Bernie Moreno

RepublicanSenator · OHcurrently serving

9 disclosed transactions · Mar 17, 2025 – Jun 24, 2026

$122K – $405K

Traded, all time

9 transactions · turnover, not holdings

-14.9%

Portfolio vs S&P 500

7 positions · 70% of securities priced

Household trades

spouse, joint or child

Filed late

avg 23 days to disclose

Committees

Banking, Housing, and Urban Affairs
- Digital Assets
- Housing, Transportation, and Community Development
- Securities, Insurance, and Investment
Commerce, Science, and Transportation
- Coast Guard, Maritime, and Fisheries
- Science, Manufacturing, and Competitiveness
- Surface Transportation, Freight, Pipelines, and Safety
- Telecommunications and Media
Homeland Security and Governmental Affairs
- Border Management, Federal Workforce, and Regulatory Affairs
- Permanent Subcommittee on Investigations
the Budget
United States Senate Caucus on International Narcotics Control

What they hold

Bernie Moreno

Stock portfolio

$1.4M – $6.0M in disclosed securities · R-OH · Senate · 2025 filing

QP81%
UPRXX4.7%
SPYG4.7%
SPYD2.0%
SLYG2.0%
MDY2.0%
FEZ0.9%
SLYV0.9%
Misc1.8%

Securities only — not net worth. Real property and private businesses are most of congressional wealth and have no ticker. Shares are of the midpoint of each disclosed bracket; because holdings are reported in ranges rather than amounts, positions in the same bracket appear equal. Source: 2025 annual disclosure. tradewithcongress.org

Disclosed assets

From the annual financial disclosure. Assets only — liabilities are not included.

$50.6M – more

Disclosed assets, 2025

68 holdings · filed Aug 13, 2025

Asset mix, 2025

Other48$126.3M 91%
Private6$7.5M 5%
Cash3$4.5M 3%
Securities11$707K 1%

Reported range by year2021–2025

Band is the reported range; the line is its midpoint.

Disclosed portfolio vs the market

What the annual reports say they held, valued from Aug 14, 2023.

-14.9%

vs the S&P 500

Portfolio +64.2% · S&P 500 +79.1% · 7 positions

What they trade

Most traded

ETOR1 trade · $100K – $250K BEEP1 trade · $15K – $50K

Transactions

7 · last 12 months

Asset	Type	Amount	Traded	Disclosed
— BofA Finance LLC Trigger Autocallable Contingent Yield Notes Company: Bank of America Corporation (Charlotte, NC) Description: Equity Index-Linked Note	Sell	$1K – $15K	Jun 24, 2026	Jul 24, 2026
— Canadian Imperial Bank of Commerce Trigger Autocallable Contingent Yield Notes Company: Canadian Imperial Bank of Commerce (Toronto, Ontario) Description: Equity Index-Linked Note	Sell	$1K – $15K	Jun 22, 2026	Jul 24, 2026
ETOR eToro Group Ltd. - Class A Common Shares	Sell	$100K – $250K	May 6, 2026	May 22, 2026
— BofA Finance LLC Trigger Autocallable Contingent Yield Notes Company: Bank of America Corporation (Charlotte, NC) Description: Equity Index-Linked Note	Buy	$1K – $15K	Dec 19, 2025	Jan 9, 2026
— Canadian Imperial Bank of Commerce Trigger Autocallable Contingent Yield Notes Company: Canadian Imperial Bank of Commerce (Toronto, Ontario) Description: Equity Index-Linked Note	Buy	$1K – $15K	Dec 17, 2025	Jan 9, 2026
— Bitcoin Exchange/Platform : eToro	Sell	$1K – $15K	Oct 31, 2025	Nov 3, 2025
— GS Finance Corp. Trigger Autocallable Contingent Yield Note Company: GS Finance Corp. (New York, NY) Description: Equity Index-Linked Note	Buy	$1K – $15K	Oct 22, 2025	Nov 3, 2025