Robert J. Wittman

U.S. House·VA·last disclosed 2026-07-10

Disclosed book · year-end value

$5.48M

midpoint est. · $2.10M–$8.86M — not market value

94 holdings · $1.16M equity · $4.33M non-equity

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

Buy15.3%Hold37.1%Sell0.7%Not covered46.9%

15% of Robert J. Wittman's disclosed equity book sits in stocks we independently rate Buy — biggest equity positions AAPL & LLDYX. Their most recent disclosure: sold CCI, filed 10d after the trade.

Disclosed trades

216

Buys · Sells

112 · 98

Median reporting lag

25d

avg 40d to disclose

Last disclosed

2026-07-10

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

Oct

Nov

Dec

Jan ’23

Feb

Apr

May

Jun

Jul

Aug

Sep

Jun

What Robert J. Wittman owns now

Year-end holdings from their latest annual disclosure · 94 holdings · as of 2023

200 Rental House - Nags Head, NCnon-equity

$1.00M–$5.00M55%

US Stock Fundnon-equity

$115K–$300K4%

Nags Head, NC, US Rental Property - Montross VAnon-equity

$100K–$250K3%

1,000 Virginia Retirement Systemnon-equity

$100K–$250K3%

50,000 Virginia Retirement Systemnon-equity

$100K–$250K3%

AXA/Legg Mason Strat Alloc GBnon-equity

$100K–$250K3%

Equitable Financial Retirement Cornerstone 17 Serinon-equity

$100K–$250K3%

AAPL

$51.0K–$115K2%

Hold

Show all 94 holdings

LLDYX

$30.0K–$100K1%

No call

PONPX

$16.0K–$65.0K1%

No call

AMZN

$15.0K–$50.0K1%

FV $285.00 · Jul '26Buy

1,000 Blue Ridge Bank Money Market Accountnon-equity

$15.0K–$50.0K1%

CFFI

$15.0K–$50.0K1%

FV $95.00 · Jul '26Buy

COST

$15.0K–$50.0K1%

FV $900.00 · Jul '26Hold

ELV

$15.0K–$50.0K1%

FV $395.00 · Jun '26Hold

SGIIX

$15.0K–$50.0K1%

No call

FPEIX

$15.0K–$50.0K1%

No call

HLMIX

$15.0K–$50.0K1%

No call

1,000 iShares MSCI USA Min Vol Factor ETFnon-equity

$15.0K–$50.0K1%

MMHIX

$15.0K–$50.0K1%

No call

MSFT

$15.0K–$50.0K1%

FV $430.00 · Jun '26Buy

This is a 403b TSA Nationwide Geneva Small Cap Growth Fundnon-equity

$15.0K–$50.0K1%

None Neuberger Berman Intrinsic Value Fundnon-equity

$15.0K–$50.0K1%

1,000 Principal MidCap Fundnon-equity

$15.0K–$50.0K1%

SCHD

$15.0K–$50.0K1%

No call

1,000 SPDR S&P 500 ETF Trustnon-equity

$15.0K–$50.0K1%

XYL

$15.0K–$50.0K1%

FV $120.00 · Jun '26Hold

XLY

$15.0K–$50.0K1%

No call

XLF

$15.0K–$50.0K1%

No call

XLV

$15.0K–$50.0K1%

No call

XLK

$15.0K–$50.0K1%

No call

XLC

$15.0K–$50.0K1%

No call

ABT

$1.00K–$15.0K0%

FV $100.00 · Jun '26Buy

ABBV

$1.00K–$15.0K0%

FV $265.00 · Jul '26Hold

ACN

$1.00K–$15.0K0%

FV $168.00 · Jul '26Buy

AXP

$1.00K–$15.0K0%

FV $390.00 · Jun '26Buy

AMT

$1.00K–$15.0K0%

Hold

BRBS

$1.00K–$15.0K0%

FV $3.75 · Jul '26Hold

AVGO

$1.00K–$15.0K0%

Hold

200 C&F Bank Accountsnon-equity

$1.00K–$15.0K0%

SCHW

$1.00K–$15.0K0%

FV $112.00 · Jul '26Buy

CVX

$1.00K–$15.0K0%

Hold

CMCSA

$1.00K–$15.0K0%

FV $33.00 · Jun '26Buy

CCI

$1.00K–$15.0K0%

FV $82.00 · Jun '26Hold

$1.00K–$15.0K0%

FV $70.00 · Jun '26Hold

XOM

$1.00K–$15.0K0%

FV $125.00 · Jul '26Hold

FBT

$1.00K–$15.0K0%

No call

HIG

$1.00K–$15.0K0%

FV $160.00 · Jun '26Buy

$1.00K–$15.0K0%

FV $310.00 · Jun '26Hold

ITT

$1.00K–$15.0K0%

FV $210.00 · Jun '26Hold

JPM

$1.00K–$15.0K0%

FV $345.00 · Jul '26Hold

LIN

$1.00K–$15.0K0%

FV $500.00 · Jun '26Hold

LOW

$1.00K–$15.0K0%

FV $230.00 · Jun '26Hold

MAR

$1.00K–$15.0K0%

FV $380.00 · Jun '26Hold

200 Marsh & McLennan Companies, Inc. (MMC)non-equity

$1.00K–$15.0K0%

FV $575.00 · Jun '26Buy

MCD

$1.00K–$15.0K0%

FV $285.00 · Jun '26Hold

MDLZ

$1.00K–$15.0K0%

FV $62.00 · Jun '26Hold

Morgan Stanley Cash Accountnon-equity

$1.00K–$15.0K0%

MSI

$1.00K–$15.0K0%

Hold

200 National Western Life Annuitynon-equity

$1.00K–$15.0K0%

NEE

$1.00K–$15.0K0%

FV $88.00 · Jul '26Hold

PKG

$1.00K–$15.0K0%

FV $240.00 · Jun '26Hold

PEP

$1.00K–$15.0K0%

FV $132.00 · Jul '26Hold

PDM

$1.00K–$15.0K0%

Hold

$1.00K–$15.0K0%

FV $150.00 · Jul '26Hold

PLD

$1.00K–$15.0K0%

Hold

RGLD

$1.00K–$15.0K0%

Buy

SPGI

$1.00K–$15.0K0%

FV $505.00 · Jul '26Buy

TXN

$1.00K–$15.0K0%

Hold

TJX

$1.00K–$15.0K0%

FV $170.00 · Jun '26Hold

$1.00K–$15.0K0%

FV $465.00 · Jun '26Hold

UNP

$1.00K–$15.0K0%

FV $260.00 · Jun '26Hold

UNH

$1.00K–$15.0K0%

FV $320.00 · Jun '26Sell

$1.00K–$15.0K0%

FV $50.00 · Jun '26Hold

$1.00K–$15.0K0%

FV $330.00 · Jun '26Hold

WMT

$1.00K–$15.0K0%

FV $105.00 · Jun '26Hold

WEC

$1.00K–$15.0K0%

FV $110.00 · Jun '26Hold

ZTS

$1.00K–$15.0K0%

FV $96.00 · Jun '26Buy

Target Date 2025 Portfolionon-equity

$1.00K–$15.0K0%

RDVY

$1.00K–$15.0K0%

No call

RSPT

$1.00K–$15.0K0%

No call

IGV

$1.00K–$15.0K0%

No call

IAI

$1.00K–$15.0K0%

No call

Morgan Stanley Cash Accountsnon-equity

$1.00K–$15.0K0%

NWKDX

$1.00K–$15.0K0%

No call

PRJZX

$1.00K–$15.0K0%

No call

PULS

$1.00K–$15.0K0%

No call

PCBIX

$1.00K–$15.0K0%

No call

XLP

$1.00K–$15.0K0%

No call

TRBCX

$1.00K–$15.0K0%

No call

VOO

$1.00K–$15.0K0%

No call

IHDG

$1.00K–$15.0K0%

No call

IQDG

$1.00K–$15.0K0%

No call

Reported asset value, disclosed ranges · how we built this

What Robert J. Wittman did

216 disclosed trades

2026-07-10CCIHoldCrown Castle Inc. Common Stock▼ Sell

$1.00K–$15.0K

10d lagtraded 2026-06-30PTR ↗

2023-10-19ABBVHoldAbbVie Inc.▼ Sell

$1.00K–$15.0K

21d lagtraded 2023-09-28PTR ↗

2023-10-19GOOGBuyMorgan Stanley INH IRA Alphabet Inc. - Class C Capital Stock▼ Sell

$1.00K–$15.0K

21d lagtraded 2023-09-28PTR ↗

2023-10-19AMZNBuyMorgan Stanley INH IRA Amazon.com, Inc.▼ Sell

$1.00K–$15.0K

21d lagtraded 2023-09-28PTR ↗

2023-10-19AMTHoldMorgan Stanley INH IRA American Tower Corporation▲ Buy

$1.00K–$15.0K

42d lagtraded 2023-09-07PTR ↗

2023-10-19AAPLHoldNew Apple Inc.▼ Sell

$1.00K–$15.0K

21d lagtraded 2023-09-28PTR ↗

2023-10-19CATSellMorgan Stanley INH IRA Caterpillar, Inc.▼ Sell

$1.00K–$15.0K

21d lagtraded 2023-09-28PTR ↗

2023-10-19EOGBuyMorgan Stanley INH IRA EOG Resources, Inc.▼ Sell

$1.00K–$15.0K

21d lagtraded 2023-09-28PTR ↗

2023-10-19FISHoldMorgan Stanley INH IRA Fidelity National Information Services, Inc.▼ Sell

$1.00K–$15.0K

34d lagtraded 2023-09-15PTR ↗

2023-10-19HIGBuyNew Hartford Financial Services Group, Inc.▼ Sell

$1.00K–$15.0K

21d lagtraded 2023-09-28PTR ↗

2023-10-19IFFHoldMorgan Stanley INH IRA International Flavors & Fragrances, Inc.▼ Sell

$1.00K–$15.0K

34d lagtraded 2023-09-15PTR ↗

2023-10-19JPMHoldNew JP Morgan Chase & Co.▼ Sell

$1.00K–$15.0K

21d lagtraded 2023-09-28PTR ↗

2023-10-19KMIHoldMorgan Stanley INH IRA Kinder Morgan, Inc.▼ Sell

$1.00K–$15.0K

21d lagtraded 2023-09-28PTR ↗

2023-10-19MSFTBuyMorgan Stanley INH IRA Microsoft Corporation▼ Sell

$1.00K–$15.0K

21d lagtraded 2023-09-28PTR ↗

2023-10-19PLDHoldMorgan Stanley INH IRA ProLogis, Inc.▼ Sell

$1.00K–$15.0K

21d lagtraded 2023-09-28PTR ↗

2023-10-19UNHSellMorgan Stanley INH IRA UnitedHealth Group Incorporated Common Stock▼ Sell

$1.00K–$15.0K

21d lagtraded 2023-09-28PTR ↗

2023-10-19WMTHoldMorgan Stanley INH IRA Walmart Inc.▼ Sell

$1.00K–$15.0K

21d lagtraded 2023-09-28PTR ↗

2023-09-30ACNBuyAccenture plc Class A Ordinary Shares▼ Sell

$1.00K–$15.0K

162d latetraded 2023-04-21PTR ↗

2023-09-30AVGOHoldNew Broadcom Inc.▼ Sell

$1.00K–$15.0K

109d latetraded 2023-06-13PTR ↗

2023-09-30CBBuyNew Chubb Limited▼ Sell

$1.00K–$15.0K

109d latetraded 2023-06-13PTR ↗

2023-09-30DGBuyNew Dollar General Corporation▼ Sell

$1.00K–$15.0K

71d latetraded 2023-07-21PTR ↗

2023-09-30KMBHoldNew Kimberly-Clark Corporation▼ Sell

$1.00K–$15.0K

61d latetraded 2023-07-31PTR ↗

2023-09-30PSXHoldNew Phillips 66▼ Sell

$1.00K–$15.0K

44d lagtraded 2023-08-17PTR ↗

2023-09-30PGHoldNew Procter & Gamble Company▲ Buy

$1.00K–$15.0K

61d latetraded 2023-07-31PTR ↗

2023-09-30SPGIBuyNew S&P Global Inc.▲ Buy

$1.00K–$15.0K

109d latetraded 2023-06-13PTR ↗

2023-09-30UNPHoldUnion Pacific Corporation▼ Sell

$1.00K–$15.0K

65d latetraded 2023-07-27PTR ↗

2023-09-30ZTSBuyNew Zoetis Inc. Class A▲ Buy

$1.00K–$15.0K

71d latetraded 2023-07-21PTR ↗

2023-08-13ACNBuyAccenture plc Class A Ordinary Shares▲ Buy

$1.00K–$15.0K

309d latetraded 2022-10-08PTR ↗

2023-08-13MABuyNew Mastercard Incorporated▲ Buy

$1.00K–$15.0K

249d latetraded 2022-12-07PTR ↗

2023-08-13PDMNew Piedmont Office Realty Trust, Inc. Class A▼ Sell

$1.00K–$15.0K

532d latetraded 2022-02-27PTR ↗

2023-08-13TJXHoldNew TJX Companies, Inc.▲ Buy

$1.00K–$15.0K

394d latetraded 2022-07-15PTR ↗

2023-06-09JPMHoldJP Morgan Chase & Co.▲ Buy

$1.00K–$15.0K

10d lagtraded 2023-05-30PTR ↗

2023-05-07CSCOSellCisco Systems, Inc.▼ Sell

$1.00K–$15.0K

17d lagtraded 2023-04-20PTR ↗

2023-05-07XOMHoldExxon Mobil Corporation▲ Buy

$1.00K–$15.0K

17d lagtraded 2023-04-20PTR ↗

2023-03-05NORWGlobal X MSCI Norway ETF▼ Sell

$1.00K–$15.0K

30d lagtraded 2023-02-03PTR ↗

2023-03-05—Mutual fund Ishares MSCI Euro Financial▲ Buy

$1.00K–$15.0K

30d lagtraded 2023-02-03PTR ↗

2023-03-05—Mutual fund Ishares US Pharmaceuticals ETF▲ Buy

$1.00K–$15.0K

30d lagtraded 2023-02-03PTR ↗

2023-03-05—Mutual fund Ishares US Technology ETF▼ Sell

$1.00K–$15.0K

30d lagtraded 2023-02-03PTR ↗

2023-03-05MSFTBuyMutual fund Microsoft Corporation▼ Sell

$1.00K–$15.0K

30d lagtraded 2023-02-03PTR ↗

2023-03-05—SPDR Bloomberg Short Term HI▼ Sell

$1.00K–$15.0K

30d lagtraded 2023-02-03PTR ↗

2023-03-05—Mutual fund Vaneck Morningstar Intl Moat ETF▲ Buy

$1.00K–$15.0K

30d lagtraded 2023-02-03PTR ↗

2023-02-15—AB Global Bond Adv▲ Buy

$15.0K–$50.0K

29d lagtraded 2023-01-17PTR ↗

2023-02-15BAXSellMutual fund Baxter International Inc.▼ Sell

$1.00K–$15.0K

26d lagtraded 2023-01-20PTR ↗

2023-02-15ELVHoldMorgan Stanley Elevance Health, Inc.▼ Sell

$1.00K–$15.0K

43d lagtraded 2023-01-03PTR ↗

2023-02-15—Morgan Stanley Harding Loevner Intl Eqty Inst▲ Buy

$1.00K–$15.0K

26d lagtraded 2023-01-20PTR ↗

2023-02-15—Mutual fund Harding Loevner Intl Eqty Inst▲ Buy

$15.0K–$50.0K

42d lagtraded 2023-01-04PTR ↗

2023-02-15—Ishares Edge MSCI Min Vol USA▼ Sell

$1.00K–$15.0K

42d lagtraded 2023-01-04PTR ↗

2023-02-15—Mutual fund Metropolitan West Tot Ret Bd I▲ Buy

$15.0K–$50.0K

29d lagtraded 2023-01-17PTR ↗

2023-02-15—Mutual fund Vanguard Total Bond Market▼ Sell

$15.0K–$50.0K

29d lagtraded 2023-01-17PTR ↗

2023-02-15—Mutual fund Vanguard Total Intl Bond ETF▼ Sell

$15.0K–$50.0K

29d lagtraded 2023-01-17PTR ↗

2023-02-15—Mutual fund Virtus Vontobel Foreign Opp▼ Sell

$15.0K–$50.0K

42d lagtraded 2023-01-04PTR ↗

2023-01-05—AB Global Bond Adv▼ Sell

$1.00K–$15.0K

22d lagtraded 2022-12-14PTR ↗

2023-01-05CMCSAMutual fund Comcast Corporation - Class A▲ Buy

$1.00K–$15.0K

29d lagtraded 2022-12-07PTR ↗

2023-01-05DGBuyMorgan Stanley Dollar General Corporation▲ Buy

$1.00K–$15.0K

15d lagtraded 2022-12-21PTR ↗

2023-01-05MCDHoldMorgan Stanley McDonald's Corporation▼ Sell

$1.00K–$15.0K

15d lagtraded 2022-12-21PTR ↗

2023-01-05—Morgan Stanley Metropolitan West Tot Ret Bd I▼ Sell

$1.00K–$15.0K

22d lagtraded 2022-12-14PTR ↗

2023-01-05—Vanguard Total Bond Market ETF▲ Buy

$1.00K–$15.0K

22d lagtraded 2022-12-14PTR ↗

2023-01-05—Mutual fund Vanguard Total Bond Market ETF▲ Buy

$1.00K–$15.0K

15d lagtraded 2022-12-21PTR ↗

2023-01-05—Mutual fund Vanguard Total Inl Bond ETF▲ Buy

$1.00K–$15.0K

15d lagtraded 2022-12-21PTR ↗

2023-01-05—Mutual fund Vanguard Total Intl Bond ETF▲ Buy

$1.00K–$15.0K

22d lagtraded 2022-12-14PTR ↗

2022-12-08AMZNBuyAmazon.com, Inc.▲ Buy

$1.00K–$15.0K

20d lagtraded 2022-11-18PTR ↗

2022-12-08AAPLHoldMorgan Stanley Apple Inc.▲ Buy

$1.00K–$15.0K

21d lagtraded 2022-11-17PTR ↗

2022-12-08—Morgan Stanley INH IRA Franklin FTSE Japan ETF▲ Buy

$1.00K–$15.0K

21d lagtraded 2022-11-17PTR ↗

2022-12-08—Mutual Fund Invesco KBW Bank ETF▲ Buy

$1.00K–$15.0K

21d lagtraded 2022-11-17PTR ↗

2022-12-08—Mutual Fund Invesco QQQ Trust Series 1▼ Sell

$1.00K–$15.0K

21d lagtraded 2022-11-17PTR ↗

2022-12-08—Mutual Fund ISHA Curr Hedged MSCI EAFE▼ Sell

$1.00K–$15.0K

21d lagtraded 2022-11-17PTR ↗

2022-12-08—Year Investment▲ Buy

$1.00K–$15.0K

21d lagtraded 2022-11-17PTR ↗

2022-12-08—yr Treasu Bond ETF▼ Sell

$1.00K–$15.0K

21d lagtraded 2022-11-17PTR ↗

2022-12-08—Mutual Fund iShares Core S&P Small Cap E▲ Buy

$1.00K–$15.0K

21d lagtraded 2022-11-17PTR ↗

2022-12-08—Mutual Fund iShares MSCI EAFE Val ETF▲ Buy

$1.00K–$15.0K

21d lagtraded 2022-11-17PTR ↗

2022-12-08—Mutual Fund Ishares US Technology ETF▼ Sell

$1.00K–$15.0K

27d lagtraded 2022-11-11PTR ↗

2022-12-08—Mutual Fund MSIF Growth I▼ Sell

$1.00K–$15.0K

20d lagtraded 2022-11-18PTR ↗

2022-10-05CMCSAComcast Corporation - Class A▼ Sell

$1.00K–$15.0K

20d lagtraded 2022-09-15PTR ↗

2022-10-05—Morgan Stanley Energy Sel Sect SPDR FD▲ Buy

$1.00K–$15.0K

8d lagtraded 2022-09-27PTR ↗

2022-10-05—Mutual Fund Franklin FTSE UK ETF▼ Sell

$1.00K–$15.0K

8d lagtraded 2022-09-27PTR ↗

2022-10-05—Mutual Fund Global X US INF DEV ETF▼ Sell

$1.00K–$15.0K

373d latetraded 2021-09-27PTR ↗

2022-10-05IFFHoldMutual Fund International Flavors & Fragrances, Inc.▼ Sell

$1.00K–$15.0K

20d lagtraded 2022-09-15PTR ↗

2022-10-05—Ishares 0-5 HY Corp▲ Buy

$1.00K–$15.0K

8d lagtraded 2022-09-27PTR ↗

2022-10-05—Mutual Fund Ishares Core MSCI EAFE ETF▼ Sell

$1.00K–$15.0K

8d lagtraded 2022-09-27PTR ↗

2022-10-05—Mutual Fund Ishares US Technology ETF▼ Sell

$1.00K–$15.0K

8d lagtraded 2022-09-27PTR ↗

2022-10-05—Mutual Fund JPM Nasdaq Equity Premium▲ Buy

$1.00K–$15.0K

8d lagtraded 2022-09-27PTR ↗

2022-10-05MABuyMutual Fund Mastercard Incorporated▼ Sell

$1.00K–$15.0K

20d lagtraded 2022-09-15PTR ↗

2022-10-05—Morgan Stanley SPDR S&P 500 ETF Trust▲ Buy

$1.00K–$15.0K

20d lagtraded 2022-09-15PTR ↗

2022-10-05—Mutual Fund Westrock Company▼ Sell

$1.00K–$15.0K

8d lagtraded 2022-09-27PTR ↗

2022-09-10GOOGBuyAlphabet Inc. - Class C Capital Stock▲ Buy

$1.00K–$15.0K

31d lagtraded 2022-08-10PTR ↗

2022-09-10AMZNBuyMorgan Stanley INH IRA Amazon.com, Inc.▲ Buy

$1.00K–$15.0K

31d lagtraded 2022-08-10PTR ↗

2022-09-10—Morgan Stanley INH IRA Goldman Activebeta US LC ETF▼ Sell

$1.00K–$15.0K

25d lagtraded 2022-08-16PTR ↗

2022-09-10—Mutual Fund iShares US Technology ETF▼ Sell

$1.00K–$15.0K

25d lagtraded 2022-08-16PTR ↗

2022-09-10—Mutual Fund iShares US Technology ETF▲ Buy

$1.00K–$15.0K

31d lagtraded 2022-08-10PTR ↗

2022-09-10MSFTBuyMutual Fund Microsoft Corporation▲ Buy

$1.00K–$15.0K

31d lagtraded 2022-08-10PTR ↗

2022-09-10—Morgan Stanley INH IRA SPDR Blackstone Senior Loan▼ Sell

$1.00K–$15.0K

31d lagtraded 2022-08-10PTR ↗

2022-09-10—Mutual Fund Virtus Vontobel Foreign Opp▲ Buy

$1.00K–$15.0K

11d lagtraded 2022-08-30PTR ↗

2022-08-10ABTBuyAbbott Laboratories▲ Buy

$1.00K–$15.0K

26d lagtraded 2022-07-15PTR ↗

2022-08-10BAXSellMorgan Stanley Baxter International Inc.▲ Buy

$1.00K–$15.0K

26d lagtraded 2022-07-15PTR ↗

2022-08-10WMTHoldMorgan Stanley Walmart Inc.▲ Buy

$1.00K–$15.0K

26d lagtraded 2022-07-15PTR ↗

2022-07-08ABTBuyAbbott Laboratories▼ Sell

$1.00K–$15.0K

22d lagtraded 2022-06-16PTR ↗

2022-07-08ABBVHoldMorgan Stanley AbbVie Inc.▲ Buy

$1.00K–$15.0K

22d lagtraded 2022-06-16PTR ↗

2022-07-08AMZNBuyMorgan Stanley INH IRA Amazon.com, Inc.▲ Buy

$1.00K–$15.0K

22d lagtraded 2022-06-16PTR ↗

2022-07-08BAXSellMorgan Stanley INH IRA Baxter International Inc.▼ Sell

$1.00K–$15.0K

22d lagtraded 2022-06-16PTR ↗

2022-07-08FIXDMorgan Stanley First Trust TCW Opportunistic Fixed Income ETF▼ Sell

$1.00K–$15.0K

22d lagtraded 2022-06-16PTR ↗

2022-07-08GEHoldMorgan Stanley INH IRA General Electric Company▼ Sell

$1.00K–$15.0K

22d lagtraded 2022-06-16PTR ↗

2022-07-08—rgan Stanley INH IRA Global X Funds Global X U.S. Infrastructure Development ETF▼ Sell

$1.00K–$15.0K

22d lagtraded 2022-06-16PTR ↗

2022-07-08SHYGMorgan Stanley INH IRA iShares 0-5 Year High Yield Corporate Bond ETF▲ Buy

$1.00K–$15.0K

22d lagtraded 2022-06-16PTR ↗

2022-07-08TLHMorgan Stanley INH IRA iShares 10-20 Year Treasury Bond ETF▲ Buy

$1.00K–$15.0K

22d lagtraded 2022-06-16PTR ↗

2022-07-08IVVMorgan Stanley INH IRA iShares Core S&P 500 ETF▼ Sell

$1.00K–$15.0K

22d lagtraded 2022-06-16PTR ↗

2022-07-08IWBMorgan Stanley INH IRA iShares Russell 1000 ETF▲ Buy

$1.00K–$15.0K

22d lagtraded 2022-06-16PTR ↗

2022-07-08SPYMorgan Stanley SPDR S&P 500▼ Sell

$1.00K–$15.0K

22d lagtraded 2022-06-16PTR ↗

2022-07-08TJXHoldMorgan Stanley TJX Companies, Inc.▼ Sell

$1.00K–$15.0K

22d lagtraded 2022-06-16PTR ↗

2022-07-08WMTHoldMorgan Stanley Walmart Inc.▲ Buy

$1.00K–$15.0K

22d lagtraded 2022-06-16PTR ↗

2022-07-08WMTHoldMorgan Stanley INH IRA Walmart Inc.▼ Sell

$1.00K–$15.0K

22d lagtraded 2022-06-16PTR ↗

2022-06-04—JT Duke Realty Corporation▼ Sell

$1.00K–$15.0K

25d lagtraded 2022-05-10PTR ↗

2022-06-04—New ISHA Curr Hedged MSCI EAFE▲ Buy

$1.00K–$15.0K

25d lagtraded 2022-05-10PTR ↗

2022-06-04—Morgan Stanley INH IRA Ishares 0-5 HY Corp▲ Buy

$1.00K–$15.0K

25d lagtraded 2022-05-10PTR ↗

2022-06-04—Morgan Stanley INH IRA Ishares Core MSCI EAFE ETF▼ Sell

$1.00K–$15.0K

25d lagtraded 2022-05-10PTR ↗

2022-06-04—Morgan Stanley INH IRA Ishares Core MSCI Europe▼ Sell

$1.00K–$15.0K

25d lagtraded 2022-05-10PTR ↗

2022-06-04—Morgan Stanley INH IRA Ishares MSCI EAFE Grwth EF▼ Sell

$1.00K–$15.0K

25d lagtraded 2022-05-10PTR ↗

2022-06-04—Morgan Stanley INH IRA JPMorgan Betabuilders Canada▲ Buy

$1.00K–$15.0K

25d lagtraded 2022-05-10PTR ↗

2022-06-04—JPMorgan Equity Premium Inco▲ Buy

$1.00K–$15.0K

25d lagtraded 2022-05-10PTR ↗

2022-06-04—Morgan Stanley INH IRA SPDR Blackstone Senior Loan▲ Buy

$1.00K–$15.0K

25d lagtraded 2022-05-10PTR ↗

2022-06-04SBUXSellMorgan Stanley INH IRA Starbucks Corporation▼ Sell

$1.00K–$15.0K

25d lagtraded 2022-05-10PTR ↗

2022-06-04—Morgan Stanley INH IRA Vanguard Total Bond Market▼ Sell

$1.00K–$15.0K

25d lagtraded 2022-05-10PTR ↗

2022-05-13ABTBuyAbbott Laboratories▲ Buy

$1.00K–$15.0K

24d lagtraded 2022-04-19PTR ↗

2022-05-13—New Ishares Russell 1000 ETF▼ Sell

$1.00K–$15.0K

24d lagtraded 2022-04-19PTR ↗

2022-05-13—New Putnam Ultra Sht Dur Inc A▼ Sell

$1.00K–$15.0K

17d lagtraded 2022-04-26PTR ↗

2022-05-13—New SPDR S&P 500 ETF Trust▲ Buy

$1.00K–$15.0K

24d lagtraded 2022-04-19PTR ↗

2022-05-13TJXHoldNew TJX Companies, Inc.▲ Buy

$1.00K–$15.0K

24d lagtraded 2022-04-19PTR ↗

2022-04-09ABTBuyAbbott Laboratories▼ Sell

$1.00K–$15.0K

25d lagtraded 2022-03-15PTR ↗

2022-04-09CATSellMorgan Stanley Caterpillar, Inc.▲ Buy

$1.00K–$15.0K

11d lagtraded 2022-03-29PTR ↗

2022-04-09GEHoldMorgan Stanley INH IRA General Electric Company▲ Buy

$1.00K–$15.0K

11d lagtraded 2022-03-29PTR ↗

2022-04-09HIGBuyMorgan Stanley INH IRA Hartford Financial Services Group, Inc.▲ Buy

$1.00K–$15.0K

11d lagtraded 2022-03-29PTR ↗

2022-04-09SHYGMorgan Stanley INH IRA iShares 0-5 Year High Yield Corporate Bond ETF▲ Buy

$1.00K–$15.0K

32d lagtraded 2022-03-08PTR ↗

2022-04-09TLTYear Treasury Bond ETF▲ Buy

$1.00K–$15.0K

11d lagtraded 2022-03-29PTR ↗

2022-04-09IWBMorgan Stanley iShares Russell 1000 ETF▲ Buy

$1.00K–$15.0K

25d lagtraded 2022-03-15PTR ↗

2022-04-09—Morgan Stanley Kinder Morgan, Inc. Warrants Expiring 2017▲ Buy

$1.00K–$15.0K

32d lagtraded 2022-03-08PTR ↗

2022-04-09RIOMorgan Stanley INH IRA Rio Tinto Plc▲ Buy

$1.00K–$15.0K

11d lagtraded 2022-03-29PTR ↗

2022-04-09SPYMorgan Stanley INH IRA SPDR S&P 500▼ Sell

$1.00K–$15.0K

25d lagtraded 2022-03-15PTR ↗

2022-04-09TJXHoldMorgan Stanley TJX Companies, Inc.▼ Sell

$1.00K–$15.0K

25d lagtraded 2022-03-15PTR ↗

2022-04-09—Morgan Stanley Vanguard Intermediate Term Cor▼ Sell

$1.00K–$15.0K

32d lagtraded 2022-03-08PTR ↗

2022-04-09—Corporate bond fund Vanguard Total Bond Index Fund▼ Sell

$1.00K–$15.0K

32d lagtraded 2022-03-08PTR ↗

2022-03-09MABuyMastercard Incorporated▲ Buy

$1.00K–$15.0K

9d lagtraded 2022-02-28PTR ↗

2022-03-09MRKHoldMorgan Stanley Merck & Company, Inc. Common Stock▼ Sell

$1.00K–$15.0K

9d lagtraded 2022-02-28PTR ↗

2022-02-13HONHoldMorgan Stanley INH IRA Honeywell International Inc.▼ Sell

$1.00K–$15.0K

30d lagtraded 2022-01-14PTR ↗

2022-02-13SPYMorgan Stanley INH IRA SPdR S&P 500▲ Buy

$1.00K–$15.0K

30d lagtraded 2022-01-14PTR ↗

2022-02-13SPYMorgan Stanley SPdR S&P 500▼ Sell

$1.00K–$15.0K

39d lagtraded 2022-01-05PTR ↗

2022-01-09THoldAT&T Inc.▲ Buy

$1.00K–$15.0K

24d lagtraded 2021-12-16PTR ↗

2022-01-09THoldMorgan Stanley INH IRA AT&T Inc.▼ Sell

$1.00K–$15.0K

31d lagtraded 2021-12-09PTR ↗

2022-01-09CMEBuyMorgan Stanley INH IRA CME group Inc. - Class A▼ Sell

$1.00K–$15.0K

26d lagtraded 2021-12-14PTR ↗

2022-01-09NEEHoldMorgan Stanley INH IRA NextEra Energy, Inc.▼ Sell

$1.00K–$15.0K

26d lagtraded 2021-12-14PTR ↗

2022-01-09NOCHold20020184 -- 1 of 2 -- Northrop grumman Corporation▼ Sell

$1.00K–$15.0K

24d lagtraded 2021-12-16PTR ↗

2022-01-09WMTHoldMorgan Stanley INH IRA Walmart Inc.▲ Buy

$1.00K–$15.0K

26d lagtraded 2021-12-14PTR ↗

2022-01-09—Morgan Stanley Westrock Company Common Stock Ex-distribution When Issued▲ Buy

$1.00K–$15.0K

24d lagtraded 2021-12-16PTR ↗

2021-10-18—CyrusOne Inc▲ Buy

$1.00K–$15.0K

18d lagtraded 2021-09-30PTR ↗

2021-10-18JNJHoldMorgan Stanley Johnson & Johnson▼ Sell

$1.00K–$15.0K

38d lagtraded 2021-09-10PTR ↗

2021-10-18JNJHoldMorgan Stanley Johnson & Johnson▼ Sell

$1.00K–$15.0K

35d lagtraded 2021-09-13PTR ↗

2021-10-18TJXHoldMorgan Stanley INH IRA TJX Companies, Inc.▲ Buy

$1.00K–$15.0K

35d lagtraded 2021-09-13PTR ↗

2021-09-23CSCOSellCisco Systems, Inc.▼ Sell

$1.00K–$15.0K

28d lagtraded 2021-08-26PTR ↗

2021-02-22CATSellCaterpillar, Inc.▲ Buy

$1.00K–$15.0K

40d lagtraded 2021-01-13PTR ↗

2021-02-22VHoldMorgan Stanley INH IRA Visa Inc.▼ Sell

$1.00K–$15.0K

40d lagtraded 2021-01-13PTR ↗

2021-01-26COSTHoldCostco Wholesale Corporation▲ Buy

$1.00K–$15.0K

208d latetraded 2020-07-02PTR ↗

2021-01-26CCIHoldMorgan Stanley Crown Castle International Corp.▲ Buy

$1.00K–$15.0K

208d latetraded 2020-07-02PTR ↗

2021-01-26CVSHoldMorgan Stanley CVS Health Corporation▼ Sell

$1.00K–$15.0K

208d latetraded 2020-07-02PTR ↗

2021-01-26VHoldMorgan Stanley Visa Inc.▲ Buy

$1.00K–$15.0K

208d latetraded 2020-07-02PTR ↗

2021-01-19CVSHoldCVS Health Corporation▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-12-31PTR ↗

2020-12-15DISHoldWalt Disney Company▼ Sell

$1.00K–$15.0K

25d lagtraded 2020-11-20PTR ↗

2020-11-19AXPBuyAmerican Express Company▲ Buy

$1.00K–$15.0K

34d lagtraded 2020-10-16PTR ↗

2020-11-19—Morgan Stanley Anthem, Inc.▲ Buy

$1.00K–$15.0K

34d lagtraded 2020-10-16PTR ↗

2020-11-19SCHWBuyMorgan Stanley INH IRA Charles Schwab Corporation▲ Buy

$1.00K–$15.0K

34d lagtraded 2020-10-16PTR ↗

2020-11-19IFFHoldMorgan Stanley Internationa Flavors & Fragrances, Inc.▲ Buy

$1.00K–$15.0K

34d lagtraded 2020-10-16PTR ↗

2020-11-19MSFTBuyMorgan Stanley Microsoft Corporation▲ Buy

$1.00K–$15.0K

48d latetraded 2020-10-02PTR ↗

2020-07-07MSIHoldMotorola Solutions, Inc.▲ Buy

$1.00K–$15.0K

15d lagtraded 2020-06-22PTR ↗

2020-07-07PNCBuyMorgan Stanley PNC Financial Services group, Inc.▼ Sell

$1.00K–$15.0K

15d lagtraded 2020-06-22PTR ↗

2020-06-08XOMHoldMorgan Stanley Exxon Mobil Corporation▲ Buy

$1.00K–$15.0K

18d lagtraded 2020-05-21PTR ↗

2020-05-14MCDHoldMcDonald's Corporation▲ Buy

$1.00K–$15.0K

38d lagtraded 2020-04-06PTR ↗

2020-04-13MRKHoldMorgan Stanley Merck & Company, Inc. Common Stock▲ Buy

$1.00K–$15.0K

14d lagtraded 2020-03-30PTR ↗

2019-12-12CVSHoldMorgan Stanley CVS Health Corporation▼ Sell

$1.00K–$15.0K

37d lagtraded 2019-11-05PTR ↗

2019-12-12IFFHoldMorgan Stanley Internationa Flavors & Fragrances, Inc.▲ Buy

$1.00K–$15.0K

13d lagtraded 2019-11-29PTR ↗

2019-02-07CVSHoldCVS Health Corporation▲ Buy

$1.00K–$15.0K

16d lagtraded 2019-01-22PTR ↗

2019-02-07PFEHoldMorgan Stanley Pfizer, Inc.▼ Sell

$1.00K–$15.0K

28d lagtraded 2019-01-10PTR ↗

2019-02-07PMHoldMorgan Stanley Philip Morris International Inc▲ Buy

$1.00K–$15.0K

16d lagtraded 2019-01-22PTR ↗

2019-02-07PNCBuyMorgan Stanley PNC Financial Services group, Inc.▲ Buy

$1.00K–$15.0K

30d lagtraded 2019-01-08PTR ↗

2019-01-11CVSHoldMorgan Stanley CVS Health Corporation▼ Sell

$1.00K–$15.0K

23d lagtraded 2018-12-19PTR ↗

2019-01-11PMHoldMorgan Stanley Philip Morris International Inc▼ Sell

$1.00K–$15.0K

23d lagtraded 2018-12-19PTR ↗

2018-12-12—Aetna Inc.Exch

$15.0K–$50.0K

13d lagtraded 2018-11-29PTR ↗

2018-12-12CVSHolddeemed in the CVS Health Corp. acquisition of Aetna. Inc. CVS Health CorporationExch

$1.00K–$15.0K

13d lagtraded 2018-11-29PTR ↗

2018-11-14LINHoldLinde plc ordinary ShareExch

$1.00K–$15.0K

14d lagtraded 2018-10-31PTR ↗

2018-11-14—Exchanged with Praxair Inc Praxair, Inc.Exch

$1.00K–$15.0K

14d lagtraded 2018-10-31PTR ↗

2018-02-15—et transaction type Date notification Date amount Putnam Short Duration Income a▲ Buy

$15.0K–$50.0K

17d lagtraded 2018-01-29PTR ↗

2017-11-14EXRHoldner asset transaction type Date notification Date amount Extra Space Storage Inc▼ Sell

$1.00K–$15.0K

19d lagtraded 2017-10-26PTR ↗

2017-01-05—Morgan Stanley Highland lg Sht Healthcare Z▼ Sell

$1.00K–$15.0K

63d latetraded 2016-11-03PTR ↗

2017-01-05—Morgan Stanley Principal Preferred Sec Inst▲ Buy

$1.00K–$15.0K

63d latetraded 2016-11-03PTR ↗

2016-12-23EMCnS iD owner asset transaction type Date notification Date amount EMC CorporationExch

$1.00K–$15.0K

107d latetraded 2016-09-07PTR ↗

2016-12-23MARHoldtion and exchange for Dell Technologies Inc Com Marriott International - Class AExch

$1.00K–$15.0K

88d latetraded 2016-09-26PTR ↗

2015-11-19CVSHoldwner asset transaction type Date notification Date amount CVS Health Corporation▼ Sell

$1.00K–$15.0K

24d lagtraded 2015-10-26PTR ↗

2015-10-15THoldMorgan Stanley aT&T Inc.▲ Buy

$1.00K–$15.0K

30d lagtraded 2015-09-15PTR ↗

2015-10-15CVXHoldMorgan Stanley Chevron Corporation▲ Buy

$1.00K–$15.0K

30d lagtraded 2015-09-15PTR ↗

2015-10-15CVSHoldMorgan Stanley CVS Health Corporation▲ Buy

$1.00K–$15.0K

30d lagtraded 2015-09-15PTR ↗

2015-10-15EMCMorgan Stanley EMC Corporation▲ Buy

$1.00K–$15.0K

30d lagtraded 2015-09-15PTR ↗

2015-10-15FISHoldMorgan Stanley Fidelity National Information Services, Inc.▲ Buy

$1.00K–$15.0K

30d lagtraded 2015-09-15PTR ↗

2015-10-15HONHoldMorgan Stanley Honeywell International Inc.▲ Buy

$1.00K–$15.0K

30d lagtraded 2015-09-15PTR ↗

2015-10-15JNJHoldMorgan Stanley Johnson & Johnson▲ Buy

$1.00K–$15.0K

30d lagtraded 2015-09-15PTR ↗

2015-10-15JPMHoldMorgan Stanley JP Morgan Chase & Co.▲ Buy

$1.00K–$15.0K

30d lagtraded 2015-09-15PTR ↗

2015-10-15KMIHoldMorgan Stanley Kinder Morgan, Inc.▲ Buy

$1.00K–$15.0K

30d lagtraded 2015-09-15PTR ↗

2015-10-15MHoldMorgan Stanley Macy's Inc▲ Buy

$1.00K–$15.0K

30d lagtraded 2015-09-15PTR ↗

2015-10-15OIHMorgan Stanley Market Vectors Oil Services ETF▲ Buy

$1.00K–$15.0K

22d lagtraded 2015-09-23PTR ↗

2015-10-15—Morgan Stanley Marsh & Mclennan Companies, Inc.▲ Buy

$1.00K–$15.0K

30d lagtraded 2015-09-15PTR ↗

2015-10-15MSFTBuyMorgan Stanley Microsoft Corporation▲ Buy

$1.00K–$15.0K

30d lagtraded 2015-09-15PTR ↗

2015-10-15NEEHoldMorgan Stanley NextEra Energy, Inc.▲ Buy

$1.00K–$15.0K

30d lagtraded 2015-09-15PTR ↗

2015-10-15NVOMorgan Stanley Novo Nordisk a/S▲ Buy

$1.00K–$15.0K

30d lagtraded 2015-09-15PTR ↗

2015-10-15—Morgan Stanley Packaging Corporation of america▲ Buy

$1.00K–$15.0K

30d lagtraded 2015-09-15PTR ↗

2015-10-15PEPHoldMorgan Stanley Pepsico, Inc.▲ Buy

$1.00K–$15.0K

30d lagtraded 2015-09-15PTR ↗

2015-10-15PFEHoldMorgan Stanley Pfizer, Inc.▲ Buy

$1.00K–$15.0K

30d lagtraded 2015-09-15PTR ↗

2015-10-15PSXHoldMorgan Stanley Phillips 66▲ Buy

$1.00K–$15.0K

30d lagtraded 2015-09-15PTR ↗

2015-10-15VFCHoldMorgan Stanley V.F. Corporation▲ Buy

$1.00K–$15.0K

30d lagtraded 2015-09-15PTR ↗

2015-10-15WECHoldMorgan Stanley WEC Energy group, Inc.▲ Buy

$1.00K–$15.0K

30d lagtraded 2015-09-15PTR ↗

2015-10-15WFCBuyMorgan Stanley Wells Fargo & Company▲ Buy

$1.00K–$15.0K

30d lagtraded 2015-09-15PTR ↗

2015-10-15WHRMorgan Stanley Whirlpool Corporation▲ Buy

$1.00K–$15.0K

30d lagtraded 2015-09-15PTR ↗

How we built this

Holdings come from Robert J. Wittman'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).