WhatInvestorsBuy

Scott Franklin: Stock Portfolio, Performance and Latest Trades

Scott Franklin

U.S. Representative, FL-18

R Republican

Trades disclosed267
Bought / sold124 / 142
Est. volume$23.7M
Typical delay27 days

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Scott Franklin'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
BWINThe Baldwin Insurance Group, Inc.
19.7%$24.03+32.4%$31.81Held at end of 20250
MSFTMicrosoft Corporation
4.72%$480.57+10.2%$529.76Sep 13, 20220
AAPLApple Inc.
4.54%$271.12+24.2%$336.67Aug 7, 20241
GOOGAlphabet Inc. - Class C Capital Stock
4.42%$313.19+10.9%$347.37Aug 7, 20242
LSYIXLord Abbett Short Duration High Yield Fund Class I
4.34%$9.22+1.4%$9.35Aug 7, 20240
WMTWalmart Inc.
4.18%$110.71−2.3%$108.16Sep 13, 20220
FBKWXFidelity Advisor Total Bond Fund: Class Z
4.16%$9.35−2.9%$9.08Aug 7, 20240
JPMJP Morgan Chase & Co.
4.14%$317.71+3.7%$329.58Aug 7, 20242
BRK.BBerkshire Hathaway Inc. New
3.82%$502.65+0.7%$506.25Aug 7, 20240
HDHome Depot, Inc.
3.22%$336.79−15.1%$285.77Sep 9, 20220
AMGNAmgen Inc.
2.33%$320.75+28.8%$413.08Aug 2, 20240
JNJJohnson & Johnson
2.29%$203.67+26.9%$258.45Aug 2, 20240
QQQMInvesco NASDAQ 100 ETF
2.24%$252.02+23.8%$311.94Aug 7, 20240
UNPUnion Pacific Corporation
2.18%$227.87+20.5%$274.68Apr 21, 20250
UNHUnitedHealth Group Incorporated
2.10%$323.71+16.1%$375.98Aug 7, 20240
APDAir Products and Chemicals, Inc.
2.09%$240.62+15.6%$278.12Aug 2, 20240
IVViShares Core S&P 500 ETF
2.08%$679.33+14.9%$780.58Apr 19, 20230
AMZNAmazon.com, Inc.
2.04%$230.82+12.6%$259.92Feb 26, 20250
CBChubb Limited
1.96%$309.30+8.2%$334.70Aug 2, 20240
ITWIllinois Tool Works Inc.
1.95%$241.71+8.0%$261.15Sep 25, 20240
SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF
1.94%$38.05+7.5%$40.90Aug 7, 20240
VVisa Inc.
1.93%$348.62+6.7%$372.10Aug 7, 20240
LMTLockheed Martin Corporation
1.90%$475.07+5.1%$499.22Sep 12, 20220
ADPAutomatic Data Processing, Inc.
1.90%$251.59+4.9%$264.00Sep 24, 20240
FMCSXFidelity Mid-Cap Stock Fund
1.87%$44.27+13.3%$50.18Held at end of 20230
GDGeneral Dynamics Corporation
1.78%$332.28−1.7%$326.63Aug 2, 20240
FXAIXFidelity 500 Index Fund
1.71%$236.42+14.7%$271.10Held at end of 20230
ACNAccenture plc Class A Ordinary Shares
1.70%$246.33−20.2%$196.64Aug 2, 20242
NVONovo Nordisk A/S
1.56%$48.36−20.9%$38.26Mar 27, 20251
MCDMcDonald's Corporation
1.53%$296.62−22.2%$230.88Aug 2, 20241
MRKMerck & Company, Inc.
1.33%$103.13+38.5%$142.79Aug 2, 20240
PEPPepsico, Inc.
1.14%$139.63−11.4%$123.73Aug 2, 20242
PGProcter & Gamble Company
1.02%$140.19+5.4%$147.82Aug 2, 20240
FMSCXFidelity Advisor Mortgage Securities Fund: Class I
0.15%$9.74−3.6%$9.39Held at end of 20250

Scott Franklin's buys and sells

Feb 11, 2021 to Aug 26, 2026, 39 disclosed after the 45-day deadline.

StockActionAmountTradedDisclosed
ACNAccenture plc Class A Ordinary Shares
Bought$1K–$15KAug 26, 2026Sep 17, 202622 days later
ACNSpouseAccenture plc Class A Ordinary Shares
Bought$1K–$15KAug 26, 2026Sep 17, 202622 days later
LSYIXBondSpouseLord Abbett Short Duration High Yield I bond fund
Bought$1K–$15KAug 26, 2026Sep 17, 202622 days later
MCDSpouseMcDonald's Corporation
Bought$1K–$15KAug 26, 2026Sep 17, 202622 days later
NVONovo Nordisk A/S
Bought$1K–$15KAug 26, 2026Sep 17, 202622 days later
PEPPepsico, Inc.
Bought$1K–$15KAug 26, 2026Sep 17, 202622 days later
PEPSpousePepsico, Inc.
Bought$1K–$15KAug 26, 2026Sep 17, 202622 days later
GOOGSpouseAlphabet Inc. Class C Capital Stock
Sold part$1K–$15KAug 20, 2026Sep 17, 202628 days later
GOOGAlphabet Inc. Class C Capital Stock
Sold part$1K–$15KAug 20, 2026Sep 17, 202628 days later
AAPLSpouseApple Inc.
Sold part$1K–$15KAug 20, 2026Sep 17, 202628 days later
JPMJP Morgan Chase & Co.
Sold part$1K–$15KAug 20, 2026Sep 17, 202628 days later
JPMSpouseJP Morgan Chase & Co.
Sold part$1K–$15KAug 20, 2026Sep 17, 202628 days later
HSYThe Hershey Company
Sold$1K–$15KFeb 10, 2026Feb 23, 202613 days later
HSYSpouseThe Hershey Company
Sold$1K–$15KFeb 10, 2026Feb 23, 202613 days later
HSYThe Hershey Company
Sold$50K–$100KFeb 10, 2026Feb 23, 202613 days later
IVVOtherSpouseiShares Core S&P 500 ETF
Bought$1K–$15KOct 14, 2025Oct 22, 20258 days later
IVVOtheriShares Core S&P 500 ETF
Bought$1K–$15KOct 14, 2025Oct 22, 20258 days later
IVVOtheriShares Core S&P 500 ETF
Bought$50K–$100KOct 14, 2025Oct 22, 20258 days later
UNPUnion Pacific Corporation
Bought$50K–$100KOct 14, 2025Oct 22, 20258 days later
UNPUnion Pacific Corporation
Bought$1K–$15KOct 14, 2025Oct 22, 20258 days later
UNPSpouseUnion Pacific Corporation
Bought$1K–$15KOct 14, 2025Oct 22, 20258 days later
CMCSASpouseComcast Corporation
Sold$1K–$15KAug 4, 2025Aug 14, 202510 days later
CMCSAComcast Corporation
Sold$1K–$15KAug 4, 2025Aug 14, 202510 days later
CMCSAComcast Corporation
Sold$15K–$50KAug 4, 2025Aug 14, 202510 days later
NVONovo Nordisk A/S
Bought$15K–$50KAug 4, 2025Aug 14, 202510 days later
NVONovo Nordisk A/S
Bought$1K–$15KAug 4, 2025Aug 14, 202510 days later
NVONovo Nordisk A/S
Bought$1K–$15KAug 4, 2025Aug 14, 202510 days later
NVOSpouseNovo Nordisk A/S
Bought$1K–$15KAug 4, 2025Aug 14, 202510 days later
UPSUnited Parcel Service, Inc.
Sold$1K–$15KJul 22, 2025Jul 31, 20259 days later
UPSSpouseUnited Parcel Service, Inc.
Sold$1K–$15KJul 22, 2025Jul 31, 20259 days later
UPSUnited Parcel Service, Inc.
Sold$50K–$100KJul 22, 2025Jul 31, 20259 days later
GOOGJointAlphabet Inc. Class C Capital Stock
Sold$1K–$15KJun 16, 2025Jul 14, 202528 days later
AAPLJointApple Inc.
Sold$15K–$50KJun 16, 2025Jul 14, 202528 days later
BRK.BJointBerkshire Hathaway Inc. New
Sold$15K–$50KJun 16, 2025Jul 14, 202528 days later
CSCOJointCisco Systems, Inc.
Sold$1K–$15KJun 16, 2025Jul 14, 202528 days later
HDJointHome Depot, Inc.
Sold$15K–$50KJun 16, 2025Jul 14, 202528 days later
JNJJointJohnson & Johnson
Sold$15K–$50KJun 16, 2025Jul 14, 202528 days later
JPMJointJP Morgan Chase & Co.
Sold$15K–$50KJun 16, 2025Jul 14, 202528 days later
KVUEJointKenvue Inc.
Sold$1K–$15KJun 16, 2025Jul 14, 202528 days later
MCDJointMcDonald's Corporation
Sold$15K–$50KJun 16, 2025Jul 14, 202528 days later
MRKJointMerck & Company, Inc.
Sold$1K–$15KJun 16, 2025Jul 14, 202528 days later
MSFTJointMicrosoft Corporation
Sold$15K–$50KJun 16, 2025Jul 14, 202528 days later
PEPJointPepsico, Inc.
Sold$1K–$15KJun 16, 2025Jul 14, 202528 days later
PGJointProcter & Gamble Company
Sold$15K–$50KJun 16, 2025Jul 14, 202528 days later
UPSJointUnited Parcel Service, Inc.
Sold$1K–$15KJun 16, 2025Jul 14, 202528 days later
VJointVisa Inc.
Sold$15K–$50KJun 16, 2025Jul 14, 202528 days later
WMTJointWalmart Inc.
Sold$15K–$50KJun 16, 2025Jul 14, 202528 days later
UNPSpouseUnion Pacific Corporation
Bought$1K–$15KApr 21, 2025Jun 2, 202542 days later
BWINJointThe Baldwin Insurance Group, Inc.
Sold part$500K–$1MApr 10, 2025Apr 17, 20257 days later
NVONovo Nordisk A/S
Bought$1K–$15KMar 27, 2025Apr 11, 202515 days later
NVONovo Nordisk A/S
Bought$15K–$50KMar 27, 2025Apr 11, 202515 days later
AMZNAmazon.com, Inc.
Bought$1K–$15KFeb 26, 2025Mar 18, 202520 days later
AMZNSpouseAmazon.com, Inc.
Bought$1K–$15KFeb 26, 2025Mar 18, 202520 days later
AMZNAmazon.com, Inc.
Bought$50K–$100KFeb 26, 2025Mar 18, 202520 days later
Fidelity Advisor Total Bond CL ZBond
Bought$1K–$15KFeb 19, 2025Mar 18, 202527 days later
Fidelity Advisor Total Bond CL ZBondSpouse
Bought$800Feb 19, 2025Mar 18, 202527 days later
Fidelity Advisor Total Bond CL ZBond
Bought$1K–$15KFeb 19, 2025Mar 18, 202527 days later
LMTLockheed Martin Corporation
Bought$1K–$15KFeb 18, 2025Mar 18, 202528 days later
LMTSpouseLockheed Martin Corporation
Bought$1K–$15KFeb 18, 2025Mar 18, 202528 days later
LMTLockheed Martin Corporation
Bought$15K–$50KFeb 18, 2025Mar 18, 202528 days later
BWINJointThe Baldwin Insurance Group, Inc.
Sold part$1M–$5MFeb 7, 2025Feb 23, 202516 days later
BWINJointThe Baldwin Insurance Group, Inc.
Sold part$15K–$50KFeb 6, 2025Feb 23, 202517 days later
COSTCostco Wholesale Corporation
Sold$1K–$15KJan 28, 2025Mar 18, 202549 days later · late
COSTSpouseCostco Wholesale Corporation
Sold$1K–$15KJan 28, 2025Mar 18, 202549 days later · late
COSTCostco Wholesale Corporation
Sold$50K–$100KJan 28, 2025Mar 18, 202549 days later · late
ADPSpouseAutomatic Data Processing, Inc.
Bought$1K–$15KSep 25, 2024Jul 3, 2025281 days later · late
ITWSpouseIllinois Tool Works Inc.
Bought$1K–$15KSep 25, 2024Jul 3, 2025281 days later · late
ITWIllinois Tool Works Inc.
Bought$50K–$100KSep 25, 2024Oct 15, 202420 days later
ITWIllinois Tool Works Inc.
Bought$1K–$15KSep 25, 2024Oct 15, 202420 days later
ADPAutomatic Data Processing, Inc.
Bought$50K–$100KSep 24, 2024Oct 15, 202421 days later
ADPAutomatic Data Processing, Inc.
Bought$1K–$15KSep 24, 2024Oct 15, 202421 days later
SBUXJointStarbucks Corporation
Sold$1K–$15KAug 14, 2024Aug 20, 20246 days later
SBUXStarbucks Corporation
Sold$1K–$15KAug 14, 2024Aug 20, 20246 days later
SBUXStarbucks Corporation
Sold$100K–$250KAug 14, 2024Aug 20, 20246 days later
SBUXSpouseStarbucks Corporation
Sold$1K–$15KAug 14, 2024Aug 20, 20246 days later
ACNSpouseAccenture plc Class A Ordinary Shares
Bought$1K–$15KAug 7, 2024Jul 3, 2025330 days later · late
APDSpouseAir Products and Chemicals, Inc.
Bought$1K–$15KAug 7, 2024Jul 3, 2025330 days later · late
GOOGSpouseAlphabet Inc. Class C Capital Stock
Bought$1K–$15KAug 7, 2024Jul 3, 2025330 days later · late
AMGNSpouseAmgen Inc.
Bought$1K–$15KAug 7, 2024Jul 3, 2025330 days later · late
AAPLSpouseApple Inc.
Bought$1K–$15KAug 7, 2024Jul 3, 2025330 days later · late
BRK.BSpouseBerkshire Hathaway Inc. New
Bought$1K–$15KAug 7, 2024Jul 3, 2025330 days later · late
CBSpouseChubb Limited
Bought$1K–$15KAug 7, 2024Jul 3, 2025330 days later · late
CMCSASpouseComcast Corporation
Bought$1K–$15KAug 7, 2024Jul 3, 2025330 days later · late
COSTSpouseCostco Wholesale Corporation
Bought$1K–$15KAug 7, 2024Jul 3, 2025330 days later · late
FBKWXFundSpouseFidelity Advisor Total Bond CL Z
Bought$1K–$15KAug 7, 2024Jul 3, 2025330 days later · late
SDVYFundSpouseFIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF
Bought$1K–$15KAug 7, 2024Jul 3, 2025330 days later · late
GDSpouseGeneral Dynamics Corporation
Bought$1K–$15KAug 7, 2024Jul 3, 2025330 days later · late
HDSpouseHome Depot, Inc.
Bought$1K–$15KAug 7, 2024Jul 3, 2025330 days later · late
QQQMFundSpouseINVESCO EXCH TRADED FD TR II NASDAQ 100 ETF
Bought$1K–$15KAug 7, 2024Jul 3, 2025330 days later · late
JNJSpouseJohnson & Johnson
Bought$1K–$15KAug 7, 2024Jul 3, 2025330 days later · late
JPMSpouseJP Morgan Chase & Co.
Bought$1K–$15KAug 7, 2024Jul 3, 2025330 days later · late
LMTSpouseLockheed Martin Corporation
Bought$1K–$15KAug 7, 2024Jul 3, 2025330 days later · late
LSYIXFundSpouseLORD ABBETT SHORT DURATION HIGH YLD I
Bought$1K–$15KAug 7, 2024Jul 3, 2025330 days later · late
MCDSpouseMcDonald's Corporation
Bought$1K–$15KAug 7, 2024Jul 3, 2025330 days later · late
MRKSpouseMerck & Company, Inc.
Bought$1K–$15KAug 7, 2024Jul 3, 2025330 days later · late
MSFTSpouseMicrosoft Corporation
Bought$1K–$15KAug 7, 2024Jul 3, 2025330 days later · late
PEPSpousePepsico, Inc.
Bought$1K–$15KAug 7, 2024Jul 3, 2025330 days later · late
PGSpouseProcter & Gamble Company
Bought$1K–$15KAug 7, 2024Jul 3, 2025330 days later · late
SBUXSpouseStarbucks Corporation
Bought$1K–$15KAug 7, 2024Jul 3, 2025330 days later · late
HSYSpouseThe Hershey Company
Bought$1K–$15KAug 7, 2024Jul 3, 2025330 days later · late
UPSSpouseUnited Parcel Service, Inc.
Bought$1K–$15KAug 7, 2024Jul 3, 2025330 days later · late
UNHSpouseUnitedHealth Group Incorporated
Bought$1K–$15KAug 7, 2024Jul 3, 2025330 days later · late
VSpouseVisa Inc.
Bought$1K–$15KAug 7, 2024Jul 3, 2025330 days later · late
WMTSpouseWalmart Inc.
Bought$1K–$15KAug 7, 2024Jul 3, 2025330 days later · late
ACNAccenture plc Class A Ordinary Shares
Bought$50K–$100KAug 7, 2024Aug 20, 202413 days later
APDAir Products and Chemicals, Inc.
Bought$50K–$100KAug 7, 2024Aug 20, 202413 days later
AMGNAmgen Inc.
Bought$50K–$100KAug 7, 2024Aug 20, 202413 days later
CBChubb Limited
Bought$50K–$100KAug 7, 2024Aug 20, 202413 days later
FBKWXOtherFIDELITY ADVISOR TOTAL BOND CL Z
Bought$100K–$250KAug 7, 2024Aug 20, 202413 days later
FIRST TR EXCHANGE-TRADED FD VI SMID RISING ETFOther
Bought$50K–$100KAug 7, 2024Aug 20, 202413 days later
GDGeneral Dynamics Corporation
Bought$50K–$100KAug 7, 2024Aug 20, 202413 days later
QQQMOtherINVESCO EXCHANGE TRADED FD TR II NASDAQ 100 ETF
Bought$50K–$100KAug 7, 2024Aug 20, 202413 days later
JNJJohnson & Johnson
Bought$15K–$50KAug 7, 2024Aug 20, 202413 days later
LSYIXOtherLORD ABBETT SHORT DURATION HIGH YLD I
Bought$50K–$100KAug 7, 2024Aug 20, 202413 days later
MCDMcDonald's Corporation
Bought$1K–$15KAug 7, 2024Aug 20, 202413 days later
SBUXStarbucks Corporation
Bought$15K–$50KAug 7, 2024Aug 20, 202413 days later
HSYThe Hershey Company
Bought$50K–$100KAug 7, 2024Aug 20, 202413 days later
UPSUnited Parcel Service, Inc.
Bought$15K–$50KAug 7, 2024Aug 20, 202413 days later
AAPLApple Inc.
Sold part$15K–$50KAug 6, 2024Aug 20, 202414 days later
BRKBOtherBERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B
Sold part$15K–$50KAug 6, 2024Aug 20, 202414 days later
CSCOCisco Systems, Inc.
Sold$50K–$100KAug 6, 2024Aug 20, 202414 days later
COSTCostco Wholesale Corporation
Sold part$15K–$50KAug 6, 2024Aug 20, 202414 days later
DFSDiscover Financial Services
Sold$50K–$100KAug 6, 2024Aug 20, 202414 days later
FIDELITY CONTRAFUNDOtherSpouse
Sold$15K–$50KAug 6, 2024Aug 20, 202414 days later
FFRHXOtherSpouseFIDELITY FLOATING HIGH RATE INCOME
Sold$1K–$15KAug 6, 2024Aug 20, 202414 days later
ONEQOtherSpouseFIDELITY NASDAQ COMPOSITE INDEX ETF
Sold$15K–$50KAug 6, 2024Aug 20, 202414 days later
FQALOtherSpouseFIDELITY QUALITY FACTOR ETF
Sold$15K–$50KAug 6, 2024Aug 20, 202414 days later
QQQOtherINVESCO QQQ TR UNIT SER 1
Sold$100K–$250KAug 6, 2024Aug 20, 202414 days later
ISHARES CORE S&P 500 ETFOtherSpouse
Sold$15K–$50KAug 6, 2024Aug 20, 202414 days later
IJROtherSpouseISHARES CORE S&P SMALL CAP E
Sold$1K–$15KAug 6, 2024Aug 20, 202414 days later
IJROtherISHARES CORE S&P SMALL CAP E
Sold$50K–$100KAug 6, 2024Aug 20, 202414 days later
DGROOtherSpouseISHARES TRUST CORE DIVID GWTH
Sold$15K–$50KAug 6, 2024Aug 20, 202414 days later
JPMJP Morgan Chase & Co.
Sold part$15K–$50KAug 6, 2024Aug 20, 202414 days later
KVUEKenvue Inc.
Sold$1K–$15KAug 6, 2024Aug 20, 202414 days later
LORD ABBETT ULTRA SHORT BOND CL IOther
Sold$100K–$250KAug 6, 2024Aug 20, 202414 days later
LUBYXOtherSpouseLord Abbott Ultra Short Bond CL I
Sold$1K–$15KAug 6, 2024Aug 20, 202414 days later
MSFTMicrosoft Corporation
Sold part$15K–$50KAug 6, 2024Aug 20, 202414 days later
NEENextEra Energy, Inc.
Sold$50K–$100KAug 6, 2024Aug 20, 202414 days later
PFEPfizer, Inc.
Sold$15K–$50KAug 6, 2024Aug 20, 202414 days later
WMTWalmart Inc.
Sold part$15K–$50KAug 6, 2024Aug 20, 202414 days later
ACNAccenture plc Class A Ordinary Shares
Bought$1K–$15KAug 2, 2024Aug 20, 202418 days later
APDAir Products and Chemicals, Inc.
Bought$1K–$15KAug 2, 2024Aug 20, 202418 days later
AMGNAmgen Inc.
Bought$1K–$15KAug 2, 2024Aug 20, 202418 days later
CBChubb Limited
Bought$1K–$15KAug 2, 2024Aug 20, 202418 days later
FBKWXOtherFIDELITY ADVISOR TOTAL BOND CL Z
Bought$15K–$50KAug 2, 2024Aug 20, 202418 days later
FIRST TR EXCHANGE-TRADED FD VI SMID RISING ETFOther
Bought$1K–$15KAug 2, 2024Aug 20, 202418 days later
GDGeneral Dynamics Corporation
Bought$1K–$15KAug 2, 2024Aug 20, 202418 days later
QQQMOtherINVESCO EXCHANGE TRADED FD TR II NASDAQ 100 ETF
Bought$1K–$15KAug 2, 2024Aug 20, 202418 days later
JNJJohnson & Johnson
Bought$1K–$15KAug 2, 2024Aug 20, 202418 days later
LSYIXOtherLORD ABBETT SHORT DURATION HIGH YLD I
Bought$1K–$15KAug 2, 2024Aug 20, 202418 days later
MCDMcDonald's Corporation
Bought$1K–$15KAug 2, 2024Aug 20, 202418 days later
MRKMerck & Company, Inc.
Bought$1K–$15KAug 2, 2024Aug 20, 202418 days later
PEPPepsico, Inc.
Bought$1K–$15KAug 2, 2024Aug 20, 202418 days later
PGProcter & Gamble Company
Bought$1K–$15KAug 2, 2024Aug 20, 202418 days later
SBUXStarbucks Corporation
Bought$1K–$15KAug 2, 2024Aug 20, 202418 days later
HSYThe Hershey Company
Bought$1K–$15KAug 2, 2024Aug 20, 202418 days later
UPSUnited Parcel Service, Inc.
Bought$1K–$15KAug 2, 2024Aug 20, 202418 days later
GOOGAlphabet Inc. Class C Capital Stock
Sold part$1K–$15KAug 1, 2024Aug 20, 202419 days later
AAPLApple Inc.
Sold part$1K–$15KAug 1, 2024Aug 20, 202419 days later
BRKBOtherBERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B
Sold part$1K–$15KAug 1, 2024Aug 20, 202419 days later
CSCOCisco Systems, Inc.
Sold$1K–$15KAug 1, 2024Aug 20, 202419 days later
COSTCostco Wholesale Corporation
Sold part$1K–$15KAug 1, 2024Aug 20, 202419 days later
DFSDiscover Financial Services
Sold$1K–$15KAug 1, 2024Aug 20, 202419 days later
FIDELITY MID CAP STOCKOther
Sold part$1K–$15KAug 1, 2024Aug 20, 202419 days later
INVESCO QQQ TR UNIT SER 1Other
Sold$15K–$50KAug 1, 2024Aug 20, 202419 days later
IShares Core S&P Small Cap EOther
Sold$1K–$15KAug 1, 2024Aug 20, 202419 days later
JPMJP Morgan Chase & Co.
Sold part$1K–$15KAug 1, 2024Aug 20, 202419 days later
KVUEKenvue Inc.
Sold$447Aug 1, 2024Aug 20, 202419 days later
LMTLockheed Martin Corporation
Sold part$1K–$15KAug 1, 2024Aug 20, 202419 days later
Lord Abbott Ultra Short Bond CL IBond
Sold$1K–$15KAug 1, 2024Aug 20, 202419 days later
NEENextEra Energy, Inc.
Sold$1K–$15KAug 1, 2024Aug 20, 202419 days later
PFEPfizer, Inc.
Sold$1K–$15KAug 1, 2024Aug 20, 202419 days later
WMTWalmart Inc.
Sold part$1K–$15KAug 1, 2024Aug 20, 202419 days later
BRPJointThe Baldwin Insurance Group, Inc.
Sold part$500K–$1MMay 8, 2024Jun 2, 202425 days later
BRPJointBRP Group, Inc.
Sold part$1K–$15KApr 9, 2024Apr 23, 202414 days later
BRPJointBRP Group, Inc.
Sold part$1M–$5MMar 21, 2024Apr 23, 202433 days later
AAPLJointApple Inc.
Sold part$1K–$15KJan 30, 2024Jul 3, 2025520 days later · late
BRK.BJointBerkshire Hathaway Inc. New
Sold part$1K–$15KJan 30, 2024Jul 3, 2025520 days later · late
SBUXJointStarbucks Corporation
Sold part$1K–$15KJan 30, 2024Jul 3, 2025520 days later · late
WMTJointWalmart Inc.
Sold part$1K–$15KJan 30, 2024Jul 3, 2025520 days later · late
GOOGJointAlphabet Inc. Class C Capital Stock
Sold part$50K–$100KSep 11, 2023Oct 12, 202331 days later
AAPLJointApple Inc.
Sold part$15K–$50KSep 11, 2023Oct 12, 202331 days later
BRK.BJointBerkshire Hathaway Inc. New
Sold part$15K–$50KSep 11, 2023Oct 12, 202331 days later
CSCOJointCisco Systems, Inc.
Sold part$50K–$100KSep 11, 2023Oct 12, 202331 days later
DFSJointDiscover Financial Services
Sold$15K–$50KSep 11, 2023Oct 12, 202331 days later
FMCSXFundJointFidelity Mid-Cap Stock Fund
Sold$1K–$15KSep 11, 2023Oct 12, 202331 days later
Fidelity Money Market Fund - Premium ClassBondJoint
Sold$50K–$100KSep 11, 2023Oct 12, 202331 days later
HDJointHome Depot, Inc.
Sold part$15K–$50KSep 11, 2023Oct 12, 202331 days later
QQQJointInvesco QQQ Trust, Series 1
Sold part$1K–$15KSep 11, 2023Oct 12, 202331 days later
IJRJointiShares Core S&P Small-Cap ETF
Sold$1K–$15KSep 11, 2023Oct 12, 202331 days later
JNJJointJohnson & Johnson
Sold part$15K–$50KSep 11, 2023Oct 12, 202331 days later
JPMJointJP Morgan Chase & Co.
Sold part$15K–$50KSep 11, 2023Oct 12, 202331 days later
MCDJointMcDonald's Corporation
Sold part$15K–$50KSep 11, 2023Oct 12, 202331 days later
MRKJointMerck & Company, Inc.
Sold part$15K–$50KSep 11, 2023Oct 12, 202331 days later
MSFTJointMicrosoft Corporation
Sold part$15K–$50KSep 11, 2023Oct 12, 202331 days later
NEEJointNextEra Energy, Inc.
Sold$15K–$50KSep 11, 2023Oct 12, 202331 days later
PEPJointPepsico, Inc.
Sold part$15K–$50KSep 11, 2023Oct 12, 202331 days later
PFEJointPfizer, Inc.
Sold$1K–$15KSep 11, 2023Oct 12, 202331 days later
PGJointProcter & Gamble Company
Sold part$15K–$50KSep 11, 2023Oct 12, 202331 days later
SBUXJointStarbucks Corporation
Sold part$15K–$50KSep 11, 2023Oct 12, 202331 days later
UPSJointUnited Parcel Service, Inc.
Sold part$15K–$50KSep 11, 2023Oct 12, 202331 days later
UNHJointUnitedHealth Group Incorporated
Sold$15K–$50KSep 11, 2023Oct 12, 202331 days later
VJointVisa Inc.
Sold part$15K–$50KSep 11, 2023Oct 12, 202331 days later
WMTJointWalmart Inc.
Sold part$15K–$50KSep 11, 2023Oct 12, 202331 days later
AAPLJointApple Inc.
Sold part$1K–$15KApr 19, 2023May 23, 202334 days later
CMCSAComcast Corporation Class A
Bought$50K–$100KApr 19, 2023May 23, 202334 days later
CMCSAComcast Corporation Class A
Bought$1K–$15KApr 19, 2023May 23, 202334 days later
COSTCostco Wholesale Corporation
Bought$1K–$15KApr 19, 2023May 23, 202334 days later
COSTCostco Wholesale Corporation
Bought$50K–$100KApr 19, 2023May 23, 202334 days later
FCNTXOtherSpouse
Bought$1K–$15KApr 19, 2023May 23, 202334 days later
FFRHXOtherSpouse
Bought$1K–$15KApr 19, 2023May 23, 202334 days later
FQALSpouseFidelity Quality Factor ETF
Bought$1K–$15KApr 19, 2023May 23, 202334 days later
FMCSXOtherJoint
Sold part$1K–$15KApr 19, 2023May 23, 202334 days later
FSKAXOther
Sold$50K–$100KApr 19, 2023May 23, 202334 days later
FSKAXOther
Sold$1K–$15KApr 19, 2023May 23, 202334 days later
QQQJointInvesco QQQ Trust, Series 1
Sold part$1K–$15KApr 19, 2023May 23, 202334 days later
IVVSpouseiShares Core S&P 500 ETF
Bought$1K–$15KApr 19, 2023May 23, 202334 days later
IJRJointiShares Core S&P Small-Cap ETF
Sold part$1K–$15KApr 19, 2023May 23, 202334 days later
LSYIXOther
Bought$50K–$100KApr 19, 2023May 23, 202334 days later
LSYIXOther
Bought$1K–$15KApr 19, 2023May 23, 202334 days later
LUBYXOther
Sold part$1K–$15KApr 19, 2023May 23, 202334 days later
SBUXJointStarbucks Corporation
Sold part$1K–$15KApr 19, 2023May 23, 202334 days later
BRK.AJointBerkshire Hathaway Inc.
Sold part$15K–$50KFeb 21, 2023Mar 7, 202314 days later
QQQJointInvesco QQQ Trust, Series 1
Sold part$1K–$15KFeb 21, 2023Mar 7, 202314 days later
MSFTJointMicrosoft Corporation
Sold part$15K–$50KFeb 21, 2023Mar 7, 202314 days later
WMTJointWalmart Inc.
Sold part$15K–$50KFeb 21, 2023Mar 7, 202314 days later
AAPLJointApple Inc.
Sold part$15K–$50KFeb 15, 2023Mar 7, 202320 days later
BRK.BJointBerkshire Hathaway Inc. New
Sold part$50K–$100KFeb 15, 2023Mar 7, 202320 days later
CSCOJointCisco Systems, Inc.
Sold part$15K–$50KFeb 15, 2023Mar 7, 202320 days later
CMCSAJointComcast Corporation Class A
Sold$50K–$100KFeb 15, 2023Mar 7, 202320 days later
QQQJointInvesco QQQ Trust, Series 1
Sold part$50K–$100KFeb 15, 2023Mar 7, 202320 days later
IJRJointiShares Core S&P Small-Cap ETF
Sold part$50K–$100KFeb 15, 2023Mar 7, 202320 days later
JPMJointJP Morgan Chase & Co.
Sold part$50K–$100KFeb 15, 2023Mar 7, 202320 days later
MDTJointMedtronic plc. Ordinary Shares
Sold$50K–$100KFeb 15, 2023Mar 7, 202320 days later
MSFTJointMicrosoft Corporation
Sold part$15K–$50KFeb 15, 2023Mar 7, 202320 days later
NEEJointNextEra Energy, Inc.
Sold part$15K–$50KFeb 15, 2023Mar 7, 202320 days later
PFEJointPfizer, Inc.
Sold part$15K–$50KFeb 15, 2023Mar 7, 202320 days later
PNCJointPNC Financial Services Group, Inc.
Sold$15K–$50KFeb 15, 2023Mar 7, 202320 days later
SBUXJointStarbucks Corporation
Sold part$50K–$100KFeb 15, 2023Mar 7, 202320 days later
UPSJointUnited Parcel Service, Inc.
Sold$15K–$50KFeb 15, 2023Mar 7, 202320 days later
UNHJointUnitedHealth Group Incorporated
Sold part$15K–$50KFeb 15, 2023Mar 7, 202320 days later
VZJointVerizon Communications Inc.
Sold$50K–$100KFeb 15, 2023Mar 7, 202320 days later
CSCOCisco Systems, Inc.
Bought$15K–$50KSep 13, 2022Oct 11, 202228 days later
CSCOCisco Systems, Inc.
Bought$1K–$15KSep 13, 2022Oct 11, 202228 days later
FCNTXBondSpouseFidelity Contrafund
Bought$1K–$15KSep 13, 2022Oct 11, 202228 days later
ONEQSpouseFidelity Nasdaq Composite Index ETF
Bought$1K–$15KSep 13, 2022Oct 11, 202228 days later
IVWSpouseiShares S&P 500 Growth ETF
Bought$1K–$15KSep 13, 2022Oct 11, 202228 days later
MDTMedtronic plc. Ordinary Shares
Bought$15K–$50KSep 13, 2022Oct 11, 202228 days later
MDTMedtronic plc. Ordinary Shares
Bought$1K–$15KSep 13, 2022Oct 11, 202228 days later
MSFTMicrosoft Corporation
Bought$15K–$50KSep 13, 2022Oct 11, 202228 days later
WMTWalmart Inc.
Bought$1K–$15KSep 13, 2022Oct 11, 202228 days later
WMTWalmart Inc.
Bought$15K–$50KSep 13, 2022Oct 11, 202228 days later
LMTLockheed Martin Corporation
Bought$50K–$100KSep 12, 2022Oct 11, 202229 days later
LMTLockheed Martin Corporation
Bought$1K–$15KSep 12, 2022Oct 11, 202229 days later
FBKWXBondSpouseFidelity Advisor Total Bond CL Z
Sold$1K–$15KSep 9, 2022Oct 11, 202232 days later
HDHome Depot, Inc.
Bought$1K–$15KSep 9, 2022Oct 11, 202232 days later
HDHome Depot, Inc.
Bought$15K–$50KSep 9, 2022Oct 11, 202232 days later
LUBYXBondLord Abbett Ultra Short Bond CL I
Bought$15K–$50KSep 9, 2022Oct 11, 202232 days later
LUBYXBondLord Abbett Ultra Short Bond CL I
Bought$100K–$250KSep 9, 2022Oct 11, 202232 days later
LUBYXBondSpouseLord Abbett Ultra Short Bond CL I
Bought$1K–$15KSep 9, 2022Oct 11, 202232 days later
SBUXStarbucks Corporation
Bought$15K–$50KSep 9, 2022Oct 11, 202232 days later
SBUXStarbucks Corporation
Bought$1K–$15KSep 9, 2022Oct 11, 202232 days later
FBKWXBondFidelity Advisor Total Bond CL Z
Sold$100K–$250KSep 8, 2022Oct 11, 202233 days later
FBKWXBondFidelity Advisor Total Bond CL Z
Sold$15K–$50KSep 8, 2022Oct 11, 202233 days later
BRPBRP group, Inc. Class A
Sold$1M–$5MApr 27, 2021Jun 1, 202135 days later
BRPBRP group, Inc. Class A
Sold$1M–$5MApr 27, 2021Mar 3, 2022310 days later · late
BRPJointBRP group, Inc. Class A
Exchange$1M–$5MFeb 11, 2021Mar 26, 202143 days later

Scott Franklin's portfolio by sector

Share of the estimated stock portfolio.

30%Financials
SectorShareValueHoldings
Financials30%~$1.5M5
Other27%~$1.3M10
Technology11%~$561.6K3
Industrials9.5%~$478.5K5
Health Care7.5%~$378.2K4
Consumer Discretionary6.8%~$341.6K3
Consumer Staples6.3%~$318.8K3
Materials2.1%~$105.2K1

Portfolio performance: Scott Franklin 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 26, 2021.

  • 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+35%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+34.8%+6.1%
S&P 500+91.4%+13.8%
Nasdaq-100+116.8%+16.7%

Scott Franklin's most traded stocks

Number of disclosed buys and sells per stock.

StockBuysSells
SBUXStarbucks Corporation
58
WMTWalmart Inc.
36
UPSUnited Parcel Service, Inc.
36
AAPLApple Inc.
18
COSTCostco Wholesale Corporation
35
JPMJP Morgan Chase & Co.
17
CSCOCisco Systems, Inc.
25
NVONovo Nordisk A/S
70
CMCSAComcast Corporation - Class A
34
LMTLockheed Martin Corporation
61
MSFTMicrosoft Corporation
25
FBKWXFidelity Advisor Total Bond CL Z
33

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