1 year
9.32%
Cumulative estimated return
SPY: 14.60%
Outperformance: -5.28 percentage points
2025-09-15 – 2026-09-15
Missing information
- 10 rows without a saved price.
- 58 sales exceeding observed holdings (unmatched amount omitted).
Byron Donalds
Updated Sep 14, 2026Republican · House FL19
Wikipedia biography ↗Years Elected: About 5.7Rank: #53
Service dates
Federal elected service; earlier service not yet verified.
- Jan 3, 2021 – Sep 16, 2026
Estimated public-equity portfolio performance
3 years
43.32%
Cumulative estimated return
SPY: 70.83%
Outperformance: -27.51 percentage points
2023-09-15 – 2026-09-15
Missing information
- 10 rows without a saved price.
- 58 sales exceeding observed holdings (unmatched amount omitted).
5 years
25.66%
Cumulative estimated return
SPY: 59.46%
Outperformance: -33.80 percentage points
2021-12-31 – 2026-09-15
Missing information
- 10 rows without a saved price.
- 58 sales exceeding observed holdings (unmatched amount omitted).
- Available investment history starts 2021-12-31.
As of Sep 15, 2026. 84 parsed trades. Ranks use three-year return.
How estimates are calculated
Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.
Current holdings
Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.
This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| TTD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $15.00Sep 15, 2026 | Unavailable |
| TTD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $15.00Sep 15, 2026 | Unavailable |
| TW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $101.55Sep 15, 2026 | Unavailable |
| TW | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $101.55Sep 15, 2026 | Unavailable |
| TT | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $422.73Sep 15, 2026 | Unavailable |
| TT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $422.73Sep 15, 2026 | Unavailable |
| V | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $375.62Sep 15, 2026 | Unavailable |
| V | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $375.62Sep 15, 2026 | Unavailable |
| ZTS | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ZTS | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.
Estimated positions as of Sep 15, 2026
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Moran Wealth IRA ⇒ Amphenol Corporation Common Stock (APH) [ST] | not_reported | 118.4031374870504661832174042 | 9194.00 |
| Moran Wealth IRA ⇒ Carlisle Companies Incorporated (CSL) [ST] | not_reported | 32.24447847815573109785587619 | 10455.27 |
| First Citizens BancShares, Inc. - Class A Common Stock (FCNCA) [ST] | not_reported | 2.955510588209694567087740994 | 6385.14 |
| GoDaddy Inc. Class A Common Stock (GDDY) [ST] | not_reported | 34.47054751335163205293199148 | 3529.09 |
| Moran Wealth IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | not_reported | 25.49553855959209687699171447 | 8704.94 |
| Moran Wealth IRA ⇒ IDEXX Laboratories, Inc. - Common Stock (IDXX) [ST] | not_reported | 11.82578747431747298715504117 | 6039.78 |
| Moran Wealth IRA ⇒ QuidelOrtho Corporation (QDEL) [ST] | not_reported | 93.38741683202988210575463990 | 992.71 |
| Moran Wealth IRA ⇒ Robert Half International Inc. (RHI) [ST] | not_reported | 71.74049497847919655667144907 | 2747.66 |
| Moran Wealth IRA ⇒ Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST] | not_reported | 58.08449313556799454039887033 | 7542.85 |
| Moran Wealth IRA ⇒ Sony Group Corporation American Depositary Shares (SONY) [ST] | not_reported | 436.3783017250647067669263155 | 10438.17 |
| Moran Wealth IRA ⇒ Tradeweb Markets Inc. - Class A Common Stock (TW) [ST] | not_reported | 74.39557374000371954621536173 | 7554.87 |
| Veeva Systems Inc. Class A Common Stock (VEEV) [ST] | not_reported | 4.13033435618932910713065828 | 1101.23 |
| Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] | not_reported | 4.18542658218186050852422187 | 2153.95 |
| Moran Wealth IRA ⇒ Waters Corporation (WAT) [ST] | not_reported | 23.35366921594955922704185884 | 9740.58 |
| Moran Wealth IRA ⇒ Zebra Technologies Corporation - Class A (ZBRA) [ST] | not_reported | 31.20198120198120198120198120 | 10693.86 |
| Moran Wealth IRA ⇒ Amphenol Corporation Common Stock (APH) [ST] | spouse | 118.4031374870504661832174042 | 9194.00 |
| Moran Wealth IRA ⇒ Carlisle Companies Incorporated (CSL) [ST] | spouse | 32.24447847815573109785587619 | 10455.27 |
| GoDaddy Inc. Class A Common Stock (GDDY) [ST] | spouse | 34.47054751335163205293199148 | 3529.09 |
| Moran Wealth IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | spouse | 25.49553855959209687699171447 | 8704.94 |
| Moran Wealth IRA ⇒ IDEXX Laboratories, Inc. - Common Stock (IDXX) [ST] | spouse | 11.82578747431747298715504117 | 6039.78 |
| Moran Wealth IRA ⇒ QuidelOrtho Corporation (QDEL) [ST] | spouse | 93.38741683202988210575463990 | 992.71 |
| Moran Wealth IRA ⇒ Robert Half International Inc. (RHI) [ST] | spouse | 71.74049497847919655667144907 | 2747.66 |
| Moran Wealth IRA ⇒ Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST] | spouse | 58.08449313556799454039887033 | 7542.85 |
| Moran Wealth IRA ⇒ Sony Group Corporation American Depositary Shares (SONY) [ST] | spouse | 436.3783017250647067669263155 | 10438.17 |
| Moran Wealth IRA ⇒ Tradeweb Markets Inc. - Class A Common Stock (TW) [ST] | spouse | 74.39557374000371954621536173 | 7554.87 |
| Veeva Systems Inc. Class A Common Stock (VEEV) [ST] | spouse | 4.13033435618932910713065828 | 1101.23 |
| Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] | spouse | 4.18542658218186050852422187 | 2153.95 |
| Moran Wealth IRA ⇒ Waters Corporation (WAT) [ST] | spouse | 23.35366921594955922704185884 | 9740.58 |
| Moran Wealth IRA ⇒ Zebra Technologies Corporation - Class A (ZBRA) [ST] | spouse | 31.20198120198120198120198120 | 10693.86 |
Completed trades
Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Annual schedules and unmatched or ambiguous activity are omitted here.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
All trades
220 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| ZTS — Zoetis Inc. Class A Common Stock (ZTS) [ST] | Multiple owners | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 5 · Ptr Original ↗ · Row 6 · Ptr | Jun 9, 2026 | Sep 11, 2026 |
| CDNS — Cadence Design Systems, Inc. - Common Stock (CDNS) [ST] | Multiple owners | Sale (partial)Source rows (2)$2,002–$30,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr | Jun 5, 2026 | Sep 11, 2026 |
| MPWR — Monolithic Power Systems, Inc. - Common Stock (MPWR) [ST] | Multiple owners | Sale (partial)Source rows (2)$2,002–$30,000 Original ↗ · Row 3 · Ptr Original ↗ · Row 4 · Ptr | Jun 5, 2026 | Sep 11, 2026 |
| CMG — Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | Multiple owners | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr | Apr 2, 2026 | Sep 11, 2026 |
| LLY — Eli Lilly and Company Common Stock (LLY) [ST] | Multiple owners | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 3 · Ptr Original ↗ · Row 4 · Ptr | Apr 2, 2026 | Sep 11, 2026 |
| INTU — Intuit Inc. - Common Stock (INTU) [ST] | Multiple owners | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 5 · Ptr Original ↗ · Row 6 · Ptr | Apr 2, 2026 | Sep 11, 2026 |
| MRVL — Marvell Technology, Inc. - Common Stock (MRVL) [ST] | Multiple owners | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 7 · Ptr Original ↗ · Row 8 · Ptr | Apr 2, 2026 | Sep 11, 2026 |
| NFLX — Netflix, Inc. - Common Stock (NFLX) [ST] | Multiple owners | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr | Mar 20, 2026 | Sep 11, 2026 |
| TTD — The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | Multiple owners | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 5 · Ptr Original ↗ · Row 6 · Ptr | Mar 20, 2026 | Sep 11, 2026 |
| PYPL — PayPal Holdings, Inc. - Common Stock (PYPL) [ST] | Multiple owners | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 3 · Ptr Original ↗ · Row 4 · Ptr | Mar 13, 2026 | Sep 11, 2026 |
| BRO — Brown & Brown, Inc. Common Stock (BRO) [ST] | Multiple owners | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr | Feb 10, 2026 | Sep 11, 2026 |
| PYPL — PayPal Holdings, Inc. - Common Stock (PYPL) [ST] | Multiple owners | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 3 · Ptr Original ↗ · Row 4 · Ptr | Feb 10, 2026 | Sep 11, 2026 |
| NOW — ServiceNow, Inc. Common Stock (NOW) [ST] | Multiple owners | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 5 · Ptr Original ↗ · Row 6 · Ptr | Feb 10, 2026 | Sep 11, 2026 |
| TTD — The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | Multiple owners | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 7 · Ptr Original ↗ · Row 8 · Ptr | Feb 10, 2026 | Sep 11, 2026 |
| HWM — Howmet Aerospace Inc. Common Stock (HWM) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr | Jan 8, 2026 | Sep 11, 2026 |
| PH — Parker-Hannifin Corporation Common Stock (PH) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr | Jan 8, 2026 | Sep 11, 2026 |
| TTD — The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | Multiple owners | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 4 · Ptr Original ↗ · Row 5 · Ptr | Jan 8, 2026 | Sep 11, 2026 |
| FIX — Moran Wealth IRA ⇒ Comfort Systems USA, Inc. Common Stock (FIX) [ST] | Multiple owners | PurchaseAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 65 · Annual Original ↗ · Row 128 · Annual | Dec 4, 2025 | Sep 14, 2026 |
| ABT — Moran Wealth IRA ⇒ Abbott Laboratories Common Stock (ABT) [ST] | Multiple owners | SaleAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 66 · Annual Original ↗ · Row 129 · Annual | Dec 4, 2025 | Sep 14, 2026 |
| PGR — Moran Wealth IRA ⇒ Progressive Corporation (PGR) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Oct 24, 2025 | Sep 14, 2026 |
| BRO — Moran Wealth IRA ⇒ Brown & Brown, Inc. Common Stock (BRO) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Oct 24, 2025 | Sep 14, 2026 |
| V — Moran Wealth IRA ⇒ Visa Inc. (V) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 24, 2025 | Sep 14, 2026 |
| BRO — Brown & Brown, Inc. Common Stock (BRO) [ST] | Not reported | Purchase | Oct 24, 2025 | Sep 11, 2026 |
| PGR — Progressive Corporation (PGR) [ST] | Not reported | Purchase | Oct 24, 2025 | Sep 11, 2026 |
| V — Visa Inc. (V) [ST] | Spouse | Purchase | Oct 24, 2025 | Sep 11, 2026 |
| HWM — Moran Wealth IRA ⇒ Howmet Aerospace Inc. Common Stock (HWM) [ST] | Multiple owners | Sale (partial)Annual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 81 · Annual Original ↗ · Row 124 · Annual | Oct 23, 2025 | Sep 14, 2026 |
| HWM — Howmet Aerospace Inc. Common Stock (HWM) [ST] | Multiple owners | Sale (partial)Source rows (2)$2,002–$30,000 Original ↗ · Row 10 · Ptr Original ↗ · Row 11 · Ptr | Oct 23, 2025 | Sep 11, 2026 |
| TW — Moran Wealth IRA ⇒ Tradeweb Markets Inc. - Class A Common Stock (TW) [ST] | Multiple owners | PurchaseAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 72 · Annual Original ↗ · Row 116 · Annual | Oct 9, 2025 | Sep 14, 2026 |
| TTD — Moran Wealth IRA ⇒ The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | Multiple owners | PurchaseAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 73 · Annual Original ↗ · Row 117 · Annual | Oct 9, 2025 | Sep 14, 2026 |
| PGR — Moran Wealth IRA ⇒ Progressive Corporation (PGR) [ST] | Multiple owners | PurchaseAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 74 · Annual Original ↗ · Row 118 · Annual | Oct 9, 2025 | Sep 14, 2026 |
| FTNT — Moran Wealth IRA ⇒ Fortinet, Inc. - Common Stock (FTNT) [ST] | Multiple owners | PurchaseAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 75 · Annual Original ↗ · Row 119 · Annual | Oct 9, 2025 | Sep 14, 2026 |
| CMG — Moran Wealth IRA ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | Multiple owners | PurchaseAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 76 · Annual Original ↗ · Row 120 · Annual | Oct 9, 2025 | Sep 14, 2026 |
| CCL — Moran Wealth IRA ⇒ Carnival Corporation Common Stock (CCL) [ST] | Multiple owners | PurchaseAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 77 · Annual Original ↗ · Row 121 · Annual | Oct 9, 2025 | Sep 14, 2026 |
| BRO — Moran Wealth IRA ⇒ Brown & Brown, Inc. Common Stock (BRO) [ST] | Multiple owners | PurchaseAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 78 · Annual Original ↗ · Row 122 · Annual | Oct 9, 2025 | Sep 14, 2026 |
| BRO — Brown & Brown, Inc. Common Stock (BRO) [ST] | Multiple owners | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 3 · Ptr | Oct 9, 2025 | Sep 11, 2026 |
| CCL — Carnival Corporation Common Stock (CCL) [ST] | Multiple owners | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 4 · Ptr Original ↗ · Row 5 · Ptr | Oct 9, 2025 | Sep 11, 2026 |
| CMG — Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | Multiple owners | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 6 · Ptr Original ↗ · Row 7 · Ptr | Oct 9, 2025 | Sep 11, 2026 |
| FTNT — Fortinet, Inc. - Common Stock (FTNT) [ST] | Multiple owners | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 8 · Ptr Original ↗ · Row 9 · Ptr | Oct 9, 2025 | Sep 11, 2026 |
| PGR — Progressive Corporation (PGR) [ST] | Multiple owners | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 12 · Ptr Original ↗ · Row 13 · Ptr | Oct 9, 2025 | Sep 11, 2026 |
| TTD — The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | Multiple owners | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 15 · Ptr Original ↗ · Row 16 · Ptr | Oct 9, 2025 | Sep 11, 2026 |
| TW — Tradeweb Markets Inc. - Class A Common Stock (TW) [ST] | Multiple owners | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 17 · Ptr Original ↗ · Row 18 · Ptr | Oct 9, 2025 | Sep 11, 2026 |
| IDXX — Moran Wealth IRA ⇒ IDEXX Laboratories, Inc. - Common Stock (IDXX) [ST] | Multiple owners | PurchaseAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 86 · Annual Original ↗ · Row 95 · Annual | Sep 4, 2025 | Sep 14, 2026 |
| PGR — Moran Wealth IRA ⇒ Progressive Corporation (PGR) [ST] | Multiple owners | SaleAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 87 · Annual Original ↗ · Row 96 · Annual | Sep 4, 2025 | Sep 14, 2026 |
| TTD — Moran Wealth IRA ⇒ The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | Multiple owners | SaleAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 88 · Annual Original ↗ · Row 97 · Annual | Sep 4, 2025 | Sep 14, 2026 |
| TW — Moran Wealth IRA ⇒ Tradeweb Markets Inc. - Class A Common Stock (TW) [ST] | Multiple owners | SaleAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 89 · Annual Original ↗ · Row 98 · Annual | Sep 4, 2025 | Sep 14, 2026 |
| BRO — Moran Wealth IRA ⇒ Brown & Brown, Inc. Common Stock (BRO) [ST] | Multiple owners | SaleAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 90 · Annual Original ↗ · Row 99 · Annual | Sep 4, 2025 | Sep 14, 2026 |
| CMG — Moran Wealth IRA ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | Multiple owners | SaleAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 91 · Annual Original ↗ · Row 100 · Annual | Sep 4, 2025 | Sep 14, 2026 |
| FI — Moran Wealth IRA ⇒ Fiserv, Inc. Common Stock (FI) [ST] | Multiple owners | SaleAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 92 · Annual Original ↗ · Row 101 · Annual | Sep 4, 2025 | Sep 14, 2026 |
| FTNT — Moran Wealth IRA ⇒ Fortinet, Inc. - Common Stock (FTNT) [ST] | Multiple owners | SaleAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 93 · Annual Original ↗ · Row 102 · Annual | Sep 4, 2025 | Sep 14, 2026 |
| MOH — Moran Wealth IRA ⇒ Molina Healthcare Inc Common Stock (MOH) [ST] | Multiple owners | SaleAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 94 · Annual Original ↗ · Row 103 · Annual | Sep 4, 2025 | Sep 14, 2026 |
All disclosures
37 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.