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Congress trades · Members · Holdings

Rep. Jared Moskowitz D-FL23

Estimated current holdings · House. ← Back to the member's trades and hit rate

Base report: annual report CY2025 · trades through 2026-07-13 · later PTRs: 1 2 3 4 5

Estimated total: $5.7M–open-ended (some lines have no upper bound) across 179 positions.

Based on the annual report CY2025 and trades reported after it, Rep. Jared Moskowitz holds an estimated 179 positions worth $5.7M–open-ended (some lines have no upper bound) in total. The largest estimated holding is Merrill CMA Account ⇒ Cash Accounts ($1M–$5M). Disclosures give value ranges, not exact amounts, so treat this as a rough estimate for education, not investment advice.

AssetTypeEstimated rangeConfidenceCame from
Merrill CMA Account ⇒ Cash AccountsCash$1M–$5MHighReport
Morgan Stanley Active Assets (7) ⇒ Cash AccountCash$1M–$5MHighReport
Marcus Savings AccountCash$500K–$1MHighReport
AMZN Morgan Stanley Active Assets (2) ⇒ Amazon.com, Inc. (AMZN)Stock$284K–$660KHighReport
Goldman Sachs Savings AccountCash$250K–$500KHighReport
MOD LLCPrivate$250K–$500KHighReport
Morgan Stanley Active Assets (3) ⇒ Cash AccountCash$250K–$500KHighReport
AAPL Morgan Stanley Active Assets (2) ⇒ Apple Inc. (AAPL)Stock$126K–$365KHighReport
Merrill CMA Account ⇒ CDsCash$100K–$250KHighReport
Merrill CMA Account ⇒ US Treasury STRIPOther$100K–$250KHighReport
Morgan Stanley Active Assets (4) ⇒ Cash AccountCash$100K–$250KHighReport
MSFT Morgan Stanley Active Assets (2) ⇒ Microsoft Corporation (MSStock$83K–$245KMediumReport
Mass Mutual Whole Life InsuranceOther$100K–$200KHighReport
GS Morgan Stanley Active Assets (2) ⇒ Goldman Sachs Group, Inc.Stock$67K–$180KHighReport
SPYM Betterment SEP IRA (SP) ⇒ State Street SPDR Portfolio S&P 50Fund/ETF$65K–$150KHighReport
BRK.B Morgan Stanley Active Assets (1) ⇒ Berkshire Hathaway Inc. NStock$21K–$140KHighReport
AMGN Morgan Stanley Active Assets (1) ⇒ Amgen Inc. (AMGN)Stock$32K–$130KHighReport
JNJ Morgan Stanley Active Assets (1) ⇒ Johnson & Johnson (JNJ)Stock$32K–$130KHighReport
TSLA Morgan Stanley Active Assets (1) ⇒ Tesla, Inc. (TSLA)Stock$32K–$130KHighReport
HD Morgan Stanley Active Assets (2) ⇒ Home Depot, Inc. (HD)Stock$20K–$125KMediumReport
NVDA Morgan Stanley Active Assets (1) ⇒ NVIDIA Corporation - CommStock$20K–$125KHighReport
XLE Morgan Stanley Active Assets (1) ⇒ SPDR Select Sector Fund -Fund/ETF$31K–$115KHighReport
META Morgan Stanley Active Assets (1) ⇒ Meta Platforms, Inc. - ClStock$19K–$110KMediumReport
MainStay Growth Allocation Class AFund/ETF$50K–$100KHighReport
Ashbritt Inc. 401k ⇒ American Funds Fundamental Investors® CFund/ETF$50K–$100KHighReport
Ashbritt Inc. 401k ⇒ American Funds The Growth Fund of AmeriFund/ETF$50K–$100KHighReport
Ashbritt Inc. 401k ⇒ Invesco American Franchise Fund Class RFund/ETF$50K–$100KHighReport
John Hancock Freedom 529 Plan ⇒ BLUE CHIP GROWTH PORTFOLIO AFund/ETF$50K–$100KHighReport
BAC Morgan Stanley Active Assets (2) ⇒ Bank of America CorporatiStock$50K–$100KHighReport
Morgan Stanley Active Assets (8) ⇒ Cash AccountCash$50K–$100KHighReport
VEA Betterment SEP IRA ⇒ Vanguard FTSE Developed Markets ETF (VEFund/ETF$30K–$100KHighReport
AXP Morgan Stanley Active Assets (1) ⇒ American Express Company Stock$18K–$95KMediumReport
AVGO Morgan Stanley Active Assets (1) ⇒ Broadcom Inc. - Common StStock$18K–$95KMediumReport
MCD Morgan Stanley Active Assets (1) ⇒ McDonald's Corporation (MStock$18K–$95KMediumReport
TJX Morgan Stanley Active Assets (1) ⇒ TJX Companies, Inc. (TJX)Stock$18K–$95KMediumReport
ABBV Morgan Stanley Active Assets (1) ⇒ AbbVie Inc. Common Stock Stock$17K–$80KHighReport
GOOG Morgan Stanley Active Assets (1) ⇒ Alphabet Inc. - Class C CStock$17K–$80KHighReport
ADI Morgan Stanley Active Assets (1) ⇒ Analog Devices, Inc. - CoStock$17K–$80KHighReport
ATO Morgan Stanley Active Assets (1) ⇒ Atmos Energy Corporation Stock$17K–$80KHighReport
CSCO Morgan Stanley Active Assets (1) ⇒ Cisco Systems, Inc. - ComStock$17K–$80KHighReport
COST Morgan Stanley Active Assets (1) ⇒ Costco Wholesale CorporatStock$17K–$80KHighReport
DELL Morgan Stanley Active Assets (1) ⇒ Dell Technologies Inc. ClStock$17K–$80KHighReport
LLY Morgan Stanley Active Assets (1) ⇒ Eli Lilly and Company ComStock$17K–$80KHighReport
ITW Morgan Stanley Active Assets (1) ⇒ Illinois Tool Works Inc. Stock$17K–$80KHighReport
JPM Morgan Stanley Active Assets (1) ⇒ JP Morgan Chase & Co. ComStock$17K–$80KHighReport
LIN Morgan Stanley Active Assets (1) ⇒ Linde plc - Ordinary SharStock$17K–$80KHighReport
LMT Morgan Stanley Active Assets (1) ⇒ Lockheed Martin CorporatiStock$17K–$80KHighReport
MCK Morgan Stanley Active Assets (1) ⇒ McKesson Corporation CommStock$17K–$80KHighReport
PEG Morgan Stanley Active Assets (1) ⇒ Public Service EnterpriseStock$17K–$80KHighReport
RPM Morgan Stanley Active Assets (1) ⇒ RPM International Inc. (RStock$17K–$80KHighReport
SO Morgan Stanley Active Assets (1) ⇒ Southern Company (SO)Stock$17K–$80KHighReport
GLD Morgan Stanley Active Assets (1) ⇒ SPDR Gold Shares (GLD)Fund/ETF$17K–$80KHighReport
SYK Morgan Stanley Active Assets (1) ⇒ Stryker Corporation (SYK)Stock$17K–$80KHighReport
TMUS Morgan Stanley Active Assets (1) ⇒ T-Mobile US, Inc. (TMUS)Stock$17K–$80KHighReport
TSM Morgan Stanley Active Assets (1) ⇒ Taiwan Semiconductor ManuStock$17K–$80KHighReport
V Morgan Stanley Active Assets (1) ⇒ Visa Inc. (V)Stock$17K–$80KHighReport
WMT Morgan Stanley Active Assets (1) ⇒ Walmart Inc. (WMT)Stock$17K–$80KHighReport
CAT Morgan Stanley Active Assets (1) ⇒ Caterpillar, Inc. (CAT)Stock$2K–$79KMediumReport
CMI Morgan Stanley Active Assets (1) ⇒ Cummins Inc. Common StockStock$2K–$79KMediumReport
GWW Morgan Stanley Active Assets (1) ⇒ W.W. Grainger, Inc. CommoStock$2K–$79KMediumReport
AGG Betterment SEP IRA (SP) ⇒ iShares Core U.S. Aggregate Bond EFund/ETF$16K–$65KHighReport
ASML ASML Holding N.V. - New York Registry Shares (ASML)Stock$4K–$60KMediumLater trade
MNST Monster Beverage Corporation - Common Stock (MNST)Stock$4K–$60KMediumLater trade
AMAT Applied Materials, Inc. - Common Stock (AMAT)Stock$4K–$60KMediumLater trade
CB Morgan Stanley Active Assets (1) ⇒ Chubb Limited (CB)Stock$4K–$60KMediumReport
HCA Morgan Stanley Active Assets (1) ⇒ HCA Healthcare, Inc. CommStock$4K–$60KMediumReport
PG Morgan Stanley Active Assets (1) ⇒ Procter & Gamble Company Stock$4K–$60KHighReport
MainStay MacKay High Yield Corporate Bond Fund Class AFund/ETF$15K–$50KHighReport
Stationhead, Inc.Stock$15K–$50KHighReport
RBMTX Ashbritt Inc. 401k ⇒ American Funds 2055 Target Date RetiremFund/ETF$15K–$50KHighReport
RITBX Ashbritt Inc. 401k ⇒ American Funds American High-Income TruFund/ETF$15K–$50KHighReport
PSGRX Ashbritt Inc. 401k ⇒ Putnam Small Cap Growth Fund Class R (PFund/ETF$15K–$50KHighReport
John Hancock Freedom 529 Plan ⇒ MID-CAP VALUE PORTFOLIO AFund/ETF$15K–$50KHighReport
John Hancock Freedom 529 Plan ⇒ NEW HORIZONS PORTFOLIO AFund/ETF$15K–$50KHighReport
RACE Morgan Stanley Active Assets (1) ⇒ Ferrari N.V. Common ShareStock$15K–$50KHighReport
UBER Morgan Stanley Active Assets (1) ⇒ Uber Technologies, Inc. (Stock$15K–$50KHighReport
Morgan Stanley Active Assets (2) ⇒ Cash AccountCash$15K–$50KHighReport
Morgan Stanley Active Assets (2) ⇒ MIAMI-DADE CNTY FL AVIATIBond$15K–$50KHighReport
NTREA Morgan Stanley Bright Directions 529 Plan ⇒ UBT 529 TROWE PRFund/ETF$15K–$50KHighReport
NTEIC Morgan Stanley Bright Directions 529 Plan ⇒ UBT 529 TROWE PRFund/ETF$15K–$50KHighReport
StartEngine Investment Account ⇒ AEXLABStock$15K–$50KHighReport
Stash (1) ⇒ Vanguard Total Stock MarketFund/ETF$15K–$50KHighReport
GE GE Aerospace Common Stock (GE)Stock$3K–$45KMediumLater trade
GD General Dynamics Corporation Common Stock (GD)Stock$3K–$45KMediumLater trade
MSI Motorola Solutions, Inc. Common Stock (MSI)Stock$3K–$45KMediumLater trade
PANW Palo Alto Networks, Inc. (PANW)Stock$3K–$45KMediumLater trade
PH Parker-Hannifin Corporation Common Stock (PH)Stock$3K–$45KMediumLater trade
HON Morgan Stanley Active Assets (1) ⇒ Honeywell International IStock$3K–$45KHighReport
BIL Morgan Stanley Active Assets (1) ⇒ State Street SPDR BloombeFund/ETF$3K–$45KHighReport
WM Morgan Stanley Active Assets (1) ⇒ Waste Management, Inc. (WStock$3K–$45KHighReport
GILD Gilead Sciences, Inc. - Common Stock (GILD)Stock$2K–$30KMediumLater trade
EMB Betterment SEP IRA ⇒ iShares J.P. Morgan USD Emerging MarketFund/ETF$2K–$30KHighReport
SPMD Betterment SEP IRA ⇒ SPDR Portfolio S&P 400 Mid Cap ETF (SPMFund/ETF$2K–$30KHighReport
SPSM Betterment SEP IRA ⇒ SPDR Portfolio S&P 600 Small Cap ETF (SFund/ETF$2K–$30KHighReport
VWO Betterment SEP IRA ⇒ Vanguard FTSE Emerging Markets ETF (VWOFund/ETF$2K–$30KHighReport
BNDX Betterment SEP IRA ⇒ Vanguard Total International Bond ETF (Fund/ETF$2K–$30KHighReport
SHW Morgan Stanley Active Assets (1) ⇒ Sherwin-Williams Company Stock$2K–$30KHighReport
NEE Morgan Stanley Active Assets (5) ⇒ NextEra Energy, Inc. (NEEStock$2K–$30KHighReport
QCOM Morgan Stanley Active Assets (5) ⇒ QUALCOMM Incorporated (QCStock$2K–$30KHighReport
TFLO Stash (1) ⇒ iShares Treasury Floating Rate Bond ETF (TFLO)Fund/ETF$2K–$30KHighReport
AOA Stash UTMA (DC 1) ⇒ iShares Core Aggressive Allocation Fund Fund/ETF$2K–$30KHighReport
Bank of America AccountsCash$1K–$15KHighReport
SPAXX Eagle Strategies Investment Account ⇒ FIDELITY GOVERNMENT MOCash$1K–$15KHighReport
Morgan Stanley Active Assets (1) ⇒ Cash AccountCash$1K–$15KHighReport
Morgan Stanley Active Assets (5) ⇒ Cash AccountCash$1K–$15KHighReport
Schwab Contributory IRA ⇒ Cash AccountCash$1K–$15KHighReport
Florida Retirement SystemPension$0–open-endedLowReport
72 small positions (each ≤ $15K), total $72K–$1.1M, 1 from later trades. Click to expand.
AssetTypeEstimated rangeConfidenceCame from
Emergency Ventures, Inc.Option$1K–$15KHighReport
Merit InternationalOption$1K–$15KHighReport
Adler Real Estate Fund V LP ⇒ Commercial property located inReal estate$1K–$15KHighReport
Adler Real Estate Fund V LP ⇒ Commercial property located inReal estate$1K–$15KHighReport
Adler Real Estate Fund V LP ⇒ Commercial property located inReal estate$1K–$15KHighReport
Adler Real Estate Fund V LP ⇒ Commercial property located inReal estate$1K–$15KHighReport
Adler Real Estate Fund V LP ⇒ Commercial property located inReal estate$1K–$15KHighReport
Adler Real Estate Fund V LP ⇒ Commercial property located inReal estate$1K–$15KHighReport
Adler Real Estate Fund V LP ⇒ Commercial property located inReal estate$1K–$15KHighReport
Adler Real Estate Fund V LP ⇒ Commercial property located inReal estate$1K–$15KHighReport
Adler Real Estate Fund V LP ⇒ Commercial property located inReal estate$1K–$15KHighReport
Adler Real Estate Fund V LP ⇒ Commercial property located inReal estate$1K–$15KHighReport
Adler Real Estate Fund V LP ⇒ Commercial property located inReal estate$1K–$15KHighReport
Adler Real Estate Fund V LP ⇒ Commercial property located inReal estate$1K–$15KHighReport
Adler Real Estate Fund V LP ⇒ Commercial property located inReal estate$1K–$15KHighReport
RICBX Ashbritt Inc. 401k ⇒ American Funds Investment Company of AmFund/ETF$1K–$15KHighReport
STIP Betterment SEP IRA (SP) ⇒ iShares 0-5 Year TIPS Bond ETF (STFund/ETF$1K–$15KHighReport
TLH Eagle Strategies Investment Account ⇒ iShares 10-20 Year TreFund/ETF$1K–$15KHighReport
BAI Eagle Strategies Investment Account ⇒ iShares A.I. InnovatioFund/ETF$1K–$15KHighReport
IEMG Eagle Strategies Investment Account ⇒ iShares Core MSCI EmerFund/ETF$1K–$15KHighReport
Eagle Strategies Investment Account ⇒ iShares Core S&P 500 EFund/ETF$1K–$15KHighReport
Eagle Strategies Investment Account ⇒ iShares Core Total USDFund/ETF$1K–$15KHighReport
IAU Eagle Strategies Investment Account ⇒ iShares Gold Trust ShaFund/ETF$1K–$15KHighReport
IAGG Eagle Strategies Investment Account ⇒ iShares International Fund/ETF$1K–$15KHighReport
Eagle Strategies Investment Account ⇒ iShares MSCI EAFE ValuFund/ETF$1K–$15KHighReport
MTUM Eagle Strategies Investment Account ⇒ iShares MSCI USA MomenFund/ETF$1K–$15KHighReport
QUAL Eagle Strategies Investment Account ⇒ iShares MSCI USA QualiFund/ETF$1K–$15KHighReport
OEF Eagle Strategies Investment Account ⇒ iShares S&P 100 Fund (Fund/ETF$1K–$15KHighReport
IVW Eagle Strategies Investment Account ⇒ iShares S&P 500 GrowthFund/ETF$1K–$15KHighReport
IVE Eagle Strategies Investment Account ⇒ iShares S&P 500 Value Fund/ETF$1K–$15KHighReport
ITA Eagle Strategies Investment Account ⇒ iShares U.S. AerospaceFund/ETF$1K–$15KHighReport
DYNF Eagle Strategies Investment Account ⇒ iShares U.S. Equity FaFund/ETF$1K–$15KHighReport
THRO Eagle Strategies Investment Account ⇒ iShares U.S. Thematic Fund/ETF$1K–$15KHighReport
John Hancock Freedom 529 Plan ⇒ INTERNATIONAL VALUE PORTFOLIFund/ETF$1K–$15KHighReport
John Hancock Freedom 529 Plan ⇒ SMALL-CAP STOCK PORTFOLIO AFund/ETF$1K–$15KHighReport
LUMN Morgan Stanley Active Assets (1) ⇒ Lumen Technologies, Inc. Stock$1K–$15KHighReport
POAHF Morgan Stanley Active Assets (2) ⇒ Porsche Automobil HoldingStock$1K–$15KHighReport
UNH Morgan Stanley Active Assets (2) ⇒ UnitedHealth Group IncorpStock$1K–$15KHighReport
MA Morgan Stanley Active Assets (5) ⇒ Mastercard Incorporated (Stock$1K–$15KHighReport
SNA Morgan Stanley Active Assets (5) ⇒ Snap-On Incorporated CommStock$1K–$15KHighReport
LBKCZ Morgan Stanley Bright Directions 529 Plan ⇒ BD 529 BLACKROCKFund/ETF$1K–$15KHighReport
MTDBZ Morgan Stanley Bright Directions 529 Plan ⇒ BD 529 BLACKROCKFund/ETF$1K–$15KHighReport
DRBCZ Morgan Stanley Bright Directions 529 Plan ⇒ BD 529 BR MID CAFund/ETF$1K–$15KHighReport
DBRBZ Morgan Stanley Bright Directions 529 Plan ⇒ BD 529 BR MID CAFund/ETF$1K–$15KHighReport
UBAFZ Morgan Stanley Bright Directions 529 Plan ⇒ UBT 529 BD IL DFFund/ETF$1K–$15KHighReport
UTDFZ Morgan Stanley Bright Directions 529 Plan ⇒ UBT 529 BD IL DFFund/ETF$1K–$15KHighReport
NBDCA Morgan Stanley Bright Directions 529 Plan ⇒ UBT 529 DELAWAREFund/ETF$1K–$15KHighReport
NBDCC Morgan Stanley Bright Directions 529 Plan ⇒ UBT 529 DELAWAREFund/ETF$1K–$15KHighReport
DFNSG Morgan Stanley Bright Directions 529 Plan ⇒ UBT 529 DFA INTLFund/ETF$1K–$15KHighReport
UBNSG Morgan Stanley Bright Directions 529 Plan ⇒ UBT 529 DFA INTLFund/ETF$1K–$15KHighReport
SCHI Schwab Contributory IRA ⇒ Schwab 5-10 Year Corporate Bond ETFund/ETF$1K–$15KHighReport
FNDF Schwab Contributory IRA ⇒ Schwab Fundamental International EFund/ETF$1K–$15KHighReport
FNDX Schwab Contributory IRA ⇒ Schwab Fundamental US Large CompanFund/ETF$1K–$15KHighReport
FNDA Schwab Contributory IRA ⇒ Schwab Fundamental US Small CompanFund/ETF$1K–$15KHighReport
SMBS Schwab Contributory IRA ⇒ Schwab Mortgage-Backed Securities Fund/ETF$1K–$15KHighReport
SCHA Schwab Contributory IRA ⇒ Schwab U.S. Small-Cap ETF (SCHA)Fund/ETF$1K–$15KHighReport
SCHX Schwab Contributory IRA ⇒ Schwab US Large-Cap ETF (SCHX)Fund/ETF$1K–$15KHighReport
VMBS Schwab Contributory IRA ⇒ Vanguard Mortgage Backed Security Fund/ETF$1K–$15KHighReport
StartEngine Investment Account ⇒ StartEngineStock$1K–$15KHighReport
Stash (1) ⇒ iShares Core MSCI EAFEFund/ETF$1K–$15KHighReport
IUSB Stash (1) ⇒ iShares Core Total USD Bond Market ETF (IUSB)Fund/ETF$1K–$15KHighReport
Stash (1) ⇒ Vanguard FTSE Emerging MarketsFund/ETF$1K–$15KHighReport
GURU Stash (2) ⇒ Global X Guru Index ETF (GURU)Fund/ETF$1K–$15KHighReport
Stash (2) ⇒ iShares US Aerospace & DefenseFund/ETF$1K–$15KHighReport
MINT Stash (2) ⇒ PIMCO Enhanced Short Maturity Active Exchange-TrFund/ETF$1K–$15KHighReport
SCHD Stash (2) ⇒ Schwab US Dividend Equity ETF (SCHD)Fund/ETF$1K–$15KHighReport
MGC Stash (2) ⇒ Vanguard Mega Cap ETF (MGC)Fund/ETF$1K–$15KHighReport
VGIT Stash (2) ⇒ Vanguard Scottsdale Intermediate Term Treasury (Fund/ETF$1K–$15KHighReport
Stash (2) ⇒ Vanguard Sector Index Information TechnologyFund/ETF$1K–$15KHighReport
HDV Stash IRA ⇒ iShares Core High Dividend ETF (HDV)Fund/ETF$1K–$15KHighReport
DIS STIFEL Brokerage ⇒ Walt Disney Company (DIS)Stock$1K–$15KHighReport
SPCX Space Exploration Technologies Corp. - Class A Common Stock Stock$1K–$15KMediumLater trade
Education, not investment advice. This is an estimate, not a holdings report. We start from the value ranges in the member's most recent financial disclosure and add or subtract later periodic transaction reports (PTRs). Disclosures give ranges, not exact values, and the result can be wrong: valuation dates differ, some trades can't be matched to a holding, and assets may have moved since. Confidence: High = taken directly from the report; Medium = changed by later trades or matched by name; Low = no stated value or unclear match.

Sources: U.S. House Clerk Periodic Transaction Reports (disclosures-clerk.house.gov) and U.S. Senate eFD Periodic Transaction Reports (efdsearch.senate.gov), filed 2024 to present; SEC EDGAR submissions (Form 4 and 8-K filing dates); committee assignments from the unitedstates/congress-legislators project (current membership); daily closing prices from Yahoo Finance's public chart data (query1.finance.yahoo.com), which is unofficial and may be revised. Built 2026-11-03.