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Government Tracker

Jared Moskowitz

House
Chamber
Florida District 23
Represents
118
Trades on record
+1.5%
Avg return, 30d
+7.3%
Avg return, 90d
+7.3%
Avg return, 180d

Disclosed holdings

243 assets, filed Aug 13, 2026 (FD Original).
AEXLAB Private stock option · StartEngine Investment Account $1,001 - $15,000
ABBV AbbVie Inc. Common Stock · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
ACN Accenture plc Class A Ordinary Shares · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
GOOG Alphabet Inc. - Class C Capital Stock · Stock (public) · Morgan Stanley Active Assets (1) $15,001 - $50,000
GOOG Alphabet Inc. - Class C Capital Stock · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
GOOG Alphabet Inc. - Class C Capital Stock · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
AMZN Amazon.com, Inc. · Stock (public) $500,000
AMZN Amazon.com, Inc. - Common Stock · Stock (public) · Morgan Stanley Active Assets (1) $15,001 - $50,000
AMZN Amazon.com, Inc. - Common Stock · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
AMZN Amazon.com, Inc. - Common Stock · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
AMZN Amazon.com, Inc. - Common Stock · Stock (public) · Stash (2) $1,001 - $15,000
AMZN Amazon.com, Inc. - Common Stock · Stock (public) · Stash UTMA (DC 1) DC $15,001 - $50,000
AMZN Amazon.com, Inc. - Common Stock · Stock (public) · Stash UTMA (DC 2) DC $15,001 - $50,000
AXP American Express Company Common Stock · Stock (public) · Morgan Stanley Active Assets (1) $15,001 - $50,000
AXP American Express Company Common Stock · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
AXP American Express Company Common Stock · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
RBMTX American Funds 2055 Target Date Retirement Fund® Class R-2 · Mutual fund · Ashbritt Inc. 401k $15,001 - $50,000
American Funds Fundamental Investors® Class R-2 Mutual fund $100,000
American Funds The Growth Fund of America® Class R-2 $100,000
AMGN Amgen Inc. · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
ADI Analog Devices, Inc. - Common Stock · Stock (public) · Morgan Stanley Active Assets (5) DC $15,001 - $50,000
ADI Analog Devices, Inc. - Common Stock · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
AAPL Apple Inc. · Stock (public) · Morgan Stanley Active Assets (1) $15,001 - $50,000
AAPL Apple Inc. · Stock (public) $100,000
AAPL Apple Inc. · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
AAPL Apple Inc. · Stock (public) · Stash IRA $1,001 - $15,000
AAPL Apple Inc. · Stock (public) · Stash UTMA (DC 1) DC $1,001 - $15,000
AAPL Apple Inc. · Stock (public) · Stash UTMA (DC 2) DC $1,001 - $15,000
ATO Atmos Energy Corporation Common Stock · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
ATO Atmos Energy Corporation Common Stock · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
ADP Automatic Data Processing, Inc. · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
LBKCZ BD 529 BLACKROCK EMRG MKT A · Mutual fund · Morgan Stanley Bright Directions 529 Plan DC $1,001 - $15,000
MTDBZ BD 529 BLACKROCK EMRG MKT C · Mutual fund · Morgan Stanley Bright Directions 529 Plan DC $1,001 - $15,000
DRBCZ BD 529 BR MID CAP GRTH EQ A · Mutual fund · Morgan Stanley Bright Directions 529 Plan DC $1,001 - $15,000
DBRBZ BD 529 BR MID CAP GRTH EQ C ( · Mutual fund · Morgan Stanley Bright Directions 529 Plan DC $1,001 - $15,000
BLUE CHIP GROWTH PORTFOLIO A Mutual fund $100,000
Bank of America Accounts Bank/brokerage account $1,001 - $15,000
BAC Bank of America Corporation · Stock (public) $100,000
BRK.B Berkshire Hathaway Inc. New · Stock (public) · Morgan Stanley Active Assets (1) $15,001 - $50,000
BRK.B Berkshire Hathaway Inc. New · Stock (public) · Stash (2) $1,001 - $15,000
BRK.B Berkshire Hathaway Inc. New Common Stock · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
BRK.B Berkshire Hathaway Inc. New Common Stock · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
BRK.B Berkshire Hathaway Inc. New Common Stock · Stock (public) · Stash UTMA (DC 1) DC $1,001 - $15,000
BRK.B Berkshire Hathaway Inc. New Common Stock · Stock (public) · Stash UTMA (DC 2) DC $1,001 - $15,000
BRO Brown & Brown, Inc. · Stock (public) · Morgan Stanley Active Assets (1) None
BRO Brown & Brown, Inc. · Stock (public) · Morgan Stanley Active Assets (5) DC None
BRO Brown & Brown, Inc. · Stock (public) · Morgan Stanley Active Assets (6) DC None
CDs Bank/brokerage account $250,000
Cash Account Bank/brokerage account · Morgan Stanley Active Assets (1) $15,001 - $50,000
Cash Account Bank/brokerage account $500,000
Cash Account Bank/brokerage account $250,000
Cash Account Bank/brokerage account · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
Cash Account Bank/brokerage account $5,000,000
Cash Account Bank/brokerage account $100,000
Cash Account Bank/brokerage account · Schwab Contributory IRA $1,001 - $15,000
Cash Accounts Bank/brokerage account $5,000,000
CAT Caterpillar, Inc. · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
CAT Caterpillar, Inc. · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
CB Chubb Limited · Stock (public) · Morgan Stanley Active Assets (1) $15,001 - $50,000
CB Chubb Limited · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
CB Chubb Limited · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
CSCO Cisco Systems, Inc. - Common Stock · Stock (public) · Morgan Stanley Active Assets (1) $15,001 - $50,000
CSCO Cisco Systems, Inc. - Common Stock · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
CSCO Cisco Systems, Inc. - Common Stock · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
Commercial property located in Colorado (1) Real property · Adler Real Estate Fund V LP $1,001 - $15,000
Commercial property located in Colorado (2) Real property · Adler Real Estate Fund V LP $1,001 - $15,000
Commercial property located in Florida Real property · Adler Real Estate Fund V LP $1,001 - $15,000
Commercial property located in Georgia (1) Real property · Adler Real Estate Fund V LP $1,001 - $15,000
Commercial property located in Georgia (2) Real property · Adler Real Estate Fund V LP $1,001 - $15,000
Commercial property located in North Carolina (1) Real property · Adler Real Estate Fund V LP $1,001 - $15,000
Commercial property located in North Carolina (3) Real property · Adler Real Estate Fund V LP $1,001 - $15,000
Commercial property located in North Carolina (4) Real property · Adler Real Estate Fund V LP $1,001 - $15,000
Commercial property located in Texas Real property · Adler Real Estate Fund V LP $1,001 - $15,000
Commercial property located in Texas (1) Real property · Adler Real Estate Fund V LP $1,001 - $15,000
Commercial property located in Texas (2) Real property · Adler Real Estate Fund V LP $1,001 - $15,000
Commercial property located in Virginia Real property · Ashbritt Inc. 401k $15,001 - $50,000
COST Costco Wholesale Corporation · Stock (public) · Morgan Stanley Active Assets (1) $15,001 - $50,000
COST Costco Wholesale Corporation · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
COST Costco Wholesale Corporation · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
CMI Cummins Inc. Common Stock · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
CMI Cummins Inc. Common Stock · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
DELL Dell Technologies Inc. Class C Common Stock · Stock (public) · Morgan Stanley Active Assets (1) $15,001 - $50,000
DELL Dell Technologies Inc. Class C Common Stock · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
DELL Dell Technologies Inc. Class C Common Stock · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
LLY Eli Lilly and Company Common Stock · Stock (public) · Morgan Stanley Active Assets (1) $15,001 - $50,000
LLY Eli Lilly and Company Common Stock · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
LLY Eli Lilly and Company Common Stock · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
Emergency Ventures, Inc. Options $1,001 - $15,000
XLE Energy Select Sector SPDR Fund · Exchange-traded fund · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
SPAXX FIDELITY GOVERNMENT MONEY MARKET · Bank/brokerage account · Eagle Strategies Investment Account $1,001 - $15,000
GURU Global X Guru Index ETF · Exchange-traded fund · Stash (2) $1,001 - $15,000
GS Goldman Sachs Group, Inc. · Stock (public) $100,000
GS Goldman Sachs Group, Inc. · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
GS Goldman Sachs Group, Inc. · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
Goldman Sachs Savings Account Bank/brokerage account $250,001 - $500,000
HCA HCA Healthcare, Inc. Common Stock · Stock (public) · Morgan Stanley Active Assets (1) $1,001 - $15,000
HCA HCA Healthcare, Inc. Common Stock · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
HD Home Depot, Inc. · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
HON Honeywell International Inc. · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
HON Honeywell International Inc. · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
INTERNATIONAL VALUE PORTFOLIO A Mutual fund · John Hancock Freedom 529 Plan DC $15,001 - $50,000
ITW Illinois Tool Works Inc. · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
ITW Illinois Tool Works Inc. · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
Invesco American Franchise Fund Class R Mutual fund $100,000
JPM JP Morgan Chase & Co. Common Stock · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
JPM JP Morgan Chase & Co. Common Stock · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
LIN Linde plc - Ordinary Shares · Stock (public) · Morgan Stanley Active Assets (1) $15,001 - $50,000
LIN Linde plc - Ordinary Shares · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
LIN Linde plc - Ordinary Shares · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
LMT Lockheed Martin Corporation · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
LMT Lockheed Martin Corporation · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
LUMN Lumen Technologies, Inc. Common Stock · Stock (public) · Morgan Stanley Active Assets (1) $15,001 - $50,000
MID-CAP VALUE PORTFOLIO A Mutual fund · John Hancock Freedom 529 Plan DC $15,001 - $50,000
MOD LLC Other liability · Spouse $250,001 - $500,000
MainStay Growth Allocation Class A Mutual fund $50,001 - $100,000
MainStay MacKay High Yield Corporate Bond Fund Class A $15,001 - $50,000
Marcus CD Bank/brokerage account None
Marcus Savings Account Bank/brokerage account · Joint $500,001 - $1,000,000
Mass Mutual Whole Life Insurance WU $50,001 - $100,000
Mass Mutual Whole Life Insurance WU · Spouse $50,001 - $100,000
MA Mastercard Incorporated · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
MCD McDonald's Corporation · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
MCK McKesson Corporation Common Stock · Stock (public) · Morgan Stanley Active Assets (1) $15,001 - $50,000
MCK McKesson Corporation Common Stock · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
Merit International Options $1,001 - $15,000
META Meta Platforms, Inc. - Class A · Stock (public) · Morgan Stanley Active Assets (1) $15,001 - $50,000
META Meta Platforms, Inc. - Class A Common Stock · Stock (public) · Morgan Stanley Active Assets (5) DC $15,001 - $50,000
META Meta Platforms, Inc. - Class A Common Stock · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
MSFT Microsoft Corporation · Stock (public) $100,000
MSFT Microsoft Corporation · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
NVDA NVIDIA Corporation - Common Stock · Stock (public) · Morgan Stanley Active Assets (1) $15,001 - $50,000
NVDA NVIDIA Corporation - Common Stock · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
NVDA NVIDIA Corporation - Common Stock · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
NVDA NVIDIA Corporation - Common Stock · Stock (public) · Stash (2) $1,001 - $15,000
NVDA NVIDIA Corporation - Common Stock · Stock (public) · Stash UTMA (DC 1) DC $1,001 - $15,000
NVDA NVIDIA Corporation - Common Stock · Stock (public) · Stash UTMA (DC 2) DC $1,001 - $15,000
NEE NextEra Energy, Inc. · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
ORCL Oracle Corporation Common Stock · Stock (public) · Morgan Stanley Active Assets (1) None
ORCL Oracle Corporation Common Stock · Stock (public) · Morgan Stanley Active Assets (5) DC None
ORCL Oracle Corporation Common Stock · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund · Exchange-traded fund · Stash (2) $1,001 - $15,000
PG Procter & Gamble Company · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
PEG Public Service Enterprise Group Incorporated · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
PEG Public Service Enterprise Group Incorporated · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
PSGRX Putnam Small Cap Growth Fund Class R · Mutual fund · Betterment SEP IRA $1,001 - $15,000
QCOM QUALCOMM Incorporated · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
QCOM QUALCOMM Incorporated · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
RPM RPM International Inc. · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
RPM RPM International Inc. · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
ROP Roper Technologies, Inc. · Stock (public) · Morgan Stanley Active Assets (1) $15,001 - $50,000
ROP Roper Technologies, Inc. · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
ROP Roper Technologies, Inc. · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
SPGI S&P Global Inc. · Stock (public) · Morgan Stanley Active Assets (1) None
SPGI S&P Global Inc. · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
SPGI S&P Global Inc. · Stock (public) · Morgan Stanley Active Assets (6) DC None
GLD SPDR Gold Shares · Exchange-traded fund · Morgan Stanley Active Assets (1) $15,001 - $50,000
GLD SPDR Gold Shares · Exchange-traded fund · Morgan Stanley Active Assets (5) DC None
GLD SPDR Gold Shares · Exchange-traded fund · Morgan Stanley Active Assets (6) DC None
SPMD SPDR Portfolio S&P 400 Mid Cap ETF · Exchange-traded fund · Betterment SEP IRA $1,001 - $15,000
SPMD SPDR Portfolio S&P 400 Mid Cap ETF · Exchange-traded fund · Betterment SEP IRA (SP) SP $1,001 - $15,000
SPSM SPDR Portfolio S&P 600 Small Cap ETF · Exchange-traded fund · Betterment SEP IRA $15,001 - $50,000
SCHI Schwab 5-10 Year Corporate Bond ETF · Exchange-traded fund · Schwab Contributory IRA $1,001 - $15,000
FNDF Schwab Fundamental International Equity ETF · Exchange-traded fund · Schwab Contributory IRA $1,001 - $15,000
FNDX Schwab Fundamental US Large Company Index ETF · Exchange-traded fund · Schwab Contributory IRA $1,001 - $15,000
FNDA Schwab Fundamental US Small Company Index ETF · Exchange-traded fund · Schwab Contributory IRA $1,001 - $15,000
SMBS Schwab Mortgage-Backed Securities ETF · Exchange-traded fund · Schwab Contributory IRA $1,001 - $15,000
SCHA Schwab U.S. Small-Cap ETF · Exchange-traded fund · Schwab Contributory IRA $1,001 - $15,000
SCHD Schwab US Dividend Equity ETF · Exchange-traded fund · Stash (2) $1,001 - $15,000
SCHX Schwab US Large-Cap ETF · Exchange-traded fund · Schwab Contributory IRA $1,001 - $15,000
SHW Sherwin-Williams Company · Stock (public) · Morgan Stanley Active Assets (1) $15,001 - $50,000
SNA Snap-On Incorporated Common Stock · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
SO Southern Company · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
SO Southern Company · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
StartEngine Private stock option · Stash (1) $1,001 - $15,000
SPYM State Street SPDR Portfolio S&P 500 ETF · Exchange-traded fund · Betterment SEP IRA $15,001 - $50,000
SPYM State Street SPDR Portfolio S&P 500 ETF · Exchange-traded fund $100,000
Stationhead, Inc. Private stock option $15,001 - $50,000
SYK Stryker Corporation · Stock (public) · Morgan Stanley Active Assets (1) $15,001 - $50,000
SYK Stryker Corporation Common Stock · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
SYK Stryker Corporation Common Stock · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
TMUS T-Mobile US, Inc. · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
TMUS T-Mobile US, Inc. · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
TJX TJX Companies, Inc. · Stock (public) · Morgan Stanley Active Assets (1) $15,001 - $50,000
TJX TJX Companies, Inc. · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
TJX TJX Companies, Inc. · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
TSM Taiwan Semiconductor Manufacturing Company Ltd. · Stock (public) · Morgan Stanley Active Assets (1) $15,001 - $50,000
TSM Taiwan Semiconductor Manufacturing Company Ltd. · Stock (public) · Morgan Stanley Active Assets (5) DC None
TSM Taiwan Semiconductor Manufacturing Company Ltd. · Stock (public) · Morgan Stanley Active Assets (6) DC None
TSLA Tesla, Inc. · Stock (public) · Morgan Stanley Active Assets (1) None
TSLA Tesla, Inc. · Stock (public) · Morgan Stanley Active Assets (2) $1,001 - $15,000
TSLA Tesla, Inc. - Common Stock · Stock (public) · Stash UTMA (DC 2) DC $15,001 - $50,000
TSLA Tesla, Inc. - Common Stock · Stock (public) · STIFEL Brokerage DC $1,001 - $15,000
CI The Cigna Group Common Stock · Stock (public) · Morgan Stanley Active Assets (1) $15,001 - $50,000
CI The Cigna Group Common Stock · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
TSCO Tractor Supply Company - Common Stock · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
TSCO Tractor Supply Company - Common Stock · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
UBAFZ UBT 529 BD IL DFA RL EST SEC A · Mutual fund · Morgan Stanley Bright Directions 529 Plan DC $1,001 - $15,000
UTDFZ UBT 529 BD IL DFA RL EST SEC C · Mutual fund · Morgan Stanley Bright Directions 529 Plan DC $1,001 - $15,000
NBDCA UBT 529 DELAWARE SM CAP CORE A · Mutual fund · Morgan Stanley Bright Directions 529 Plan DC $1,001 - $15,000
NBDCC UBT 529 DELAWARE SM CAP CORE C · Mutual fund · Morgan Stanley Bright Directions 529 Plan DC $1,001 - $15,000
DFNSG UBT 529 DFA INTL SMALL CO A · Mutual fund · Morgan Stanley Bright Directions 529 Plan DC $1,001 - $15,000
UBNSG UBT 529 DFA INTL SMALL CO C · Mutual fund · Morgan Stanley Bright Directions 529 Plan DC $15,001 - $50,000
NTREA UBT 529 TROWE PRICE EQ INC A · Mutual fund · Morgan Stanley Bright Directions 529 Plan DC $15,001 - $50,000
NTEIC UBT 529 TROWE PRICE EQ INC C · Mutual fund · Schwab Contributory IRA $1,001 - $15,000
US Treasury STRIP Other $250,000
UBER Uber Technologies, Inc. · Stock (public) · Morgan Stanley Active Assets (1) None
VEA Vanguard FTSE Developed Markets ETF · Exchange-traded fund · Betterment SEP IRA $1,001 - $15,000
VEA Vanguard FTSE Developed Markets ETF · Exchange-traded fund · Betterment SEP IRA (SP) SP $1,001 - $15,000
VWO Vanguard FTSE Emerging Markets ETF · Exchange-traded fund · Betterment SEP IRA $1,001 - $15,000
VWO Vanguard FTSE Emerging Markets ETF · Exchange-traded fund · Betterment SEP IRA (SP) SP $1,001 - $15,000
MGC Vanguard Mega Cap ETF · Exchange-traded fund · Stash (2) $1,001 - $15,000
VMBS Vanguard Mortgage Backed Security · Exchange-traded fund · StartEngine Investment Account $15,001 - $50,000
VGIT Vanguard Scottsdale Intermediate Term Treasury · Exchange-traded fund · Stash (2) $1,001 - $15,000
Vanguard Sector Index Information Technology Exchange-traded fund · Stash IRA $15,001 - $50,000
BNDX Vanguard Total International Bond ETF · Exchange-traded fund · Betterment SEP IRA (SP) SP $1,001 - $15,000
BNDX Vanguard Total International Bond ETF · Exchange-traded fund · Eagle Strategies Investment Account $1,001 - $15,000
V Visa Inc. · Stock (public) · Morgan Stanley Active Assets (1) $15,001 - $50,000
V Visa Inc. · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
V Visa Inc. · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
GWW W.W. Grainger, Inc. Common Stock · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
GWW W.W. Grainger, Inc. Common Stock · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
WMT Walmart Inc. · Stock (public) · Morgan Stanley Active Assets (1) $1,001 - $15,000
WMT Walmart Inc. · Stock (public) · Morgan Stanley Active Assets (5) DC $1,001 - $15,000
WMT Walmart Inc. · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
WM Waste Management, Inc. · Stock (public) · Morgan Stanley Active Assets (6) DC $1,001 - $15,000
STIP iShares 0-5 Year TIPS Bond ETF · Exchange-traded fund · Betterment SEP IRA (SP) SP $15,001 - $50,000
TLH iShares 10-20 Year Treasury Bond ETF · Exchange-traded fund · Eagle Strategies Investment Account $1,001 - $15,000
BAI iShares A.I. Innovation and Tech Active ETF · Exchange-traded fund · Eagle Strategies Investment Account $1,001 - $15,000
AOA iShares Core Aggressive Allocation Fund · Exchange-traded fund · Stash UTMA (DC 1) DC $1,001 - $15,000
AOA iShares Core Aggressive Allocation Fund · Exchange-traded fund · Stash UTMA (DC 2) DC $1,001 - $15,000
HDV iShares Core High Dividend ETF · Exchange-traded fund · Stash UTMA (DC 1) DC $1,001 - $15,000
AGG iShares Core U.S. Aggregate Bond ETF · Exchange-traded fund · Betterment SEP IRA $1,001 - $15,000
AGG iShares Core U.S. Aggregate Bond ETF · Exchange-traded fund · Betterment SEP IRA (SP) SP $1,001 - $15,000
IAU iShares Gold Trust Shares · Exchange-traded fund · Eagle Strategies Investment Account $1,001 - $15,000
IAGG iShares International Aggregate Bond Fund · Exchange-traded fund · Eagle Strategies Investment Account None
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF · Exchange-traded fund · Betterment SEP IRA $1,001 - $15,000
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF · Exchange-traded fund · Betterment SEP IRA (SP) SP $1,001 - $15,000
MTUM iShares MSCI USA Momentum Factor · Exchange-traded fund · Eagle Strategies Investment Account $1,001 - $15,000
OEF iShares S&P 100 Fund · Exchange-traded fund · Eagle Strategies Investment Account $1,001 - $15,000
IVE iShares S&P 500 Value ETF · Exchange-traded fund · Eagle Strategies Investment Account $1,001 - $15,000
TFLO iShares Treasury Floating Rate Bond ETF · Exchange-traded fund · Stash (2) $1,001 - $15,000
ITA iShares U.S. Aerospace & Defense ETF · Exchange-traded fund · Eagle Strategies Investment Account $1,001 - $15,000
DYNF iShares U.S. Equity Factor Rotation Active ETF · Exchange-traded fund · Eagle Strategies Investment Account None
Show all 243

Current holdings

AMAT Last activity: Purchase Jul 13, 2026
STE Last activity: Sale Jul 13, 2026
GWW Last activity: Sale (partial) Jul 13, 2026
HCA Last activity: Purchase Jun 17, 2026
HD Last activity: Purchase Jun 17, 2026
META Last activity: Purchase Jun 17, 2026
MSFT Last activity: Purchase Jun 17, 2026
MNST Last activity: Purchase Jun 17, 2026
SPGI Last activity: Sale Jun 17, 2026
SPCX Last activity: Purchase Jun 12, 2026
COR Last activity: Sale May 6, 2026
GILD Last activity: Purchase May 6, 2026
AXP Last activity: Purchase Mar 31, 2026
ASML Last activity: Purchase Mar 31, 2026
AVGO Last activity: Purchase Mar 31, 2026
CAT Last activity: Sale (partial) Mar 31, 2026
CB Last activity: Purchase Mar 31, 2026
CMI Last activity: Sale (partial) Mar 31, 2026
GE Last activity: Purchase Mar 31, 2026
GD Last activity: Purchase Mar 31, 2026
MCD Last activity: Purchase Mar 31, 2026
MSI Last activity: Purchase Mar 31, 2026
PANW Last activity: Purchase Mar 31, 2026
PH Last activity: Purchase Mar 31, 2026
QCOM Last activity: Sale Mar 31, 2026
ACN Last activity: Sale Mar 23, 2026
ADP Last activity: Sale Mar 23, 2026
BRO Last activity: Sale Mar 23, 2026
ORCL Last activity: Sale Mar 23, 2026
CI Last activity: Sale Mar 23, 2026
TJX Last activity: Purchase Mar 23, 2026
TSCO Last activity: Sale Mar 23, 2026
ROP Last activity: Sale Feb 27, 2026
ATO Last activity: Purchase Dec 2, 2025
MCK Last activity: Purchase Dec 2, 2025
PEP Last activity: Sale Dec 2, 2025
PEG Last activity: Purchase Dec 2, 2025
SO Last activity: Purchase Dec 2, 2025
CARR Last activity: Sale Oct 10, 2025
CSCO Last activity: Purchase Oct 10, 2025
DELL Last activity: Purchase Oct 10, 2025
GS Last activity: Purchase Oct 10, 2025
JNJ Last activity: Sale (partial) Oct 10, 2025
SHW Last activity: Sale Oct 10, 2025
TSM Last activity: Purchase Oct 10, 2025
TXN Last activity: Sale Oct 10, 2025
UNH Last activity: Sale May 15, 2025
AMGN Last activity: Purchase Apr 16, 2025
NVDA Last activity: Purchase Apr 16, 2025
SBUX Last activity: Sale Apr 10, 2025
ABBV Last activity: Purchase Apr 7, 2025
AMZN Last activity: Purchase Apr 7, 2025
ADI Last activity: Purchase Apr 7, 2025
HON Last activity: Purchase Apr 7, 2025
ITW Last activity: Purchase Apr 7, 2025
LECO Last activity: Sale Apr 7, 2025
LIN Last activity: Purchase Apr 7, 2025
LMT Last activity: Purchase Apr 7, 2025
NEE Last activity: Sale Apr 7, 2025
RPM Last activity: Purchase Apr 7, 2025
SYK Last activity: Purchase Apr 7, 2025
V Last activity: Purchase Apr 7, 2025
ELV Last activity: Sale Mar 10, 2025
GLDW Last activity: Purchase Mar 10, 2025
WST Last activity: Sale Feb 13, 2025
ABT Last activity: Sale Jan 15, 2025
CNI Last activity: Sale Jan 15, 2025
MRK Last activity: Sale Jan 15, 2025
Show all 68

Top investments by return

PANW Purchase Mar 31, 2026 +107.1%
ORCL Purchase Apr 7, 2025 +82.7%
PANW Purchase Mar 23, 2026 +74.6%
PANW Purchase Mar 23, 2026 +74.6%
NVDA Purchase Apr 16, 2025 +63.4%

Full activity log

DateTicker / AssetTypeAmountOversight
Jul 13, 2026 AMAT Purchase $1,001 - $15,000 —
Jul 13, 2026 STE Sale $1,001 - $15,000 —
Jul 13, 2026 GWW Sale $1,001 - $15,000 —
Jun 18, 2026 AMAT Purchase $1,001 - $15,000 —
Jun 17, 2026 HCA Purchase $1,001 - $15,000 House Committee on the Judiciary
Jun 17, 2026 HD Purchase $1,001 - $15,000 —
Jun 17, 2026 META Purchase $1,001 - $15,000 House Committee on the Judiciary
Jun 17, 2026 MSFT Purchase $1,001 - $15,000 House Committee on the Judiciary
Jun 17, 2026 MNST Purchase $1,001 - $15,000 —
Jun 17, 2026 SPGI Sale $1,001 - $15,000 —
Jun 12, 2026 SPCX Purchase $1,001 - $15,000 —
May 6, 2026 COR Sale $1,001 - $15,000 —
May 6, 2026 GILD Purchase $1,001 - $15,000 House Committee on the Judiciary
Mar 31, 2026 AXP Purchase $1,001 - $15,000 —
Mar 31, 2026 ASML Purchase $1,001 - $15,000 —
Mar 31, 2026 AVGO Purchase $1,001 - $15,000 House Committee on the Judiciary
Mar 31, 2026 CAT Sale $1,001 - $15,000 —
Mar 31, 2026 COR Purchase $1,001 - $15,000 —
Mar 31, 2026 CB Purchase $1,001 - $15,000 —
Mar 31, 2026 CMI Sale $1,001 - $15,000 —
Mar 31, 2026 GE Purchase $1,001 - $15,000 House Committee on Foreign Affairs
Mar 31, 2026 GD Purchase $1,001 - $15,000 House Committee on Foreign Affairs
Mar 31, 2026 HD Purchase $1,001 - $15,000 —
Mar 31, 2026 MCD Purchase $1,001 - $15,000 —
Mar 31, 2026 MSI Purchase $1,001 - $15,000 —
Mar 31, 2026 PANW Purchase $1,001 - $15,000 —
Mar 31, 2026 PH Purchase $1,001 - $15,000 —
Mar 31, 2026 QCOM Sale $15,001 - $50,000 House Committee on the Judiciary
Mar 23, 2026 ACN Sale $1,001 - $15,000 —
Mar 23, 2026 ASML Purchase $1,001 - $15,000 —
Mar 23, 2026 ADP Sale $1,001 - $15,000 House Committee on the Judiciary
Mar 23, 2026 BRO Sale $1,001 - $15,000 —
Mar 23, 2026 COR Purchase $1,001 - $15,000 —
Mar 23, 2026 GE Purchase $1,001 - $15,000 House Committee on Foreign Affairs
Mar 23, 2026 GD Purchase $1,001 - $15,000 House Committee on Foreign Affairs
Mar 23, 2026 MNST Purchase $1,001 - $15,000 —
Mar 23, 2026 MSI Purchase $1,001 - $15,000 —
Mar 23, 2026 ORCL Sale $1,001 - $15,000 House Committee on the Judiciary
Mar 23, 2026 ORCL Sale $15,001 - $50,000 House Committee on the Judiciary
Mar 23, 2026 PANW Purchase $1,001 - $15,000 —
Mar 23, 2026 PH Purchase $1,001 - $15,000 —
Mar 23, 2026 CI Sale $1,001 - $15,000 House Committee on the Judiciary
Mar 23, 2026 TJX Purchase $1,001 - $15,000 —
Mar 23, 2026 TSCO Sale $1,001 - $15,000 —
Mar 23, 2026 TSCO Sale $15,001 - $50,000 —
Feb 27, 2026 ROP Sale $1,001 - $15,000 —
Dec 2, 2025 ATO Purchase $1,001 - $15,000 —
Dec 2, 2025 MCK Purchase $1,001 - $15,000 —
Dec 2, 2025 PEP Sale $1,001 - $15,000 —
Dec 2, 2025 PEP Sale $15,001 - $50,000 —
Dec 2, 2025 PEG Purchase $1,001 - $15,000 —
Dec 2, 2025 SO Purchase $1,001 - $15,000 —
Oct 10, 2025 AXP Purchase $1,001 - $15,000 —
Oct 10, 2025 AXP Purchase $15,001 - $50,000 —
Oct 10, 2025 AVGO Purchase $1,001 - $15,000 House Committee on the Judiciary
Oct 10, 2025 AVGO Purchase $15,001 - $50,000 House Committee on the Judiciary
Oct 10, 2025 CARR Sale $1,001 - $15,000 —
Oct 10, 2025 CSCO Purchase $1,001 - $15,000 House Committee on the Judiciary
Oct 10, 2025 CSCO Purchase $15,001 - $50,000 House Committee on the Judiciary
Oct 10, 2025 DELL Purchase $1,001 - $15,000 —
Oct 10, 2025 DELL Purchase $15,001 - $50,000 —
Oct 10, 2025 GS Purchase $1,001 - $15,000 —
Oct 10, 2025 GS Purchase $15,001 - $50,000 —
Oct 10, 2025 JNJ Sale $1,001 - $15,000 House Committee on the Judiciary
Oct 10, 2025 MCK Purchase $1,001 - $15,000 —
Oct 10, 2025 SHW Sale $1,001 - $15,000 —
Oct 10, 2025 SHW Sale $15,001 - $50,000 —
Oct 10, 2025 TSM Purchase $1,001 - $15,000 House Committee on the Judiciary
Oct 10, 2025 TXN Sale $1,001 - $15,000 —
Oct 10, 2025 TXN Sale $15,001 - $50,000 —
May 15, 2025 HCA Purchase $1,001 - $15,000 House Committee on the Judiciary
May 15, 2025 CI Purchase $1,001 - $15,000 House Committee on the Judiciary
May 15, 2025 UNH Sale $1,001 - $15,000 House Committee on the Judiciary
Apr 16, 2025 AMGN Purchase $1,001 - $15,000 House Committee on the Judiciary
Apr 16, 2025 NVDA Purchase $1,001 - $15,000 House Committee on the Judiciary
Apr 10, 2025 GS Sale $1,001 - $15,000 —
Apr 10, 2025 GS Sale $15,001 - $50,000 —
Apr 10, 2025 SBUX Sale $1,001 - $15,000 —
Apr 7, 2025 ABBV Purchase $1,001 - $15,000 House Committee on the Judiciary
Apr 7, 2025 ACN Purchase $1,001 - $15,000 —
Apr 7, 2025 AMZN Purchase $1,001 - $15,000 House Committee on the Judiciary
Apr 7, 2025 ADI Purchase $1,001 - $15,000 —
Apr 7, 2025 CARR Purchase $1,001 - $15,000 —
Apr 7, 2025 CAT Purchase $1,001 - $15,000 —
Apr 7, 2025 GS Purchase $1,001 - $15,000 —
Apr 7, 2025 HON Purchase $1,001 - $15,000 —
Apr 7, 2025 ITW Purchase $1,001 - $15,000 —
Apr 7, 2025 LECO Sale $1,001 - $15,000 —
Apr 7, 2025 LIN Purchase $1,001 - $15,000 —
Apr 7, 2025 LMT Purchase $1,001 - $15,000 House Committee on Foreign Affairs
Apr 7, 2025 NEE Sale $1,001 - $15,000 —
Apr 7, 2025 NVDA Purchase $1,001 - $15,000 House Committee on the Judiciary
Apr 7, 2025 ORCL Purchase $1,001 - $15,000 House Committee on the Judiciary
Apr 7, 2025 PEP Purchase $1,001 - $15,000 —
Apr 7, 2025 QCOM Purchase $1,001 - $15,000 House Committee on the Judiciary
Apr 7, 2025 RPM Purchase $1,001 - $15,000 —
Apr 7, 2025 SHW Purchase $1,001 - $15,000 —
Apr 7, 2025 SO Purchase $1,001 - $15,000 —
Apr 7, 2025 SYK Purchase $1,001 - $15,000 —
Apr 7, 2025 TXN Purchase $1,001 - $15,000 —
Apr 7, 2025 TJX Purchase $1,001 - $15,000 —
Apr 7, 2025 TSCO Purchase $1,001 - $15,000 —
Apr 7, 2025 V Purchase $1,001 - $15,000 —
Mar 11, 2025 AVGO Sale $15,001 - $50,000 House Committee on the Judiciary
Mar 11, 2025 NVDA Purchase $1,001 - $15,000 House Committee on the Judiciary
Mar 10, 2025 AVGO Sale $1,001 - $15,000 House Committee on the Judiciary
Mar 10, 2025 ELV Sale $1,001 - $15,000 House Committee on the Judiciary
Mar 10, 2025 NVDA Purchase $1,001 - $15,000 House Committee on the Judiciary
Mar 10, 2025 GLDW Purchase $1,001 - $15,000 —
Mar 10, 2025 TJX Purchase $1,001 - $15,000 —
Feb 13, 2025 WST Sale $1,001 - $15,000 House Committee on the Judiciary
Jan 15, 2025 ABT Sale $1,001 - $15,000 House Committee on the Judiciary
Jan 15, 2025 ABBV Purchase $1,001 - $15,000 House Committee on the Judiciary
Jan 15, 2025 CNI Sale $1,001 - $15,000 —
Jan 15, 2025 GS Purchase $1,001 - $15,000 —
Jan 15, 2025 MCK Purchase $1,001 - $15,000 —
Jan 15, 2025 MRK Sale $1,001 - $15,000 House Committee on the Judiciary
Jan 15, 2025 SYK Purchase $1,001 - $15,000 —