Total Purchases (max)
$0
Total Sales (max)
$0
Net Portfolio Value
$0
0 active positions of 34 total · Using max values from amount ranges
| # | Ticker↕ | Asset↕ | Purchases↕ | Sales↕ | Net Value↓ | Txns↕ | % of Portfolio |
|---|---|---|---|---|---|---|---|
| 1 | SDZNY | stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Cʑʏʏʇʐʖʕ: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFS and mutual funds, per best practices. SANDOZ GROUP AG S/ADR | — | $15K | -$15K | 1 | — |
| 2 | SPCE | stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Cʑʏʏʇʐʖʕ: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Virgin Galactic Holdings, Inc. Common Stock | — | $15K | -$15K | 1 | — |
| 3 | AEP | American Electric Power Company, Inc. | — | $50K | -$50K | 1 | — |
| 4 | BAC | stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Cʑʏʏʇʐʖʕ: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Bank of America Corporation Common Stock | — | $50K | -$50K | 1 | — |
| 5 | C | stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Cʑʏʏʇʐʖʕ: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Citigroup, Inc. Common Stock | — | $50K | -$50K | 1 | — |
| 6 | DEO | stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Cʑʏʏʇʐʖʕ: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Diageo plc Common Stock | — | $50K | -$50K | 1 | — |
| 7 | INTC | stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Cʑʏʏʇʐʖʕ: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Intel Corporation - Common Stock | — | $50K | -$50K | 1 | — |
| 8 | TBPH | Theravance Biopharma, Inc. - Ordinary Shares | — | $50K | -$50K | 1 | — |
| 9 | V | stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Cʑʏʏʇʐʖʕ: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Visa Inc. | — | $50K | -$50K | 1 | — |
| 10 | DIS | stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Cʑʏʏʇʐʖʕ: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Walt Disney Company | — | $50K | -$50K | 1 | — |
| 11 | PL | Planet Labs PBC Class A Common Stock | — | $100K | -$100K | 1 | — |
| 12 | CMCSA | stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Cʑʏʏʇʐʖʕ: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Comcast Corporation - Class A Common Stock | — | $100K | -$100K | 1 | — |
| 13 | JPM | stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Cʑʏʏʇʐʖʕ: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFS and mutual funds, per best practices. JP Morgan Chase & Co. Common Stock | — | $100K | -$100K | 1 | — |
| 14 | LMT | stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Cʑʏʏʇʐʖʕ: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Lockheed Martin Corporation Common Stock | — | $100K | -$100K | 1 | — |
| 15 | MDT | stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Cʑʏʏʇʐʖʕ: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Medtronic plc. Ordinary Shares | — | $100K | -$100K | 1 | — |
| 16 | NEE | stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Cʑʏʏʇʐʖʕ: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFS and mutual funds, per best practices. NextEra Energy, Inc. Common Stock | — | $100K | -$100K | 1 | — |
| 17 | ROK | company-specific holdings into passive ETFS and mutual funds, per best practices. Rockwell Automation, Inc. Common Stock | — | $100K | -$100K | 1 | — |
| 18 | RTX | stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Cʑʏʏʇʐʖʕ: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFS and mutual funds, per best practices. RTX Corporation Common Stock | — | $100K | -$100K | 1 | — |
| 19 | TXN | stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Cʑʏʏʇʐʖʕ: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Texas Instruments Incorporated - Common Stock | — | $100K | -$100K | 1 | — |
| 20 | UNP | stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Cʑʏʏʇʐʖʕ: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Union Pacific Corporation Common Stock | — | $100K | -$100K | 1 | — |
| 21 | NFLX | Cʑʏʏʇʐʖʕ: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Netflix, Inc. - Common Stock | — | $250K | -$250K | 1 | — |
| 22 | CB | stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Cʑʏʏʇʐʖʕ: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Chubb Limited Common Stock | — | $250K | -$250K | 1 | — |
| 23 | KO | stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Cʑʏʏʇʐʖʕ: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Coca-Cola Company | — | $250K | -$250K | 1 | — |
| 24 | HD | stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Cʑʏʏʇʐʖʕ: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Home Depot, Inc. | — | $250K | -$250K | 1 | — |
| 25 | JNJ | stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Cʑʏʏʇʐʖʕ: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Johnson & Johnson Common Stock | — | $250K | -$250K | 1 | — |
| 26 | LIN | stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Cʑʏʏʇʐʖʕ: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Linde plc - Ordinary Shares | — | $250K | -$250K | 1 | — |
| 27 | MMC | stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Cʑʏʏʇʐʖʕ: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Marsh & McLennan Companies, Inc. Common Stock | — | $250K | -$250K | 1 | — |
| 28 | MCD | stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Cʑʏʏʇʐʖʕ: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFS and mutual funds, per best practices. McDonald's Corporation Common Stock | — | $250K | -$250K | 1 | — |
| 29 | NVS | stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Cʑʏʏʇʐʖʕ: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Novartis AG Common Stock | — | $250K | -$250K | 1 | — |
| 30 | PG | stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Cʑʏʏʇʐʖʕ: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Procter & Gamble Company | — | $250K | -$250K | 1 | — |
| 31 | RSG | stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Cʑʏʏʇʐʖʕ: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Republic Services, Inc. Common Stock | — | $250K | -$250K | 1 | — |
| 32 | RCL | stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Cʑʏʏʇʐʖʕ: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Royal Caribbean Cruises Ltd. Common Stock | — | $250K | -$250K | 1 | — |
| 33 | MSFT | stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Cʑʏʏʇʐʖʕ: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFS and mutual funds, per best practices. Microsoft Corporation - Common Stock | — | $500K | -$500K | 1 | — |
| 34 | INVA | Innoviva, Inc. - Common Stock | — | $600K | -$600K | 2 | — |