Jared Moskowitz (D-FL-23), a current Democratic member of the House, has disclosed 466 trades since 2023: 300 purchases worth about $2.57M and 166 sales worth about $1.97M, in 110 stocks. Most traded: SHW, AVGO, GS. As a portfolio, their stock holdings and trades returned +55.8% from Feb 2023, against +88.7% for the S&P 500. Trades took a median 36 days to be disclosed; 93 came late.
Jared Moskowitz’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since February 2023: +55.8%, against +88.7% for SPY; the largest fall on the way was -17.5%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jared Moskowitz | Nov 2025 | +13.1% | +10.1% | +3.0% | – | -9.5% | 1.06 | 0.87 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jared Moskowitz | Nov 2023 | +63.4% | +72.6% | -9.3% | +17.8% | -17.5% | 1.26 | 0.84 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jared Moskowitz | Feb 2023 | +55.8% | +88.7% | -32.9% | +12.8% | -17.5% | 0.96 | 0.84 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jared Moskowitz | Jan 2026 | +13.9% | +10.1% | +3.8% | – | -9.5% | 1.30 | 0.86 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jared Moskowitz | Feb 2023 | +55.8% | +88.7% | -32.9% | +12.8% | -17.5% | 0.96 | 0.84 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Consumer Discretionary | $437.29K | 12.8% | -7.4% | 8 | 8 | 0 | $64.00K | $0.00 | -10.4% | Apr 7, 2025 |
| AAPLApple Inc. | Technology | $272.09K | 8.0% | +10.8% | 2 | 2 | 0 | $16.00K | $0.00 | +21.2% | Feb 13, 2024 |
| MSFTMicrosoft Corp | Technology | $151.05K | 4.4% | +2.1% | 4 | 4 | 0 | $32.00K | $0.00 | +7.9% | Jun 17, 2026 |
| GSGoldman Sachs Group Inc | Financial Services | $106.45K | 3.1% | -13.8% | 10 | 7 | 3 | $80.50K | $48.50K | +16.5% | Oct 10, 2025 |
| AMGNAmgen Inc | Healthcare | $90.23K | 2.6% | +11.4% | 3 | 3 | 0 | $24.00K | $0.00 | +26.8% | Apr 16, 2025 |
| BRK-BBerkshire Hathaway Inc | Financial Services | $88.49K | 2.6% | +9.9% | 4 | 4 | 0 | $32.00K | $0.00 | -2.4% | Nov 8, 2024 |
| JNJJohnson & Johnson | Healthcare | $83.64K | 2.4% | +3.3% | 5 | 3 | 2 | $24.00K | $16.00K | +32.4% | Oct 10, 2025 |
| ACNAccenture plc | Industrials | $70.94K | 2.1% | +46.3% | 6 | 3 | 3 | $24.00K | $24.00K | -64.8% | Mar 23, 2026 |
| LLYELI LILLY & Co | Healthcare | $56.65K | 1.7% | +16.8% | 4 | 4 | 0 | $32.00K | $0.00 | +85.7% | Dec 28, 2023 |
| MCKMckesson Corp | Healthcare | $56.55K | 1.7% | +16.6% | 5 | 5 | 0 | $40.00K | $0.00 | +24.9% | Dec 2, 2025 |
| VVisa Inc. | Financial Services | $56.47K | 1.7% | +16.4% | 2 | 2 | 0 | $16.00K | $0.00 | -2.7% | Apr 7, 2025 |
| HDHome Depot, Inc. | Consumer Discretionary | $56.41K | 1.6% | -0.2% | 4 | 4 | 0 | $32.00K | $0.00 | -27.7% | Jun 17, 2026 |
| ABBVAbbVie Inc. | Healthcare | $55.87K | 1.6% | +15.2% | 3 | 3 | 0 | $24.00K | $0.00 | +29.7% | Apr 7, 2025 |
| SPGIS&P Global Inc. | Financial Services | $54.50K | 1.6% | +12.4% | 7 | 4 | 3 | $32.00K | $24.00K | -42.3% | Jun 17, 2026 |
| LINLinde Plc | Basic Materials | $52.71K | 1.5% | +8.7% | 6 | 6 | 0 | $48.00K | $0.00 | -19.7% | Apr 7, 2025 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| AMATApplied Materials, Inc. - Common Stock | Self | Buy | $1K–$15K | Jul 13, 2026 | Aug 27, 2026 | 45d | -34.9% | -35.3% | |
| STESTERIS plc | Self | Sell | $1K–$15K | Jul 13, 2026 | Aug 27, 2026 | 45d | +7.5% | +7.1% | |
| GWWW.W. Grainger, Inc. Common Stock | Self | Sell (Partial) | $1K–$15K | Jul 13, 2026 | Aug 27, 2026 | 45d | -1.0% | -1.4% | |
| AMATApplied Materials, Inc. - Common Stock | Dependent Child | Buy | $1K–$15K | Jun 18, 2026 | Jul 26, 2026 | 38d | -39.3% | -40.0% | |
| MSFTMicrosoft Corporation - Common Stock | Self | Buy | $1K–$15K | Jun 17, 2026 | Jul 26, 2026 | 39d | +33.8% | +32.3% | |
| MNSTMonster Beverage Corporation - Common Stock | Dependent Child | Buy | $1K–$15K | Jun 17, 2026 | Jul 26, 2026 | 39d | +4.8% | +3.3% | |
| MNSTMonster Beverage Corporation - Common Stock | Self | Buy | $1K–$15K | Jun 17, 2026 | Jul 26, 2026 | 39d | +4.8% | +3.3% | |
| SPGIS&P Global Inc. Common Stock | Dependent Child | Sell | $1K–$15K | Jun 17, 2026 | Jul 26, 2026 | 39d | +20.1% | +18.6% | |
| SPGIS&P Global Inc. Common Stock | Dependent Child | Sell | $1K–$15K | Jun 17, 2026 | Jul 26, 2026 | 39d | +20.1% | +18.6% | |
| SPGIS&P Global Inc. Common Stock | Self | Sell | $1K–$15K | Jun 17, 2026 | Jul 26, 2026 | 39d | +20.1% | +18.6% | |
| SPCXSpace Exploration Technologies Corp. - Class A Common Stock | Self | Buy | $1K–$15K | Jun 12, 2026 | Jul 26, 2026 | 44d | -15.3% | -16.7% | |
| AMATApplied Materials, Inc. - Common Stock | Dependent Child | Buy | $1K–$15K | Jun 18, 2026 | Jul 26, 2026 | 38d | -39.3% | -40.0% | |
| AMATApplied Materials, Inc. - Common Stock | Self | Buy | $1K–$15K | Jun 18, 2026 | Jul 26, 2026 | 38d | -39.3% | -40.0% | |
| HCAHCA Healthcare, Inc. Common Stock | Dependent Child | Buy | $1K–$15K | Jun 17, 2026 | Jul 26, 2026 | 39d | +20.5% | +19.0% | |
| HCAHCA Healthcare, Inc. Common Stock | Self | Buy | $1K–$15K | Jun 17, 2026 | Jul 26, 2026 | 39d | +20.5% | +19.0% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Jared Moskowitz (D-FL-23), a current Democratic member of the House, has disclosed 466 trades since 2023: 300 purchases worth about $2.57M and 166 sales worth about $1.97M, in 110 stocks. Most traded: SHW, AVGO, GS. As a portfolio, their stock holdings and trades returned +55.8% from Feb 2023, against +88.7% for the S&P 500. Trades took a median 36 days to be disclosed; 93 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Jared Moskowitz still holds 58 stocks; the largest are AMZN (about $437.29K), AAPL (about $272.09K), MSFT (about $151.05K), GS (about $106.45K), AMGN (about $90.23K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +55.8% from February 2023 to November 2026, against +88.7% for the S&P 500, with a largest fall of -17.5%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 36 days to be disclosed. 93 of 466 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.