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Zoe Lofgren, official portrait

Zoe Lofgren

Rep. (D-CA-18)

Disclosed trades
320
Purchases
118
Sales
199
Stocks traded
146
Likely still held
5
Latest trade
May 26, 2023
Latest filing
Jun 6, 2023

Stocks traded

Most-filed 24 of 146 tickers, with the latest disclosed action
ADBEAdobe Inc.SoldMay 25, 2023CSCOCisco Systems, Inc.SoldMay 26, 2023GISGeneral Mills, Inc.SoldMay 25, 2023JPMJPMorgan Chase & Co.SoldMay 25, 2023MAMastercard IncorporatedSoldMay 25, 2023TMUST-Mobile US, Inc.SoldMay 25, 2023VZVerizon Communications Inc.SoldMay 26, 2023AEPAmerican Electric Power Company, Inc.SoldMay 26, 2023AMATApplied Materials, Inc.SoldMay 26, 2023AMZNAmazon.com, Inc.SoldMay 26, 2023AONAon plcSoldMay 25, 2023BACBank of America CorporationSoldMay 26, 2023BUDBUDSoldMay 26, 2023CTASCintas CorporationSoldMay 25, 2023DISThe Walt Disney CompanySoldMay 25, 2023EWEdwards Lifesciences CorporationSoldMay 25, 2023HCAHCA Healthcare, Inc.SoldMay 25, 2023HDThe Home Depot, Inc.SoldOct 13, 2021PFEPfizer Inc.SoldMay 26, 2023PLDPrologis, Inc.SoldMay 25, 2023QCOMQUALCOMM IncorporatedSoldMay 25, 2023TMOThermo Fisher Scientific Inc.SoldMay 25, 2023TTTrane Technologies plcSoldMay 25, 2023UNHUnitedHealth Group IncorporatedSoldMay 25, 2023

Likely current holdings

5 positions

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.

MDNDFFirst bought Sep 30, 20211 filingNWLFirst bought Sep 30, 20211 filingPGXFirst bought Sep 2, 20211 filingCSFirst bought Aug 9, 20211 filingVIACFirst bought Aug 9, 20211 filing

Reported holdings

41 assets listed

As reported in their 2024 annual disclosure, filed May 9, 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.

GUNRFlexShares Morningstar Global Upstream Natural Resources Index FundJoint · Collins/Lofgren Family Trust$1,001 - $15,000IEMGiShares Core MSCI Emerging Markets ETFJoint · Collins/Lofgren Family Trust$1,001 - $15,000ACWXiShares MSCI ACWI ex U.S. ETFJoint · Collins/Lofgren Family Trust$15,001 - $50,000IQLTiShares MSCI Intl Quality Factor ETFJoint · Collins/Lofgren Family Trust$15,001 - $50,000PFFiShares Preferred and Income Securities ETFJoint · Collins/Lofgren Family Trust$15,001 - $50,000REETiShares Global REIT ETFJoint · Collins/Lofgren Family Trust$1,001 - $15,000HYMBState Street SPDR Nuveen ICE High Yield Municipal Bond ETFJoint · Collins/Lofgren Family Trust$1,001 - $15,000VSSVanguard FTSE All-World ex-US Small-Cap ETFJoint · Collins/Lofgren Family Trust$1,001 - $15,000GUNRFlexShares Morningstar Global Upstream Natural Resources Index FundSpouse · John Marshall Collins Rollover IRA$1,001 - $15,000IEMGiShares Core MSCI Emerging Markets ETFSpouse · John Marshall Collins Rollover IRA$15,001 - $50,000HYGiShares iBoxx $ High Yield Corporate Bond ETFSpouse · John Marshall Collins Rollover IRA$15,001 - $50,000GVIiShares Intermediate Government/Credit Bond ETFSpouse · John Marshall Collins Rollover IRA$100,001 - $250,000ACWXiShares MSCI ACWI ex U.S. ETFSpouse · John Marshall Collins Rollover IRA$50,001 - $100,000IQLTiShares MSCI Intl Quality Factor ETFSpouse · John Marshall Collins Rollover IRA$50,001 - $100,000PFFiShares Preferred and Income Securities ETFSpouse · John Marshall Collins Rollover IRA$15,001 - $50,000REETiShares Global REIT ETFSpouse · John Marshall Collins Rollover IRA$15,001 - $50,000VSSVanguard FTSE All-World ex-US Small-Cap ETFSpouse · John Marshall Collins Rollover IRA$15,001 - $50,000IJRiShares Core S&P Small-Cap ETFZoe Lofgren Trad IRA$1,001 - $15,000GVIiShares Intermediate Government/Credit Bond ETFZoe Lofgren Trad IRA$1,001 - $15,000ACWXiShares MSCI ACWI ex U.S. ETFZoe Lofgren Trad IRA$1,001 - $15,000

Other reported assets (21)

  • California Public Employee Retirement System [DB] Deskworks Inc.SpouseUndetermined $100,001 - $250,000
  • First Citizens BankJoint$15,001 - $50,000
  • John Marshall Collins PC, 100% InterestSpouse$15,001 - $50,000
  • Residential Rental PropertyJoint$1,000,001 - $5,000,000
  • Collins/Lofgren Family Trust ⇒ California State Public Works Board Lease Revenue Bonds, Ser. DJoint$1,001 - $15,000
  • Collins/Lofgren Family Trust ⇒ Eventide Gilead Fund Institutional Class (ETILX)Joint$15,001 - $50,000
  • Collins/Lofgren Family Trust ⇒ Fidelity Government Cash Reserves (FDRXX)Joint$100,001 - $250,000
  • Collins/Lofgren Family Trust ⇒ Lynwood Unified School District GO BondsJoint$100,001 - $250,000
  • Collins/Lofgren Family Trust ⇒ ProShares DJ Brookfield Global Infrastructure ETF (TOLZ)Joint$1,001 - $15,000
  • Collins/Lofgren Family Trust ⇒ TCW Transform 500 ETF (VOTE)Joint$100,001 - $250,000
  • Collins/Lofgren Family Trust ⇒ United State Treasury BillsJointNone
  • Fidelity 457 Deferred Compensation ⇒ EuroPacific Growth Fund Cl R-6 (RERGX)$50,001 - $100,000
Show 9 more
  • Fidelity 457 Deferred Compensation ⇒ Fidelity Contrafund K6 (FLCNX)$100,001 - $250,000
  • Fidelity 457 Deferred Compensation ⇒ MissionSquare PLUS R13 Fund$100,001 - $250,000
  • Fidelity 457 Deferred Compensation ⇒ Vanguard Extended Market Index Fund Insti Plus (VEMPX)$100,001 - $250,000
  • Fidelity 457 Deferred Compensation ⇒ Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX)$50,001 - $100,000
  • John Marshall Collins Rollover IRA ⇒ Eventide Gilead Fund Institutional Class (ETILX)Spouse$15,001 - $50,000
  • John Marshall Collins Rollover IRA ⇒ Fidelity Government Cash Reserves (FDRXX)Spouse$1,001 - $15,000
  • John Marshall Collins Rollover IRA ⇒ ProShares DJ Brookfield Global Infrastructure ETF (TOLZ)Spouse$1,001 - $15,000
  • John Marshall Collins Rollover IRA ⇒ TCW Transform 500 ETF (VOTE)Spouse$250,001 - $500,000
  • Zoe Lofgren Trad IRA ⇒ TCW Transform 500 ETF (VOTE)$1,001 - $15,000

Filing ledger

Newest trade first, as disclosed under the STOCK Act
TradedStockTypeAmountDisclosedFiled afterdays from trade
May 26, 2023Verizon Communications Inc.VZSale$1,001 - $15,000Jun 6, 202311 days
May 26, 2023NetApp, Inc.NTAPSale$1,001 - $15,000Jun 6, 202311 days
May 26, 2023PARAPARASale$1,001 - $15,000Jun 6, 202311 days
May 26, 2023AbbVie Inc.ABBVSale$1,001 - $15,000Jun 6, 202311 days
May 26, 2023WBKWBKSale$1,001 - $15,000Jun 6, 202311 days
May 26, 2023Wells Fargo & CompanyWFCSale$1,001 - $15,000Jun 6, 202311 days
May 26, 2023WBAWBASale$1,001 - $15,000Jun 6, 202311 days
May 26, 2023REITREITSale (Full)$1,001 - $15,000Jun 6, 202311 days
May 26, 2023Amazon.com, Inc.AMZNSale$1,001 - $15,000Jun 6, 202311 days
May 26, 2023American Tower CorporationAMTSale$1,001 - $15,000Jun 6, 202311 days
May 26, 2023BMOBMOSale$1,001 - $15,000Jun 6, 202311 days
May 26, 2023BELGIUMBELGIUMSale (Full)$1,001 - $15,000Jun 6, 202311 days
May 26, 2023KLA CorporationKLACSale (Full)$1,001 - $15,000Jun 6, 202311 days
May 26, 2023Deere & CompanyDESale (Full)$1,001 - $15,000Jun 6, 202311 days
May 26, 2023Applied Materials, Inc.AMATSale$1,001 - $15,000Jun 6, 202311 days
May 26, 2023BUDBUDSale$1,001 - $15,000Jun 6, 202311 days
May 26, 2023CVS Health Corp.CVSSale$1,001 - $15,000Jun 6, 202311 days
May 26, 2023Cisco Systems, Inc.CSCOSale$1,001 - $15,000Jun 6, 202311 days
May 26, 2023Citigroup Inc.CSale$1,001 - $15,000Jun 6, 202311 days
May 26, 2023Bank of America CorporationBACSale (Full)$15,001 - $50,000Jun 6, 202311 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.