Sheldon Whitehouse
D-RI Senator for Rhode Island Democrat In Congress since 2007
- 110trades · 3 yrs
- 15buys
- 95sells
- 24dmedian wait
- 3filed late
Sheldon Whitehouse disclosed 110 trades made since Oct 4, 2023: 15 buys and 95 sales. The most traded name was NVDA (12 trades). 41 of them were a spouse's or joint account's. The latest, made Sep 4, 2026, was filed Oct 1, 2026.
Trades over time
Buys above the line, sells below · bigger dots, bigger ranges · tails run to the filing date
Buys
Sells
Trades
110 trades since Oct 4, 2023 · newest first · 14 in an industry a committee of theirs oversees
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JPMJP Morgan Chase & Co.Sell · part$15K–$50KTraded Sep 4Filed Oct 1 27d
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VVisa Inc.Sell · part$1K–$15KTraded Sep 4Filed Oct 1 27d
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VVisa Inc.Sell · part$1K–$15KTraded Sep 4Filed Oct 1 27d
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ADIAnalog Devices, Inc.Sell · part$1K–$15KTraded Sep 4Filed Oct 1 27d
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JPMJP Morgan Chase & Co.Sell · part$15K–$50KTraded Sep 4Filed Oct 1 27d
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LRCXLam Research CorporationSell · part$1K–$15KTraded Aug 13Filed Sep 2 20d
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NVDANVIDIA CorporationSell · part$1K–$15KTraded Aug 13Filed Sep 2 20d
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NVDANVIDIA CorporationSell · part$15K–$50KTraded Aug 13Filed Sep 2 20d
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AMGNAmgen Inc.Sell · part$1K–$15KTraded Aug 12Filed Sep 2 21d
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SDZNYSandoz Group AG ADRSell$1K–$15KTraded Aug 6Filed Sep 2 27d
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LOWLowe's Companies, Inc.Sell · part$1K–$15KTraded Jul 20Filed Aug 3 14d
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NVDANVIDIA CorporationSell · part$15K–$50KTraded Jun 30Filed Jul 8 8d
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MUMicron Technology, Inc.Buy$1K–$15KTraded Jun 25Filed Jul 8 13d
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COHRCoherent Corp.Buy$15K–$50KTraded Jun 25Filed Jul 8 13d
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CCICrown Castle Inc.Sell$1K–$15KTraded Jun 25Filed Jul 8 13d
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AAPLApple Inc.Sell · part$15K–$50KTraded Jun 24Filed Jul 8 14d
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AAPLApple Inc.Sell · part$15K–$50KTraded Jun 24Filed Jul 8 14d
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NVDANVIDIA CorporationSell · part$100K–$250KTraded May 8Filed Jun 2 25d
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NVDANVIDIA CorporationSell · part$100K–$250KTraded May 8Filed Jun 2 25d
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ORCLOracle CorporationSell · part$15K–$50KTraded May 7Filed Jun 2 26d
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JPMJP Morgan Chase & Co.Sell · part$15K–$50KTraded Apr 13Filed May 4 21d
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PEPPepsiCo, Inc.Sell$1K–$15KTraded Mar 30Filed Apr 8 9d
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PEPPepsiCo, Inc.Sell · part$1K–$15KTraded Feb 23Filed Mar 6 11d
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MAMastercard IncorporatedSell · part$1K–$15KTraded Feb 23Filed Mar 6 11d
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VZVerizon Communications Inc.Sell$1K–$15KTraded Feb 23Filed Mar 6 11d
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PEPPepsiCo, Inc.Sell · part$1K–$15KTraded Feb 23Filed Mar 6 11d
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HDHome Depot, Inc. (The)Sell$1K–$15KTraded Feb 23Filed Mar 6 11d
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MCDMcDonald's CorpSell$15K–$50KTraded Jan 9Filed Feb 4 26d
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NVDANvidia CorpSell · part$1K–$15KTraded Jan 9Filed Feb 4 26d
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SBUXStarbucks CorpSell$1K–$15KTraded Jan 9Filed Feb 4 26d
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HDHome DepotSell · part$1K–$15KTraded Jan 9Filed Feb 4 26d
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NVDANvidia CorpSell · part$1K–$15KTraded Jan 9Filed Feb 4 26d
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SBUXStarbucks CorpSell$1K–$15KTraded Jan 9Filed Feb 4 26d
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HSYHershey Foods CorpBuy$1K–$15KTraded Nov 21, 2025Filed Dec 1, 2025 10d
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KOCoca-Cola CompanyBuy$1K–$15KTraded Nov 21, 2025Filed Dec 1, 2025 10d
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GHGuardant Health IncBuy$1K–$15KTraded Nov 21, 2025Filed Dec 1, 2025 10d
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PGRProgressive CorpSell$15K–$50KTraded Oct 27, 2025Filed Nov 3, 2025 7d
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NVDANvidia CorpSell · part$15K–$50KTraded Oct 20, 2025Filed Nov 3, 2025 14d
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MSFTMicrosoft CorpSell · part$15K–$50KTraded Sep 4, 2025Filed Oct 3, 2025 29d
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AAPLApple IncSell · part$15K–$50KTraded Sep 4, 2025Filed Oct 3, 2025 29d
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AMGNAmgen IncSell$1K–$15KTraded Sep 4, 2025Filed Oct 3, 2025 29d
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RI INFRASTRUCTURE BK SAFE DRINKIN Rate/Coupon: 3.0% Matures: 10/01/2032Sell$15K–$50KTraded Sep 4, 2025Filed Oct 3, 2025 29d
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HONHoneywell International IncSell$15K–$50KTraded Sep 4, 2025Filed Oct 3, 2025 29d
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NVDANvidia CorpSell · part$15K–$50KTraded Sep 4, 2025Filed Oct 3, 2025 29d
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VZVerizon Communications IncSell$1K–$15KTraded Sep 4, 2025Filed Oct 3, 2025 29d
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UNHUnitedhealth Group IncSell$15K–$50KTraded Sep 4, 2025Filed Oct 3, 2025 29d
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DHRDanaher CorpSell$1K–$15KTraded Aug 28, 2025Filed Sep 3, 2025 6d
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KVUEKenvue IncSell$1K–$15KTraded Aug 28, 2025Filed Sep 3, 2025 6d
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LRCXLam Research CorpSell · part$15K–$50KTraded Aug 28, 2025Filed Sep 3, 2025 6d
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UNHUnitedhealth Group IncSell$15K–$50KTraded Aug 28, 2025Filed Sep 3, 2025 6d
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NVDANvidia CorpSell · part$15K–$50KTraded Jul 7, 2025Filed Aug 4, 2025 28d
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ADIAnalog DevicesSell$15K–$50KTraded Jul 3, 2025Filed Aug 4, 2025 32d
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ELEstee Lauder CompaniesSell$1K–$15KTraded Apr 29, 2025Filed May 13, 2025 14d
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SBUXStarbucks CorpSell · part$15K–$50KTraded Apr 14, 2025Filed May 13, 2025 29d
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AAPLApple IncSell · part$15K–$50KTraded Apr 14, 2025Filed May 13, 2025 29d
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NVDANvidia CorpSell · part$15K–$50KTraded Apr 14, 2025Filed May 13, 2025 29d
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SBUXStarbucks CorpSell · part$1K–$15KTraded Apr 11, 2025Filed May 13, 2025 32d
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SBUXStarbucks CorporationSell · part$1K–$15KTraded Apr 11, 2025Filed May 13, 2025 32d
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HONHoneywell International IncSell$15K–$50KTraded Apr 3, 2025Filed May 13, 2025 40d
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NVDANvidia CorpSell · part$15K–$50KTraded Jan 6, 2025Filed Jan 8, 2025 2d
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AAPLApple IncSell · part$15K–$50KTraded Dec 19, 2024Filed Jan 8, 2025 20d
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LRCXLam Research CorpSell$15K–$50KTraded Dec 19, 2024Filed Jan 8, 2025 20d
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RI HEALTH & EDL BLDG CORP Rate/Coupon: 4.00% Matures: 09/15/2034Sell$15K–$50KTraded Nov 19, 2024Filed Dec 5, 2024 16d
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METMetlife IncSell$1K–$15KTraded Nov 19, 2024Filed Dec 5, 2024 16d
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KVUEKenvue IncSell$1K–$15KTraded Nov 18, 2024Filed Dec 5, 2024 17d
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LLYEli Lilly and CompanyBuy$15K–$50KTraded Oct 30, 2024Filed Nov 7, 2024 8d
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MAMastercard IncSell · part$1K–$15KTraded Oct 29, 2024Filed Nov 7, 2024 9d
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HONHoneywell International IncSell · part$1K–$15KTraded Oct 29, 2024Filed Nov 7, 2024 9d
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VZVerizon Communications IncSell · part$1K–$15KTraded Oct 29, 2024Filed Nov 7, 2024 9d
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SBUXStarbucks CorpSell · part$1K–$15KTraded Oct 29, 2024Filed Nov 7, 2024 9d
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DISWalt Disney CompanySell$1K–$15KTraded Oct 29, 2024Filed Nov 7, 2024 9d
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MAMastercard IncSell · part$1K–$15KTraded Oct 29, 2024Filed Nov 7, 2024 9d
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VZVerizon Communications IncSell · part$1K–$15KTraded Oct 29, 2024Filed Nov 7, 2024 9d
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SBUXStarbucks CorpSell · part$1K–$15KTraded Oct 29, 2024Filed Nov 7, 2024 9d
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TSLATesla IncSell$15K–$50KTraded Oct 28, 2024Filed Nov 7, 2024 10d
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TSLATesla IncSell$100K–$250KTraded Oct 28, 2024Filed Nov 7, 2024 10d
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TSLATesla IncSell · part$15K–$50KTraded Oct 11, 2024Filed Nov 7, 2024 27d
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CELHCelsius Holdings IncSell$1K–$15KTraded Oct 8, 2024Filed Nov 7, 2024 30d
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KOCoca-Cola CompanyBuy$1K–$15KTraded Oct 8, 2024Filed Nov 7, 2024 30d
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AMGNAmgen IncSell · part$1K–$15KTraded Sep 17, 2024Filed Oct 10, 2024 23d
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SNOWSnowflake Inc Cl ASell$1K–$15KTraded Aug 15, 2024Filed Sep 4, 2024 20d
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CAGConagra Brands IncSell$1K–$15KTraded Jul 30, 2024Filed Aug 21, 2024 22d
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CAGConagra Brands IncSell$1K–$15KTraded Jul 30, 2024Filed Aug 21, 2024 22d
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DISWalt Disney CompanySell$1K–$15KTraded Jul 25, 2024Filed Aug 21, 2024 27d
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MCDMcDonald's CorpSell$1K–$15KTraded Jul 3, 2024Filed Aug 21, 2024 49d
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JNJJohnson & JohnsonSell$15K–$50KTraded Jul 3, 2024Filed Aug 21, 2024 49d
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JNJJohnson & JohnsonSell$15K–$50KTraded Jul 3, 2024Filed Aug 21, 2024 49d
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GSGoldman Sachs Group, Inc. (The)Buy$1K–$15KTraded Jun 27, 2024Filed Jul 16, 2024 19d
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MSFTMicrosoft CorpBuy$1K–$15KTraded Jun 13, 2024Filed Jul 16, 2024 33d
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HDHome DepotBuy$1K–$15KTraded Jun 13, 2024Filed Jul 16, 2024 33d
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CCICrown Castle IncBuy$1K–$15KTraded May 10, 2024Filed Jun 6, 2024 27d
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DEODiageo Plc ADRSell$15K–$50KTraded May 8, 2024Filed Jun 6, 2024 29d
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JP MORGAN CHASE & CO Rate/Coupon: 6.12% Matures: 02/12/2056Sell$1K–$15KTraded Apr 30, 2024Filed May 20, 2024 20d
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NVSNovartis Ag ADRSell · part$1K–$15KTraded Apr 9, 2024Filed May 20, 2024 41d
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IRIngersoll Rand IncSell$1K–$15KTraded Apr 9, 2024Filed May 20, 2024 41d
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ULUnilever Plc ADRSell$1K–$15KTraded Apr 9, 2024Filed May 20, 2024 41d
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DHRDanaher CorpSell$15K–$50KTraded Apr 9, 2024Filed May 20, 2024 41d
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RTXRTX CorporationSell$15K–$50KTraded Apr 9, 2024Filed May 20, 2024 41d
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ULUnilever Plc ADRSell$1K–$15KTraded Mar 22, 2024Filed Apr 24, 2024 33d
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CMCSAComcast Corp ASell$15K–$50KTraded Mar 13, 2024Filed Apr 24, 2024 42d
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LLYEli Lilly and CompanyBuy$1K–$15KTraded Dec 14, 2023Filed Jan 18, 2024 35d
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SNOWSnowflake Inc Cl ABuy$1K–$15KTraded Dec 14, 2023Filed Jan 18, 2024 35d
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PFEPfizer IncSell$1K–$15KTraded Dec 11, 2023Filed Jan 18, 2024 38d
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KOCoca-Cola CompanyBuy$1K–$15KTraded Dec 7, 2023Filed Jan 18, 2024 42d
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TGTTarget CorpSell$15K–$50KTraded Dec 7, 2023Filed Jan 18, 2024 42d
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VLTOVeralto CorporationSell$1K–$15KTraded Nov 29, 2023Filed Dec 7, 2023 8d
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VLTOVeralto CorporationSell$1K–$15KTraded Nov 29, 2023Filed Dec 7, 2023 8d
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VLTOVeralto CorporationSell$1K–$15KTraded Nov 29, 2023Filed Dec 7, 2023 8d
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KMBKimberly-Clark CorpSell$50K–$100KTraded Nov 16, 2023Filed Dec 7, 2023 21d
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CELHCelsius Holdings IncBuy$1K–$15KTraded Nov 8, 2023Filed Dec 7, 2023 29d
No trades match these filters.
Reported holdings
2025 annual report · filed Aug 10, 2026 · values at year end, in the ranges disclosed · changes vs 2024
$12.1M–$34.4M
sum of 287 disclosed ranges
- Stock 114
- Fund 156
- Cash 10
- Bond 3
- Other 4
- AAPLApple Inc.Self$1M–$5MSame band
- NVDANVIDIA CorporationSelf$1M–$5MSame band
- GOOGLAlphabet Inc.Self$500K–$1M▲ $250K–$500K
- AMZNAmazon.com Inc. (NASDAQ)Self$500K–$1MSame band
- MSFTMicrosoft Corporation (NASDAQ)Self$500K–$1MSame band
- NVDANVIDIA CorporationSpouse$500K–$1MSame band
- AAPLApple Inc.Self$250K–$500K▼ $1M–$5M
- AAPLApple Inc.Spouse$250K–$500KSame band
- LRCXLam Research CorporationSelf$250K–$500K▲ $100K–$250K
- NVDANVIDIA CorporationSelf$250K–$500K▼ $1M–$5M
- NVDANVIDIA CorporationSpouse$250K–$500K▼ $500K–$1M
- NFLXNetflix, Inc.Self$250K–$500KSame band
- GSThe Goldman Sachs Group, Inc.Self$250K–$500K▲ $100K–$250K
- HDThe Home Depot, Inc.Self$250K–$500KSame band
- UNHUnitedHealth Group Incorporated (NYSE)Self$250K–$500K▲ $100K–$250K
- VVisa Inc. (NYSE)Self$250K–$500KSame band
- GOOGLAlphabet Inc.Spouse$100K–$250K▲ $50K–$100K
- AMZNAmazon.com, Inc.Spouse$100K–$250KSame band
- AXPAmerican Express Company (NYSE)Self$100K–$250KSame band
- BACBank of America CorporationSelf$100K–$250K▲ $50K–$100K
- DHRDanaher Corp. (NYSE)Self$100K–$250KSame band
- LLYEli Lilly and CompanySelf$100K–$250K▲ $50K–$100K
- IUGXXInvesco Premier US Government Money Portfolio INSpouse$100K–$250KSame band
- JPMJPMorgan Chase & Co.Self$100K–$250KSame band
- JCAPXJanus Forty I (NASDAQ)Spouse$100K–$250K▲ $50K–$100K
- LRCXLam Research CorporationSpouse$100K–$250K▲ $50K–$100K
- MSFTMicrosoft CorporationSelf$100K–$250K▼ $500K–$1M
- MSFTMicrosoft CorporationSpouse$100K–$250KSame band
- NFLXNetflix, Inc.Spouse$100K–$250KSame band
- ORCLOracle Corporation (NYSE)Self$100K–$250KSame band
- PANWPalo Alto Networks, Inc. (NYSE)Self$100K–$250KSame band
- TMOThermo Fisher Scientific, Inc. (NYSE)Self$100K–$250KSame band
- WMTWal-Mart Stores Inc.Self$100K–$250K▲ $50K–$100K
- GOOGLAlphabet Inc.Self$50K–$100K▼ $250K–$500K
- GOOGLAlphabet Inc.Spouse$50K–$100KSame band
- ANWFXAmerican Funds New Perspective F2Self$50K–$100KSame band
- ADIAnalog Devices, Inc.Self$50K–$100K▲ $15K–$50K
- BRK.BBRK-B - Berkshire Hathaway Inc.Self$50K–$100KSame band
- Bank of AmericaSpouse$50K–$100K▲ $1K–$15K
- CVSCVS Caremark Corporation (NYSE)Self$50K–$100K▲ $15K–$50K
- CSCOCisco Systems, Inc.Self$50K–$100KSame band
- ELVElevance Health IncSelf$50K–$100KSame band
- HONHoneywell International Inc. (NYSE)Self$50K–$100KSame band
- IUGXXInvesco Premier US Government Money Portfolio INSelf$50K–$100K▼ $100K–$250K
- IUGXXInvesco Premier US Government Money Portfolio INSelf$50K–$100K▼ $100K–$250K
- QQQInvesco QQQ TrustSelf$50K–$100K▲ $15K–$50K
- JPMJP Morgan Chase & Co.Self$50K–$100K▼ $100K–$250K
- JPMJP Morgan Chase & Co.Spouse$50K–$100KSame band
- JPMJPMorgan Chase & Co.Spouse$50K–$100KSame band
- LRCXLam Research CorporationSpouse$50K–$100KSame band
- LOWLowe's Companies Inc. (NYSE)Self$50K–$100KSame band
- METAMeta Platforms IncSelf$50K–$100KSame band
- MCHPMicrochip Technology Inc. (NASDAQ)Self$50K–$100KSame band
- Morgan StanleyJoint$50K–$100K▼ $100K–$250K
- NKENike, Inc. (NYSE)Self$50K–$100KSame band
- PEPPepsico, Inc. (NYSE)Self$50K–$100KSame band
- RTXRTX CorporationSelf$50K–$100KSame band
- RTXRTX CorporationSelf$50K–$100KSame band
- GLDSPDR Gold SharesSelf$50K–$100K▲ $15K–$50K
- XLISPDR Select Sector Fund - IndustrialSelf$50K–$100KSame band
- PGThe Procter & Gamble Company (NYSE)Self$50K–$100K▼ $100K–$250K
- UNPUnion Pacific Corporation (NYSE)Self$50K–$100KSame band
- VGTVanguard Information Tech ETFSpouse$50K–$100KSame band
- VOOVanguard S&P 500 ETFSelf$50K–$100K▲ $15K–$50K
- VBKVanguard Small-Cap Growth ETFSelf$50K–$100KSame band
- VVisa Inc.Self$50K–$100K▼ $250K–$500K
- VVisa Inc.Spouse$50K–$100KSame band
- ITOTiShares Core S&P Total U.S. Stock Market ETFSelf$50K–$100KSame band
- AMZNAmazon.com, Inc.Self$15K–$50K▼ $500K–$1M
- AMZNAmazon.com, Inc.Spouse$15K–$50K▼ $100K–$250K
- AMBFXAmerican Funds American Balanced F2Spouse$15K–$50KSame band
- CGPAXAmerican Funds Growth Portfolio Class 529-ASpouse$15K–$50KSame band
- CGPAXAmerican Funds Growth Portfolio Class 529-ASpouse$15K–$50KSame band
- NFFFXAmerican Funds New World F2Self$15K–$50KSame band
- AMEFXAmerican Funds The Income Fund of America Class FSpouse$15K–$50KSame band
- AMEFXAmerican Funds The Income Fund of America Class FSelf$15K–$50KSame band
- WMFFXAmerican Funds Washington Mutual F2Self$15K–$50KSame band
- AMRFXAmerican Mutual Fund Class F-2 SharesSpouse$15K–$50KSame band
- AMGNAmgen Inc.Spouse$15K–$50KSame band
- AMGNAmgen Inc.Spouse$15K–$50KSame band
- AMGNAmgen Inc. (NASDAQ)Self$15K–$50KSame band
- ADIAnalog Devices, Inc.Spouse$15K–$50KSame band
- BRK.BBRK-B - Berkshire Hathaway Inc.Spouse$15K–$50KSame band
- BRK.BBRK-B - Berkshire Hathaway Inc.Self$15K–$50K▼ $50K–$100K
- BAGIXBaird Aggregate Bond Fund - InstitutionalSelf$15K–$50K▼ $50K–$100K
- BACBank of America CorporationSelf$15K–$50K▼ $50K–$100K
- BACBank of America CorporationSpouse$15K–$50KSame band
- CEYIXCalvert Equity Fund Class ISpouse$15K–$50K▲ $1K–$15K
- CAIFXCapital Income Builder Cl F-2 ShsSelf$15K–$50K▲ $1K–$15K
- SAPYXClearBridge Appreciation I (NASDAQ)Spouse$15K–$50KSame band
- LMGNXClearBridge International Growth Fund Class ISpouse$15K–$50K▲ $1K–$15K
- LMGNXClearBridge International Growth Fund Class ISpouse$15K–$50K▲ $1K–$15K
- LMGNXClearBridge International Growth Fund Class ISelf$15K–$50K▲ $1K–$15K
- SBLYXClearBridge Large Cap Growth ISelf$15K–$50KSame band
- KOCoca-Cola Company (The)Self$15K–$50KSame band
- KOCoca-Cola Company (The)Spouse$15K–$50KSame band
- GSFTXColumbia Dividend Income Fund Class ISpouse$15K–$50KSame band
- GSFTXColumbia Dividend Income Fund Class ISpouse$15K–$50KSame band
- GSFTXColumbia Dividend Income Fund Institutional ClassSelf$15K–$50KSame band
- DLRDigital Realty Trust, Inc.Self$15K–$50KSame band
- LLYEli Lilly and CompanySpouse$15K–$50KSame band
- XLFFinancial Select Sector SPDR ETF (NYSEArca)Spouse$15K–$50KSame band
- XLFFinancial Select Sector SPDR® ETFSelf$15K–$50KSame band
- GRIDFirst Trust NASDAQ Clean Edge Smart Grid InfrastruSpouse$15K–$50K▲ $1K–$15K
- CIBRFirst Trust NASDAQ Cybersecurity ETFSelf$15K–$50KSame band
- CIBRFirst Trust Nasdaq Cybersecurity ETFSpouse$15K–$50KSame band
- CIBRFirst Trust Nasdaq Cybersecurity ETFSpouse$15K–$50KSame band
- PFDFlaherty & Crumrine Preferred IncSelf$15K–$50KSame band
- FTXSXFullerThaler Behavioral Small-Cap Growth Fund - Institutional SharesSpouse$15K–$50KNew
- FTHSXFullerthaler Behavioral Small-Cap Equity Fund InSpouse$15K–$50KSame band
- FTHSXFullerthaler Behavioral Small-Cap Equity Fund InSelf$15K–$50K▲ $1K–$15K
- PAVEGlobal X U.S. Infrastructure Development ETFSpouse$15K–$50KSame band
- GJRTXGoldman Sachs Abslt Ret Trck ISelf$15K–$50KSame band
- GSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETFSelf$15K–$50KSame band
- SCIEXHartford Schroders International Stock Fund - Class ISpouse$15K–$50KNew
- XLVHealth Care Select Sector SPDR ETF (NYSEArca)Spouse$15K–$50KSame band
- XLVHealth Care Select Sector SPDR® ETFSelf$15K–$50KSame band
- HDHome Depot, Inc. (The)Self$15K–$50K▼ $250K–$500K
- HDHome Depot, Inc. (The)Spouse$15K–$50KSame band
- IUGXX INVESCO PREM US GOVT MNY INSTSpouse$15K–$50KSame band
- QQQInvesco QQQ Trust, Series 1Spouse$15K–$50KSame band
- QQQInvesco QQQ Trust, Series 1Self$15K–$50KSame band
- QQQInvesco QQQ Trust, Series 1Spouse$15K–$50KSame band
- SPHQInvesco S&P 500 Quality ETFSpouse$15K–$50KNew
- SPHQInvesco S&P 500 Quality ETFSelf$15K–$50KNew
- HFQIXJAMES HENDERSON GLBSelf$15K–$50KSame band
- JEPIJP MORGAN EQUITY PREMIUMSelf$15K–$50KSame band
- JDSCXJP Morgan Dynamic Small Cap Gr SelSelf$15K–$50KSame band
- JEPQJPM Nasdaq Equity Premium Income ETFSpouse$15K–$50KSame band
- JEPIJPMorgan Equity Premium Income ETFSelf$15K–$50KSame band
- JBALXJanus Balanced I (NASDAQ)Spouse$15K–$50KSame band
- JMGRXJanus Henderson Enterprise Fund Class ISpouse$15K–$50KSame band
- JMGRXJanus Henderson Enterprise ISelf$15K–$50KSame band
- HFQIXJanus Henderson Global Equity Income Fund - I ShSpouse$15K–$50K▲ $1K–$15K
- JEPIJpmorgan Equity Premium Income ETFSpouse$15K–$50KSame band
- JEPIJpmorgan Equity Premium Income ETFSelf$15K–$50KSame band
- LMTLockheed Martin CorporationSelf$15K–$50KSame band
- LMTLockheed Martin CorporationSpouse$15K–$50KSame band
- MORGAN STANLEYSpouse$15K–$50KSame band
- MAMastercard IncorporatedSelf$15K–$50KSame band
- MAMastercard IncorporatedSpouse$15K–$50KSame band
- MCDMcDonald's CorporationSpouse$15K–$50KSame band
- Morgan StanleySelf$15K–$50KSame band
- CIBRNasdaq Cybersecurity ETFSelf$15K–$50KSame band
- NVSNovartis Ag ADRSelf$15K–$50K▲ $1K–$15K
- BONDPIMCO Active Bond Exchange-Traded Fund Exchange-TrSpouse$15K–$50KSame band
- PONPXPIMCO INCOME 12Spouse$15K–$50KSame band
- PONPXPIMCO INCOME 12Self$15K–$50K▲ $1K–$15K
- PTTRXPIMCO Total Return Fund - InstitutionalSelf$15K–$50KSame band
- COWZPacer US Cash Cows 100 ETFSelf$15K–$50KSame band
- PRBLXParnassus Core Equity Fund - Investor SharesSelf$15K–$50KSame band
- PARWXParnassus Endeavor Fund - Investor SharesSelf$15K–$50KSame band
- PEPPepsiCo, Inc.Self$15K–$50K▼ $50K–$100K
- PEPPepsiCo, Inc.Spouse$15K–$50KSame band
- PGProcter & Gamble Company (The)Self$15K–$50K▼ $100K–$250K
- PGProcter & Gamble Company (The)Spouse$15K–$50KSame band
- XLREReal Estate Select Sector SPDR Fund (The)Self$15K–$50KSame band
- XLFS&P 500 Financials Sector SPDRSpouse$15K–$50KSame band
- XLVS&P 500 Healthcare Sector SPDRSpouse$15K–$50KSame band
- NZACSPDR MSCI ACWI Climate Paris Aligned ETFSpouse$15K–$50KSame band
- XLVSPDR Select Sector Fund - Health CareSelf$15K–$50KSame band
- XLVSPDR Select Sector Fund - Health CareSpouse$15K–$50KSame band
- XLISPDR Select Sector Fund - IndustrialSelf$15K–$50K▼ $50K–$100K
- SPTSSPDR Short-Term Treasury Portfolio ETFSpouse$15K–$50KSame band
- FEZSPDR(R) EURO STOXX 50(R) ETFSelf$15K–$50KNew
- SBUXStarbucks CorporationSelf$15K–$50KSame band
- SYKStryker CorporationSelf$15K–$50KSame band
- XLKTechnology Select Sector SPDR ETFSelf$15K–$50KSame band
- KOThe Coca-Cola CompanySelf$15K–$50KSame band
- GSThe Goldman Sachs Group, Inc.Spouse$15K–$50KSame band
- HILIXThe Hartford International Value Fund - Class ISpouse$15K–$50KNew
- TJXThe TJX Companies, Inc.Spouse$15K–$50K▲ $1K–$15K
- US TREASURY NOTESelf$15K–$50KSame band
- VIGVANGUARD DIVIDEND APPRECISpouse$15K–$50KSame band
- SMHVanEck Semiconductor ETFSpouse$15K–$50KSame band
- VDCVanguard Consumer Staples ETFSpouse$15K–$50KSame band
- VDCVanguard Consumer Staples ETFSelf$15K–$50KSame band
- VDCVanguard Consumer Staples ETFSelf$15K–$50KSame band
- VIGVanguard Div Appreciation ETFSpouse$15K–$50KSame band
- VFHVanguard Financials ETFSelf$15K–$50KSame band
- VYMVanguard High Dividend Yield ETFSpouse$15K–$50KSame band
- VYMVanguard High Dividend Yield ETFSelf$15K–$50KSame band
- VYMVanguard High Dividend Yield ETFSelf$15K–$50KSame band
- VGTVanguard Information Technology ETFSpouse$15K–$50K▼ $50K–$100K
- VOOVanguard S&P 500 ETFSelf$15K–$50KSame band
- VBKVanguard Small-Cap Growth ETFSpouse$15K–$50KSame band
- VBRVanguard Small-Cap Value ETFSpouse$15K–$50KSame band
- VBRVanguard Small-Cap Value ETFSelf$15K–$50KSame band
- VZVerizon Communications Inc. (NYSE)Self$15K–$50KSame band
- VETAXVictory Sycamore Established Value ASpouse$15K–$50KSame band
- VEVIXVictory Sycamore Established Value ISelf$15K–$50KSame band
- WMTWalmart Inc.Spouse$15K–$50KSame band
- WMTWalmart Inc.Self$15K–$50K▼ $50K–$100K
- WMTWalmart Inc.Spouse$15K–$50KSame band
- Wells Fargo Market Deposit ACSelf$15K–$50KSame band
- DGRWWisdomTree U.S. Quality Dividend Growth FundSpouse$15K–$50KSame band
- DGRWWisdomTree U.S. Quality Dividend Growth FundSelf$15K–$50KSame band
- DGRWWisdomTree U.S. Quality Dividend Growth FundSelf$15K–$50KSame band
- IEFAiShares Core MSCI EAFE ETFSelf$15K–$50K▲ $1K–$15K
- IEMGiShares Core MSCI Emerging Markets ETFSpouse$15K–$50K▲ $1K–$15K
- IEMGiShares Core MSCI Emerging Markets ETFSelf$15K–$50K▲ $1K–$15K
- IAUiShares Gold TrustSpouse$15K–$50KSame band
- IAUiShares Gold TrustSelf$15K–$50K▲ $1K–$15K
- IHIiShares U.S. Medical Devices ETFSpouse$15K–$50KSame band
- IHIiShares US Medical Devices ETFSelf$15K–$50KSame band
- IAUishares Gold TrustSpouse$15K–$50KSame band
- NFFFXAmerican Funds New World Fund Class F-2Spouse$1K–$15KSame band
- APDFXArtisan High Income Fund - Advisor SharesSpouse$1K–$15KNew
- Bank of AmericaSpouse$1K–$15KSame band
- CSVIXCalvert Small Cap Fund Class ISelf$1K–$15KSame band
- KOCoca-Cola CompanySelf$1K–$15K▼ $15K–$50K
- CSDIXCohen & Steers Real Estate Securities Fund, Inc. CSpouse$1K–$15KSame band
- CCICrown Castle IncSelf$1K–$15KSame band
- DALDelta Air Lines, Inc.Spouse$1K–$15KSame band
- DODGXDodge & Cox Stock FundSelf$1K–$15KSame band
- ECSQXEmbark Commodity Strategy Fund Retirement ClassSelf$1K–$15KSame band
- ESCQXEmbark Small Cap Equity Fund Retirement ClassSelf$1K–$15KSame band
- FGBMXFidelity Advisor New Markets Income Fund Class ZSelf$1K–$15KSame band
- FTVFortive CorporationSelf$1K–$15K▼ $15K–$50K
- PAVEGlobal X U.S. Infrastructure Development ETFSelf$1K–$15KSame band
- GSIYXGoldman Sachs Gqg Partners International OpportuSelf$1K–$15KSame band
- GHGuardant Health, Inc.Self$1K–$15KNew
- XLIIndustrial Select Sector SPDR ETFSpouse$1K–$15KSame band
- IRIngersoll-Rand PlcSelf$1K–$15K▼ $15K–$50K
- SPHQInvesco S&P 500 Quality ETFSpouse$1K–$15KNew
- CGWInvesco S&P Global Water Index ETFSelf$1K–$15KSame band
- Morgan StanleySelf$1K–$15K▼ $15K–$50K
- Morgan StanleySelf$1K–$15K▼ $15K–$50K
- Morgan StanleySpouse$1K–$15K▼ $15K–$50K
- Morgan Stanley Private BankSpouse$1K–$15KSame band
- MHYSXNYLI MacKay High Yield Corporate Bond Fund - Class R6Self$1K–$15KSame band
- GRIDNasdaq Smart Grid Infrastructure ETFSpouse$1K–$15KSame band
- GRIDNasdaq Smart Grid Infrastructure ETFSelf$1K–$15K▼ $15K–$50K
- NFFFXNew World Fund Inc. Class F-2 ShsSpouse$1K–$15KSame band
- PHYQXPGIM HIGH YIELD FUND - Class R6Self$1K–$15KSame band
- PCRIXPimco Commodityrealreturn Strategy Fund InstitutSelf$1K–$15KSame band
- PMAQXPrincipal Funds Inc. - Midcap Fund Class R6Self$1K–$15KSame band
- RALRalliant CorporationSelf$1K–$15KNew
- XLES&P 500 Energy Sector SPDRSelf$1K–$15KSame band
- SDZNYSandoz Group AG ADRSelf$1K–$15KSame band
- SOLSSolstice Advanced Materials Inc.Self$1K–$15KNew
- SBUXStarbucks CorporationSelf$1K–$15K▼ $15K–$50K
- SBUXStarbucks CorporationSpouse$1K–$15KSame band
- TGEPXTcw Emerging Markets Income Fund Plan ShareSelf$1K–$15KSame band
- HSYThe Hershey CompanySelf$1K–$15KNew
- TMPRXTouchstone Mid Cap Fund Class R6Self$1K–$15KSame band
- VIGVanguard Div Appreciation ETFSpouse$1K–$15K▼ $15K–$50K
- VWOVanguard FTSE Emerging Markets ETFSpouse$1K–$15KSame band
- VWOVanguard FTSE Emerging Markets ETFSpouse$1K–$15KSame band
- VFHVanguard Financials ETFSpouse$1K–$15KSame band
- VOVanguard Mid-Cap ETFSelf$1K–$15K▲ Under $1K
- VBKVanguard Small-Cap Growth ETFSpouse$1K–$15K▼ $15K–$50K
- VZVerizon Communications Inc.Spouse$1K–$15KSame band
- VNTVontier CorporationSelf$1K–$15KSame band
- LCGJXWilliam Blair Large Cap Growth Fund Class R6Self$1K–$15KSame band
- IEMGiShares Core MSCI Emerging Markets ETFSpouse$1K–$15KSame band
- AMGNAmgen Inc.SelfUnder $1K▼ $15K–$50K
- ADIAnalog Devices, Inc.SelfUnder $1K▼ $15K–$50K
- DHRDanaher CorporationSelfUnder $1K▼ $100K–$250K
- GRIDFirst Trust NASDAQ Clean Edge Smart Grid InfrastruSelfUnder $1K▼ $15K–$50K
- GQGIXGqg Partners Emerging Markets Equity Fund InstitSelfUnder $1K▼ $1K–$15K
- HONHoneywell International Inc.SelfUnder $1K▼ $50K–$100K
- HONHoneywell International Inc.SpouseUnder $1K▼ $15K–$50K
- HYGISHARES IBOXX HY CORSpouseUnder $1K▼ $15K–$50K
- JCBUXJpmorgan Core Bond Fund R6SelfUnder $1K▼ $15K–$50K
- KVUEKenvue Inc.SpouseUnder $1K▼ $1K–$15K
- NWKDXNationwide Geneva Small Cap Growth Fund InstitutioSpouseUnder $1K▼ $15K–$50K
- COWZPacer US Cash Cows 100 IndexSelfUnder $1K▼ $15K–$50K
- NOBLProShares S&P 500 Dividend Aristocrats ETFSpouseUnder $1K▼ $1K–$15K
- NOBLProShares S&P 500 Dividend Aristocrats ETFSelfUnder $1K▼ $15K–$50K
- RI INFRASTRUCTURE BK SAFE DRINKINSelfUnder $1K▼ $15K–$50K
- XLVSPDR Select Sector Fund - Health CareSelfUnder $1K▼ $15K–$50K
- XLISPDR Select Sector Fund - IndustrialSelfUnder $1K▼ $50K–$100K
- TROIXT. Rowe Price Overseas Stock ISelfUnder $1K▼ $1K–$15K
- ELThe Estée Lauder Companies Inc. (NYSE)SelfUnder $1K▼ $15K–$50K
- PGRThe Progressive CorporationSpouseUnder $1K▼ $1K–$15K
- US TREASURY NOTESelfUnder $1K▼ $15K–$50K
- UNHUnitedHealth Group Incorporated Common Stock (DE)SelfUnder $1K▼ $100K–$250K
- UNHUnitedHealth Group Incorporated Common Stock (DE)SpouseUnder $1K▼ $15K–$50K
- SMHVanEck Semiconductor ETFSelfUnder $1K▼ $1K–$15K
- VFHVanguard Financials ETFSelfUnder $1K▼ $15K–$50K
- VZVerizon Communications Inc.SelfUnder $1K▼ $15K–$50K
- HYGiShares iBoxx $ High Yield Corporate Bond ETFSelfUnder $1K▼ $15K–$50K
- H Yale TW Dolan TrustSpouseUnascertainableSame band
- Rita D Sellar GST Exempt TrustSpouseUnascertainableSame band
- Sarah B TD Dolan TrustSpouseUnascertainableSame band
- Thomas Dolan TrustSpouseUnascertainableSame band
Source filings
Every report we read for this page · newest first
- Oct 1, 2026 Periodic transaction report 5 trades View original
- Sep 2, 2026 Periodic transaction report 5 trades View original
- Aug 10, 2026 2025 annual report 287 assets View original
- Aug 3, 2026 Periodic transaction report 1 trade View original
- Jul 8, 2026 Periodic transaction report 6 trades View original
- Jun 2, 2026 Periodic transaction report 3 trades View original
- May 4, 2026 Periodic transaction report 1 trade View original
- Apr 8, 2026 Periodic transaction report 1 trade View original
- Mar 6, 2026 Periodic transaction report 5 trades View original
- Feb 4, 2026 Periodic transaction report 6 trades View original
- Dec 1, 2025 Periodic transaction report 3 trades View original
- Nov 3, 2025 Periodic transaction report 2 trades View original
- Oct 3, 2025 Periodic transaction report 8 trades View original
- Sep 3, 2025 Periodic transaction report 4 trades View original
- Aug 12, 2025 2024 annual report 303 assets View original
- Aug 4, 2025 Periodic transaction report 2 trades View original
- May 13, 2025 Periodic transaction report 7 trades View original
- Jan 8, 2025 Periodic transaction report 3 trades View original
- Dec 5, 2024 Periodic transaction report 3 trades View original
- Nov 7, 2024 Periodic transaction report 14 trades View original
- Oct 10, 2024 Periodic transaction report 1 trade View original
- Sep 4, 2024 Periodic transaction report 1 trade View original
- Aug 21, 2024 Periodic transaction report 6 trades View original
- Aug 13, 2024 2023 annual report 320 assets View original
- Jul 16, 2024 Periodic transaction report 3 trades View original
- Jun 6, 2024 Periodic transaction report 2 trades View original
- May 20, 2024 Periodic transaction report 6 trades View original
- Apr 24, 2024 Periodic transaction report 2 trades View original
- Jan 18, 2024 Periodic transaction report 5 trades View original
- Dec 7, 2023 Periodic transaction report 5 trades View original
- Oct 17, 2023 Periodic transaction report 17 trades View original
From STOCK Act disclosures filed with the Secretary of the Senate. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.