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Jared Moskowitz, official portrait

Jared Moskowitz

Rep. (D-FL-23)

Disclosed trades
299
Purchases
203
Sales
96
Stocks traded
112
Likely still held
55
Latest trade
Jun 18, 2026
Latest filing
Jul 27, 2026

Stocks traded

Most-filed 24 of 112 tickers, with the latest disclosed action
AVGOBroadcom Inc.BoughtMar 31, 2026SHWThe Sherwin-Williams CompanySoldOct 10, 2025TSCOTractor Supply CompanySoldMar 23, 2026ADIAnalog Devices, Inc.BoughtApr 7, 2025ELVElevance Health Inc.SoldMar 10, 2025GSThe Goldman Sachs Group, Inc.BoughtOct 10, 2025NVDANVIDIA CorporationBoughtApr 16, 2025GOOGGOOGBoughtNov 8, 2024MRKMerck & Co., Inc.SoldJan 15, 2025ORCLOracle CorporationSoldMar 23, 2026PEPPepsiCo, Inc.SoldDec 2, 2025ROPRoper Technologies, Inc.SoldFeb 27, 2026SBCFSeacoast Banking Corporation of FloridaSoldNov 8, 2024SOThe Southern CompanyBoughtDec 2, 2025TXNTexas Instruments IncorporatedSoldOct 10, 2025ACNAccenture plcSoldMar 23, 2026ATOAtmos Energy CorporationBoughtDec 2, 2025HDThe Home Depot, Inc.BoughtJun 17, 2026LINLinde plcBoughtApr 7, 2025LMTLockheed Martin CorporationBoughtApr 7, 2025MCDMcDonald's CorporationBoughtMar 31, 2026NEENextEra Energy, Inc.SoldApr 7, 2025TMUST-Mobile US, Inc.BoughtNov 8, 2024WSTWest Pharmaceutical Services, Inc.SoldFeb 13, 2025

Likely current holdings

18 most recently active of 55

Positions whose disclosed filings show purchases without a later sale that closed them. Filings lag trades by up to 45 days and report ranges, not sizes, so this is an inference from public disclosures, not verified ownership.

AMATFirst bought Jun 18, 20261 filingHCAFirst bought May 15, 2025Last bought Jun 17, 20262 filingsHDFirst bought Jul 14, 2023Last bought Jun 17, 20264 filingsOn the 2024 disclosureMETAFirst bought Dec 28, 2023Last bought Jun 17, 20263 filingsOn the 2024 disclosureMNSTFirst bought Mar 23, 2026Last bought Jun 17, 20262 filingsMSFTFirst bought Jul 14, 2023Last bought Jun 17, 20263 filingsOn the 2024 disclosureSPCXFirst bought Jun 12, 20261 filingGILDFirst bought May 6, 20261 filingASMLFirst bought Mar 23, 2026Last bought Mar 31, 20262 filingsAVGOFirst bought Jul 5, 2024Last bought Mar 31, 20267 filingsOn the 2024 disclosureAXPFirst bought Oct 10, 2025Last bought Mar 31, 20263 filingsCBFirst bought Mar 31, 20261 filingOn the 2024 disclosureGDFirst bought Mar 23, 2026Last bought Mar 31, 20262 filingsGEFirst bought Mar 23, 2026Last bought Mar 31, 20262 filingsMCDFirst bought Jul 14, 2023Last bought Mar 31, 20264 filingsOn the 2024 disclosureMSIFirst bought Mar 23, 2026Last bought Mar 31, 20262 filingsPANWFirst bought Mar 23, 2026Last bought Mar 31, 20262 filingsPHFirst bought Mar 23, 2026Last bought Mar 31, 20262 filings+37 more in the ledger

Reported holdings

373 assets listed

As reported in their 2024 annual disclosure, filed Aug 13, 2025.

The assets and value ranges below are copied from that filing. Amounts are the ranges the form provides, shown as filed and never combined.

STIPiShares 0-5 Year TIPS Bond ETFBetterment SEP IRA$1,001 - $15,000AGGiShares Core U.S. Aggregate Bond ETFBetterment SEP IRA$1,001 - $15,000EMBiShares J.P. Morgan USD Emerging Markets Bond ETFBetterment SEP IRA$1,001 - $15,000SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETFBetterment SEP IRA$1,001 - $15,000SPSMState Street SPDR Portfolio S&P 600 Small Cap ETFBetterment SEP IRA$1,001 - $15,000VEAVanguard FTSE Developed Markets ETFBetterment SEP IRA$15,001 - $50,000VWOVanguard FTSE Emerging Markets ETFBetterment SEP IRA$1,001 - $15,000BNDXVanguard Total International Bond ETFBetterment SEP IRA$1,001 - $15,000STIPiShares 0-5 Year TIPS Bond ETFSpouse · Betterment SEP IRA (SP)$1,001 - $15,000AGGiShares Core U.S. Aggregate Bond ETFSpouse · Betterment SEP IRA (SP)$1,001 - $15,000EMBiShares J.P. Morgan USD Emerging Markets Bond ETFSpouse · Betterment SEP IRA (SP)$1,001 - $15,000SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETFSpouse · Betterment SEP IRA (SP)$1,001 - $15,000SPSMState Street SPDR Portfolio S&P 600 Small Cap ETFSpouse · Betterment SEP IRA (SP)$1,001 - $15,000VEAVanguard FTSE Developed Markets ETFSpouse · Betterment SEP IRA (SP)$15,001 - $50,000VWOVanguard FTSE Emerging Markets ETFSpouse · Betterment SEP IRA (SP)$1,001 - $15,000BNDXVanguard Total International Bond ETFSpouse · Betterment SEP IRA (SP)$1,001 - $15,000IEMGiShares Core MSCI Emerging Markets ETFEagle Strategies Investment Account$1,001 - $15,000LQDiShares iBoxx $ Investment Grade Corporate Bond ETFEagle Strategies Investment AccountNoneEFGiShares MSCI EAFE Growth ETFEagle Strategies Investment Account$1,001 - $15,000EMXCiShares MSCI Emerging Markets ex China ETFEagle Strategies Investment Account$1,001 - $15,000MTUMiShares MSCI USA Momentum Factor ETFEagle Strategies Investment Account$1,001 - $15,000QUALiShares MSCI USA Quality Factor ETFEagle Strategies Investment Account$1,001 - $15,000OEFiShares S&P 100 ETFEagle Strategies Investment AccountNoneIVWiShares S&P 500 Growth ETFEagle Strategies Investment Account$1,001 - $15,000
Show 248 more listed stocks and funds
IVEiShares S&P 500 Value ETFEagle Strategies Investment Account$1,001 - $15,000MBBiShares MBS ETFEagle Strategies Investment Account$1,001 - $15,000TFLOiShares Treasury Floating Rate Bond ETFEagle Strategies Investment AccountNoneDYNFiShares U.S. Equity Factor Rotation Active ETFEagle Strategies Investment Account$1,001 - $15,000IYWiShares U.S. Technology ETFEagle Strategies Investment Account$1,001 - $15,000AOSA. O. Smith CorporationMorgan Stanley Active Assets (1)NoneABTAbbott LaboratoriesMorgan Stanley Active Assets (1)$1,001 - $15,000ACNAccenture plcMorgan Stanley Active Assets (1)$1,001 - $15,000APDAir Products and Chemicals, Inc.Morgan Stanley Active Assets (1)NoneALLThe Allstate CorporationMorgan Stanley Active Assets (1)NoneAMZNAmazon.com, Inc.Morgan Stanley Active Assets (1)$1,001 - $15,000AMGNAmgen Inc.Morgan Stanley Active Assets (1)$1,001 - $15,000ADIAnalog Devices, Inc.Morgan Stanley Active Assets (1)$1,001 - $15,000AAPLApple Inc.Morgan Stanley Active Assets (1)$15,001 - $50,000ATOAtmos Energy CorporationMorgan Stanley Active Assets (1)$1,001 - $15,000ADPAutomatic Data Processing, Inc.Morgan Stanley Active Assets (1)$1,001 - $15,000AVGOBroadcom Inc.Morgan Stanley Active Assets (1)$15,001 - $50,000BROBrown & Brown, Inc.Morgan Stanley Active Assets (1)$15,001 - $50,000CARRCarrier Global CorporationMorgan Stanley Active Assets (1)$1,001 - $15,000CATCaterpillar Inc.Morgan Stanley Active Assets (1)$1,001 - $15,000CVXChevron CorporationMorgan Stanley Active Assets (1)NoneCBChubb LimitedMorgan Stanley Active Assets (1)$1,001 - $15,000CMCSAComcast CorporationMorgan Stanley Active Assets (1)NoneCOSTCostco Wholesale CorporationMorgan Stanley Active Assets (1)$15,001 - $50,000CMICummins Inc.Morgan Stanley Active Assets (1)$1,001 - $15,000ELVElevance Health Inc.Morgan Stanley Active Assets (1)$1,001 - $15,000LLYEli Lilly and CompanyMorgan Stanley Active Assets (1)$15,001 - $50,000XOMExxon Mobil CorporationMorgan Stanley Active Assets (1)NoneFDSFactSet Research Systems Inc.Morgan Stanley Active Assets (1)NoneHDThe Home Depot, Inc.Morgan Stanley Active Assets (1)$15,001 - $50,000HONHoneywell International Inc.Morgan Stanley Active Assets (1)$1,001 - $15,000ITWIllinois Tool Works Inc.Morgan Stanley Active Assets (1)$1,001 - $15,000JNJJohnson & JohnsonMorgan Stanley Active Assets (1)$1,001 - $15,000JPMJPMorgan Chase & Co.Morgan Stanley Active Assets (1)$15,001 - $50,000KMBKimberly-Clark CorporationMorgan Stanley Active Assets (1)NoneLECOLincoln Electric Holdings, Inc.Morgan Stanley Active Assets (1)$1,001 - $15,000LINLinde plcMorgan Stanley Active Assets (1)$1,001 - $15,000LMTLockheed Martin CorporationMorgan Stanley Active Assets (1)$1,001 - $15,000LOWLowe's Companies, Inc.Morgan Stanley Active Assets (1)NoneLUMNLumen Technologies, Inc.Morgan Stanley Active Assets (1)$1,001 - $15,000MAMastercard IncorporatedMorgan Stanley Active Assets (1)NoneMCDMcDonald's CorporationMorgan Stanley Active Assets (1)$15,001 - $50,000MRKMerck & Co., Inc.Morgan Stanley Active Assets (1)$1,001 - $15,000METAMeta Platforms, Inc.Morgan Stanley Active Assets (1)$15,001 - $50,000MSFTMicrosoft CorporationMorgan Stanley Active Assets (1)$15,001 - $50,000MDLZMondelez International, Inc.Morgan Stanley Active Assets (1)NoneNEENextEra Energy, Inc.Morgan Stanley Active Assets (1)$1,001 - $15,000NKENIKE, Inc.Morgan Stanley Active Assets (1)NoneNOCNorthrop Grumman CorporationMorgan Stanley Active Assets (1)NoneORCLOracle CorporationMorgan Stanley Active Assets (1)$1,001 - $15,000PEPPepsiCo, Inc.Morgan Stanley Active Assets (1)$1,001 - $15,000PNCThe PNC Financial Services Group, Inc.Morgan Stanley Active Assets (1)NonePGThe Procter & Gamble CompanyMorgan Stanley Active Assets (1)$1,001 - $15,000PEGPublic Service Enterprise Group IncorporatedMorgan Stanley Active Assets (1)$1,001 - $15,000QCOMQUALCOMM IncorporatedMorgan Stanley Active Assets (1)$1,001 - $15,000ROPRoper Technologies, Inc.Morgan Stanley Active Assets (1)$1,001 - $15,000RPMRPM International Inc.Morgan Stanley Active Assets (1)$1,001 - $15,000SPGIS&P Global Inc.Morgan Stanley Active Assets (1)$15,001 - $50,000CRMSalesforce, Inc.Morgan Stanley Active Assets (1)$1,001 - $15,000SHWThe Sherwin-Williams CompanyMorgan Stanley Active Assets (1)$1,001 - $15,000SNASnap-on IncorporatedMorgan Stanley Active Assets (1)NoneSOThe Southern CompanyMorgan Stanley Active Assets (1)$1,001 - $15,000XLEState Street Energy Select Sector SPDR ETFMorgan Stanley Active Assets (1)$15,001 - $50,000SBUXStarbucks CorporationMorgan Stanley Active Assets (1)$1,001 - $15,000STESTERIS plcMorgan Stanley Active Assets (1)$1,001 - $15,000SYKStryker CorporationMorgan Stanley Active Assets (1)$1,001 - $15,000TMUST-Mobile US, Inc.Morgan Stanley Active Assets (1)$15,001 - $50,000TSLATesla, Inc.Morgan Stanley Active Assets (1)$15,001 - $50,000TXNTexas Instruments IncorporatedMorgan Stanley Active Assets (1)$1,001 - $15,000TSCOTractor Supply CompanyMorgan Stanley Active Assets (1)$1,001 - $15,000UBERUber Technologies, Inc.Morgan Stanley Active Assets (1)$1,001 - $15,000UNHUnitedHealth Group IncorporatedMorgan Stanley Active Assets (1)$15,001 - $50,000VVisa Inc.Morgan Stanley Active Assets (1)$1,001 - $15,000GWWW.W. Grainger, Inc.Morgan Stanley Active Assets (1)$15,001 - $50,000WMTWalmart Inc.Morgan Stanley Active Assets (1)$15,001 - $50,000WMWaste Management, Inc.Morgan Stanley Active Assets (1)$1,001 - $15,000WECWEC Energy Group, Inc.Morgan Stanley Active Assets (1)NoneWSTWest Pharmaceutical Services, Inc.Morgan Stanley Active Assets (1)NoneZTSZoetis Inc.Morgan Stanley Active Assets (1)NoneAMZNAmazon.com, Inc.Morgan Stanley Active Assets (2)$250,001 - $500,000AMGNAmgen Inc.Morgan Stanley Active Assets (2)$15,001 - $50,000AAPLApple Inc.Morgan Stanley Active Assets (2)$50,001 - $100,000BACBank of America CorporationMorgan Stanley Active Assets (2)$50,001 - $100,000GSThe Goldman Sachs Group, Inc.Morgan Stanley Active Assets (2)$15,001 - $50,000HDThe Home Depot, Inc.Morgan Stanley Active Assets (2)$15,001 - $50,000JNJJohnson & JohnsonMorgan Stanley Active Assets (2)$15,001 - $50,000MSFTMicrosoft CorporationMorgan Stanley Active Assets (2)$15,001 - $50,000PGThe Procter & Gamble CompanyMorgan Stanley Active Assets (2)$1,001 - $15,000TSLATesla, Inc.Morgan Stanley Active Assets (2)$15,001 - $50,000UNHUnitedHealth Group IncorporatedMorgan Stanley Active Assets (2)$15,001 - $50,000SBCFSeacoast Banking Corporation of FloridaDependent child · Morgan Stanley Active Assets (3)NoneSBCFSeacoast Banking Corporation of FloridaDependent child · Morgan Stanley Active Assets (4)NoneABTAbbott LaboratoriesDependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000ACNAccenture plcDependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000APDAir Products and Chemicals, Inc.Dependent child · Morgan Stanley Active Assets (5)NoneALLThe Allstate CorporationDependent child · Morgan Stanley Active Assets (5)NoneAMZNAmazon.com, Inc.Dependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000AMGNAmgen Inc.Dependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000ADIAnalog Devices, Inc.Dependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000AAPLApple Inc.Dependent child · Morgan Stanley Active Assets (5)$15,001 - $50,000ATOAtmos Energy CorporationDependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000ADPAutomatic Data Processing, Inc.Dependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000BBYBest Buy Co., Inc.Dependent child · Morgan Stanley Active Assets (5)NoneAVGOBroadcom Inc.Dependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000BROBrown & Brown, Inc.Dependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000CARRCarrier Global CorporationDependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000CATCaterpillar Inc.Dependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000CBChubb LimitedDependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000CMCSAComcast CorporationDependent child · Morgan Stanley Active Assets (5)NoneCOSTCostco Wholesale CorporationDependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000CMICummins Inc.Dependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000ELVElevance Health Inc.Dependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000LLYEli Lilly and CompanyDependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000XLEState Street Energy Select Sector SPDR ETFDependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000FDSFactSet Research Systems Inc.Dependent child · Morgan Stanley Active Assets (5)NoneHDThe Home Depot, Inc.Dependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000HONHoneywell International Inc.Dependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000ITWIllinois Tool Works Inc.Dependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000JNJJohnson & JohnsonDependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000JPMJPMorgan Chase & Co.Dependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000KMBKimberly-Clark CorporationDependent child · Morgan Stanley Active Assets (5)NoneLINLinde plcDependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000LMTLockheed Martin CorporationDependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000MAMastercard IncorporatedDependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000MCDMcDonald's CorporationDependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000MRKMerck & Co., Inc.Dependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000METAMeta Platforms, Inc.Dependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000MSFTMicrosoft CorporationDependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000MDLZMondelez International, Inc.Dependent child · Morgan Stanley Active Assets (5)NoneNEENextEra Energy, Inc.Dependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000NKENIKE, Inc.Dependent child · Morgan Stanley Active Assets (5)NoneNOCNorthrop Grumman CorporationDependent child · Morgan Stanley Active Assets (5)NoneNVDANVIDIA CorporationDependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000ORCLOracle CorporationDependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000PEPPepsiCo, Inc.Dependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000PNCThe PNC Financial Services Group, Inc.Dependent child · Morgan Stanley Active Assets (5)NonePGThe Procter & Gamble CompanyDependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000PEGPublic Service Enterprise Group IncorporatedDependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000QCOMQUALCOMM IncorporatedDependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000ROPRoper Technologies, Inc.Dependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000RPMRPM International Inc.Dependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000SPGIS&P Global Inc.Dependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000SBCFSeacoast Banking Corporation of FloridaDependent child · Morgan Stanley Active Assets (5)NoneSHWThe Sherwin-Williams CompanyDependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000SNASnap-on IncorporatedDependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000SOThe Southern CompanyDependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000SBUXStarbucks CorporationDependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000TMUST-Mobile US, Inc.Dependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000TXNTexas Instruments IncorporatedDependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000TSCOTractor Supply CompanyDependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000UNHUnitedHealth Group IncorporatedDependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000VVisa Inc.Dependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000GWWW.W. Grainger, Inc.Dependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000WMTWalmart Inc.Dependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000WMWaste Management, Inc.Dependent child · Morgan Stanley Active Assets (5)$1,001 - $15,000WECWEC Energy Group, Inc.Dependent child · Morgan Stanley Active Assets (5)NoneZTSZoetis Inc.Dependent child · Morgan Stanley Active Assets (5)NoneABTAbbott LaboratoriesDependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000ACNAccenture plcDependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000APDAir Products and Chemicals, Inc.Dependent child · Morgan Stanley Active Assets (6)NoneALLThe Allstate CorporationDependent child · Morgan Stanley Active Assets (6)NoneAMZNAmazon.com, Inc.Dependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000AMGNAmgen Inc.Dependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000ADIAnalog Devices, Inc.Dependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000AAPLApple Inc.Dependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000ATOAtmos Energy CorporationDependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000ADPAutomatic Data Processing, Inc.Dependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000AVGOBroadcom Inc.Dependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000BROBrown & Brown, Inc.Dependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000CARRCarrier Global CorporationDependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000CATCaterpillar Inc.Dependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000CBChubb LimitedDependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000CMCSAComcast CorporationDependent child · Morgan Stanley Active Assets (6)NoneCOSTCostco Wholesale CorporationDependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000CMICummins Inc.Dependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000ELVElevance Health Inc.Dependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000LLYEli Lilly and CompanyDependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000XLEState Street Energy Select Sector SPDR ETFDependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000FDSFactSet Research Systems Inc.Dependent child · Morgan Stanley Active Assets (6)NoneHDThe Home Depot, Inc.Dependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000HONHoneywell International Inc.Dependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000ITWIllinois Tool Works Inc.Dependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000JNJJohnson & JohnsonDependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000JPMJPMorgan Chase & Co.Dependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000KMBKimberly-Clark CorporationDependent child · Morgan Stanley Active Assets (6)NoneLINLinde plcDependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000LMTLockheed Martin CorporationDependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000MAMastercard IncorporatedDependent child · Morgan Stanley Active Assets (6)NoneMCDMcDonald's CorporationDependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000MRKMerck & Co., Inc.Dependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000METAMeta Platforms, Inc.Dependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000MSFTMicrosoft CorporationDependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000NEENextEra Energy, Inc.Dependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000NKENIKE, Inc.Dependent child · Morgan Stanley Active Assets (6)NoneNOCNorthrop Grumman CorporationDependent child · Morgan Stanley Active Assets (6)NoneNVDANVIDIA CorporationDependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000ORCLOracle CorporationDependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000PEPPepsiCo, Inc.Dependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000PNCThe PNC Financial Services Group, Inc.Dependent child · Morgan Stanley Active Assets (6)NonePGThe Procter & Gamble CompanyDependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000PEGPublic Service Enterprise Group IncorporatedDependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000QCOMQUALCOMM IncorporatedDependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000ROPRoper Technologies, Inc.Dependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000RPMRPM International Inc.Dependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000SPGIS&P Global Inc.Dependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000SBCFSeacoast Banking Corporation of FloridaDependent child · Morgan Stanley Active Assets (6)NoneSHWThe Sherwin-Williams CompanyDependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000SOThe Southern CompanyDependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000SBUXStarbucks CorporationDependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000TMUST-Mobile US, Inc.Dependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000TXNTexas Instruments IncorporatedDependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000TSCOTractor Supply CompanyDependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000UNHUnitedHealth Group IncorporatedDependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000VVisa Inc.Dependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000GWWW.W. Grainger, Inc.Dependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000WMTWalmart Inc.Dependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000WMWaste Management, Inc.Dependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000WECWEC Energy Group, Inc.Dependent child · Morgan Stanley Active Assets (6)NoneWSTWest Pharmaceutical Services, Inc.Dependent child · Morgan Stanley Active Assets (6)$1,001 - $15,000ZTSZoetis Inc.Dependent child · Morgan Stanley Active Assets (6)NoneSCHISchwab 5-10 Year Corporate Bond ETFSchwab Contributory IRA$1,001 - $15,000FNDFSchwab Fundamental International Large Company Index ETFSchwab Contributory IRA$1,001 - $15,000FNDXSchwab Fundamental U.S. Large Company ETFSchwab Contributory IRA$1,001 - $15,000FNDASchwab Fundamental U.S. Small Company Index ETFSchwab Contributory IRA$1,001 - $15,000SCHXSchwab U.S. Large-Cap ETFSchwab Contributory IRA$1,001 - $15,000VMBSVanguard Mortgage-Backed Securities ETFSchwab Contributory IRA$1,001 - $15,000IUSBiShares Core Universal USD Bond ETFStash (1)$1,001 - $15,000TFLOiShares Treasury Floating Rate Bond ETFStash (1)$1,001 - $15,000VWOVanguard FTSE Emerging Markets ETFStash (1)$1,001 - $15,000AMZNAmazon.com, Inc.Stash (2)$1,001 - $15,000NVDANVIDIA CorporationStash (2)$1,001 - $15,000MINTPIMCO Enhanced Short Maturity Active Exchange-Traded FundStash (2)$1,001 - $15,000SCHDSchwab U.S. Dividend Equity ETFStash (2)$1,001 - $15,000MGCVanguard Morningstar Mega Cap ETFStash (2)$1,001 - $15,000VGITVanguard Intermediate-Term Treasury ETFStash (2)$1,001 - $15,000AAPLApple Inc.Stash IRA$15,001 - $50,000HDViShares Core High Dividend ETFStash IRA$1,001 - $15,000AMZNAmazon.com, Inc.Dependent child · Stash UTMA (DC 1)$15,001 - $50,000AAPLApple Inc.Dependent child · Stash UTMA (DC 1)$1,001 - $15,000AOAiShares Core 80/20 Aggressive Allocation ETFDependent child · Stash UTMA (DC 1)$1,001 - $15,000NVDANVIDIA CorporationDependent child · Stash UTMA (DC 1)$1,001 - $15,000TSLATesla, Inc.Dependent child · Stash UTMA (DC 1)$1,001 - $15,000AMZNAmazon.com, Inc.Dependent child · Stash UTMA (DC 2)$1,001 - $15,000AAPLApple Inc.Dependent child · Stash UTMA (DC 2)$15,001 - $50,000AOAiShares Core 80/20 Aggressive Allocation ETFDependent child · Stash UTMA (DC 2)$1,001 - $15,000NVDANVIDIA CorporationDependent child · Stash UTMA (DC 2)$1,001 - $15,000TSLATesla, Inc.Dependent child · Stash UTMA (DC 2)$1,001 - $15,000DISThe Walt Disney CompanyDependent child · STIFEL Brokerage$1,001 - $15,000

Other reported assets (101)

  • Bank of America Accounts$15,001 - $50,000
  • Emergency Ventures, Inc.$1,001 - $15,000
  • Florida Retirement System [PE] Goldman Sachs Savings AccountUndetermined $250,001 - $500,000
  • MainStay Growth Allocation Class A$50,001 - $100,000
  • MainStay MacKay High Yield Corporate Bond Fund Class A$15,001 - $50,000
  • Marcus CD$250,001 - $500,000
  • Marcus Savings AccountJoint$250,001 - $500,000
  • Mass Mutual Whole Life InsuranceSpouse$15,001 - $50,000
  • Mass Mutual Whole Life Insurance$15,001 - $50,000
  • Merit International$1,001 - $15,000
  • MOD LLCSpouse$500,001 - $1,000,000
  • Seacoast Bank Gift Trust (DC 1)Dependent childNone
Show 89 more
  • Seacoast Bank Gift Trust (DC 2)Dependent childNone
  • Stationhead, Inc.$15,001 - $50,000
  • Adler Real Estate Fund V LP ⇒ Commercial property located in Florida$15,001 - $50,000
  • Adler Real Estate Fund V LP ⇒ Commercial property located in Georgia$15,001 - $50,000
  • Adler Real Estate Fund V LP ⇒ Commercial property located in North Carolina$15,001 - $50,000
  • Adler Real Estate Fund V LP ⇒ Commercial property located in Virginia$15,001 - $50,000
  • Ashbritt Inc. 401k ⇒ American Funds 2055 Target Date Retirement Fund® Class R-2 (RBMTX)$15,001 - $50,000
  • Ashbritt Inc. 401k ⇒ American Funds American High-Income Trust® Class R-2 (RITBX)$15,001 - $50,000
  • Ashbritt Inc. 401k ⇒ American Funds Fundamental Investors® Class R-2$15,001 - $50,000
  • Ashbritt Inc. 401k ⇒ American Funds Investment Company of America® Class R-2 (RICBX)$1,001 - $15,000
  • Ashbritt Inc. 401k ⇒ American Funds The Growth Fund of America® Class R-2 (RGABX)$15,001 - $50,000
  • Ashbritt Inc. 401k ⇒ Invesco American Franchise Fund Class R$50,001 - $100,000
  • Ashbritt Inc. 401k ⇒ Putnam Small Cap Growth Fund Class R (PSGRX)$15,001 - $50,000
  • Betterment SEP IRA ⇒ SPDR Portfolio S&P 500 ETF (SPLG)$15,001 - $50,000
  • Betterment SEP IRA (SP) ⇒ SPDR Portfolio S&P 500 ETF (SPLG)Spouse$15,001 - $50,000
  • Eagle Strategies Investment Account ⇒ FIDELITY GOVERNMENT MONEY MARKET (SPAXX)$1,001 - $15,000
  • Eagle Strategies Investment Account ⇒ iShares Core S&P 500 ETF$15,001 - $50,000
  • Eagle Strategies Investment Account ⇒ iShares Core Total USD Bond Market ETF$1,001 - $15,000
  • Eagle Strategies Investment Account ⇒ iShares ESG Aware MSCI USA ETFNone
  • Eagle Strategies Investment Account ⇒ iShares MSCI EAFE Value ETF$1,001 - $15,000
  • Eagle Strategies Investment Account ⇒ iShares TR MSCI USA Min VolNone
  • Eagle Strategies Investment Account ⇒ iShares Trust DJ US Technology$1,001 - $15,000
  • John Hancock Freedom 529 Plan ⇒ BLUE CHIP GROWTH PORTFOLIO ADependent child$50,001 - $100,000
  • John Hancock Freedom 529 Plan ⇒ INTERNATIONAL VALUE PORTFOLIO ADependent child$1,001 - $15,000
  • John Hancock Freedom 529 Plan ⇒ MID-CAP VALUE PORTFOLIO ADependent child$15,001 - $50,000
  • John Hancock Freedom 529 Plan ⇒ NEW HORIZONS PORTFOLIO ADependent child$15,001 - $50,000
  • John Hancock Freedom 529 Plan ⇒ SMALL-CAP STOCK PORTFOLIO ADependent child$1,001 - $15,000
  • Merrill CMA Account ⇒ Bank Account (DC 1)$100,001 - $250,000
  • Merrill CMA Account ⇒ Bank Account (DC 2)$100,001 - $250,000
  • Merrill CMA Account ⇒ Cash Accounts$1,000,001 - $5,000,000
  • Merrill CMA Account ⇒ CD GOLDMAN SACHS BK USANone
  • Merrill CMA Account ⇒ CDs$500,001 - $1,000,000
  • Morgan Stanley Active Assets (1) ⇒ Alphabet Inc. - Class C Capital Stock (GOOG)$15,001 - $50,000
  • Morgan Stanley Active Assets (1) ⇒ Berkshire Hathaway Inc. New (BRK.B)$15,001 - $50,000
  • Morgan Stanley Active Assets (1) ⇒ Canadian National Railway Company (CNI)$1,001 - $15,000
  • Morgan Stanley Active Assets (1) ⇒ Cash Account$1,001 - $15,000
  • Morgan Stanley Active Assets (1) ⇒ Ferrari N.V. Common Shares (RACE)$50,001 - $100,000
  • Morgan Stanley Active Assets (1) ⇒ Lucid Group, Inc. (LCID)$1,001 - $15,000
  • Morgan Stanley Active Assets (1) ⇒ Toronto Dominion Bank (TD)None
  • Morgan Stanley Active Assets (2) ⇒ Cash Account$1,001 - $15,000
  • Morgan Stanley Active Assets (2) ⇒ MIAMI-DADE CNTY FL AVIATION REV REF-B$15,001 - $50,000
  • Morgan Stanley Active Assets (2) ⇒ Porsche Automobil Holding SE Stuttgart Pref No VTG RTS (POAHF)$1,001 - $15,000
  • Morgan Stanley Active Assets (2) ⇒ Wstrn Alliance PHOENIX AZ CD$15,001 - $50,000
  • Morgan Stanley Active Assets (3) ⇒ Cash AccountDependent child$100,001 - $250,000
  • Morgan Stanley Active Assets (3) ⇒ US Bk Natl Assn Cincinnati OH CDDependent childNone
  • Morgan Stanley Active Assets (4) ⇒ Cash AccountDependent child$15,001 - $50,000
  • Morgan Stanley Active Assets (4) ⇒ Charles Schwab Westlake TX CDDependent child$100,001 - $250,000
  • Morgan Stanley Active Assets (5) ⇒ Alphabet Inc. - Class C Capital Stock (GOOG)Dependent child$1,001 - $15,000
  • Morgan Stanley Active Assets (5) ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B)Dependent child$1,001 - $15,000
  • Morgan Stanley Active Assets (5) ⇒ Canadian National Railway Company (CNI)Dependent child$1,001 - $15,000
  • Morgan Stanley Active Assets (5) ⇒ Cash AccountDependent child$1,001 - $15,000
  • Morgan Stanley Active Assets (5) ⇒ Toronto Dominion Bank (TD)Dependent childNone
  • Morgan Stanley Active Assets (6) ⇒ Alphabet Inc. - Class C Capital Stock (GOOG)Dependent child$1,001 - $15,000
  • Morgan Stanley Active Assets (6) ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B)Dependent child$1,001 - $15,000
  • Morgan Stanley Active Assets (6) ⇒ Canadian National Railway Company (CNI)Dependent child$1,001 - $15,000
  • Morgan Stanley Active Assets (6) ⇒ Cash AccountDependent child$1,001 - $15,000
  • Morgan Stanley Active Assets (6) ⇒ Toronto Dominion Bank (TD)Dependent childNone
  • Morgan Stanley Active Assets (7) ⇒ Bank of China New York NY CD (1)None
  • Morgan Stanley Active Assets (7) ⇒ Bank of China New York NY CD (2)None
  • Morgan Stanley Active Assets (7) ⇒ Cash Account$500,001 - $1,000,000
  • Morgan Stanley Active Assets (7) ⇒ Charles Schwab Westlake TX CD$100,001 - $250,000
  • Morgan Stanley Active Assets (7) ⇒ Homestreet Bank CDNone
  • Morgan Stanley Active Assets (7) ⇒ Industrial & Coml New York NY CDNone
  • Morgan Stanley Active Assets (7) ⇒ NBT Bank CD Norwich NY CDNone
  • Morgan Stanley Active Assets (7) ⇒ ST Bank of India Chicago IL CDNone
  • Morgan Stanley Bright Directions 529 Plan ⇒ BD 529 BLACKROCK EMRG MKT A (LBKCZ)Dependent child$1,001 - $15,000
  • Morgan Stanley Bright Directions 529 Plan ⇒ BD 529 BLACKROCK EMRG MKT C (MTDBZ)Dependent child$1,001 - $15,000
  • Morgan Stanley Bright Directions 529 Plan ⇒ BD 529 BR MID CAP GRTH EQ A (DRBCZ)Dependent child$1,001 - $15,000
  • Morgan Stanley Bright Directions 529 Plan ⇒ BD 529 BR MID CAP GRTH EQ C ( (DBRBZ)Dependent child$1,001 - $15,000
  • Morgan Stanley Bright Directions 529 Plan ⇒ UBT 529 BD IL DFA RL EST SEC A (UBAFZ)Dependent child$1,001 - $15,000
  • Morgan Stanley Bright Directions 529 Plan ⇒ UBT 529 BD IL DFA RL EST SEC C (UTDFZ)Dependent child$1,001 - $15,000
  • Morgan Stanley Bright Directions 529 Plan ⇒ UBT 529 DELAWARE SM CAP CORE A (NBDCA)Dependent child$1,001 - $15,000
  • Morgan Stanley Bright Directions 529 Plan ⇒ UBT 529 DELAWARE SM CAP CORE C (NBDCC)Dependent child$1,001 - $15,000
  • Morgan Stanley Bright Directions 529 Plan ⇒ UBT 529 DFA INTL SMALL CO A (DFNSG)Dependent child$1,001 - $15,000
  • Morgan Stanley Bright Directions 529 Plan ⇒ UBT 529 DFA INTL SMALL CO C (UBNSG)Dependent child$1,001 - $15,000
  • Morgan Stanley Bright Directions 529 Plan ⇒ UBT 529 TROWE PRICE EQ INC A (NTREA)Dependent child$15,001 - $50,000
  • Morgan Stanley Bright Directions 529 Plan ⇒ UBT 529 TROWE PRICE EQ INC C (NTEIC)Dependent child$15,001 - $50,000
  • Schwab Contributory IRA ⇒ Cash Account$1,001 - $15,000
  • StartEngine Investment Account ⇒ AEXLAB$15,001 - $50,000
  • StartEngine Investment Account ⇒ StartEngine$1,001 - $15,000
  • Stash (1) ⇒ iShares Core MSCI EAFE$1,001 - $15,000
  • Stash (1) ⇒ Vanguard Total Stock Market$15,001 - $50,000
  • Stash (2) ⇒ Berkshire Hathaway Inc. New (BRK.B)$1,001 - $15,000
  • Stash (2) ⇒ Global X Guru Index ETF (GURU)$1,001 - $15,000
  • Stash (2) ⇒ iShares US Aerospace & Defense$1,001 - $15,000
  • Stash (2) ⇒ Vanguard Sector Index Information Technology$1,001 - $15,000
  • Stash IRA ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B)$1,001 - $15,000
  • Stash UTMA (DC 1) ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B)Dependent child$1,001 - $15,000
  • Stash UTMA (DC 2) ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B)Dependent child$1,001 - $15,000

Filing ledger

Newest trade first, as disclosed under the STOCK Act
TradedStockTypeAmountDisclosedFiled afterdays from trade
Jun 18, 2026Applied Materials, Inc.AMATPurchase$1,001 - $15,000Jul 27, 202639 days
Jun 17, 2026The Home Depot, Inc.HDPurchase$1,001 - $15,000Jul 27, 202640 days
Jun 17, 2026Meta Platforms, Inc.METAPurchase$1,001 - $15,000Jul 27, 202640 days
Jun 17, 2026Microsoft CorporationMSFTPurchase$1,001 - $15,000Jul 27, 202640 days
Jun 17, 2026HCA Healthcare, Inc.HCAPurchase$1,001 - $15,000Jul 27, 202640 days
Jun 17, 2026S&P Global Inc.SPGISale$1,001 - $15,000Jul 27, 202640 days
Jun 17, 2026Monster Beverage CorporationMNSTPurchase$1,001 - $15,000Jul 27, 202640 days
Jun 12, 2026Space Exploration Technologies Corp.SPCXPurchase$1,001 - $15,000Jul 27, 202645 days
May 6, 2026Cencora, Inc.CORSale$1,001 - $15,000Jun 22, 202647 days
May 6, 2026Gilead Sciences, Inc.GILDPurchase$1,001 - $15,000Jun 22, 202647 days
Mar 31, 2026Cencora, Inc.CORPurchase$1,001 - $15,000May 1, 202631 days
Mar 31, 2026ASMLASMLPurchase$1,001 - $15,000May 1, 202631 days
Mar 31, 2026General Dynamics CorporationGDPurchase$1,001 - $15,000May 1, 202631 days
Mar 31, 2026McDonald's CorporationMCDPurchase$1,001 - $15,000May 1, 202631 days
Mar 31, 2026QUALCOMM IncorporatedQCOMSale$15,001 - $50,000May 1, 202631 days
Mar 31, 2026Chubb LimitedCBPurchase$1,001 - $15,000May 1, 202631 days
Mar 31, 2026Palo Alto Networks, Inc.PANWPurchase$1,001 - $15,000May 1, 202631 days
Mar 31, 2026GE AerospaceGEPurchase$1,001 - $15,000May 1, 202631 days
Mar 31, 2026Caterpillar Inc.CATSale$1,001 - $15,000May 1, 202631 days
Mar 31, 2026The Home Depot, Inc.HDPurchase$1,001 - $15,000May 1, 202631 days

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Amounts are the ranges reported on the public disclosure, not exact values. Members file within 45 days of a trade, so the filing date can trail the trade by weeks.