Sheldon WhitehouseFiling

Annual Report | Filed on 12 Aug 2025

This congressional financial disclosure from Sheldon Whitehouse (annual report) contains 147 stock trades. It was filed on 12 August 2025. Reported tickers include PFTPX, BOND, VZ, VBK, VIG, and 84 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

Want to automatically copy Pelosi trades?

Mirror Nancy Pelosi's portfolio with just one click on eToro.

Claim Free Asset Copy Automatically with eToro

Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.

Past Performance is not an indication of future results.

Politician Name

Sheldon Whitehouse

Filing Type

Annual Report

Filed Date

12 Aug 2025

View Original Filing

Transactions

147 transactions


MS TP LTD PARTNERSHIP	Sale (Full)	31 Dec 2024	$15,001 - $50,000	PARTNERSHIP INTEREST WAS SOLD AT A LOSS.
Pimco Low Duration Income... PFTPX	Sale (Full)	20 Dec 2024	$15,001 - $50,000	-
Pimco Low Duration Income... PFTPX	Sale (Full)	20 Dec 2024	$1,001 - $15,000	-
Metropolitan West Total R... MWTIX	Sale (Full)	20 Dec 2024	$15,001 - $50,000	-
Apple Inc AAPL	Sale (Partial)	19 Dec 2024	$15,001 - $50,000	-
Lam Research Corp LRCX	Sale (Full)	19 Dec 2024	$15,001 - $50,000	-
Vanguard Small-Cap Growth... VBK	Purchase	6 Dec 2024	$15,001 - $50,000	-
Vanguard All-World ex-US ... VEU	Sale (Full)	6 Dec 2024	$15,001 - $50,000	-
Vanguard FTSE All World E... VEU	Sale (Full)	6 Dec 2024	$15,001 - $50,000	-
Smallcap Growth ETF Vangu... VBK	Purchase	6 Dec 2024	$1,001 - $15,000	-
Short-Term Corp Bond Vang... VCSH	Sale (Full)	6 Dec 2024	$15,001 - $50,000	-
Metlife Inc MET	Sale (Full)	19 Nov 2024	$1,001 - $15,000	-
Vanguard High Dividend Yi... VYM	Sale (Full)	19 Nov 2024	$1,001 - $15,000	-
RI HEALTH & EDL BLDG CORP...	Sale (Full)	19 Nov 2024	$15,001 - $50,000	-
Columbia Dividend Income ... GSFTX	Sale (Full)	18 Nov 2024	$15,001 - $50,000	-
Kenvue Inc KVUE	Sale (Full)	18 Nov 2024	$1,001 - $15,000	-
American Funds Growth Por... CGPAX	Purchase	15 Nov 2024	$1,001 - $15,000	-
Vanguard Div Appreciation... VIG	Purchase	1 Nov 2024	$1,001 - $15,000	-
Clearbridge International... LMGNX	Purchase	1 Nov 2024	$1,001 - $15,000	-
SPDR Select Sector Fund -... XLF	Purchase	1 Nov 2024	$1,001 - $15,000	-
Vanguard High Dividend Yi... VYM	Purchase	1 Nov 2024	$1,001 - $15,000	-
JPM Nasdaq Equity Premium... JEPQ	Purchase	1 Nov 2024	$1,001 - $15,000	-
Vanguard Consumer Staples... VDC	Purchase	1 Nov 2024	$1,001 - $15,000	-
First Trust Nasdaq Cybers... CIBR	Purchase	1 Nov 2024	$1,001 - $15,000	-
Vanguard Information Tech... VGT	Purchase	1 Nov 2024	$1,001 - $15,000	-
iShares iBoxx $ High Yiel... HYG	Purchase	1 Nov 2024	$1,001 - $15,000	-
SPDR Select Sector Fund -... XLV	Purchase	1 Nov 2024	$1,001 - $15,000	-
ProShares S&P 500 Dividen... NOBL	Purchase	1 Nov 2024	$1,001 - $15,000	-
ishares Gold Trust IAU	Purchase	1 Nov 2024	$1,001 - $15,000	-
Columbia Dividend Income ... GSFTX	Purchase	1 Nov 2024	$1,001 - $15,000	-
Pimco Income Fund Class I... PONPX	Purchase	1 Nov 2024	$15,001 - $50,000	-
Eli Lilly and Company LLY	Purchase	30 Oct 2024	$15,001 - $50,000	-
Verizon Communications In... VZ	Sale (Partial)	29 Oct 2024	$1,001 - $15,000	-
Starbucks Corp SBUX	Sale (Partial)	29 Oct 2024	$1,001 - $15,000	-
Mastercard Inc MA	Sale (Partial)	29 Oct 2024	$1,001 - $15,000	-
Walt Disney Company DIS	Sale (Full)	29 Oct 2024	$1,001 - $15,000	-
Honeywell International I... HON	Sale (Partial)	29 Oct 2024	$1,001 - $15,000	-
Verizon Communications In... VZ	Sale (Partial)	29 Oct 2024	$1,001 - $15,000	-
Mastercard Inc MA	Sale (Partial)	29 Oct 2024	$1,001 - $15,000	-
Vanguard Financials ETF VFH	Sale (Full)	29 Oct 2024	$1,001 - $15,000	-
Starbucks Corp SBUX	Sale (Partial)	29 Oct 2024	$1,001 - $15,000	-
Tesla Inc TSLA	Sale (Full)	28 Oct 2024	$15,001 - $50,000	-
Tesla Inc TSLA	Sale (Full)	28 Oct 2024	$100,001 - $250,000	-
JPM US Equity Premium Inc... JEPI	Sale (Full)	22 Oct 2024	$1,001 - $15,000	-
Vanguard S&P 500 ETF VOO	Sale (Partial)	22 Oct 2024	$1,001 - $15,000	-
Vanguard High Dividend Yi... VYM	Sale (Full)	22 Oct 2024	$1,001 - $15,000	-
Vanguard Consumer Staples... VDC	Sale (Full)	22 Oct 2024	$15,001 - $50,000	-
Tesla Inc TSLA	Sale (Partial)	11 Oct 2024	$15,001 - $50,000	-
Coca-Cola Company KO	Purchase	8 Oct 2024	$1,001 - $15,000	-
Celsius Holdings Inc CELH	Sale (Full)	8 Oct 2024	$1,001 - $15,000	-
Vanguard High Dividend Yi... VYM	Purchase	18 Sept 2024	$1,001 - $15,000	-
Financial ETF Vanguard VFH	Purchase	17 Sept 2024	$1,001 - $15,000	-
First Trust NASDAQ Clean ... GRID	Purchase	17 Sept 2024	$1,001 - $15,000	-
Vanguard All-World ex-US ... VEU	Purchase	17 Sept 2024	$1,001 - $15,000	-
Amgen Inc AMGN	Sale (Partial)	17 Sept 2024	$1,001 - $15,000	-
Vanguard High Dividend Yi... VYM	Sale (Partial)	17 Sept 2024	$1,001 - $15,000	-
Columbia Dividend Income ... GSFTX	Sale (Full)	17 Sept 2024	$1,001 - $15,000	-
SPDR Select Sector Fund -... XLI	Sale (Partial)	17 Sept 2024	$1,001 - $15,000	-
SPDR Select Sector Fund -... XLV	Sale (Partial)	17 Sept 2024	$1,001 - $15,000	-
Nasdaq Smart Grid Infrast... GRID	Purchase	17 Sept 2024	$1,001 - $15,000	-
Fullerthaler Behavioral S... FTHSX	Purchase	17 Sept 2024	$1,001 - $15,000	-
Vanguard High Dividend Yi... VYM	Purchase	17 Sept 2024	$1,001 - $15,000	-
WisdomTree U.S. Quality D... DGRW	Purchase	17 Sept 2024	$1,001 - $15,000	-
Baird Aggregate Bond Fund... BAGIX	Sale (Partial)	6 Sept 2024	$15,001 - $50,000	-
Pimco Funds Total Return ... PTTRX	Sale (Partial)	6 Sept 2024	$15,001 - $50,000	-
PIMCO Enhanced Short Matu... MINT	Sale (Full)	6 Sept 2024	$1,001 - $15,000	-
Nyli Mackay High Yield Co... MHYSX	Purchase	5 Sept 2024	$1,001 - $15,000	-
Snowflake Inc Cl A SNOW	Sale (Full)	15 Aug 2024	$1,001 - $15,000	-
Conagra Brands Inc CAG	Sale (Full)	30 Jul 2024	$1,001 - $15,000	-
Conagra Brands Inc CAG	Sale (Full)	30 Jul 2024	$1,001 - $15,000	-
SPDR Select Sector Fund -... XLI	Sale (Full)	30 Jul 2024	$15,001 - $50,000	-
New Perspective Fund Clas... ANWFX	Sale (Partial)	29 Jul 2024	$1,001 - $15,000	-
Walt Disney Company DIS	Sale (Full)	25 Jul 2024	$1,001 - $15,000	-
Vanguard Mid-Cap ETF VO	Sale (Full)	24 Jul 2024	$1,001 - $15,000	-
Touchstone Mid Cap Fund C... TMPRX	Sale (Partial)	24 Jul 2024	$1,001 - $15,000	-
Jensen Quality Growth Fun... JENYX	Sale (Full)	24 Jul 2024	$1,001 - $15,000	-
William Blair Large Cap G... LCGJX	Purchase	23 Jul 2024	$1,001 - $15,000	-
SPDR Select Sector Fund -... XLE	Purchase	23 Jul 2024	$1,001 - $15,000	-
Principal Funds Inc. - Mi... PMAQX	Purchase	23 Jul 2024	$1,001 - $15,000	-
Embark Small Cap Equity F... ESCQX	Purchase	23 Jul 2024	$1,001 - $15,000	-
Embark Commodity Strategy... ECSQX	Purchase	23 Jul 2024	$1,001 - $15,000	-
Global Clean Energy Ishar... ICLN	Sale (Full)	8 Jul 2024	$1,001 - $15,000	-
First Trust NASDAQ Clean ... GRID	Purchase	8 Jul 2024	$1,001 - $15,000	-
Fullerthaler Behavioral S... FTHSX	Purchase	5 Jul 2024	$1,001 - $15,000	-
Virtus Kar Small-Cap Grow... PXSGX	Sale (Full)	5 Jul 2024	$1,001 - $15,000	-
Global X Cloud Computing ... CLOU	Sale (Full)	5 Jul 2024	$1,001 - $15,000	-
Virtus Kar Small-Cap Valu... PXQSX	Sale (Full)	5 Jul 2024	$1,001 - $15,000	-
Fullerthaler Behavioral S... FTHSX	Purchase	5 Jul 2024	$1,001 - $15,000	-
First Trust NASDAQ Clean ... GRID	Purchase	5 Jul 2024	$1,001 - $15,000	-
Global X U.S. Infrastruct... PAVE	Purchase	5 Jul 2024	$1,001 - $15,000	-
First Trust Nasdaq Cybers... CIBR	Purchase	5 Jul 2024	$1,001 - $15,000	-
First Trust NASDAQ Clean ... GRID	Purchase	5 Jul 2024	$1,001 - $15,000	-
Johnson & Johnson JNJ	Sale (Full)	3 Jul 2024	$15,001 - $50,000	-
Johnson & Johnson JNJ	Sale (Full)	3 Jul 2024	$15,001 - $50,000	-
Vanguard Financials ETF VFH	Sale (Partial)	3 Jul 2024	$1,001 - $15,000	-
McDonald's Corp MCD	Sale (Full)	3 Jul 2024	$1,001 - $15,000	-
Goldman Sachs Group, Inc.... GS	Purchase	27 Jun 2024	$1,001 - $15,000	-
Pimco Income Fund Class I... PONPX	Sale (Partial)	21 Jun 2024	$1,001 - $15,000	-
Pimco Low Duration Income... PFTPX	Sale (Full)	21 Jun 2024	$1,001 - $15,000	-
JPM Nasdaq Equity Premium... JEPQ	Purchase	21 Jun 2024	$1,001 - $15,000	-
Microsoft Corp MSFT	Purchase	13 Jun 2024	$1,001 - $15,000	-
Home Depot HD	Purchase	13 Jun 2024	$1,001 - $15,000	-
Crown Castle Inc CCI	Purchase	10 May 2024	$1,001 - $15,000	-
iShares iBoxx $ High Yiel... HYG	Sale (Partial)	8 May 2024	$1,001 - $15,000	-
Diageo Plc ADR DEO	Sale (Full)	8 May 2024	$15,001 - $50,000	-
PIMCO Active Bond Exchang... BOND	Purchase	7 May 2024	$15,001 - $50,000	-
Janus Henderson Balanced ... JBALX	Purchase	7 May 2024	$1,001 - $15,000	-
Vanguard All-World ex-US ... VEU	Purchase	7 May 2024	$1,001 - $15,000	-
Jpmorgan Equity Premium I... JEPI	Purchase	7 May 2024	$1,001 - $15,000	-
ishares Gold Trust IAU	Purchase	7 May 2024	$1,001 - $15,000	-
JP MORGAN CHASE & CO Rate...	Sale (Full)	30 Apr 2024	$1,001 - $15,000	-
T. Rowe Price Overseas St... TROIX	Sale (Partial)	19 Apr 2024	$1,001 - $15,000	-
iShares Core MSCI EAFE ET... IEFA	Purchase	18 Apr 2024	$1,001 - $15,000	-
Unilever Plc ADR UL	Sale (Full)	9 Apr 2024	$1,001 - $15,000	-
Vanguard High Dividend Yi... VYM	Sale (Partial)	9 Apr 2024	$15,001 - $50,000	-
Ingersoll Rand Inc IR	Sale (Full)	9 Apr 2024	$1,001 - $15,000	-
Vanguard Consumer Staples... VDC	Sale (Full)	9 Apr 2024	$15,001 - $50,000	-
Novartis Ag ADR NVS	Sale (Partial)	9 Apr 2024	$1,001 - $15,000	-
RTX Corporation Common St... RTX	Sale (Full)	9 Apr 2024	$15,001 - $50,000	-
Danaher Corp DHR	Sale (Full)	9 Apr 2024	$15,001 - $50,000	-
Embark Commodity Strategy... ECSQX	Purchase	9 Apr 2024	$1,001 - $15,000	-
Vanguard Small-Cap Value ... VBR	Sale (Partial)	9 Apr 2024	$15,001 - $50,000	-
WisdomTree U.S. Quality D... DGRW	Sale (Partial)	9 Apr 2024	$1,001 - $15,000	-
iShares iBoxx $ High Yiel... HYG	Purchase	4 Apr 2024	$1,001 - $15,000	-
SPDR Gold Trust GLD	Purchase	4 Apr 2024	$1,001 - $15,000	-
Pacer US Cash Cows 100 ET... COWZ	Purchase	4 Apr 2024	$1,001 - $15,000	-
ProShares S&P 500 Dividen... NOBL	Purchase	22 Mar 2024	$1,001 - $15,000	-
SPDR Select Sector Fund -... XLV	Purchase	22 Mar 2024	$15,001 - $50,000	-
Pacer US Cash Cows 100 ET... COWZ	Purchase	22 Mar 2024	$1,001 - $15,000	-
Flaherty & Crumrine Prefe... PFD	Purchase	22 Mar 2024	$15,001 - $50,000	-
Nasdaq Cybersecurity ETF CIBR	Purchase	22 Mar 2024	$1,001 - $15,000	-
Jpmorgan Small Cap Blend ... JDSCX	Purchase	22 Mar 2024	$15,001 - $50,000	-
Unilever Plc ADR UL	Sale (Full)	22 Mar 2024	$1,001 - $15,000	-
Jpmorgan U.S. Equity Prem... JEPI	Purchase	22 Mar 2024	$1,001 - $15,000	-
Gold Trust Ishares IAU	Sale (Full)	13 Mar 2024	$1,001 - $15,000	-
Vanguard Div Appreciation... VIG	Sale (Full)	13 Mar 2024	$15,001 - $50,000	-
American Balanced Fund Cl... AMBFX	Sale (Partial)	13 Mar 2024	$1,001 - $15,000	-
Comcast Corp A CMCSA	Sale (Full)	13 Mar 2024	$15,001 - $50,000	-
Vanguard Small-Cap Value ... VBR	Purchase	4 Mar 2024	$1,001 - $15,000	-
Janus Henderson Global Eq... HFQIX	Sale (Full)	4 Mar 2024	$1,001 - $15,000	-
American Funds Inflation ... BFIGX	Sale (Full)	4 Mar 2024	$1,001 - $15,000	-
Calvert Equity Fund Class... CEYIX	Sale (Full)	23 Feb 2024	$1,001 - $15,000	-
Vanguard Long-Term Bond E... BLV	Sale (Full)	29 Jan 2024	$1,001 - $15,000	-
Goldman Sachs Absolute Re... GJRTX	Sale (Full)	19 Jan 2024	$15,001 - $50,000	-
Gold SPDR GLD	Purchase	3 Jan 2024	$1,001 - $15,000	-
iShares iBoxx $ High Yiel... HYG	Purchase	3 Jan 2024	$1,001 - $15,000	-
Pacer US Cash Cows 100 ET... COWZ	Purchase	3 Jan 2024	$1,001 - $15,000	-