WhatInvestorsBuy

Gerald E. Connolly: Stock Portfolio, Performance and Latest Trades

Gerald E. Connolly

U.S. Representative, VA-11 (former)

D Democrat

Trades disclosed52
Bought / sold7 / 44
Est. volume$587.5K
Typical delay7 days

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Gerald E. Connolly's estimated portfolio today

Annual disclosure as of Dec 31, 2024 plus later trades, valued at the latest close.

StockShare of portfolioAverage buy priceReturnCurrent priceFirst boughtTrades
TSBIXNuveen Core Impact Bond Fund R6
19.4%$8.20+5.0%$8.61Held at end of 20230
NMVAXNuveen Virginia TF Value Fund Cl R
16.7%$9.63−2.0%$9.44Held at end of 20230
ESGUiShares ESG Aware MSCI USA ETF
13.2%$126.56+34.4%$170.08Held at end of 20240
TISCXNuveen Large Cap Responsible Equity Fund R6
12.7%$24.42+35.0%$32.96Held at end of 20230
LDOSLeidos Holdings, Inc.
5.82%$141.29−19.6%$113.55Held at end of 20212
PHYQXPGIM High Yield Fund Class R6
4.11%$4.24+8.9%$4.62Held at end of 20230
BMYBristol-Myers Squibb Company
3.94%$51.59+15.7%$59.70Held at end of 20210
DDominion Energy, Inc.
3.76%$49.86+23.4%$61.53Jun 20, 20181
SAICSCIENCE APPLICATIONS INTERNATIONAL CORPORATION
3.01%$109.14+11.9%$122.08Held at end of 20212
ESMLiShares ESG Aware MSCI USA Small-Cap ETF
2.33%$41.27+26.8%$52.32Held at end of 20230
MRKMerck & Company, Inc.
2.24%$93.94+52.0%$142.79Held at end of 20210
NUSCNuveen ESG Small-Cap ETF
2.17%$41.45+17.8%$48.85Held at end of 20230
KOCoca-Cola Company
2.14%$59.32+44.7%$85.82Held at end of 20210
NULGNuveen ESG Large-Cap Growth ETF
2.00%$85.74+35.3%$115.98Held at end of 20230
TISIXNuveen Short Term Bond Fund R6
1.95%$9.41+6.1%$9.98Held at end of 20230
FLTRXNuveen Flagship Limited Term Municipal Bond Fd Cl R Shs
1.51%$10.29+2.2%$10.52Held at end of 20230
PGProcter & Gamble Company
1.37%$159.78−7.5%$147.82Held at end of 20210
NUDMNuveen ESG International Developed Markets Equity ETF
0.51%$27.94+40.7%$39.31Held at end of 20230
WFCWells Fargo & Company
0.43%$67.63+18.7%$80.26Held at end of 20210
DISWalt Disney Company
0.35%$109.29−4.2%$104.75Held at end of 20210
ZBHZimmer Biomet Holdings, Inc.
0.31%$103.76−14.7%$88.49Held at end of 20210
OGNOrganon & Co.
0.02%$14.47−4.7%$13.79Held at end of 20210

Gerald E. Connolly's buys and sells

Jun 20, 2018 to May 13, 2025, 7 disclosed after the 45-day deadline.

StockActionAmountTradedDisclosed
LDOSJointLeidos Holdings, Inc.
Sold part$1K–$15KMay 13, 2025May 17, 20254 days later
SAICJointScience Applications International Corporation
Sold part$1K–$15KMay 13, 2025May 17, 20254 days later
DJointDominion Energy, Inc.
Sold part$1K–$15KFeb 5, 2025Feb 6, 20251 days later
LDOSJointLeidos Holdings, Inc.
Sold part$1K–$15KFeb 5, 2025Feb 6, 20251 days later
SAICJointScience Applications International Corporation
Sold part$1K–$15KFeb 5, 2025Feb 6, 20251 days later
LDOSJointLeidos Holdings, Inc.
Sold part$1K–$15KOct 10, 2024Oct 11, 20241 days later
SAICJointScience Applications International Corporation
Sold part$1K–$15KOct 10, 2024Oct 11, 20241 days later
DJointDominion Energy, Inc.
Sold part$1K–$15KJul 2, 2024Jul 5, 20243 days later
LDOSJointLeidos Holdings, Inc.
Sold part$1K–$15KJul 2, 2024Jul 5, 20243 days later
SAICJointScience Applications International Corporation
Sold part$1K–$15KJul 2, 2024Jul 5, 20243 days later
DJointDominion Energy, Inc.
Sold part$1K–$15KMar 18, 2024Mar 22, 20244 days later
LDOSJointLeidos Holdings, Inc.
Sold part$1K–$15KMar 18, 2024Mar 22, 20244 days later
SAICJointScience Applications International Corporation
Sold part$1K–$15KMar 18, 2024Mar 22, 20244 days later
DJointDominion Energy, Inc.
Sold part$1K–$15KNov 13, 2023Nov 14, 20231 days later
LDOSJointLeidos Holdings, Inc.
Sold part$15K–$50KNov 13, 2023Nov 14, 20231 days later
SAICJointSCIENCE APPLICATIONS INTERNATIONAL CORPORATION
Sold part$1K–$15KNov 13, 2023Nov 14, 20231 days later
DJointDominion Energy, Inc.
Sold part$1K–$15KAug 15, 2023Aug 25, 202310 days later
LDOSJointLeidos Holdings, Inc.
Sold part$1K–$15KAug 15, 2023Aug 25, 202310 days later
SAICJointSCIENCE APPLICATIONS INTERNATIONAL CORPORATION
Sold part$1K–$15KAug 15, 2023Aug 25, 202310 days later
DJointDominion Energy, Inc.
Sold part$1K–$15KMar 29, 2023Apr 4, 20236 days later
LDOSJointLeidos Holdings, Inc.
Sold part$1K–$15KMar 29, 2023Apr 4, 20236 days later
SAICJointSCIENCE APPLICATIONS INTERNATIONAL CORPORATION
Sold part$1K–$15KMar 29, 2023Apr 4, 20236 days later
DJointDominion Energy, Inc.
Sold part$1K–$15KDec 6, 2022Jan 24, 202349 days later · late
LDOSJointLeidos Holdings, Inc.
Sold part$15K–$50KDec 6, 2022Jan 24, 202349 days later · late
SAICJointSCIENCE APPLICATIONS INTERNATIONAL CORPORATION
Sold part$1K–$15KDec 6, 2022Jan 24, 202349 days later · late
DJointDominion Energy, Inc.
Sold part$15K–$50KAug 30, 2022Sep 1, 20222 days later
LDOSJointLeidos Holdings, Inc.
Sold part$15K–$50KAug 30, 2022Sep 1, 20222 days later
SAICJointSCIENCE APPLICATIONS INTERNATIONAL CORPORATION
Sold part$1K–$15KAug 30, 2022Sep 1, 20222 days later
DJointDominion Energy, Inc.
Sold part$1K–$15KDec 9, 2021Dec 23, 202114 days later
LDOSJointleidos Holdings, Inc. (lDOS)
Sold part$1K–$15KDec 9, 2021Dec 23, 202114 days later
DJointDominion Energy, Inc.
Sold part$1K–$15KAug 25, 2021Sep 5, 202111 days later
LDOSJointleidos Holdings, Inc. (lDOS)
Sold part$15K–$50KAug 25, 2021Sep 5, 202111 days later
SAICJointSCIENCE APPlICATIONS INTERNATIONAl CORPORATION
Sold part$1K–$15KAug 25, 2021Sep 5, 202111 days later
DJointDominion Energy, Inc.
Sold part$1K–$15KApr 22, 2021May 5, 202113 days later
LDOSJointleidos Holdings, Inc. (lDOS)
Sold part$1K–$15KApr 22, 2021May 5, 202113 days later
DJointDominion Energy, Inc.
Sold part$1K–$15KJan 21, 2021Jan 27, 20216 days later
LDOSJointleidos Holdings, Inc. (lDOS)
Sold part$1K–$15KJan 21, 2021Jan 27, 20216 days later
SAICJointSCIENCE APPlICATIONS INTERNATIONAl CORPORATION
Sold part$1K–$15KJan 21, 2021Jan 27, 20216 days later
DJointDominion Energy, Inc.
Sold part$15K–$50KOct 22, 2020Nov 3, 202012 days later
LDOSJointleidos Holdings, Inc. (lDOS)
Sold part$1K–$15KOct 22, 2020Nov 3, 202012 days later
SAICJointSCIENCE APPlICATIONS INTERNATIONAl CORPORATION
Sold part$1K–$15KOct 22, 2020Nov 3, 202012 days later
DJointDominion Energy, Inc.
Sold part$15K–$50KJul 14, 2020Jul 26, 202012 days later
PGJointProcter & Gamble Company
Sold part$1K–$15KJan 14, 2020Jun 18, 2020156 days later · late
DISJointWalt Disney Company
Sold part$1K–$15KJan 14, 2020Jun 18, 2020156 days later · late
ERHWells Fargo utilities and High Income Fund [sT]
Bought$1K–$15KDec 10, 2019Jan 29, 202050 days later · late
DJointDominion Energy, Inc. [sT]
Bought$1K–$15KSep 25, 2019Oct 3, 20198 days later
DJointDominion Energy, Inc. [sT]
Bought$1K–$15KJun 26, 2019Jul 2, 20196 days later
DJointDominion Energy, Inc. [sT]
Bought$1K–$15KMar 20, 2019Apr 10, 201921 days later
DJointDominion Energy, Inc. [sT]
Bought$1K–$15KDec 26, 2018Jan 11, 201916 days later
CIJointCigna Corporation
Exchange$1K–$15KDec 24, 2018Apr 27, 2019124 days later · late
DDominion Energy, Inc. [sT]
Bought$1K–$15KSep 26, 2018Oct 13, 201817 days later
DDominion Energy, Inc. [sT]
Bought$1K–$15KJun 20, 2018Jul 24, 201834 days later

Gerald E. Connolly's portfolio by sector

Share of the estimated stock portfolio.

8.8%Technology
SectorShareValueHoldings
Other77%~$1.7M11
Technology8.8%~$194.4K2
Health Care6.5%~$143.5K4
Utilities3.8%~$82.7K1
Consumer Staples3.5%~$77.1K2
Financials0.4%~$9.5K1
Communication Services0.4%~$7.7K1

Portfolio performance: Gerald E. Connolly vs. benchmarks

Copying everything that was public: the holdings in each annual financial disclosure, bought on the day it was published, and every trade on the day it was disclosed. Since Jul 27, 2018.

  • You, copying after each disclosure – estimated value
  • S&P 500
  • Nasdaq-100
−40%−20%0%+20%+40%+60%+80%+100%+120%OctJulApr2024OctJulApr+117%Nasdaq-100+91%S&P 500+36%You, copying
Oct 1, 2021 to Oct 7, 2026, buying on disclosure dates; call options valued with their leverage (strike and expiry from the disclosure); prices adjusted for dividends and splits.
Total returnPer year
You, copying after each disclosure – estimated value+35.8%+6.3%
S&P 500+91.4%+13.8%
Nasdaq-100+116.8%+16.7%

Gerald E. Connolly's most traded stocks

Number of disclosed buys and sells per stock.

StockBuysSells
DDominion Energy, Inc.
614
LDOSleidos Holdings, Inc. (lDOS)
015
SAICScience Applications International Corporation
013
PGProcter & Gamble Company
01
CICigna Corporation
00
ERHWells Fargo utilities and High Income Fund (ERH) [sT]
10
DISWalt Disney Company
01

Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.