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 |
|---|---|---|---|---|---|---|
| — | Self | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ADI | Self | $50,001 - $100,000 | Unavailable | Unavailable | $417.11Oct 30, 2026 | Unavailable |
| BRK.B | Self | $50,001 - $100,000 | Unavailable | Unavailable | $542.49Oct 30, 2026 | Unavailable |
| IR | Self | $1,001 - $15,000 | Unavailable | Unavailable | $80.05Oct 30, 2026 | Unavailable |
| — | Self | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| KO | Self | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| DLR | Self | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| VNT | Self | $1,001 - $15,000 | Unavailable | Unavailable | $35.62Oct 30, 2026 | Unavailable |
| ELV | Self | $50,001 - $100,000 | Unavailable | Unavailable | $420.07Oct 30, 2026 | Unavailable |
| LLY | Self | $100,001 - $250,000 | Unavailable | Unavailable | $1417.54Oct 30, 2026 | Unavailable |
| NVS | Self | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| — | Self | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CCI | Self | $1,001 - $15,000 | Unavailable | Unavailable | $88.69Oct 30, 2026 | Unavailable |
| SOLS | Self | $1,001 - $15,000 | Unavailable | Unavailable | $60.55Oct 30, 2026 | Unavailable |
| RAL | Self | $1,001 - $15,000 | Unavailable | Unavailable | $67.21Oct 30, 2026 | Unavailable |
| GH | Self | $1,001 - $15,000 | Unavailable | Unavailable | $178.80Oct 30, 2026 | Unavailable |
| HSY | Self | $1,001 - $15,000 | Unavailable | Unavailable | $165.61Oct 30, 2026 | Unavailable |
| GOOGL | Self | $50,001 - $100,000 | Unavailable | Unavailable | $279.84Oct 30, 2026 | Unavailable |
| AMZN | Self | $15,001 - $50,000 | Unavailable | Unavailable | $240.35Oct 30, 2026 | Unavailable |
| AMGN | Self | None (or less than $1,001) | Unavailable | Unavailable | $466.01Oct 30, 2026 | Unavailable |
| ADI | Self | None (or less than $1,001) | Unavailable | Unavailable | $417.11Oct 30, 2026 | Unavailable |
| AAPL | Self | $250,001 - $500,000 | Unavailable | Unavailable | $344.63Oct 30, 2026 | Unavailable |
| BAC | Self | $15,001 - $50,000 | Unavailable | Unavailable | $50.01Oct 30, 2026 | Unavailable |
| KO | Self | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| DHR | Self | None (or less than $1,001) | Unavailable | Unavailable | $232.23Oct 30, 2026 | Unavailable |
| HD | Self | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HON | Self | None (or less than $1,001) | Unavailable | Unavailable | $218.33Oct 30, 2026 | Unavailable |
| JPM | Self | $50,001 - $100,000 | Unavailable | Unavailable | $337.04Oct 30, 2026 | Unavailable |
| LMT | Self | $15,001 - $50,000 | Unavailable | Unavailable | $636.95Oct 30, 2026 | Unavailable |
| MA | Self | $15,001 - $50,000 | Unavailable | Unavailable | $638.01Oct 30, 2026 | Unavailable |
| MSFT | Self | $100,001 - $250,000 | Unavailable | Unavailable | $521.91Oct 30, 2026 | Unavailable |
| NVDA | Self | $250,001 - $500,000 | Unavailable | Unavailable | $204.64Oct 30, 2026 | Unavailable |
| PEP | Self | $15,001 - $50,000 | Unavailable | Unavailable | $137.34Oct 30, 2026 | Unavailable |
| PG | Self | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| RTX | Self | $50,001 - $100,000 | Unavailable | Unavailable | $199.80Oct 30, 2026 | Unavailable |
| SBUX | Self | $1,001 - $15,000 | Unavailable | Unavailable | $103.67Oct 30, 2026 | Unavailable |
| UNH | Self | None (or less than $1,001) | Unavailable | Unavailable | $406.97Oct 30, 2026 | Unavailable |
| VZ | Self | None (or less than $1,001) | Unavailable | Unavailable | $44.73Oct 30, 2026 | Unavailable |
| V | Self | $50,001 - $100,000 | Unavailable | Unavailable | $413.59Oct 30, 2026 | Unavailable |
| WMT | Self | $15,001 - $50,000 | Unavailable | Unavailable | $123.51Oct 30, 2026 | Unavailable |
| GOOGL | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $279.84Oct 30, 2026 | Unavailable |
| AMZN | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $240.35Oct 30, 2026 | Unavailable |
| AMGN | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $466.01Oct 30, 2026 | Unavailable |
| ADI | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $417.11Oct 30, 2026 | Unavailable |
| AAPL | Spouse | $250,001 - $500,000 | Unavailable | Unavailable | $344.63Oct 30, 2026 | Unavailable |
| BAC | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $50.01Oct 30, 2026 | Unavailable |
| KO | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HD | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HON | Spouse | None (or less than $1,001) | Unavailable | Unavailable | $218.33Oct 30, 2026 | Unavailable |
| JPM | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $337.04Oct 30, 2026 | 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 |
|---|---|---|---|---|
| LRCX — Lam Research Corp | Self | Sale (full) | Dec 19, 2024 | Sep 11, 2026 |
| AAPL — Apple Inc | Self | Sale (partial) | Dec 19, 2024 | Sep 11, 2026 |
| MET — Metlife Inc | Spouse | Sale (full) | Nov 19, 2024 | Sep 11, 2026 |
| KVUE — Kenvue Inc | Self | Sale (full) | Nov 18, 2024 | Sep 11, 2026 |
| LLY — Eli Lilly and Company | Self | Purchase | Oct 30, 2024 | Sep 11, 2026 |
| SBUX — Starbucks Corp | Multiple owners | Sale (partial)Source rows (2)$2,002–$30,000 Original ↗ · Row 4 · Ptr Original ↗ · Row 8 · Ptr | Oct 29, 2024 | Sep 11, 2026 |
| VZ — Verizon Communications Inc | Multiple owners | Sale (partial)Source rows (2)$2,002–$30,000 Original ↗ · Row 5 · Ptr Original ↗ · Row 9 · Ptr | Oct 29, 2024 | Sep 11, 2026 |
| MA — Mastercard Inc | Multiple owners | Sale (partial)Source rows (2)$2,002–$30,000 Original ↗ · Row 6 · Ptr Original ↗ · Row 11 · Ptr | Oct 29, 2024 | Sep 11, 2026 |
| DIS — Walt Disney Company | Spouse | Sale (full) | Oct 29, 2024 | Sep 11, 2026 |
| HON — Honeywell International Inc | Self | Sale (partial) | Oct 29, 2024 | Sep 11, 2026 |
| TSLA — Tesla Inc | Multiple owners | Sale (full)Source rows (2)$115,002–$300,000 Original ↗ · Row 2 · Ptr Original ↗ · Row 13 · Ptr | Oct 28, 2024 | Sep 11, 2026 |
| TSLA — Tesla Inc | Self | Sale (partial) | Oct 11, 2024 | Sep 11, 2026 |
| KO — Coca-Cola Company | Self | Purchase | Oct 8, 2024 | Sep 11, 2026 |
| CELH — Celsius Holdings Inc | Self | Sale (full) | Oct 8, 2024 | Sep 11, 2026 |
| AMGN — Amgen Inc | Self | Sale (partial) | Sep 17, 2024 | Sep 11, 2026 |
| SNOW — Snowflake Inc Cl A | Spouse | Sale (full) | Aug 15, 2024 | Sep 12, 2026 |
| CAG — Conagra Brands Inc | Multiple owners | Sale (full)Source rows (2)$2,002–$30,000 Original ↗ · Row 2 · Ptr Original ↗ · Row 6 · Ptr | Jul 30, 2024 | Sep 12, 2026 |
| DIS — Walt Disney Company | Self | Sale (full) | Jul 25, 2024 | Sep 12, 2026 |
| JNJ — Johnson & Johnson | Multiple owners | Sale (full)Source rows (2)$30,002–$100,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 3 · Ptr | Jul 3, 2024 | Sep 12, 2026 |
| MCD — McDonald's Corp | Self | Sale (full) | Jul 3, 2024 | Sep 12, 2026 |
| GS — Goldman Sachs Group, Inc. (The) Common Stock | Self | Purchase | Jun 27, 2024 | Sep 12, 2026 |
| HD — Home Depot | Self | Purchase | Jun 13, 2024 | Sep 12, 2026 |
| MSFT — Microsoft Corp | Self | Purchase | Jun 13, 2024 | Sep 12, 2026 |
| CCI — Crown Castle Inc | Self | Purchase | May 10, 2024 | Sep 12, 2026 |
| DEO — Diageo Plc ADR | Self | Sale (full) | May 8, 2024 | Sep 12, 2026 |
| RTX — RTX Corporation Common Stock | Spouse | Sale (full) | Apr 9, 2024 | Sep 12, 2026 |
| DHR — Danaher Corp | Spouse | Sale (full) | Apr 9, 2024 | Sep 12, 2026 |
| UL — Unilever Plc ADR | Spouse | Sale (full) | Apr 9, 2024 | Sep 12, 2026 |
| IR — Ingersoll Rand Inc | Spouse | Sale (full) | Apr 9, 2024 | Sep 12, 2026 |
| NVS — Novartis Ag ADR | Self | Sale (partial) | Apr 9, 2024 | Sep 12, 2026 |
| UL — Unilever Plc ADR | Self | Sale (full) | Mar 22, 2024 | Sep 12, 2026 |
| CMCSA — Comcast Corp A | Self | Sale (full) | Mar 13, 2024 | Sep 12, 2026 |
| SNOW — Snowflake Inc Cl A | Spouse | Purchase | Dec 14, 2023 | Sep 12, 2026 |
| LLY — Eli Lilly and Company | Spouse | Purchase | Dec 14, 2023 | Sep 12, 2026 |
| PFE — Pfizer Inc | Self | Sale (full) | Dec 11, 2023 | Sep 12, 2026 |
| TGT — Target Corp | Self | Sale (full) | Dec 7, 2023 | Sep 12, 2026 |
| KO — Coca-Cola Company | Self | Purchase | Dec 7, 2023 | Sep 12, 2026 |
| VLTO — Veralto Corporation | Multiple owners | Sale (full)Source rows (3)$3,003–$45,000 Original ↗ · Row 2 · Ptr Original ↗ · Row 3 · Ptr Original ↗ · Row 5 · Ptr | Nov 29, 2023 | Sep 12, 2026 |
| KMB — Kimberly-Clark Corp | Self | Sale (full) | Nov 16, 2023 | Sep 12, 2026 |
| CELH — Celsius Holdings Inc | Self | Purchase | Nov 8, 2023 | Sep 12, 2026 |
| C — Citigroup Inc | Spouse | Sale (full) | Sep 20, 2023 | Sep 12, 2026 |
| PYPL — Paypal Holdings | Spouse | Sale (full) | Sep 20, 2023 | Sep 12, 2026 |
| T — AT&T Inc | Multiple owners | Sale (full)Source rows (2)$16,002–$65,000 Original ↗ · Row 3 · Ptr Original ↗ · Row 13 · Ptr | Sep 20, 2023 | Sep 12, 2026 |
| WBD — Warner Bros. Discovery, Inc. - Series A Common Sto | Multiple owners | Sale (full)Source rows (2)$2,002–$30,000 Original ↗ · Row 5 · Ptr Original ↗ · Row 16 · Ptr | Sep 20, 2023 | Sep 12, 2026 |
| INTC — Intel Corp | Spouse | Sale (full) | Sep 20, 2023 | Sep 12, 2026 |
| MET — Metlife Inc | Self | Sale (full) | Sep 20, 2023 | Sep 12, 2026 |
| IR — Ingersoll Rand Inc | Self | Sale (full) | Sep 20, 2023 | Sep 12, 2026 |
| KVUE — Kenvue Inc | Self | Purchase | Sep 20, 2023 | Sep 12, 2026 |
| VZ — Verizon Communications Inc | Self | Purchase | Sep 20, 2023 | Sep 12, 2026 |
| NVS — Novartis Ag ADR | Self | Purchase | Sep 20, 2023 | Sep 12, 2026 |
61 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.