Sheldon Whitehouse
Senator
2025 disclosure
Sheldon Whitehouse disclosed a net worth range between $11.2M and $34M in their 2025 annual filing.
Compare this disclosure with the U.S. Senate net worth rankings .
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Latest net worth (band)
$11.2M – $34M
Rank by disclosed net worth
Reporting year
2025
Disclosed assets
256
Disclosed liabilities
4
Net worth band by reporting year
2019
2020
2021
2022
2023
2024
2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-08-10 | $11.2M – $34M |
| 2024 | 2025-08-12 | $10M – $31.7M |
| 2023 | 2024-08-13 | $7M – $21M |
| 2022 | 2023-09-27 | $5.8M – $21.2M |
| 2021 | 2022-08-11 | $8.3M – $25.5M |
| 2020 | 2021-08-10 | $6.3M – $21.3M |
| 2019 | 2021-03-01 | $4.9M – $18.3M |
Disclosed assets
The assets Sheldon Whitehouse itemised in their 2025 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
Disclosed lines
256
Total disclosed (band)
$12.1M – $34.4M
Showing the 100 largest of 256 disclosed lines.
| Description | Type | Income | Value |
|---|---|---|---|
| AAPL-Apple Inc. | Corporate Securities - Stock |
$2.5K - $5K
Dividends
|
$1M - $5M |
| NVDA-NVIDIA Corporation | Corporate Securities - Stock |
$15K - $50K
Dividends, Capital Gains
|
$1M - $5M |
| AMZN-Amazon.com Inc. (NASDAQ) | Corporate Securities - Stock | — | $500K - $1M |
| GOOGL - Alphabet Inc. | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$500K - $1M |
| MSFT-Microsoft Corporation (NASDAQ) | Corporate Securities - Stock |
$5K - $15K
Dividends
|
$500K - $1M |
| NVDA - NVIDIA Corporation - Common Stock | Corporate Securities - Stock | — | $500K - $1M |
| AAPL - Apple Inc. - Common Stock | Corporate Securities - Stock |
$50K - $100K
Dividends, Capital Gains
|
$250K - $500K |
| AAPL - Apple Inc. - Common Stock | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$250K - $500K |
| GS-The Goldman Sachs Group, Inc. | Corporate Securities - Stock |
$5K - $15K
Dividends
|
$250K - $500K |
| HD-The Home Depot, Inc. | Corporate Securities - Stock |
$5K - $15K
Dividends
|
$250K - $500K |
| LRCX-Lam Research Corporation | Corporate Securities - Stock |
$2.5K - $5K
Dividends
|
$250K - $500K |
| NFLX-Netflix, Inc. | Corporate Securities - Stock | — | $250K - $500K |
| NVDA - NVIDIA Corporation - Common Stock | Corporate Securities - Stock |
$50K - $100K
Dividends, Capital Gains
|
$250K - $500K |
| NVDA - NVIDIA Corporation - Common Stock | Corporate Securities - Stock |
$15K - $50K
Dividends, Capital Gains
|
$250K - $500K |
| UNH-UnitedHealth Group Incorporated (NYSE) | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$250K - $500K |
| V-Visa Inc. (NYSE) | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$250K - $500K |
| AMZN-Amazon.com, Inc. | Corporate Securities - Stock | — | $100K - $250K |
| AXP-American Express Company (NYSE) | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$100K - $250K |
| BAC-Bank of America Corporation | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$100K - $250K |
| DHR - Danaher Corp. (NYSE) | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$100K - $250K |
| GOOGL - Alphabet Inc. | Corporate Securities - Stock | — | $100K - $250K |
| IUGXX - Invesco Premier US Government Money Portfolio IN | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$100K - $250K |
| JCAPX - Janus Forty I (NASDAQ) | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$100K - $250K |
| JPM - JPMorgan Chase & Co. | Corporate Securities - Stock |
$2.5K - $5K
Dividends
|
$100K - $250K |
| LLY - Eli Lilly and Company | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$100K - $250K |
| LRCX - Lam Research Corporation | Corporate Securities - Stock | — | $100K - $250K |
| MSFT - Microsoft Corporation - Common Stock | Corporate Securities - Stock |
$5K - $15K
Dividends, Capital Gains
|
$100K - $250K |
| MSFT - Microsoft Corporation - Common Stock | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$100K - $250K |
| NFLX - Netflix, Inc. | Corporate Securities - Stock | — | $100K - $250K |
| ORCL-Oracle Corporation (NYSE) | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$100K - $250K |
| PANW-Palo Alto Networks, Inc. (NYSE) | Corporate Securities - Stock | — | $100K - $250K |
| TMO-Thermo Fisher Scientific, Inc. (NYSE) | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$100K - $250K |
| WMT-Wal-Mart Stores Inc. | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$100K - $250K |
| ADI - Analog Devices, Inc. | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$50K - $100K |
| ANWFX-American Funds New Perspective F2 | Mutual Funds - Mutual Fund |
$201 - $1K
Excepted Investment Fund
|
$50K - $100K |
| BRK-B - Berkshire Hathaway Inc. | Corporate Securities - Stock | — | $50K - $100K |
| Bank of America | Bank Deposit |
Interest
|
$50K - $100K |
| CSCO - Cisco Systems, Inc. | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$50K - $100K |
| CVS - CVS Caremark Corporation (NYSE) | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$50K - $100K |
| ELV - Elevance Health Inc | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$50K - $100K |
| GLD - SPDR Gold Shares | Mutual Funds - Exchange Traded Fund/Note | — | $50K - $100K |
| GOOGL - Alphabet Inc. - Class A Common Stock | Corporate Securities - Stock | — | $50K - $100K |
| GOOGL - Alphabet Inc. - Class A Common Stock | Corporate Securities - Stock | — | $50K - $100K |
| HON - Honeywell International Inc. (NYSE) | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$50K - $100K |
| ITOT - iShares Core S&P Total U.S. Stock Market ETF | Mutual Funds - Exchange Traded Fund/Note |
$201 - $1K
Excepted Investment Fund
|
$50K - $100K |
| IUGXX - Invesco Premier US Government Money Portfolio IN | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$50K - $100K |
| IUGXX - Invesco Premier US Government Money Portfolio IN | Mutual Funds - Mutual Fund |
$1K - $2.5K
Excepted Investment Fund
|
$50K - $100K |
| JPM - JP Morgan Chase & Co. Common Stock | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$50K - $100K |
| JPM - JP Morgan Chase & Co. Common Stock | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$50K - $100K |
| JPM-JPMorgan Chase & Co. | Corporate Securities - Stock | — | $50K - $100K |
| LOW - Lowe's Companies Inc. (NYSE) | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$50K - $100K |
| LRCX - Lam Research Corporation - Common Stock | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$50K - $100K |
| MCHP - Microchip Technology Inc. (NASDAQ) | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$50K - $100K |
| META - Meta Platforms Inc | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$50K - $100K |
| Morgan Stanley | Bank Deposit | — | $50K - $100K |
| NKE-Nike, Inc. (NYSE) | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$50K - $100K |
| PEP - Pepsico, Inc. (NYSE) | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$50K - $100K |
| PG - The Procter & Gamble Company (NYSE) | Corporate Securities - Stock |
$2.5K - $5K
Dividends
|
$50K - $100K |
| QQQ - Invesco QQQ Trust | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$50K - $100K |
| RTX - RTX Corporation Common Stock | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$50K - $100K |
| RTX - RTX Corporation Common Stock | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$50K - $100K |
| UNP-Union Pacific Corporation (NYSE) | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$50K - $100K |
| V - Visa Inc. | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$50K - $100K |
| V - Visa Inc. | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$50K - $100K |
| VBK - Vanguard Small-Cap Growth ETF | Mutual Funds - Exchange Traded Fund/Note |
$201 - $1K
Excepted Investment Fund
|
$50K - $100K |
| VGT - Vanguard Information Tech ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$50K - $100K |
| VOO - Vanguard S&P 500 ETF | Mutual Funds - Exchange Traded Fund/Note |
$201 - $1K
Excepted Investment Fund
|
$50K - $100K |
| XLI - SPDR Select Sector Fund - Industrial | Mutual Funds - Exchange Traded Fund/Note |
$201 - $1K
Excepted Investment Fund
|
$50K - $100K |
| ADI - Analog Devices, Inc. - Common Stock | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$15K - $50K |
| AMBFX-American Funds American Balanced F2 | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$15K - $50K |
| AMEFX - American Funds The Income Fund of America Class F- | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$15K - $50K |
| AMEFX - American Funds The Income Fund of America Class F- | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$15K - $50K |
| AMGN - Amgen Inc. | Corporate Securities - Stock | — | $15K - $50K |
| AMGN - Amgen Inc. - Common Stock | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$15K - $50K |
| AMGN-Amgen Inc. (NASDAQ) | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$15K - $50K |
| AMRFX - American Mutual Fund Class F-2 Shares | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$15K - $50K |
| AMZN - Amazon.com, Inc. - Common Stock | Corporate Securities - Stock | — | $15K - $50K |
| AMZN - Amazon.com, Inc. - Common Stock | Corporate Securities - Stock | — | $15K - $50K |
| BAC - Bank of America Corporation Common Stock | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$15K - $50K |
| BAC - Bank of America Corporation Common Stock | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$15K - $50K |
| BAGIX - Baird Aggregate Bond Fund - Institutional | Mutual Funds - Mutual Fund |
$1K - $2.5K
Excepted Investment Fund
|
$15K - $50K |
| BOND - PIMCO Active Bond Exchange-Traded Fund Exchange-Tr | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$15K - $50K |
| BRK-B - Berkshire Hathaway Inc. | Corporate Securities - Stock | — | $15K - $50K |
| BRK-B - Berkshire Hathaway Inc. | Corporate Securities - Stock | — | $15K - $50K |
| CAIFX - Capital Income Builder Cl F-2 Shs | Mutual Funds - Mutual Fund |
$201 - $1K
Excepted Investment Fund
|
$15K - $50K |
| CEYIX - Calvert Equity Fund Class I | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$15K - $50K |
| CGPAX - American Funds Growth Portfolio Class 529-A | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$15K - $50K |
| CGPAX - American Funds Growth Portfolio Class 529-A | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$15K - $50K |
| CIBR - First Trust NASDAQ Cybersecurity ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$15K - $50K |
| CIBR - First Trust Nasdaq Cybersecurity ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$15K - $50K |
| CIBR - First Trust Nasdaq Cybersecurity ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$15K - $50K |
| CIBR - Nasdaq Cybersecurity ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$15K - $50K |
| COWZ - Pacer US Cash Cows 100 ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$15K - $50K |
| DGRW - WisdomTree U.S. Quality Dividend Growth Fund | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$15K - $50K |
| DGRW - WisdomTree U.S. Quality Dividend Growth Fund | Mutual Funds - Exchange Traded Fund/Note |
$201 - $1K
Excepted Investment Fund
|
$15K - $50K |
| DGRW - WisdomTree U.S. Quality Dividend Growth Fund | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$15K - $50K |
| DLR - Digital Realty Trust, Inc. Common Stock | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$15K - $50K |
| FEZ - SPDR(R) EURO STOXX 50(R) ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$15K - $50K |
| FTHSX - Fullerthaler Behavioral Small-Cap Equity Fund In | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$15K - $50K |
| FTHSX - Fullerthaler Behavioral Small-Cap Equity Fund In | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$15K - $50K |
Disclosed liabilities
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
Disclosed lines
4
Total disclosed (band)
$350K – $850K
| Description | Amount owed |
|---|---|
| Mortgage (Morgan Stanley Private Bank) | $100K - $250K |
| Mortgage (Shellpoint Mtg division of Newrez LLC) | $100K - $250K |
| Other (Liquidity Access Line) (Morgan Stanley) | $100K - $250K |
| Other (Liquidity Access Line) (Morgan Stanley) | $50K - $100K |
Recent stock trades
Disclosed trades
193
Avg. disclosure lag
29.3 days
Filed past 45-day deadline
7.3%
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-08-13 | LRCX Stock · Lam Research Corporation - Common Stock | Sell | Spouse | $1K - $15K | 2026-09-02 | 20d |
| 2026-08-13 | NVDA Stock · NVIDIA Corporation - Common Stock | Sell | Spouse | $1K - $15K | 2026-09-02 | 20d |
| 2026-08-13 | NVDA Stock · NVIDIA Corporation - Common Stock | Sell | Self | $15K - $50K | 2026-09-02 | 20d |
| 2026-08-12 | AMGN Stock · Amgen Inc. - Common Stock | Sell | Spouse | $1K - $15K | 2026-09-02 | 21d |
| 2026-07-20 | LOW Stock · Lowe's Companies, Inc. Common Stock | Sell | Self | $1K - $15K | 2026-08-03 | 14d |
| 2026-06-30 | NVDA Stock · NVIDIA Corporation - Common Stock | Sell | Self | $15K - $50K | 2026-07-08 | 8d |
| 2026-06-25 | CCI Stock · Crown Castle Inc. Common Stock | Sell | Self | $1K - $15K | 2026-07-08 | 13d |
| 2026-06-25 | COHR Stock · Coherent Corp. Common Stock | Buy | Self | $15K - $50K | 2026-07-08 | 13d |
| 2026-06-25 | MU Stock · Micron Technology, Inc. - Common Stock | Buy | Self | $1K - $15K | 2026-07-08 | 13d |
| 2026-06-24 | AAPL Stock · Apple Inc. - Common Stock | Sell | Spouse | $15K - $50K | 2026-07-08 | 14d |
| 2026-06-24 | AAPL Stock · Apple Inc. - Common Stock | Sell | Self | $15K - $50K | 2026-07-08 | 14d |
| 2026-05-08 | NVDA Stock · NVIDIA Corporation - Common Stock | Sell | Self | $100K - $250K | 2026-06-02 | 25d |
| 2026-05-08 | NVDA Stock · NVIDIA Corporation - Common Stock | Sell | Spouse | $100K - $250K | 2026-06-02 | 25d |
| 2026-05-07 | ORCL Stock · Oracle Corporation Common Stock | Sell | Self | $15K - $50K | 2026-06-02 | 26d |
| 2026-04-13 | JPM Stock · JP Morgan Chase & Co. Common Stock | Sell | Self | $15K - $50K | 2026-05-04 | 21d |
| 2026-03-30 | PEP Stock · PepsiCo, Inc. - Common Stock | Sell | Spouse | $1K - $15K | 2026-04-08 | 9d |
| 2026-02-23 | HD Stock · Home Depot, Inc. (The) Common Stock | Sell | Self | $1K - $15K | 2026-03-06 | 11d |
| 2026-02-23 | PEP Stock · PepsiCo, Inc. - Common Stock | Sell | Self | $1K - $15K | 2026-03-06 | 11d |
| 2026-02-23 | VZ Stock · Verizon Communications Inc. Common Stock | Sell | Spouse | $1K - $15K | 2026-03-06 | 11d |
| 2026-02-23 | PEP Stock · PepsiCo, Inc. - Common Stock | Sell | Spouse | $1K - $15K | 2026-03-06 | 11d |
| 2026-02-23 | MA Stock · Mastercard Incorporated Common Stock | Sell | Spouse | $1K - $15K | 2026-03-06 | 11d |
| 2026-01-09 | SBUX Stock · Starbucks Corp | Sell | Self | $1K - $15K | 2026-02-04 | 26d |
| 2026-01-09 | HD Stock · Home Depot | Sell | Self | $1K - $15K | 2026-02-04 | 26d |
| 2026-01-09 | SBUX Stock · Starbucks Corp | Sell | Spouse | $1K - $15K | 2026-02-04 | 26d |
| 2026-01-09 | NVDA Stock · Nvidia Corp | Sell | Spouse | $1K - $15K | 2026-02-04 | 26d |
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-09-09. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
No Performance Estimate
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-09-09). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
9 stocks were omitted because the disclosed trade history crosses a captured split and the older stored price basis is not certified.