Republican · House VA05
Wikipedia biography ↗Years Elected: About 1.8Rank: #31
Federal elected service; earlier service not yet verified.
18.96%
Cumulative estimated return
SPY: 13.01%
Outperformance: 5.95 percentage points
2025-10-24 – 2026-10-26
71.39%
Cumulative estimated return
SPY: 70.20%
Outperformance: 1.19 percentage points
2023-11-15 – 2026-10-26
71.39%
Cumulative estimated return
SPY: 70.20%
Outperformance: 1.19 percentage points
2023-11-15 – 2026-10-26
As of Oct 26, 2026. 22 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 |
|---|---|---|---|---|---|---|
| WELL | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $234.60Oct 30, 2026 | Unavailable |
| WDC | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $366.11Oct 30, 2026 | Unavailable |
| ZTS | Spouse | None | Unavailable | Unavailable | $79.72Oct 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 |
|---|---|---|---|
| Apple Inc. - Common Stock (AAPL) [ST] | spouse | 63.08045829696245039202678882 | 21694.00 |
| Merrill Lynch SEP IRA ⇒ AbbVie Inc. Common Stock (ABBV) [ST] | spouse | 35.01466147314980961967700993 | 10040.10 |
| Applied Materials, Inc. - Common Stock (AMAT) [ST] | spouse | 13.80753499128453825311081580 | 5351.66 |
| Merrill Lynch SEP IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | spouse | 34.66120786760246079195910233 | 8633.76 |
| Merrill Lynch SEP IRA ⇒ Amphenol Corporation Common Stock (APH) [ST] | spouse | 118.4031374870504661832174042 | 8912.20 |
| Merrill Lynch SEP IRA ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | spouse | 23.11615140132909563709910431 | 7609.14 |
| Merrill Lynch SEP IRA ⇒ The Bank of New York Mellon Corporation Common Stock (BK) [ST] | spouse | 68.91635799810491859763976225 | 10143.11 |
| Merrill Lynch SEP IRA ⇒ Boston Scientific Corporation Common Stock (BSX) [ST] | spouse | 83.90665967488201363398007341 | 3824.47 |
| Merrill Lynch SEP IRA ⇒ ConocoPhillips Common Stock (COP) [ST] | spouse | 85.46629633586155325285760068 | 12937.03 |
| Merrill Lynch SEP IRA ⇒ Cencora, Inc. Common Stock (COR) [ST] | spouse | 23.68763878608438193930421910 | 7816.92 |
| Merrill Lynch SEP IRA ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | spouse | 9.277663102720504673330704826 | 9325.54 |
| Dell Technologies Inc. Class C Common Stock (DELL) [ST] | spouse | 44.60027700451444741000609589 | 20832.34 |
| Merrill Lynch SEP IRA ⇒ Dick's Sporting Goods Inc Common Stock (DKS) [ST] | spouse | 40.41268879123099459514067788 | 5838.83 |
| Merrill Lynch SEP IRA ⇒ Entergy Corporation Common Stock (ETR) [ST] | spouse | 86.55739478524288650870929352 | 9304.92 |
| Merrill Lynch SEP IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | spouse | 25.56070287539936102236421725 | 8097.63 |
| Merrill Lynch SEP IRA ⇒ Goldman Sachs Group, Inc. (GS) [ST] | spouse | 9.101820250284414106939704209 | 8130.47 |
| Merrill Lynch SEP IRA ⇒ Hilton Worldwide Holdings Inc. Common Stock (HLT) [ST] | spouse | 27.85204525674499564838990426 | 9800.86 |
| Merrill Lynch SEP IRA ⇒ Howmet Aerospace Inc. Common Stock (HWM) [ST] | spouse | 39.02302214418105550677982636 | 7584.51 |
| Merrill Lynch SEP IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | spouse | 24.82930916764943206504872447 | 8293.98 |
| Merrill Lynch SEP IRA ⇒ Eli Lilly and Company Common Stock (LLY) [ST] | spouse | 7.444541630997134030595153906 | 9522.61 |
| Merrill Lynch SEP IRA ⇒ Live Nation Entertainment, Inc. Common Stock (LYV) [ST] | spouse | 56.14385964912280701754385965 | 9689.31 |
| Meta Platforms, Inc. - Class A Common Stock (META) [ST] | spouse | 36.98901251988106322970467638 | 23323.79 |
| Merrill Lynch SEP IRA ⇒ Martin Marietta Materials, Inc. Common Stock (MLM) [ST] | spouse | 12.84890630520669386181864902 | 6474.82 |
| Microsoft Corporation - Common Stock (MSFT) [ST] | spouse | 35.41987627723891532903032474 | 18864.63 |
| Merrill Lynch SEP IRA ⇒ Netflix, Inc. - Common Stock (NFLX) [ST] | spouse | 85.32956484641638225255972696 | 5452.56 |
| NVIDIA Corporation - Common Stock (NVDA) [ST] | spouse | 161.3958036948811978023144484 | 34861.49 |
| Palo Alto Networks, Inc. (PANW) [ST] | spouse | 19.32353047423030964110679883 | 7545.07 |
| Merrill Lynch SEP IRA ⇒ Progressive Corporation (PGR) [ST] | spouse | 35.13305814157737572457403829 | 8054.25 |
| Merrill Lynch SEP IRA ⇒ Parker-Hannifin Corporation Common Stock (PH) [ST] | spouse | 9.102234458905979794302357331 | 8232.33 |
| Merrill Lynch SEP IRA ⇒ Ferrari N.V. Common Shares (RACE) [ST] | spouse | 21.64871739365732222101959086 | 8506.65 |
| Merrill Lynch SEP IRA ⇒ Ross Stores, Inc. - Common Stock (ROST) [ST] | spouse | 44.41267902742311535472410348 | 10397.45 |
| Space Exploration Technologies Corp. - Class A Common Stock (SPCX) [ST] | spouse | 41.56103896103896103896103896 | 6105.32 |
| Merrill Lynch SEP IRA ⇒ S&P Global Inc. Common Stock (SPGI) [ST] | spouse | 16.18566107464744374664177285 | 7294.07 |
| Merrill Lynch SEP IRA ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | spouse | 13.80705841746483734575890931 | 9456.32 |
| Merrill Lynch SEP IRA ⇒ Tesla, Inc. - Common Stock (TSLA) [ST] | spouse | 17.78995819621097571822467313 | 6966.90 |
| UnitedHealth Group Incorporated Common Stock (UNH) [ST] | spouse | 13.45979138627187079407806191 | 5527.94 |
| Merrill Lynch SEP IRA ⇒ Union Pacific Corporation Common Stock (UNP) [ST] | spouse | 34.58628739408611447345668338 | 10271.09 |
| Merrill Lynch SEP IRA ⇒ Visa Inc. (V) [ST] | spouse | 22.81229505859542071797211371 | 9219.82 |
| Merrill Lynch SEP IRA ⇒ Verizon Communications Inc. Common Stock (VZ) [ST] | spouse | 196.4276945740240608887797692 | 8466.03 |
| Merrill Lynch SEP IRA ⇒ Western Digital Corporation - Common Stock (WDC) [ST] | spouse | 46.44163232135601091310152667 | 16539.26 |
| Merrill Lynch SEP IRA ⇒ Welltower Inc. Common Stock (WELL) [ST] | spouse | 43.10381983729324928613760034 | 10371.21 |
| Walmart Inc. - Common Stock (WMT) [ST] | spouse | 4.41599436409160193045831807 | 531.20 |
| Merrill Lynch SEP IRA ⇒ Exxon Mobil Corporation Common Stock (XOM) [ST] | spouse | 66.48246634535482798736912082 | 12268.67 |
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 |
|---|---|---|---|---|---|---|
| AAPL | Spouse | Apr 15, 2026 | $266.43 | Aug 18, 2026 | $310.03 | 16.36% |
| MSFT | Spouse | Jan 21, 2026 | $444.11 | Jan 30, 2026 | $430.29 | -3.11% |
| NOW | Spouse | May 16, 2025 | $208.04 | Jun 27, 2025 | $204.48 | -1.71% |
27 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.
14 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.