Jared Moskowitz

Jared Moskowitz Representative, Florida

Democrat District 23

Portfolio Calculation Disclaimer

These calculations are estimations based on available data recorded from 2020 onwards. We aim to improve accuracy over time but do not guarantee the precision of these figures. Actual portfolio values may differ from our calculations.

Portfolio Overview

Summary
Total Value
US$1,276,134
Monthly Change
+3.3%

Portfolio Performance

17.6%
01 Dec 2024
07 Dec 2025

Top Holdings

$1.3M
Portfolio value
AVGO(Broadcom Inc.)
8.5%
$109.0K
ADI(Analog Devices, Inc.)
5.7%
$72.8K
XLE(Energy Select Sector SPDR Fund)
5.7%
$72.8K
NVDA(NVIDIA Corporation)
5.0%
$64.2K
AXP(American Express Company)
4.3%
$55.4K
OTHER
70.7%
$901.8K

Recent Trades

DateTickerAmount
10 Oct 2025−US$8,001
10 Oct 2025+US$8,001
10 Oct 2025−US$8,001
10 Oct 2025+US$8,001
10 Oct 2025+US$8,001
10 Oct 2025+US$8,001
10 Oct 2025+US$8,001
10 Oct 2025−US$8,001
10 Oct 2025−US$8,001
10 Oct 2025+US$32,501

Sector Allocation

Asset Distribution

Technology

38.85%

Financial Services

16.78%

Healthcare

15.06%

Industrials

10.94%

Consumer Cyclical

6.61%

Utilities

3.63%

Basic Materials

2.34%

Communication Services

1.66%

Consumer Defensive

0.62%
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