
Raytheon Technologies
Common
75513E101
26
259
SH
SOLE
0
0
259
Royal Dutch Shell
Common
780259206
5
80
SH
SOLE
0
0
80
S&P Global
Common
78409V104
3
10
SH
SOLE
0
0
10
Schlumberger
Common
806857108
5
96
SH
SOLE
0
0
96
ServiceNow
Common
81762P102
6
16
SH
SOLE
0
0
16
SiteOne Landscape Supply
Common
829826103
4
35
SH
SOLE
0
0
35
Southern
Common
842587107
42
588
SH
SOLE
0
0
588
SPDR S&P 1500
Common
78464A805
20
417
SH
SOLE
0
0
417
SPDR S&P 500
Common
78462f103
19
50
SH
SOLE
0
0
50
Starbucks
Common
855244109
266
2685
SH
SOLE
0
0
2685
Stryker
Common
863667101
16
65
SH
SOLE
0
0
65
Sysco
Common
871829107
29
385
SH
SOLE
0
0
385
Target
Common
87612E106
7
45
SH
SOLE
0
0
45
Technology Sector SPDR
Common
81369Y803
439
3524
SH
SOLE
0
0
3524
Teradyne
Common
880770102
3
30
SH
SOLE
0
0
30
Texas Instruments
Common
882508104
19
112
SH
SOLE
0
0
112
The Williams Companies
Common
969457100
6
191
SH
SOLE
0
0
191
TotalEnergies
Common
F92124100
5
83
SH
SOLE
0
0
83
Trane Technologies
Common
00BK9ZQ96
67
400
SH
SOLE
0
0
400
Ulta Beauty
Common
90384S303
7
14
SH
SOLE
0
0
14
Union Pacific
Common
907818108
11
52
SH
SOLE
0
0
52
United Healthcare
Common
91324p102
32
61
SH
SOLE
0
0
61
UPS
Common
911312106
432
2487
SH
SOLE
0
0
2487
Vanguard Dividend Appreciation
Common
921908844
2
12
SH
SOLE
0
0
12
Vanguard Financials
Common
92204A405
16
197
SH
SOLE
0
0
197
Vanguard High Dividend Yield
Common
921946406
3598
33246
SH
SOLE
0
0
33246
Vanguard Information Technolog
Common
92204A702
21482
67256
SH
SOLE
0
0
67256
Vanguard S&P 500
Common
922908363
40
114
SH
SOLE
0
0
114
Verizon
Common
92343v104
25
640
SH
SOLE
0
0
640
VICI Properties
Common
925652109
167
5142
SH
SOLE
0
0
5142
Visa
Common
92826c839
30
142
SH
SOLE
0
0
142
W.R. Berkley
Common
084423102
11
145
SH
SOLE
0
0
145
Waste Management
Common
94106l109
359
2286
SH
SOLE
0
0
2286
Wells Fargo
Common
949746101
15
365
SH
SOLE
0
0
365
Weyerhaeuser
Common
962166104
17
533
SH
SOLE
0
0
533
Xcel Energy
Common
98389B100
14
202
SH
SOLE
0
0
202
Zoetis
Common
98978V103
7
50
SH
SOLE
0
0
50