1 year
11.64%
Cumulative estimated return
SPY: 14.60%
Outperformance: -2.96 percentage points
2025-09-15 – 2026-09-15
Missing information
- 101 sales exceeding observed holdings (unmatched amount omitted).
- 2 rows without a saved price.
Jared Moskowitz
Updated Sep 14, 2026Democrat · House FL23
Wikipedia biography ↗Years Elected: About 3.7Rank: #45
Service dates
Federal elected service; earlier service not yet verified.
- Jan 3, 2023 – Sep 17, 2026
Estimated public-equity portfolio performance
3 years
49.02%
Cumulative estimated return
SPY: 70.83%
Outperformance: -21.81 percentage points
2023-09-15 – 2026-09-15
Missing information
- 101 sales exceeding observed holdings (unmatched amount omitted).
- 2 rows without a saved price.
5 years
45.62%
Cumulative estimated return
SPY: 89.78%
Outperformance: -44.16 percentage points
2023-02-21 – 2026-09-15
Missing information
- 101 sales exceeding observed holdings (unmatched amount omitted).
- 2 rows without a saved price.
- Available investment history starts 2023-02-21.
As of Sep 15, 2026. 304 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 |
|---|---|---|---|---|---|---|
| ABT | Not reported | None | Unavailable | Unavailable | Unavailable | Unavailable |
| ABBV | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $262.51Sep 16, 2026 | Unavailable |
| ACN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $189.64Sep 16, 2026 | Unavailable |
| GOOG | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $339.36Sep 16, 2026 | Unavailable |
| AMZN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $245.96Sep 16, 2026 | Unavailable |
| AXP | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| AMGN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $376.35Sep 16, 2026 | Unavailable |
| ADI | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $362.04Sep 16, 2026 | Unavailable |
| AAPL | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $332.41Sep 16, 2026 | Unavailable |
| ATO | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $161.96Sep 16, 2026 | Unavailable |
| ADP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $273.19Sep 16, 2026 | Unavailable |
| BRK.B | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $519.80Sep 16, 2026 | Unavailable |
| AVGO | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $339.51Sep 16, 2026 | Unavailable |
| BRO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $65.88Sep 16, 2026 | Unavailable |
| CARR | Not reported | None | Unavailable | Unavailable | $54.26Sep 16, 2026 | Unavailable |
| CAT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $782.72Sep 16, 2026 | Unavailable |
| CB | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CSCO | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $107.74Sep 16, 2026 | Unavailable |
| COST | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $893.74Sep 16, 2026 | Unavailable |
| CMI | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $527.50Sep 16, 2026 | Unavailable |
| DELL | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| LLY | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $1137.82Sep 16, 2026 | Unavailable |
| RACE | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| GS | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $937.98Sep 16, 2026 | Unavailable |
| HCA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HON | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $207.66Sep 16, 2026 | Unavailable |
| ITW | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $267.33Sep 16, 2026 | Unavailable |
| JNJ | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| JPM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $348.92Sep 16, 2026 | Unavailable |
| LECO | Not reported | None | Unavailable | Unavailable | Unavailable | Unavailable |
| LIN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $462.09Sep 16, 2026 | Unavailable |
| LMT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $537.25Sep 16, 2026 | Unavailable |
| LUMN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| MCD | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $248.56Sep 16, 2026 | Unavailable |
| MCK | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $887.29Sep 16, 2026 | Unavailable |
| META | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $673.31Sep 16, 2026 | Unavailable |
| MSFT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $490.30Sep 16, 2026 | Unavailable |
| NVDA | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $213.90Sep 16, 2026 | Unavailable |
| ORCL | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $143.16Sep 16, 2026 | Unavailable |
| PEP | Not reported | None | Unavailable | Unavailable | $134.34Sep 16, 2026 | Unavailable |
| PG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PEG | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| QCOM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $184.84Sep 16, 2026 | Unavailable |
| ROP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $375.82Sep 16, 2026 | Unavailable |
| RPM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $99.78Sep 16, 2026 | Unavailable |
| SPGI | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $406.76Sep 16, 2026 | Unavailable |
| CRM | Not reported | None | Unavailable | Unavailable | $250.54Sep 16, 2026 | Unavailable |
| SHW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| SO | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $86.23Sep 16, 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.
Estimated positions as of Sep 15, 2026
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Applied Materials, Inc. - Common Stock (AMAT) [ST] | dependent | 25.92892677156422679911198976 | 10920.49 |
| ASML Holding N.V. - New York Registry Shares (ASML) [ST] | dependent | 11.68280252916867452286035543 | 18592.95 |
| Stash UTMA (DC 2) ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | dependent | 63.66656719387247587784740872 | 32900.34 |
| Morgan Stanley Active Assets (6) ⇒ Costco Wholesale Corporation (COST) [ST] | dependent | 18.55532620544100934666140965 | 16724.84 |
| STIFEL Brokerage ⇒ Walt Disney Company (DIS) [ST] | dependent | 70.32170167882570097565263250 | 7483.64 |
| Morgan Stanley Active Assets (6) ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | dependent | 50.99107711918419375398342894 | 17409.88 |
| Morgan Stanley Active Assets (6) ⇒ Goldman Sachs Group, Inc. (GS) [ST] | dependent | 18.20364050056882821387940842 | 17778.95 |
| Morgan Stanley Active Assets (6) ⇒ W.W. Grainger, Inc. Common Stock (GWW) [ST] | dependent | 15.85748971805163272384916506 | 20131.56 |
| Morgan Stanley Active Assets (6) ⇒ Hormel Foods Corporation (HRL) [ST] | dependent | 249.1591404546870133914668328 | 5180.02 |
| Morgan Stanley Active Assets (6) ⇒ McDonald's Corporation (MCD) [ST] | dependent | 52.35415371527664169093348166 | 13234.08 |
| Morgan Stanley Active Assets (6) ⇒ Public Service Enterprise Group Incorporated (PEG) [ST] | dependent | 199.2652552926525529265255293 | 14032.26 |
| Morgan Stanley Active Assets (6) ⇒ QUALCOMM Incorporated (QCOM) [ST] | dependent | 93.54574685764396375328851214 | 17567.89 |
| Morgan Stanley Active Assets (6) ⇒ RPM International Inc. (RPM) [ST] | dependent | 153.8557692307692307692307692 | 15477.89 |
| Morgan Stanley Active Assets (6) ⇒ Sherwin-Williams Company (SHW) [ST] | dependent | 24.69061506650618769866987625 | 7980.50 |
| Morgan Stanley Active Assets (6) ⇒ TJX Companies, Inc. (TJX) [ST] | dependent | 104.1663954169650413384545277 | 12979.13 |
| Accenture plc Class A Ordinary Shares (ACN) [ST] | not_reported | 81.13642344300791687510339540 | 15691.78 |
| Applied Materials, Inc. - Common Stock (AMAT) [ST] | not_reported | 26.86894556308794075143906549 | 11316.39 |
| ASML Holding N.V. - New York Registry Shares (ASML) [ST] | not_reported | 11.89857743411410263623238542 | 18936.35 |
| Morgan Stanley Active Assets (2) ⇒ Bank of America Corporation (BAC) [ST] | not_reported | 1363.645454545454545454545455 | 81164.18 |
| Stash IRA ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | not_reported | 96.49159454889087834477270466 | 49863.00 |
| Morgan Stanley Active Assets (1) ⇒ Costco Wholesale Corporation (COST) [ST] | not_reported | 37.68873066307952779646079273 | 33970.74 |
| Morgan Stanley Active Assets (1) ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | not_reported | 103.5707456978967495219885277 | 35362.16 |
| Morgan Stanley Active Assets (2) ⇒ Goldman Sachs Group, Inc. (GS) [ST] | not_reported | 122.2992036405005688282138794 | 119445.96 |
| W.W. Grainger, Inc. Common Stock (GWW) [ST] | not_reported | 26.46020127625969113803818829 | 33592.02 |
| Morgan Stanley Active Assets (1) ⇒ Hormel Foods Corporation (HRL) [ST] | not_reported | 249.1591404546870133914668328 | 5180.02 |
| Morgan Stanley Active Assets (1) ⇒ Lucid Group, Inc. (LCID) [ST] | not_reported | 264.9172185430463576158940397 | 1091.46 |
| McDonald's Corporation Common Stock (MCD) [ST] | not_reported | 132.0818273473742695582364908 | 33387.64 |
| Morgan Stanley Active Assets (1) ⇒ Public Service Enterprise Group Incorporated (PEG) [ST] | not_reported | 404.7384806973848069738480697 | 28501.68 |
| Morgan Stanley Active Assets (1) ⇒ RPM International Inc. (RPM) [ST] | not_reported | 312.5048076923076923076923077 | 31437.98 |
| Morgan Stanley Active Assets (1) ⇒ Sherwin-Williams Company (SHW) [ST] | not_reported | 24.69061506650618769866987625 | 7980.50 |
| TJX Companies, Inc. (TJX) [ST] | not_reported | 262.6994280149742314516680869 | 32732.35 |
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
676 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.
All disclosures
30 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.