1 year
11.67%
Cumulative estimated return
SPY: 14.60%
Outperformance: -2.93 percentage points
2025-09-15 – 2026-09-15
Missing information
- 23 rows without a saved price.
- 28 sales exceeding observed holdings (unmatched amount omitted).
Republican · House FL18
Wikipedia biography ↗Years Elected: About 5.7Rank: #75
Federal elected service; earlier service not yet verified.
11.67%
Cumulative estimated return
SPY: 14.60%
Outperformance: -2.93 percentage points
2025-09-15 – 2026-09-15
30.78%
Cumulative estimated return
SPY: 70.83%
Outperformance: -40.05 percentage points
2023-09-15 – 2026-09-15
23.54%
Cumulative estimated return
SPY: 59.46%
Outperformance: -35.92 percentage points
2021-12-31 – 2026-09-15
As of Sep 15, 2026. 148 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 |
|---|---|---|---|---|---|---|
| V | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $375.62Sep 15, 2026 | Unavailable |
| WMT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $108.09Sep 15, 2026 | Unavailable |
| WMT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $108.09Sep 15, 2026 | Unavailable |
| ACN | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $193.40Sep 15, 2026 | Unavailable |
| APD | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $290.56Sep 15, 2026 | Unavailable |
| GOOG | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $341.43Sep 15, 2026 | Unavailable |
| AMZN | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $248.42Sep 15, 2026 | Unavailable |
| AMGN | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $375.65Sep 15, 2026 | Unavailable |
| AAPL | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $331.34Sep 15, 2026 | Unavailable |
| ADP | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $276.53Sep 15, 2026 | Unavailable |
| BRK.B | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $516.76Sep 15, 2026 | Unavailable |
| CB | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| GD | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $358.60Sep 15, 2026 | Unavailable |
| HD | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ITW | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $268.60Sep 15, 2026 | Unavailable |
| JNJ | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| JPM | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $352.49Sep 15, 2026 | Unavailable |
| LMT | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $533.46Sep 15, 2026 | Unavailable |
| MCD | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $252.78Sep 15, 2026 | Unavailable |
| MRK | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $143.79Sep 15, 2026 | Unavailable |
| MSFT | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| NVO | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PEP | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $135.50Sep 15, 2026 | Unavailable |
| PG | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HSY | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $170.42Sep 15, 2026 | Unavailable |
| UNP | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $283.99Sep 15, 2026 | Unavailable |
| UNH | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $375.93Sep 15, 2026 | Unavailable |
| V | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $375.62Sep 15, 2026 | Unavailable |
| WMT | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $108.09Sep 15, 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 |
|---|---|---|---|
| Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | joint | 5.40428250308954370445810826 | 2792.72 |
| Fidelity Joint TBE ⇒ The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) [ST] | joint | 31211.00707449022055763628797 | 1014045.62 |
| Comcast Corporation - Class A (CMCSA) [ST] | joint | 258.434483904662911744420845 | 6310.97 |
| McDonald's Corporation Common Stock (MCD) [ST] | joint | 2.4216969127824639977418210 | 612.16 |
| Fidelity Traditional IRA ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | not_reported | 309.3589265747297800969064480 | 59830.02 |
| Fidelity Traditional IRA ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | not_reported | 364.0724161941708942604197752 | 188138.06 |
| Comcast Corporation - Class A Common Stock (CMCSA) [ST] | not_reported | 1032.952756941914919261784322 | 25224.71 |
| Costco Wholesale Corporation - Common Stock (COST) [ST] | not_reported | 4.00642093897825060006743901 | 3611.19 |
| Fidelity Traditional IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | not_reported | 661.2523900573613766730401529 | 225771.40 |
| The Hershey Company Common Stock (HSY) [ST] | not_reported | 93.6497897220818449745665223 | 15959.80 |
| Fidelity Traditional IRA ⇒ McDonald's Corporation Common Stock (MCD) [ST] | not_reported | 271.5734711906553676013480352 | 68648.34 |
| Fidelity Traditional IRA ⇒ Novo Nordisk A/S Common Stock (NVO) [ST] | not_reported | 1631.308962264150943396226415 | 69379.57 |
| Fidelity Roth IRA ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | spouse | 29.81923220275810659709280656 | 5767.04 |
| Fidelity Roth IRA ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | spouse | 15.91664179846811896946185218 | 8225.08 |
| Costco Wholesale Corporation - Common Stock (COST) [ST] | spouse | 0.386180536647696942516831673 | 348.08 |
| Fidelity Roth IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | spouse | 25.49553855959209687699171447 | 8704.94 |
| The Hershey Company Common Stock (HSY) [ST] | spouse | 9.02694115337786051636750716 | 1538.37 |
| Fidelity Roth IRA ⇒ McDonald's Corporation Common Stock (MCD) [ST] | spouse | 26.17707685763832084546674083 | 6617.04 |
| Fidelity Roth IRA ⇒ Novo Nordisk A/S Common Stock (NVO) [ST] | spouse | 157.2425314465408805031446541 | 6687.52 |
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. | ||||||
317 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 |
|---|---|---|---|---|
| MCD — McDonald's Corporation Common Stock (MCD) [ST] | Not reported | Purchase | Aug 2, 2024 | Sep 12, 2026 |
| MRK — Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | Purchase | Aug 2, 2024 | Sep 12, 2026 |
| PEP — Pepsico, Inc. (PEP) [ST] | Not reported | Purchase | Aug 2, 2024 | Sep 12, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Not reported | Purchase | Aug 2, 2024 | Sep 12, 2026 |
| SBUX — Starbucks Corporation - Common Stock (SBUX) [ST] | Not reported | Purchase | Aug 2, 2024 | Sep 12, 2026 |
| HSY — The Hershey Company Common Stock (HSY) [ST] | Not reported | Purchase | Aug 2, 2024 | Sep 12, 2026 |
| UPS — United Parcel Service, Inc. Common Stock (UPS) [ST] | Not reported | Purchase | Aug 2, 2024 | Sep 12, 2026 |
| WMT — Fidelity Roth IRA ⇒ Walmart Inc. Common Stock (WMT) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Annual | Aug 1, 2024 | Sep 14, 2026 |
| PFE — Fidelity Roth IRA ⇒ Pfizer, Inc. Common Stock (PFE) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Aug 1, 2024 | Sep 14, 2026 |
| NEE — Fidelity Roth IRA ⇒ NextEra Energy, Inc. Common Stock (NEE) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Aug 1, 2024 | Sep 14, 2026 |
| LMT — Fidelity Roth IRA ⇒ Lockheed Martin Corporation Common Stock (LMT) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Annual | Aug 1, 2024 | Sep 14, 2026 |
| KVUE — Fidelity Roth IRA ⇒ Kenvue Inc. Common Stock (KVUE) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Aug 1, 2024 | Sep 14, 2026 |
| JPM — Fidelity Roth IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Annual | Aug 1, 2024 | Sep 14, 2026 |
| DFS — Fidelity Roth IRA ⇒ Discover Financial Services Common Stock (DFS) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Aug 1, 2024 | Sep 14, 2026 |
| COST — Fidelity Roth IRA ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Annual | Aug 1, 2024 | Sep 14, 2026 |
| CSCO — Fidelity Roth IRA ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Aug 1, 2024 | Sep 14, 2026 |
| AAPL — Fidelity Roth IRA ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 19 · Annual | Aug 1, 2024 | Sep 14, 2026 |
| GOOG — Fidelity Roth IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 20 · Annual | Aug 1, 2024 | Sep 14, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr | Aug 1, 2024 | Sep 12, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Ptr | Aug 1, 2024 | Sep 12, 2026 |
| CSCO — Cisco Systems, Inc. - Common Stock (CSCO) [ST] | Not reported | Sale | Aug 1, 2024 | Sep 12, 2026 |
| COST — Costco Wholesale Corporation - Common Stock (COST) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 17 · Ptr | Aug 1, 2024 | Sep 12, 2026 |
| DFS — Discover Financial Services Common Stock (DFS) [ST] | Not reported | Sale | Aug 1, 2024 | Sep 12, 2026 |
| JPM — JP Morgan Chase & Co. Common Stock (JPM) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 42 · Ptr | Aug 1, 2024 | Sep 12, 2026 |
| KVUE — Kenvue Inc. Common Stock (KVUE) [ST] | Not reported | Sale | Aug 1, 2024 | Sep 12, 2026 |
| LMT — Lockheed Martin Corporation Common Stock (LMT) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 46 · Ptr | Aug 1, 2024 | Sep 12, 2026 |
| NEE — NextEra Energy, Inc. Common Stock (NEE) [ST] | Not reported | Sale | Aug 1, 2024 | Sep 12, 2026 |
| PFE — Pfizer, Inc. Common Stock (PFE) [ST] | Not reported | Sale | Aug 1, 2024 | Sep 12, 2026 |
| WMT — Walmart Inc. Common Stock (WMT) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 73 · Ptr | Aug 1, 2024 | Sep 12, 2026 |
| BRP — Fidelity Joint TBE ⇒ The Baldwin Insurance Group, Inc. - Class A Common Stock (BRP) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$500,001 - $1,000,000 Original ↗ · Row 3 · Annual | May 8, 2024 | Sep 14, 2026 |
| BRP — The Baldwin Insurance Group, Inc. - Class A Common Stock (BRP) [ST] | Joint | Sale (partial)Source rows (1)$500,001 - $1,000,000 Original ↗ · Row 1 · Ptr | May 8, 2024 | Sep 12, 2026 |
| BRP — Fidelity Joint TBE ⇒ BRP Group, Inc. - Class A Common Stock (BRP) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTR | Apr 9, 2024 | Sep 14, 2026 |
| BRP — BRP Group, Inc. - Class A Common Stock (BRP) [ST] | Joint | Sale (partial) | Apr 9, 2024 | Sep 12, 2026 |
| BRP — Fidelity Joint TBE ⇒ BRP Group, Inc. - Class A Common Stock (BRP) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,000,001 - $5,000,000 Original ↗ · Row 1 · Annual | Mar 21, 2024 | Sep 14, 2026 |
| BRP — BRP Group, Inc. - Class A Common Stock (BRP) [ST] | Joint | Sale (partial)Source rows (1)$1,000,001 - $5,000,000 Original ↗ · Row 1 · Ptr | Mar 21, 2024 | Sep 12, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Joint | Sale (partial) | Jan 30, 2024 | Sep 11, 2026 |
| BRK.B — Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Joint | Sale (partial) | Jan 30, 2024 | Sep 11, 2026 |
| SBUX — Starbucks Corporation - Common Stock (SBUX) [ST] | Joint | Sale (partial) | Jan 30, 2024 | Sep 11, 2026 |
| WMT — Walmart Inc. Common Stock (WMT) [ST] | Joint | Sale (partial) | Jan 30, 2024 | Sep 11, 2026 |
| GOOG — Fidelity Joint TBE ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 1 · Annual | Sep 11, 2023 | Sep 14, 2026 |
| AAPL — Fidelity Joint TBE ⇒ Apple Inc. (AAPL) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTR | Sep 11, 2023 | Sep 14, 2026 |
| BRK.B — Fidelity Joint TBE ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTR | Sep 11, 2023 | Sep 14, 2026 |
| CSCO — Fidelity Joint TBE ⇒ Cisco Systems, Inc. (CSCO) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 9 · Annual | Sep 11, 2023 | Sep 14, 2026 |
| DFS — Fidelity Joint TBE ⇒ Discover Financial Services (DFS) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Sep 11, 2023 | Sep 14, 2026 |
| HD — Fidelity Joint TBE ⇒ Home Depot, Inc. (HD) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTR | Sep 11, 2023 | Sep 14, 2026 |
| JNJ — Fidelity Joint TBE ⇒ Johnson & Johnson (JNJ) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTR | Sep 11, 2023 | Sep 14, 2026 |
| JPM — Fidelity Joint TBE ⇒ JP Morgan Chase & Co. (JPM) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTR | Sep 11, 2023 | Sep 14, 2026 |
| MCD — Fidelity Joint TBE ⇒ McDonald's Corporation (MCD) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTR | Sep 11, 2023 | Sep 14, 2026 |
| MRK — Fidelity Joint TBE ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTR | Sep 11, 2023 | Sep 14, 2026 |
| MSFT — Fidelity Joint TBE ⇒ Microsoft Corporation (MSFT) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTR | Sep 11, 2023 | Sep 14, 2026 |
42 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.