Democrat · Whitehouse, Sheldon (Senator)
Wikipedia biography ↗Years Elected: About 19.8Rank: #45
Federal elected service; earlier service not yet verified.
23.80%
Cumulative estimated return
SPY: 13.01%
Outperformance: 10.79 percentage points
2025-10-24 – 2026-10-26
61.87%
Cumulative estimated return
SPY: 85.52%
Outperformance: -23.65 percentage points
2023-10-26 – 2026-10-26
10.87%
Cumulative estimated return
SPY: 67.86%
Outperformance: -56.99 percentage points
2021-10-26 – 2026-10-26
As of Oct 26, 2026. 123 parsed trades. Ranks use three-year return.
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.
Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| — | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| TJX | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $140.31Oct 30, 2026 | Unavailable |
| AMGN | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $466.01Oct 30, 2026 | Unavailable |
| NFLX | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $62.08Oct 30, 2026 | Unavailable |
| — | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| — | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| — | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| NVDA | Spouse | $500,001 - $1,000,000 | Unavailable | Unavailable | $204.64Oct 30, 2026 | Unavailable |
| WMT | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $123.51Oct 30, 2026 | Unavailable |
| DAL | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $80.15Oct 30, 2026 | Unavailable |
| LRCX | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $239.11Oct 30, 2026 | Unavailable |
| PGR | Spouse | None (or less than $1,001) | Unavailable | Unavailable | $231.28Oct 30, 2026 | Unavailable |
| LLY | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $1417.54Oct 30, 2026 | Unavailable |
| BRK.B | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $542.49Oct 30, 2026 | Unavailable |
| BRK.B | Self | $15,001 - $50,000 | Unavailable | Unavailable | $542.49Oct 30, 2026 | Unavailable |
| KO | Self | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| NASDAQ | Self | $500,001 - $1,000,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| NYSE | Self | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CVS | Self | $50,001 - $100,000 | Unavailable | Unavailable | $90.25Oct 30, 2026 | Unavailable |
| DHR | Self | $100,001 - $250,000 | Unavailable | Unavailable | $232.23Oct 30, 2026 | Unavailable |
| — | Self | $500,001 - $1,000,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HON | Self | $50,001 - $100,000 | Unavailable | Unavailable | $218.33Oct 30, 2026 | Unavailable |
| MCHP | Self | $50,001 - $100,000 | Unavailable | Unavailable | $77.34Oct 30, 2026 | Unavailable |
| NASDAQ | Self | $500,001 - $1,000,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| NYSE | Self | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| NYSE | Self | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PEP | Self | $50,001 - $100,000 | Unavailable | Unavailable | $137.34Oct 30, 2026 | Unavailable |
| PG | Self | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| NYSE | Self | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| RTX | Self | $50,001 - $100,000 | Unavailable | Unavailable | $199.80Oct 30, 2026 | Unavailable |
| NYSE | Self | $250,001 - $500,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| NYSE | Self | $250,001 - $500,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| JPM | Self | $100,001 - $250,000 | Unavailable | Unavailable | $337.04Oct 30, 2026 | Unavailable |
| LOW | Self | $50,001 - $100,000 | Unavailable | Unavailable | $209.07Oct 30, 2026 | Unavailable |
| NYSE | Self | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| NASDAQ | Self | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| EL | Self | None (or less than $1,001) | Unavailable | Unavailable | $109.23Oct 30, 2026 | Unavailable |
| NYSE | Self | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| VZ | Self | $15,001 - $50,000 | Unavailable | Unavailable | $44.73Oct 30, 2026 | Unavailable |
| META | Self | $50,001 - $100,000 | Unavailable | Unavailable | $614.99Oct 30, 2026 | Unavailable |
| — | Self | $250,001 - $500,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| — | Self | $250,001 - $500,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| — | Self | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| — | Self | $1,000,001 - $5,000,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| — | Self | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| — | Self | $250,001 - $500,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| — | Self | $250,001 - $500,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CSCO | Self | $50,001 - $100,000 | Unavailable | Unavailable | $104.51Oct 30, 2026 | Unavailable |
| — | Self | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| — | Self | $1,000,001 - $5,000,000 | 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.
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Apple Inc. - Common Stock | self | 1268.495357831507761397955384 | 436248.24 |
| ADI - Analog Devices, Inc. - Common Stock | self | 278.3941740412979351032448378 | 113565.34 |
| AMGN - Amgen Inc. - Common Stock | self | 1.527603800678256087501145703 | 679.22 |
| AMZN - Amazon.com, Inc. - Common Stock | self | 140.8045230049389134390434104 | 35073.00 |
| BAC - Bank of America Corporation Common Stock | self | 590.9181818181818181818181818 | 29853.19 |
| BRK-B - Berkshire Hathaway Inc. | self | 213.8684969660797771809410126 | 117319.70 |
| Coherent Corp. Common Stock | self | 79.80478821362799263351749540 | 17676.76 |
| CSCO - Cisco Systems, Inc. | self | 973.6531221601973257172530183 | 107335.52 |
| CVS - CVS Caremark Corporation (NYSE) | self | 945.0667842741935483870967742 | 87447.03 |
| DHR - Danaher Corporation Common Stock | self | 766.6455530316267691770050673 | 178605.41 |
| EL - The Estée Lauder Companies Inc. (NYSE) | self | 4.774637127578304048892284186 | 519.58 |
| ELV - Elevance Health Inc | self | 213.9509342461845671088289830 | 92281.32 |
| GH - Guardant Health, Inc. - Common Stock | self | 78.32876444096338359114940278 | 13570.46 |
| GOOGL - Alphabet Inc. - Class A Common Stock | self | 239.6182108626198083067092652 | 75911.05 |
| Goldman Sachs Group, Inc. (The) Common Stock | self | 17.93994977127993542021705983 | 16025.40 |
| HON - Honeywell International Inc. - Common Stock | self | 367.9717664231891764171073989 | 80688.85 |
| HSY - The Hershey Company Common Stock | self | 43.96362237608528409715353336 | 7396.00 |
| IR - Ingersoll-Rand Plc | self | 100.9909113860136329209795506 | 7525.84 |
| JP Morgan Chase & Co. Common Stock | self | 581.6386413809844462155669182 | 194290.57 |
| LLY - Eli Lilly and Company | self | 162.8396359846652026649793427 | 208294.69 |
| LMT - Lockheed Martin Corporation Common Stock | self | 67.19560857609527156945851510 | 42682.65 |
| Lowe's Companies, Inc. Common Stock | self | 271.9168057132616125604430652 | 53899.35 |
| MA - Mastercard Incorporated Common Stock | self | 56.93052830717488789237668161 | 34926.88 |
| MCHP - Microchip Technology Inc. (NASDAQ) | self | 1177.032328939108600125549278 | 89336.75 |
| META - Meta Platforms Inc | self | 113.6216273538456877092517687 | 71645.25 |
| MSFT - Microsoft Corporation - Common Stock | self | 361.8553823249658823042884910 | 192724.18 |
| Micron Technology, Inc. - Common Stock | self | 6.592587099113352450641089027 | 5957.72 |
| NVIDIA Corporation - Common Stock | self | 847.5647603897552884723805678 | 183073.99 |
| PepsiCo, Inc. - Common Stock | self | 701.5000062258648388587221452 | 95025.19 |
| RAL - Ralliant Corporation Common Stock | self | 157.1498723237085052052641917 | 10665.76 |
| RTX - RTX Corporation Common Stock | self | 817.8898582333696837513631406 | 161516.89 |
| SOLS - Solstice Advanced Materials Inc. - Common Stock | self | 164.6871140386990531082750103 | 9943.81 |
| UNH - UnitedHealth Group Incorporated Common Stock (DE) | self | 1.514646632940534973190754597 | 622.07 |
| Visa Inc. | self | 192.5226411710799413666632894 | 77809.95 |
| VNT - Vontier Corporation Common Stock | self | 215.1828940290478752017213556 | 7445.33 |
| VZ - Verizon Communications Inc. Common Stock | self | 810.2258777314019150503314510 | 34920.74 |
| WMT - Walmart Inc. Common Stock | self | 291.7197738084552553630733327 | 35090.97 |
| Apple Inc. - Common Stock | spouse | 1268.495357831507761397955384 | 436248.24 |
| Analog Devices, Inc. - Common Stock | spouse | 97.75402551042220145721492397 | 39876.80 |
| Amgen Inc. - Common Stock | spouse | 179.3678960688055479786305899 | 79752.35 |
| AMZN - Amazon.com, Inc. - Common Stock | spouse | 140.8045230049389134390434104 | 35073.00 |
| BAC - Bank of America Corporation Common Stock | spouse | 590.9181818181818181818181818 | 29853.19 |
| BRK-B - Berkshire Hathaway Inc. | spouse | 64.65831095195464040584900030 | 35468.96 |
| DAL - Delta Air Lines, Inc. | spouse | 115.2809798270893371757925072 | 9125.64 |
| GOOGL - Alphabet Inc. - Class A Common Stock | spouse | 239.6182108626198083067092652 | 75911.05 |
| HON - Honeywell International Inc. - Common Stock | spouse | 2.436882977087497277614766783 | 534.36 |
| JP Morgan Chase & Co. Common Stock | spouse | 142.1402630566804604344444955 | 47480.53 |
| KVUE - Kenvue Inc. Common Stock | spouse | 28.98550724637681159420289855 | 565.22 |
| LLY - Eli Lilly and Company | spouse | 30.24202553318197044701678639 | 38683.78 |
| LMT - Lockheed Martin Corporation Common Stock | spouse | 67.19560857609527156945851510 | 42682.65 |
| Lam Research Corporation - Common Stock | spouse | 1436.717177426431951543629047 | 341220.33 |
| Mastercard Incorporated Common Stock | spouse | 40.80146353286688232819709570 | 25031.70 |
| MSFT - Microsoft Corporation - Common Stock | spouse | 361.8553823249658823042884910 | 192724.18 |
| NFLX - Netflix, Inc. | spouse | 1866.472909556313993174061433 | 119267.62 |
| NVIDIA Corporation - Common Stock | spouse | 5140.188466327669582557677889 | 1110280.71 |
| PGR - The Progressive Corporation | spouse | 2.195678903917091164588090638 | 503.36 |
| TJX - The TJX Companies, Inc. | spouse | 211.5780222641755094069396524 | 30403.76 |
| UNH - UnitedHealth Group Incorporated Common Stock (DE) | spouse | 1.514646632940534973190754597 | 622.07 |
| Visa Inc. | spouse | 192.5226411710799413666632894 | 77809.95 |
| WMT - Walmart Inc. Common Stock | spouse | 583.4395476169105107261466654 | 70181.94 |
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. Unreconciled annual schedules and unmatched or ambiguous activity are omitted here.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| CCI | Self | May 10, 2024 | $99.51 | Jun 25, 2026 | $79.53 | -20.08% |
| HD | Self | Jun 13, 2024 | $347.88 | Feb 23, 2026 | $376.99 | 8.37% |
| HD | Self | Jun 13, 2024 | $347.88 | Jan 9, 2026 | $374.64 | 7.69% |
| MSFT | Self | Jun 13, 2024 | $441.58 | Sep 4, 2025 | $507.97 | 15.03% |
| VZ | Self | Sep 20, 2023 | $33.60 | Sep 4, 2025 | $44.18 | 31.49% |
| KVUE | Self | Sep 20, 2023 | $20.89 | Nov 18, 2024 | $23.72 | 13.55% |
| VZ | Self | Sep 20, 2023 | $33.60 | Oct 29, 2024 | $41.33 | 23.01% |
| TSLA | Self | Sep 20, 2023 | $262.59 | Oct 11, 2024 | $217.80 | -17.06% |
| CELH | Self | Nov 8, 2023 | $59.76 | Oct 8, 2024 | $28.74 | -51.90% |
112 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| JPM — JP Morgan Chase & Co. Common Stock | Multiple owners | Sale (partial)Source rows (2)$30,002–$100,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 5 · Ptr | Sep 4, 2026 | Oct 5, 2026 |
| ADI — Analog Devices, Inc. - Common Stock | Spouse | Sale (partial) | Sep 4, 2026 | Oct 5, 2026 |
| V — Visa Inc. | Multiple owners | Sale (partial)Source rows (2)$2,002–$30,000 Original ↗ · Row 3 · Ptr Original ↗ · Row 4 · Ptr | Sep 4, 2026 | Oct 5, 2026 |
| NVDA — NVIDIA Corporation - Common Stock | Multiple owners | Sale (partial)Source rows (2)$16,002–$65,000 Original ↗ · Row 2 · Ptr Original ↗ · Row 3 · Ptr | Aug 13, 2026 | Sep 11, 2026 |
| LRCX — Lam Research Corporation - Common Stock | Spouse | Sale (partial) | Aug 13, 2026 | Sep 11, 2026 |
| AMGN — Amgen Inc. - Common Stock | Spouse | Sale (partial) | Aug 12, 2026 | Sep 11, 2026 |
| Not reported — SDZNY- Sandoz Group AG ADR | Self | Sale (full) | Aug 6, 2026 | Sep 11, 2026 |
| LOW — Lowe's Companies, Inc. Common Stock | Self | Sale (partial) | Jul 20, 2026 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock | Self | Sale (partial) | Jun 30, 2026 | Sep 11, 2026 |
| CCI — Crown Castle Inc. Common Stock | Self | Sale (full) | Jun 25, 2026 | Sep 11, 2026 |
| COHR — Coherent Corp. Common Stock | Self | Purchase | Jun 25, 2026 | Sep 11, 2026 |
| MU — Micron Technology, Inc. - Common Stock | Self | Purchase | Jun 25, 2026 | Sep 11, 2026 |
| AAPL — Apple Inc. - Common Stock | Multiple owners | Sale (partial)Source rows (2)$30,002–$100,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr | Jun 24, 2026 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock | Multiple owners | Sale (partial)Source rows (2)$200,002–$500,000 Original ↗ · Row 2 · Ptr Original ↗ · Row 3 · Ptr | May 8, 2026 | Sep 11, 2026 |
| ORCL — Oracle Corporation Common Stock | Self | Sale (partial) | May 7, 2026 | Sep 11, 2026 |
| JPM — JP Morgan Chase & Co. Common Stock | Self | Sale (partial) | Apr 13, 2026 | Sep 11, 2026 |
| PEP — PepsiCo, Inc. - Common Stock | Spouse | Sale (full) | Mar 30, 2026 | Sep 11, 2026 |
| HD — Home Depot, Inc. (The) Common Stock | Self | Sale (full) | Feb 23, 2026 | Sep 11, 2026 |
| PEP — PepsiCo, Inc. - Common Stock | Multiple owners | Sale (partial)Source rows (2)$2,002–$30,000 Original ↗ · Row 2 · Ptr Original ↗ · Row 5 · Ptr | Feb 23, 2026 | Sep 11, 2026 |
| VZ — Verizon Communications Inc. Common Stock | Spouse | Sale (full) | Feb 23, 2026 | Sep 11, 2026 |
| MA — Mastercard Incorporated Common Stock | Spouse | Sale (partial) | Feb 23, 2026 | Sep 11, 2026 |
| SBUX — Starbucks Corp | Multiple owners | Sale (full)Source rows (2)$2,002–$30,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 4 · Ptr | Jan 9, 2026 | Sep 11, 2026 |
| NVDA — Nvidia Corp | Multiple owners | Sale (partial)Source rows (2)$2,002–$30,000 Original ↗ · Row 2 · Ptr Original ↗ · Row 5 · Ptr | Jan 9, 2026 | Sep 11, 2026 |
| HD — Home Depot | Self | Sale (partial) | Jan 9, 2026 | Sep 11, 2026 |
| MCD — McDonald's Corp | Spouse | Sale (full) | Jan 9, 2026 | Sep 11, 2026 |
| GH — Guardant Health Inc | Self | Purchase | Nov 21, 2025 | Sep 11, 2026 |
| KO — Coca-Cola Company | Self | Purchase | Nov 21, 2025 | Sep 11, 2026 |
| HSY — Hershey Foods Corp | Self | Purchase | Nov 21, 2025 | Sep 11, 2026 |
| PGR — Progressive Corp | Spouse | Sale (full) | Oct 27, 2025 | Sep 11, 2026 |
| NVDA — Nvidia Corp | Self | Sale (partial) | Oct 20, 2025 | Sep 11, 2026 |
| UNH — Unitedhealth Group Inc | Self | Sale (full) | Sep 4, 2025 | Sep 11, 2026 |
| VZ — Verizon Communications Inc | Self | Sale (full) | Sep 4, 2025 | Sep 11, 2026 |
| NVDA — Nvidia Corp | Self | Sale (partial) | Sep 4, 2025 | Sep 11, 2026 |
| HON — Honeywell International Inc | Self | Sale (full) | Sep 4, 2025 | Sep 11, 2026 |
| AMGN — Amgen Inc | Self | Sale (full) | Sep 4, 2025 | Sep 11, 2026 |
| AAPL — Apple Inc | Self | Sale (partial) | Sep 4, 2025 | Sep 11, 2026 |
| MSFT — Microsoft Corp | Self | Sale (partial) | Sep 4, 2025 | Sep 11, 2026 |
| UNH — Unitedhealth Group Inc | Spouse | Sale (full) | Aug 28, 2025 | Sep 11, 2026 |
| LRCX — Lam Research Corp | Spouse | Sale (partial) | Aug 28, 2025 | Sep 11, 2026 |
| KVUE — Kenvue Inc | Spouse | Sale (full) | Aug 28, 2025 | Sep 11, 2026 |
| DHR — Danaher Corp | Self | Sale (full) | Aug 28, 2025 | Sep 11, 2026 |
| NVDA — Nvidia Corp | Spouse | Sale (partial) | Jul 7, 2025 | Sep 11, 2026 |
| ADI — Analog Devices | Self | Sale (full) | Jul 3, 2025 | Sep 11, 2026 |
| EL — Estee Lauder Companies | Self | Sale (full) | Apr 29, 2025 | Sep 11, 2026 |
| NVDA — Nvidia Corp | Spouse | Sale (partial) | Apr 14, 2025 | Sep 11, 2026 |
| AAPL — Apple Inc | Self | Sale (partial) | Apr 14, 2025 | Sep 11, 2026 |
| SBUX — Starbucks Corp | Self | Sale (partial) | Apr 14, 2025 | Sep 11, 2026 |
| SBUX — Starbucks Corporation - Common Stock | Multiple owners | Sale (partial)Source rows (2)$2,002–$30,000 Original ↗ · Row 2 · Ptr Original ↗ · Row 4 · Ptr | Apr 11, 2025 | Sep 11, 2026 |
| HON — Honeywell International Inc | Spouse | Sale (full) | Apr 3, 2025 | Sep 11, 2026 |
| NVDA — Nvidia Corp | Self | Sale (partial) | Jan 6, 2025 | Sep 11, 2026 |
61 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.