MSFT is about 92% of the disclosed dollars
By the midpoints of the disclosed ranges, 322 MSFT trades add up to about $326.6M of $355.4M. 77 of the 77 trades over $1M were in MSFT.
Josh Gottheimer
Representative
NJ-5
Democrat
2025 disclosure
Josh Gottheimer (NJ-5) disclosed a net worth range between $10.1M and $58M in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Trading
Disclosed trades
3,747
Since Q4 '23
Purchases
42%
Share of disclosed trades
Avg. disclosure lag
44.3 days
Median 28 days
Filed past 45-day deadline
7.7%
STOCK Act deadline
92% of trades were $15,000 or less
Those 3,459 trades carry about 7.8% of the disclosed dollars, by the midpoints of the ranges.
92% of trades were disclosed within 45 days
The median trade was disclosed 28 days after it was made, and 287 of 3,747 trades took longer than the STOCK Act deadline.
Purchases and sales by quarter
Trades by quarter of trade
Purchases
Sales
Quarter in progress
Source: periodic transaction reports, machine-readable only.
MSFT is the most traded stock
Trades per stock
Purchases
Sales
2.1% of trades carry 79% of the disclosed dollars
Share of trades and of disclosed dollars by size, using range midpoints
Share of trades
Share of dollars
Amounts are disclosed as ranges, so dollar shares use each range's midpoint and are estimates.
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)
$10.1M – $58M
Rank by disclosed net worth
Reporting year
2025
Disclosed assets
338
Disclosed liabilities
1
Disclosed net worth band, 2021 to 2025
Band from annual financial disclosures, by reporting year
Band maximum
Band minimum
Source: annual financial disclosure reports, electronically filed only.
2021
2022
2023
2024
2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-08-10 | $10.1M – $58M |
| 2024 | 2025-08-11 | $4.9M – $60.3M |
| 2023 | 2024-08-13 | $7.1M – $73.8M |
| 2022 | 2023-08-13 | $2.8M – $49.8M |
| 2021 | 2022-08-13 | $8.9M – $80.4M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-09-25 | MCD ST · McDonald's Corporation Common Stock (MCD) | Sell | JT Morgan Stanley - Select UMA Account # 1 | $1K - $15K | 2026-10-07 | 12d |
| 2026-09-15 | AMAT ST · Applied Materials, Inc. - Common Stock (AMAT) | Sell | JT Morgan Stanley - Select UMA Account # 1 | $1K - $15K | 2026-10-07 | 22d |
| 2026-08-14 | MSFT OP · Microsoft Corporation - Common Stock (MSFT) | Sell | JT Morgan Stanley - Portfolio Management Active Assets Account | $500K - $1M | 2026-09-14 | 31d |
| 2026-08-14 | MSFT OP · Microsoft Corporation - Common Stock (MSFT) | Sell | JT Morgan Stanley - Portfolio Management Active Assets Account | $250K - $500K | 2026-09-14 | 31d |
| 2026-08-14 | MSFT OP · Microsoft Corporation - Common Stock (MSFT) | Buy | JT Morgan Stanley - Portfolio Management Active Assets Account | $500K - $1M | 2026-09-14 | 31d |
| 2026-08-14 | MSFT OP · Microsoft Corporation - Common Stock (MSFT) | Buy | JT Morgan Stanley - Portfolio Management Active Assets Account | $250K - $500K | 2026-09-14 | 31d |
| 2026-08-06 | QSR ST · Restaurant Brands International Inc. Common Shares (QSR) | Buy | JT Morgan Stanley - Select UMA Account # 1 | $1K - $15K | 2026-09-14 | 39d |
| 2026-08-06 | RSG ST · Republic Services, Inc. Common Stock (RSG) | Buy | JT Morgan Stanley - Select UMA Account # 1 | $1K - $15K | 2026-09-14 | 39d |
| 2026-08-06 | AMAT ST · Applied Materials, Inc. - Common Stock (AMAT) | Buy | JT Morgan Stanley - Select UMA Account # 1 | $1K - $15K | 2026-09-14 | 39d |
| 2026-07-24 | GOOGN ST · Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock (GOOGN) | Buy | JT Morgan Stanley - Select UMA Account # 1 | $1K - $15K | 2026-08-10 | 17d |
| 2026-07-24 | GOOGM ST · Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series A Mandatory Convertible Preferred Stock (GOOGM) | Buy | JT Morgan Stanley - Select UMA Account # 1 | $1K - $15K | 2026-08-10 | 17d |
| 2026-07-23 | CCI ST · Crown Castle Inc. Common Stock (CCI) | Sell | JT Morgan Stanley - Select UMA Account # 1 | $1K - $15K | 2026-08-10 | 18d |
| 2026-07-23 | GOOGN ST · Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock (GOOGN) | Buy | JT Morgan Stanley - Select UMA Account # 1 | $1K - $15K | 2026-08-10 | 18d |
| 2026-07-20 | SAIL ST · SailPoint Technologies Holdings, Inc. (SAIL) | Buy | JT Morgan Stanley - Select UMA Account # 1 | $1K - $15K | 2026-08-10 | 21d |
| 2026-07-20 | NICE ST · NICE Ltd - American Depositary Shares each representing one Ordinary Share (NICE) | Buy | JT Morgan Stanley - Select UMA Account # 1 | $1K - $15K | 2026-08-10 | 21d |
| 2026-07-17 | MNST ST · Monster Beverage Corporation - Common Stock (MNST) | Buy | JT Morgan Stanley - Select UMA Account # 1 | $1K - $15K | 2026-08-10 | 24d |
| 2026-07-17 | GTLS ST · Chart Industries, Inc. (GTLS) | Sell | JT Morgan Stanley - Select UMA Account # 1 | $1K - $15K | 2026-08-10 | 24d |
| 2026-07-16 | PANW ST · Palo Alto Networks, Inc. (PANW) | Buy | JT Morgan Stanley - Select UMA Account # 1 | $1K - $15K | 2026-08-10 | 25d |
| 2026-07-16 | IBM ST · International Business Machines Corporation Common Stock (IBM) | Sell | JT Morgan Stanley - Select UMA Account # 1 | $1K - $15K | 2026-08-10 | 25d |
| 2026-07-15 | IBM ST · International Business Machines Corporation Common Stock (IBM) | Sell | JT Morgan Stanley - Select UMA Account # 1 | $1K - $15K | 2026-08-10 | 26d |
| 2026-07-15 | CRWD ST · CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) | Buy | JT Morgan Stanley - Select UMA Account # 1 | $1K - $15K | 2026-08-10 | 26d |
| 2026-07-15 | CRWD ST · CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) F S: New | Buy | JT | $1K - $15K | 2026-08-10 | 26d |
| 2026-07-14 | FN ST · Fabrinet Ordinary Shares (FN) | Sell | JT Morgan Stanley - Select UMA Account # 1 | $1K - $15K | 2026-08-10 | 27d |
| 2026-06-17 | NTDOY ST · Nintendo Co Ltd ADR (NTDOY) | Sell | JT Morgan Stanley - Select UMA Account # 1 | $1K - $15K | 2026-07-07 | 20d |
| 2026-06-10 | INSM ST · Insmed Incorporated - Common Stock (INSM) | Sell | JT Morgan Stanley - Select UMA Account # 1 | $1K - $15K | 2026-07-07 | 27d |
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 2026-10-16. 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 (2026-10-16). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
37 stocks were omitted because the disclosed trade history crosses a captured split and the older stored price basis is not certified.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| SER | 3,844 | $6.6K | 0.4% |
| HLN | 2,897 | $29.4K | 1.9% |
| NCLTY | 1,606 | $16.8K | 1.1% |
| VIAV | 1,525 | $50.9K | 3.4% |
| TLK | 1,063 | $11.7K | 0.8% |
| UAL | 1,060 | $101.8K | 6.7% |
| PTEN | 983 | $11.3K | 0.7% |
| OCFC | 804 | $12.7K | 0.8% |
| BCRX | 736 | $5.7K | 0.4% |
| RVLV | 712 | $16.2K | 1.1% |
| INTA | 673 | $29.4K | 1.9% |
| PWP | 595 | $7.9K | 0.5% |
| FWRG | 592 | $7.2K | 0.5% |
| ALGM | 569 | $18K | 1.2% |
| SAIL | 526 | $9.9K | 0.7% |
| WMT | 525 | $62.4K | 4.1% |
| MTDR | 521 | $29.9K | 2.0% |
| TNDM | 421 | $6.8K | 0.5% |
| GTES | 413 | $10.7K | 0.7% |
| IRT | 411 | $6.1K | 0.4% |
| AGIO | 372 | $11.6K | 0.8% |
| SSL | 371 | $6.1K | 0.4% |
| ZTO | 356 | $7.2K | 0.5% |
| RIO | 334 | $30.2K | 2.0% |
| VCYT | 300 | $12.9K | 0.9% |
| COCO | 288 | $16.9K | 1.1% |
| MFC | 285 | $12.7K | 0.8% |
| HQY | 273 | $25.1K | 1.7% |
| MGY | 255 | $6.5K | 0.4% |
| DSGX | 244 | $21.2K | 1.4% |
| JNJ | 227 | $58.1K | 3.8% |
| PGR | 213 | $46.6K | 3.1% |
| BABA | 208 | $22.7K | 1.5% |
| DHI | 187 | $26K | 1.7% |
| MTX | 182 | $11.5K | 0.8% |
| ON | 176 | $12.6K | 0.8% |
| DCO | 174 | $29.7K | 2.0% |
| HMN | 164 | $7.6K | 0.5% |
| ALC | 150 | $10K | 0.7% |
| ZG | 147 | $4.7K | 0.3% |
| MMM | 126 | $20.7K | 1.4% |
| IBM | 120 | $27.8K | 1.8% |
| XP | 114 | $3.3K | 0.2% |
| SUPN | 113 | $4.3K | 0.3% |
| XOM | 112 | $20K | 1.3% |
| QSR | 110 | $8.2K | 0.5% |
| UMBF | 108 | $14.2K | 0.9% |
| FISV | 105 | $5K | 0.3% |
| TCBI | 104 | $9.5K | 0.6% |
| BAP | 99 | $38.5K | 2.5% |
| UNH | 88 | $35.2K | 2.3% |
| DASH | 87 | $16.4K | 1.1% |
| NTRA | 83 | $32.8K | 2.2% |
| APPF | 83 | $17.6K | 1.2% |
| TEX | 82 | $4.2K | 0.3% |
| HAE | 80 | $9.4K | 0.6% |
| CRWD | 77 | $17.6K | 1.2% |
| XYZ | 77 | $6K | 0.4% |
| NOC | 72 | $37.5K | 2.5% |
| V | 68 | $27.6K | 1.8% |
| FSS | 68 | $7.6K | 0.5% |
| RTX | 67 | $12.9K | 0.9% |
| TEL | 63 | $13.5K | 0.9% |
| BNTX | 62 | $5.4K | 0.4% |
| NICE | 62 | $6.9K | 0.5% |
| FSLR | 61 | $10.6K | 0.7% |
| WDAY | 59 | $11.2K | 0.7% |
| PRIM | 59 | $4.3K | 0.3% |
| TWLO | 55 | $13.4K | 0.9% |
| NTES | 55 | $6.9K | 0.5% |
| ESTC | 54 | $4.9K | 0.3% |
| ICE | 53 | $8.6K | 0.6% |
| SPOT | 44 | $23.2K | 1.5% |
| GILD | 44 | $6.8K | 0.5% |
| VRSK | 42 | $8K | 0.5% |
| RSG | 38 | $8.8K | 0.6% |
| SNDR | 36 | $1.1K | 0.1% |
| CHRD | 33 | $5.1K | 0.3% |
| CSW | 33 | $9.6K | 0.6% |
| GS | 33 | $29.2K | 1.9% |
| ENPH | 33 | $1K | 0.1% |
| MCD | 32 | $7.8K | 0.5% |
| QDEL | 28 | $362 | 0.0% |
| CB | 28 | $10K | 0.7% |
| UNP | 26 | $7.7K | 0.5% |
| SBCF | 26 | $843 | 0.1% |
| META | 25 | $17.9K | 1.2% |
| EW | 21 | $1.8K | 0.1% |
| HALO | 20 | $2.4K | 0.2% |
| ADI | 19 | $7.6K | 0.5% |
| ABT | 19 | $2K | 0.1% |
| AMAT | 15 | $6.2K | 0.4% |
| CMI | 15 | $7.9K | 0.5% |
| BIIB | 14 | $3.2K | 0.2% |
| GEV | 11 | $10K | 0.7% |
| INSM | 11 | $1K | 0.1% |
| MU | 10 | $9.2K | 0.6% |
| APP | 9 | $2.4K | 0.2% |
| LITE | 8 | $7K | 0.5% |
| FN | 8 | $2.9K | 0.2% |
| CACI | 8 | $4.9K | 0.3% |
| STRL | 8 | $3.2K | 0.2% |
| SNDK | 6 | $7.8K | 0.5% |
| SAM | 5 | $935 | 0.1% |
| ABG | 5 | $800 | 0.1% |
| GWW | 4 | $5.4K | 0.4% |
| ITT | 2 | $344 | 0.0% |
| ROKU | 1 | $123 | 0.0% |
| ALLY | 1 | $27 | 0.0% |
| ALNY | 0 | $59 | 0.0% |
| SRPT | 0 | $3 | 0.0% |
Assets and liabilities
Disclosed assets
The assets Josh Gottheimer 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
338
Total disclosed (band)
$15.1M – $59M
Showing the 100 largest of 338 disclosed lines.
| Description | Type | Income | Value |
|---|---|---|---|
| Morgan Stanley - Portfolio Management Active Assets Account ⇒ Microsoft Corporation (MSFT) | ST |
$1M - $5M
Capital Gains, Dividends
|
$5M - $25M |
| Morgan Stanley - Active Asset Account # 3 ⇒ Microsoft Corporation (MSFT) | ST |
$5K - $15K
Dividends
|
$1M - $5M |
| Morgan Stanley - Portfolio Management Active Assets Account ⇒ Microsoft Corporation - Common Stock (MSFT | OP |
$15K - $50K
Capital Gains
|
$1M - $5M |
| Morgan Stanley - Portfolio Management ⇒ Vanguard S&P 500 ETF (VOO) | EF |
$15K - $50K
Dividends
|
$1M - $5M |
| Morgan Stanley - Active Asset Account # 3 ⇒ Apple Inc. (AAPL) | ST |
$1K - $2.5K
Dividends
|
$500K - $1M |
| Morgan Stanley - Portfolio Management Active Assets Account ⇒ Microsoft Corporation - Common Stock (MSFT | OP | — | $500K - $1M |
| Morgan Stanley - Portfolio Management Active Assets Account ⇒ Microsoft Corporation - Common Stock (MSFT) | OP | — | $500K - $1M |
| DC College Savings - Dependent # 1 ⇒ DC College Savings in College Portfolio [5F] | — |
Tax-Deferred
|
$250K - $500K |
| JANA STRATEGIC INVESTMENTS BENCHMARK FUND, LP | HE |
$50K - $100K
Partnership Income
|
$250K - $500K |
| Morgan Stanley - Active Asset Account # 1 ⇒ Blackstone Real Estate Income Trust, Inc. | RE |
$5K - $15K
Dividends
|
$250K - $500K |
| Morgan Stanley - Active Asset Account # 1 ⇒ SPDR S&P 500 (SPY) | EF |
$2.5K - $5K
Dividends
|
$250K - $500K |
| Morgan Stanley - Active Asset Account # 3 ⇒ Meta Platforms, Inc. - Class A (META) | ST |
$1K - $2.5K
Dividends
|
$250K - $500K |
| Morgan Stanley - Portfolio Management ⇒ SPDR S&P 500 (SPY) | EF |
$2.5K - $5K
Dividends
|
$250K - $500K |
| Morgan Stanley - Traditional Inherited IRA ⇒ ACAP Strategic Fund (XCAPX) | MF |
Tax-Deferred
|
$250K - $500K |
| Tusk Strategies 401(k) Profit Sharing Plan ⇒ Fidelity 500 Index Fund (FXAIX) | MF |
Tax-Deferred
|
$250K - $500K |
| Tusk Strategies 401(k) Profit Sharing Plan ⇒ Vanguard Target Retirement 2040 Fund (VFORX) | MF |
Tax-Deferred
|
$250K - $500K |
| DC College Savings - Dependent # 2 ⇒ DC College Savings 2028 Portfolio [5F] | — |
Tax-Deferred
|
$100K - $250K |
| Microsoft 401(k) ⇒ BTC LifePath | MF |
Tax-Deferred
|
$100K - $250K |
| Microsoft 401(k) ⇒ Vanguard Russell 1000 Index Fd Insti Cl (VRNIX) | MF |
Tax-Deferred
|
$100K - $250K |
| Morgan Stanley - Active Asset Account # 3 ⇒ Amazon.com, Inc. (AMZN) | ST | — | $100K - $250K |
| Morgan Stanley - Portfolio Management ⇒ Artisan Developing World Fund - Advisor Shares (APDYX) | MF | — | $100K - $250K |
| Morgan Stanley - Portfolio Management ⇒ Global X Funds Global X U.S. Infrastructure Development ETF (PAVE) | EF |
$1K - $2.5K
Capital Gains, Dividends
|
$100K - $250K |
| Morgan Stanley - Portfolio Management ⇒ Invesco QQQ Trust, Series 1 (QQQ) | EF |
$201 - $1K
Dividends
|
$100K - $250K |
| Morgan Stanley - Portfolio Management ⇒ iShares U.S. Technology ETF (IYW) | EF |
$201 - $1K
Dividends
|
$100K - $250K |
| Tusk Venture Partners I GP, LLC | OL |
$2.5K - $5K
Partnership Income
|
$100K - $250K |
| WPP - Vanguard - The Savings & Investment Plan ⇒ Vanguard Target Retirement 2045 TR | MF |
Tax-Deferred
|
$100K - $250K |
| Wells Fargo - SEP IRA ⇒ Fidelity Asset Manager 85% (FAMRX) | MF |
Tax-Deferred
|
$100K - $250K |
| DC College Savings - Dependent # 2 ⇒ U.S. Large Cap Equity Portfolio [5F] | — |
Tax-Deferred
|
$50K - $100K |
| DC College Savings - Dependent # 2 ⇒ U.S. Small Cap Equity Portfolio [5F] | — |
Tax-Deferred
|
$50K - $100K |
| Morgan Stanley - Active Asset Account # 1 ⇒ SPDR Dow Jones Industrial Average ETF (DIA) | EF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Morgan Stanley - Active Asset Account # 2 ⇒ Circle Internet Group, Inc. Class A Common Stock (CRCL) | ST | — | $50K - $100K |
| Morgan Stanley - Active Asset Account # 3 ⇒ Eli Lilly and Company (LLY) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| Morgan Stanley - Active Asset Account # 3 ⇒ United Airlines Holdings, Inc. (UAL) | ST | — | $50K - $100K |
| Morgan Stanley - Active Asset Account # 4 ⇒ SPDR S&P 500 (SPY) | EF |
$201 - $1K
Dividends
|
$50K - $100K |
| Morgan Stanley - Portfolio Management ⇒ Morgan Stanley Insti Liquidity Fds, Government Portf Insti Class (MVRXX) | MF |
$201 - $1K
Dividends
|
$50K - $100K |
| Morgan Stanley - Portfolio Management ⇒ iShares Core S&P Mid-Cap ETF (IJH) | EF |
$15K - $50K
Capital Gains, Dividends
|
$50K - $100K |
| Morgan Stanley - SEP / Traditional IRA ⇒ The Growth Fund of America Class A Shares (AGTHX) | MF |
Tax-Deferred
|
$50K - $100K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) | ST | — | $50K - $100K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Apple Inc. (AAPL) | ST |
$5K - $15K
Capital Gains, Dividends
|
$50K - $100K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Microsoft Corporation (MSFT) | ST |
$5K - $15K
Capital Gains, Dividends
|
$50K - $100K |
| Morgan Stanley - Select UMA Account # 1 ⇒ NVIDIA Corporation (NVDA) | ST |
$15K - $50K
Capital Gains, Dividends
|
$50K - $100K |
| Morgan Stanley - Traditional IRA ⇒ U.S. Strategic Equity Fund Class S (RSESX) | MF |
Tax-Deferred
|
$50K - $100K |
| Tusk Strategies Inc. Retirement Plan ⇒ VIP Portfolio 7.a | OT |
Tax-Deferred
|
$50K - $100K |
| WPP - Vanguard - The Savings & Investment Plan ⇒ Fidelity MidCap Grw Indx | OT |
Tax-Deferred
|
$50K - $100K |
| WPP - Vanguard - The Savings & Investment Plan ⇒ T Rowe Intl Small Cap Stock | MF |
Tax-Deferred
|
$50K - $100K |
| Wealthfront ⇒ Schwab International Equity ETF (SCHF) | EF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Wells Fargo - SEP IRA ⇒ SPDR S&P 500 (SPY) | EF |
Tax-Deferred
|
$50K - $100K |
| Asbury Advisors LLC ⇒ Wells Fargo Bank Accounts | BA | — | $15K - $50K |
| Barclays - Savings Account | BA |
$201 - $1K
Interest
|
$15K - $50K |
| Columbia University- Voluntary Retirement Savings ⇒ Vanguard Target Retirement 2040 Fund (VFORX) | MF |
Tax-Deferred
|
$15K - $50K |
| Fidelity Brokerage ⇒ Fidelity Cash | BA |
$201 - $1K
Interest
|
$15K - $50K |
| Fidelity Brokerage ⇒ Fidelity Government Money Market Fund (SPAXX) | MF |
$201 - $1K
Dividends
|
$15K - $50K |
| JPMorgan Chase Bank, N.A | BA | — | $15K - $50K |
| Morgan Stanley - Active Asset Account # 1 ⇒ Invesco QQQ Trust, Series 1 (QQQ) | EF | — | $15K - $50K |
| Morgan Stanley - Active Asset Account # 2 ⇒ Morgan Stanley Insti Liquidity Fds, Government Portf Insti Class (MVRXX) | MF |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Morgan Stanley - Active Asset Account # 3 ⇒ Darden Restaurants, Inc. (DRI) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Morgan Stanley - Active Asset Account # 3 ⇒ Dollar Tree, Inc. (DLTR) | ST | — | $15K - $50K |
| Morgan Stanley - Active Asset Account # 3 ⇒ Ford Motor Company (F) | ST |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Morgan Stanley - Active Asset Account # 3 ⇒ Goldman Sachs Group, Inc. (GS) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Morgan Stanley - Active Asset Account # 3 ⇒ Home Depot, Inc. (HD) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Morgan Stanley - Active Asset Account # 3 ⇒ Martin Marietta Materials, Inc. (MLM) | ST | — | $15K - $50K |
| Morgan Stanley - Active Asset Account # 3 ⇒ Performance Food Group Company (PFGC) | ST | — | $15K - $50K |
| Morgan Stanley - Active Asset Account # 3 ⇒ Synchrony Financial (SYF) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Morgan Stanley - Active Asset Account # 3 ⇒ Tractor Supply Company (TSCO) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Morgan Stanley - Active Asset Account # 4 ⇒ Invesco QQQ Trust, Series 1 (QQQ) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Morgan Stanley - Active Asset Account # 4 ⇒ SPDR Dow Jones Industrial Average ETF (DIA) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Morgan Stanley - Portfolio Management Active Assets Account ⇒ Morgan Stanley Bank N.A. # | BA | — | $15K - $50K |
| Morgan Stanley - SEP / Traditional IRA ⇒ Capital Income Builder Cl A Shs (CAIBX) | MF |
Tax-Deferred
|
$15K - $50K |
| Morgan Stanley - SEP / Traditional IRA ⇒ Invesco S&P 500 Equal Weight ETF (RSP) | EF |
Tax-Deferred
|
$15K - $50K |
| Morgan Stanley - SEP / Traditional IRA ⇒ Washington Mutual Invs Fd Cl A Shs (AWSHX) | MF |
Tax-Deferred
|
$15K - $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Allianz SE ADR (ALIZY) | OT |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Berkshire Hathaway Inc. New (BRK.B) | ST |
$201 - $1K
Capital Gains
|
$15K - $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ BlackRock, Inc. (BLK) | ST |
$2.5K - $5K
Capital Gains, Dividends
|
$15K - $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Broadcom Inc. - Common Stock (AVGO) | ST |
$2.5K - $5K
Capital Gains, Dividends
|
$15K - $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Charles Schwab Corporation (SCHW) | ST |
$201 - $1K
Capital Gains, Dividends
|
$15K - $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Chevron Corporation (CVX) | ST |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Cincinnati Financial Corporation (CINF) | ST |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Cisco Systems, Inc. (CSCO) | ST |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Corning Incorporated Common Stock (GLW) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Dbs Group Holdings Ltd Ord American Depositary Shares (DBSDY) | ST |
$2.5K - $5K
Capital Gains, Dividends
|
$15K - $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Dominion Energy, Inc. (D) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Eli Lilly and Company (LLY) | ST |
$2.5K - $5K
Capital Gains, Dividends
|
$15K - $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Fastenal Company (FAST) | ST |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Johnson & Johnson (JNJ) | ST |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Lowe's Companies, Inc. (LOW) | ST |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Mastercard Incorporated Common Stock (MA) | ST |
$201 - $1K
Capital Gains
|
$15K - $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) | ST |
$2.5K - $5K
Capital Gains, Dividends
|
$15K - $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Nestle SA Sponsored ADR representing Registered Shares Series B (NSRGY) | ST |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Netflix, Inc. - Common Stock (NFLX) | ST |
$2.5K - $5K
Capital Gains
|
$15K - $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Nintendo Co Ltd ADR (NTDOY) | ST |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Norfolk Southern Corporation (NSC) | ST |
$201 - $1K
Capital Gains, Dividends
|
$15K - $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Northrop Grumman Corporation Common Stock (NOC) | ST |
$201 - $1K
Capital Gains, Dividends
|
$15K - $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Paychex, Inc. (PAYX) | ST |
$2.5K - $5K
Capital Gains, Dividends
|
$15K - $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Progressive Corporation (PGR) | ST |
$2.5K - $5K
Capital Gains, Dividends
|
$15K - $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Starbucks Corporation (SBUX) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | ST |
$2.5K - $5K
Capital Gains, Dividends
|
$15K - $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Tesla, Inc. (TSLA) | ST | — | $15K - $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Texas Instruments Incorporated (TXN) | ST |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ iShares Core S&P 500 ETF (IVV) | EF | — | $15K - $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ iShares Russell 1000 ETF (IWB) | EF |
$201 - $1K
Capital Gains, Dividends
|
$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
1
Total disclosed (band)
$1M – $5M
| Description | Amount owed |
|---|---|
| Portfolio Loan (Morgan Stanley) | $1M - $5M |