Republican · House FL27
Wikipedia biography ↗Years Elected: About 5.8Rank: #49
Federal elected service; earlier service not yet verified.
25.57%
Cumulative estimated return
SPY: 13.01%
Outperformance: 12.56 percentage points
2025-10-24 – 2026-10-26
60.18%
Cumulative estimated return
SPY: 85.52%
Outperformance: -25.34 percentage points
2023-10-26 – 2026-10-26
12.67%
Cumulative estimated return
SPY: 67.86%
Outperformance: -55.19 percentage points
2021-10-26 – 2026-10-26
As of Oct 26, 2026. 104 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 |
|---|---|---|---|---|---|---|
| PRU | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $116.45Oct 30, 2026 | Unavailable |
| NLY | Not reported | $1 - $1,000 | Unavailable | Unavailable | $18.23Oct 30, 2026 | Unavailable |
| DBRG | Not reported | $1 - $1,000 | Unavailable | Unavailable | $16.00Sep 29, 2026 | Unavailable |
| OBE | Not reported | $1 - $1,000 | Unavailable | Unavailable | $11.80Oct 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 |
|---|---|---|---|
| Amgen Inc. - Common Stock (AMGN) [ST] | not_reported | 1.80358257598099226477527408 | 801.93 |
| Boeing Company (BA) [ST] | not_reported | 160.6642811982474134314859403 | 30254.69 |
| Brookfield Renewable Partners L.P. Limited Partnership Units (BEP) [ST] | not_reported | 1910.104856660192506235586424 | 54552.59 |
| Biogen Inc. - Common Stock (BIIB) [ST] | not_reported | 251.9745011110426427189392201 | 63563.09 |
| Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | not_reported | 78.54196571896222107144756816 | 43084.98 |
| Citigroup, Inc. Common Stock (C) [ST] | not_reported | 308.1297064988145351327269275 | 37296.02 |
| Chubb Limited Common Stock (CB) [ST] | not_reported | 65.57843388666143328965234848 | 23394.45 |
| Salesforce, Inc. Common Stock (CRM) [ST] | not_reported | 303.8882369455555767710373832 | 75245.77 |
| Cisco Systems, Inc. - Common Stock (CSCO) [ST] | not_reported | 63.96563065586607029970356692 | 7051.57 |
| Chevron Corporation Common Stock (CVX) [ST] | not_reported | 37.77741052035130796109169893 | 8764.74 |
| Morgan Stanley Roth IRA ⇒ DigitalBridge Group, Inc. (DBRG) [ST] | not_reported | 32.62711864406779661016949153 | 521.71 |
| Datadog, Inc. - Class A Common Stock (DDOG) [ST] | not_reported | 157.1053665856084750042595080 | 44027.21 |
| FedEx Corporation Common Stock (FDX) [ST] | not_reported | 112.5060980691604940123439291 | 33817.08 |
| Corning Incorporated Common Stock (GLW) [ST] | not_reported | 429.2489969430167732280985805 | 54832.27 |
| Goldman Sachs Group, Inc. (GS) [ST] | not_reported | 71.63250652420559768635206172 | 63987.89 |
| Honeywell International Inc. (HON) [ST] | not_reported | 101.6937188310452871973946694 | 22299.40 |
| Meta Platforms, Inc. - Class A Common Stock (META) [ST] | not_reported | 11.43408663306226275549058325 | 7209.88 |
| Merck & Company, Inc. Common Stock (MRK) [ST] | not_reported | 373.0114770277405459664524755 | 52449.14 |
| Marvell Technology, Inc. - Common Stock (MRVL) [ST] | not_reported | 265.8851900254162775222154176 | 62158.64 |
| Microsoft Corporation - Common Stock (MSFT) [ST] | not_reported | 60.80397695676021527677055870 | 32384.20 |
| Morgan Stanley Roth IRA ⇒ Annaly Capital Management Inc (NLY) [ST] | not_reported | 22.38372093023255813953488372 | 408.73 |
| NVR, Inc. Common Stock (NVR) [ST] | not_reported | 1.246591564218825472506583150 | 7140.19 |
| Morgan Stanley Roth IRA ⇒ Obsidian Energy Ltd. (OBE) [ST] | not_reported | 81.64763458401305057096247961 | 979.77 |
| Woerner Trusts ⇒ Woerner Securities, Inc ⇒ NB Account SP ⇒ ONEOK, Inc. (OKE) [ST] | not_reported | 1068.078894901737396753061806 | 102920.08 |
| Okta, Inc. - Class A Common Stock (OKTA) [ST] | not_reported | 55.07540454109950578655007787 | 12117.14 |
| Prudential Financial, Inc. (PRU) [ST] | not_reported | 70.87615166548547129695251595 | 8206.75 |
| Peloton Interactive, Inc. - Common Stock (PTON) [ST] | not_reported | 2270.882483005440315929121631 | 11922.13 |
| QUALCOMM Incorporated - Common Stock (QCOM) [ST] | not_reported | 91.51889468225681092800494321 | 16436.79 |
| RH Common Stock (RH) [ST] | not_reported | 417.2267086185798233878374203 | 56626.01 |
| Sherwin-Williams Company (SHW) [ST] | not_reported | 66.40504047427970573227903360 | 22256.31 |
| Snowflake Inc. Common Stock (SNOW) [ST] | not_reported | 96.16325871893439528203809478 | 32209.88 |
| Space Exploration Technologies Corp. - Class A Common Stock (SPCX) [ST] | not_reported | 55.43693039263129828076892353 | 8143.69 |
| Woerner Trusts ⇒ Woerner Securities, Inc ⇒ NB Account SP ⇒ Targa Resources, Inc. (TRGP) [ST] | not_reported | 863.3647979739841141936226545 | 263049.99 |
| Ulta Beauty, Inc. - Common Stock (ULTA) [ST] | not_reported | 60.85096423890657180303313986 | 38051.93 |
| UnitedHealth Group Incorporated Common Stock (UNH) [ST] | not_reported | 3.74850672216042204481353853 | 1539.51 |
| United Rentals, Inc. Common Stock (URI) [ST] | not_reported | 11.08152460410954459887964750 | 12432.36 |
| Venture Global, Inc. Class A common stock (VG) [ST] | not_reported | 559.8670398880335899230230931 | 7703.77 |
| Voyager Technologies, Inc. Class A Common Stock (VOYG) [ST] | not_reported | 1071.708546258204291656714214 | 26556.94 |
| Whirlpool Corporation Common Stock (WHR) [ST] | not_reported | 357.1915759737816419792447574 | 9447.72 |
| Woerner Trusts ⇒ Woerner Securities, Inc ⇒ NB Account SP ⇒ Williams Companies, Inc. (WMB) [ST] | not_reported | 2153.330462245190927361469997 | 154501.46 |
| Woerner Trusts ⇒ Woerner Securities, Inc ⇒ Morgan Stanley 2 ⇒ Airbnb, Inc. - Class A (ABNB) [ST] | spouse | 58.76671073894520346701924489 | 10052.05 |
| Antero Resources Corporation Common Stock (AR) [ST] | spouse | 2044.046636637345569718495560 | 84909.70 |
| Clearway Energy, Inc. Class C Common Stock (CWEN) [ST] | spouse | 154.015797246663915348067853 | 4837.64 |
| DT Midstream, Inc. Common Stock (DTM) [ST] | spouse | 527.3486938179458056141489534 | 66920.55 |
| Woerner Trusts ⇒ Woerner Securities, Inc ⇒ NB Account ⇒ Enterprise Products Partners L.P. (EPD) [ST] | spouse | 6641.385199240986717267552182 | 245731.25 |
| Woerner Trusts ⇒ Woerner Securities, Inc ⇒ NB Account ⇒ Energy Transfer LP Common Units (ET) [ST] | spouse | 217391.3405797101449275362319 | 4478261.62 |
| Occidental Petroleum Corporation Common Stock (OXY) [ST] | spouse | 630.0988755331523846452113222 | 40370.43 |
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 |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
120 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 |
|---|---|---|---|---|
| LNG — Neuberger ⇒ Cheniere Energy, Inc. (LNG) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | May 16, 2023 | Sep 14, 2026 |
| OKE — Neuberger ⇒ ONEOK, Inc. (OKE) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | 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; unresolved, excluded from usable transactions | 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; unresolved, excluded from usable transactions | Mar 13, 2023 | Sep 14, 2026 |
| TYG — Morgan Stanley 9219 ⇒ Tortoise Energy Infrastructure Corporation (TYG) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 13, 2023 | Sep 14, 2026 |
| ET — Morgan Stanley Acct3084 ⇒ Energy Transfer LP Common Units (ET) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 13, 2023 | Sep 14, 2026 |
| TYG — Morgan Stanley Acct3084 ⇒ Tortoise Energy Infrastructure Corporation (TYG) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 13, 2023 | Sep 14, 2026 |
| ET — Morgan Stanley IRA 4181 ⇒ Energy Transfer LP Common Units (ET) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 13, 2023 | Sep 14, 2026 |
| TYG — Morgan Stanley IRA 4181 ⇒ Tortoise Energy Infrastructure Corporation (TYG) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 13, 2023 | Sep 14, 2026 |
| CIVI — Neuberger ⇒ Civitas Resources, Inc. (CIVI) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | 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; unresolved, excluded from usable transactions | 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; unresolved, excluded from usable transactionsSource 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 |
39 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.