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 |
|---|---|---|---|---|---|---|
| LRCX | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $239.11Oct 30, 2026 | Unavailable |
| LMT | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $636.95Oct 30, 2026 | Unavailable |
| MA | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $638.01Oct 30, 2026 | Unavailable |
| MCD | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $258.12Oct 30, 2026 | Unavailable |
| MSFT | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $521.91Oct 30, 2026 | Unavailable |
| NVDA | Spouse | $250,001 - $500,000 | Unavailable | Unavailable | $204.64Oct 30, 2026 | Unavailable |
| PEP | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $137.34Oct 30, 2026 | Unavailable |
| PG | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| SBUX | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $103.67Oct 30, 2026 | Unavailable |
| UNH | Spouse | None (or less than $1,001) | Unavailable | Unavailable | $406.97Oct 30, 2026 | Unavailable |
| VZ | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $44.73Oct 30, 2026 | Unavailable |
| V | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $413.59Oct 30, 2026 | Unavailable |
| WMT | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $123.51Oct 30, 2026 | Unavailable |
| KVUE | Spouse | None (or less than $1,001) | Unavailable | Unavailable | $19.31Oct 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 |
|---|---|---|---|---|
| MMM — 3M Company | Self | Sale (full) | Sep 20, 2023 | Sep 12, 2026 |
| TSLA — Tesla Inc | Self | Purchase | Sep 20, 2023 | Sep 12, 2026 |
| XYZ — Block, Inc. Class A Common Stock, | Self | Sale (full) | Sep 20, 2023 | Sep 12, 2026 |
| LLY — Eli Lilly and Company | Self | Purchase | Sep 20, 2023 | Sep 12, 2026 |
| Not reported — Johnson & Johnson Common Stock (Exchanged) Kenvue Inc. Common Stock (Received) | Spouse | Exchange | Aug 24, 2023 | Sep 12, 2026 |
| Not reported — Johnson & Johnson Common Stock (Exchanged) Kenvue Inc. Common Stock (Received) | Self | Exchange | Aug 24, 2023 | Sep 12, 2026 |
| ESS — Essex Property Trust, Inc. Common Stock | Multiple owners | Sale (full)Source rows (2)$2,002–$30,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr | Apr 18, 2023 | Sep 12, 2026 |
| C — Citigroup, Inc. Common Stock | Multiple owners | Sale (full)Source rows (2)$2,002–$30,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr | Nov 29, 2022 | Sep 12, 2026 |
| Not reported — AT&T Inc. (Exchanged) Warner Bros. Discovery, Inc. - Series A Common Sto (Received) | Spouse | Exchange | Apr 11, 2022 | Sep 12, 2026 |
| Not reported — AT&T Inc. (Exchanged) Warner Bros. Discovery, Inc. - Series A Common Sto (Received) | Self | Exchange | Apr 11, 2022 | Sep 12, 2026 |
| TGT — Target Corporation Common Stock | Self | Purchase | Jan 28, 2022 | Sep 12, 2026 |
| TSLA — Tesla, Inc. - Common Stock | Self | Purchase | Jan 28, 2022 | Sep 12, 2026 |
61 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.