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

#TickerAssetPurchasesSalesNet ValueTxns% of Portfolio
1Lynwood unified School District gO bonds$250K$250K115.2%
2Pepsico Inc.$100K$100K26.1%
3Cisco Systems Inc. Noncallable$50K$50K13.0%
4Westpac Banking Corp Noncallable$50K$50K13.0%
5Bank of America Corp. MTN$50K$50K13.0%
6Citigroup Inc.$50K$50K13.0%
7goldman Sachs grp Inc. MTN$50K$50K13.0%
8JP Morgan Chase & Co.$50K$50K13.0%
9Oracle Corp.$50K$50K13.0%
10united Parcel Service$50K$50K13.0%
11Wells Fargo Co MTN$50K$50K13.0%
12AMATApplied Materials, Inc.$65K$30K$35K42.1%
13UNPUnion Pacific Corporation$100K$65K$35K42.1%
14Anheuser-Busch Inbev Fin$50K$15K$35K22.1%
15AONAon plc Class A Ordinary Shares$45K$15K$30K41.8%
16blackstone Inc. (bX)$30K$30K21.8%
17Home 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%
27AEP Texas Inc.$15K$15K10.9%
28ALLYAlly Financial Inc.$30K$15K$15K30.9%
29Vodafone Group PLC$15K$15K10.9%
30Wells Fargo & Company (WFC) Med. Term Note$15K$15K10.9%
31berkshire 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%
35Anheuser-busch Inbev SA Sponsored ADR (belgium) (bud)$15K$15K10.9%
36Jefferies group LLC$15K$15K10.9%
37uS bancorp$15K$15K10.9%
38ViacomCbS Inc.$15K$15K10.9%
39Bank of Montreal Medium Term Note$15K$15K10.9%
40Waste Management Inc.$15K$15K10.9%
41AT&T Inc.$15K$15K10.9%
42Bank of Nova Scotia MTN$15K$15K10.9%
43Capital One Finl Co$15K$15K10.9%
44Dow Chemical Co.$15K$15K10.9%
45general Motors Finl Co$15K$15K10.9%
46Home Depot Inc.$15K$15K10.9%
47Morgan Stanley$15K$15K10.9%
48Sumitomo Mitsui Finl grp$15K$15K10.9%
49Tyson Foods Inc.$15K$15K10.9%
50Verizon Comm Inc.$15K$15K10.9%
51DOWDow Chemical Company$15K$15K20.9%
52TWXTime Warner Inc. New$15K$15K20.9%
53bb&T Corporation (bbT)$15K$15K10.9%
54California State Public Works board Lease Revenue bonds, Ser. D$15K$15K10.9%
55b&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
113Credit Suisse USA Inc.$15K$15K$02
114CRLCharles River Laboratories International, Inc.$15K$15K$02
115SYFSynchrony Financial$15K$15K$02
116WMTWalmart Inc.$30K$30K$04
117gilead Sciences Inc.$15K$15K$02
118APHAmphenol Corporation$15K$15K$02
119AAPLApple Inc.$15K$15K$02
120Chubb Limited (Cb)$15K$15K$02
121CMSCMS Energy Corporation$15K$15K$02
122CLColgate-Palmolive Company$15K$15K$02
123dominion Energy, Inc. (d)$15K$15K$02
124duke Energy Corporation (duK)$15K$15K$02
125EPREPR Properties$15K$15K$02
126ESSEssex Property Trust, Inc.$15K$15K$02
127Facebook, 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
135Procter & gamble Company (Pg)$15K$15K$02
136PRUPrudential Financial, Inc.$15K$15K$02
137SYYSysco Corporation$15K$15K$02
138XELXcel Energy Inc.$15K$15K$02
139Simon 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
152u.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
157California 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
182Tyson Foods Inc$15K-$15K1
183general Motors Finl Co (corporate bond)$15K-$15K1
184HDHome Depot, Inc.$15K-$15K1
185Anheuser-busch Inbev Fin$15K-$15K1
186WMWaste Management, Inc.$15K-$15K1
187Verizon 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
192Dow 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
198Pepsico Inc$50K-$50K1
199TSLATesla, Inc.$50K-$50K1
200CVXChevron Corporation$50K-$50K1
201WFCWells Fargo & Company$60K-$60K4
202Deskworks Inc.$250K-$250K1