Sheldon Whitehouse

Sheldon Whitehouse

U.S. Senator92 filings811 transactions
View on Senate EFD

Total Purchases (max)

$6.4M

Total Sales (max)

$1.8M

Net Portfolio Value

$4.6M

79 active positions of 216 total · Using max values from amount ranges

#Ticker↕Asset↕Purchases↕Sales↕Net Value↓Txns↕% of Portfolio
1VVisa Inc.$265K$45K$220K94.8%
2GILDGilead Sciences, Inc.$315K$125K$190K204.1%
3BIIBBiogen Inc.$275K$95K$180K203.9%
4WMTWalmart Inc.$170K—$170K93.7%
5JPMJPMorgan Chase & Co.$170K—$170K93.7%
6BEAVB/E Aerospace Inc. (NASDAQ)$215K$50K$165K63.6%
7JPJQLJP MORGAN CHASE (OTC Markets)$150K—$150K33.3%
8AMGNAmgen Inc$170K$30K$140K113.1%
9NFLXNetflix, Inc.$185K$65K$120K122.6%
10LRCXLam Research Corp$165K$50K$115K122.5%
11—PANW$105K—$105K72.3%
12—MACYS RETAIL HLDINGS INC Rate/Coupon: 3.8% Matures: 01/15/2022$100K—$100K22.2%
13LMTLockheed Martin Corporation$100K—$100K22.2%
14—JP Morgan Chase & Co 6.75% FXD to 2/1/24 Rate/Coupon: 6.75 Matures: 01/01/2024$100K—$100K22.2%
15UTXUnited Technologies Corp. (NYSE)$100K—$100K22.2%
16KORSMichael Kors Holdings Limited (NYSE)$155K$60K$95K122.1%
17CCitigroup Inc.$120K$30K$90K102.0%
18QLIKQlik Technologies, Inc. (NASDAQ)$90K—$90K62.0%
19AMZNAmazon.com, Inc.$165K$80K$85K71.9%
20BMYBristol-Myers Squibb Company$150K$65K$85K121.9%
21MSFTMicrosoft Corp$130K$50K$80K51.7%
22BABAAlibaba Group Holding Limited$130K$50K$80K51.7%
23PEPPepsiCo, Inc.$90K$15K$75K71.6%
24GOOGLAlphabet Inc.$75K—$75K51.6%
25KLXIKLX Inc. (NASDAQ)$90K$15K$75K71.6%
26LLYEli Lilly and Company$65K—$65K21.4%
27BACBank of America Corporation$65K—$65K21.4%
28ELEstee Lauder Companies$90K$30K$60K81.3%
29NWLNewell Brands Inc.$90K$30K$60K81.3%
30TJXThe TJX Companies, Inc.$75K$15K$60K61.3%
31CSCOCisco Systems, Inc.$60K—$60K41.3%
32TWXTime Warner Inc. (NYSE)$60K—$60K41.3%
33DLRDigital Realty Trust, Inc.$50K—$50K11.1%
34—GE CO 5% FIXED TO 01/21/21 Rate/Coupon: 5% Matures: 01/21/21$50K—$50K11.1%
35—RI HEALTH & EDUC 762197TQ4 Rate/Coupon: 4.0 Matures: 09/15/2034$50K—$50K11.1%
36—GENERAL MOTORS FINANCIAL Rate/Coupon: 3.2 Matures: 07/06/2021$50K—$50K11.1%
37—RHODE IS INFRASTRUCTURE BK Rate/Coupon: 3.0 Matures: 10/01/2032$50K—$50K11.1%
38VZVerizon Communications Inc$90K$45K$45K91.0%
39ADIAnalog Devices$95K$50K$45K61.0%
40LLTCLinear Technology Corporation$60K$15K$45K51.0%
41ORCLOracle Corporation$90K$45K$45K91.0%
42CMRECostamare Inc. (NYSE)$95K$50K$45K51.0%
43GSThe Goldman Sachs Group, Inc.$90K$50K$40K70.9%
44TAT&T Inc.$150K$115K$35K130.8%
45SQSquare, Inc.$30K—$30K20.7%
46BRK-BBerkshire Hathaway Inc.$30K—$30K20.7%
47BTOJohn Hancock Financial Opportunities Fund$30K—$30K20.7%
48XER.BEXEROX CORP Rate/Coupon: 4.5% Matures: 05/15/2021$30K—$30K20.7%
49UAUnder Armour, Inc.$60K$30K$30K60.7%
50WFCWells Fargo & Company (NYSE)$30K—$30K20.7%
51PRUPrudential Financial, Inc. (NYSE)$45K$15K$30K40.7%
52QQQPowerShares QQQ Trust, Series 1 (NASDAQ)$30K—$30K20.7%
53VDCVanguard Consumer Staples ETF$30K—$30K20.7%
54WMWaste Management, Inc.$75K$50K$25K60.5%
55KOCoca-Cola Company$75K$60K$15K90.3%
56MCDMcDonald's Corp$30K$15K$15K30.3%
57CCICrown Castle Inc$15K—$15K10.3%
58INTCIntel Corporation$65K$50K$15K30.3%
59PGThe Procter & Gamble Company$15K—$15K10.3%
60PYPLPayPal Holdings, Inc.$15K—$15K10.3%
61DALDelta Air Lines, Inc.$15K—$15K10.3%
62MGAMagna International Inc.$65K$50K$15K30.3%
63SYKStryker Corporation$15K—$15K10.3%
64HPQHP Inc.$15K—$15K10.3%
65VEVIXVictory Sycamore Established Value I$15K—$15K10.3%
66WBAWalgreens Boots Alliance, Inc.$30K$15K$15K30.3%
67WPCW. P. Carey Inc.$15K—$15K10.3%
68METMetLife, Inc.$15K—$15K10.3%
69HOTStarwood Hotels & Resorts Worldwide Inc.$15K—$15K10.3%
70CERNCerner Corporation$15K—$15K10.3%
71TRIPTripAdvisor Inc. (NASDAQ)$30K$15K$15K30.3%
72AAgilent Technologies Inc. (NYSE)$30K$15K$15K30.3%
73ISISIsis Pharmaceuticals, Inc. (NASDAQ)$15K—$15K10.3%
74HYTBlackrock Corporate High Yield (NYSE)$15K—$15K10.3%
75MOAltria Group Inc. (NYSE)$15K—$15K10.3%
76LOWLowe's Companies Inc. (NYSE)$15K—$15K10.3%
77ULUnilever Plc ADR$90K$80K$10K90.2%
78MRKMerck & Co., Inc.$60K$50K$10K50.2%
79ACEACE Limited (NYSE)$60K$50K$10K50.2%
80CELHCelsius Holdings Inc$15K$15K$02—
81SNOWSnowflake Inc Cl A$15K$15K$02—
82JNJJohnson & Johnson$100K$100K$04—
83PFEPfizer Inc$15K$15K$02—
84TGTTarget Corp$50K$50K$02—
85JNJ KVUEJohnson & Johnson Common Stock (Exchanged) Kenvue Inc. Common Stock (Received)——$02—
86FTV VNTFortive Corporation (Exchanged) Vontier Corporation (Received)——$02—
87UTX CARRRaytheon Technologies Corporation (Exchanged) Carrier Global Corporation (Received)——$02—
88UTX OTISRaytheon Technologies Corporation (Exchanged) Otis Worldwide Corporation (Received)——$02—
89RTN UTXRaytheon Company (Exchanged) Raytheon Technologies Corporation (Received)——$01—
90-- RTXUTX - United Technologies Corporation (Exchanged) Raytheon Technologies Corporation (Received)——$01—
91ILMNIllumina, Inc.$15K$15K$02—
92CGNXCognex Corporation$50K$50K$02—
93SIEGYSiemens Aktiengesellschaft$50K$50K$02—
94—INGERSOLL RAND PLC SHARES (Exchanged) TRANE TECHNOLOGIES PLC (Received)——$01—
95—INGERSOLL RAND PLC SHS (Exchanged) TRANE TECHNOLOGIES PLC (Received)——$01—
96AET CVSAetna Inc. (Exchanged) CVS Health Corporation (Received)——$01—
97KHCThe Kraft Heinz Company$15K$15K$02—
98ONON Semiconductor Corporation$15K$15K$02—
99USBU.S. Bancorp$15K$15K$02—
100MMM3M Company$50K$50K$02—
101ABTABT-Abbott Laboratories$15K$15K$02—
102LWLamb Weston Holdings, Inc.——$01—
103MARMAR - Marriott International, Inc.——$01—
104FTVFortive Corporation——$01—
105—GPRO$30K$30K$04—
106—FEYE$15K$15K$02—
107PCARPACCAR Inc.$30K$30K$04—
108RTNRaytheon Company (NYSE)$15K$15K$02—
109ABBVAbbVie Inc. (NYSE)$15K$15K$02—
110MDTMedtronic plc——$01—
111AIGAmerican International Group, Inc. (NYSE)$15K$15K$02—
112NEENextEra Energy, Inc. (NYSE)$50K$50K$02—
113NOVNational Oilwell Varco, Inc. (NYSE)$50K$50K$02—
114DISHDISH Network Corporation$75K$80K-$5K8—
115JCIJohnson Controls International plc$45K$50K-$5K4—
116MCKMcKesson Corporation$45K$50K-$5K4—
117ESRXExpress Scripts Holding Company$60K$65K-$5K6—
118MMacy's, Inc.$90K$95K-$5K10—
119KVUEKenvue Inc—$15K-$15K1—
120MAMastercard Inc$15K$30K-$15K3—
121—JP MORGAN CHASE & CO Rate/Coupon: 6.12% Matures: 02/12/2056—$15K-$15K1—
122IRIngersoll Rand Inc—$15K-$15K1—
123NVSNovartis Ag ADR—$15K-$15K1—
124TELTE Connectivity Ltd.—$15K-$15K1—
125BHFBrighthouse Financial, Inc.—$15K-$15K2—
126NKENIKE, Inc.—$15K-$15K1—
127BIVVBioverativ Inc.—$15K-$15K2—
128AKAMAkamai Technologies, Inc.—$15K-$15K1—
129—Raymond James Financial Rate/Coupon: 6.9 Matures: 03/15/2042—$15K-$15K1—
130—CHL CHINA MOBILE LTD—$15K-$15K1—
131WECWEC-WEC-WEC Energy Group, Inc.—$15K-$15K1—
132SOSO-SO-Southern Company—$15K-$15K1—
133—General Electric Cap Corp Rate/Coupon: 6.375% Matures: 01/15/2067—$15K-$15K1—
134SSYSStratasys Ltd. (NASDAQ)$15K$30K-$15K3—
135—JPMORGAN CHASE CAPITAL XXIX 6.75 Rate/Coupon: 6.7 Matures: 04/02/2040—$15K-$15K1—
136DDE. I. du Pont de Nemours and Company (NYSE)—$15K-$15K1—
137KEYSKeysight Technologies, Inc. (NYSE)—$15K-$15K1—
138DEDeere & Company (NYSE)—$15K-$15K1—
139SBUXStarbucks Corp$90K$110K-$20K11—
140HASHasbro, Inc.$30K$50K-$20K3—
141ETNEaton Corporation plc$60K$80K-$20K7—
142REGNRegeneron Pharmaceuticals, Inc.$30K$50K-$20K3—
143CHLChina Mobile Limited (NYSE)$30K$50K-$20K3—
144—XEROX CORP Rate/Coupon: 4.5% Matures: 05/15/21—$30K-$30K2—
145CARRCarrier Global Corporation—$30K-$30K2—
146OTISOtis Worldwide Corporation—$30K-$30K2—
147IBMInternational Business Machines Corporation$60K$90K-$30K10—
148REZIResideo Technologies, Inc.—$30K-$30K2—
149TMUST-Mobile US, Inc.—$30K-$30K2—
150TWTRTwitter, Inc.—$30K-$30K2—
151MMCMarsh & McLennan Companies, Inc.—$30K-$30K2—
152VMWVMware, Inc.—$30K-$30K2—
153GMEGameStop Corp.—$30K-$30K2—
154HYHHalyard Health, Inc. (NYSE)—$30K-$30K2—
155EMREmerson Electric Co. (NYSE)—$30K-$30K2—
156HMCHonda Motor Co., Ltd. (NYSE)—$30K-$30K2—
157PGRProgressive Corp$15K$50K-$35K2—
158NVDANvidia Corp$165K$200K-$35K15—
159DEODiageo Plc ADR$15K$50K-$35K2—
160CBChubb Limited$15K$50K-$35K2—
161AXPAmerican Express Company$15K$50K-$35K2—
162TUTELUS Corporation (NYSE)$15K$50K-$35K2—
163DISWalt Disney Company$90K$130K-$40K10—
164CAGConagra Brands Inc—$45K-$45K3—
165VLTOVeralto Corporation—$45K-$45K3—
166FFord Motor Company$60K$105K-$45K11—
167—RI INFRASTRUCTURE BK SAFE DRINKIN Rate/Coupon: 3.0% Matures: 10/01/2032—$50K-$50K1—
168RTXRTX Corporation Common Stock—$50K-$50K1—
169CMCSAComcast Corp A—$50K-$50K1—
170—Genl Motors Financial Co Inc Rate/Coupon: 3.2% Matures: 07/06/2021—$50K-$50K1—
171—GENERAL ELECTRIC CO FIXED TO 012021 Rate/Coupon: 5.0% Matures: 04/07/2061—$50K-$50K1—
172—AT&T, INC Rate/Coupon: 5.8% Matures: 02/15/2019—$50K-$50K1—
173HDThe Home Depot, Inc.$15K$65K-$50K3—
174COSTCostco Wholesale Corporation—$50K-$50K1—
175—Goldman Sachs Group, Inc. Rate/Coupon: 6.2 Matures: 09/01/2017—$50K-$50K1—
176PSAPublic Storage—$50K-$50K1—
177—STT-State Street Corporation—$50K-$50K1—
178—YHOO—$50K-$50K1—
179ACNAccenture plc (NYSE)—$50K-$50K1—
180COF-PPCapital One Financial Corp Pfd (NYSE)—$50K-$50K1—
181LNKDLinkedIn Corporation (NYSE)$15K$65K-$50K3—
182MDPMeredith Corporation (NYSE)—$50K-$50K1—
183SYMCSymantec Corporation (NASDAQ)—$50K-$50K1—
184—CY$75K$130K-$55K9—
185COFCapital One Financial Corporation$50K$115K-$65K4—
186BUDAnheuser-Busch InBev SA/NV$15K$80K-$65K4—
187BAThe Boeing Company$45K$115K-$70K6—
188ESSEssex Property Trust, Inc. Common Stock—$80K-$80K3—
189GEGeneral Electric Company$60K$140K-$80K11—
190LBL Brands, Inc.—$80K-$80K3—
191VODVOD-VOD-Vodafone Group Plc—$80K-$80K3—
192QCOMQUALCOMM Incorporated$30K$115K-$85K5—
193FBFacebook, Inc.$90K$180K-$90K11—
194UNHUnitedhealth Group Inc—$100K-$100K2—
195KMBKimberly-Clark Corp—$100K-$100K1—
196TTTrane Technologies plc—$100K-$100K2—
197—IFF.SG - Intl Flavors & Fragr (Stuttgart)—$100K-$100K1—
198CVSCVS Health Corporation$45K$145K-$100K8—
199—GOLDMAN SACHS GROUP 6.2%—$100K-$100K2—
200APAApache Corp. (NYSE)—$100K-$100K1—
201XLNXXilinx Inc. (NASDAQ)—$100K-$100K2—
202EBAYeBay Inc. (NASDAQ)—$100K-$100K2—
203STTState Street Corporation—$110K-$110K5—
204UNPUnion Pacific Corporation—$115K-$115K3—
205SLBSchlumberger Limited (NYSE)$15K$150K-$135K4—
206—YUM—$150K-$150K3—
207GISGeneral Mills, Inc. (NYSE)—$150K-$150K3—
208HONHoneywell International Inc—$165K-$165K4—
209MCHPMicrochip Technology Incorporated—$165K-$165K4—
210TSLATesla Inc$155K$350K-$195K11—
211NSRGYNestlé S.A.—$200K-$200K4—
212VARVarian Medical Systems, Inc. (NYSE)—$200K-$200K4—
213—VFC—$235K-$235K11—
214CLXThe Clorox Company (NYSE)—$265K-$265K6—
215DHRDanaher Corp$15K$305K-$290K12—
216AAPLApple Inc—$490K-$490K14—