Donald W. Norcross

U.S. House·NJ·last disclosed 2025-09-04

Disclosed book · year-end value

$6.19M

midpoint est. · $2.83M–$9.55M — not market value

60 holdings · $466K equity · $5.73M non-equity

Our verdict on their book · $-weighted, equity only

Buy1.7%Not covered98.3%

Disclosed trades

Buys · Sells

0 · 1

Median reporting lag

457d

avg 457d to disclose

Last disclosed

2025-09-04

Trade cadence · buys above, sells below · last 12 mo

Jun

What Donald W. Norcross owns now

Year-end holdings from their latest annual disclosure · 60 holdings · as of 2023

Undetermined None IBEW Local 351 Surety Plan Fixed Interest Fundnon-equity

$1.00M–$5.00M48%

Purchase Fidelity Contrafundnon-equity

$500K–$1.00M12%

TCHP

$250K–$500K6%

No call

1,000 Guaranteed Deposit Fundnon-equity

$100K–$250K3%

JT None Dividends None Lazard International Equity Fdnon-equity

$100K–$250K3%

Tax-Deferred MassMutual Diversified Bond Fdnon-equity

$100K–$250K3%

$51.0K–$115K1%

No call

Tax-Deferred Ameriprise Cert. Co.non-equity

$50.0K–$100K1%

Show all 60 holdings

200 Col VP Disc Core Cl3non-equity

$50.0K–$100K1%

1,000 Columbia Dividend Income Instl CLnon-equity

$50.0K–$100K1%

Tax-Deferred Fidelity Invt Money Market Instl CLnon-equity

$50.0K–$100K1%

Tax-Deferred IShares Core S&P 500 ETFnon-equity

$50.0K–$100K1%

nsion plan in which Congressman Norcross is vested. Neuberger Berman Large Cap Value Instlnon-equity

$50.0K–$100K1%

Tax-Deferred Principal Real Estate Secs Fdnon-equity

$50.0K–$100K1%

Allsp VT SmCpGrw Cl2non-equity

$15.0K–$50.0K1%

Tax-Deferred Allspring Spectrum Growth CL Cnon-equity

$15.0K–$50.0K1%

Dividends None Allspring Spectrum Moderate Growth CL Cnon-equity

$15.0K–$50.0K1%

Interest Not Applicable Ameriprise Insured Money Marketnon-equity

$15.0K–$50.0K1%

200 Calvert Bond Instl CLnon-equity

$15.0K–$50.0K1%

Tax-Deferred Col VP Divnd Opp Cl3non-equity

$15.0K–$50.0K1%

Tax-Deferred Col VP MidCap Gr Cl3non-equity

$15.0K–$50.0K1%

Tax-Deferred Columbia Convertible Securities Instl CLnon-equity

$15.0K–$50.0K1%

2,500 Columbia Convertible Securities Instl CLnon-equity

$15.0K–$50.0K1%

JT None Dividends None Columbia Seligman Technology & Information Instl CLnon-equity

$15.0K–$50.0K1%

200 CTIVP LoomisSylsGr C1non-equity

$15.0K–$50.0K1%

None Dividends None Fid VIP MidCap CL2non-equity

$15.0K–$50.0K1%

Tax-Deferred Fidelity Advisor Growth Opptys CL Inon-equity

$15.0K–$50.0K1%

1,000 Fidelity Advisors Growth Opportunity CL1non-equity

$15.0K–$50.0K1%

Purchase Franklin Small Cap Growth Advisor CLnon-equity

$15.0K–$50.0K1%

Dividends None Goldman Sachs GQG Partners Intl Opptys Investor CLnon-equity

$15.0K–$50.0K1%

1,000 Goldman Sachs GQG Partners Intl Opptys Investor CLnon-equity

$15.0K–$50.0K1%

2,500 IShares Core S&P Small Cap ETFnon-equity

$15.0K–$50.0K1%

1,000 IShares Core S&P Small Cap ETFnon-equity

$15.0K–$50.0K1%

Tax-Deferred MFS CL1non-equity

$15.0K–$50.0K1%

JT None Dividends None MFS Income CL1non-equity

$15.0K–$50.0K1%

Purchase MFS Income CL1non-equity

$15.0K–$50.0K1%

2,500 New Jersey Defined Contribution Retirement plannon-equity

$15.0K–$50.0K1%

Tax-Deferred TD Banknon-equity

$15.0K–$50.0K1%

200 Ameriprise Insured Money Marketnon-equity

$2.00K–$31.0K0%

2,500 Am Cent VP Intl CL IInon-equity

$1.00K–$15.0K0%

Ameriprise Insured Money Marketnon-equity

$1.00K–$15.0K0%

200 Calamos Market Neutral Income CL Inon-equity

$1.00K–$15.0K0%

FV $310.00 · Jun '26Buy

Tax-Deferred Col VP GlblStInc Cl3non-equity

$1.00K–$15.0K0%

Tax-Deferred Col VP Hgh Yld Bd CL3non-equity

$1.00K–$15.0K0%

Tax-Deferred Col VP Intmd Bnd Cl3non-equity

$1.00K–$15.0K0%

Tax-Deferred Col VP Ovrseas Core 3non-equity

$1.00K–$15.0K0%

Dividends None Columbia Strategic Income Instl CLnon-equity

$1.00K–$15.0K0%

Congressional Federal Credit Unionnon-equity

$1.00K–$15.0K0%

SP None Dividends None Fidelity Advisor Strategic Income CL Inon-equity

$1.00K–$15.0K0%

1,000 Fidelity Advisor Total Bond CL Inon-equity

$1.00K–$15.0K0%

Purchase MFS Diversified Income CL Anon-equity

$1.00K–$15.0K0%

Dividends Not Applicable MFS Emerging Markets Debt CL 1non-equity

$1.00K–$15.0K0%

Purchase MFS Intl Intrinsic Value CL Inon-equity

$1.00K–$15.0K0%

200 Value Line Asset Alloc Instl CLnon-equity

$1.00K–$15.0K0%

Tax-Deferred Wanger USAnon-equity

$1.00K–$15.0K0%

Tax-Deferred Healthcare Employees Federal Credit Unionnon-equity

$1.00–$1.00K0%

200 Truist Banknon-equity

$1.00–$1.00K0%

200 Vanguard Mid Cap Index Fundnon-equity

$1.00–$1.00K0%

Tax-Deferred Vanguard Small Cap Index Fundnon-equity

$1.00–$1.00K0%

Reported asset value, disclosed ranges · how we built this

What Donald W. Norcross did

1 disclosed trade

2025-09-04TDToronto Dominion BankSell

$15.0K–$50.0K

filed 457d latetraded 2024-06-04PTR ↗

How we built this

Holdings come from Donald W. Norcross's latest annual STOCK Act financial disclosure — the year-end value of each asset, reported in ranges.

Figures cover the household as disclosed (self, spouse & dependents). Amounts are STOCK Act ranges, never exact. Disclosures lag the trade by up to ~45 days.

Our Buy/Hold/Sell verdict and fair value are our own SEC-grounded ratings of each stock — not a view on the member's trade, and not investment advice.

Source: U.S. House Clerk + U.S. Senate eFD (public records).

What Donald W. Norcross owns now

Year-end holdings from their latest annual disclosure · 60 holdings · as of 2023

Undetermined None IBEW Local 351 Surety Plan Fixed Interest Fundnon-equity

$1.00M–$5.00M48%

Purchase Fidelity Contrafundnon-equity

$500K–$1.00M12%

TCHP

$250K–$500K6%

No call

1,000 Guaranteed Deposit Fundnon-equity

$100K–$250K3%

JT None Dividends None Lazard International Equity Fdnon-equity

$100K–$250K3%

Tax-Deferred MassMutual Diversified Bond Fdnon-equity

$100K–$250K3%

$51.0K–$115K1%

No call

Tax-Deferred Ameriprise Cert. Co.non-equity

$50.0K–$100K1%

Show all 60 holdings

200 Col VP Disc Core Cl3non-equity

$50.0K–$100K1%

1,000 Columbia Dividend Income Instl CLnon-equity

$50.0K–$100K1%

Tax-Deferred Fidelity Invt Money Market Instl CLnon-equity

$50.0K–$100K1%

Tax-Deferred IShares Core S&P 500 ETFnon-equity

$50.0K–$100K1%

nsion plan in which Congressman Norcross is vested. Neuberger Berman Large Cap Value Instlnon-equity

$50.0K–$100K1%

Tax-Deferred Principal Real Estate Secs Fdnon-equity

$50.0K–$100K1%

Allsp VT SmCpGrw Cl2non-equity

$15.0K–$50.0K1%

Tax-Deferred Allspring Spectrum Growth CL Cnon-equity

$15.0K–$50.0K1%

Dividends None Allspring Spectrum Moderate Growth CL Cnon-equity

$15.0K–$50.0K1%

Interest Not Applicable Ameriprise Insured Money Marketnon-equity

$15.0K–$50.0K1%

200 Calvert Bond Instl CLnon-equity

$15.0K–$50.0K1%

Tax-Deferred Col VP Divnd Opp Cl3non-equity

$15.0K–$50.0K1%

Tax-Deferred Col VP MidCap Gr Cl3non-equity

$15.0K–$50.0K1%

Tax-Deferred Columbia Convertible Securities Instl CLnon-equity

$15.0K–$50.0K1%

2,500 Columbia Convertible Securities Instl CLnon-equity

$15.0K–$50.0K1%

JT None Dividends None Columbia Seligman Technology & Information Instl CLnon-equity

$15.0K–$50.0K1%

200 CTIVP LoomisSylsGr C1non-equity

$15.0K–$50.0K1%

None Dividends None Fid VIP MidCap CL2non-equity

$15.0K–$50.0K1%

Tax-Deferred Fidelity Advisor Growth Opptys CL Inon-equity

$15.0K–$50.0K1%

1,000 Fidelity Advisors Growth Opportunity CL1non-equity

$15.0K–$50.0K1%

Purchase Franklin Small Cap Growth Advisor CLnon-equity

$15.0K–$50.0K1%

Dividends None Goldman Sachs GQG Partners Intl Opptys Investor CLnon-equity

$15.0K–$50.0K1%

1,000 Goldman Sachs GQG Partners Intl Opptys Investor CLnon-equity

$15.0K–$50.0K1%

2,500 IShares Core S&P Small Cap ETFnon-equity

$15.0K–$50.0K1%

1,000 IShares Core S&P Small Cap ETFnon-equity

$15.0K–$50.0K1%

Tax-Deferred MFS CL1non-equity

$15.0K–$50.0K1%

JT None Dividends None MFS Income CL1non-equity

$15.0K–$50.0K1%

Purchase MFS Income CL1non-equity

$15.0K–$50.0K1%

2,500 New Jersey Defined Contribution Retirement plannon-equity

$15.0K–$50.0K1%

Tax-Deferred TD Banknon-equity

$15.0K–$50.0K1%

200 Ameriprise Insured Money Marketnon-equity

$2.00K–$31.0K0%

2,500 Am Cent VP Intl CL IInon-equity

$1.00K–$15.0K0%

Ameriprise Insured Money Marketnon-equity

$1.00K–$15.0K0%

200 Calamos Market Neutral Income CL Inon-equity

$1.00K–$15.0K0%

FV $310.00 · Jun '26Buy

Tax-Deferred Col VP GlblStInc Cl3non-equity

$1.00K–$15.0K0%

Tax-Deferred Col VP Hgh Yld Bd CL3non-equity

$1.00K–$15.0K0%

Tax-Deferred Col VP Intmd Bnd Cl3non-equity

$1.00K–$15.0K0%

Tax-Deferred Col VP Ovrseas Core 3non-equity

$1.00K–$15.0K0%

Dividends None Columbia Strategic Income Instl CLnon-equity

$1.00K–$15.0K0%

Congressional Federal Credit Unionnon-equity

$1.00K–$15.0K0%

SP None Dividends None Fidelity Advisor Strategic Income CL Inon-equity

$1.00K–$15.0K0%

1,000 Fidelity Advisor Total Bond CL Inon-equity

$1.00K–$15.0K0%

Purchase MFS Diversified Income CL Anon-equity

$1.00K–$15.0K0%

Dividends Not Applicable MFS Emerging Markets Debt CL 1non-equity

$1.00K–$15.0K0%

Purchase MFS Intl Intrinsic Value CL Inon-equity

$1.00K–$15.0K0%

200 Value Line Asset Alloc Instl CLnon-equity

$1.00K–$15.0K0%

Tax-Deferred Wanger USAnon-equity

$1.00K–$15.0K0%

Tax-Deferred Healthcare Employees Federal Credit Unionnon-equity

$1.00–$1.00K0%

200 Truist Banknon-equity

$1.00–$1.00K0%

200 Vanguard Mid Cap Index Fundnon-equity

$1.00–$1.00K0%

Tax-Deferred Vanguard Small Cap Index Fundnon-equity

$1.00–$1.00K0%

Reported asset value, disclosed ranges · how we built this