Jacky Rosen
Jacky Rosen (NV-3) disclosed a net worth range between $9.3M and $26M in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Trading
Purchases and sales by quarter
APC is the most traded stock
33.3% of trades carry 67% of the disclosed 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.
Disclosed net worth band, 2020 to 2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-08-13 | $9.3M – $26M |
| 2024 | 2025-08-08 | $7.9M – $23.3M |
| 2023 | 2024-07-26 | $6.7M – $20.5M |
| 2022 | 2023-05-15 | $5.6M – $18.2M |
| 2021 | 2022-05-16 | $6.5M – $20.2M |
| 2020 | 2021-05-13 | $6M – $19M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2019-04-15 | APC Stock · Anadarko Petroleum Corporation | Sell | Joint | $15K - $50K | 2019-05-09 | 24d |
| 2018-03-22 | DPS Dr Pepper snapple Group, Inc Dr Pepper snapple Group, Inc (DPs) | Sell | JT Larry and Jacklyn Rosen Family Trust > Rosen Family Limited Partnership | $1K - $15K | 2018-04-01 | 10d |
| 2017-09-25 | ANF abercrombie & Fitch Company (aNF) | Sell | — Larry and Jacklyn Rosen Family Trust > Rosen Family Limited Partnership | $1K - $15K | 2017-10-01 | 6d |
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 2026-11-12. 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 (2026-11-12). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
No Reconstructed Holdings
No open positions could be reconstructed from this member's disclosed trades.
Assets and liabilities
Disclosed assets
The assets Jacky Rosen 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.
Showing the 100 largest of 176 disclosed lines.
| Description | Type | Income | Value |
|---|---|---|---|
| VWIAX - Vanguard Wellesley Income Admiral | Mutual Funds - Mutual Fund |
$50K - $100K
Excepted Investment Fund
|
$1M - $5M |
| FCNTX - Fidelity Contrafund Fund | Mutual Funds - Mutual Fund |
$15K - $50K
Excepted Investment Fund
|
$500K - $1M |
| JACTX - Janus Henderson Forty T | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$500K - $1M |
| TWCUX - ULTRA FUND - Investor Class | Mutual Funds - Mutual Fund |
$50K - $100K
Excepted Investment Fund
|
$500K - $1M |
| ACSTX - Invesco Comstock A | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$250K - $500K |
| AMZN - Amazon.com, Inc. | Corporate Securities - Stock | — | $250K - $500K |
| BIGRX - DISCIPLINED CORE VALUE FUND - Investor Class | Mutual Funds - Mutual Fund |
$15K - $50K
Excepted Investment Fund
|
$250K - $500K |
| FCNTX - Fidelity Contrafund | Mutual Funds - Mutual Fund |
$15K - $50K
Excepted Investment Fund
|
$250K - $500K |
| FCNTX - Fidelity Contrafund | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$250K - $500K |
| HACAX - Harbor Capital Appreciation Instl | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$250K - $500K |
| QQQ - Invesco QQQ Trust | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$250K - $500K |
| SNSXX - The Charles Schwab Family of Funds - Schwab U.S. T | Mutual Funds - Mutual Fund |
$5K - $15K
Excepted Investment Fund
|
$250K - $500K |
| VWNAX - Vanguard Windsor II Fund Admiral Shares | Mutual Funds - Mutual Fund |
$15K - $50K
Excepted Investment Fund
|
$250K - $500K |
| AAPL - Apple Inc. | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$100K - $250K |
| ACSTX - Invesco Comstock A | Mutual Funds - Mutual Fund |
$5K - $15K
Excepted Investment Fund
|
$100K - $250K |
| ADBE - Adobe Inc. | Corporate Securities - Stock | — | $100K - $250K |
| BRK-B - Berkshire Hathaway Inc. | Corporate Securities - Stock | — | $100K - $250K |
| BRK-B - Berkshire Hathaway Inc. | Corporate Securities - Stock | — | $100K - $250K |
| FAGAX - Fidelity Advisor Series II | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$100K - $250K |
| FEQIX - Fidelity Equity-Income | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$100K - $250K |
| FEQTX - Fidelity Equity Dividend Income Fund | Mutual Funds - Mutual Fund |
$5K - $15K
Excepted Investment Fund
|
$100K - $250K |
| FMAGX - Fidelity Magellan | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$100K - $250K |
| FMIJX - FMI International | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$100K - $250K |
| FPURX - Fidelity Puritan | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$100K - $250K |
| FSKAX - Fidelity Total Market Index | Mutual Funds - Mutual Fund |
$1K - $2.5K
Excepted Investment Fund
|
$100K - $250K |
| FXNAX - Fidelity U.S. Bond Index Fund | Mutual Funds - Mutual Fund |
$2.5K - $5K
Excepted Investment Fund
|
$100K - $250K |
| GDX - VanEck Vectors Gold Miners ETF | Mutual Funds - Exchange Traded Fund/Note |
$1K - $2.5K
Excepted Investment Fund
|
$100K - $250K |
| GLD - SPDR Gold Trust | Mutual Funds - Exchange Traded Fund/Note | — | $100K - $250K |
| IWD - iShares Russell 1000 Value ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$100K - $250K |
| JAWWX - Janus Henderson Global Research Fund Class T | Mutual Funds - Mutual Fund |
$5K - $15K
Excepted Investment Fund
|
$100K - $250K |
| MSIGX - Invesco Main Street Fund Class A | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$100K - $250K |
| SLV - iShares Silver Trust | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$100K - $250K |
| TT - Trane Technologies plc | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$100K - $250K |
| VFIAX - Vanguard 500 Index Fd Admiral Shs | Mutual Funds - Mutual Fund |
$1K - $2.5K
Excepted Investment Fund
|
$100K - $250K |
| VFICX - Vanguard Intermediate-Term Investment-Grade Fund I | Mutual Funds - Mutual Fund |
$5K - $15K
Excepted Investment Fund
|
$100K - $250K |
| VFIDX - Vanguard Intermediate-Term Investment Grade Fund | Mutual Funds - Mutual Fund |
$5K - $15K
Excepted Investment Fund
|
$100K - $250K |
| VGSTX - Vanguard STAR Inv | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$100K - $250K |
| VLO - Valero Energy Corporation | Corporate Securities - Stock |
$2.5K - $5K
Dividends
|
$100K - $250K |
| VWEAX - Vanguard High-Yield Corporate Fund Admiral Share | Mutual Funds - Mutual Fund |
$5K - $15K
Excepted Investment Fund
|
$100K - $250K |
| VWESX - Vanguard Long-Term Investment-Grade Fund Investor | Mutual Funds - Mutual Fund |
$5K - $15K
Excepted Investment Fund
|
$100K - $250K |
| VWINX - Vanguard Wellesley Income Fund Investor Shares | Mutual Funds - Mutual Fund |
$15K - $50K
Excepted Investment Fund
|
$100K - $250K |
| VWINX - Vanguard Wellesley Income Inv | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$100K - $250K |
| Wells Fargo | Bank Deposit | — | $100K - $250K |
| AMGN - Amgen Inc. | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$50K - $100K |
| CSRSX - Cohen & Steers Realty Shares Fund | Mutual Funds - Mutual Fund |
$1K - $2.5K
Excepted Investment Fund
|
$50K - $100K |
| DLR - Digital Realty Trust, Inc. | Corporate Securities - Stock |
$1K - $2.5K
Dividends, Capital Gains
|
$50K - $100K |
| EVTMX - Eaton Vance Dividend Builder Fd Cl A | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$50K - $100K |
| FRESX - Fidelity Real Estate Investment Portfolio | Mutual Funds - Mutual Fund |
$1K - $2.5K
Excepted Investment Fund
|
$50K - $100K |
| GDX - VanEck Vectors Gold Miners ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$50K - $100K |
| GE - GE Aerospace Common Stock | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$50K - $100K |
| GWW - W.W. Grainger, Inc. | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$50K - $100K |
| IAT - iShares US Regional Banks ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$50K - $100K |
| IWO - iShares Russell 2000 Growth ETF | Mutual Funds - Exchange Traded Fund/Note |
$201 - $1K
Excepted Investment Fund
|
$50K - $100K |
| KIE - SPDR S&P Insurance ETF | Mutual Funds - Exchange Traded Fund/Note |
$1K - $2.5K
Excepted Investment Fund
|
$50K - $100K |
| KXI - iShares Global Consumer Staples ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$50K - $100K |
| PTTAX - PIMCO Total Return Fund Class A | Mutual Funds - Mutual Fund |
$2.5K - $5K
Excepted Investment Fund
|
$50K - $100K |
| SCCO - Southern Copper Corporation | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$50K - $100K |
| SNSXX - Schwab U.S. Treasury Money Fund - Investor Shares | Mutual Funds - Mutual Fund |
$1K - $2.5K
Excepted Investment Fund
|
$50K - $100K |
| SNVXX - Schwab Government Money Fund - Investor Shares | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$50K - $100K |
| SPAXX - Fidelity Government Money Market Fund | Mutual Funds - Mutual Fund |
$2.5K - $5K
Excepted Investment Fund
|
$50K - $100K |
| SPHIX - Fidelity High Income | Mutual Funds - Mutual Fund |
$2.5K - $5K
Excepted Investment Fund
|
$50K - $100K |
| SPHIX - Fidelity High Income Fund | Mutual Funds - Mutual Fund |
$2.5K - $5K
Excepted Investment Fund
|
$50K - $100K |
| TJX - The TJX Companies, Inc. | Corporate Securities - Stock | — | $50K - $100K |
| TRV - The Travelers Companies, Inc. | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$50K - $100K |
| UNP - Union Pacific Corporation | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$50K - $100K |
| VEU - Vanguard FTSE All-World ex-US Index Fund ETF Share | Mutual Funds - Exchange Traded Fund/Note |
$1K - $2.5K
Excepted Investment Fund
|
$50K - $100K |
| VSGDX - Vanguard Short-Term Federal Adm | Mutual Funds - Mutual Fund |
$2.5K - $5K
Excepted Investment Fund
|
$50K - $100K |
| VWIGX - Vanguard International Growth Fund Investor Shares | Mutual Funds - Mutual Fund |
$5K - $15K
Excepted Investment Fund
|
$50K - $100K |
| Wells Fargo | Bank Deposit | — | $50K - $100K |
| XAR - SPDR S&P Aerospace & Defense ETF | Mutual Funds - Exchange Traded Fund/Note |
$201 - $1K
Excepted Investment Fund
|
$50K - $100K |
| XLE - Energy Select Sector SPDR ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$50K - $100K |
| AEP - American Electric Power Company, Inc. | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$15K - $50K |
| AFL - Aflac Incorporated | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$15K - $50K |
| ALLE - Allegion plc | Corporate Securities - Stock | — | $15K - $50K |
| BAC - Bank of America Corporation | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$15K - $50K |
| BC - Brunswick Corporation | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$15K - $50K |
| BDX - Becton, Dickinson and Company | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$15K - $50K |
| BOTZ - Global X Robotics & Artificial Intelligence ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$15K - $50K |
| CHD - Church & Dwight Co., Inc. | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$15K - $50K |
| CMI - Cummins Inc. | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$15K - $50K |
| CSCO - Cisco Systems, Inc. | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$15K - $50K |
| DOC - Healthpeak Properties Inc | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$15K - $50K |
| EBAY - eBay Inc. | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$15K - $50K |
| FDX - FedEx Corporation | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$15K - $50K |
| FHYTX - Federated Hermes Opportunistic High Yield Bond F | Mutual Funds - Mutual Fund |
$1K - $2.5K
Excepted Investment Fund
|
$15K - $50K |
| FHYTX - Federated Hermes Opportunistic High Yield Bond F | Mutual Funds - Mutual Fund |
$1K - $2.5K
Excepted Investment Fund
|
$15K - $50K |
| FHYTX - Federated Hermes Opportunistic High Yield Bond F | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$15K - $50K |
| FITB - Fifth Third Bancorp | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$15K - $50K |
| FMIJX - FMI International Fund | Mutual Funds - Mutual Fund |
$2.5K - $5K
Excepted Investment Fund
|
$15K - $50K |
| FZDXX - Fidelity Money Market Fund - Premium Class | Mutual Funds - Mutual Fund |
$201 - $1K
Excepted Investment Fund
|
$15K - $50K |
| GE - GE Aerospace Common Stock | Corporate Securities - Stock | — | $15K - $50K |
| GE - GE Aerospace Common Stock | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$15K - $50K |
| GE - GE Aerospace Common Stock | Corporate Securities - Stock | — | $15K - $50K |
| GEV - GE Vernova Inc. Common Stock | Corporate Securities - Stock | — | $15K - $50K |
| GEV - GE Vernova Inc. Common Stock | Corporate Securities - Stock | — | $15K - $50K |
| GEV - GE Vernova Inc. Common Stock | Corporate Securities - Stock | — | $15K - $50K |
| GEV - GE Vernova Inc. Common Stock | Corporate Securities - Stock | — | $15K - $50K |
| GILD - Gilead Sciences, Inc. | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$15K - $50K |
| HTO - H2O America - Common Stock | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$15K - $50K |
| IAT - iShares U.S. Regional Banks ETF | Mutual Funds - Exchange Traded Fund/Note |
$201 - $1K
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.
| Description | Amount owed |
|---|---|
| Mortgage (Wells Fargo Bank, NA) | $250K - $500K |
| Other (Co-Op building loan) (Capitol Hill Tower Housing Cooperative, In.c) | $100K - $250K |