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 |
|---|---|---|---|---|
| BRO — Brown & Brown, Inc. Common Stock (BRO) [ST] | Multiple owners | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 11 · Ptr Original ↗ · Row 12 · Ptr | Mar 20, 2025 | Sep 11, 2026 |
| CMG — Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | Multiple owners | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 15 · Ptr Original ↗ · Row 16 · Ptr | Mar 20, 2025 | Sep 11, 2026 |
| DASH — DoorDash, Inc. - Common Stock (DASH) [ST] | Multiple owners | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 17 · Ptr Original ↗ · Row 18 · Ptr | Mar 20, 2025 | Sep 11, 2026 |
| EFX — Equifax, Inc. Common Stock (EFX) [ST] | Multiple owners | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 19 · Ptr Original ↗ · Row 20 · Ptr | Mar 20, 2025 | Sep 11, 2026 |
| FCNCA — First Citizens BancShares, Inc. - Class A Common Stock (FCNCA) [ST] | Multiple owners | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 21 · Ptr Original ↗ · Row 22 · Ptr | Mar 20, 2025 | Sep 11, 2026 |
| FI — Fiserv, Inc. Common Stock (FI) [ST] | Multiple owners | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 23 · Ptr Original ↗ · Row 24 · Ptr | Mar 20, 2025 | Sep 11, 2026 |
| IT — Gartner, Inc. Common Stock (IT) [ST] | Multiple owners | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 25 · Ptr Original ↗ · Row 26 · Ptr | Mar 20, 2025 | Sep 11, 2026 |
| GDDY — GoDaddy Inc. Class A Common Stock (GDDY) [ST] | Multiple owners | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 27 · Ptr Original ↗ · Row 28 · Ptr | Mar 20, 2025 | Sep 11, 2026 |
| JPM — JP Morgan Chase & Co. Common Stock (JPM) [ST] | Multiple owners | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 29 · Ptr Original ↗ · Row 30 · Ptr | Mar 20, 2025 | Sep 11, 2026 |
| MSCI — MSCI Inc. Common Stock (MSCI) [ST] | Multiple owners | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 31 · Ptr Original ↗ · Row 32 · Ptr | Mar 20, 2025 | Sep 11, 2026 |
| NVO — Novo Nordisk A/S Common Stock (NVO) [ST] | Multiple owners | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 33 · Ptr Original ↗ · Row 34 · Ptr | Mar 20, 2025 | Sep 11, 2026 |
| PYPL — PayPal Holdings, Inc. - Common Stock (PYPL) [ST] | Multiple owners | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 35 · Ptr Original ↗ · Row 36 · Ptr | Mar 20, 2025 | Sep 11, 2026 |
| PGR — Progressive Corporation (PGR) [ST] | Multiple owners | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 37 · Ptr Original ↗ · Row 38 · Ptr | Mar 20, 2025 | Sep 11, 2026 |
| HOOD — Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST] | Multiple owners | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 41 · Ptr Original ↗ · Row 42 · Ptr | Mar 20, 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 45 · Ptr Original ↗ · Row 46 · Ptr | Mar 20, 2025 | Sep 11, 2026 |
| VEEV — Veeva Systems Inc. Class A Common Stock (VEEV) [ST] | Multiple owners | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 47 · Ptr Original ↗ · Row 48 · Ptr | Mar 20, 2025 | Sep 11, 2026 |
| VRTX — Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] | Multiple owners | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 49 · Ptr Original ↗ · Row 50 · Ptr | Mar 20, 2025 | Sep 11, 2026 |
| HOOD — Moran Wealth IRA ⇒ Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST] | Multiple owners | PurchaseAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 14 · Annual Original ↗ · Row 48 · Annual | Mar 6, 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 15 · Annual Original ↗ · Row 47 · Annual | Mar 6, 2025 | Sep 14, 2026 |
| CHE — Moran Wealth IRA ⇒ Chemed Corp (CHE) [ST] | Multiple owners | SaleAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 35 · Annual Original ↗ · Row 60 · Annual | Mar 6, 2025 | Sep 14, 2026 |
| CHE — Chemed Corp (CHE) [ST] | Multiple owners | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 13 · Ptr Original ↗ · Row 14 · Ptr | Mar 6, 2025 | Sep 11, 2026 |
| HOOD — Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST] | Multiple owners | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 39 · Ptr Original ↗ · Row 40 · Ptr | Mar 6, 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 43 · Ptr Original ↗ · Row 44 · Ptr | Mar 6, 2025 | Sep 11, 2026 |
| DASH — Moran Wealth IRA ⇒ DoorDash, Inc. - Common Stock (DASH) [ST] | Multiple owners | PurchaseAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 10 · Annual Original ↗ · Row 24 · Annual | Feb 13, 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 11 · Annual Original ↗ · Row 25 · Annual | Feb 13, 2025 | Sep 14, 2026 |
| LMT — Moran Wealth IRA ⇒ Lockheed Martin Corporation Common Stock (LMT) [ST] | Multiple owners | SaleAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 12 · Annual Original ↗ · Row 26 · Annual | Feb 13, 2025 | Sep 14, 2026 |
| FDS — Moran Wealth IRA ⇒ FactSet Research Systems Inc. Common Stock (FDS) [ST] | Multiple owners | SaleAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 13 · Annual Original ↗ · Row 27 · Annual | Feb 13, 2025 | Sep 14, 2026 |
| DASH — DoorDash, Inc. - Common Stock (DASH) [ST] | Multiple owners | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr | Feb 13, 2025 | Sep 11, 2026 |
| FDS — FactSet Research Systems Inc. Common Stock (FDS) [ST] | Multiple owners | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 3 · Ptr Original ↗ · Row 4 · Ptr | Feb 13, 2025 | Sep 11, 2026 |
| FTNT — Fortinet, Inc. - Common Stock (FTNT) [ST] | Multiple owners | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 5 · Ptr Original ↗ · Row 6 · Ptr | Feb 13, 2025 | Sep 11, 2026 |
| LMT — Lockheed Martin Corporation Common Stock (LMT) [ST] | Multiple owners | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 7 · Ptr Original ↗ · Row 8 · Ptr | Feb 13, 2025 | Sep 11, 2026 |
| FCNCA — Moran Wealth IRA ⇒ First Citizens BancShares, Inc. - Class A Common Stock (FCNCA) [ST] | Multiple owners | PurchaseAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 3 · Annual Original ↗ · Row 9 · Annual | Jan 21, 2025 | Sep 14, 2026 |
| GDDY — Moran Wealth IRA ⇒ GoDaddy Inc. Class A Common Stock (GDDY) [ST] | Multiple owners | PurchaseAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 4 · Annual Original ↗ · Row 20 · Annual | Jan 21, 2025 | Sep 14, 2026 |
| RLI — Moran Wealth IRA ⇒ RLI Corp. Common Stock (RLI) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Jan 21, 2025 | Sep 14, 2026 |
| FCNCA — First Citizens BancShares, Inc. - Class A Common Stock (FCNCA) [ST] | Multiple owners | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr | Jan 21, 2025 | Sep 11, 2026 |
| GDDY — GoDaddy Inc. Class A Common Stock (GDDY) [ST] | Multiple owners | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 6 · Ptr Original ↗ · Row 7 · Ptr | Jan 21, 2025 | Sep 11, 2026 |
| RLI — RLI Corp. Common Stock (RLI) [ST] | Spouse | Sale | Jan 21, 2025 | Sep 11, 2026 |
| FCNCA — Moran Wealth IRA ⇒ First Citizens BancShares, Inc. - Class A Common Stock (FCNCA) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jan 16, 2025 | Sep 14, 2026 |
| GDDY — Moran Wealth IRA ⇒ GoDaddy Inc. Class A Common Stock (GDDY) [ST] | Multiple owners | PurchaseAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 2 · Annual Original ↗ · Row 8 · Annual | Jan 16, 2025 | Sep 14, 2026 |
| MRK — Moran Wealth IRA ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Multiple owners | SaleAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 5 · Annual Original ↗ · Row 21 · Annual | Jan 16, 2025 | Sep 14, 2026 |
| RLI — Moran Wealth IRA ⇒ RLI Corp. Common Stock (RLI) [ST] | Multiple owners | Sale (mixed sale types)Annual schedule; may repeat a PTRSource rows (3)$3,003–$45,000 Original ↗ · Row 6 · Annual Original ↗ · Row 7 · Annual Original ↗ · Row 22 · Annual | Jan 16, 2025 | Sep 14, 2026 |
| FCNCA — First Citizens BancShares, Inc. - Class A Common Stock (FCNCA) [ST] | Not reported | Purchase | Jan 16, 2025 | Sep 11, 2026 |
| GDDY — GoDaddy Inc. Class A Common Stock (GDDY) [ST] | Multiple owners | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 4 · Ptr Original ↗ · Row 5 · Ptr | Jan 16, 2025 | Sep 11, 2026 |
| MRK — Merck & Company, Inc. Common Stock (MRK) [ST] | Multiple owners | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 8 · Ptr Original ↗ · Row 9 · Ptr | Jan 16, 2025 | Sep 11, 2026 |
| RLI — RLI Corp. Common Stock (RLI) [ST] | Multiple owners | Sale (mixed sale types)Source rows (3)$3,003–$45,000 Original ↗ · Row 10 · Ptr Original ↗ · Row 12 · Ptr Original ↗ · Row 13 · Ptr | Jan 16, 2025 | Sep 11, 2026 |
| MCK — Moran Wealth IRA ⇒ McKesson Corporation Common Stock (MCK) [ST] | Multiple owners | PurchaseAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 1 · Annual Original ↗ · Row 5 · Annual | Oct 1, 2024 | Sep 14, 2026 |
| NU — Moran Wealth IRA ⇒ Nu Holdings Ltd. Class A Ordinary Shares (NU) [ST] | Multiple owners | PurchaseAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 2 · Annual Original ↗ · Row 6 · Annual | Oct 1, 2024 | Sep 14, 2026 |
| SNPS — Moran Wealth IRA ⇒ Synopsys, Inc. - Common Stock (SNPS) [ST] | Multiple owners | SaleAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 3 · Annual Original ↗ · Row 8 · Annual | Oct 1, 2024 | Sep 14, 2026 |
| APPF — Moran Wealth IRA ⇒ AppFolio, Inc. - Class A Common Stock (APPF) [ST] | Multiple owners | SaleAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 4 · Annual Original ↗ · Row 7 · Annual | Oct 1, 2024 | Sep 14, 2026 |
| APPF — AppFolio, Inc. - Class A Common Stock (APPF) [ST] | Multiple owners | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr | Oct 1, 2024 | Sep 11, 2026 |
All disclosures
37 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.