Josh Gottheimer Estimated Holdings (2026)

Base report: annual report CY2025 · trades through 2026-09-25 · later PTRs: 1 2 3 4 5 6 7 8 9

Estimated total: $14.4M–$57.7M across 301 positions.

Based on the annual report CY2025 and trades reported after it, Rep. Josh Gottheimer holds an estimated 301 positions worth $14.4M–$57.7M in total. The largest estimated holding is MSFT ($6M–$30.1M). Disclosures give value ranges, not exact amounts, so treat this as a rough estimate for education, not investment advice.

Asset	Type	Estimated range	Confidence	Came from
MSFT Morgan Stanley - Portfolio Management Active Assets Account	Stock	$6M–$30.1M	Medium	Report
Morgan Stanley - Portfolio Management Active Assets Account	Option	$1.5M–$6M	High	Report
VOO Morgan Stanley - Portfolio Management ⇒ Vanguard S&P 500 ETF	Fund/ETF	$1M–$5M	High	Report
SPY Morgan Stanley - Active Asset Account # 1 ⇒ SPDR S&P 500 (SP	Fund/ETF	$615K–$1.2M	High	Report
AAPL Morgan Stanley - Active Asset Account # 3 ⇒ Apple Inc. (AAPL	Stock	$551K–$1.1M	High	Report
VFORX Tusk Strategies 401(k) Profit Sharing Plan ⇒ Vanguard Target	Fund/ETF	$280K–$600K	High	Report
META Morgan Stanley - Active Asset Account # 3 ⇒ Meta Platforms,	Stock	$266K–$565K	High	Report
FXAIX Tusk Strategies 401(k) Profit Sharing Plan ⇒ Fidelity 500 In	Fund/ETF	$265K–$550K	High	Report
JANA STRATEGIC INVESTMENTS BENCHMARK FUND, LP	Private fund	$250K–$500K	High	Report
DC College Savings - Dependent # 1 ⇒ DC College Savings in C	529 Plan	$250K–$500K	High	Report
Morgan Stanley - Active Asset Account # 1 ⇒ Blackstone Real	Other	$250K–$500K	High	Report
XCAPX Morgan Stanley - Traditional Inherited IRA ⇒ ACAP Strategic	Fund/ETF	$250K–$500K	High	Report
QQQ Morgan Stanley - Portfolio Management ⇒ Invesco QQQ Trust, S	Fund/ETF	$130K–$350K	High	Report
Tusk Venture Partners I GP, LLC	Private	$100K–$250K	High	Report
DC College Savings - Dependent # 2 ⇒ DC College Savings 2028	529 Plan	$100K–$250K	High	Report
Microsoft 401(k) ⇒ BTC LifePath	Fund/ETF	$100K–$250K	High	Report
VRNIX Microsoft 401(k) ⇒ Vanguard Russell 1000 Index Fd Insti Cl (	Fund/ETF	$100K–$250K	High	Report
AMZN Morgan Stanley - Active Asset Account # 3 ⇒ Amazon.com, Inc.	Stock	$100K–$250K	High	Report
APDYX Morgan Stanley - Portfolio Management ⇒ Artisan Developing W	Fund/ETF	$100K–$250K	High	Report
PAVE Morgan Stanley - Portfolio Management ⇒ Global X Funds Globa	Fund/ETF	$100K–$250K	High	Report
IYW Morgan Stanley - Portfolio Management ⇒ iShares U.S. Technol	Fund/ETF	$100K–$250K	High	Report
FAMRX Wells Fargo - SEP IRA ⇒ Fidelity Asset Manager 85% (FAMRX)	Fund/ETF	$100K–$250K	High	Report
WPP - Vanguard - The Savings & Investment Plan ⇒ Vanguard Ta	Fund/ETF	$100K–$250K	High	Report
MVRXX Morgan Stanley - Portfolio Management ⇒ Morgan Stanley Insti	Fund/ETF	$66K–$165K	High	Report
DIA Morgan Stanley - Active Asset Account # 1 ⇒ SPDR Dow Jones I	Fund/ETF	$65K–$150K	High	Report
LLY Morgan Stanley - Active Asset Account # 3 ⇒ Eli Lilly and Co	Stock	$65K–$150K	High	Report
NVDA Morgan Stanley - Select UMA Account # 1 ⇒ NVIDIA Corporation	Stock	$51K–$115K	High	Report
AGTHX Morgan Stanley - SEP / Traditional IRA ⇒ The Growth Fund of	Fund/ETF	$51K–$115K	High	Report
DC College Savings - Dependent # 2 ⇒ U.S. Large Cap Equity P	529 Plan	$50K–$100K	High	Report
DC College Savings - Dependent # 2 ⇒ U.S. Small Cap Equity P	529 Plan	$50K–$100K	High	Report
CRCL Morgan Stanley - Active Asset Account # 2 ⇒ Circle Internet	Stock	$50K–$100K	High	Report
UAL Morgan Stanley - Active Asset Account # 3 ⇒ United Airlines	Stock	$50K–$100K	High	Report
IJH Morgan Stanley - Portfolio Management ⇒ iShares Core S&P Mid	Fund/ETF	$50K–$100K	High	Report
GOOG Morgan Stanley - Select UMA Account # 1 ⇒ Alphabet Inc. - Cl	Stock	$50K–$100K	High	Report
RSESX Morgan Stanley - Traditional IRA ⇒ U.S. Strategic Equity Fun	Fund/ETF	$50K–$100K	High	Report
Tusk Strategies Inc. Retirement Plan ⇒ VIP Portfolio 7.a	Other	$50K–$100K	High	Report
SCHF Wealthfront ⇒ Schwab International Equity ETF (SCHF)	Fund/ETF	$50K–$100K	High	Report
WPP - Vanguard - The Savings & Investment Plan ⇒ Fidelity Mi	Other	$50K–$100K	High	Report
WPP - Vanguard - The Savings & Investment Plan ⇒ T Rowe Intl	Fund/ETF	$50K–$100K	High	Report
CSCO Morgan Stanley - Select UMA Account # 1 ⇒ Cisco Systems, Inc	Stock	$16K–$65K	High	Report
JNJ Morgan Stanley - Select UMA Account # 1 ⇒ Johnson & Johnson	Stock	$16K–$65K	High	Report
CAIBX Morgan Stanley - SEP / Traditional IRA ⇒ Capital Income Buil	Fund/ETF	$16K–$65K	High	Report
AWSHX Morgan Stanley - SEP / Traditional IRA ⇒ Washington Mutual I	Fund/ETF	$16K–$65K	High	Report
Barclays - Savings Account	Cash	$15K–$50K	High	Report
JPMorgan Chase Bank, N.A	Cash	$15K–$50K	High	Report
Synchrony Bank	Cash	$15K–$50K	High	Report
Tusk Venture Partners III GP LLC	Private	$15K–$50K	High	Report
Wells Fargo Bank Accounts	Cash	$15K–$50K	High	Report
WPP WPP plc American Depositary Shares (WPP)	Stock	$15K–$50K	High	Report
Asbury Advisors LLC ⇒ Wells Fargo Bank Accounts	Cash	$15K–$50K	High	Report
Fidelity Brokerage ⇒ Fidelity Cash	Cash	$15K–$50K	High	Report
SPAXX Fidelity Brokerage ⇒ Fidelity Government Money Market Fund (	Fund/ETF	$15K–$50K	High	Report
Morgan Stanley - Portfolio Management Active Assets Account	Cash	$15K–$50K	High	Report
ALIZY Morgan Stanley - Select UMA Account # 1 ⇒ Allianz SE ADR (AL	Other	$15K–$50K	High	Report
BLK Morgan Stanley - Select UMA Account # 1 ⇒ BlackRock, Inc. (B	Stock	$15K–$50K	High	Report
AVGO Morgan Stanley - Select UMA Account # 1 ⇒ Broadcom Inc. - Co	Stock	$15K–$50K	High	Report
SCHW Morgan Stanley - Select UMA Account # 1 ⇒ Charles Schwab Cor	Stock	$15K–$50K	High	Report
CVX Morgan Stanley - Select UMA Account # 1 ⇒ Chevron Corporatio	Stock	$15K–$50K	High	Report
CINF Morgan Stanley - Select UMA Account # 1 ⇒ Cincinnati Financi	Stock	$15K–$50K	High	Report
GLW Morgan Stanley - Select UMA Account # 1 ⇒ Corning Incorporat	Stock	$15K–$50K	High	Report
DBSDY Morgan Stanley - Select UMA Account # 1 ⇒ Dbs Group Holdings	Stock	$15K–$50K	High	Report
D Morgan Stanley - Select UMA Account # 1 ⇒ Dominion Energy, I	Stock	$15K–$50K	High	Report
FAST Morgan Stanley - Select UMA Account # 1 ⇒ Fastenal Company (	Stock	$15K–$50K	High	Report
IVV Morgan Stanley - Select UMA Account # 1 ⇒ iShares Core S&P 5	Fund/ETF	$15K–$50K	High	Report
IWB Morgan Stanley - Select UMA Account # 1 ⇒ iShares Russell 10	Fund/ETF	$15K–$50K	High	Report
LOW Morgan Stanley - Select UMA Account # 1 ⇒ Lowe's Companies,	Stock	$15K–$50K	High	Report
MA Morgan Stanley - Select UMA Account # 1 ⇒ Mastercard Incorpo	Stock	$15K–$50K	High	Report
NFLX Morgan Stanley - Select UMA Account # 1 ⇒ Netflix, Inc. - Co	Stock	$15K–$50K	High	Report
NSC Morgan Stanley - Select UMA Account # 1 ⇒ Norfolk Southern C	Stock	$15K–$50K	High	Report
NOC Morgan Stanley - Select UMA Account # 1 ⇒ Northrop Grumman C	Stock	$15K–$50K	High	Report
PAYX Morgan Stanley - Select UMA Account # 1 ⇒ Paychex, Inc. (PAY	Stock	$15K–$50K	High	Report
PGR Morgan Stanley - Select UMA Account # 1 ⇒ Progressive Corpor	Stock	$15K–$50K	High	Report
SBUX Morgan Stanley - Select UMA Account # 1 ⇒ Starbucks Corporat	Stock	$15K–$50K	High	Report
TSM Morgan Stanley - Select UMA Account # 1 ⇒ Taiwan Semiconduct	Stock	$15K–$50K	High	Report
TSLA Morgan Stanley - Select UMA Account # 1 ⇒ Tesla, Inc. (TSLA)	Stock	$15K–$50K	High	Report
TXN Morgan Stanley - Select UMA Account # 1 ⇒ Texas Instruments	Stock	$15K–$50K	High	Report
RSP Morgan Stanley - SEP / Traditional IRA ⇒ Invesco S&P 500 Equ	Fund/ETF	$15K–$50K	High	Report
RGESX Morgan Stanley - Traditional IRA ⇒ Global Equity Fund Class	Fund/ETF	$15K–$50K	High	Report
RINTX Morgan Stanley - Traditional IRA ⇒ International Developed M	Fund/ETF	$15K–$50K	High	Report
FEMKX Tusk Strategies 401(k) Profit Sharing Plan ⇒ Fidelity Emergi	Fund/ETF	$15K–$50K	High	Report
FSMDX Tusk Strategies 401(k) Profit Sharing Plan ⇒ Fidelity Mid Ca	Fund/ETF	$15K–$50K	High	Report
MIEIX Tusk Strategies 401(k) Profit Sharing Plan ⇒ MFS Institution	Fund/ETF	$15K–$50K	High	Report
VXF Wealthfront ⇒ Vanguard Extended Market ETF (VXF)	Fund/ETF	$15K–$50K	High	Report
VWO Wealthfront ⇒ Vanguard FTSE Emerging Markets ETF (VWO)	Fund/ETF	$15K–$50K	High	Report
WPP - Vanguard - The Savings & Investment Plan ⇒ Fidelity In	Other	$15K–$50K	High	Report
NTDOY Morgan Stanley - Select UMA Account # 1 ⇒ Nintendo Co Ltd AD	Stock	$1–$49K	Medium	Report
BRK.B Morgan Stanley - Select UMA Account # 1 ⇒ Berkshire Hathaway	Stock	$0–$48K	Medium	Report
NSRGY Morgan Stanley - Select UMA Account # 1 ⇒ Nestle SA Sponsore	Stock	$0–$46K	Medium	Report
AMD Advanced Micro Devices, Inc. (AMD)	Stock	$3K–$45K	Medium	Later trade
APD Morgan Stanley - Select UMA Account # 1 ⇒ Air Products and C	Stock	$2K–$30K	Medium	Report
GS Morgan Stanley - Select UMA Account # 1 ⇒ Goldman Sachs Grou	Stock	$2K–$30K	Medium	Report
XOM Exxon Mobil Corporation Common Stock (XOM)	Stock	$2K–$30K	Medium	Later trade
MNST Monster Beverage Corporation - Common Stock (MNST)	Stock	$2K–$30K	Medium	Later trade
PANW Palo Alto Networks, Inc. (PANW)	Stock	$2K–$30K	Medium	Later trade
GOOGN Alphabet Inc. - Depositary Shares representing a 1/20th Inte	Stock	$2K–$30K	Medium	Later trade
AIVSX Morgan Stanley - Roth IRA ⇒ American Funds Investment Co of	Fund/ETF	$2K–$30K	High	Report
SMCWX Morgan Stanley - Roth IRA ⇒ American Funds SMALLCAP World A	Fund/ETF	$2K–$30K	High	Report
Wells Fargo - Brokerage ⇒ Wells Fargo Bank, N.A.	Cash	$2K–$30K	High	Report
NTES Morgan Stanley - Select UMA Account # 1 ⇒ NetEase, Inc. - Am	Stock	$1K–$29K	Medium	Report
V Wealthfront ⇒ Visa Inc. (V)	Stock	$1K–$29K	Medium	Report
Ford Interest Advantage	Cash	$1K–$15K	High	Report
Morgan Stanley - Active Asset Account # 1 ⇒ Morgan Stanley B	Cash	$1K–$15K	High	Report
Morgan Stanley - Active Asset Account # 2 ⇒ Morgan Stanley B	Cash	$1K–$15K	High	Report
Morgan Stanley - Active Asset Account # 3 ⇒ Morgan Stanley B	Cash	$1K–$15K	High	Report
Morgan Stanley - Portfolio Management ⇒ Morgan Stanley Bank	Cash	$1K–$15K	High	Report
Morgan Stanley - Select UMA Account # 1 ⇒ Morgan Stanley Ban	Cash	$1K–$15K	High	Report
Morgan Stanley - SEP / Traditional IRA ⇒ Morgan Stanley Bank	Cash	$1K–$15K	High	Report
Wells Fargo - SEP IRA ⇒ Wells Fargo Bank, N.A.	Cash	$1K–$15K	High	Report

193 small positions (each ≤ $15K), total $182K–$2.9M, 20 from later trades. Click to expand.

Asset	Type	Estimated range	Confidence	Came from
QPG Ambassador Investors LLC	Private	$1K–$15K	High	Report
Tusk Venture Partners II GP, LLC	Private	$1K–$15K	High	Report
IBAFX DC College Savings - Dependent # 2 ⇒ Intermediate Bond Fund	Fund/ETF	$1K–$15K	High	Report
AMCPX Morgan Stanley - Roth IRA ⇒ AMCAP Fund, Class A Shares A (AM	Fund/ETF	$1K–$15K	High	Report
ABALX Morgan Stanley - Roth IRA ⇒ American Balanced Fund, Class A	Fund/ETF	$1K–$15K	High	Report
ANWPX Morgan Stanley - Roth IRA ⇒ New Perspective Fund, Class A Sh	Fund/ETF	$1K–$15K	High	Report
AEIS Morgan Stanley - Select UMA Account # 1 ⇒ Advanced Energy In	Stock	$1K–$15K	High	Report
ADYEY Morgan Stanley - Select UMA Account # 1 ⇒ Adyen N V Unsponso	Other	$1K–$15K	High	Report
AGIO Morgan Stanley - Select UMA Account # 1 ⇒ Agios Pharmaceutic	Stock	$1K–$15K	High	Report
AAGIY Morgan Stanley - Select UMA Account # 1 ⇒ AIA Group, Ltd. Sp	Stock	$1K–$15K	High	Report
ALFVY Morgan Stanley - Select UMA Account # 1 ⇒ Alfa-Laval Ab Unsp	Stock	$1K–$15K	High	Report
ALGM Morgan Stanley - Select UMA Account # 1 ⇒ Allegro MicroSyste	Stock	$1K–$15K	High	Report
ABCB Morgan Stanley - Select UMA Account # 1 ⇒ Ameris Bancorp (AB	Stock	$1K–$15K	High	Report
APH Morgan Stanley - Select UMA Account # 1 ⇒ Amphenol Corporati	Stock	$1K–$15K	High	Report
APPF Morgan Stanley - Select UMA Account # 1 ⇒ AppFolio, Inc. - C	Stock	$1K–$15K	High	Report
APP Morgan Stanley - Select UMA Account # 1 ⇒ Applovin Corporati	Stock	$1K–$15K	High	Report
ARQT Morgan Stanley - Select UMA Account # 1 ⇒ Arcutis Biotherape	Stock	$1K–$15K	High	Report
ANET Morgan Stanley - Select UMA Account # 1 ⇒ Arista Networks, I	Stock	$1K–$15K	High	Report
AORT Morgan Stanley - Select UMA Account # 1 ⇒ Artivion, Inc. (AO	Stock	$1K–$15K	High	Report
ABG Morgan Stanley - Select UMA Account # 1 ⇒ Asbury Automotive	Stock	$1K–$15K	High	Report
ASML Morgan Stanley - Select UMA Account # 1 ⇒ ASML Holding N.V.	Stock	$1K–$15K	High	Report
ASAZY Morgan Stanley - Select UMA Account # 1 ⇒ Assa Abloy AB Unsp	Stock	$1K–$15K	High	Report
ATLKY Morgan Stanley - Select UMA Account # 1 ⇒ Atlas Copco Ab Spo	Stock	$1K–$15K	High	Report
ATRC Morgan Stanley - Select UMA Account # 1 ⇒ AtriCure, Inc. (AT	Stock	$1K–$15K	High	Report
AZO Morgan Stanley - Select UMA Account # 1 ⇒ AutoZone, Inc. (AZ	Stock	$1K–$15K	High	Report
AVNT Morgan Stanley - Select UMA Account # 1 ⇒ Avient Corporation	Stock	$1K–$15K	High	Report
BCPC Morgan Stanley - Select UMA Account # 1 ⇒ Balchem Corporatio	Stock	$1K–$15K	High	Report
BBVA Morgan Stanley - Select UMA Account # 1 ⇒ Banco Bilbao Vizca	Stock	$1K–$15K	High	Report
BCRX Morgan Stanley - Select UMA Account # 1 ⇒ BioCryst Pharmaceu	Stock	$1K–$15K	High	Report
BX Morgan Stanley - Select UMA Account # 1 ⇒ Blackstone Inc. Co	Stock	$1K–$15K	High	Report
BOOT Morgan Stanley - Select UMA Account # 1 ⇒ Boot Barn Holdings	Stock	$1K–$15K	High	Report
CNI Morgan Stanley - Select UMA Account # 1 ⇒ Canadian National	Stock	$1K–$15K	High	Report
CATY Morgan Stanley - Select UMA Account # 1 ⇒ Cathay General Ban	Stock	$1K–$15K	High	Report
CENTA Morgan Stanley - Select UMA Account # 1 ⇒ Central Garden & P	Stock	$1K–$15K	High	Report
SKY Morgan Stanley - Select UMA Account # 1 ⇒ Champion Homes, In	Stock	$1K–$15K	High	Report
CHRD Morgan Stanley - Select UMA Account # 1 ⇒ Chord Energy Corpo	Stock	$1K–$15K	High	Report
CB Morgan Stanley - Select UMA Account # 1 ⇒ Chubb Limited Comm	Stock	$1K–$15K	High	Report
CHGCY Morgan Stanley - Select UMA Account # 1 ⇒ Chugai Pharmaceuti	Stock	$1K–$15K	High	Report
KO Morgan Stanley - Select UMA Account # 1 ⇒ Coca-Cola Company	Stock	$1K–$15K	High	Report
CNS Morgan Stanley - Select UMA Account # 1 ⇒ Cohen & Steers Inc	Stock	$1K–$15K	High	Report
BAP Morgan Stanley - Select UMA Account # 1 ⇒ Credicorp Ltd. Com	Stock	$1K–$15K	High	Report
CRNX Morgan Stanley - Select UMA Account # 1 ⇒ Crinetics Pharmace	Stock	$1K–$15K	High	Report
CSW Morgan Stanley - Select UMA Account # 1 ⇒ CSW Industrials, I	Stock	$1K–$15K	High	Report
DHI Morgan Stanley - Select UMA Account # 1 ⇒ D.R. Horton, Inc.	Stock	$1K–$15K	High	Report
DFKCY Morgan Stanley - Select UMA Account # 1 ⇒ Daifuku Co., Ltd A	Other	$1K–$15K	High	Report
DASTY Morgan Stanley - Select UMA Account # 1 ⇒ Dassault Systemes,	Stock	$1K–$15K	High	Report
DSCSY Morgan Stanley - Select UMA Account # 1 ⇒ DISCO CORP UNSP /A	Stock	$1K–$15K	High	Report
DASH Morgan Stanley - Select UMA Account # 1 ⇒ DoorDash, Inc. - C	Stock	$1K–$15K	High	Report
DCO Morgan Stanley - Select UMA Account # 1 ⇒ Ducommun Incorpora	Stock	$1K–$15K	High	Report
ETN Morgan Stanley - Select UMA Account # 1 ⇒ Eaton Corporation,	Stock	$1K–$15K	High	Report
EPOAY Morgan Stanley - Select UMA Account # 1 ⇒ EPIROC AKTIEBOLAG	Stock	$1K–$15K	High	Report
FMX Morgan Stanley - Select UMA Account # 1 ⇒ Fomento Economico	Stock	$1K–$15K	High	Report
GTES Morgan Stanley - Select UMA Account # 1 ⇒ Gates Industrial C	Stock	$1K–$15K	High	Report
GMAB Morgan Stanley - Select UMA Account # 1 ⇒ Genmab A/S - Ameri	Stock	$1K–$15K	High	Report
GBCI Morgan Stanley - Select UMA Account # 1 ⇒ Glacier Bancorp, I	Stock	$1K–$15K	High	Report
GMED Morgan Stanley - Select UMA Account # 1 ⇒ Globus Medical, In	Stock	$1K–$15K	High	Report
LOPE Morgan Stanley - Select UMA Account # 1 ⇒ Grand Canyon Educa	Stock	$1K–$15K	High	Report
GBOOY Morgan Stanley - Select UMA Account # 1 ⇒ Grupo Financiero B	Stock	$1K–$15K	High	Report
HSHCY Morgan Stanley - Select UMA Account # 1 ⇒ HAIER SMART HOME U	Stock	$1K–$15K	High	Report
HLN Morgan Stanley - Select UMA Account # 1 ⇒ Haleon plc America	Stock	$1K–$15K	High	Report
HALO Morgan Stanley - Select UMA Account # 1 ⇒ Halozyme Therapeut	Stock	$1K–$15K	High	Report
HQY Morgan Stanley - Select UMA Account # 1 ⇒ HealthEquity, Inc.	Stock	$1K–$15K	High	Report
HMN Morgan Stanley - Select UMA Account # 1 ⇒ Horace Mann Educat	Stock	$1K–$15K	High	Report
HLI Morgan Stanley - Select UMA Account # 1 ⇒ Houlihan Lokey, In	Stock	$1K–$15K	High	Report
ICUI Morgan Stanley - Select UMA Account # 1 ⇒ ICU Medical, Inc.	Stock	$1K–$15K	High	Report
IDA Morgan Stanley - Select UMA Account # 1 ⇒ IDACORP, Inc. (IDA	Stock	$1K–$15K	High	Report
IRT Morgan Stanley - Select UMA Account # 1 ⇒ Independence Realt	Stock	$1K–$15K	High	Report
INDB Morgan Stanley - Select UMA Account # 1 ⇒ Independent Bank C	Stock	$1K–$15K	High	Report
ICE Morgan Stanley - Select UMA Account # 1 ⇒ Intercontinental E	Stock	$1K–$15K	Medium	Report
ISRG Morgan Stanley - Select UMA Account # 1 ⇒ Intuitive Surgical	Stock	$1K–$15K	High	Report
IWF Morgan Stanley - Select UMA Account # 1 ⇒ iShares Russell 10	Fund/ETF	$1K–$15K	High	Report
IWM Morgan Stanley - Select UMA Account # 1 ⇒ iShares Russell 20	Fund/ETF	$1K–$15K	High	Report
ITT Morgan Stanley - Select UMA Account # 1 ⇒ ITT Inc. (ITT)	Stock	$1K–$15K	High	Report
KMTUY Morgan Stanley - Select UMA Account # 1 ⇒ Komatsu Ltd Ord Am	Stock	$1K–$15K	High	Report
AIQUY Morgan Stanley - Select UMA Account # 1 ⇒ L'Air Liquide Ord	Stock	$1K–$15K	High	Report
LRLCY Morgan Stanley - Select UMA Account # 1 ⇒ L'Oreal Co. Americ	Stock	$1K–$15K	High	Report
LRCX Morgan Stanley - Select UMA Account # 1 ⇒ Lam Research Corpo	Stock	$1K–$15K	High	Report
LIN Morgan Stanley - Select UMA Account # 1 ⇒ Linde plc Ordinary	Stock	$1K–$15K	High	Report
MTSI Morgan Stanley - Select UMA Account # 1 ⇒ MACOM Technology S	Stock	$1K–$15K	High	Report
MGY Morgan Stanley - Select UMA Account # 1 ⇒ Magnolia Oil & Gas	Stock	$1K–$15K	High	Report
MFC Morgan Stanley - Select UMA Account # 1 ⇒ Manulife Financial	Stock	$1K–$15K	High	Report
MTDR Morgan Stanley - Select UMA Account # 1 ⇒ Matador Resources	Stock	$1K–$15K	High	Report
MCK Morgan Stanley - Select UMA Account # 1 ⇒ McKesson Corporati	Stock	$1K–$15K	High	Report
MEDP Morgan Stanley - Select UMA Account # 1 ⇒ Medpace Holdings,	Stock	$1K–$15K	High	Report
MELI Morgan Stanley - Select UMA Account # 1 ⇒ MercadoLibre, Inc.	Stock	$1K–$15K	High	Report
MRK Morgan Stanley - Select UMA Account # 1 ⇒ Merck & Company, I	Stock	$1K–$15K	Medium	Report
MTX Morgan Stanley - Select UMA Account # 1 ⇒ Minerals Technolog	Stock	$1K–$15K	High	Report
NTRA Morgan Stanley - Select UMA Account # 1 ⇒ Natera, Inc. - Com	Stock	$1K–$15K	High	Report
NHI Morgan Stanley - Select UMA Account # 1 ⇒ National Health In	Stock	$1K–$15K	High	Report
NWE Morgan Stanley - Select UMA Account # 1 ⇒ NorthWestern Corpo	Stock	$1K–$15K	High	Report
NOVT Morgan Stanley - Select UMA Account # 1 ⇒ Novanta Inc. - Com	Stock	$1K–$15K	High	Report
OCFC Morgan Stanley - Select UMA Account # 1 ⇒ OceanFirst Financi	Stock	$1K–$15K	High	Report
ORCL Morgan Stanley - Select UMA Account # 1 ⇒ Oracle Corporation	Stock	$1K–$15K	High	Report
OXM Morgan Stanley - Select UMA Account # 1 ⇒ Oxford Industries,	Stock	$1K–$15K	High	Report
PATK Morgan Stanley - Select UMA Account # 1 ⇒ Patrick Industries	Stock	$1K–$15K	High	Report
PWP Morgan Stanley - Select UMA Account # 1 ⇒ Perella Weinberg P	Stock	$1K–$15K	High	Report
PNGAY Morgan Stanley - Select UMA Account # 1 ⇒ PING AN INS CO OF	Stock	$1K–$15K	High	Report
PRIM Morgan Stanley - Select UMA Account # 1 ⇒ Primoris Services	Stock	$1K–$15K	High	Report
TLK Morgan Stanley - Select UMA Account # 1 ⇒ PT Telekomunikasi	Stock	$1K–$15K	High	Report
PWR Morgan Stanley - Select UMA Account # 1 ⇒ Quanta Services, I	Stock	$1K–$15K	High	Report
ROLL Morgan Stanley - Select UMA Account # 1 ⇒ RBC Bearings Incor	Stock	$1K–$15K	High	Report
RVLV Morgan Stanley - Select UMA Account # 1 ⇒ Revolve Group, Inc	Stock	$1K–$15K	High	Report
RIO Morgan Stanley - Select UMA Account # 1 ⇒ Rio Tinto Plc (RIO	Stock	$1K–$15K	High	Report
RHHBY Morgan Stanley - Select UMA Account # 1 ⇒ Roche Holdings AG	Stock	$1K–$15K	High	Report
RTX Morgan Stanley - Select UMA Account # 1 ⇒ RTX Corporation Co	Stock	$1K–$15K	High	Report
RHP Morgan Stanley - Select UMA Account # 1 ⇒ Ryman Hospitality	Stock	$1K–$15K	High	Report
SAP Morgan Stanley - Select UMA Account # 1 ⇒ SAP SE ADS (SAP)	Stock	$1K–$15K	High	Report
SBGSY Morgan Stanley - Select UMA Account # 1 ⇒ Schneider Electric	Stock	$1K–$15K	High	Report
SE Morgan Stanley - Select UMA Account # 1 ⇒ Sea Limited Americ	Stock	$1K–$15K	Medium	Report
SBCF Morgan Stanley - Select UMA Account # 1 ⇒ Seacoast Banking C	Stock	$1K–$15K	High	Report
SHEL Morgan Stanley - Select UMA Account # 1 ⇒ Shell PLC American	Stock	$1K–$15K	High	Report
SGIOY Morgan Stanley - Select UMA Account # 1 ⇒ Shionogi & Co Ltd	Stock	$1K–$15K	High	Report
SHOP Morgan Stanley - Select UMA Account # 1 ⇒ Shopify Inc. Class	Stock	$1K–$15K	High	Report
SLGN Morgan Stanley - Select UMA Account # 1 ⇒ Silgan Holdings In	Stock	$1K–$15K	High	Report
SLAB Morgan Stanley - Select UMA Account # 1 ⇒ Silicon Laboratori	Stock	$1K–$15K	High	Report
SNOW Morgan Stanley - Select UMA Account # 1 ⇒ Snowflake Inc. Com	Stock	$1K–$15K	High	Report
SONVY Morgan Stanley - Select UMA Account # 1 ⇒ Sonova Holding AG	Stock	$1K–$15K	High	Report
SONY Morgan Stanley - Select UMA Account # 1 ⇒ Sony Group Corpora	Stock	$1K–$15K	High	Report
SPOT Morgan Stanley - Select UMA Account # 1 ⇒ Spotify Technology	Stock	$1K–$15K	High	Report
SPXC Morgan Stanley - Select UMA Account # 1 ⇒ SPX Corporation (S	Stock	$1K–$15K	High	Report
STAG Morgan Stanley - Select UMA Account # 1 ⇒ Stag Industrial, I	Stock	$1K–$15K	High	Report
STRL Morgan Stanley - Select UMA Account # 1 ⇒ Sterling Infrastru	Stock	$1K–$15K	High	Report
SF Morgan Stanley - Select UMA Account # 1 ⇒ Stifel Financial C	Stock	$1K–$15K	High	Report
SUPN Morgan Stanley - Select UMA Account # 1 ⇒ Supernus Pharmaceu	Stock	$1K–$15K	High	Report
SYIEY Morgan Stanley - Select UMA Account # 1 ⇒ Symrise Ag Unspons	Stock	$1K–$15K	High	Report
SNPS Morgan Stanley - Select UMA Account # 1 ⇒ Synopsys, Inc. (SN	Stock	$1K–$15K	High	Report
TNDM Morgan Stanley - Select UMA Account # 1 ⇒ Tandem Diabetes Ca	Stock	$1K–$15K	High	Report
TEL Morgan Stanley - Select UMA Account # 1 ⇒ TE Connectivity pl	Stock	$1K–$15K	High	Report
TTNDY Morgan Stanley - Select UMA Account # 1 ⇒ TECHTRONIC INDUS L	Stock	$1K–$15K	High	Report
TCEHY Morgan Stanley - Select UMA Account # 1 ⇒ Tencent Holdings L	Stock	$1K–$15K	High	Report
TCBI Morgan Stanley - Select UMA Account # 1 ⇒ Texas Capital Banc	Stock	$1K–$15K	High	Report
TXRH Morgan Stanley - Select UMA Account # 1 ⇒ Texas Roadhouse, I	Stock	$1K–$15K	High	Report
DSGX Morgan Stanley - Select UMA Account # 1 ⇒ The Descartes Syst	Stock	$1K–$15K	High	Report
COCO Morgan Stanley - Select UMA Account # 1 ⇒ The Vita Coco Comp	Stock	$1K–$15K	High	Report
TT Morgan Stanley - Select UMA Account # 1 ⇒ Trane Technologies	Stock	$1K–$15K	High	Report
TDG Morgan Stanley - Select UMA Account # 1 ⇒ Transdigm Group In	Stock	$1K–$15K	High	Report
TWLO Morgan Stanley - Select UMA Account # 1 ⇒ Twilio Inc. Class	Stock	$1K–$15K	Medium	Report
UFPI Morgan Stanley - Select UMA Account # 1 ⇒ UFP Industries, In	Stock	$1K–$15K	High	Report
UMBF Morgan Stanley - Select UMA Account # 1 ⇒ UMB Financial Corp	Stock	$1K–$15K	High	Report
VEU Morgan Stanley - Select UMA Account # 1 ⇒ Vanguard FTSE All	Fund/ETF	$1K–$15K	High	Report
VUG Morgan Stanley - Select UMA Account # 1 ⇒ Vanguard Growth ET	Fund/ETF	$1K–$15K	High	Report
VCYT Morgan Stanley - Select UMA Account # 1 ⇒ Veracyte, Inc. (VC	Stock	$1K–$15K	High	Report
VIAV Morgan Stanley - Select UMA Account # 1 ⇒ Viavi Solutions In	Stock	$1K–$15K	High	Report
GWW Morgan Stanley - Select UMA Account # 1 ⇒ W.W. Grainger, Inc	Stock	$1K–$15K	High	Report
WMT Morgan Stanley - Select UMA Account # 1 ⇒ Walmart Inc. Commo	Stock	$1K–$15K	High	Report
RGISX Morgan Stanley - Traditional IRA ⇒ Global Infrastructure Fun	Fund/ETF	$1K–$15K	High	Report
RRESX Morgan Stanley - Traditional IRA ⇒ Global Real Estate Securi	Fund/ETF	$1K–$15K	High	Report
EFA Morgan Stanley - Traditional IRA ⇒ iShares MSCI EAFE ETF (EF	Fund/ETF	$1K–$15K	High	Report
RLESX Morgan Stanley - Traditional IRA ⇒ U.S. Small Cap Equity Fun	Fund/ETF	$1K–$15K	High	Report
FSSNX Tusk Strategies 401(k) Profit Sharing Plan ⇒ Fidelity Small	Fund/ETF	$1K–$15K	High	Report
GOOGL Wealthfront ⇒ Alphabet Inc. - Class A (GOOGL)	Stock	$1K–$15K	High	Report
BAC Wealthfront ⇒ Bank of America Corporation (BAC)	Stock	$1K–$15K	High	Report
COST Wealthfront ⇒ Costco Wholesale Corporation - Common Stock (C	Stock	$1K–$15K	High	Report
HD Wealthfront ⇒ Home Depot, Inc. (HD)	Stock	$1K–$15K	High	Report
DGRO Wealthfront ⇒ iShares Core Dividend Growth ETF (DGRO)	Fund/ETF	$1K–$15K	High	Report
IEMG Wealthfront ⇒ iShares Core MSCI Emerging Markets ETF (IEMG)	Fund/ETF	$1K–$15K	High	Report
MUB Wealthfront ⇒ iShares National Muni Bond ETF (MUB)	Fund/ETF	$1K–$15K	High	Report
JPM Wealthfront ⇒ JP Morgan Chase & Co. (JPM)	Stock	$1K–$15K	High	Report
VIG Wealthfront ⇒ Vanguard Div Appreciation ETF (VIG)	Fund/ETF	$1K–$15K	High	Report
VEA Wealthfront ⇒ Vanguard FTSE Developed Markets ETF (VEA)	Fund/ETF	$1K–$15K	High	Report
VTEB Wealthfront ⇒ Vanguard Tax-Exempt Bond ETF (VTEB)	Fund/ETF	$1K–$15K	High	Report
FDIVX Wells Fargo - SEP IRA ⇒ Fidelity Diversified International F	Fund/ETF	$1K–$15K	High	Report
GILD Gilead Sciences, Inc. - Common Stock (GILD)	Stock	$1K–$15K	Medium	Later trade
CMI Cummins Inc. Common Stock (CMI)	Stock	$1K–$15K	Medium	Later trade
GEV GE Vernova Inc. Common Stock (GEV)	Stock	$1K–$15K	Medium	Later trade
UNH UnitedHealth Group Incorporated Common Stock (UNH)	Stock	$1K–$15K	Medium	Later trade
FSS Federal Signal Corporation Common Stock (FSS)	Stock	$1K–$15K	Medium	Later trade
CBZ CBIZ, Inc. Common Stock (CBZ)	Stock	$1K–$15K	Medium	Later trade
FWRG First Watch Restaurant Group, Inc. - Common Stock (FWRG)	Stock	$1K–$15K	Medium	Later trade
IFNNY Infineon Technologies AG (IFNNY)	Stock	$1K–$15K	Medium	Later trade
INTA Intapp, Inc. - Common Stock (INTA)	Stock	$1K–$15K	Medium	Later trade
FCX Freeport-McMoRan, Inc. Common Stock (FCX)	Stock	$1K–$15K	Medium	Later trade
SNDK Sandisk Corporation - Common Stock When-Issued (SNDK)	Stock	$1K–$15K	Medium	Later trade
ADI Analog Devices, Inc. - Common Stock (ADI)	Stock	$1K–$15K	Medium	Later trade
MU Micron Technology, Inc. - Common Stock (MU)	Stock	$1K–$15K	Medium	Later trade
LITE Lumentum Holdings Inc. - Common Stock (LITE)	Stock	$1K–$15K	Medium	Later trade
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD)	Stock	$1K–$15K	Medium	Later trade
NICE NICE Ltd - American Depositary Shares each representing one	Stock	$1K–$15K	Medium	Later trade
SAIL SailPoint Technologies Holdings, Inc. (SAIL)	Stock	$1K–$15K	Medium	Later trade
GOOGM Alphabet Inc. - Depositary Shares representing a 1/20th Inte	Stock	$1K–$15K	Medium	Later trade
RSG Republic Services, Inc. Common Stock (RSG)	Stock	$1K–$15K	Medium	Later trade
QSR Restaurant Brands International Inc. Common Shares (QSR)	Stock	$1K–$15K	Medium	Later trade
MMM Morgan Stanley - Select UMA Account # 1 ⇒ 3M Company Common	Stock	$0–$14K	Medium	Report
ABT Morgan Stanley - Select UMA Account # 1 ⇒ Abbott Laboratorie	Stock	$0–$14K	Medium	Report
CVNA Morgan Stanley - Select UMA Account # 1 ⇒ Carvana Co. Class	Stock	$0–$14K	Medium	Report
XNGSY Morgan Stanley - Select UMA Account # 1 ⇒ EEN ENERGY HLDGS U	Stock	$0–$14K	Medium	Report
INSM Morgan Stanley - Select UMA Account # 1 ⇒ Insmed Incorporate	Stock	$0–$14K	Medium	Report
MCD Morgan Stanley - Select UMA Account # 1 ⇒ McDonald's Corpora	Stock	$0–$14K	Medium	Report
UBER Morgan Stanley - Select UMA Account # 1 ⇒ Uber Technologies,	Stock	$0–$14K	Medium	Report
HDB Morgan Stanley - Select UMA Account # 1 ⇒ HDFC Bank Limited	Stock	$0–$13K	Medium	Report
INTU Morgan Stanley - Select UMA Account # 1 ⇒ Intuit Inc. (INTU)	Stock	$0–$13K	Medium	Report
EPAC Morgan Stanley - Select UMA Account # 1 ⇒ Enerpac Tool Group	Stock	$1–$1K	High	Report
SSMXY Morgan Stanley - Select UMA Account # 1 ⇒ Sysmex Corporation	Stock	$1–$1K	High	Report

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.

Rep. Josh Gottheimer D-NJ05