Zoe Lofgren

CA18Member43 filings463 transactions

Total Purchases (max)

$2.0M

Total Sales (max)

$410K

Net Portfolio Value

$1.6M

60 active positions of 202 total · Using max values from amount ranges

#Ticker↕Asset↕Purchases↕Sales↕Net Value↓Txns↕% of Portfolio
1—Lynwood unified School District gO bonds$250K—$250K115.2%
2—Pepsico Inc.$100K—$100K26.1%
3—Cisco Systems Inc. Noncallable$50K—$50K13.0%
4—Westpac Banking Corp Noncallable$50K—$50K13.0%
5—Bank of America Corp. MTN$50K—$50K13.0%
6—Citigroup Inc.$50K—$50K13.0%
7—goldman Sachs grp Inc. MTN$50K—$50K13.0%
8—JP Morgan Chase & Co.$50K—$50K13.0%
9—Oracle Corp.$50K—$50K13.0%
10—united Parcel Service$50K—$50K13.0%
11—Wells Fargo Co MTN$50K—$50K13.0%
12AMATApplied Materials, Inc.$65K$30K$35K42.1%
13UNPUnion Pacific Corporation$100K$65K$35K42.1%
14—Anheuser-Busch Inbev Fin$50K$15K$35K22.1%
15AONAon plc Class A Ordinary Shares$45K$15K$30K41.8%
16—blackstone Inc. (bX)$30K—$30K21.8%
17—Home depot, Inc. (Hd)$45K$15K$30K41.8%
18ACNAccenture plc Class A Ordinary Shares$30K$15K$15K30.9%
19CTASCintas Corporation$45K$30K$15K50.9%
20EWEdwards Lifesciences Corporation$45K$30K$15K50.9%
21JPMJP Morgan Chase & Co.$45K$30K$15K50.9%
22NXPINXP Semiconductors N.V.$30K$15K$15K30.9%
23SBUXStarbucks Corporation$45K$30K$15K50.9%
24TMOThermo Fisher Scientific Inc$45K$30K$15K50.9%
25TMUST-Mobile US, Inc.$45K$30K$15K50.9%
26DISWalt Disney Company$45K$30K$15K50.9%
27—AEP Texas Inc.$15K—$15K10.9%
28ALLYAlly Financial Inc.$30K$15K$15K30.9%
29—Vodafone Group PLC$15K—$15K10.9%
30—Wells Fargo & Company (WFC) Med. Term Note$15K—$15K10.9%
31—berkshire Hathaway Inc. New (BRK.b)$30K$15K$15K30.9%
32PGXInvesco Preferred ETF$15K—$15K10.9%
33MDNDFMcdonalds Company Ltd Tokyo Ordinary Shares$15K—$15K10.9%
34NWLNewell brands Inc.$15K—$15K10.9%
35—Anheuser-busch Inbev SA Sponsored ADR (belgium) (bud)$15K—$15K10.9%
36—Jefferies group LLC$15K—$15K10.9%
37—uS bancorp$15K—$15K10.9%
38—ViacomCbS Inc.$15K—$15K10.9%
39—Bank of Montreal Medium Term Note$15K—$15K10.9%
40—Waste Management Inc.$15K—$15K10.9%
41—AT&T Inc.$15K—$15K10.9%
42—Bank of Nova Scotia MTN$15K—$15K10.9%
43—Capital One Finl Co$15K—$15K10.9%
44—Dow Chemical Co.$15K—$15K10.9%
45—general Motors Finl Co$15K—$15K10.9%
46—Home Depot Inc.$15K—$15K10.9%
47—Morgan Stanley$15K—$15K10.9%
48—Sumitomo Mitsui Finl grp$15K—$15K10.9%
49—Tyson Foods Inc.$15K—$15K10.9%
50—Verizon Comm Inc.$15K—$15K10.9%
51DOWDow Chemical Company$15K—$15K20.9%
52TWXTime Warner Inc. New$15K—$15K20.9%
53—bb&T Corporation (bbT)$15K—$15K10.9%
54—California State Public Works board Lease Revenue bonds, Ser. D$15K—$15K10.9%
55—b&g Foods, Inc. b&g Foods, Inc. (bgS)$15K—$15K10.9%
56CNSLConsolidated Communications Holdings, Inc.$15K—$15K10.9%
57IRIngersoll-Rand plc$15K—$15K10.9%
58LPTLiberty Property Trust$15K—$15K10.9%
59HCNWelltower Inc.$15K—$15K10.9%
60SCTY2000023184 JT SolarCity Corporation$15K—$15K30.9%
61ABBVAbbVie Inc.$15K$15K$02—
62ADBEAdobe Inc.$45K$45K$06—
63AMZNAmazon.com, Inc.$30K$30K$04—
64AMTAmerican Tower Corporation (REIT)$15K$15K$02—
65AWKAmerican Water Works Company, Inc.$30K$30K$04—
66ARCCAres Capital Corporation - Closed End Fund$30K$30K$04—
67ASMLASML Holding N.V. - New York Registry Shares$15K$15K$02—
68TAT&T Inc.$30K$30K$04—
69AGRAvangrid, Inc.$30K$30K$04—
70BCEBCE, Inc.$15K$15K$02—
71BDXBecton, Dickinson and Company$15K$15K$02—
72CATCaterpillar, Inc.$15K$15K$02—
73CCitigroup, Inc.$15K$15K$02—
74CMECME Group Inc. - Class A$30K$30K$04—
75KOCoca-Cola Company$30K$30K$04—
76CMCSAComcast Corporation - Class A$30K$30K$04—
77COSTCostco Wholesale Corporation$30K$30K$04—
78DHRDanaher Corporation$30K$30K$04—
79DECKDeckers Outdoor Corporation$15K$15K$02—
80EQIXEquinix, Inc.$15K$15K$02—
81ESEversource Energy$30K$30K$04—
82FITBFifth Third Bancorp$15K$15K$02—
83FHNFirst Horizon Corporation$15K$15K$02—
84GISGeneral Mills, Inc.$45K$45K$06—
85GILDGilead Sciences, Inc.$15K$15K$02—
86HIGHartford Financial Services Group, Inc.$15K$15K$02—
87HCAHCA Healthcare, Inc.$30K$30K$04—
88LCIDLucid Group, Inc.$15K$15K$02—
89MAMastercard Incorporated$45K$45K$06—
90MRKMerck & Company, Inc. Common Stock$30K$30K$04—
91MSMorgan Stanley$15K$15K$02—
92NTAPNetApp, Inc.$15K$15K$02—
93NEENextEra Energy, Inc.$30K$30K$04—
94NNNNNN REIT, Inc.$30K$30K$04—
95ODFLOld Dominion Freight Line, Inc.$15K$15K$02—
96PEPPepsico, Inc.$30K$30K$04—
97PFEPfizer, Inc.$30K$30K$04—
98QCOMQUALCOMM Incorporated$30K$30K$04—
99PWRQuanta Services, Inc.$15K$15K$02—
100ROPRoper Technologies, Inc.$15K$15K$02—
101SPGIS&P Global Inc.$15K$15K$02—
102SHWSherwin-Williams Company$15K$15K$02—
103TJXTJX Companies, Inc.$15K$15K$02—
104TTTrane Technologies plc$30K$30K$04—
105TRUTransUnion$15K$15K$02—
106UNHUnitedHealth Group Incorporated Common Stock$60K$60K$08—
107VZVerizon Communications Inc.$45K$45K$06—
108VVisa Inc.$45K$45K$06—
109WBAWalgreens Boots Alliance, Inc.$15K$15K$02—
110WBKWestpac Banking Corporation$15K$15K$02—
111ZTSZoetis Inc. Class A$45K$45K$06—
112EXPEExpedia Group, Inc.$15K$15K$02—
113—Credit Suisse USA Inc.$15K$15K$02—
114CRLCharles River Laboratories International, Inc.$15K$15K$02—
115SYFSynchrony Financial$15K$15K$02—
116WMTWalmart Inc.$30K$30K$04—
117—gilead Sciences Inc.$15K$15K$02—
118APHAmphenol Corporation$15K$15K$02—
119AAPLApple Inc.$15K$15K$02—
120—Chubb Limited (Cb)$15K$15K$02—
121CMSCMS Energy Corporation$15K$15K$02—
122CLColgate-Palmolive Company$15K$15K$02—
123—dominion Energy, Inc. (d)$15K$15K$02—
124—duke Energy Corporation (duK)$15K$15K$02—
125EPREPR Properties$15K$15K$02—
126ESSEssex Property Trust, Inc.$15K$15K$02—
127—Facebook, Inc. - Class A (Fb)$15K$15K$02—
128HTAHealthcare Trust of America, Inc. Class A$15K$15K$02—
129INTCIntel Corporation$15K$15K$02—
130JNJJohnson & Johnson$15K$15K$02—
131KMBKimberly-Clark Corporation$15K$15K$02—
132MGAMagna International, Inc.$15K$15K$02—
133MSFTMicrosoft Corporation$15K$15K$02—
134PNCPNC Financial Services group, Inc.$15K$15K$02—
135—Procter & gamble Company (Pg)$15K$15K$02—
136PRUPrudential Financial, Inc.$15K$15K$02—
137SYYSysco Corporation$15K$15K$02—
138XELXcel Energy Inc.$15K$15K$02—
139—Simon Property group$15K$15K$02—
140SIXSix Flags Entertainment Corporation New$15K$15K$02—
141BLKblackRock, Inc.$15K$15K$02—
142CMAComerica Incorporated$15K$15K$02—
143STISunTrust banks, Inc.$15K$15K$02—
144BABAAlibaba group Holding Limited American Depositary Shares each representing one Ordinary share$15K$15K$02—
145ECLEcolab Inc.$15K$15K$02—
146CELGCelgene Corporation$15K$15K$02—
147LLYEli Lilly and Company$15K$15K$02—
148GSKglaxoSmithKline PLC$15K$15K$02—
149GPTgramercy Property Trust$15K$15K$02—
150LIILennox International, Inc.$15K$15K$02—
151PPLPPL Corporation$15K$15K$02—
152—u.S. bancorp (uSb)$15K$15K$02—
153VMCVulcan Materials Company$15K$15K$02—
154LTCLTC Properties, Inc.$15K$15K$02—
155PCGPacific gas & Electric Co.$15K$15K$02—
156EFXEquifax, Inc.$15K$15K$02—
157—California state general Obligation bond——$01—
158AEPAmerican Electric Power Company, Inc.$30K$45K-$15K5—
159BUDAnheuser-Busch Inbev SA Sponsored ADR$15K$30K-$15K3—
160BMOBank Of Montreal—$15K-$15K1—
161BRK.BBerkshire Hathaway Inc. New—$15K-$15K1—
162BXBlackstone Inc.—$15K-$15K1—
163CINFCincinnati Financial Corporation$15K$30K-$15K3—
164CSCOCisco Systems, Inc.$30K$45K-$15K5—
165CCICrown Castle Inc.—$15K-$15K1—
166CVSCVS Health Corporation$15K$30K-$15K3—
167DDominion Energy, Inc.—$15K-$15K1—
168DUKDuke Energy Corporation—$15K-$15K1—
169EMREmerson Electric Company—$15K-$15K1—
170ETREntergy Corporation—$15K-$15K1—
171IPGInterpublic Group of Companies, Inc.—$15K-$15K1—
172JEFJefferies Financial Group Inc.—$15K-$15K1—
173KLACKLA Corporation$30K$45K-$15K5—
174MCDMcDonald's Corporation$15K$30K-$15K3—
175METMetLife, Inc.—$15K-$15K1—
176MAAMid-America Apartment Communities, Inc.$15K$30K-$15K3—
177PAYXPaychex, Inc.$15K$30K-$15K3—
178PGProcter & Gamble Company—$15K-$15K1—
179PLDProLogis, Inc.$15K$30K-$15K4—
180SONSonoco Products Company—$15K-$15K1—
181USBU.S. Bancorp—$15K-$15K1—
182—Tyson Foods Inc—$15K-$15K1—
183—general Motors Finl Co (corporate bond)—$15K-$15K1—
184HDHome Depot, Inc.—$15K-$15K1—
185—Anheuser-busch Inbev Fin—$15K-$15K1—
186WMWaste Management, Inc.—$15K-$15K1—
187—Verizon Comm. Inc.—$15K-$15K1—
188GOOGLAlphabet Inc. - Class A$15K$30K-$15K3—
189LAMRLamar Advertising Company - Class A—$15K-$15K1—
190PHMPultegroup, Inc.$15K$30K-$15K3—
191WPCW. P. Carey Inc. REIT$15K$30K-$15K3—
192—Dow Chemical Co—$15K-$15K1—
193MMM3M Company—$15K-$15K1—
194TXNTexas Instruments Incorporated—$15K-$15K1—
195BACBank of America Corporation$30K$80K-$50K5—
196OCLCFOracle Corporation Ordinary Shares—$50K-$50K1—
197SOSouthern Company—$50K-$50K1—
198—Pepsico Inc—$50K-$50K1—
199TSLATesla, Inc.—$50K-$50K1—
200CVXChevron Corporation—$50K-$50K1—
201WFCWells Fargo & Company—$60K-$60K4—
202—Deskworks Inc.—$250K-$250K1—