Morgan McGarvey
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 2026-06-29. Trade sizes are disclosed only as ranges, so every figure is an estimate.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | -3.7% | -2.1% | -1.7% |
| 1 month | -5.9% | -3.6% | -2.3% |
| 1 quarter | +16.6% | +15.0% | +1.6% |
| Year to date | +5.4% | +7.2% | -1.8% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-06-29). Sizes come from disclosed amount ranges, so share counts, values, and weights are all 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.
Net worth band by reporting year
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-05-14 | $517.1K – $2.4M |
| 2024 | 2025-07-30 | $309.1K – $2.3M |
| 2023 | 2024-12-10 | $104.1K – $1.9M |
| 2022 | 2024-05-14 | $64.2K – $1.8M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2024-11-13 | AMZN | Sell | SP | $1K - $15K | 2024-12-10 | 27d |
| 2024-11-13 | SCHW | Sell | SP | $1K - $15K | 2024-12-10 | 27d |
| 2024-11-13 | IBKR | Sell | SP | $1K - $15K | 2024-12-10 | 27d |
| 2024-11-13 | MSFT | Sell | SP | $1K - $15K | 2024-12-10 | 27d |
| 2024-11-13 | NVDA | Sell | JT | $1K - $15K | 2024-12-10 | 27d |
| 2024-11-13 | SHEL | Sell | SP | $1K - $15K | 2024-12-10 | 27d |
| 2024-11-13 | TSLA | Sell | SP | $1K - $15K | 2024-12-10 | 27d |
| 2024-11-08 | DJT | Sell | SP | $1K - $15K | 2024-12-10 | 32d |
| 2024-11-06 | DJT | Buy | SP | $1K - $15K | 2024-12-10 | 34d |
| 2024-10-25 | TSLA | Buy | SP | $1K - $15K | 2024-11-13 | 19d |
| 2024-08-19 | AAPL | Sell | SP | $1K - $15K | 2024-09-25 | 37d |
| 2024-08-13 | AAPL | Buy | SP | $1K - $15K | 2024-09-25 | 43d |
| 2024-07-23 | DAL | Sell | SP | $1K - $15K | 2024-09-03 | 42d |
| 2024-06-28 | DAL | Buy | SP | $1K - $15K | 2024-07-03 | 5d |
| 2024-06-06 | IBKR | Buy | SP | $1K - $15K | 2024-07-03 | 27d |
| 2024-05-31 | NVDA | Buy | JT | $1K - $15K | 2024-07-03 | 33d |
| 2023-10-05 | SCHW | Buy | SP | $1K - $15K | 2023-11-16 | 42d |
| 2023-08-25 | TWLO | Sell | SP | $1K - $15K | 2023-09-26 | 32d |
| 2023-03-07 | NVDA | Buy | SP | $1K - $15K | 2023-04-12 | 36d |
| 2023-02-28 | NVDA | Sell | SP | $1K - $15K | 2023-03-23 | 23d |
| 2023-02-07 | AMZN | Buy | SP | $1K - $15K | 2023-03-23 | 44d |