Follow-The-Filings

Joseph D. Morelle

D-NY-25 Representative for New York’s 25th district Democrat In Congress since 2018

Joseph D. Morelle reported no stock trades since Oct 4, 2023. The 2025 annual report lists 24 assets.

Reported holdings

2025 annual report · filed Aug 12, 2026 · values at year end, in the ranges disclosed · changes vs 2024

Original
$339K–$962K sum of 24 disclosed ranges
  • Other 6
  • Fund 14
  • Cash 4
  1. American Funds - New Perspective Fund-F1 (NPFFX), 100% Interest, 100% InterestOtherSpouse$250K–$500KSame band
  2. Fidelity MMKT Premium ClassCashJoint$15K–$50KSame band
  3. Invesco Dynamic Leisure and Entertainment ETFFundJoint$15K–$50KSame band
  4. M&T BankCashJoint$15K–$50KSame band
  5. Vanguard Mid-Cap Index Fund ETFFundJoint$15K–$50KSame band
  6. VTVVanguard Value ETFFundJoint$15K–$50KSame band
  7. American Express National BankCashJoint$1K–$15KSame band
  8. BSIIXBlackRock Strategic Income Opportunities Portfolio - InstitutionalFundSelf$1K–$15KNew
  9. FPACXFPA Funds Trust, FPA Crescent Portfolio Institutional ClassFundSelf$1K–$15KNew
  10. FPNIXFPA New Income Institutional ClassFundSelf$1K–$15KNew
  11. MetLife Universal LifeOtherSelf$1K–$15KSame band
  12. MetLife Universal LifeOtherSpouse$1K–$15KSame band
  13. PFIUXPIMCO Dynamic Bond Fund Class INSTLFundSelf$1K–$15KNew
  14. Prudential Insurance Universal LifeOtherSpouse$1K–$15KSame band
  15. Putnam Growth Opportunities Fund Class AFundJoint$1K–$15KSame band
  16. Putnam Sustainable Leaders Fund Class AFundJoint$1K–$15KSame band
  17. PRWCXT. Rowe Price Capital Appreciation FundFundSelf$1K–$15KNew
  18. IFAFXThe Income Fund of America, Class F-1 SharesFundSelf$1K–$15KNew
  19. VWENXVanguard Wellington Fund Admiral SharesFundSelf$1K–$15KNew
  20. IGSBiShares 1-5 Year Investment Grade Corporate Bond ETFFundSelf$1K–$15KNew
  21. Fidelity MMKT Premium ClassCashSelf$0–$1KNew
  22. PEYAXPutnam Equity Income Fund Class AFundJoint$0–$1KSame band
  23. New York State & Local Retirement SystemOtherSelfUndeterminedSame band
  24. New York State Teachers' Retirement SystemOtherSpouseUndeterminedSame band

Not in the 2025 report

Listed in 2024 with a value, gone a year later: sold, or under $1,001.

  • United States Savings Bonds Series E $1K–$15K
  • Vaymont Ventures LLC, 25% Interest $1K–$15K

Source filings

Every report we read for this page · newest first

  1. Aug 12, 2026 2025 annual report 25 assets View original
  2. Jul 25, 2025 2024 annual report 17 assets View original
  3. May 14, 2024 2023 annual report 16 assets View original

From STOCK Act disclosures filed with the Clerk of the House. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.