WhatInvestorsBuy

Mikie Sherrill: Stock Portfolio, Performance and Latest Trades

Mikie Sherrill

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

D Democrat

Trades disclosed300
Bought / sold38 / 262
Est. volume$5.9M
Typical delay41 days

Mikie Sherrill'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
UPRXXUBS Prime Reserves Fund
28.2%$1.00+0.0%$1.00Held at end of 20220
FPUIXFidelity Advisor 529 Limited Term Bond Portfolio: Class I (FPUIX) C: Value on 12/31/2024 $264,957
11.0%$19.26+6.4%$20.50Held at end of 20230
SPYSPDR S&P 500 (SPY) C: Value on 12/31/2024 $774,212
9.53%$574.79+35.2%$777.22Held at end of 20210
VTTHXVanguard Target Retirement 2035 Fund (VTTHX) C: Value on 12/31/2024 $530,501
9.00%$23.29+27.7%$29.74Held at end of 20230
XLKSPDR Select Sector Fund - Technology (XLK) C: Value on 12/31/2024 $366,917
6.16%$115.13+74.9%$201.39Held at end of 20210
QQQInvesco QQQ Trust, Series 1 (QQQ) C: Value on 12/31/2024 $281,177
5.27%$506.92+49.5%$757.73Held at end of 20240
IVWiShares S&P 500 Growth ETF (IVW) C: Value on 12/31/2024 $298,092
5.10%$100.80+44.7%$145.89Held at end of 20210
EFAiShares MSCI EAFE ETF (EFA) C: Value on 12/31/2024 $273,028
5.05%$71.86+43.5%$103.10Held at end of 20210
IVViShares Core S&P 500 ETF (IVV) C: Value on 12/31/2024 $294,340
4.77%$576.45+35.4%$780.58Held at end of 20210
ACWXiShares MSCI ACWI ex U.S. ETF (ACWX) C: Value on 12/31/2024 $159,870
2.48%$50.06+50.7%$75.47Held at end of 20210
HDViShares Core High Dividend ETF (HDV) C: Value on 12/31/2024 $206,671
2.19%$21.27+32.9%$28.28Held at end of 20210
VGTVanguard Information Tech ETF (VGT) C: Value on 12/31/2024 $67,776
1.69%$77.11+67.8%$129.37Held at end of 20210
IJRiShares Core S&P Small-Cap ETF (IJR) C: Value on 12/31/2024 $97,937
1.23%$112.57+21.8%$137.08Held at end of 20210
VPUVanguard Utilities ETF (VPU) C: Value on 12/31/2024 $79,259
0.81%$155.68+14.4%$178.17Held at end of 20230
IEMGiShares Core MSCI Emerging Markets ETF (IEMG) C: Value on 12/31/2024 $35,927
0.62%$50.30+63.1%$82.04Held at end of 20210
EWJiShares MSCI Japan Index Fund (EWJ) C: Value on 12/31/2024 $30,262
0.59%$63.81+54.1%$98.32Held at end of 20210
EZUiShares MSCI Eurozone ETF (EZU) C: Value on 12/31/2024 $19,022
0.56%$44.98+46.5%$65.90Held at end of 20210
EWUiShares MSCI United Kingdom ETF (EWU) C: Value on 12/31/2024 $17,357
0.54%$32.13+43.0%$45.93Held at end of 20210
IEURiShares Core MSCI Europe ETF (IEUR) C: Value on 12/31/2024 $37,570
0.54%$51.26+41.8%$72.70Held at end of 20210
VTVVanguard Value ETF (VTV) C: Value on 12/31/2024 $20,824
0.51%$163.22+33.7%$218.21Held at end of 20210
XLISPDR Select Sector Fund - Industrial (XLI) C: Value on 12/31/2024 $17,656
0.50%$128.94+30.2%$167.84Held at end of 20210
XLVSPDR Select Sector Fund - Health Care (XLV) C: Value on 12/31/2024 $20,223
0.48%$133.54+26.4%$168.81Held at end of 20210
GLDSPDR Gold Trust
0.47%$242.13+55.2%$375.88Held at end of 20210
XLCThe Communication Services Select Sector SPDR Fund (XLC) C: Value on 12/31/2024 $23,234
0.45%$94.78+17.4%$111.26Held at end of 20210
XLFSPDR Select Sector Fund - Financial (XLF) C: Value on 12/31/2024 $27,306
0.43%$47.09+14.1%$53.75Held at end of 20210
XLPSPDR Select Sector Fund - Consumer Staples (XLP) C: Value on 12/31/2024 $15,172
0.41%$75.07+8.8%$81.70Held at end of 20210
XLYSPDR Select Sector Fund - Consumer Discretionary (XLY) C: Value on 12/31/2024 $22,659
0.38%$110.53+0.8%$111.36Held at end of 20210
IEFAiShares Core MSCI EAFE ETF (IEFA) C: Value on 12/31/2024 $12,580
0.22%$66.64+44.4%$96.20Held at end of 20210
BBAXJPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) C: Value on 12/31/2024 $14,381
0.20%$45.48+34.2%$61.02Held at end of 20210
XLBMaterials Select Sector SPDR (XLB) C: Value on 12/31/2024 $7,909
0.18%$40.73+20.3%$48.98Held at end of 20210
XLUSPDR Select Sector Fund - Utilities (XLU) C: Value on 12/31/2024 $7,266
0.17%$36.04+14.2%$41.15Held at end of 20210
XLREReal Estate Select Sector SPDR Fund (XLRE) C: Value on 12/31/2024 $6,670
0.16%$38.39+5.7%$40.57Held at end of 20210
INDAIshares MSCI India ETF (INDA) C: Value on 12/31/2024 $12,897
0.13%$52.64−12.4%$46.11Held at end of 20210

Mikie Sherrill's buys and sells

Mar 7, 2019 to Mar 7, 2025, 17 disclosed after the 45-day deadline.

StockActionAmountTradedDisclosed
UBSJointUBS Group AG Registered Ordinary Shares
Sold part$250K–$500KMar 7, 2025Mar 10, 20253 days later
UBSJointUBS Group AG Registered Ordinary Shares
Sold part$50K–$100KMay 14, 2024May 15, 20241 days later
UBSJointUBS Group AG Registered Ordinary Shares
Sold part$250K–$500KMay 13, 2024May 13, 20240 days later
UBSSpouseUBS Group AG Registered Ordinary Shares
Sold$250K–$500KMar 3, 2023Mar 3, 20230 days later
UBSJointUBS Group AG Registered Ordinary Shares
Sold$100K–$250KMay 23, 2022May 23, 20220 days later
UBSJointuBS group Ag Registered Ordinary Shares (uBS)
Sold part$100K–$250KMar 9, 2022Apr 6, 202228 days later
UBSSpouseuBS group Ag Registered Ordinary Shares (uBS)
Sold$250K–$500KMar 9, 2021Apr 1, 202123 days later
UBSSpouseUBS group Ag Registered Ordinary Shares
Sold$50K–$100KJun 1, 2020Dec 3, 2021550 days later · late
UBSSpouseUBS group Ag Registered Ordinary Shares
Sold part$100K–$250KApr 29, 2020Dec 3, 2021583 days later · late
FDRRFidelity Dividend ETF for Rising Rates
Bought$100K–$250KFeb 21, 2020Apr 5, 202044 days later
IGViShares Expanded Tech-Software Sector ETF (IgV)
Bought$100K–$250KFeb 21, 2020Apr 5, 202044 days later
Nuveen ESg large-Cap growth ETF (Nulg)
Bought$100K–$250KFeb 21, 2020Apr 5, 202044 days later
SCHDSchwab uS Dividend Equity ETF
Bought$100K–$250KFeb 21, 2020Apr 5, 202044 days later
SPYGSPDR Series Trust SPDR Portfolio S&P 500 growth ETF (SPYg)
Bought$100K–$250KFeb 21, 2020Apr 5, 202044 days later
ABTabbott laboratories (aBT)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
ACNaccenture plc Class a Ordinary Shares (aCN)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
APDair Products and Chemicals, Inc. (aPD)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
AREalexandria Real Estate Equities, Inc. (aRE)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
BABAalibaba group Holding limited american Depositary Shares ea…
Sold$15K–$50KFeb 20, 2020Apr 5, 202045 days later
alphabet Inc. - Class a (gOOgl)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
GOOGalphabet Inc. Class C Capital Stock (gOOg)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
MOaltria group, Inc.
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
AMZNamazon.com, Inc. (aMZN)
Sold$15K–$50KFeb 20, 2020Apr 5, 202045 days later
AMGNamgen Inc. (aMgN)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
ADIanalog Devices, Inc. (aDI)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
apple Inc. (aaPl)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
arthur J. gallagher & Co. (aJg)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
ADSKautodesk, Inc. (aDSK)
Sold$15K–$50KFeb 20, 2020Apr 5, 202045 days later
ADPautomatic Data Processing, Inc. (aDP)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
AVBavalonBay Communities, Inc. (aVB)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
BACBank of america Corporation (BaC)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
BDXBecton, Dickinson and Company
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
BLKBlackRock, Inc. (BlK)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
BXPBoston Properties, Inc.
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
BMYBristol-Myers Squibb Company
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
COFCapital One Financial Corporation
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
CERNCerner Corporation
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
CVXChevron Corporation
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
CBChubb limited
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
CSCOCisco Systems, Inc.
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
CMECME group Inc. Class a
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
CMSCMS Energy Corporation
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
KOCoca-Cola Company
Sold$15K–$50KFeb 20, 2020Apr 5, 202045 days later
CLColgate-Palmolive Company (Cl)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
CMCSAComcast Corporation Class a (CMCSa)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
COPConocoPhillips
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
CFRCullen/Frost Bankers, Inc.
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
CVSCVS Health Corporation
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
DANOYDanone Sponsored aDR (DaNOY)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
DEDeere & Company
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
DFSDiscover Financial Services
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
DOVDover Corporation
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
DDDuPont de Nemours, Inc.
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
EIXEdison International
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
Eli lilly and Company (llY)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
ETREntergy Corporation
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
EXPDExpeditors International of Washington, Inc.
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
XOMExxon Mobil Corporation
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
FBFacebook, Inc. Class a
Sold$15K–$50KFeb 20, 2020Apr 5, 202045 days later
FDSFactSet Research Systems Inc.
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
FISFidelity National Information Services, Inc.
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
GDgeneral Dynamics Corporation (gD)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
GILDgilead Sciences, Inc. (gIlD)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
HIGHartford Financial Services group, Inc. (HIg)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
HASHasbro, Inc. (HaS)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
HDHome Depot, Inc.
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
HONHoneywell International Inc.
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
ITWIllinois Tool Works Inc.
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
IBMInternational Business Machines Corporation
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
JNJJohnson & Johnson
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
LVSlas Vegas Sands Corp. (lVS)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
MTBM&T Bank Corporation
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
MMCMarsh & Mclennan Companies, Inc.
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
MCDMcDonald's Corporation
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
MDTMedtronic plc. Ordinary Shares
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
MRKMerck & Company, Inc.
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
METMetlife, Inc.
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
MSFTMicrosoft Corporation
Sold$15K–$50KFeb 20, 2020Apr 5, 202045 days later
MDLZMondelez International, Inc. Class a (MDlZ)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
MNSTMonster Beverage Corporation
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
NEENextEra Energy, Inc.
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
NSCNorfolk Southern Corporation
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
NTRSNorthern Trust Corporation
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
NVSNovartis ag
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
NVONovo Nordisk a/S
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
NVDANVIDIa Corporation (NVDa)
Sold$15K–$50KFeb 20, 2020Apr 5, 202045 days later
ORCLOracle Corporation (ORCl)
Sold$15K–$50KFeb 20, 2020Apr 5, 202045 days later
PHParker-Hannifin Corporation
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
PEPPepsico, Inc.
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
PFEPfizer, Inc.
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
PMPhilip Morris International Inc
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
PNCPNC Financial Services group, Inc.
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
PPGPPg Industries, Inc. (PPg)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
PGProcter & gamble Company (Pg)
Sold$15K–$50KFeb 20, 2020Apr 5, 202045 days later
PGRProgressive Corporation (PgR)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
PRUPrudential Financial, Inc. (PRu)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
PEGPublic Service Enterprise group Incorporated (PEg)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
QCOMQualCOMM Incorporated
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
REGNRegeneron Pharmaceuticals, Inc. (REgN)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
RSGRepublic Services, Inc. (RSg)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
RHHBYRoche Holdings ag Basel american Depositary Shares
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
RPMRPM International Inc.
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
SLBSchlumberger N.V. (SlB)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
SEICSEI Investments Company
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
SPGSimon Property group, Inc. (SPg)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
SWKStanley Black & Decker, Inc.
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
SBUXStarbucks Corporation (SBuX)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
TROWT. Rowe Price group, Inc.
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
TXNTexas Instruments Incorporated
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
TRVThe Travelers Companies, Inc.
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
TFCTruist Financial Corporation
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
USBu.S. Bancorp (uSB)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
UTXunited Technologies Corporation (uTX)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
UNHunitedHealth group Incorporated Common Stock (uNH)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
VFCV.F. Corporation
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
VLOValero Energy Corporation (VlO)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
VARVarian Medical Systems, Inc. (VaR)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
VTRVentas, Inc.
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
VZVerizon Communications Inc.
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
VVisa Inc.
Sold$15K–$50KFeb 20, 2020Apr 5, 202045 days later
VNOVornado Realty Trust
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
WMTWalmart Inc.
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
WFCWells Fargo & Company
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
WHWyndham Hotels & Resorts, Inc.
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
XELXcel Energy Inc. (XEl)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
YUMCYum China Holdings, Inc. (YuMC)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
YUMYum! Brands, Inc. (YuM)
Sold$1K–$15KFeb 20, 2020Apr 5, 202045 days later
MRKMerck & Company, Inc.
Sold$770Feb 6, 2020Mar 23, 202046 days later · late
IBMInternational Business Machines Corporation
Bought$1K–$15KFeb 4, 2020Feb 19, 202015 days later
MTBM&T Bank Corporation
Bought$1K–$15KJan 27, 2020Feb 19, 202023 days later
BLKBlackRock, Inc. (BlK)
Bought$1K–$15KJan 21, 2020Feb 19, 202029 days later
BMYBristol-Myers Squibb Company
Bought$1K–$15KJan 21, 2020Feb 19, 202029 days later
DDDuPont de Nemours, Inc.
Bought$1K–$15KJan 21, 2020Feb 19, 202029 days later
XOMExxon Mobil Corporation
Bought$1K–$15KJan 21, 2020Feb 19, 202029 days later
GDgeneral Dynamics Corporation (gD)
Bought$1K–$15KJan 21, 2020Feb 19, 202029 days later
GILDgilead Sciences, Inc. (gIlD)
Bought$1K–$15KJan 21, 2020Feb 19, 202029 days later
PFEPfizer, Inc.
Bought$1K–$15KJan 21, 2020Feb 19, 202029 days later
PMPhilip Morris International Inc
Bought$1K–$15KJan 21, 2020Feb 19, 202029 days later
PRUPrudential Financial, Inc. (PRu)
Bought$1K–$15KJan 21, 2020Feb 19, 202029 days later
VTRVentas, Inc.
Bought$1K–$15KJan 21, 2020Feb 19, 202029 days later
VNOVornado Realty Trust
Bought$1K–$15KJan 21, 2020Feb 19, 202029 days later
AMZNamazon.com, Inc. (aMZN)
Bought$1K–$15KJan 15, 2020Feb 19, 202035 days later
CLColgate-Palmolive Company (Cl)
Bought$1K–$15KJan 15, 2020Feb 19, 202035 days later
REGNRegeneron Pharmaceuticals, Inc. (REgN)
Bought$1K–$15KJan 15, 2020Feb 19, 202035 days later
SLBSchlumberger N.V. (SlB)
Bought$1K–$15KJan 15, 2020Feb 19, 202035 days later
SEICSEI Investments Company
Bought$1K–$15KJan 15, 2020Feb 19, 202035 days later
RHHBYRoche Holdings ag Basel american Depositary Shares
Bought$1K–$15KJan 2, 2020Jan 10, 20208 days later
QCOMQualCOMM Incorporated
Sold$615Dec 30, 2019Jan 10, 202011 days later
QCOMQualCOMM Incorporated
Sold$443Dec 27, 2019Jan 10, 202014 days later
AXPamerican Express Company (aXP)
Sold$497Dec 23, 2019Jan 10, 202018 days later
QCOMQualCOMM Incorporated
Sold$443Dec 23, 2019Jan 10, 202018 days later
BLKBlackRock, Inc. (BlK)
Sold$1K–$15KDec 18, 2019Jan 10, 202023 days later
BMYBristol-Myers Squibb Company
Sold$1K–$15KDec 18, 2019Jan 10, 202023 days later
DDDuPont de Nemours, Inc.
Sold$1K–$15KDec 18, 2019Jan 10, 202023 days later
XOMExxon Mobil Corporation
Sold$1K–$15KDec 18, 2019Jan 10, 202023 days later
GDgeneral Dynamics Corporation (gD)
Sold$1K–$15KDec 18, 2019Jan 10, 202023 days later
GILDgilead Sciences, Inc. (gIlD)
Sold$1K–$15KDec 18, 2019Jan 10, 202023 days later
MTBM&T Bank Corporation
Sold$1K–$15KDec 18, 2019Jan 10, 202023 days later
PFEPfizer, Inc.
Sold$1K–$15KDec 18, 2019Jan 10, 202023 days later
PMPhilip Morris International Inc
Sold$1K–$15KDec 18, 2019Jan 10, 202023 days later
PRUPrudential Financial, Inc. (PRu)
Sold$1K–$15KDec 18, 2019Jan 10, 202023 days later
VTRVentas, Inc.
Sold$1K–$15KDec 18, 2019Jan 10, 202023 days later
VNOVornado Realty Trust
Sold$1K–$15KDec 18, 2019Jan 10, 202023 days later
CLColgate-Palmolive Company (Cl)
Sold$1K–$15KDec 12, 2019Jan 10, 202029 days later
REGNRegeneron Pharmaceuticals, Inc. (REgN)
Sold$1K–$15KDec 12, 2019Jan 10, 202029 days later
SLBSchlumberger N.V. (SlB)
Sold$1K–$15KDec 12, 2019Jan 10, 202029 days later
SEICSEI Investments Company
Sold$1K–$15KDec 12, 2019Jan 10, 202029 days later
TIFTiffany & Co.
Sold$1K–$15KNov 25, 2019Jan 3, 202039 days later
CVSCVS Health Corporation
Bought$1K–$15KNov 18, 2019Jan 3, 202046 days later · late
JNJJohnson & Johnson
Bought$1K–$15KNov 18, 2019Jan 3, 202046 days later · late
BDXBecton, Dickinson and Company
Sold$510Oct 30, 2019Jan 3, 202065 days later · late
MSFTMicrosoft Corporation
Sold$413Oct 22, 2019Jan 3, 202073 days later · late
MSFTMicrosoft Corporation
Sold$976Oct 17, 2019Jan 3, 202078 days later · late
TXNTexas Instruments Incorporated
Sold$778Oct 17, 2019Jan 3, 202078 days later · late
RHHBYRoche Holdings ag Basel american Depositary Shares
Bought$1K–$15KOct 4, 2019Jan 3, 202091 days later · late
RHHBYRoche Holdings ag Basel american Depositary Shares
Bought$1K–$15KOct 3, 2019Jan 3, 202092 days later · late
CMECME group Inc. Class a
Sold$406Sep 11, 2019Jan 3, 2020114 days later · late
MSFTMicrosoft Corporation
Sold$679Sep 11, 2019Jan 3, 2020114 days later · late
UTXunited Technologies Corporation (uTX)
Bought$1K–$15KAug 29, 2019Jan 3, 2020127 days later · late
VLOValero Energy Corporation (VlO)
Bought$1K–$15KAug 13, 2019Jan 3, 2020143 days later · late
UTXunited Technologies Corporation (uTX)
Bought$1K–$15KAug 7, 2019Jan 3, 2020149 days later · late
PFEPfizer, Inc.
Sold$1K–$15KAug 2, 2019Jan 3, 2020154 days later · late
EIXEdison International
Bought$1K–$15KJul 31, 2019Sep 5, 201936 days later
BMYBristol-Myers Squibb Company
Bought$1K–$15KJul 25, 2019Sep 5, 201942 days later
XOMExxon Mobil Corporation
Bought$1K–$15KJun 17, 2019Jul 8, 201921 days later
BABAalibaba group Holding limited american Depositary Shares ea…
Sold$1K–$15KMay 29, 2019Jul 8, 201940 days later
alphabet Inc. - Class a (gOOgl)
Sold$1K–$15KMay 29, 2019Jul 8, 201940 days later
GOOGalphabet Inc. Class C Capital Stock (gOOg)
Sold$1K–$15KMay 29, 2019Jul 8, 201940 days later
AMZNamazon.com, Inc. (aMZN)
Sold$1K–$15KMay 29, 2019Jul 8, 201940 days later
FBFacebook, Inc. Class a
Sold$1K–$15KMay 29, 2019Jul 8, 201940 days later
VVisa Inc.
Sold$1K–$15KMay 29, 2019Jul 8, 201940 days later
aIa group, ltd. Sponsored american Depository Receipt (aagIY)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
aIa group, ltd. Sponsored american Depository Receipt (aagIY)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
aIa group, ltd. Sponsored american Depository Receipt (aagIY)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
aIa group, ltd. Sponsored american Depository Receipt (aagIY)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
EADSYairbus group unsponsored aDR (EaDSY)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
EADSYairbus group unsponsored aDR (EaDSY)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
AHKSYasahi Kaisai Corporation american Depositary Shares (aHKSY)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
ASMLaSMl Holding N.V. aDS represents 1 ordinary share (aSMl)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
ASMLaSMl Holding N.V. aDS represents 1 ordinary share (aSMl)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
ASAZYassa abloy aB unsponsored aDR (aSaZY)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
AZNastrazeneca PlC (aZN)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
AZNastrazeneca PlC (aZN)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
AZNastrazeneca PlC (aZN)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
BGNEBeigene, ltd. american Depositary Shares (BgNE)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
BNPQYBNP Paribas american Depositary Shares
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
CNICanadian National Railway Company
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
CABGYCarlsberg aS Sponsored aDR Representing Class B Shares (CaB…
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
CABGYCarlsberg aS Sponsored aDR Representing Class B Shares (CaB…
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
CABGYCarlsberg aS Sponsored aDR Representing Class B Shares (CaB…
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
DANOYDanone Sponsored aDR (DaNOY)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
DBOEYDeutsche Boerse ag unsponsored aDR
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
DEODiageo plc
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
DEODiageo plc
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
DNHBYDNB aSa SPONSORED aDR Representing 10
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
DSDVYDSV a/S unsponsored aDR
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
ENBEnbridge Inc
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
ENLAYEnel Societa Per azioni unsponsored aDR (ENlaY)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
ESLOYEssilor International Sa aDR (ESlOY)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
GMXAYgenmab a/S american Depositary Shares (gMXaY)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
GVDNYgivaudan Sa unsponsored aDR (gVDNY)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
HDBHDFC Bank limited
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
HDBHDFC Bank limited
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
HESAYHermes Intl S a unsponsored aDR (HESaY)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
HKXCYHong Kong Exchanges & Clearing ltd unsponsored aDR
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
HOCPYHoya Corp Sponsored aDR
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
IBDRYIberdrola Sa Sponsored aDR
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
IMBBYImperial Brands PlC
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
IHGIntercontinental Hotels group american Depositary Shares (I…
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
JMHLYJardine Matheson Holdings ltd unsponsored aDR (JMHlY)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
KBCSYKBC group NV unsponsored aDR
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
PPRUYKering unsponsored aDR (PPRuY)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
KYCCFKeyence Corp Ordinary Shares
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
KYCCFKeyence Corp Ordinary Shares
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
PHGKoninklijke Philips N.V. NY Registry Shares (PHg)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
KOSCFKose Corp
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
lloyds Banking group Plc american Depositary Shares (lYg)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
LDNXFlondon Stock Exchange group plc Ordinary Shares (lDNXF)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
LDNXFlondon Stock Exchange group plc Ordinary Shares (lDNXF)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
LDNXFlondon Stock Exchange group plc Ordinary Shares (lDNXF)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
LRLCYl'Oreal Co. american Depositary Shares (lRlCY)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
LRLCYl'Oreal Co. american Depositary Shares (lRlCY)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
LRLCYl'Oreal Co. american Depositary Shares (lRlCY)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
LVMUYlVMH Moet Hennessy louis Vuitton unsponsored american Depos…
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
LVMUYlVMH Moet Hennessy louis Vuitton unsponsored american Depos…
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
LVMUYlVMH Moet Hennessy louis Vuitton unsponsored american Depos…
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
MELIMercadolibre, Inc. (MElI)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
MELIMercadolibre, Inc. (MElI)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
MRAAYMurata Manufacturing Co ltd unsponsored aDR (MRaaY)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
NPSNYNaspers limited N Shs Sponsored american Depositary Receipt…
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
NSRGYNestle Sa Sponsored aDR representing Registered Shares Seri…
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
NSRGYNestle Sa Sponsored aDR representing Registered Shares Seri…
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
NJNidec Corporation
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
NVSNovartis ag
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
NVONovo Nordisk a/S
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
OOCPOther OTC Corporation
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
PDRDYPernod Ricard Sa unsponsored aDR
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
PDRDYPernod Ricard Sa unsponsored aDR
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
PDRDYPernod Ricard Sa unsponsored aDR
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
PUKPrudential Public limited Company (PuK)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
RBGLYReckitt Benckiser Plc Sponsored aDR (RBglY)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
RELXRElX PlC PlC american Depositary Shares (RElX)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
RIORio Tinto Plc
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
RYDBFRoyal Dutch Shell PlC Ordinary Shares B
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
KKPNYRoyal KPN N.V.
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
SAFRYSafran S.a. unsponsored aDR (SaFRY)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
SAFRYSafran S.a. unsponsored aDR (SaFRY)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
SAFRYSafran S.a. unsponsored aDR (SaFRY)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
SAFRYSafran S.a. unsponsored aDR (SaFRY)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
SAFRYSafran S.a. unsponsored aDR (SaFRY)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
SAFRYSafran S.a. unsponsored aDR (SaFRY)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
SAXPYSampo OYJ unsponsored aDR representing a shares (SaXPY)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
SAPSaP SE aDS (SaP)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
SAPSaP SE aDS (SaP)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
SHECYShin-Etsu Chemical Co ltd unsponsored aDR
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
SMECFSmc Cp Ordinary Shares
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
SFTBYSoftbank Corp unsponsored aDR
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
SFTBYSoftbank Corp unsponsored aDR
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
SFTBYSoftbank Corp unsponsored aDR
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
SFTBYSoftbank Corp unsponsored aDR
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
SFTBYSoftbank Corp unsponsored aDR
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
SONVYSonova Holding ag unsponsored aDR
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
SVNLYSvenska Handelsbanken unsponsored aDR representing a Shares…
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
TSMTaiwan Semiconductor Manufacturing Company ltd.
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
TSMTaiwan Semiconductor Manufacturing Company ltd.
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
TOTTotal S.a.
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
UNICYunicharm Corp Sponsored aDR (uNICY)
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
WYNMYWynn Macau limited unsponsored aDR
Sold$1K–$15KMay 28, 2019Jul 8, 201941 days later
MMM3M Company
Sold$1K–$15KMay 24, 2019Jul 8, 201945 days later
OXYOccidental Petroleum Corporation
Sold$1K–$15KMay 24, 2019Jul 8, 201945 days later
Eli lilly and Company (llY)
Sold$1K–$15KApr 18, 2019May 15, 201927 days later
GILDgilead Sciences, Inc. (gIlD)
Sold$1K–$15KApr 18, 2019May 15, 201927 days later
MRKMerck & Company, Inc.
Sold$1K–$15KApr 18, 2019May 15, 201927 days later
LLDTFlloyds Banking group PlC Ordinary Shares (llDTF)
Bought$1K–$15KApr 16, 2019May 15, 201929 days later
CVXChevron Corporation
Bought$1K–$15KApr 12, 2019May 15, 201933 days later
NTDMFNtt DoCoMo Inc Ordinary Shares
Sold$1K–$15KApr 10, 2019May 15, 201935 days later
SFTBFSoftbank Corp Ordinary Shares
Bought$1K–$15KApr 10, 2019May 15, 201935 days later
UNCHFUnicharm Corp Ordinary Shares
Bought$1K–$15KApr 10, 2019May 15, 201935 days later
JMHlY
Sold$1K–$15KApr 1, 2019May 15, 201944 days later
UBSSpouseuBS group ag Registered Ordinary Shares (uBS)
Sold$250K–$500KMar 7, 2019Apr 17, 201941 days later

Mikie Sherrill's portfolio by sector

Share of the estimated stock portfolio.

0.5%Financials
SectorShareValueHoldings
Other100%~$10.6M32
Financials0.5%~$50.5K1

Portfolio performance: Mikie Sherrill 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 Apr 26, 2019.

  • 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+56%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+55.8%+9.2%
S&P 500+91.4%+13.8%
Nasdaq-100+116.8%+16.7%

Mikie Sherrill's most traded stocks

Number of disclosed buys and sells per stock.

StockBuysSells
UBSuBS group ag Registered Ordinary Shares (uBS)
010
SAFRYSafran S.a. unsponsored aDR (SaFRY)
06
SFTBYSoftbank Corp unsponsored aDR
05
MSFTMicrosoft Corporation
04
GILDgilead Sciences, Inc. (gIlD)
13
PFEPfizer, Inc.
13
RHHBYRoche Holdings ag Basel american Depositary Shares
31
QCOMQualCOMM Incorporated
04
BMYBristol-Myers Squibb Company
22
XOMExxon Mobil Corporation
22
GDgeneral Dynamics Corporation (gD)
12
AZNastrazeneca PlC (aZN)
03

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