Morgan McGarvey: Stock Portfolio, Performance and Latest Trades
U.S. Representative, KY-3
D Democrat
Trades disclosed26
Bought / sold9 / 17
Est. volume$232.5K
Typical delay27 days
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Morgan McGarvey's estimated portfolio today
Annual disclosure as of Dec 31, 2025 plus later trades, valued at the latest close.
| Stock | Share of portfolio | Average buy price | Return | Current price |
|---|---|---|---|---|
VFLOVictoryShares Free Cash Flow ETF | 19.6% | $39.12 | +33.6% | $52.28 |
SPYGState Street SPDR Portfolio S&P 500 Growth ETF | 19.5% | $106.30 | +18.8% | $126.28 |
SPDWState Street SPDR Portfolio Developed World ex-US ETF | 8.31% | $43.79 | +14.1% | $49.95 |
MSFTMicrosoft Corporation | 7.91% | $480.57 | +10.2% | $529.76 |
SFLOVictoryShares Small Cap Free Cash Flow ETF | 5.35% | $29.31 | +28.7% | $37.72 |
SPEMState Street SPDR Portfolio Emerging Markets ETF | 4.68% | $46.34 | +12.6% | $52.20 |
SPIBState Street SPDR Portfolio Intermediate Term Corporate Bond ETF | 4.11% | $32.69 | −1.2% | $32.29 |
SPTIState Street SPDR Portfolio Intermediate Term Treasury ETF | 4.04% | $28.01 | −2.7% | $27.26 |
JHMBJohn Hancock Mortgage-Backed Securities ETF | 4.03% | $21.43 | −3.0% | $20.78 |
SLVAXColumbia Select Large Cap Value Fund Class A | 2.76% | $38.73 | +15.4% | $44.70 |
BSPIXiShares S&P 500 Index Fund - Institutional | 2.75% | $789.10 | +14.9% | $906.44 |
VTVanguard Total World Stock Index ETF | 2.73% | $139.86 | +14.1% | $159.64 |
SLYGState Street SPDR S&P 600 Small Cap Growth ETF | 2.71% | $93.61 | +15.3% | $107.90 |
NTIAXColumbia Fds Srs Tr,. Columbia MidCap Index Fund Class A | 2.65% | $13.73 | +10.8% | $15.21 |
VOOVVanguard S&P 500 Value ETF | 2.63% | $202.20 | +10.2% | $222.82 |
MDIDXMFS International Diversification Fund Class A | 2.63% | $27.41 | +10.1% | $30.19 |
NBGEXNeuberger Berman Genesis Trust | 0.64% | $53.28 | +8.8% | $57.95 |
VTHRXVanguard Target Retirement 2030 Fund | 0.63% | $42.33 | +7.3% | $45.43 |
UBVVXUndiscovered Managers Behavioral Value Fund - R5 | 0.62% | $78.17 | +4.8% | $81.95 |
BHYAXBlackRock High Yield Bond Portfolio - Class A | 0.59% | $6.93 | −0.1% | $6.92 |
PDBSXPGIM Total Return Bond Fund Class R4 | 0.57% | $11.77 | −2.9% | $11.43 |
PONAXPIMCO Income Fund Class A | 0.57% | $10.63 | −3.1% | $10.30 |
Morgan McGarvey's buys and sells
Feb 7, 2023 to Nov 13, 2024.
| Stock | Action | Amount | Traded | Disclosed |
|---|---|---|---|---|
AMZNSpouseAmazon.com, Inc. | Sold | $1K–$15K | Nov 13, 2024 | Dec 10, 202427 days later |
SCHWSpouseCharles Schwab Corporation | Sold | $1K–$15K | Nov 13, 2024 | Dec 10, 202427 days later |
IBKRSpouseInteractive Brokers Group, Inc. | Sold | $1K–$15K | Nov 13, 2024 | Dec 10, 202427 days later |
MSFTSpouseMicrosoft Corporation | Sold | $1K–$15K | Nov 13, 2024 | Dec 10, 202427 days later |
NVDAJointNVIDIA Corporation | Sold | $1K–$15K | Nov 13, 2024 | Dec 10, 202427 days later |
NVDASpouseNVIDIA Corporation | Sold | $1K–$15K | Nov 13, 2024 | Dec 10, 202427 days later |
NVDASpouseNVIDIA Corporation | Sold | $15K–$50K | Nov 13, 2024 | Dec 10, 202427 days later |
NVDANVIDIA Corporation | Sold | $1K–$15K | Nov 13, 2024 | Dec 10, 202427 days later |
NVDASpouseNVIDIA Corporation | Sold | $1K–$15K | Nov 13, 2024 | Dec 10, 202427 days later |
SHELSpouseShell PLC American Depositary Shares | Sold | $1K–$15K | Nov 13, 2024 | Dec 10, 202427 days later |
TSLASpouseTesla, Inc. | Sold | $1K–$15K | Nov 13, 2024 | Dec 10, 202427 days later |
DJTSpouseTrump Media & Technology Group Corp. | Sold | $1K–$15K | Nov 8, 2024 | Dec 10, 202432 days later |
DJTSpouseTrump Media & Technology Group Corp. | Bought | $1K–$15K | Nov 6, 2024 | Dec 10, 202434 days later |
TSLASpouseTesla, Inc. | Bought | $1K–$15K | Oct 25, 2024 | Nov 13, 202419 days later |
AAPLSpouseApple Inc. | Sold | $1K–$15K | Aug 19, 2024 | Sep 25, 202437 days later |
AAPLSpouseApple Inc. | Bought | $1K–$15K | Aug 13, 2024 | Sep 25, 202443 days later |
DALSpouseDelta Air Lines, Inc. | Sold | $1K–$15K | Jul 23, 2024 | Sep 3, 202442 days later |
DALSpouseDelta Air Lines, Inc. | Bought | $1K–$15K | Jun 28, 2024 | Jul 3, 20245 days later |
IBKRSpouseInteractive Brokers Group, Inc. | Bought | $1K–$15K | Jun 6, 2024 | Jul 3, 202427 days later |
NVDAJointNVIDIA Corporation | Bought | $1K–$15K | May 31, 2024 | Jul 3, 202433 days later |
SCHWSpouseCharles Schwab Corporation | Bought | $1K–$15K | Oct 5, 2023 | Nov 16, 202342 days later |
TWLOSpouseTwilio Inc. Class A | Sold | $1K–$15K | Aug 25, 2023 | Sep 26, 202332 days later |
NVDASpouseNVIDIA Corporation | Bought | $1K–$15K | Mar 7, 2023 | Apr 12, 202336 days later |
NVDASpouseNVIDIA Corporation | Sold | $1K–$15K | Feb 28, 2023 | Mar 23, 202323 days later |
NVDASpouseNVIDIA Corporation | Sold | $1K–$15K | Feb 28, 2023 | Mar 23, 202323 days later |
AMZNSpouseAmazon.com, Inc. | Bought | $1K–$15K | Feb 7, 2023 | Mar 23, 202344 days later |
Morgan McGarvey's portfolio by sector
Share of the estimated stock portfolio.
| Sector | Share |
|---|---|
| Other | 92% |
| Technology | 7.9% |
Portfolio performance: Morgan McGarvey 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 Mar 24, 2023.
- You, copying after each disclosure – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each disclosure – estimated value | +278.0% | +45.6% |
| S&P 500 | +105.1% | +22.5% |
| Nasdaq-100 | +148.6% | +29.3% |
Morgan McGarvey's most traded stocks
Number of disclosed buys and sells per stock.
| Stock | Buys | Sells |
|---|---|---|
NVDANVIDIA Corporation | 2 | 7 |
IBKRInteractive Brokers Group, Inc. | 1 | 1 |
DALDelta Air Lines, Inc. | 1 | 1 |
SCHWCharles Schwab Corporation | 1 | 1 |
DJTTrump Media & Technology Group Corp. | 1 | 1 |
AMZNAmazon.com, Inc. | 1 | 1 |
AAPLApple Inc. | 1 | 1 |
TSLATesla, Inc. | 1 | 1 |
SHELShell PLC American Depositary Shares | 0 | 1 |
MSFTMicrosoft Corporation | 0 | 1 |
TWLOTwilio Inc. Class A | 0 | 1 |
Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.