Lucy McBath

D-GA-6 Representative for Georgia’s 6th district Democrat In Congress since 2019

Lucy McBath reported no stock trades since Oct 4, 2023. The 2025 annual report lists 543 assets.

Reported holdings

2025 annual report · filed Sep 11, 2026 · values at year end, in the ranges disclosed · changes vs 2024

Original

$2.4M–$12.1M sum of 543 disclosed ranges

Stock 527
Real estate 2
Cash 7
Fund 6
Other 1

AssetOwner Valuevs 2024
Farm PropertyReal estateSpouse$250K–$500KNew
HDHome Depot, Inc.Curtis - Fidelity Brokerage #1Spouse$250K–$500KNew
AMZNAmazon.com, Inc.Curtis - Fidelity Rollover IRASpouse$100K–$250KNew
MSFTMicrosoft CorporationCurtis - Fidelity Rollover IRASpouse$100K–$250KNew
NVDANVIDIA CorporationCurtis - Fidelity Rollover IRASpouse$100K–$250KNew
Residential Rental PropertyReal estateSpouse$100K–$250KNew
GOOGLAlphabet Inc.Curtis - Fidelity Rollover IRASpouse$50K–$100KNew
AAPLApple Inc.Curtis - Fidelity Rollover IRASpouse$50K–$100KNew
AVGOBroadcom Inc.Curtis - Fidelity Rollover IRASpouse$50K–$100KNew
XOMExxonMobil Holdings CorporationCurtis - Fidelity Rollover IRASpouse$50K–$100K▲ $1K–$15K
Lincoln Benefit Whole Life InsuranceOtherSpouse$50K–$100KNew
METAMeta Platforms, Inc.Curtis - Fidelity Rollover IRASpouse$50K–$100KNew
NVDANVIDIA CorporationCurtis - Fidelity Brokerage #2Spouse$50K–$100KNew
GOOGLAlphabet Inc.Curtis - Fidelity Brokerage #2Spouse$15K–$50KNew
GOOGLAlphabet Inc.Lucy - Fidelity Rollover IRASelf$15K–$50KNew
GOOGAlphabet Inc. - Class C Capital StockCurtis - Fidelity Brokerage #2Spouse$15K–$50KNew
GOOGAlphabet Inc. - Class C Capital StockCurtis - Fidelity Rollover IRASpouse$15K–$50KNew
AMZNAmazon.com, Inc.Curtis - Fidelity Brokerage #2Spouse$15K–$50KNew
AMZNAmazon.com, Inc.Lucy - Fidelity Rollover IRASelf$15K–$50KNew
APHAmphenol CorporationCurtis - Fidelity Rollover IRASpouse$15K–$50KNew
AAPLApple Inc.Curtis - Fidelity Brokerage #2Spouse$15K–$50KNew
BACBank of America CorporationCurtis - Fidelity Rollover IRASpouse$15K–$50KNew
BRK.BBerkshire Hathaway Inc. NewCurtis - Fidelity Rollover IRASpouse$15K–$50KNew
BABoeing CompanyCurtis - Fidelity Rollover IRASpouse$15K–$50KNew
BSXBoston Scientific CorporationCurtis - Fidelity Rollover IRASpouse$15K–$50KNew
AVGOBroadcom Inc.Curtis - Fidelity Brokerage #2Spouse$15K–$50KNew
CSCOCisco Systems, Inc.Curtis - Fidelity Rollover IRASpouse$15K–$50KNew
DALDelta Air Lines, Inc.Curtis - Fidelity Brokerage #1Spouse$15K–$50KNew
Delta Community Credit Union Savings AccountCashSpouse$15K–$50KNew
LLYEli Lilly and CompanyCurtis - Fidelity Rollover IRASpouse$15K–$50KNew
FCNTXFidelity Contra FundFundCurtis - Fidelity Joint WROSSpouse$15K–$50KNew
Fidelity Government Cash Reserves (FDRXX)CashCurtis - Fidelity Rollover IRASpouse$15K–$50KNew
FSKAXFidelity Total Market Index FundFundCurtis - Fidelity Roth IRASpouse$15K–$50KNew
GEGE AerospaceCurtis - Fidelity Rollover IRASpouse$15K–$50KNew
GEVGE Vernova Inc.Curtis - Fidelity Rollover IRASpouse$15K–$50KNew
GSKGSK plc American Depositary SharesCurtis - Fidelity Rollover IRASpouse$15K–$50KNew
KDPKeurig Dr Pepper Inc.Curtis - Fidelity Rollover IRASpouse$15K–$50KNew
MMCMarsh & McLennan Companies, Inc.Curtis - Fidelity Rollover IRASpouse$15K–$50KNew
MAMastercard IncorporatedCurtis - Fidelity Rollover IRASpouse$15K–$50KNew
MRKMerck & Company, Inc.Curtis - Fidelity Rollover IRASpouse$15K–$50KNew
METAMeta Platforms, Inc.Curtis - Fidelity Brokerage #2Spouse$15K–$50KNew
METAMeta Platforms, Inc.Lucy - Fidelity Rollover IRASelf$15K–$50KNew
MSFTMicrosoft CorporationCurtis - Fidelity Brokerage #2Spouse$15K–$50KNew
MSFTMicrosoft CorporationLucy - Fidelity Rollover IRASelf$15K–$50KNew
NVDANVIDIA CorporationLucy - Fidelity Rollover IRASelf$15K–$50KNew
NFLXNetflix, Inc.Curtis - Fidelity Rollover IRASpouse$15K–$50KNew
PNCPNC Financial Services Group, Inc.Curtis - Fidelity Rollover IRASpouse$15K–$50KNew
SHELShell PLC American Depositary SharesCurtis - Fidelity Rollover IRASpouse$15K–$50KNew
SNPSSynopsys, Inc.Curtis - Fidelity Rollover IRASpouse$15K–$50KNew
TSMTaiwan Semiconductor Manufacturing Company Ltd.Curtis - Fidelity Rollover IRASpouse$15K–$50KNew
TSLATesla, Inc.Curtis - Fidelity Brokerage #2Spouse$15K–$50KNew
CIThe Cigna GroupCurtis - Fidelity Rollover IRASpouse$15K–$50KNew
TRVThe Travelers Companies, Inc.Curtis - Fidelity Rollover IRASpouse$15K–$50KNew
VVisa Inc.Curtis - Fidelity Rollover IRASpouse$15K–$50KNew
WFCWells Fargo & CompanyCurtis - Fidelity Rollover IRASpouse$15K–$50KNew
WABWestinghouse Air Brake Technologies CorporationCurtis - Fidelity Rollover IRASpouse$15K–$50KNew
AMEAMETEK, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
ASMLASML Holding N.V. - New York Registry SharesCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
TAT&T Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15K▲ $0–$1K
ABBVAbbVie Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
ABTAbbott LaboratoriesCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
ACNAccenture plc Class A Ordinary SharesCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
ACNAccenture plc Class A Ordinary SharesCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
ACNAccenture plc Class A Ordinary SharesLucy - Fidelity Rollover IRASelf$1K–$15KNew
ADBEAdobe Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
ADBEAdobe Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
AMDAdvanced Micro Devices, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
AMDAdvanced Micro Devices, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
ALSNAllison Transmission Holdings, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
ALSNAllison Transmission Holdings, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
ALLAllstate CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
ALNYAlnylam Pharmaceuticals, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
GOOGAlphabet Inc. - Class C Capital StockLucy - Fidelity Rollover IRASelf$1K–$15KNew
MOAltria Group, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
AMCRAmcor plc Ordinary SharesCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
DOXAmdocs Limited - Ordinary SharesLucy - Fidelity Rollover IRASelf$1K–$15KNew
AEPAmerican Electric Power Company, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
AXPAmerican Express CompanyCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
AIGAmerican International Group, Inc. NewCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
AMTAmerican Tower CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
AMPAmeriprise Financial, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
AMGNAmgen Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
APHAmphenol CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
APHAmphenol CorporationLucy - Fidelity Rollover IRASelf$1K–$15KNew
ADIAnalog Devices, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
NLYAnnaly Capital Management Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
NLYAnnaly Capital Management Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
APOApollo Global Management, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
APOApollo Global Management, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
AAPLApple Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
AMATApplied Materials, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
APPApplovin CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
APPApplovin CorporationCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
APPApplovin CorporationLucy - Fidelity Rollover IRASelf$1K–$15KNew
ARESAres Management CorporationCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
ARESAres Management CorporationLucy - Fidelity Rollover IRASelf$1K–$15KNew
ANETArista Networks, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
ANETArista Networks, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
ANETArista Networks, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
AJGArthur J. Gallagher & Co.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
AJGArthur J. Gallagher & Co.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
ALABAstera Labs, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
AZNAstraZeneca PLC - American Depositary SharesCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
AZNAstraZeneca PLC - American Depositary SharesLucy - Fidelity Rollover IRASelf$1K–$15KNew
AZOAutoZone, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
AZOAutoZone, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
ADPAutomatic Data Processing, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
BJBJ's Wholesale Club Holdings, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
Bank of AmericaCashJoint$1K–$15KNew
BACBank of America CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
BACBank of America CorporationLucy - Fidelity Rollover IRASelf$1K–$15KNew
BAXBaxter International Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
BDXBecton, Dickinson and CompanyCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
BRK.BBerkshire Hathaway Inc. NewCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
BRK.BBerkshire Hathaway Inc. NewLucy - Fidelity Rollover IRASelf$1K–$15KNew
BIIBBiogen Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
BIIBBiogen Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
BLKBlackRock, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
BLKBlackRock, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
BLKBlackRock, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
BXBlackstone Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
BABoeing CompanyCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
BABoeing CompanyLucy - Fidelity Rollover IRASelf$1K–$15KNew
BKNGBooking Holdings Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
BKNGBooking Holdings Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
BSXBoston Scientific CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
BSXBoston Scientific CorporationLucy - Fidelity Rollover IRASelf$1K–$15KNew
EATBrinker International, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
BMYBristol-Myers Squibb CompanyCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
BTIBritish American Tobacco Industries, p.l.c. Common Stock ADRCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
BTIBritish American Tobacco Industries, p.l.c. Common Stock ADRLucy - Fidelity Rollover IRASelf$1K–$15KNew
AVGOBroadcom Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
BROBrown & Brown, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
BROBrown & Brown, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
BF.BBrown Forman IncCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
BF.BBrown Forman IncLucy - Fidelity Rollover IRASelf$1K–$15KNew
BRKRBruker CorporationCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
CHRWC.H. Robinson Worldwide, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
CHRWC.H. Robinson Worldwide, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
CFCF Industries Holdings, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
CMECME Group Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
CMECME Group Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
CMECME Group Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
CNSWFCONSTELLATION SFTWRE INCLucy - Fidelity Rollover IRASelf$1K–$15KNew
CRHCRH PLC Ordinary SharesCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
CRHCRH PLC Ordinary SharesLucy - Fidelity Rollover IRASelf$1K–$15KNew
CSXCSX CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
CVSCVS Health CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
CVSCVS Health CorporationCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
CVSCVS Health CorporationLucy - Fidelity Rollover IRASelf$1K–$15KNew
CDNSCadence Design Systems, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
CDNSCadence Design Systems, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
CDNSCadence Design Systems, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
CNQCanadian Natural Resources LimitedCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
COFCapital One Financial CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
COFCapital One Financial CorporationCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
COFCapital One Financial CorporationLucy - Fidelity Rollover IRASelf$1K–$15KNew
CPRICapri Holdings Limited Ordinary SharesCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
CAHCardinal Health, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
CAHCardinal Health, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
CVNACarvana Co.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
CashCashCurtis - Fidelity Brokerage #1Spouse$1K–$15KNew
Cash AccountCashSpouse$1K–$15KNew
CATCaterpillar, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
CLSCelestica, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
CORCencora, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
CORCencora, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
SCHWCharles Schwab CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
LNGCheniere Energy, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
CVXChevron CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
CMGChipotle Mexican Grill, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
CMGChipotle Mexican Grill, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
CBChubb LimitedCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
CTASCintas CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
CTASCintas CorporationCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
CTASCintas CorporationLucy - Fidelity Rollover IRASelf$1K–$15KNew
CSCOCisco Systems, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
CSCOCisco Systems, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
CCitigroup, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
CFGCitizens Financial Group, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
KOCoca-Cola CompanyCurtis - Fidelity Brokerage #1Spouse$1K–$15KNew
KOCoca-Cola CompanyCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
KOCoca-Cola CompanyCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
KOCoca-Cola CompanyLucy - Fidelity Rollover IRASelf$1K–$15KNew
CTSHCognizant Technology Solutions CorporationLucy - Fidelity Rollover IRASelf$1K–$15KNew
CLColgate-Palmolive CompanyCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
CMCSAComcast CorporationCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
CMCSAComcast CorporationLucy - Fidelity Rollover IRASelf$1K–$15KNew
COMPCompass, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
COPConocoPhillipsCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
COPConocoPhillipsCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
COPConocoPhillipsLucy - Fidelity Rollover IRASelf$1K–$15KNew
CEGConstellation Energy Corporation - Common Stock When- IssuedCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
CEGConstellation Energy Corporation - Common Stock When- IssuedCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
CEGConstellation Energy Corporation - Common Stock When- IssuedLucy - Fidelity Rollover IRASelf$1K–$15KNew
CTVACorteva, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
COSTCostco Wholesale CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
COSTCostco Wholesale CorporationCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
COSTCostco Wholesale CorporationLucy - Fidelity Rollover IRASelf$1K–$15KNew
CCICrown Castle Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
CCICrown Castle Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
CCKCrown Holdings, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
CCKCrown Holdings, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
CMICummins Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
CMICummins Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
CMICummins Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
DHID.R. Horton, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
DHRDanaher CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
DHRDanaher CorporationCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
DEDeere & CompanyCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
DEDeere & CompanyCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
DEDeere & CompanyLucy - Fidelity Rollover IRASelf$1K–$15KNew
DALDelta Air Lines, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
Delta Community Credit Union Savings AccountCashSelf$1K–$15KNew
DEODiageo plcCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
DEODiageo plcLucy - Fidelity Rollover IRASelf$1K–$15KNew
DLRDigital Realty Trust, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
DASHDoorDash, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
DOWDow Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
DKNGDraftKings Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
DUKDuke Energy CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
EOGEOG Resources, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
ETNEaton Corporation, PLC Ordinary SharesCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
ETNEaton Corporation, PLC Ordinary SharesCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
ETNEaton Corporation, PLC Ordinary SharesLucy - Fidelity Rollover IRASelf$1K–$15KNew
ELVElevance Health, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
LLYEli Lilly and CompanyCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
LLYEli Lilly and CompanyLucy - Fidelity Rollover IRASelf$1K–$15KNew
EMREmerson Electric CompanyCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
EMREmerson Electric CompanyCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
EQIXEquinix, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
EQHEquitable Holdings, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
ELEstee Lauder Companies, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
ESEversource EnergyCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
ESEversource EnergyLucy - Fidelity Rollover IRASelf$1K–$15KNew
EXCExelon CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
EXLSExlService Holdings, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
EXPDExpeditors International of Washington, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
XOMExxonMobil Holdings CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KSame band
XOMExxonMobil Holdings CorporationCurtis - Fidelity Joint WROSSpouse$1K–$15KSame band
XOMExxonMobil Holdings CorporationLucy - Fidelity Rollover IRASelf$1K–$15KNew
FQVLFFIRST QUANTUM MINERALSCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
FQVLFFIRST QUANTUM MINERALSLucy - Fidelity Rollover IRASelf$1K–$15KNew
FTAIFTAI Aviation Ltd.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
FICOFair Isaac CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
FDXFedEx CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
FDXFedEx CorporationCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
FDXFedEx CorporationLucy - Fidelity Rollover IRASelf$1K–$15KNew
FERGFerguson Enterprises Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
FERGFerguson Enterprises Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
FDRXXFidelity Cash ReservesFundCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
FSMAXFidelity Extended Market Index FundFundCurtis - Fidelity Roth IRASpouse$1K–$15KNew
Fidelity Government Cash ReservesCashLucy - Fidelity Rollover IRASelf$1K–$15KNew
FSPSXFidelity International Index FundFundCurtis - Fidelity Roth IRASpouse$1K–$15KNew
FNFFidelity National Financial, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
FXNAXFidelity U.S. Bond Index FundFundCurtis - Fidelity Roth IRASpouse$1K–$15KNew
FSLRFirst Solar, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
FEFirstEnergy Corp.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
GEGE AerospaceCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
GEGE AerospaceLucy - Fidelity Rollover IRASelf$1K–$15KNew
GEVGE Vernova Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
GEVGE Vernova Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
GSKGSK plc American Depositary SharesLucy - Fidelity Rollover IRASelf$1K–$15KNew
GRMNGarmin Ltd.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
GENGen Digital Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
GENGen Digital Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
GMGeneral Motors CompanyCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
GILDGilead Sciences, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
GILDGilead Sciences, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
GILDGilead Sciences, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
GDDYGoDaddy Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
GSGoldman Sachs Group, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
HRBH&R Block, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
HRBH&R Block, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
HCAHCA Healthcare, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
HCAHCA Healthcare, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
HLNHaleon plc American Depositary SharesCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
HLNHaleon plc American Depositary SharesLucy - Fidelity Rollover IRASelf$1K–$15KNew
HEI.AHeico CorporationCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
HEI.AHeico CorporationLucy - Fidelity Rollover IRASelf$1K–$15KNew
HLTHilton Worldwide Holdings Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
HLTHilton Worldwide Holdings Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
HDHome Depot, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
HUMHumana Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
IMOImperial Oil LimitedCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
IMOImperial Oil LimitedLucy - Fidelity Rollover IRASelf$1K–$15KNew
INTCIntel CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
IBMInternational Business Machines CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
INTUIntuit Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
ISRGIntuitive Surgical, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
JPMJP Morgan Chase & Co.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
JPMJP Morgan Chase & Co.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
JPMJP Morgan Chase & Co.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
JNJJohnson & JohnsonCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
JNJJohnson & JohnsonCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
JNJJohnson & JohnsonLucy - Fidelity Rollover IRASelf$1K–$15KNew
KKRKKR & Co. Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
KKRKKR & Co. Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
KLACKLA CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
KLACKLA CorporationCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
KLACKLA CorporationLucy - Fidelity Rollover IRASelf$1K–$15KNew
KVUEKenvue Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
KVUEKenvue Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
KDPKeurig Dr Pepper Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
KNXKnight-Swift Transportation Holdings Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
KNXKnight-Swift Transportation Holdings Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
KRKroger CompanyCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
LHXL3Harris Technologies, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
LHXL3Harris Technologies, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
LVMUYLVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary ReceiptCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
LRCXLam Research CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
LRCXLam Research CorporationCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
LRCXLam Research CorporationLucy - Fidelity Rollover IRASelf$1K–$15KNew
LDOSLeidos Holdings, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
LENLennar CorporationCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
LINLinde plc - Ordinary SharesCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
LINLinde plc - Ordinary SharesCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
LINLinde plc - Ordinary SharesLucy - Fidelity Rollover IRASelf$1K–$15KNew
LMTLockheed Martin CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
LMTLockheed Martin CorporationCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
LMTLockheed Martin CorporationLucy - Fidelity Rollover IRASelf$1K–$15KNew
LOWLowe's Companies, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
LOWLowe's Companies, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
LOWLowe's Companies, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
LITELumentum Holdings Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
MTBM&T Bank CorporationCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
MTBM&T Bank CorporationLucy - Fidelity Rollover IRASelf$1K–$15KNew
MSCIMSCI Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
MPCMarathon Petroleum CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
MARMarriott InternationalCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
MARMarriott InternationalLucy - Fidelity Rollover IRASelf$1K–$15KNew
MMCMarsh & McLennan Companies, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
MLMMartin Marietta Materials, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
MLMMartin Marietta Materials, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
MRVLMarvell Technology, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
MRVLMarvell Technology, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
MAMastercard IncorporatedCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
MAMastercard IncorporatedLucy - Fidelity Rollover IRASelf$1K–$15KNew
MMSMaximus, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
MKCMcCormick & Company, IncorporatedCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
MCDMcDonald's CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
MCKMcKesson CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
MCKMcKesson CorporationCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
MCKMcKesson CorporationLucy - Fidelity Rollover IRASelf$1K–$15KNew
MDTMedtronic plc. Ordinary SharesCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
MRKMerck & Company, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
MRKMerck & Company, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
MUMicron Technology, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
MUMicron Technology, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
MUMicron Technology, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
MHKMohawk Industries, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
MDLZMondelez International, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
MDLZMondelez International, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
MPWRMonolithic Power Systems, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
MCOMoody's CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
MCOMoody's CorporationCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
MCOMoody's CorporationLucy - Fidelity Rollover IRASelf$1K–$15KNew
MSMorgan StanleyCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
MSMorgan StanleyLucy - Fidelity Rollover IRASelf$1K–$15KNew
MOSMosaic CompanyCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
MSIMotorola Solutions, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
MSIMotorola Solutions, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
MUSAMurphy USA Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
NGGNational Grid Transco, PLC National Grid PLCCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
NGGNational Grid Transco, PLC National Grid PLCLucy - Fidelity Rollover IRASelf$1K–$15KNew
NFLXNetflix, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
NFLXNetflix, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
NEMNewmont CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
NEMNewmont CorporationCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
NEMNewmont CorporationLucy - Fidelity Rollover IRASelf$1K–$15KNew
NEENextEra Energy, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
NKENike, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
NSCNorfolk Southern CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
NTRSNorthern Trust CorporationCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
NTRSNorthern Trust CorporationLucy - Fidelity Rollover IRASelf$1K–$15KNew
NOCNorthrop Grumman CorporationCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
NUENucor CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
NTRNutrien Ltd. Common SharesCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
NTRNutrien Ltd. Common SharesLucy - Fidelity Rollover IRASelf$1K–$15KNew
ORLYO'Reilly Automotive, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
ORLYO'Reilly Automotive, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
ORLYO'Reilly Automotive, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
ORCLOracle CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
ORCLOracle CorporationCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
PCARPACCAR Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
PRNDYPERNOD RICARD S A SP/ADRCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
PNCPNC Financial Services Group, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
PNCPNC Financial Services Group, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
PPLPPL CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
PCGPacific Gas & Electric Co.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
PCGPacific Gas & Electric Co.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
PLTRPalantir Technologies Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
PLTRPalantir Technologies Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
PANWPalo Alto Networks, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
PHParker-Hannifin CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
PYPLPayPal Holdings, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
PNRPentair plc. Ordinary ShareCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
PNRPentair plc. Ordinary ShareLucy - Fidelity Rollover IRASelf$1K–$15KNew
PEPPepsico, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
PFEPfizer, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
PMPhilip Morris International IncCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
PMPhilip Morris International IncCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
PMPhilip Morris International IncLucy - Fidelity Rollover IRASelf$1K–$15KNew
PFGPrincipal Financial Group IncCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
PGProcter & Gamble CompanyCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
PGProcter & Gamble CompanyCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
PGProcter & Gamble CompanyLucy - Fidelity Rollover IRASelf$1K–$15KNew
PGRProgressive CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
PGRProgressive CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
PLDPrologis, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
QCOMQUALCOMM IncorporatedCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
QCOMQUALCOMM IncorporatedCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
PWRQuanta Services, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
PWRQuanta Services, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
RHRHCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
RTXRTX CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
RRXRegal Rexnord CorporationCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
RRXRegal Rexnord CorporationLucy - Fidelity Rollover IRASelf$1K–$15KNew
REGNRegeneron Pharmaceuticals, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
RSGRepublic Services, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
RSGRepublic Services, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
RSGRepublic Services, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
RMDResMed Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
HOODRobinhood Markets, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
RBLXRoblox CorporationCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
ROLRollins, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
ROLRollins, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
ROSTRoss Stores, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
ROSTRoss Stores, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
SPGIS&P Global Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
SPGIS&P Global Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
SPGIS&P Global Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
SAPSAP SE ADSCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
SAPSAP SE ADSLucy - Fidelity Rollover IRASelf$1K–$15KNew
CRMSalesforce, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
CRMSalesforce, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
CRMSalesforce, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
NOWServiceNow, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
NOWServiceNow, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
SNSharkNinja, Inc. Ordinary SharesCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
SHELShell PLC American Depositary SharesLucy - Fidelity Rollover IRASelf$1K–$15KNew
SHOPShopify Inc. - Class A Subordinate Voting SharesCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
SPGSimon Property Group, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
SNAPSnap Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
SNOWSnowflake Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
SGISomnigroup International Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
SOSouthern CompanyCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
SOSouthern CompanyCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
SOSouthern CompanyLucy - Fidelity Rollover IRASelf$1K–$15KNew
SFMSprouts Farmers Market, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
SBUXStarbucks CorporationCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
SBUXStarbucks CorporationLucy - Fidelity Rollover IRASelf$1K–$15KNew
SYKStryker CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
SYFSynchrony FinancialCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
SNPSSynopsys, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
SNPSSynopsys, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
TMUST-Mobile US, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
TELTE Connectivity plc Ordinary SharesCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
TJXTJX Companies, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
TJXTJX Companies, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
TJXTJX Companies, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
TSMTaiwan Semiconductor Manufacturing Company Ltd.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
TGTTarget CorporationCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
TGTTarget CorporationLucy - Fidelity Rollover IRASelf$1K–$15KNew
TSLATesla, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
TSLATesla, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
TXNTexas Instruments IncorporatedCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
TXTTextron Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
BKThe Bank of New York Mellon CorporationCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
CIThe Cigna GroupCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
CIThe Cigna GroupLucy - Fidelity Rollover IRASelf$1K–$15KNew
HIGThe Hartford Insurance Group, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
HIGThe Hartford Insurance Group, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
HIGThe Hartford Insurance Group, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
TRVThe Travelers Companies, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
TMOThermo Fisher Scientific IncCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
TMOThermo Fisher Scientific IncCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
TMOThermo Fisher Scientific IncLucy - Fidelity Rollover IRASelf$1K–$15KNew
TOLToll Brothers, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
BLDTopBuild Corp.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
TTTrane Technologies plcCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
TTTrane Technologies plcCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
TTTrane Technologies plcLucy - Fidelity Rollover IRASelf$1K–$15KNew
TDGTransdigm Group IncorporatedCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
TDGTransdigm Group IncorporatedCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
TDGTransdigm Group IncorporatedLucy - Fidelity Rollover IRASelf$1K–$15KNew
TFCTruist Financial CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
TWLOTwilio Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
TYLTyler Technologies, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
TYLTyler Technologies, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
USBU.S. BancorpCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
USBU.S. BancorpCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
USBU.S. BancorpLucy - Fidelity Rollover IRASelf$1K–$15KNew
UCBJYUCB SA UNSP/ADRCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
UCBJYUCB SA UNSP/ADRLucy - Fidelity Rollover IRASelf$1K–$15KNew
USFDUS Foods Holding Corp.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
USFDUS Foods Holding Corp.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
UBERUber Technologies, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
UBERUber Technologies, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
ULTAUlta Beauty, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
ULTAUlta Beauty, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
UNPUnion Pacific CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
UALUnited Airlines Holdings, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
UPSUnited Parcel Service, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
UPSUnited Parcel Service, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
UNHUnitedHealth Group IncorporatedCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
UNHUnitedHealth Group IncorporatedCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
UNHUnitedHealth Group IncorporatedLucy - Fidelity Rollover IRASelf$1K–$15KNew
VRSKVerisk Analytics, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
VRSKVerisk Analytics, Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
VZVerizon Communications Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
VRTXVertex Pharmaceuticals IncorporatedCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
VRTVertiv Holdings, LLCCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
VVisa Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
VVisa Inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
VMCVulcan Materials CompanyCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
VMCVulcan Materials CompanyLucy - Fidelity Rollover IRASelf$1K–$15KNew
WMTWalmart Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
DISWalt Disney CompanyCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
DISWalt Disney CompanyCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
DISWalt Disney CompanyLucy - Fidelity Rollover IRASelf$1K–$15KNew
WBDWarner Bros. Discovery, Inc. - Series ACurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
WMGWarner Music Group Corp.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
WCNWaste Connections, Inc. Common SharesCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
WCNWaste Connections, Inc. Common SharesLucy - Fidelity Rollover IRASelf$1K–$15KNew
WMWaste Management, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
WFCWells Fargo & CompanyCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
WFCWells Fargo & CompanyLucy - Fidelity Rollover IRASelf$1K–$15KNew
WELLWelltower Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
WELLWelltower Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
WERNWerner Enterprises, Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
WDCWestern Digital CorporationCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
WABWestinghouse Air Brake Technologies CorporationCurtis - Fidelity Brokerage #2Spouse$1K–$15KNew
WABWestinghouse Air Brake Technologies CorporationLucy - Fidelity Rollover IRASelf$1K–$15KNew
WMBWilliams Companies, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
WTWWillis Towers Watson Public Limited Company - Ordinary SharesCurtis - Fidelity Rollover IRASpouse$1K–$15KNew
WTWWillis Towers Watson Public Limited Company - Ordinary SharesLucy - Fidelity Rollover IRASelf$1K–$15KNew
WINGWingstop Inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
YUMYum! Brands, Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
EBAYeBay Inc.Curtis - Fidelity Brokerage #2Spouse$1K–$15KNew
LULUlululemon athletica inc.Curtis - Fidelity Rollover IRASpouse$1K–$15KNew
LULUlululemon athletica inc.Lucy - Fidelity Rollover IRASelf$1K–$15KNew
ADSKAutodesk, Inc.Curtis - Fidelity Brokerage #2Spouse$0–$1KNew

Not in the 2025 report

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

Fidelity Large Cap Growth $250K–$500K
Fidelity S&P 500 Index Fund $250K–$500K
Fidelity Contra Fund Comingled Pool $100K–$250K
Fidelity Small/Mid Cap Index Fund $100K–$250K
Fidelity Small/Mid Growth Index Fund $100K–$250K
SPDR S&P 500 ETF $50K–$100K
IShares Core US Aggregate Bond ETF $15K–$50K
IShares Russell 2000 ETF $15K–$50K
SPDR S&P Mid Cap 400 ETF $15K–$50K
Vanguard Immediate Term Corp Bond ETF $15K–$50K
Cambiar Global Ultra Focus $1K–$15K
Deutsche X Trackers MSCO EAFE Hedged Equity FTF $1K–$15K
Fidelity Contra Fund $1K–$15K
Fidelity Extended Market Index Fund $1K–$15K
Fidelity Extended Market Index Fund $1K–$15K
Fidelity International Index Fund $1K–$15K
Fidelity Small Cap Discovery $1K–$15K
Fidelity Total Market Index Fund $1K–$15K
Fidelity US Bond Index Fund $1K–$15K
IShares MSCI EAFE Small Cap ETF $1K–$15K
Vanguard FTSE Developed Markets ETF $1K–$15K
Walthausen Small Cap Fund $1K–$15K
iShares 7-10 Year Treasury Bond ETF $1K–$15K

Source filings

Every report we read for this page · newest first

Sep 11, 2026 2025 annual report 548 assets View original
Aug 12, 2025 2024 annual report 25 assets View original
Aug 13, 2024 2023 annual report 25 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.