Jared Moskowitz Net Worth & Financial Disclosure

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Annual financial disclosure for 2024, filed August 13, 2025. Includes 361 assets and 3 liabilities.

Year:

2024

Est. Net Worth

$9.9M

2024 annual disclosure

Total Assets

$5.3M - $17.6M

361 assets

Total Liabilities

$1M - $2M

3 liabilities

Total Trades

584

From PTR filings

Trade Volume

$5.8M

Midpoint of disclosed ranges

Assets by Category

Bank & Cash$6.6M (31)

Stocks$2.6M (215)

LLC / Partnership$750K (2)

Mutual Funds$654K (26)

ETFs$491K (46)

Real Estate$130K (4)

Other$97K (28)

Insurance$65K (2)

Gov. Securities$33K (1)

Retirement & Pension$0 (6)

Top Stock Holdings (from trades)

Seacoast Banking Corporation of FloridaSBCF

$280K

Raymond James Financial, Inc.RJF

$175K

Broadcom Inc.AVGO

$145K

The Goldman Sachs Group, Inc.GS

$129K

The Sherwin-Williams CompanySHW

$129K

Seacoast Banking Corporation of Florida - Common StockSBCF

$108K

Tractor Supply CompanyTSCO

$97K

PepsiCo, Inc.PEP

$97K

Oracle CorporationORCL

$89K

NVIDIA CorporationNVDA

$80K

All Assets (361)

Asset	Type	Owner	Value	Income
Bank of America Accounts	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Emergency Ventures, Inc.	Other	Self	$1,001 - $15,000	None
Florida Retirement System	Retirement & Pension	Self	N/A	None
Goldman Sachs Savings Account	Bank & Cash	Self	$250,001 - $500,000	Interest $5,001 - $15,000
MainStay Growth Allocation Class A	Mutual Funds	Self	$50,001 - $100,000	Dividends, Capital gain distribution $5,001 - $15,000
MainStay MacKay High Yield Corporate Bond Fund Class A	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Marcus CD	Bank & Cash	Self	$250,001 - $500,000	Interest $5,001 - $15,000
Marcus Savings Account	Bank & Cash	Joint	$250,001 - $500,000	Interest $5,001 - $15,000
Mass Mutual Whole Life Insurance	Insurance	Spouse	$15,001 - $50,000	None
Mass Mutual Whole Life Insurance	Insurance	Self	$15,001 - $50,000	None
Merit International	Other	Self	$1,001 - $15,000	None
MOD LLC Ft. Lauderdale, FL, US	LLC / Partnership	Spouse	$500,001 - $1,000,000	None
Seacoast Bank Gift Trust (DC 1)	Bank & Cash	DC	N/A	Interest $1,001 - $2,500
Seacoast Bank Gift Trust (DC 2)	Bank & Cash	DC	N/A	Interest $1,001 - $2,500
Stationhead, Inc.	Other	Self	$15,001 - $50,000	None
Adler Real Estate Fund V LP Tampa, FL, US	Real Estate	Self	$15,001 - $50,000	None
Adler Real Estate Fund V LP Atlanta, GA, US	Real Estate	Self	$15,001 - $50,000	None
Adler Real Estate Fund V LP Raleigh, NC, US	Real Estate	Self	$15,001 - $50,000	None
Adler Real Estate Fund V LP Chantilly, VA, US	Real Estate	Self	$15,001 - $50,000	None
Ashbritt Inc. 401k(RBMTX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
Ashbritt Inc. 401k	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
American Funds Fundamental Investors® Class R-2(RITBX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
American Funds Investment Company of America® Class R-2(RICBX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
American Funds The Growth Fund of America® Class R-2(RGABX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
Invesco American Franchise Fund Class R	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
Putnam Small Cap Growth Fund Class R(PSGRX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
iShares 0-5 Year TIPS Bond ETF(STIP)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
iShares Core U.S. Aggregate Bond ETF(AGG)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
iShares J.P. Morgan USD Emerging Markets Bond ETF(EMB)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
SPDR Portfolio S&P 400 Mid Cap ETF(SPMD)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
SPDR Portfolio S&P 500 ETF(SPLG)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
SPDR Portfolio S&P 600 Small Cap ETF(SPSM)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Vanguard FTSE Developed Markets ETF(VEA)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
Vanguard FTSE Emerging Markets ETF(VWO)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Betterment SEP IRA => Vanguard Total International Bond ETF (BNDX)(BNDX)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Betterment SEP IRA (SP) => iShares 0-5 Year TIPS Bond ETF (STIP)(STIP)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
Betterment SEP IRA (SP) => iShares Core U.S. Aggregate Bond ETF (AGG)(AGG)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
Betterment SEP IRA (SP) => iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)(EMB)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
Betterment SEP IRA (SP) => SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)(SPMD)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
Betterment SEP IRA (SP) => SPDR Portfolio S&P 500 ETF (SPLG)(SPLG)	ETFs	Spouse	$15,001 - $50,000	Tax-Deferred
Betterment SEP IRA (SP) => SPDR Portfolio S&P 600 Small Cap ETF (SPSM)(SPSM)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
Betterment SEP IRA (SP) => Vanguard FTSE Developed Markets ETF (VEA)(VEA)	ETFs	Spouse	$15,001 - $50,000	Tax-Deferred
Betterment SEP IRA (SP) => Vanguard FTSE Emerging Markets ETF (VWO)(VWO)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
Betterment SEP IRA (SP) => Vanguard Total International Bond ETF (BNDX)(BNDX)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
Eagle Strategies Investment Account => FIDELITY GOVERNMENT MONEY MARKET (SPAXX)	Bank & Cash	Self	$1,001 - $15,000	None
Eagle Strategies Investment Account => iShares Core MSCI Emerging Markets ETF (IEMG)(IEMG)	ETFs	Self	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Eagle Strategies Investment Account => iShares Core S&P 500 ETF(IVV)	ETFs	Self	$15,001 - $50,000	Capital Gains, Dividends $5,001 - $15,000
Eagle Strategies Investment Account => iShares Core Total USD Bond Market ETF(GOVT)	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
Eagle Strategies Investment Account	Other	Self	N/A	Capital Gains $201 - $1,000
Eagle Strategies Investment Account(LQD)	ETFs	Self	N/A	Dividends $1 - $200
Eagle Strategies Investment Account(EFG)	ETFs	Self	$1,001 - $15,000	Capital Gains, Dividends $201 - $1,000
Eagle Strategies Investment Account	Other	Self	$1,001 - $15,000	Capital Gains, Dividends $201 - $1,000
Eagle Strategies Investment Account(EMXC)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Eagle Strategies Investment Account(MTUM)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Eagle Strategies Investment Account(QUAL)	ETFs	Self	$1,001 - $15,000	Capital Gains, Dividends $201 - $1,000
Eagle Strategies Investment Account(OEF)	ETFs	Self	N/A	Capital Gains $201 - $1,000
Eagle Strategies Investment Account(IVW)	ETFs	Self	$1,001 - $15,000	Capital Gains, Dividends $201 - $1,000
Eagle Strategies Investment Account(IVE)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Eagle Strategies Investment Account(MBB)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Eagle Strategies Investment Account	Other	Self	N/A	Capital Gains $1 - $200
Eagle Strategies Investment Account(TFLO)	ETFs	Self	N/A	Dividends $1 - $200
Eagle Strategies Investment Account	Other	Self	$1,001 - $15,000	Capital Gains, Dividends $201 - $1,000
iShares U.S. Equity Factor Rotation Active ETF(DYNF)	ETFs	Self	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
iShares U.S. Technology ETF(IYW)	ETFs	Self	$1,001 - $15,000	Capital Gains, Dividends $201 - $1,000
BLUE CHIP GROWTH PORTFOLIO A	Mutual Funds	DC	$50,001 - $100,000	Tax-Deferred
INTERNATIONAL VALUE PORTFOLIO A	Mutual Funds	DC	$1,001 - $15,000	Tax-Deferred
MID-CAP VALUE PORTFOLIO A	Mutual Funds	DC	$15,001 - $50,000	Tax-Deferred
NEW HORIZONS PORTFOLIO A	Mutual Funds	DC	$15,001 - $50,000	Tax-Deferred
SMALL-CAP STOCK PORTFOLIO A	Mutual Funds	DC	$1,001 - $15,000	Tax-Deferred
Bank Account (DC 1)	Bank & Cash	Self	$100,001 - $250,000	Interest $5,001 - $15,000
Bank Account (DC 2)	Bank & Cash	Self	$100,001 - $250,000	Interest $5,001 - $15,000
Cash Accounts	Bank & Cash	Self	$1,000,001 - $5,000,000	Interest $50,001 - $100,000
CD GOLDMAN SACHS BK USA	Bank & Cash	Self	N/A	Interest $1,001 - $2,500
CDs	Bank & Cash	Self	$500,001 - $1,000,000	Interest $15,001 - $50,000
A.O. Smith Corporation(AOS)	Stocks	Self	N/A	Capital Gains, Dividends $1,001 - $2,500
Abbott Laboratories(ABT)	Stocks	Self	$1,001 - $15,000	Capital Gains, Dividends $1,001 - $2,500
Morgan Stanley Active Assets (1)	Other	Self	$1,001 - $15,000	Dividends $1 - $200
Accenture plc Class A Ordinary Shares(ACN)	Stocks	Self	N/A	Dividends $1 - $200
Air Products and Chemicals, Inc.(APD)	Stocks	Self	N/A	Dividends $1 - $200
Allstate Corporation(ALL)	Stocks	Self	N/A	Capital Gains, Dividends $1,001 - $2,500
Alphabet Inc. - Class C Capital Stock(GOOG)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Amazon.com, Inc. - Common Stock(AMZN)	Stocks	Self	$1,001 - $15,000	None
Amgen Inc.(AMGN)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Analog Devices, Inc. - Common Stock(ADI)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Apple Inc.(AAPL)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Atmos Energy Corporation Common Stock(ATO)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Automatic Data Processing, Inc.(ADP)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Berkshire Hathaway Inc. New(BRK.B)	Stocks	Self	$15,001 - $50,000	None
Broadcom Inc. - Common Stock(AVGO)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Brown & Brown, Inc.(BRO)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Canadian National Railway Company(CNI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Carrier Global Corporation(CARR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Cash Account	Bank & Cash	Self	$1,001 - $15,000	Interest
Caterpillar, Inc.(CAT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Chevron Corporation Common Stock(CVX)	Stocks	Self	N/A	Capital Gains, Dividends $201 - $1,000
Chubb Limited(CB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Comcast Corporation - Class A(CMCSA)	Stocks	Self	N/A	Dividends $1 - $200
Costco Wholesale Corporation(COST)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Cummins Inc. Common Stock(CMI)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Elevance Health, Inc. Common Stock(ELV)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Eli Lilly and Company Common Stock(LLY)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Exxon Mobil Corporation(XOM)	Stocks	Self	N/A	Capital Gains, Dividends $2,501 - $5,000
FactSet Research Systems Inc. Common Stock(FDS)	Stocks	Self	N/A	Dividends $1 - $200
Ferrari N.V. Common Shares(RACE)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Home Depot, Inc.(HD)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Honeywell International Inc.(HON)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Illinois Tool Works Inc.(ITW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Johnson & Johnson(JNJ)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
JP Morgan Chase & Co. Common Stock(JPM)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Kimberly-Clark Corporation(KMB)	Stocks	Self	N/A	Dividends $1 - $200
Lincoln Electric Holdings, Inc. - Common Shares(LECO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Linde plc - Ordinary Shares(LIN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Lockheed Martin Corporation(LMT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Lowe's Companies, Inc.(LOW)	Stocks	Self	N/A	Capital Gains, Dividends $201 - $1,000
Lucid Group, Inc.(LCID)	Stocks	Self	$1,001 - $15,000	None
Lumen Technologies, Inc. Common Stock(LUMN)	Stocks	Self	$1,001 - $15,000	None
Mastercard Incorporated(MA)	Stocks	Self	N/A	Capital Gains, Dividends $1,001 - $2,500
McDonald's Corporation(MCD)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Merck & Company, Inc. Common Stock(MRK)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Meta Platforms, Inc. - Class A(META)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Microsoft Corporation(MSFT)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Sherwin-Williams Company(SHW)	Stocks	Self	N/A	Dividends $1 - $200
Snap-On Incorporated Common Stock(SNA)	Stocks	Self	N/A	Dividends $1 - $200
Southern Company(SO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
SPDR Select Sector Fund - Energy Select Sector(XLE)	ETFs	Self	$15,001 - $50,000	Capital Gains, Dividends $1,001 - $2,500
Starbucks Corporation(SBUX)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
STERIS plc(STE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Stryker Corporation(SYK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
T-Mobile US, Inc.(TMUS)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Tesla, Inc.(TSLA)	Stocks	Self	$15,001 - $50,000	None
Texas Instruments Incorporated(TXN)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Toronto Dominion Bank(TD)	Stocks	Self	N/A	Dividends $1 - $200
Tractor Supply Company - Common Stock(TSCO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Uber Technologies, Inc.(UBER)	Stocks	Self	$1,001 - $15,000	None
UnitedHealth Group Incorporated Common Stock(UNH)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Morgan Stanley Active Assets (1)	Other	Self	$1,001 - $15,000	Dividends $1 - $200
Visa Inc.(V)	Stocks	Self	N/A	None
W.W. Grainger, Inc. Common Stock(GWW)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Walmart Inc.(WMT)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Waste Management, Inc.(WM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
WEC Energy Group, Inc.(WEC)	Stocks	Self	N/A	Dividends $1 - $200
West Pharmaceutical Services, Inc.(WST)	Stocks	Self	N/A	Capital Gains, Dividends $201 - $1,000
Zoetis Inc. Class A(ZTS)	Stocks	Self	N/A	Capital Gains, Dividends $201 - $1,000
Amazon.com, Inc.(AMZN)	Stocks	Self	$250,001 - $500,000	None
Amgen Inc.(AMGN)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Apple Inc.(AAPL)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Bank of America Corporation(BAC)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Cash Account	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Goldman Sachs Group, Inc.(GS)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Home Depot, Inc.(HD)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Johnson & Johnson(JNJ)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
MIAMI-DADE CNTY FL AVIATION REV REF-B	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Microsoft Corporation(MSFT)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Porsche Automobil Holding SE Stuttgart Pref No VTG RTS(POAHF)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Procter & Gamble Company(PG)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Tesla, Inc.(TSLA)	Stocks	Self	$15,001 - $50,000	None
UnitedHealth Group Incorporated Common Stock(UNH)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Wstrn Alliance PHOENIX AZ CD	Bank & Cash	Self	$15,001 - $50,000	Interest
Cash Account	Bank & Cash	DC	$100,001 - $250,000	Interest $5,001 - $15,000
Seacoast Banking Corporation of Florida(SBCF)	Stocks	DC	N/A	Dividends $201 - $1,000
US Bk Natl Assn Cincinnati OH CD	Bank & Cash	DC	N/A	Interest $1,001 - $2,500
Cash Account	Bank & Cash	DC	$15,001 - $50,000	Interest $1,001 - $2,500
Charles Schwab Westlake TX CD	Bank & Cash	DC	$100,001 - $250,000	Interest
Seacoast Banking Corporation of Florida(SBCF)	Stocks	DC	N/A	Dividends $201 - $1,000
Abbott Laboratories(ABT)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Accenture plc Class A Ordinary Shares(ACN)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Air Products and Chemicals, Inc.(APD)	Stocks	DC	N/A	Capital Gains, Dividends $201 - $1,000
Allstate Corporation(ALL)	Stocks	DC	N/A	Capital Gains, Dividends $1,001 - $2,500
Alphabet Inc. - Class C Capital Stock(GOOG)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Amazon.com, Inc. - Common Stock(AMZN)	Stocks	DC	$1,001 - $15,000	None
Amgen Inc.(AMGN)	Stocks	DC	$1,001 - $15,000	Dividends $201 - $1,000
Analog Devices, Inc. - Common Stock(ADI)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Apple Inc.(AAPL)	Stocks	DC	$15,001 - $50,000	Dividends $1 - $200
Atmos Energy Corporation Common Stock(ATO)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Automatic Data Processing, Inc.(ADP)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Berkshire Hathaway Inc. New Common Stock(BRK.B)	Stocks	DC	$1,001 - $15,000	None
Best Buy Co., Inc.(BBY)	Stocks	DC	N/A	Capital Gains, Dividends $201 - $1,000
Broadcom Inc. - Common Stock(AVGO)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Brown & Brown, Inc.(BRO)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Active Assets (5)	Other	DC	$1,001 - $15,000	Dividends $1 - $200
Canadian National Railway Company(CNI)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Carrier Global Corporation(CARR)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Cash Account	Bank & Cash	DC	$1,001 - $15,000	Interest $1 - $200
Caterpillar, Inc.(CAT)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Chubb Limited(CB)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Comcast Corporation - Class A(CMCSA)	Stocks	DC	N/A	Capital Gains, Dividends $1 - $200
Costco Wholesale Corporation(COST)	Stocks	DC	$1,001 - $15,000	Dividends $201 - $1,000
Cummins Inc. Common Stock(CMI)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Elevance Health, Inc. Common Stock(ELV)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Eli Lilly and Company Common Stock(LLY)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Energy Select Sector SPDR Fund(XLE)	ETFs	DC	$1,001 - $15,000	Dividends $1 - $200
FactSet Research Systems Inc. Common Stock(FDS)	Stocks	DC	N/A	Dividends $1 - $200
Home Depot, Inc.(HD)	Stocks	DC	$1,001 - $15,000	Dividends $201 - $1,000
Honeywell International Inc.(HON)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Illinois Tool Works Inc.(ITW)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Johnson & Johnson(JNJ)	Stocks	DC	$1,001 - $15,000	Dividends $201 - $1,000
JP Morgan Chase & Co. Common Stock(JPM)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Kimberly-Clark Corporation(KMB)	Stocks	DC	N/A	Dividends $1 - $200
Linde plc - Ordinary Shares(LIN)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Lockheed Martin Corporation(LMT)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Mastercard Incorporated(MA)	Stocks	DC	$1,001 - $15,000	Capital Gains, Dividends $1,001 - $2,500
McDonald's Corporation(MCD)	Stocks	DC	$1,001 - $15,000	Dividends $201 - $1,000
Merck & Company, Inc. Common Stock(MRK)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Meta Platforms, Inc. - Class A Common Stock(META)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Microsoft Corporation(MSFT)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Mondelez International, Inc. - Class A Common Stock(MDLZ)	Stocks	DC	N/A	Dividends $1 - $200
NextEra Energy, Inc.(NEE)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Nike, Inc.(NKE)	Stocks	DC	N/A	Dividends $1 - $200
Northrop Grumman Corporation(NOC)	Stocks	DC	N/A	Dividends $1 - $200
Starbucks Corporation(SBUX)	Stocks	Self	N/A	None
T-Mobile US, Inc.(TMUS)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Texas Instruments Incorporated(TXN)	Stocks	DC	$1,001 - $15,000	Dividends $201 - $1,000
Toronto Dominion Bank(TD)	Stocks	DC	N/A	Dividends $201 - $1,000
Tractor Supply Company - Common Stock(TSCO)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
UnitedHealth Group Incorporated Common Stock(UNH)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Visa Inc.(V)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
W.W. Grainger, Inc. Common Stock(GWW)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Walmart Inc.(WMT)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Waste Management, Inc.(WM)	Stocks	DC	$1,001 - $15,000	Capital Gains, Dividends $201 - $1,000
WEC Energy Group, Inc.(WEC)	Stocks	DC	N/A	Dividends $1 - $200
Zoetis Inc. Class A(ZTS)	Stocks	DC	N/A	Dividends $1 - $200
Abbott Laboratories(ABT)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Accenture plc Class A Ordinary Shares(ACN)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Air Products and Chemicals, Inc.(APD)	Stocks	DC	N/A	Capital Gains, Dividends $1 - $200
Allstate Corporation(ALL)	Stocks	DC	N/A	Capital Gains, Dividends $201 - $1,000
Alphabet Inc. - Class C Capital Stock(GOOG)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Amazon.com, Inc. - Common Stock(AMZN)	Stocks	DC	$1,001 - $15,000	None
Amgen Inc.(AMGN)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Analog Devices, Inc. - Common Stock(ADI)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Apple Inc.(AAPL)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Atmos Energy Corporation Common Stock(ATO)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Automatic Data Processing, Inc.(ADP)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Berkshire Hathaway Inc. New Common Stock(BRK.B)	Stocks	DC	$1,001 - $15,000	None
Broadcom Inc. - Common Stock(AVGO)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Brown & Brown, Inc.(BRO)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Canadian National Railway Company(CNI)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Carrier Global Corporation(CARR)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Cash Account	Bank & Cash	DC	$1,001 - $15,000	Interest
Caterpillar, Inc.(CAT)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Chubb Limited(CB)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Comcast Corporation - Class A(CMCSA)	Stocks	DC	N/A	Dividends $1 - $200
Costco Wholesale Corporation(COST)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Cummins Inc. Common Stock(CMI)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Elevance Health, Inc. Common Stock(ELV)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Eli Lilly and Company Common Stock(LLY)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Energy Select Sector SPDR Fund(XLE)	ETFs	DC	$1,001 - $15,000	Dividends $1 - $200
FactSet Research Systems Inc. Common Stock(FDS)	Stocks	DC	N/A	None
Home Depot, Inc.(HD)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Honeywell International Inc.(HON)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Illinois Tool Works Inc.(ITW)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Johnson & Johnson(JNJ)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
JP Morgan Chase & Co. Common Stock(JPM)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Kimberly-Clark Corporation(KMB)	Stocks	DC	N/A	Dividends $1 - $200
Linde plc - Ordinary Shares(LIN)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Lockheed Martin Corporation(LMT)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Mastercard Incorporated(MA)	Stocks	DC	N/A	Capital Gains, Dividends $1,001 - $2,500
McDonald's Corporation(MCD)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Merck & Company, Inc. Common Stock(MRK)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Meta Platforms, Inc. - Class A Common Stock(META)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Microsoft Corporation(MSFT)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
NextEra Energy, Inc.(NEE)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Nike, Inc.(NKE)	Stocks	DC	N/A	Dividends $1 - $200
Northrop Grumman Corporation(NOC)	Stocks	DC	N/A	Dividends $1 - $200
NVIDIA Corporation - Common Stock(NVDA)	Stocks	DC	$1,001 - $15,000	None
Oracle Corporation Common Stock(ORCL)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Pepsico, Inc.(PEP)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
PNC Financial Services Group, Inc.(PNC)	Stocks	DC	N/A	Dividends $1 - $200
Procter & Gamble Company(PG)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Public Service Enterprise Group Incorporated(PEG)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
QUALCOMM Incorporated(QCOM)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Roper Technologies, Inc.(ROP)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
RPM International Inc.(RPM)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
S&P Global Inc.(SPGI)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Seacoast Banking Corporation of Florida - Common Stock(SBCF)	Stocks	DC	N/A	None
Sherwin-Williams Company(SHW)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Southern Company(SO)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Starbucks Corporation(SBUX)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
T-Mobile US, Inc.(TMUS)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Texas Instruments Incorporated(TXN)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Toronto Dominion Bank(TD)	Stocks	DC	N/A	Dividends $1 - $200
Tractor Supply Company - Common Stock(TSCO)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Active Assets (6)	Other	DC	$1,001 - $15,000	Dividends $1 - $200
UnitedHealth Group Incorporated Common Stock(UNH)	Stocks	Self	N/A	None
Visa Inc.(V)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
W.W. Grainger, Inc. Common Stock(GWW)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Walmart Inc.(WMT)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Waste Management, Inc.(WM)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
WEC Energy Group, Inc.(WEC)	Stocks	DC	N/A	Dividends $1 - $200
West Pharmaceutical Services, Inc. Common Stock(WST)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Zoetis Inc. Class A(ZTS)	Stocks	DC	N/A	Dividends $1 - $200
Bank of China New York NY CD (1)	Bank & Cash	Self	N/A	Interest $2,501 - $5,000
Bank of China New York NY CD (2)	Bank & Cash	Self	N/A	Interest $2,501 - $5,000
Cash Account	Bank & Cash	Self	$500,001 - $1,000,000	Interest $15,001 - $50,000
Charles Schwab Westlake TX CD	Bank & Cash	Self	$100,001 - $250,000	Interest $5,001 - $15,000
Homestreet Bank CD	Bank & Cash	Self	N/A	Interest $201 - $1,000
Industrial & Coml New York NY CD	Bank & Cash	Self	N/A	Interest $5,001 - $15,000
Morgan Stanley Active Assets (7)	Other	Self	N/A	Interest $5,001+
NBT Bank CD Norwich NY CD Norwich, NY	Bank & Cash	Self	N/A	None
ST Bank of India Chicago IL CD Chicago, IL	Bank & Cash	Self	N/A	Interest $5,001 - $15,000
BLACKROCK EMRG MKT A (LBKCZ)	Mutual Funds	DC	$1,001 - $15,000	Tax-Deferred
BLACKROCK EMRG MKT C (MTDBZ)	Mutual Funds	DC	$1,001 - $15,000	Tax-Deferred
BR MID CAP GRTH EQ A (DRBCZ)	Mutual Funds	DC	$1,001 - $15,000	Tax-Deferred
BR MID CAP GRTH EQ C (DBRBZ)	Mutual Funds	DC	$1,001 - $15,000	Tax-Deferred
UBT 529 BD IL DFA RL EST SEC A (UBAFZ)	Mutual Funds	DC	$1,001 - $15,000	Tax-Deferred
UBT 529 BD IL DFA RL EST SEC C (UTDFZ)	Mutual Funds	DC	$1,001 - $15,000	Tax-Deferred
DELAWARE SM CAP CORE A (NBDCA)	Mutual Funds	DC	$1,001 - $15,000	Tax-Deferred
DELAWARE SM CAP CORE C (NBDCC)	Mutual Funds	DC	$1,001 - $15,000	Tax-Deferred
DFA INTL SMALL CO A (DFNSG)	Mutual Funds	DC	$1,001 - $15,000	Tax-Deferred
DFA INTL SMALL CO C (UBNSG)	Mutual Funds	DC	$1,001 - $15,000	Tax-Deferred
TROWE PRICE EQ INC A (NTREA)	Mutual Funds	DC	$15,001 - $50,000	Tax-Deferred
TROWE PRICE EQ INC C (NTEIC)	Mutual Funds	DC	$15,001 - $50,000	Tax-Deferred
Schwab Contributory IRA	Bank & Cash	Self	$1,001 - $15,000	Tax-Deferred
Amazon.com, Inc. - Common Stock(AMZN)	Stocks	Self	$1,001 - $15,000	None
Berkshire Hathaway Inc. New(BRK.B)	Stocks	Self	$1,001 - $15,000	None
Global X Guru Index ETF(GURU)	ETFs	Self	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
iShares US Aerospace & Defense	ETFs	Self	$1,001 - $15,000	None
NVIDIA Corporation - Common Stock(NVDA)	Stocks	Self	$1,001 - $15,000	None
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund(MINT)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Schwab US Dividend Equity ETF(SCHD)	ETFs	Self	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Vanguard Mega Cap ETF(MGC)	ETFs	Self	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Vanguard Scottsdale Intermediate Term Treasury(VGIT)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Vanguard Sector Index Information Technology	ETFs	Self	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Apple Inc.(AAPL)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
Berkshire Hathaway Inc. New Common Stock(BRK.B)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
iShares Core High Dividend ETF(HDV)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Amazon.com, Inc. - Common Stock(AMZN)	Stocks	DC	$15,001 - $50,000	None
Apple Inc.(AAPL)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Berkshire Hathaway Inc. New Common Stock(BRK.B)	Stocks	DC	$1,001 - $15,000	None
iShares Core Aggressive Allocation Fund	ETFs	DC	$1,001 - $15,000	Dividends $1 - $200
NVIDIA Corporation - Common Stock(NVDA)	Stocks	DC	$1,001 - $15,000	None
Tesla, Inc. - Common Stock(TSLA)	Stocks	DC	$1,001 - $15,000	None
Amazon.com, Inc. - Common Stock(AMZN)	Stocks	DC	$1,001 - $15,000	None
Apple Inc.(AAPL)	Stocks	DC	$15,001 - $50,000	Dividends $1 - $200
Berkshire Hathaway Inc. New Common Stock(BRK.B)	Stocks	DC	$1,001 - $15,000	None
iShares Core Aggressive Allocation Fund	ETFs	DC	$1,001 - $15,000	Dividends $1 - $200
NVIDIA Corporation - Common Stock(NVDA)	Stocks	DC	$1,001 - $15,000	None
Tesla, Inc. - Common Stock(TSLA)	Stocks	DC	$1,001 - $15,000	None
Walt Disney Company(DIS)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Ashbritt Inc. 401k	Retirement & Pension	Self	N/A	None
Betterment SEP IRA	Retirement & Pension	Self	N/A	None
Schwab Contributory IRA	Retirement & Pension	Self	N/A	None
StartEngine Investment Account US	Other	Self	N/A	None
Morgan Stanley Active Assets (1) US	Other	Self	N/A	None
Morgan Stanley Active Assets (2) US	Other	Self	N/A	None
Morgan Stanley Active Assets (3) US	Other	DC	N/A	None
Morgan Stanley Active Assets (4) US	Other	DC	N/A	None
Merrill CMA Account US	Bank & Cash	Self	N/A	None
John Hancock Freedom 529 Plan AK	Other	DC	N/A	None
Eagle Strategies Investment Account US	Other	Self	N/A	None
Morgan Stanley Active Assets (5) US	Other	DC	N/A	None
Morgan Stanley Active Assets (6) US	Other	DC	N/A	None
Stash IRA	Retirement & Pension	Self	N/A	None
Stash UTMA (DC 1) US	Other	DC	N/A	None
Morgan Stanley Active Assets (7) US	Other	Self	N/A	None
Morgan Stanley Bright Directions 529 Plan IL	Other	DC	N/A	None
Stash (1) US	Other	Self	N/A	None
Stash (2) US	Other	Self	N/A	None
Stash UTMA (DC 2) US	Other	DC	N/A	None
Adler Real Estate Fund V LP US	LLC / Partnership	Self	N/A	None
Betterment SEP IRA	Retirement & Pension	Spouse	N/A	None
STIFEL Brokerage	Other	DC	N/A	None

Liabilities (3)

Creditor	Type	Amount	Rate	Term
American Express	credit card	$15,001 - $50,000	—	—
CrossCountry Mortgage	mortgage	$500,001 - $1,000,000	—	—
Bank of America	mortgage	$500,001 - $1,000,000	—	—

Trading Sector Allocation (from PTR trades)

Technology$875K

Financial Services$1.4M

Insurance$72K

Consumer Defensive$345K

Industrials$537K

Consumer Cyclical$393K

Healthcare$704K

Utilities$240K

Basic Materials$281K

Energy$97K

Services$56K

Communication Services$112K

Retail Trade$80K

Real Estate$16K

Jared Moskowitz trades Wealthiest members Most active traders FL delegation Articles

Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).