Josh Gottheimer

Josh Gottheimer Representative, New Jersey

Democrat District 5

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$3,887,855
Monthly Change
+2.0%

Portfolio Performance

10.1%
02 Dec 2024
07 Dec 2025

Top Holdings

$3.9M
Portfolio value
NVDA(NVIDIA Corporation)
12.4%
$484.2K
PTSNX(PTSNX)
3.9%
$150.2K
TSLA(Tesla, Inc.)
3.4%
$133.7K
NFLX(Netflix, Inc.)
3.1%
$120.3K
GOOG(Alphabet Inc.)
2.9%
$111.6K
OTHER
74.3%
$2.9M

Recent Trades

DateTickerAmount
17 Oct 2025+US$8,001
17 Oct 2025+US$8,001
16 Oct 2025−US$8,001
30 Sept 2025+US$8,001
22 Sept 2025+US$8,001
21 Aug 2025−US$8,001
16 Jul 2025−US$8,001
02 Jul 2025−US$8,001
25 Jun 2025+US$8,001
24 Jun 2025+US$8,001

Sector Allocation

Asset Distribution

Technology

48.12%

Consumer Cyclical

11.55%

Healthcare

9.73%

Financial Services

8.87%

Industrials

6.83%

Communication Services

5.33%

Consumer Defensive

3.3%

Utilities

0.89%

Energy

0.86%

Real Estate

0.4%

Basic Materials

0.25%
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