WhatInvestorsBuy

Robert J. Wittman: Stock Portfolio, Performance and Latest Trades

Robert J. Wittman

U.S. Representative, VA-1

R Republican

Trades disclosed231
Bought / sold115 / 112
Est. volume$2.1M
Typical delay25 days

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Robert J. Wittman's estimated portfolio today

Annual disclosure as of Dec 31, 2025 plus later trades, valued at the latest close.

StockShare of portfolioAverage buy priceReturnCurrent priceFirst boughtTrades
AAPLApple Inc.
6.57%$271.12+24.2%$336.67Jan 28, 20220
LLDYXLord Abbett Inv Tr. Short Duration Income Fd Cl I
4.16%$3.76+0.5%$3.78Held at end of 20230
CFFIC&F Financial Corporation
2.97%$71.29+43.1%$102.01Held at end of 20230
XLKState Street Technology Select Sector SPDR ETF
2.91%$143.45+40.4%$201.39Held at end of 20230
MSFTMicrosoft Corporation
2.85%$480.57+10.2%$529.76Oct 2, 20200
FBTFirst Trust Amex Biotech Index Fund
2.64%$206.52+27.6%$263.49Held at end of 20230
SCHDSchwab US Dividend Equity ETF
2.53%$26.77+22.0%$32.65Held at end of 20230
PONPXPIMCO Income Fund Class I-2
2.52%$10.56−2.5%$10.30Held at end of 20220
NINLXNeuberger Berman Intrinsic Value Insti
2.43%$24.47+17.4%$28.72Held at end of 20220
ELVElevance Health, Inc.
2.43%$345.49+17.0%$404.31Held at end of 20220
HLMIXHarding Loevner Fund, Inc. International Eq Pt
2.41%$27.16+16.1%$31.54Held at end of 20220
MARMarriott International
2.40%$308.40+15.6%$356.50Held at end of 20220
SPYState Street SPDR S&P 500 ETF Trust
2.38%$676.64+14.9%$777.22Jan 14, 20220
AMZNAmazon.com, Inc.
2.33%$230.82+12.6%$259.92Jun 16, 20220
PCBIXPrincipal Fds, Inc. MidCap Fd Institutional Cl
2.33%$42.81−10.0%$38.55Held at end of 20220
XLVState Street Health Care Select Sector SPDR ETF
2.29%$152.90+10.4%$168.81Held at end of 20230
COSTCostco Wholesale Corporation
2.27%$858.55+9.7%$942.25Jul 2, 20200
XLPState Street Consumer Staples Select Sector SPDR ETF
2.22%$76.21+7.2%$81.70Held at end of 20230
SGIIXFirst Eagle Global Fund Class I
2.22%$81.01+7.2%$86.84Held at end of 20240
USMViShares MSCI USA Min Vol Factor ETF
2.21%$93.18+6.8%$99.49Held at end of 20220
VVisa Inc.
2.21%$348.62+6.7%$372.10Jul 2, 20200
RGLDRoyal Gold, Inc.
2.14%$220.44+3.4%$227.89Held at end of 20210
NWKDXNationwide Geneva Small Cap Growth Fund Institutional Service Class
2.07%$76.94−0.3%$76.69Held at end of 20210
XLFState Street Financial Select Sector SPDR ETF
2.06%$54.11−0.7%$53.75Held at end of 20240
FPEIXFirst Trust Preferred Securities and Income Fund Class I
2.02%$19.81−2.7%$19.28Held at end of 20230
MMHIXNYLI MacKay High Yield Muni Bond Fund Class I
1.98%$11.40−4.6%$10.88Held at end of 20230
XLCState Street Communication Services Select Sector SPDR ETF
1.98%$116.66−4.6%$111.26Held at end of 20230
HIGThe Hartford Insurance Group, Inc.
1.93%$135.97−6.7%$126.92Mar 29, 20220
XYLXylem Inc. Common Stock New
1.57%$134.68−24.4%$101.82Held at end of 20220
TXNTexas Instruments Incorporated
0.86%$170.62+69.4%$288.98Held at end of 20210
RSPTInvesco S&P 500 Equal Weight Technology ETF
0.77%$45.42+51.4%$68.77Held at end of 20240
XOMExxonMobil Holdings Corporation
0.71%$117.97+39.1%$164.05May 21, 20200
CVXChevron Corporation
0.71%$148.27+38.4%$205.15Held at end of 20210
IGMiShares Expanded Tech Sector ETF
0.69%$129.02+34.7%$173.73Held at end of 20250
ABBVAbbVie Inc.
0.62%$223.21+21.6%$271.36Jun 16, 20220
TTTrane Technologies plc
0.62%$386.47+20.9%$467.27Held at end of 20210
IBBiShares Biotechnology ETF
0.62%$168.61+20.6%$203.34Held at end of 20220
UNPUnion Pacific Corporation
0.61%$227.87+20.5%$274.68Held at end of 20210
VZVerizon Communications Inc.
0.60%$38.78+18.0%$45.77Held at end of 20210
MSIMotorola Solutions, Inc.
0.60%$380.18+17.9%$448.33Jun 22, 20200
ITTITT Inc.
0.59%$172.48+16.2%$200.39Held at end of 20220
UNHUnitedHealth Group Incorporated
0.59%$323.71+16.1%$375.98Held at end of 20210
VOOVanguard S&P 500 ETF
0.59%$621.74+14.9%$714.34Held at end of 20240
LINLinde plc
0.58%$422.23+14.6%$483.98Held at end of 20210
RDVYFirst Trust Rising Dividend Achievers ETF
0.58%$69.03+14.3%$78.87Held at end of 20220
MDLZMondelez International, Inc.
0.58%$52.46+13.2%$59.38Held at end of 20210
VBVanguard Small-Cap ETF
0.57%$255.47+12.3%$286.98Held at end of 20250
PKGPackaging Corporation of America
0.57%$202.37+12.3%$227.25Held at end of 20210
AVGOBroadcom Inc.
0.56%$344.20+9.4%$376.51Apr 22, 20210
PDMPiedmont Realty Trust, Inc. Class A
0.56%$8.34+9.0%$9.09Held at end of 20210
DDominion Energy, Inc.
0.55%$56.82+8.3%$61.53Held at end of 20220
IHDGWisdomTree International Hedged Quality Dividend Growth Fund
0.55%$47.86+7.8%$51.58Held at end of 20220
JFNIXJanus Henderson Global Life Sciences Fund - I Shares
0.55%$81.16+7.1%$86.91Held at end of 20250
TRBCXT. Rowe Price Blue Chip Growth Fund, Inc.
0.54%$210.32+6.6%$224.17Held at end of 20220
BRBSBlue Ridge Bankshares, Inc.
0.54%$3.66+6.1%$3.88Held at end of 20230
PGProcter & Gamble Company
0.54%$140.19+5.4%$147.82Jul 31, 20230
JPMJP Morgan Chase & Co.
0.53%$317.71+3.7%$329.58May 30, 20230
PULSPGIM Ultra Short Bond ETF
0.53%$48.06+3.0%$49.51Held at end of 20230
PLDPrologis, Inc.
0.52%$124.74+2.1%$127.30Sep 4, 20190
PRJZXPGIM Jennison Global Opportunities Fund Class Z
0.52%$38.52+1.1%$38.93Held at end of 20220
WECWEC Energy Group, Inc.
0.51%$102.79+0.4%$103.18Held at end of 20210
MAMastercard Incorporated
0.51%$568.09+0.3%$570.06Feb 28, 20220
XLUState Street Utilities Select Sector SPDR ETF
0.50%$41.82−1.6%$41.15Held at end of 20230
NEENextEra Energy, Inc.
0.50%$78.57−1.9%$77.06Held at end of 20210
WMTWalmart Inc.
0.50%$110.70−2.3%$108.16Dec 14, 20210
AMTAmerican Tower Corporation
0.50%$170.35−2.4%$166.18Sep 7, 20230
SCHWCharles Schwab Corporation
0.49%$98.93−3.4%$95.58Jan 10, 20200
XLYState Street Consumer Discretionary Select Sector SPDR ETF
0.48%$118.67−6.2%$111.36Held at end of 20230
TJXTJX Companies, Inc.
0.47%$152.20−8.8%$138.80Sep 13, 20210
PEPPepsico, Inc.
0.45%$139.28−11.2%$123.73Held at end of 20210
HDHome Depot, Inc.
0.43%$336.79−15.1%$285.77Jul 2, 20200
AXPAmerican Express Company
0.42%$366.96−17.1%$304.25Aug 14, 20190
SPGIS&P Global Inc.
0.41%$491.01−19.5%$395.18Jun 13, 20230
ABTAbbott Laboratories
0.41%$123.00−19.7%$98.73Apr 19, 20220
CMCSAComcast Corporation
0.40%$27.00−22.5%$20.94Dec 7, 20220
MCDMcDonald's Corporation
0.39%$299.75−23.0%$230.88Apr 6, 20200
LOWLowe's Companies, Inc.
0.39%$237.47−23.6%$181.54May 21, 20200
ACNAccenture plc Class A Ordinary Shares
0.38%$262.88−25.2%$196.64Oct 8, 20220
ZTSZoetis Inc. Class A
0.29%$123.88−42.2%$71.55Jul 21, 20230

Robert J. Wittman's buys and sells

Apr 9, 2018 to Jun 30, 2026, 26 disclosed after the 45-day deadline.

StockActionAmountTradedDisclosed
CCICrown Castle Inc.
Sold$1K–$15KJun 30, 2026Jul 10, 202610 days later
ABBVAbbVie Inc.
Sold$1K–$15KSep 28, 2023Oct 19, 202321 days later
GOOGAlphabet Inc. Class C Capital Stock
Sold$1K–$15KSep 28, 2023Oct 19, 202321 days later
AMZNAmazon.com, Inc.
Sold$1K–$15KSep 28, 2023Oct 19, 202321 days later
AAPLApple Inc.
Sold$1K–$15KSep 28, 2023Oct 19, 202321 days later
CATCaterpillar, Inc.
Sold$1K–$15KSep 28, 2023Oct 19, 202321 days later
EOGEOG Resources, Inc.
Sold$1K–$15KSep 28, 2023Oct 19, 202321 days later
HIGHartford Financial Services Group, Inc.
Sold$1K–$15KSep 28, 2023Oct 19, 202321 days later
JPMJP Morgan Chase & Co.
Sold$1K–$15KSep 28, 2023Oct 19, 202321 days later
KMIKinder Morgan, Inc.
Sold$1K–$15KSep 28, 2023Oct 19, 202321 days later
MSFTMicrosoft Corporation
Sold$1K–$15KSep 28, 2023Oct 19, 202321 days later
PLDProLogis, Inc.
Sold$1K–$15KSep 28, 2023Oct 19, 202321 days later
UNHUnitedHealth Group Incorporated
Sold$1K–$15KSep 28, 2023Oct 19, 202321 days later
WMTWalmart Inc.
Sold$1K–$15KSep 28, 2023Oct 19, 202321 days later
FISFidelity National Information Services, Inc.
Sold$1K–$15KSep 15, 2023Oct 19, 202334 days later
IFFInternational Flavors & Fragrances, Inc.
Sold$1K–$15KSep 15, 2023Oct 19, 202334 days later
AMTAmerican Tower Corporation
Bought$1K–$15KSep 7, 2023Oct 19, 202342 days later
PSXPhillips 66
Sold$1K–$15KAug 17, 2023Sep 30, 202344 days later
KMBKimberly-Clark Corporation
Sold$1K–$15KJul 31, 2023Sep 30, 202361 days later · late
PGProcter & Gamble Company
Bought$1K–$15KJul 31, 2023Sep 30, 202361 days later · late
UNPUnion Pacific Corporation
Sold part$1K–$15KJul 27, 2023Sep 30, 202365 days later · late
DGDollar General Corporation
Sold$1K–$15KJul 21, 2023Sep 30, 202371 days later · late
ZTSZoetis Inc. Class A
Bought$1K–$15KJul 21, 2023Sep 30, 202371 days later · late
AVGOBroadcom Inc.
Sold part$1K–$15KJun 13, 2023Sep 30, 2023109 days later · late
CBChubb Limited
Sold$1K–$15KJun 13, 2023Sep 30, 2023109 days later · late
SPGIS&P Global Inc.
Bought$1K–$15KJun 13, 2023Sep 30, 2023109 days later · late
JPMJP Morgan Chase & Co.
Bought$1K–$15KMay 30, 2023Jun 9, 202310 days later
ACNAccenture plc Class A Ordinary Shares
Sold part$1K–$15KApr 21, 2023Sep 30, 2023162 days later · late
CSCOCisco Systems, Inc.
Sold$1K–$15KApr 20, 2023May 7, 202317 days later
XOMExxon Mobil Corporation
Bought$1K–$15KApr 20, 2023May 7, 202317 days later
Global X MSCI Norway ETFOther
Sold$1K–$15KFeb 3, 2023Mar 5, 202330 days later
Ishares MSCI Euro FinancialOther
Bought$1K–$15KFeb 3, 2023Mar 5, 202330 days later
Ishares US Pharmaceuticals ETFOther
Bought$1K–$15KFeb 3, 2023Mar 5, 202330 days later
Ishares US Technology ETFOther
Sold part$1K–$15KFeb 3, 2023Mar 5, 202330 days later
MSFTMicrosoft Corporation
Sold part$1K–$15KFeb 3, 2023Mar 5, 202330 days later
SPDR Bloomberg Short Term HIOther
Sold$1K–$15KFeb 3, 2023Mar 5, 202330 days later
Vaneck Morningstar Intl Moat ETFOther
Bought$1K–$15KFeb 3, 2023Mar 5, 202330 days later
BAXBaxter International Inc.
Sold$1K–$15KJan 20, 2023Feb 15, 202326 days later
Harding Loevner Intl Eqty InstOther
Bought$1K–$15KJan 20, 2023Feb 15, 202326 days later
AB Global Bond AdvOther
Bought$15K–$50KJan 17, 2023Feb 15, 202329 days later
Metropolitan West Tot Ret Bd IOther
Bought$15K–$50KJan 17, 2023Feb 15, 202329 days later
Vanguard Total Bond MarketOther
Sold$15K–$50KJan 17, 2023Feb 15, 202329 days later
Vanguard Total Intl Bond ETFOther
Sold$15K–$50KJan 17, 2023Feb 15, 202329 days later
Harding Loevner Intl Eqty InstOther
Bought$15K–$50KJan 4, 2023Feb 15, 202342 days later
Ishares Edge MSCI Min Vol USAOther
Sold part$1K–$15KJan 4, 2023Feb 15, 202342 days later
Virtus Vontobel Foreign OppOther
Sold$15K–$50KJan 4, 2023Feb 15, 202342 days later
ELVElevance Health, Inc.
Sold part$1K–$15KJan 3, 2023Feb 15, 202343 days later
DGDollar General Corporation
Bought$1K–$15KDec 21, 2022Jan 5, 202315 days later
MCDMcDonald's Corporation
Sold part$1K–$15KDec 21, 2022Jan 5, 202315 days later
Vanguard Total Bond Market ETFOther
Bought$1K–$15KDec 21, 2022Jan 5, 202315 days later
Vanguard Total Inl Bond ETFOther
Bought$1K–$15KDec 21, 2022Jan 5, 202315 days later
AB Global Bond AdvBond
Sold part$1K–$15KDec 14, 2022Jan 5, 202322 days later
Metropolitan West Tot Ret Bd IOther
Sold part$1K–$15KDec 14, 2022Jan 5, 202322 days later
Vanguard Total Bond Market ETFOther
Bought$1K–$15KDec 14, 2022Jan 5, 202322 days later
Vanguard Total Intl Bond ETFOther
Bought$1K–$15KDec 14, 2022Jan 5, 202322 days later
CMCSAComcast Corporation Class A
Bought$1K–$15KDec 7, 2022Jan 5, 202329 days later
MAMastercard Incorporated
Bought$1K–$15KDec 7, 2022Aug 13, 2023249 days later · late
AMZNAmazon.com, Inc.
Bought$1K–$15KNov 18, 2022Dec 8, 202220 days later
MSIF Growth IOther
Sold$1K–$15KNov 18, 2022Dec 8, 202220 days later
AAPLApple Inc.
Bought$1K–$15KNov 17, 2022Dec 8, 202221 days later
Franklin FTSE Japan ETFOther
Bought$1K–$15KNov 17, 2022Dec 8, 202221 days later
Invesco KBW Bank ETFOther
Bought$1K–$15KNov 17, 2022Dec 8, 202221 days later
Invesco QQQ Trust Series 1Other
Sold part$1K–$15KNov 17, 2022Dec 8, 202221 days later
ISHA Curr Hedged MSCI EAFEOther
Sold$1K–$15KNov 17, 2022Dec 8, 202221 days later
iShares 10+ Year InvestmentOther
Bought$1K–$15KNov 17, 2022Dec 8, 202221 days later
Ishares 20+yr Treasu Bond ETFOther
Sold$1K–$15KNov 17, 2022Dec 8, 202221 days later
iShares Core S&P Small Cap EOther
Bought$1K–$15KNov 17, 2022Dec 8, 202221 days later
iShares MSCI EAFE Val ETFOther
Bought$1K–$15KNov 17, 2022Dec 8, 202221 days later
Ishares US Technology ETFOther
Sold part$1K–$15KNov 11, 2022Dec 8, 202227 days later
ACNAccenture plc Class A Ordinary Shares
Bought$1K–$15KOct 8, 2022Aug 13, 2023309 days later · late
Energy Sel Sect SPDR FDOther
Bought$1K–$15KSep 27, 2022Oct 5, 20228 days later
Franklin FTSE UK ETFOther
Sold$1K–$15KSep 27, 2022Oct 5, 20228 days later
Ishares 0-5 HY CorpOther
Bought$1K–$15KSep 27, 2022Oct 5, 20228 days later
Ishares Core MSCI EAFE ETFOther
Sold part$1K–$15KSep 27, 2022Oct 5, 20228 days later
Ishares US Technology ETFOther
Sold part$1K–$15KSep 27, 2022Oct 5, 20228 days later
JPM Nasdaq Equity PremiumOther
Bought$1K–$15KSep 27, 2022Oct 5, 20228 days later
WRKWestrock Company
Sold$1K–$15KSep 27, 2022Oct 5, 20228 days later
CMCSAComcast Corporation Class A
Sold$1K–$15KSep 15, 2022Oct 5, 202220 days later
IFFInternational Flavors & Fragrances, Inc.
Sold part$1K–$15KSep 15, 2022Oct 5, 202220 days later
MAMastercard Incorporated
Sold part$1K–$15KSep 15, 2022Oct 5, 202220 days later
SPDR S&P 500 ETF TrustOther
Bought$1K–$15KSep 15, 2022Oct 5, 202220 days later
Virtus Vontobel Foreign OppOther
Bought$1K–$15KAug 30, 2022Sep 10, 202211 days later
Goldman Activebeta US LC ETFOther
Sold part$1K–$15KAug 16, 2022Sep 10, 202225 days later
iShares US Technology ETFOther
Sold part$1K–$15KAug 16, 2022Sep 10, 202225 days later
GOOGAlphabet Inc. Class C Capital Stock
Bought$1K–$15KAug 10, 2022Sep 10, 202231 days later
AMZNAmazon.com, Inc.
Bought$1K–$15KAug 10, 2022Sep 10, 202231 days later
iShares US Technology ETFOther
Bought$1K–$15KAug 10, 2022Sep 10, 202231 days later
MSFTMicrosoft Corporation
Bought$1K–$15KAug 10, 2022Sep 10, 202231 days later
SPDR Blackstone Senior LoanOther
Sold$1K–$15KAug 10, 2022Sep 10, 202231 days later
ABTAbbott Laboratories
Bought$1K–$15KJul 15, 2022Aug 10, 202226 days later
BAXBaxter International Inc.
Bought$1K–$15KJul 15, 2022Aug 10, 202226 days later
WMTWalmart Inc.
Bought$1K–$15KJul 15, 2022Aug 10, 202226 days later
TJXTJX Companies, Inc.
Bought$1K–$15KJul 15, 2022Aug 13, 2023394 days later · late
ABTAbbott Laboratories
Sold part$1K–$15KJun 16, 2022Jul 8, 202222 days later
ABBVAbbVie Inc.
Bought$1K–$15KJun 16, 2022Jul 8, 202222 days later
AMZNAmazon.com, Inc.
Bought$1K–$15KJun 16, 2022Jul 8, 202222 days later
BAXBaxter International Inc.
Sold part$1K–$15KJun 16, 2022Jul 8, 202222 days later
FIXDFirst Trust TCW Opportunistic Fixed Income ETF
Sold$1K–$15KJun 16, 2022Jul 8, 202222 days later
GEGeneral Electric Company
Sold$1K–$15KJun 16, 2022Jul 8, 202222 days later
PAVEGlobal X Funds Global X U.S. Infrastructure Development ETF
Sold part$1K–$15KJun 16, 2022Jul 8, 202222 days later
SHYGiShares 0-5 Year High Yield Corporate Bond ETF
Bought$1K–$15KJun 16, 2022Jul 8, 202222 days later
TLHiShares 10-20 Year Treasury Bond ETF
Bought$1K–$15KJun 16, 2022Jul 8, 202222 days later
IVViShares Core S&P 500 ETF
Sold$1K–$15KJun 16, 2022Jul 8, 202222 days later
IWBiShares Russell 1000 ETF
Bought$1K–$15KJun 16, 2022Jul 8, 202222 days later
SPYSPDR S&P 500
Sold part$1K–$15KJun 16, 2022Jul 8, 202222 days later
TJXTJX Companies, Inc.
Sold part$1K–$15KJun 16, 2022Jul 8, 202222 days later
WMTWalmart Inc.
Bought$1K–$15KJun 16, 2022Jul 8, 202222 days later
WMTWalmart Inc.
Sold part$1K–$15KJun 16, 2022Jul 8, 202222 days later
DREJointDuke Realty Corporation
Sold part$1K–$15KMay 10, 2022Jun 4, 202225 days later
ISHA Curr Hedged MSCI EAFEFund
Bought$1K–$15KMay 10, 2022Jun 4, 202225 days later
Ishares 0-5 HY CorpFund
Bought$1K–$15KMay 10, 2022Jun 4, 202225 days later
Ishares Core MSCI EAFE ETFFund
Sold part$1K–$15KMay 10, 2022Jun 4, 202225 days later
Ishares Core MSCI EuropeFund
Sold$1K–$15KMay 10, 2022Jun 4, 202225 days later
Ishares MSCI EAFE Grwth EFFund
Sold$1K–$15KMay 10, 2022Jun 4, 202225 days later
JPMorgan Betabuilders CanadaFund
Bought$1K–$15KMay 10, 2022Jun 4, 202225 days later
JPMorgan Equity Premium IncoFund
Bought$1K–$15KMay 10, 2022Jun 4, 202225 days later
SPDR Blackstone Senior LoanFund
Bought$1K–$15KMay 10, 2022Jun 4, 202225 days later
SBUXStarbucks Corporation
Sold$1K–$15KMay 10, 2022Jun 4, 202225 days later
Vanguard Total Bond MarketFund
Sold$1K–$15KMay 10, 2022Jun 4, 202225 days later
Putnam Ultra Sht Dur Inc AFund
Sold$1K–$15KApr 26, 2022May 13, 202217 days later
ABTAbbott Laboratories
Bought$1K–$15KApr 19, 2022May 13, 202224 days later
Ishares Russell 1000 ETFFund
Sold$1K–$15KApr 19, 2022May 13, 202224 days later
SPDR S&P 500 ETF TrustFund
Bought$1K–$15KApr 19, 2022May 13, 202224 days later
TJXTJX Companies, Inc.
Bought$1K–$15KApr 19, 2022May 13, 202224 days later
CATCaterpillar, Inc.
Bought$1K–$15KMar 29, 2022Apr 9, 202211 days later
GEGeneral Electric Company
Bought$1K–$15KMar 29, 2022Apr 9, 202211 days later
HIGHartford Financial Services Group, Inc.
Bought$1K–$15KMar 29, 2022Apr 9, 202211 days later
TLTiShares 20+ Year Treasury Bond ETF
Bought$1K–$15KMar 29, 2022Apr 9, 202211 days later
RIORio Tinto Plc
Bought$1K–$15KMar 29, 2022Apr 9, 202211 days later
ABTAbbott Laboratories
Sold part$1K–$15KMar 15, 2022Apr 9, 202225 days later
IWBiShares Russell 1000 ETF
Bought$1K–$15KMar 15, 2022Apr 9, 202225 days later
SPYSPDR S&P 500
Sold part$1K–$15KMar 15, 2022Apr 9, 202225 days later
TJXTJX Companies, Inc.
Sold part$1K–$15KMar 15, 2022Apr 9, 202225 days later
SHYGiShares 0-5 Year High Yield Corporate Bond ETF
Bought$1K–$15KMar 8, 2022Apr 9, 202232 days later
KMI.WKinder Morgan, Inc. Warrants Expiring 2017
Bought$1K–$15KMar 8, 2022Apr 9, 202232 days later
Vanguard Intermediate Term CorBond
Sold$1K–$15KMar 8, 2022Apr 9, 202232 days later
Vanguard Total Bond Index FundBond
Sold part$1K–$15KMar 8, 2022Apr 9, 202232 days later
MAMastercard Incorporated
Bought$1K–$15KFeb 28, 2022Mar 9, 20229 days later
MRKMerck & Company, Inc.
Sold$1K–$15KFeb 28, 2022Mar 9, 20229 days later
PDMPiedmont Office Realty Trust, Inc. Class A
Sold part$1K–$15KFeb 27, 2022Aug 13, 2023532 days later · late
AAPLApple Inc. (AAPl)
Bought$1K–$15KJan 28, 2022Feb 13, 202216 days later
Franklin FTSE united Kingdom ETF (Flgb)
Bought$1K–$15KJan 28, 2022Feb 13, 202216 days later
SPHBInvesco S&P 500 High beta ETF (SPHb)
Sold$1K–$15KJan 28, 2022Feb 13, 202216 days later
IEURiShares Core MSCI Europe ETF (IEuR)
Bought$1K–$15KJan 28, 2022Feb 13, 202216 days later
EFGiShares MSCI EAFE growth ETF (EFg)
Sold$1K–$15KJan 28, 2022Feb 13, 202216 days later
FBMeta Platforms, Inc. Class A (Fb)
Bought$1K–$15KJan 28, 2022Feb 13, 202216 days later
XLESPdR Select Sector Fund Energy Select Sector (XlE)
Bought$1K–$15KJan 28, 2022Feb 13, 202216 days later
HONHoneywell International Inc.
Sold$1K–$15KJan 14, 2022Feb 13, 202230 days later
LMTlockheed Martin Corporation (lMT)
Sold$1K–$15KJan 14, 2022Feb 13, 202230 days later
SPYSPdR S&P 500
Bought$1K–$15KJan 14, 2022Feb 13, 202230 days later
SPYSPdR S&P 500
Sold part$1K–$15KJan 5, 2022Feb 13, 202239 days later
TAT&T Inc.
Bought$1K–$15KDec 16, 2021Jan 9, 202224 days later
BSXboston Scientific Corporation (bSX)
Sold$1K–$15KDec 16, 2021Jan 9, 202224 days later
EOGEOg Resources, Inc. (EOg)
Bought$1K–$15KDec 16, 2021Jan 9, 202224 days later
NOCNorthrop grumman Corporation
Sold$1K–$15KDec 16, 2021Jan 9, 202224 days later
SBUXStarbucks Corporation (SbuX)
Bought$1K–$15KDec 16, 2021Jan 9, 202224 days later
TGTTarget Corporation (TgT)
Sold$1K–$15KDec 16, 2021Jan 9, 202224 days later
WRK.VWestrock Company Common Stock Ex-distribution When Issued
Bought$1K–$15KDec 16, 2021Jan 9, 202224 days later
CMECME group Inc. Class A
Sold$1K–$15KDec 14, 2021Jan 9, 202226 days later
NEENextEra Energy, Inc.
Sold part$1K–$15KDec 14, 2021Jan 9, 202226 days later
WMTWalmart Inc.
Bought$1K–$15KDec 14, 2021Jan 9, 202226 days later
TAT&T Inc.
Sold$1K–$15KDec 9, 2021Jan 9, 202231 days later
CONECyrusOne Inc
Bought$1K–$15KSep 30, 2021Oct 18, 202118 days later
Global X US INF DEV ETFOther
Sold$1K–$15KSep 27, 2021Oct 5, 2022373 days later · late
JNJJohnson & Johnson
Sold$1K–$15KSep 13, 2021Oct 18, 202135 days later
TJXTJX Companies, Inc.
Bought$1K–$15KSep 13, 2021Oct 18, 202135 days later
JNJJohnson & Johnson
Sold part$1K–$15KSep 10, 2021Oct 18, 202138 days later
RGLDSpouseRoyal gold, Inc. (RglD)
Sold$1K–$15KSep 1, 2021Oct 18, 202147 days later · late
CSCOCisco Systems, Inc.
Sold part$1K–$15KAug 26, 2021Sep 23, 202128 days later
DGDollar general Corporation (Dg)
Sold$1K–$15KMay 14, 2021Jun 8, 202125 days later
UPSunited Parcel Service, Inc. (uPS)
Sold$1K–$15KMay 14, 2021Jun 8, 202125 days later
AVGObroadcom Inc. (AVgO)
Bought$1K–$15KApr 22, 2021May 12, 202120 days later
GEgeneral Electric Company (gE)
Bought$1K–$15KMar 31, 2021Apr 12, 202112 days later
LOWlowe's Companies, Inc. (lOW)
Sold$1K–$15KMar 31, 2021Apr 12, 202112 days later
PGRProgressive Corporation (PgR)
Sold$1K–$15KFeb 18, 2021Mar 17, 202127 days later
CATCaterpillar, Inc.
Bought$1K–$15KJan 13, 2021Feb 22, 202140 days later
VVisa Inc.
Sold$1K–$15KJan 13, 2021Feb 22, 202140 days later
CVSCVS Health Corporation
Sold$1K–$15KDec 31, 2020Jan 19, 202119 days later
PBCTPeople's United Financial, Inc. (PbCT)
Sold$15K–$50KDec 31, 2020Jan 19, 202119 days later
DISWalt Disney Company
Sold$1K–$15KNov 20, 2020Dec 15, 202025 days later
AXPAmerican Express Company
Bought$1K–$15KOct 16, 2020Nov 19, 202034 days later
ANTMAnthem, Inc.
Bought$1K–$15KOct 16, 2020Nov 19, 202034 days later
SCHWCharles Schwab Corporation
Bought$1K–$15KOct 16, 2020Nov 19, 202034 days later
IFFInternationa Flavors & Fragrances, Inc.
Bought$1K–$15KOct 16, 2020Nov 19, 202034 days later
BSXboston Scientific Corporation (bSX)
Bought$1K–$15KOct 2, 2020Nov 19, 202048 days later · late
MSFTMicrosoft Corporation
Bought$1K–$15KOct 2, 2020Nov 19, 202048 days later · late
PGRProgressive Corporation (PgR)
Bought$1K–$15KOct 2, 2020Nov 19, 202048 days later · late
COSTCostco Wholesale Corporation
Bought$1K–$15KJul 2, 2020Jan 26, 2021208 days later · late
CCICrown Castle International Corp.
Bought$1K–$15KJul 2, 2020Jan 26, 2021208 days later · late
CVSCVS Health Corporation
Sold$1K–$15KJul 2, 2020Jan 26, 2021208 days later · late
duke Energy Corporation (duK)
Sold$1K–$15KJul 2, 2020Jan 26, 2021208 days later · late
HDHome depot, Inc. (Hd)
Bought$1K–$15KJul 2, 2020Jan 26, 2021208 days later · late
KMBKimberly-Clark Corporation (KMb)
Bought$1K–$15KJul 2, 2020Jan 26, 2021208 days later · late
Royal gold, Inc. (Rgld)
Bought$1K–$15KJul 2, 2020Jan 26, 2021208 days later · late
VVisa Inc.
Bought$1K–$15KJul 2, 2020Jan 26, 2021208 days later · late
MSIMotorola Solutions, Inc.
Bought$1K–$15KJun 22, 2020Jul 7, 202015 days later
PNCPNC Financial Services group, Inc.
Sold$1K–$15KJun 22, 2020Jul 7, 202015 days later
BDXbecton, Dickinson and Company (bDX)
Sold$1K–$15KMay 22, 2020Jun 8, 202017 days later
XOMExxon Mobil Corporation
Bought$1K–$15KMay 21, 2020Jun 8, 202018 days later
LOWlowe's Companies, Inc. (lOW)
Bought$1K–$15KMay 21, 2020Jun 8, 202018 days later
MCDMcDonald's Corporation
Bought$1K–$15KApr 6, 2020May 14, 202038 days later
AGNAllergan plc Ordinary Shares (AgN)
Sold$1K–$15KMar 30, 2020Apr 13, 202014 days later
MRKMerck & Company, Inc.
Bought$1K–$15KMar 30, 2020Apr 13, 202014 days later
TGTTarget Corporation (TgT)
Bought$1K–$15KMar 10, 2020Apr 13, 202034 days later
abbVie Inc. (abbV)
Bought$1K–$15KFeb 27, 2020Mar 9, 202011 days later
SCHWJointCharles schwab Corporation (sCHW) [sT]
Bought$1K–$15KJan 10, 2020Feb 12, 202033 days later
IFFInternationa Flavors & Fragrances, Inc.
Bought$1K–$15KNov 29, 2019Dec 12, 201913 days later
ANTManthem, Inc. (aNTM)
Bought$1K–$15KNov 8, 2019Dec 12, 201934 days later
CVSCVS Health Corporation
Sold$1K–$15KNov 5, 2019Dec 12, 201937 days later
DGDollar general Corporation (Dg)
Bought$1K–$15KSep 4, 2019Oct 16, 201942 days later
PLDPrologis, Inc. (PlD)
Bought$1K–$15KSep 4, 2019Oct 16, 201942 days later
SBUXStarbucks Corporation (SbuX)
Bought$1K–$15KSep 4, 2019Oct 16, 201942 days later
UPSunited Parcel Service, Inc. (uPS)
Bought$1K–$15KSep 4, 2019Oct 16, 201942 days later
blackRock, Inc. (blK)
Sold$1K–$15KAug 15, 2019Sep 18, 201934 days later
AXPamerican Express Company (aXP)
Bought$1K–$15KAug 14, 2019Sep 18, 201935 days later
Schlumberger N.V. (Slb)
Sold$1K–$15KJun 10, 2019Jul 12, 201932 days later
CVSCVS Health Corporation
Bought$1K–$15KJan 22, 2019Feb 7, 201916 days later
PMPhilip Morris International Inc
Bought$1K–$15KJan 22, 2019Feb 7, 201916 days later
Schlumberger N.V. (Slb)
Bought$1K–$15KJan 22, 2019Feb 7, 201916 days later
PFEPfizer, Inc.
Sold$1K–$15KJan 10, 2019Feb 7, 201928 days later
PNCPNC Financial Services group, Inc.
Bought$1K–$15KJan 8, 2019Feb 7, 201930 days later
apple Inc. (aaPl)
Bought$15K–$50KDec 31, 2018Jan 11, 201911 days later
CVSCVS Health Corporation
Sold$1K–$15KDec 19, 2018Jan 11, 201923 days later
PMPhilip Morris International Inc
Sold$1K–$15KDec 19, 2018Jan 11, 201923 days later
AETAetna Inc.
Exchange$15K–$50KNov 29, 2018Dec 12, 201813 days later
CVSCVS Health Corporation
Exchange$1K–$15KNov 29, 2018Dec 12, 201813 days later
LINLinde plc ordinary Share
Exchange$1K–$15KOct 31, 2018Nov 14, 201814 days later
PXPraxair, Inc.
Exchange$1K–$15KOct 31, 2018Nov 14, 201814 days later
apple Inc. (aaPl)
Sold part$1K–$15KSep 11, 2018Oct 19, 201838 days later
PMPhilip Morris International Inc [sT]
Bought$1K–$15KApr 9, 2018May 8, 201829 days later
MAMastercard Incorporated
Bought$1K–$15K–Jan 5, 2023

Robert J. Wittman's portfolio by sector

Share of the estimated stock portfolio.

14%Financials
SectorShareValueHoldings
Other51%~$805.6K32
Financials14%~$223.1K10
Technology12%~$189.1K6
Consumer Discretionary6.4%~$100.5K6
Consumer Staples4.3%~$68.1K5
Industrials3.5%~$55.9K5
Energy2.1%~$33.3K3
Real Estate1.6%~$24.7K3
Utilities1.6%~$24.5K3
Health Care1.3%~$20.8K3
Materials1.1%~$18.2K2
Communication Services1.0%~$15.6K2

Portfolio performance: Robert J. Wittman 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 May 11, 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+43%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+43.3%+7.4%
S&P 500+91.4%+13.8%
Nasdaq-100+116.8%+16.7%

Robert J. Wittman's most traded stocks

Number of disclosed buys and sells per stock.

StockBuysSells
CVSCVS Health Corporation
14
TJXTJX Companies, Inc.
32
WMTWalmart Inc.
32
DGDollar general Corporation (Dg)
22
ABTAbbott Laboratories
22
SPYSPdR S&P 500
13
MSFTMicrosoft Corporation
22
AMZNAmazon.com, Inc.
31
MAMastercard Incorporated
31
IFFInternationa Flavors & Fragrances, Inc.
22
BAXBaxter International Inc.
12
GEgeneral Electric Company (gE)
21

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