Lois Frankel

D-FL-22 Representative for Florida’s 22nd district Democrat In Congress since 2013

Appropriations

Lois Frankel reported no stock trades since Oct 4, 2023. The 2025 annual report lists 36 assets.

Reported holdings

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

Original

$1.7M–$3.9M sum of 36 disclosed ranges

Fund 25
Stock 5
Other 3
Cash 3

AssetOwner Valuevs 2024
MSUXXMorgan Stanley Insti Liq Fds, Treasury Sec Ptf Insti ClFundMorgan Stanley IRA - X529Self$500K–$1MSame band
T Rowe Price Cap Apprec AdvFundMorgan Stanley IRA - X529Self$250K–$500KSame band
Blue Owl Credit Inc CorpOtherMorgan Stanley IRA - X085Self$100K–$250KSame band
FS Credit REIT Cl IMorgan Stanley IRA - X085Self$100K–$250KSame band
MFS International Value AFundMorgan Stanley IRA - X529Self$100K–$250KSame band
MSFTMicrosoft CorporationMorgan Stanley IRA - X529Self$100K–$250KSame band
AMG Yachtman Focused NFundMorgan Stanley IRA - X529Self$50K–$100K▲ $15K–$50K
Brandywine Global-Global Opps Bond ISFundCity of West Palm Beach 401(a) Defined Contribution Retir...Self$50K–$100KSame band
Dodge & Cox Income Fund Class XFundCity of West Palm Beach 401(a) Defined Contribution Retir...Self$50K–$100KSame band
GA Blackrock Disciplined Mid CFundMorgan Stanley IRA - X140 ⇒ Commonwealth Allmerica Select...Self$50K–$100K▲ $15K–$50K
JP Morgan Equity Income AFundMorgan Stanley IRA - X529Self$50K–$100KSame band
SPDR Gold TrustFundMorgan Stanley IRA - X529Self$50K–$100K▲ $15K–$50K
BlackRock Bond Income PortfolioFundMetLife-Preference Plus Select L Class AnnuitySelf$15K–$50KSame band
SHSAXBlackRock HlthSc Op AFundMorgan Stanley IRA - X529Self$15K–$50KNew
E V Adv Floating Rate AFundMorgan Stanley IRA - X529Self$15K–$50KSame band
IBMInternational Business Machines CorporationSelf$15K–$50KSame band
MFS VIT Utilities FundFundMorgan Stanley IRA - X140 ⇒ Commonwealth Allmerica Select...Self$15K–$50KSame band
MFS Value Portfolio (Class B)FundMetLife-Preference Plus Select L Class AnnuitySelf$15K–$50KSame band
MSCI EAFE Index PortfolioFundMetLife-Preference Plus Select L Class AnnuitySelf$15K–$50KSame band
Neuberger Berman Genesis PortfolioFundMetLife-Preference Plus Select L Class AnnuitySelf$15K–$50KSame band
PGIM Jennison Health Sciences AFundMorgan Stanley IRA - X529Self$15K–$50KSame band
PEMGXPrincipal Fds, Inc. MidCap Fd Cl AFundMorgan Stanley IRA - X529Self$15K–$50KNew
PRUPrudential Financial, Inc.Self$15K–$50KSame band
The City of WPB Custom Stable Value FundOtherCity of West Palm Beach 457 Deferred Compensation PlanSelf$15K–$50KSame band
Victory Sycamore Mid Cap Value PortfolioFundMetLife-Preference Plus Select L Class AnnuitySelf$15K–$50KSame band
Virtus Kar Small-Cap Growth AFundMorgan Stanley IRA - X529Self$15K–$50KSame band
XOMExxon Mobil CorporationLois J. Frankel Living TrustSelf$1K–$15KSame band
First Horizon BankCashSelf$1K–$15KSame band
GLAT Blackrock Dscplnd Mid CapFundMorgan Stanley IRA - X140 ⇒ Commonwealth Allmerica Select...Self$1K–$15KSame band
GS VIT Money MarketFundMorgan Stanley IRA - X140 ⇒ Commonwealth Allmerica Select...Self$1K–$15KSame band
Invesco QQQ TrustFundMorgan Stanley IRA - X529Self$1K–$15KSame band
Lazard Glb Lstd Infr Ptf OpnFundMorgan Stanley IRA - X529Self$1K–$15KSame band
Morgan Stanley Bank N.A.CashLois J. Frankel Living TrustSelf$1K–$15K▲ $0–$1K
PIMCO Foreign Bond (Hedged) AFundMorgan Stanley IRA - X529Self$1K–$15KSame band
Morgan Stanley Private Bank N.A.CashMorgan Stanley IRA - X529Self$0–$1KSame band
Florida Retirement System Pension PlanOtherSelfUndeterminedSame band

Not in the 2025 report

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

Blackrock Health Science Ptf A $15K–$50K
Principal Midcap A $15K–$50K
Morgan Stanley Private Bank NA# $0–$1K

Source filings

Every report we read for this page · newest first

May 12, 2026 2025 annual report 36 assets View original
May 15, 2025 2024 annual report 38 assets View original
Aug 9, 2024 2023 annual report 42 assets View original
May 14, 2024 Periodic transaction report 1 trade View original
Oct 10, 2023 Periodic transaction report 103 trades 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.