Trade with Congress

Michael Waltz

RepublicanRepublicanRepresentative · FL-6former member

6 disclosed transactions · Nov 23, 2020 – Dec 24, 2024

Watch Michael Waltz

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$5.6M – $26.3M
Traded, all time
6 transactions · turnover, not holdings
—
Portfolio vs S&P 500
portfolio not priceable
0%
Household trades
spouse, joint or child
0%
Filed late
avg 32 days to disclose

What they hold

Michael Waltz

Stock portfolio

$3.6M – $7.4M in disclosed securities · R-FL · House · 2023 filing

SPY
RSP
Misc
  • MUB27%
  • QUAL15%
  • SPY14%
  • RSP14%
  • NICHX11%
  • EIF6.8%
  • CCLFX4.7%
  • HASCX3.8%
  • Misc3.8%
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: 2023 annual disclosure. tradewithcongress.org

Disclosed assets

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

$5.4M – $11.6M
Disclosed assets, 2023
41 holdings · filed Aug 13, 2024
Asset mix, 2023
  • Securities26$7.0M 82%
  • Private4$1.2M 14%
  • Other2$150K 2%
  • Cash6$114K 1%
  • Retirement3$24K 0%
Reported range by year2019–2023
$17.3M$8.7M$02019: $1.6M–$4.0M across 45 holdings2020: $5.2M–$17.3M across 56 holdings2021: $6.2M–$12.7M across 41 holdings2022: $5.5M–$11.5M across 41 holdings2023: $5.4M–$11.6M across 41 holdings20192020202120222023

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

What they trade

Transactions

None in the last 12 months · 6 all time