WhatInvestorsBuy

Michael Waltz: Stock Portfolio, Performance and Latest Trades

Michael Waltz

U.S. Representative, FL-6 (former)

R Republican

Trades disclosed6
Bought / sold2 / 2
Est. volume$16M
Typical delay30 days

Get an email when Michael Waltz discloses a trade

Free, no account needed. Unsubscribe with one click.

Michael Waltz's estimated portfolio today

Annual disclosure as of Dec 31, 2023 plus later trades, valued at the latest close.

StockShare of portfolioAverage buy priceReturnCurrent priceFirst boughtTrades
MUBiShares National Muni Bond ETF
22.3%$99.49+1.0%$100.52Held at end of 20220
QUALiShares MSCI USA Quality Factor ETF
19.2%$143.31+57.6%$225.90Held at end of 20230
SPYSPDR S&P 500
18.7%$460.25+68.9%$777.22Held at end of 20210
RSPInvesco S&P 500 Equal Weight ETF
15.4%$150.91+39.6%$210.60Held at end of 20230
NICHXVariant Alternative Income Fund
10.8%$21.84+17.7%$25.71Held at end of 20210
CCLFXCliffwater Corporate Lending Fund Class I
4.63%$8.12+25.6%$10.20Held at end of 20210
HASCXHarbor Small Cap Value Fund Insti Cl
4.31%$37.10+41.1%$52.34Held at end of 20210
SCHVSchwab U.S. Large-Cap Value ETF
3.93%$22.05+52.3%$33.58Held at end of 20210
VBKVanguard Small-Cap Growth ETF
0.69%$238.27+43.6%$342.24Held at end of 20210

Michael Waltz's buys and sells

Nov 23, 2020 to Dec 24, 2024.

StockActionAmountTradedDisclosed
BoodleAI
Exchange$50K–$100KDec 24, 2024Jan 23, 202530 days later
BoodleAI
Exchange$50K–$100KDec 24, 2024Jan 23, 202530 days later
BitcoinOther
Bought$15K–$50KJun 16, 2021Jul 14, 202128 days later
BitcoinOther
Bought$15K–$50KJun 14, 2021Jul 14, 202130 days later
Metis Solutions Corporation
Sold$5M–$25MNov 23, 2020Dec 29, 202036 days later
Metis Solutions Corporation - Options
Sold$500K–$1MNov 23, 2020Dec 29, 202036 days later

Portfolio performance: Michael Waltz 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 Aug 19, 2022.

  • You, copying after each disclosure – estimated value
  • S&P 500
  • Nasdaq-100
−20%0%+20%+40%+60%+80%+100%+120%+140%+160%OctJulApr2025OctJul+141%Nasdaq-100+95%S&P 500+39%You, copying
Aug 19, 2022 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+39.2%+8.3%
S&P 500+94.7%+17.5%
Nasdaq-100+140.7%+23.7%

Michael Waltz's most traded stocks

Number of disclosed buys and sells per stock.

–

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