Morgan McGarvey (D-KY-3), a current Democratic member of the House, has disclosed 26 trades since 2023: 9 purchases worth about $72.00K and 17 sales worth about $160.51K, in 11 stocks. Most traded: NVDA, AAPL, AMZN. As a portfolio, their stock holdings and trades returned +287.6% from Mar 2023, against +88.5% for the S&P 500. Trades took a median 27 days to be disclosed; 0 came late.
Morgan McGarvey’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since March 2023: +287.6%, against +88.5% for SPY; the largest fall on the way was -34.9%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Morgan McGarvey | Nov 2025 | -1.9% | +10.1% | -12.0% | – | -31.8% | 0.10 | 1.01 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Morgan McGarvey | Nov 2023 | +126.1% | +72.6% | +53.4% | +31.4% | -34.9% | 1.17 | 0.99 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Morgan McGarvey | Mar 2023 | +287.6% | +88.5% | +199.1% | +44.9% | -34.9% | 1.47 | 1.09 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Morgan McGarvey | Jan 2026 | +7.2% | +10.1% | -2.9% | – | -27.0% | 0.41 | 1.06 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Morgan McGarvey | Mar 2023 | +287.6% | +88.5% | +199.1% | +44.9% | -34.9% | 1.47 | 1.09 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Technology | $120.77K | 100.0% | +23.9% | 1 | 0 | 1 | $0.00 | $8.00K | – | Nov 13, 2024 |
| NVDANvidia Corp | Technology | Closed | – | – | 9 | 2 | 7 | $16.00K | $80.50K | +360.2% | Nov 13, 2024 |
| AAPLApple Inc. | Technology | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | +14.1% | Aug 19, 2024 |
| AMZNAmazon Com Inc | Consumer Discretionary | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | +59.4% | Nov 13, 2024 |
| DALDelta Air Lines, Inc. | Industrials | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | +37.6% | Jul 23, 2024 |
| DJTTrump Media & Technology Group Corp. | Technology | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | -111.5% | Nov 8, 2024 |
| IBKRInteractive Brokers Group, Inc. | Financial Services | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | +103.5% | Nov 13, 2024 |
| SCHWSchwab Charles Corp | Financial Services | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | -3.4% | Nov 13, 2024 |
| TSLATesla, Inc. | Consumer Discretionary | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | +20.1% | Nov 13, 2024 |
| SHELShell plc | Energy | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Nov 13, 2024 |
| TWLOTwilio Inc | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Aug 25, 2023 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| AMZNAmazon.com, Inc. - Common Stock | Spouse | Sell | $1K–$15K | Nov 13, 2024 | Dec 10, 2024 | 27d | +14.7% | -11.2% | |
| SHELShell PLC American Depositary Shares | Spouse | Sell | $1K–$15K | Nov 13, 2024 | Dec 10, 2024 | 27d | +60.3% | +34.4% | |
| TSLATesla, Inc. - Common Stock | Spouse | Sell | $1K–$15K | Nov 13, 2024 | Dec 10, 2024 | 27d | +22.3% | -3.7% | |
| DJTTrump Media & Technology Group Corp. - Common Stock | Spouse | Buy | $1K–$15K | Nov 6, 2024 | Dec 10, 2024 | 34d | -84.3% | -111.5% | |
| DJTTrump Media & Technology Group Corp. - Common Stock | Spouse | Sell | $1K–$15K | Nov 8, 2024 | Dec 10, 2024 | 32d | -82.3% | -108.0% | |
| SCHWCharles Schwab Corporation | Spouse | Sell | $1K–$15K | Nov 13, 2024 | Dec 10, 2024 | 27d | +13.4% | -12.6% | |
| IBKRInteractive Brokers Group, Inc. - Class A Common Stock | Spouse | Sell | $1K–$15K | Nov 13, 2024 | Dec 10, 2024 | 27d | +67.6% | +41.6% | |
| MSFTMicrosoft Corporation - Common Stock | Spouse | Sell | $1K–$15K | Nov 13, 2024 | Dec 10, 2024 | 27d | +19.3% | -6.7% | |
| NVDANVIDIA Corporation - Common Stock | Joint | Sell | $1K–$15K | Nov 13, 2024 | Dec 10, 2024 | 27d | +38.1% | +12.2% | |
| NVDANVIDIA Corporation - Common Stock | Spouse | Sell | $1K–$15K | Nov 13, 2024 | Dec 10, 2024 | 27d | +38.1% | +12.2% | |
| NVDANVIDIA Corporation - Common Stock | Spouse | Sell | $15K–$50K | Nov 13, 2024 | Dec 10, 2024 | 27d | +38.1% | +12.2% | |
| NVDANVIDIA Corporation - Common Stock | Self | Sell | $1K–$15K | Nov 13, 2024 | Dec 10, 2024 | 27d | +38.1% | +12.2% | |
| NVDANVIDIA Corporation - Common Stock | Spouse | Sell | $1K–$15K | Nov 13, 2024 | Dec 10, 2024 | 27d | +38.1% | +12.2% | |
| TSLATesla, Inc. - Common Stock | Spouse | Buy | $1K–$15K | Oct 25, 2024 | Nov 13, 2024 | 19d | +50.0% | +20.1% | |
| AAPLApple Inc. - Common Stock | Spouse | Buy | $1K–$15K | Aug 13, 2024 | Sep 25, 2024 | 43d | +52.9% | +14.1% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Morgan McGarvey (D-KY-3), a current Democratic member of the House, has disclosed 26 trades since 2023: 9 purchases worth about $72.00K and 17 sales worth about $160.51K, in 11 stocks. Most traded: NVDA, AAPL, AMZN. As a portfolio, their stock holdings and trades returned +287.6% from Mar 2023, against +88.5% for the S&P 500. Trades took a median 27 days to be disclosed; 0 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Morgan McGarvey still holds 1 stock; the largest are MSFT (about $120.77K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +287.6% from March 2023 to November 2026, against +88.5% for the S&P 500, with a largest fall of -34.9%. 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 27 days to be disclosed. 0 of 26 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.