1 year
22.97%
Cumulative estimated return
SPY: 14.60%
Outperformance: 8.37 percentage points
2025-09-15 – 2026-09-15
Missing information
- 21 rows without a saved price.
- 6 sales exceeding observed holdings (unmatched amount omitted).
Republican · House FL27
Wikipedia biography ↗Years Elected: About 5.7Rank: #29
Federal elected service; earlier service not yet verified.
22.97%
Cumulative estimated return
SPY: 14.60%
Outperformance: 8.37 percentage points
2025-09-15 – 2026-09-15
60.13%
Cumulative estimated return
SPY: 70.83%
Outperformance: -10.70 percentage points
2023-09-15 – 2026-09-15
18.59%
Cumulative estimated return
SPY: 59.46%
Outperformance: -40.87 percentage points
2021-12-31 – 2026-09-15
As of Sep 15, 2026. 69 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.
This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| PRU | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $119.31Sep 15, 2026 | Unavailable |
| NLY | Not reported | $1 - $1,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| DBRG | Not reported | $1 - $1,000 | Unavailable | Unavailable | $15.86Sep 15, 2026 | Unavailable |
| OBE | Not reported | $1 - $1,000 | 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.
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Brookfield Renewable Partners L.P. Limited Partnership Units (BEP) [ST] | not_reported | 2193.108040247033680625398946 | 63183.44 |
| Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | not_reported | 94.37889513026116402247492475 | 48771.24 |
| Morgan Stanley Roth IRA ⇒ DigitalBridge Group, Inc. (DBRG) [ST] | not_reported | 32.62711864406779661016949153 | 517.47 |
| Datadog, Inc. - Class A Common Stock (DDOG) [ST] | not_reported | 188.2454101789449221473390658 | 43347.27 |
| Corning Incorporated Common Stock (GLW) [ST] | not_reported | 488.4355275022542831379621280 | 70124.69 |
| Goldman Sachs Group, Inc. (GS) [ST] | not_reported | 80.29771463866584311303273626 | 78424.37 |
| Morgan Stanley Roth IRA ⇒ Annaly Capital Management Inc (NLY) [ST] | not_reported | 22.38372093023255813953488372 | 479.24 |
| QUALCOMM Incorporated - Common Stock (QCOM) [ST] | not_reported | 91.51889468225681092800494321 | 17187.25 |
| Sherwin-Williams Company (SHW) [ST] | not_reported | 66.40504047427970573227903360 | 21463.44 |
| Venture Global, Inc. Class A common stock (VG) [ST] | not_reported | 559.8670398880335899230230931 | 8560.37 |
| Voyager Technologies, Inc. Class A Common Stock (VOYG) [ST] | not_reported | 1071.708546258204291656714214 | 36984.66 |
| Whirlpool Corporation Common Stock (WHR) [ST] | not_reported | 357.1915759737816419792447574 | 11798.04 |
| Woerner Trusts ⇒ Woerner Securities, Inc ⇒ Morgan Stanley 2 ⇒ Airbnb, Inc. - Class A (ABNB) [ST] | spouse | 58.76671073894520346701924489 | 9891.61 |
| Clearway Energy, Inc. Class C Common Stock (CWEN) [ST] | spouse | 154.015797246663915348067853 | 4609.69 |
| DT Midstream, Inc. Common Stock (DTM) [ST] | spouse | 527.3486938179458056141489534 | 65960.77 |
| Woerner Trusts ⇒ Woerner Securities, Inc ⇒ NB Account ⇒ Enterprise Products Partners L.P. (EPD) [ST] | spouse | 6641.385199240986717267552182 | 257752.16 |
| Woerner Trusts ⇒ Woerner Securities, Inc ⇒ NB Account ⇒ Energy Transfer LP Common Units (ET) [ST] | spouse | 217391.3405797101449275362319 | 4636957.29 |
| Occidental Petroleum Corporation Common Stock (OXY) [ST] | spouse | 630.0988755331523846452113222 | 40023.88 |
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. | ||||||
85 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 |
|---|---|---|---|---|
| ULTA — Ulta Beauty, Inc. - Common Stock (ULTA) [ST] | Not reported | Purchase | Mar 19, 2026 | Sep 11, 2026 |
| VG — Venture Global, Inc. Class A common stock (VG) [ST] | Not reported | Purchase | Mar 19, 2026 | Sep 11, 2026 |
| WHR — Whirlpool Corporation Common Stock (WHR) [ST] | Not reported | PurchaseSource rows (2)$16,002–$65,000 Original ↗ · Row 24 · Ptr Original ↗ · Row 25 · Ptr | Mar 19, 2026 | Sep 11, 2026 |
| AR — Antero Resources Corporation Common Stock (AR) [ST] | Spouse | Purchase | Oct 31, 2024 | Sep 11, 2026 |
| CWEN — Clearway Energy, Inc. Class C Common Stock (CWEN) [ST] | Spouse | Sale | Oct 25, 2024 | Sep 11, 2026 |
| OXY — Occidental Petroleum Corporation Common Stock (OXY) [ST] | Spouse | Purchase | Oct 25, 2024 | Sep 11, 2026 |
| AR — Antero Resources Corporation Common Stock (AR) [ST] | Spouse | Purchase | Aug 2, 2024 | Sep 11, 2026 |
| DTM — DT Midstream, Inc. Common Stock (DTM) [ST] | Spouse | Purchase | May 1, 2024 | Sep 12, 2026 |
| NFE — New Fortress Energy Inc. - Class A Common Stock (NFE) [ST] | Spouse | Sale | May 1, 2024 | Sep 12, 2026 |
| CWEN — Clearway Energy, Inc. Class C Common Stock (CWEN) [ST] | Spouse | Purchase | Apr 26, 2024 | Sep 12, 2026 |
| CIVI — Civitas Resources, Inc. Common Stock (CIVI) [ST] | Spouse | Sale | Apr 8, 2024 | Sep 12, 2026 |
| NFE — Neuberger ⇒ New Fortress Energy Inc. - Class A (NFE) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 24, 2023 | Sep 14, 2026 |
| NEP — Neuberger ⇒ NextEra Energy Partners, LP Common Units representing limited partner interests (NEP) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Oct 24, 2023 | Sep 14, 2026 |
| NFE — New Fortress Energy Inc. - Class A (NFE) [ST] | Spouse | Purchase | Oct 24, 2023 | Sep 12, 2026 |
| NEP — NextEra Energy Partners, LP Common Units representing limited partner interests (NEP) [ST] | Spouse | Sale | Oct 24, 2023 | Sep 12, 2026 |
| LNG — Neuberger ⇒ Cheniere Energy, Inc. (LNG) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | May 16, 2023 | Sep 14, 2026 |
| OKE — Neuberger ⇒ ONEOK, Inc. (OKE) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | May 16, 2023 | Sep 14, 2026 |
| LNG — Cheniere Energy, Inc. (LNG) [ST] | Spouse | Sale | May 16, 2023 | Sep 12, 2026 |
| OKE — ONEOK, Inc. (OKE) [ST] | Spouse | Sale | May 16, 2023 | Sep 12, 2026 |
| NEP — Neuberger ⇒ NextEra Energy Partners, LP Common Units representing limited partner interests (NEP) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Apr 13, 2023 | Sep 14, 2026 |
| NEP — NextEra Energy Partners, LP Common Units representing limited partner interests (NEP) [ST] | Spouse | Sale | Apr 13, 2023 | Sep 12, 2026 |
| ET — Morgan Stanley 9219 ⇒ Energy Transfer LP Common Units (ET) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Mar 13, 2023 | Sep 14, 2026 |
| TYG — Morgan Stanley 9219 ⇒ Tortoise Energy Infrastructure Corporation (TYG) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Mar 13, 2023 | Sep 14, 2026 |
| ET — Morgan Stanley Acct3084 ⇒ Energy Transfer LP Common Units (ET) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Mar 13, 2023 | Sep 14, 2026 |
| TYG — Morgan Stanley Acct3084 ⇒ Tortoise Energy Infrastructure Corporation (TYG) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Mar 13, 2023 | Sep 14, 2026 |
| ET — Morgan Stanley IRA 4181 ⇒ Energy Transfer LP Common Units (ET) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Mar 13, 2023 | Sep 14, 2026 |
| TYG — Morgan Stanley IRA 4181 ⇒ Tortoise Energy Infrastructure Corporation (TYG) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Mar 13, 2023 | Sep 14, 2026 |
| CIVI — Neuberger ⇒ Civitas Resources, Inc. (CIVI) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Mar 13, 2023 | Sep 14, 2026 |
| CIVI — Civitas Resources, Inc. (CIVI) [ST] | Spouse | Purchase | Mar 13, 2023 | Sep 12, 2026 |
| ET — Energy Transfer LP Common Units (ET) [ST] | Spouse | PurchaseSource rows (3)$165,003–$400,000 Original ↗ · Row 2 · Ptr Original ↗ · Row 3 · Ptr Original ↗ · Row 4 · Ptr | Mar 13, 2023 | Sep 12, 2026 |
| TYG — Tortoise Energy Infrastructure Corporation (TYG) [ST] | Spouse | SaleSource rows (3)$165,003–$400,000 Original ↗ · Row 5 · Ptr Original ↗ · Row 6 · Ptr Original ↗ · Row 7 · Ptr | Mar 13, 2023 | Sep 12, 2026 |
| CANO — Merrill Lynch Non-Retirement Investment Account ⇒ Cano Health, Inc. Class A (CANO) [ST] | Not reported | ExchangeAnnual schedule; may repeat a PTR | Feb 20, 2023 | Sep 14, 2026 |
| CANO — Cano Health, Inc. Class A (CANO) [ST] | Not reported | Exchange | Feb 20, 2023 | Sep 12, 2026 |
| CANO — Merrill Lynch Non-Retirement Investment Account ⇒ Cano Health, Inc. Class A (CANO) [ST] | Not reported | ExchangeAnnual schedule; may repeat a PTRSource rows (1)$250,001 - $500,000 Original ↗ · Row 77 · Annual | Feb 14, 2022 | Sep 14, 2026 |
| CANO — Cano Health, Inc. Class A (CANO) [ST] | Not reported | Exchange | Feb 14, 2022 | Sep 12, 2026 |
38 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.