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 |
|---|---|---|---|---|---|---|
| BRK.B | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $519.80Sep 16, 2026 | Unavailable |
| NVDA | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $213.90Sep 16, 2026 | Unavailable |
| TSLA | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $358.08Sep 16, 2026 | Unavailable |
| AMZN | Dependent | $15,001 - $50,000 | Unavailable | Unavailable | $245.96Sep 16, 2026 | Unavailable |
| AAPL | Dependent | $15,001 - $50,000 | Unavailable | Unavailable | $332.41Sep 16, 2026 | Unavailable |
| BRK.B | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $519.80Sep 16, 2026 | Unavailable |
| NVDA | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $213.90Sep 16, 2026 | Unavailable |
| TSLA | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $358.08Sep 16, 2026 | Unavailable |
| DIS | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $106.99Sep 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.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| LOW — Lowe's Companies, Inc. Common Stock (LOW) [ST] | Not reported | Purchase | Jul 14, 2023 | Sep 12, 2026 |
| MA — Mastercard Incorporated Common Stock (MA) [ST] | Not reported | Purchase | Jul 14, 2023 | Sep 12, 2026 |
| MCD — McDonald's Corporation Common Stock (MCD) [ST] | Not reported | Purchase | Jul 14, 2023 | Sep 12, 2026 |
| MDT — Medtronic plc. Ordinary Shares (MDT) [ST] | Not reported | Purchase | Jul 14, 2023 | Sep 12, 2026 |
| MRK — Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | Purchase | Jul 14, 2023 | Sep 12, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | Purchase | Jul 14, 2023 | Sep 12, 2026 |
| NEE — NextEra Energy, Inc. Common Stock (NEE) [ST] | Not reported | Purchase | Jul 14, 2023 | Sep 12, 2026 |
| PEP — Pepsico, Inc. (PEP) [ST] | Not reported | Purchase | Jul 14, 2023 | Sep 12, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Not reported | Purchase | Jul 14, 2023 | Sep 12, 2026 |
| PEG — Public Service Enterprise Group Incorporated Common Stock (PEG) [ST] | Not reported | Purchase | Jul 14, 2023 | Sep 12, 2026 |
| RJF — Raymond James Financial, Inc. Common Stock (RJF) [ST] | Not reported | Sale | Jul 14, 2023 | Sep 12, 2026 |
| ROP — Roper Technologies, Inc. (ROP) [ST] | Not reported | Purchase | Jul 14, 2023 | Sep 12, 2026 |
| SPGI — S&P Global Inc. Common Stock (SPGI) [ST] | Not reported | Purchase | Jul 14, 2023 | Sep 12, 2026 |
| SO — Southern Company (SO) [ST] | Not reported | Purchase | Jul 14, 2023 | Sep 12, 2026 |
| SBUX — Starbucks Corporation - Common Stock (SBUX) [ST] | Not reported | Purchase | Jul 14, 2023 | Sep 12, 2026 |
| STE — STERIS plc (STE) [ST] | Not reported | Purchase | Jul 14, 2023 | Sep 12, 2026 |
| TGT — Target Corporation Common Stock (TGT) [ST] | Not reported | Purchase | Jul 14, 2023 | Sep 12, 2026 |
| TXN — Texas Instruments Incorporated - Common Stock (TXN) [ST] | Not reported | Purchase | Jul 14, 2023 | Sep 12, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Not reported | Purchase | Jul 14, 2023 | Sep 12, 2026 |
| V — Visa Inc. (V) [ST] | Not reported | Purchase | Jul 14, 2023 | Sep 12, 2026 |
| GWW — W.W. Grainger, Inc. Common Stock (GWW) [ST] | Not reported | Purchase | Jul 14, 2023 | Sep 12, 2026 |
| DIS — Walt Disney Company (DIS) [ST] | Not reported | Sale | Jul 14, 2023 | Sep 12, 2026 |
| WEC — WEC Energy Group, Inc. Common Stock (WEC) [ST] | Not reported | Purchase | Jul 14, 2023 | Sep 12, 2026 |
| WST — West Pharmaceutical Services, Inc. Common Stock (WST) [ST] | Not reported | Purchase | Jul 14, 2023 | Sep 12, 2026 |
| ADI — Morgan Stanley Active Assets (1) ⇒ Analog Devices, Inc. (ADI) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 14, 2023 | Sep 14, 2026 |
| KMB — Morgan Stanley Active Assets (1) ⇒ Kimberly-Clark Corporation (KMB) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 25 · Annual | Apr 14, 2023 | Sep 14, 2026 |
| PEG — Morgan Stanley Active Assets (1) ⇒ Public Service Enterprise Group Incorporated (PEG) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 45 · Annual | Apr 14, 2023 | Sep 14, 2026 |
| ROP — Morgan Stanley Active Assets (1) ⇒ Roper Technologies, Inc. (ROP) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 14, 2023 | Sep 14, 2026 |
| SHW — Morgan Stanley Active Assets (1) ⇒ Sherwin-Williams Company (SHW) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Apr 14, 2023 | Sep 14, 2026 |
| ADI — Analog Devices, Inc. (ADI) [ST] | Not reported | Purchase | Apr 14, 2023 | Sep 12, 2026 |
| KMB — Kimberly-Clark Corporation (KMB) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr | Apr 14, 2023 | Sep 12, 2026 |
| PEG — Public Service Enterprise Group Incorporated (PEG) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr | Apr 14, 2023 | Sep 12, 2026 |
| ROP — Roper Technologies, Inc. (ROP) [ST] | Not reported | Purchase | Apr 14, 2023 | Sep 12, 2026 |
| SHW — Sherwin-Williams Company (SHW) [ST] | Not reported | Sale | Apr 14, 2023 | Sep 12, 2026 |
| ADI — Morgan Stanley Active Assets (1) ⇒ Analog Devices, Inc. (ADI) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 27, 2023 | Sep 14, 2026 |
| ADI — Morgan Stanley Active Assets (5) ⇒ Analog Devices, Inc. (ADI) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Mar 27, 2023 | Sep 14, 2026 |
| ADI — Morgan Stanley Active Assets (6) ⇒ Analog Devices, Inc. (ADI) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Mar 27, 2023 | Sep 14, 2026 |
| ADI — Analog Devices, Inc. (ADI) [ST] | Multiple owners | PurchaseSource rows (3)$3,003–$45,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr Original ↗ · Row 3 · Ptr | Mar 27, 2023 | Sep 12, 2026 |
| SBCF — Morgan Stanley Active Assets (3) ⇒ Seacoast Banking Corporation of Florida (SBCF) [ST] | Dependent | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 68 · Annual | Mar 10, 2023 | Sep 14, 2026 |
| SBCF — Morgan Stanley Active Assets (4) ⇒ Seacoast Banking Corporation of Florida (SBCF) [ST] | Dependent | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 70 · Annual | Mar 10, 2023 | Sep 14, 2026 |
| SBCF — Seacoast Banking Corporation of Florida (SBCF) [ST] | Dependent | Sale (partial)Source rows (2)$65,002–$150,000 Original ↗ · Row 4 · Ptr Original ↗ · Row 5 · Ptr | Mar 10, 2023 | Sep 12, 2026 |
| BBY — Morgan Stanley Active Assets (1) ⇒ Best Buy Co., Inc. (BBY) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Feb 24, 2023 | Sep 14, 2026 |
| MRK — Morgan Stanley Active Assets (1) ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Feb 24, 2023 | Sep 14, 2026 |
| NEE — Morgan Stanley Active Assets (1) ⇒ NextEra Energy, Inc. (NEE) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Feb 24, 2023 | Sep 14, 2026 |
| PEP — Morgan Stanley Active Assets (1) ⇒ Pepsico, Inc. (PEP) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Feb 24, 2023 | Sep 14, 2026 |
| PFE — Morgan Stanley Active Assets (1) ⇒ Pfizer, Inc. (PFE) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 41 · Annual | Feb 24, 2023 | Sep 14, 2026 |
| PEG — Morgan Stanley Active Assets (1) ⇒ Public Service Enterprise Group Incorporated (PEG) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Feb 24, 2023 | Sep 14, 2026 |
| SPGI — Morgan Stanley Active Assets (1) ⇒ S&P Global Inc. (SPGI) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Feb 24, 2023 | Sep 14, 2026 |
| BBY — Best Buy Co., Inc. (BBY) [ST] | Not reported | Sale | Feb 24, 2023 | Sep 12, 2026 |
| MRK — Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | Purchase | Feb 24, 2023 | Sep 12, 2026 |
All disclosures
30 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.