1 year
4.77%
Cumulative estimated return
SPY: 14.60%
Outperformance: -9.83 percentage points
2025-09-15 – 2026-09-15
Missing information
- 48 sales exceeding observed holdings (unmatched amount omitted).
- 8 rows without a saved price.
Dan Newhouse
Updated Sep 14, 2026Republican · House WA04
Wikipedia biography ↗Years Elected: About 11.7Rank: #60
Service dates
Federal elected service; earlier service not yet verified.
- Jan 6, 2015 – Sep 16, 2026
Estimated public-equity portfolio performance
3 years
40.70%
Cumulative estimated return
SPY: 70.83%
Outperformance: -30.13 percentage points
2023-09-15 – 2026-09-15
Missing information
- 48 sales exceeding observed holdings (unmatched amount omitted).
- 8 rows without a saved price.
5 years
40.37%
Cumulative estimated return
SPY: 63.97%
Outperformance: -23.60 percentage points
2021-11-02 – 2026-09-15
Missing information
- 48 sales exceeding observed holdings (unmatched amount omitted).
- 8 rows without a saved price.
- Available investment history starts 2021-11-02.
As of Sep 15, 2026. 201 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 |
|---|---|---|---|---|---|---|
| ACN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $193.40Sep 15, 2026 | Unavailable |
| ADBE | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $257.76Sep 15, 2026 | Unavailable |
| AMD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $504.20Sep 15, 2026 | Unavailable |
| GOOGL | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $344.98Sep 15, 2026 | Unavailable |
| AMZN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $248.42Sep 15, 2026 | Unavailable |
| AME | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $234.45Sep 15, 2026 | Unavailable |
| ADI | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $361.35Sep 15, 2026 | Unavailable |
| AAPL | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $331.34Sep 15, 2026 | Unavailable |
| AMAT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $421.17Sep 15, 2026 | Unavailable |
| T | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ADP | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $276.53Sep 15, 2026 | Unavailable |
| BLK | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $1058.66Sep 15, 2026 | Unavailable |
| BX | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $126.70Sep 15, 2026 | Unavailable |
| BKNG | Spouse | None | Unavailable | Unavailable | $171.32Sep 15, 2026 | Unavailable |
| AVGO | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $339.27Sep 15, 2026 | Unavailable |
| BR | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| BRO | Spouse | None | Unavailable | Unavailable | $67.23Sep 15, 2026 | Unavailable |
| SCHW | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| COP | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $141.22Sep 15, 2026 | Unavailable |
| CSX | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $48.66Sep 15, 2026 | Unavailable |
| DHR | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $209.36Sep 15, 2026 | Unavailable |
| DE | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $684.04Sep 15, 2026 | Unavailable |
| DG | Spouse | None | Unavailable | Unavailable | $124.70Sep 15, 2026 | Unavailable |
| ELV | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $417.54Sep 15, 2026 | Unavailable |
| LLY | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $1136.11Sep 15, 2026 | Unavailable |
| EQR | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| WTRG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $41.48Sep 15, 2026 | Unavailable |
| EL | Spouse | $1 - $1,000 | Unavailable | Unavailable | $96.25Sep 15, 2026 | Unavailable |
| EVRG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $80.20Sep 15, 2026 | Unavailable |
| XOM | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| FISV | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $50.02Sep 15, 2026 | Unavailable |
| FMC | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $11.25Sep 15, 2026 | Unavailable |
| FTNT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $172.37Sep 15, 2026 | Unavailable |
| GIS | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $36.58Sep 15, 2026 | Unavailable |
| HON | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $203.44Sep 15, 2026 | Unavailable |
| INTU | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $329.27Sep 15, 2026 | Unavailable |
| LIN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $462.96Sep 15, 2026 | Unavailable |
| LOW | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $194.61Sep 15, 2026 | Unavailable |
| LULU | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $98.37Sep 15, 2026 | Unavailable |
| MGA | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| MPC | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $410.84Sep 15, 2026 | Unavailable |
| MSFT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| MDLZ | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $62.10Sep 15, 2026 | Unavailable |
| MCO | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $467.16Sep 15, 2026 | Unavailable |
| NFLX | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $77.90Sep 15, 2026 | Unavailable |
| NEE | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $81.07Sep 15, 2026 | Unavailable |
| NKE | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $36.22Sep 15, 2026 | Unavailable |
| NI | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $40.59Sep 15, 2026 | Unavailable |
| NVDA | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $212.17Sep 15, 2026 | Unavailable |
| NXPI | 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 |
|---|---|---|---|
| Danaher Corporation (DHR) [ST] | not_reported | 32.89696455240535178781566828 | 6887.31 |
| Estee Lauder Companies, Inc. (EL) [ST] | not_reported | 29.55049124621407992908325331 | 2844.23 |
| Lowe's Companies, Inc. (LOW) [ST] | not_reported | 70.16739039132259429099500176 | 13655.28 |
| Moody's Corporation (MCO) [ST] | not_reported | 45.95664771217429438261229640 | 21469.11 |
| Accenture plc Class A Ordinary Shares (ACN) [ST] | spouse | 88.98140036071122350902063323 | 17209.00 |
| Applied Materials, Inc. - Common Stock (AMAT) [ST] | spouse | 17.85272336508564923090634813 | 7519.03 |
| Amphenol Corporation Common Stock (APH) [ST] | spouse | 100.5972588960140827360744373 | 7811.38 |
| Costco Wholesale Corporation - Common Stock (COST) [ST] | spouse | 8.731787175989085948158253752 | 7870.40 |
| Edward Jones IRA ⇒ Danaher Corporation (DHR) [ST] | spouse | 34.94889044207583435261226629 | 7316.90 |
| Edward Jones IRA ⇒ Walt Disney Company (DIS) [ST] | spouse | 71.85002245172878311629995510 | 7646.28 |
| Duke Energy Corporation (DUK) [ST] | spouse | 63.75916480714058017213898629 | 7508.92 |
| Edward Jones IRA ⇒ Estee Lauder Companies, Inc. (EL) [ST] | spouse | 4.779411764705882352941176471 | 460.02 |
| Edward Jones IRA ⇒ Evergy, Inc. (EVRG) [ST] | spouse | 110.3669471651262243068009381 | 8851.43 |
| Edward Jones IRA ⇒ Lowe's Companies, Inc. (LOW) [ST] | spouse | 33.17507049261900812738430917 | 6456.20 |
| Edward Jones IRA ⇒ Moody's Corporation (MCO) [ST] | spouse | 15.66115298032690613683077224 | 7316.26 |
| Edward Jones IRA ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST] | spouse | 148.6253018762771688649451978 | 9229.63 |
| Magna International, Inc. Common Stock (MGA) [ST] | spouse | 25.6205381786675642246841494 | 1624.85 |
| Edward Jones IRA ⇒ NiSource Inc Common Stock (NI) [ST] | spouse | 191.5828544061302681992337165 | 7776.35 |
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
348 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 |
|---|---|---|---|---|
| MPC — Edward Jones IRA ⇒ Marathon Petroleum Corporation Common Stock (MPC) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| ELV — Edward Jones IRA ⇒ Elevance Health, Inc. Common Stock (ELV) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| EQR — Edward Jones IRA ⇒ Equity Residential Common Shares of Beneficial Interest (EQR) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| HSY — Edward Jones IRA ⇒ The Hershey Company Common Stock (HSY) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| DHR — Edward Jones IRA ⇒ Danaher Corporation Common Stock (DHR) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| WTRG — Edward Jones IRA ⇒ Essential Utilities, Inc. Common Stock (WTRG) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| MGA — Edward Jones IRA ⇒ Magna International, Inc. Common Stock (MGA) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| DG — Edward Jones IRA ⇒ Dollar General Corporation Common Stock (DG) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| UNP — Edward Jones IRA ⇒ Union Pacific Corporation Common Stock (UNP) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| MDLZ — Edward Jones IRA ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| PEP — Edward Jones IRA ⇒ Pepsico, Inc. (PEP) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| VZ — Edward Jones IRA ⇒ Verizon Communications Inc. Common Stock (VZ) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| INTU — Edward Jones IRA ⇒ Intuit Inc. - Common Stock (INTU) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| ADBE — Edward Jones IRA ⇒ Adobe Inc. - Common Stock (ADBE) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| BLK — Edward Jones IRA ⇒ BlackRock, Inc. Common Stock (BLK) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| EVRG — Edward Jones IRA ⇒ Evergy, Inc. (EVRG) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| TFC — Edward Jones IRA ⇒ Truist Financial Corporation Common Stock (TFC) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| TMO — Edward Jones IRA ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| SBUX — Edward Jones IRA ⇒ Starbucks Corporation - Common Stock (SBUX) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| NVDA — Edward Jones IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| HON — Edward Jones IRA ⇒ Honeywell International Inc. (HON) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| RTX — Edward Jones IRA ⇒ RTX Corporation Common Stock (RTX) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| ADI — Edward Jones IRA ⇒ Analog Devices, Inc. - Common Stock (ADI) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| LOW — Edward Jones IRA ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| MSFT — Edward Jones IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| CRM — Edward Jones IRA ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| TSLA — Edward Jones IRA ⇒ Tesla, Inc. - Common Stock (TSLA) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| NOW — Edward Jones IRA ⇒ ServiceNow, Inc. Common Stock (NOW) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| AAPL — Edward Jones IRA ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| T — Edward Jones IRA ⇒ AT&T Inc. (T) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| NI — Edward Jones IRA ⇒ NiSource Inc Common Stock (NI) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| LIN — Edward Jones IRA ⇒ Linde plc - Ordinary Shares (LIN) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| DE — Edward Jones IRA ⇒ Deere & Company Common Stock (DE) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| FI — Edward Jones IRA ⇒ Fiserv, Inc. Common Stock (FI) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| ACN — Edward Jones IRA ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| GOOGL — Edward Jones IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| MCO — Edward Jones IRA ⇒ Moody's Corporation Common Stock (MCO) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| V — Edward Jones IRA ⇒ Visa Inc. (V) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| NFLX — Edward Jones IRA ⇒ Netflix, Inc. - Common Stock (NFLX) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| FTNT — Edward Jones IRA ⇒ Fortinet, Inc. - Common Stock (FTNT) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| VFC — Edward Jones IRA ⇒ V.F. Corporation Common Stock (VFC) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| LLY — Edward Jones IRA ⇒ Eli Lilly and Company Common Stock (LLY) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| PYPL — Edward Jones IRA ⇒ PayPal Holdings, Inc. - Common Stock (PYPL) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| AMZN — Edward Jones IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| BKNG — Edward Jones IRA ⇒ Booking Holdings Inc. - Common Stock (BKNG) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| EL — Edward Jones IRA ⇒ Estee Lauder Companies, Inc. (EL) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| AVGO — Edward Jones IRA ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 11, 2025 | Sep 14, 2026 |
| ACN — Accenture plc Class A Ordinary Shares (ACN) [ST] | Spouse | Sale (partial) | Apr 11, 2025 | Sep 11, 2026 |
| ADBE — Adobe Inc. - Common Stock (ADBE) [ST] | Spouse | Sale (partial) | Apr 11, 2025 | Sep 11, 2026 |
| GOOGL — Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Spouse | Sale (partial) | Apr 11, 2025 | Sep 11, 2026 |
All disclosures
19 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.