Josh Gottheimer net worth
DemocratIn office
House of Representatives · New Jersey · 3,472 trades
- 3,472
- Trades
- Latest filing
- MSFT
- Most traded
Updated October 7, 2026 · Source: Clerk of the House
Short answer: Based on the annual report for 2025, we estimate Josh Gottheimer's net worth at $34.1 million: reported assets minus liabilities. Most of it is in stocks, etf and options.
- $174,000
- Salary per year
- $34.1 million
- Estimated net worth
- the annual salary
- 196 times
- That is
Net worth at the start in Congress and now
- Joined Congress: 2017
- $5.8 million
- First annual report, 2017
- +487% since 2017
- $34.1 million
- Latest annual report, 2025
Josh Gottheimer's estimated net worth per year
Estimated net worthRange according to the same filing
Show figures per year
| Year | Estimated net worth |
|---|---|
| 2017 | $5.8 million |
| 2018 | $6.2 million |
| 2019 | $8.0 million |
| 2020 | $22.2 million |
| 2021 | $44.6 million |
| 2022 | $26.3 million |
| 2023 | $40.5 million |
| 2025 | $34.1 million |
Salary
$174,000per year (member of Congress)
Net worth
$34.1 millionestimated net worth
Whose name the assets are in
11%in own name
89%spouse, joint or child
Insider trading: what the data shows
3,170 of 3,472reported within 45 days
Reported assets
| Name | Type | Amount | Owner |
|---|---|---|---|
| Barclays - Savings Account | Bank accounts | up to $50K | Self |
| Ford Interest Advantage | Bank accounts | up to $15K | Self |
| JANA STRATEGIC INVESTMENTS BENCHMARK FUND, LP | Other | up to $500K | Self |
| JPMorgan Chase Bank, N.A | Bank accounts | up to $50K | Self |
| QPG Ambassador Investors LLC | Business interest | up to $15K | Self |
| Synchrony Bank | Bank accounts | up to $50K | Self |
| Tusk Venture Partners I GP, LLC | Business interest | up to $250K | Spouse |
| Tusk Venture Partners II GP, LLC | Business interest | up to $15K | Spouse |
| Tusk Venture Partners III GP LLC | Business interest | up to $50K | Spouse |
| Wells Fargo Bank Accounts | Bank accounts | up to $50K | Self |
| WPP plc American Depositary Shares (WPP) | Stocks | up to $50K | Self |
| Asbury Advisors LLC ⇒ Wells Fargo Bank Accounts | Bank accounts | up to $50K | Self |
| Columbia University- Voluntary Retirement Savings ⇒ Vanguard Target Retirement 2040 Fund (VFORX) | Mutual fund | up to $50K | Spouse |
| DC College Savings - Dependent # 1 ⇒ DC College Savings 2025 Portfolio | Other | None | Spouse |
| DC College Savings - Dependent # 1 ⇒ DC College Savings in College Portfolio | Other | up to $500K | Spouse |
| DC College Savings - Dependent # 2 ⇒ DC College Savings 2028 Portfolio | Other | up to $250K | Self |
| DC College Savings - Dependent # 2 ⇒ Intermediate Bond Fund of America, Class F-2 Shs (IBAFX) | Mutual fund | up to $15K | Self |
| DC College Savings - Dependent # 2 ⇒ U.S. Large Cap Equity Portfolio | Other | up to $100K | Self |
| DC College Savings - Dependent # 2 ⇒ U.S. Small Cap Equity Portfolio | Other | up to $100K | Self |
| Fidelity Brokerage ⇒ Fidelity Cash | Bank accounts | up to $50K | Joint |
| Fidelity Brokerage ⇒ Fidelity Government Money Market Fund (SPAXX) | Mutual fund | up to $50K | Joint |
| Microsoft 401(k) ⇒ BTC LifePath | Mutual fund | up to $250K | Self |
| Microsoft 401(k) ⇒ Vanguard Russell 1000 Index Fd Insti Cl (VRNIX) | Mutual fund | up to $250K | Self |
| Morgan Stanley - Active Asset Account # 1 ⇒ Blackstone Real Estate Income Trust, Inc. | Other | up to $500K | Self |
| Morgan Stanley - Active Asset Account # 1 ⇒ Invesco QQQ Trust, Series 1 (QQQ) | ETF | up to $50K | Self |
| Morgan Stanley - Active Asset Account # 1 ⇒ Morgan Stanley Bank N.A. # | Bank accounts | up to $15K | Self |
| Morgan Stanley - Active Asset Account # 1 ⇒ SPDR Dow Jones Industrial Average ETF (DIA) | ETF | up to $100K | Self |
| Morgan Stanley - Active Asset Account # 1 ⇒ SPDR S&P 500 (SPY) | ETF | up to $500K | Self |
| Morgan Stanley - Active Asset Account # 2 ⇒ Circle Internet Group, Inc. (CRCL) | Stocks | up to $100K | Joint |
| Morgan Stanley - Active Asset Account # 2 ⇒ Morgan Stanley Bank N.A. # | Bank accounts | up to $15K | Joint |
| Morgan Stanley - Active Asset Account # 2 ⇒ Morgan Stanley Insti Liquidity Fds, Government Portf Insti Class (MVRXX) | Mutual fund | up to $50K | Joint |
| Morgan Stanley - Active Asset Account # 3 ⇒ Akamai Technologies, Inc. (AKAM) | Stocks | None | Joint |
| Morgan Stanley - Active Asset Account # 3 ⇒ Ally Financial Inc. (ALLY) | Stocks | up to $15K | Joint |
| Morgan Stanley - Active Asset Account # 3 ⇒ Amazon.com, Inc. (AMZN) | Stocks | up to $250K | Joint |
| Morgan Stanley - Active Asset Account # 3 ⇒ Apple Inc. (AAPL) | Stocks | up to $1M | Joint |
| Morgan Stanley - Active Asset Account # 3 ⇒ AT&T Inc. (T) | Stocks | up to $15K | Joint |
| Morgan Stanley - Active Asset Account # 3 ⇒ Coty Inc. (Class A) (COTY) | Stocks | None | Joint |
| Morgan Stanley - Active Asset Account # 3 ⇒ Darden Restaurants, Inc. (DRI) | Stocks | up to $50K | Joint |
| Morgan Stanley - Active Asset Account # 3 ⇒ Dell Technologies Inc. Class V (DVMT) | Stocks | None | Joint |
| Morgan Stanley - Active Asset Account # 3 ⇒ Dollar Tree, Inc. (DLTR) | Stocks | up to $50K | Joint |
| Morgan Stanley - Active Asset Account # 3 ⇒ Eli Lilly and Company (LLY) | Stocks | up to $100K | Joint |
| Morgan Stanley - Active Asset Account # 3 ⇒ Fidelity National Information Services, Inc. (FIS) | Stocks | None | Joint |
| Morgan Stanley - Active Asset Account # 3 ⇒ Ford Motor Company (F) | Stocks | up to $50K | Joint |
| Morgan Stanley - Active Asset Account # 3 ⇒ Goldman Sachs Group, Inc. (GS) | Stocks | up to $50K | Joint |
| Morgan Stanley - Active Asset Account # 3 ⇒ Home Depot, Inc. (HD) | Stocks | up to $50K | Joint |
| Morgan Stanley - Active Asset Account # 3 ⇒ MarketAxess Holdings, Inc. (MKTX) | Stocks | up to $15K | Joint |
| Morgan Stanley - Active Asset Account # 3 ⇒ Martin Marietta Materials, Inc. (MLM) | Stocks | up to $50K | Joint |
| Morgan Stanley - Active Asset Account # 3 ⇒ Meta Platforms, Inc. (Class A) (META) | Stocks | up to $500K | Joint |
| Morgan Stanley - Active Asset Account # 3 ⇒ Microsoft Corporation (MSFT) | Stocks | up to $5M | Joint |
| Morgan Stanley - Active Asset Account # 3 ⇒ Morgan Stanley Bank N.A. # | Bank accounts | up to $15K | Joint |
| Morgan Stanley - Active Asset Account # 3 ⇒ Performance Food Group Company (PFGC) | Stocks | up to $50K | Joint |
| Morgan Stanley - Active Asset Account # 3 ⇒ Pfizer, Inc. (PFE) | Stocks | None | Joint |
| Morgan Stanley - Active Asset Account # 3 ⇒ Synchrony Financial (SYF) | Stocks | up to $50K | Joint |
| Morgan Stanley - Active Asset Account # 3 ⇒ Tractor Supply Company (TSCO) | Stocks | up to $50K | Joint |
| Morgan Stanley - Active Asset Account # 3 ⇒ United Airlines Holdings, Inc. (UAL) | Stocks | up to $100K | Joint |
| Morgan Stanley - Active Asset Account # 3 ⇒ Valley National Bancorp (VLY) | Stocks | up to $15K | Joint |
| Morgan Stanley - Active Asset Account # 4 ⇒ Invesco QQQ Trust, Series 1 (QQQ) | ETF | up to $50K | Spouse |
| Morgan Stanley - Active Asset Account # 4 ⇒ SPDR Dow Jones Industrial Average ETF (DIA) | ETF | up to $50K | Spouse |
| Morgan Stanley - Active Asset Account # 4 ⇒ SPDR S&P 500 (SPY) | ETF | up to $100K | Spouse |
| Morgan Stanley - Portfolio Management ⇒ Artisan Developing World Fund - Advisor Shares (APDYX) | Mutual fund | up to $250K | Joint |
| Morgan Stanley - Portfolio Management ⇒ Global X Funds Global X U.S. Infrastructure Development ETF (PAVE) | ETF | up to $250K | Joint |
| Morgan Stanley - Portfolio Management ⇒ Invesco QQQ Trust, Series 1 (QQQ) | ETF | up to $250K | Joint |
| Morgan Stanley - Portfolio Management ⇒ iShares Core S&P Mid-Cap ETF (IJH) | ETF | up to $100K | Joint |
| Morgan Stanley - Portfolio Management ⇒ iShares U.S. Technology ETF (IYW) | ETF | up to $250K | Joint |
| Morgan Stanley - Portfolio Management ⇒ Morgan Stanley Bank N.A. # | Bank accounts | up to $15K | Joint |
| Morgan Stanley - Portfolio Management ⇒ Morgan Stanley Insti Liquidity Fds, Government Portf Insti Class (MVRXX) | Mutual fund | up to $100K | Joint |
| Morgan Stanley - Portfolio Management ⇒ SPDR S&P 500 (SPY) | ETF | up to $500K | Joint |
| Morgan Stanley - Portfolio Management ⇒ Vanguard S&P 500 ETF (VOO) | ETF | up to $5M | Joint |
| Morgan Stanley - Portfolio Management ⇒ Vanguard Total Stock Market ETF (VTI) | ETF | None | Joint |
| Morgan Stanley - Portfolio Management Active Assets Account ⇒ Microsoft Corporation (MSFT) | Stocks | up to $25M | Joint |
| Morgan Stanley - Portfolio Management Active Assets Account ⇒ Microsoft Corporation (MSFT | Options | up to $5M | Joint |
| Morgan Stanley - Portfolio Management Active Assets Account ⇒ Microsoft Corporation (MSFT | Options | up to $1M | Joint |
| Morgan Stanley - Portfolio Management Active Assets Account ⇒ Microsoft Corporation (MSFT) | Options | None | Joint |
| Morgan Stanley - Portfolio Management Active Assets Account ⇒ Microsoft Corporation (MSFT) | Options | up to $1M | Joint |
| Morgan Stanley - Portfolio Management Active Assets Account ⇒ Microsoft Corporation (MSFT) | Options | None | Joint |
| Morgan Stanley - Portfolio Management Active Assets Account ⇒ Microsoft Corporation (MSFT) | Options | None | Joint |
| Morgan Stanley - Portfolio Management Active Assets Account ⇒ Morgan Stanley Bank N.A. # | Bank accounts | up to $50K | Joint |
| Morgan Stanley - Roth IRA ⇒ AMCAP Fund, (Class A) Shares A (AMCPX) | Mutual fund | up to $15K | Self |
| Morgan Stanley - Roth IRA ⇒ American Balanced Fund, (Class A) Shs (ABALX) | Mutual fund | up to $15K | Self |
| Morgan Stanley - Roth IRA ⇒ American Funds Investment Co of America A (AIVSX) | Mutual fund | up to $15K | Self |
| Morgan Stanley - Roth IRA ⇒ American Funds SMALLCAP World A (SMCWX) | Mutual fund | up to $15K | Self |
| Morgan Stanley - Roth IRA ⇒ New Perspective Fund, (Class A) Shares (ANWPX) | Mutual fund | up to $15K | Self |
| Morgan Stanley - Roth IRA ⇒ Washington Mutual Invs Fd Cl A Shs (AWSHX) | Mutual fund | up to $15K | Self |
| Morgan Stanley - Roth IRA Spouse ⇒ American Funds Investment Co of America A (AIVSX) | Mutual fund | up to $15K | Spouse |
| Morgan Stanley - Roth IRA Spouse ⇒ Capital Income Builder Cl A Shs (CAIBX) | Mutual fund | up to $15K | Spouse |
| Morgan Stanley - Roth IRA Spouse ⇒ The Growth Fund of America (Class A) Shares (AGTHX) | Mutual fund | up to $15K | Spouse |
| Morgan Stanley - Select UMA Account # 1 ⇒ 3M Company (MMM) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Abbott Laboratories (ABT) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ AbbVie Inc. (ABBV) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Advanced Energy Industries, Inc. (AEIS) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Adyen N V Unsponsored ADR (ADYEY) | Other | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Agios Pharmaceuticals, Inc. (AGIO) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Agree Realty Corporation (ADC) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ AIA Group, Ltd. Sponsored American Depository Receipt (AAGIY) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Air Products and Chemicals, Inc. (APD) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Alcon Inc. Ordinary Shares (ALC) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Alfa-Laval Ab Unsponsored ADR (ALFVY) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Allegro MicroSystems, Inc. (ALGM) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Allianz SE ADR (ALIZY) | Other | up to $50K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Alphabet Inc. (Class C) (GOOG) | Stocks | up to $100K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Ambev S.A. American Depositary Shares (ABEV) | Stocks | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Ameris Bancorp (ABCB) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Amphenol Corporation (APH) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ AppFolio, Inc. (APPF) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Apple Inc. (AAPL) | Stocks | up to $100K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Applovin Corporation (APP) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Arcutis Biotherapeutics, Inc. - Common stock (ARQT) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Arista Networks, Inc. (ANET) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Artivion, Inc. (AORT) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Asbury Automotive Group Inc (ABG) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ ASML Holding N.V. - New York Registry Shares (ASML) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Assa Abloy AB Unsponsored ADR (ASAZY) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Atlas Copco Ab Sponsored ADR repstg (Class A) (ATLKY) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ AtriCure, Inc. (ATRC) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ AutoZone, Inc. (AZO) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Avient Corporation (AVNT) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Balchem Corporation (BCPC) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Banco Bilbao Vizcaya Argentaria S.A. (BBVA) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Berkshire Hathaway Inc. New (BRK.B) | Stocks | up to $50K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ BHP Group Limited American Depositary Shares (BHP) | Stocks | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ BioCryst Pharmaceuticals, Inc. (BCRX) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ BlackRock, Inc. (BLK) | Stocks | up to $50K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Blackstone Inc. (BX) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Block, Inc. (XYZ) | Stocks | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Booking Holdings Inc. (BKNG) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Boot Barn Holdings, Inc. (BOOT) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Broadcom Inc. (AVGO) | Stocks | up to $50K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Canadian National Railway Company (CNI) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Carvana Co. (CVNA) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Cathay General Bancorp (CATY) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ CBIZ, Inc. (CBZ) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Central Garden & Pet Company Nonvoting (CENTA) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Champion Homes, Inc. (SKY) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ ChampionX Corporation (CHX) | Stocks | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Charles Schwab Corporation (SCHW) | Stocks | up to $50K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Chart Industries, Inc. (GTLS) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Chevron Corporation (CVX) | Stocks | up to $50K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Chord Energy Corporation (CHRD) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Chubb Limited (CB) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Chugai Pharmaceutical Ltd Unsponsored ADR (CHGCY) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Cincinnati Financial Corporation (CINF) | Stocks | up to $50K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Cisco Systems, Inc. (CSCO) | Stocks | up to $50K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Cloudflare, Inc. (NET) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Coca-Cola Company (KO) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Cohen & Steers Inc (CNS) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Columbia Banking System, Inc. (COLB) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ ConocoPhillips (COP) | Stocks | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Corning Incorporated (GLW) | Stocks | up to $50K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Credicorp Ltd. (BAP) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Crinetics Pharmaceuticals, Inc. (CRNX) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Crown Castle International Corp. (CCI) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ CSW Industrials, Inc. (CSW) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ D.R. Horton, Inc. (DHI) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Daifuku Co., Ltd ADR (DFKCY) | Other | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Dassault Systemes, S.A. American Depositary Shares (DASTY) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Dbs Group Holdings Ltd Ord American Depositary Shares (DBSDY) | Stocks | up to $50K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Diageo plc (DEO) | Stocks | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ DISCO CORP UNSP /ADR (DSCSY) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Dominion Energy, Inc. (D) | Stocks | up to $50K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ DoorDash, Inc. (DASH) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Ducommun Incorporated (DCO) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Edwards Lifesciences Corporation (EW) | Stocks | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ EEN ENERGY HLDGS UNSP/ADR (XNGSY) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Eli Lilly and Company (LLY) | Stocks | up to $50K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Endava plc American Depositary Shares (DAVA) | Stocks | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Enerpac Tool Group Corp. (EPAC) | Stocks | up to $1K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ EPIROC AKTIEBOLAG S/ADR A (EPOAY) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Fair Isaac Corporation (FICO) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Fastenal Company (FAST) | Stocks | up to $50K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Fidelity National Information Services, Inc. (FIS) | Stocks | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ First Watch Restaurant Group, Inc. (FWRG) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Fiserv, Inc. (FI) | Stocks | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Flywire Corporation - Voting (FLYW) | Stocks | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Fomento Economico Mexicano S.A.B. de C.V. (FMX) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Gates Industrial Corporation plc Ordinary Shares (GTES) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Genmab A/S - American Depositary Shares (GMAB) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Glacier Bancorp, Inc. (GBCI) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Globus Medical, Inc. (Class A) (GMED) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Goldman Sachs Group, Inc. (GS) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Grand Canyon Education, Inc. (LOPE) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR (GBOOY) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ HAIER SMART HOME U/ADR (HSHCY) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Haleon plc American Depositary Shares (HLN) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Halozyme Therapeutics, Inc. (HALO) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ HDFC Bank Limited (HDB) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ HealthEquity, Inc. (HQY) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Home Depot, Inc. (HD) | Stocks | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Horace Mann Educators Corporation (HMN) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Houlihan Lokey, Inc. (Class A) (HLI) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ HubSpot, Inc. (HUBS) | Stocks | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ ICF International, Inc. (ICFI) | Stocks | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ ICU Medical, Inc. (ICUI) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ IDACORP, Inc. (IDA) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Independence Realty Trust, Inc. (IRT) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Independent Bank Corp. (INDB) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Infineon Technologies AG (IFNNY) | Stocks | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Insmed Incorporated (INSM) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Intapp, Inc. (INTA) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Intercontinental Exchange Inc. (ICE) | Stocks | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ International Business Machines Corporation (IBM) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Intra-Cellular Therapies Inc. (ITCI) | Stocks | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Intuit Inc. (INTU) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Intuitive Surgical, Inc. (ISRG) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ iShares Core S&P 500 ETF (IVV) | ETF | up to $50K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ iShares MSCI EAFE ETF (EFA) | ETF | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ iShares Russell 1000 ETF (IWB) | ETF | up to $50K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ iShares Russell 1000 Growth ETF (IWF) | ETF | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ iShares Russell 2000 ETF (IWM) | ETF | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ ITT Inc. (ITT) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Johnson & Johnson (JNJ) | Stocks | up to $50K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ KKR & Co. Inc. (KKR) | Stocks | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Komatsu Ltd Ord American Depositary Shares (KMTUY) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ L'Air Liquide Ord American Depositary Shares (AIQUY) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ L'Oreal Co. American Depositary Shares (LRLCY) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ La-Z-Boy Incorporated (LZB) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Lam Research Corporation (LRCX) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Linde plc Ordinary Share (LIN) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Lowe's Companies, Inc. (LOW) | Stocks | up to $50K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ MACOM Technology Solutions Holdings, Inc. (MTSI) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Magnolia Oil & Gas Corporation (Class A) (MGY) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Manulife Financial Corporation (MFC) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Mastercard Incorporated (MA) | Stocks | up to $50K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Matador Resources Company (MTDR) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ McDonald's Corporation (MCD) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ McKesson Corporation (MCK) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Medpace Holdings, Inc. (MEDP) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ MercadoLibre, Inc. (MELI) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Merck & Company, Inc. (MRK) | Stocks | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Meta Platforms, Inc. (META) | Stocks | up to $50K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Microsoft Corporation (MSFT) | Stocks | up to $100K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Minerals Technologies Inc. (MTX) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Morgan Stanley Bank N.A. # | Bank accounts | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Natera, Inc. (NTRA) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ National Health Investors, Inc. (NHI) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Nestle SA Sponsored ADR representing Registered Shares Series B (NSRGY) | Stocks | up to $50K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares (NTES) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Netflix, Inc. (NFLX) | Stocks | up to $50K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Nintendo Co Ltd ADR (NTDOY) | Stocks | up to $50K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Norfolk Southern Corporation (NSC) | Stocks | up to $50K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Northrop Grumman Corporation (NOC) | Stocks | up to $50K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ NorthWestern Corporation (NWE) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Novanta Inc. - Common Shares (NOVT) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Novozymes A/S Unsponsored American Depositary Receipt (NVZMY) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ NVIDIA Corporation (NVDA) | Stocks | up to $100K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ OceanFirst Financial Corp. (OCFC) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Oracle Corporation (ORCL) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Oxford Industries, Inc. (OXM) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Pacific Premier Bancorp Inc (PPBI) | Stocks | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Palo Alto Networks, Inc. (PANW) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Paragon 28, Inc. (FNA) | Stocks | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Patrick Industries, Inc. (PATK) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Paychex, Inc. (PAYX) | Stocks | up to $50K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ PayPal Holdings, Inc. (PYPL) | Stocks | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Perella Weinberg Partners (PWP) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Phreesia, Inc. (PHR) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ PING AN INS CO OF CHINA (PNGAY) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Primoris Services Corporation (PRIM) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Progressive Corporation (PGR) | Stocks | up to $50K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ PT Telekomunikasi Indonesia, Tbk (TLK) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Quanta Services, Inc. (PWR) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ RBC Bearings Incorporated (ROLL) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Regeneron Pharmaceuticals, Inc. (REGN) | Stocks | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Revolve Group, Inc. (Class A) (RVLV) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Rio Tinto Plc (RIO) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Roche Holdings AG Basel American Depositary Shares (RHHBY) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ RTX Corporation (RTX) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Ryman Hospitality Properties, Inc. (RHP) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Salesforce, Inc. (CRM) | Stocks | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ SAP SE ADS (SAP) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Schneider Electric SE Unsponsored ADR (SBGSY) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Schneider National, Inc. (SNDR) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Sea Limited American Depositary Shares, each representing one (Class A) Ordinary Share (SE) | Stocks | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Seacoast Banking Corporation of Florida (SBCF) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ ServiceNow, Inc. (NOW) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Shell PLC American Depositary Shares (SHEL) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Shimano Inc. ADR | Other | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Shionogi & Co Ltd Unsponsored ADR (SGIOY) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Shopify Inc. (Class A) Subordinate Voting Shares (SHOP) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Silgan Holdings Inc. (SLGN) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Silicon Laboratories, Inc. (SLAB) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Snowflake Inc. (SNOW) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Sonova Holding AG Unsponsored ADR (SONVY) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Sony Group Corporation American Depositary Shares (SONY) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Spotify Technology S.A. Ordinary Shares (SPOT) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ SpringWorks Therapeutics, Inc. - common stock (SWTX) | Stocks | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ SPX Corporation (SPXC) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Stag Industrial, Inc. (STAG) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Starbucks Corporation (SBUX) | Stocks | up to $50K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ State Street SPDR S&P 500 ETF Trust (SPY) | ETF | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Sterling Infrastructure, Inc. (STRL) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Stifel Financial Corporation (SF) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Supernus Pharmaceuticals, Inc. (SUPN) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Symrise Ag Unsponsored ADR (SYIEY) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Synopsys, Inc. (SNPS) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Sysmex Corporation Unsponsored ADR (SSMXY) | Stocks | up to $1K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Stocks | up to $50K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Tandem Diabetes Care, Inc. (TNDM) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ TE Connectivity plc Ordinary Shares (TEL) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ TECHTRONIC INDUS LTD ADR (TTNDY) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Tencent Holdings Limited Unsponsored ADR Representing B Shares (TCEHY) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Tesla, Inc. (TSLA) | Stocks | up to $50K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Texas Capital Bancshares, Inc. (TCBI) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Texas Instruments Incorporated (TXN) | Stocks | up to $50K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Texas Roadhouse, Inc. (TXRH) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ The Baldwin Insurance Group, Inc. (BWIN) | Stocks | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ The Descartes Systems Group Inc. (DSGX) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ The Trade Desk, Inc. (Class A) (TTD) | Stocks | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ The Vita Coco Company, Inc. (COCO) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Thermo Fisher Scientific Inc (TMO) | Stocks | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Trane Technologies plc (TT) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Transdigm Group Incorporated (TDG) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Tri Pointe Homes, Inc. (TPH) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Twilio Inc. (TWLO) | Stocks | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Uber Technologies, Inc. (UBER) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ UFP Industries, Inc. (UFPI) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ UMB Financial Corporation (UMBF) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Union Pacific Corporation (UNP) | Stocks | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ United Parcel Service, Inc. (UPS) | Stocks | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Utz Brands Inc (UTZ) | Stocks | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Vanguard FTSE All World Ex US ETF (VEU) | ETF | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Vanguard FTSE Developed Markets ETF (VEA) | ETF | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Vanguard Growth ETF (VUG) | ETF | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Vanguard Small-Cap ETF (VB) | ETF | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Veracyte, Inc. (VCYT) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Vertiv Holdings, LLC (VRT) | Stocks | None | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Viavi Solutions Inc. (VIAV) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Visa Inc. (V) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ W.W. Grainger, Inc. (GWW) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ Walmart Inc. (WMT) | Stocks | up to $15K | Joint |
| Morgan Stanley - Select UMA Account # 1 ⇒ ZTO Express (ZTO) | Stocks | None | Joint |
| Morgan Stanley - SEP / Traditional IRA ⇒ American Funds SMALLCAP World A (SMCWX) | Mutual fund | up to $15K | Self |
| Morgan Stanley - SEP / Traditional IRA ⇒ Capital Income Builder Cl A Shs (CAIBX) | Mutual fund | up to $50K | Self |
| Morgan Stanley - SEP / Traditional IRA ⇒ Invesco S&P 500 Equal Weight ETF (RSP) | ETF | up to $50K | Self |
| Morgan Stanley - SEP / Traditional IRA ⇒ Morgan Stanley Bank N.A. # | Other | up to $15K | Self |
| Morgan Stanley - SEP / Traditional IRA ⇒ Morgan Stanley Insti Liquidity Fds, Government Portf Insti Class (MVRXX) | Mutual fund | None | Self |
| Morgan Stanley - SEP / Traditional IRA ⇒ The Growth Fund of America (Class A) Shares (AGTHX) | Mutual fund | up to $100K | Self |
| Morgan Stanley - SEP / Traditional IRA ⇒ Washington Mutual Invs Fd Cl A Shs (AWSHX) | Mutual fund | up to $50K | Self |
| Morgan Stanley - Traditional Inherited IRA ⇒ ACAP Strategic Fund (XCAPX) | Mutual fund | up to $500K | Self |
| Morgan Stanley - Traditional IRA ⇒ Global Equity Fund Class S (RGESX) | Mutual fund | up to $50K | Self |
| Morgan Stanley - Traditional IRA ⇒ Global Infrastructure Fund Class S (RGISX) | Mutual fund | up to $15K | Self |
| Morgan Stanley - Traditional IRA ⇒ Global Real Estate Securities Fund Class S (RRESX) | Mutual fund | up to $15K | Self |
| Morgan Stanley - Traditional IRA ⇒ International Developed Markets Fund Class S (RINTX) | Mutual fund | up to $50K | Self |
| Morgan Stanley - Traditional IRA ⇒ iShares MSCI EAFE ETF (EFA) | ETF | up to $15K | Self |
| Morgan Stanley - Traditional IRA ⇒ Morgan Stanley Insti Liquidity Fds, Government Portf Insti Class (MVRXX) | Mutual fund | up to $15K | Self |
| Morgan Stanley - Traditional IRA ⇒ SPDR S&P 500 (SPY) | ETF | up to $50K | Self |
| Morgan Stanley - Traditional IRA ⇒ U.S. Small Cap Equity Fund Class S (RLESX) | Mutual fund | up to $15K | Self |
| Morgan Stanley - Traditional IRA ⇒ U.S. Strategic Equity Fund Class S (RSESX) | Mutual fund | up to $100K | Self |
| Tusk Strategies 401(k) Profit Sharing Plan ⇒ Fidelity 500 Index Fund (FXAIX) | Mutual fund | up to $500K | Spouse |
| Tusk Strategies 401(k) Profit Sharing Plan ⇒ Fidelity Emerging Markets Fund (FEMKX) | Mutual fund | up to $50K | Spouse |
| Tusk Strategies 401(k) Profit Sharing Plan ⇒ Fidelity Mid Cap Index Fund (FSMDX) | Mutual fund | up to $50K | Spouse |
| Tusk Strategies 401(k) Profit Sharing Plan ⇒ Fidelity Small Cap Index Fund (FSSNX) | Mutual fund | up to $15K | Spouse |
| Tusk Strategies 401(k) Profit Sharing Plan ⇒ MFS Institutional Investors Trust - MFS Institutional International Eq (MIEIX) | Mutual fund | up to $50K | Spouse |
| Tusk Strategies 401(k) Profit Sharing Plan ⇒ Oakmark International Fund Institutional Class (OANIX) | Mutual fund | None | Spouse |
| Tusk Strategies 401(k) Profit Sharing Plan ⇒ Schwab Small-Cap Index Fund-Select Shares (SWSSX) | Mutual fund | None | Spouse |
| Tusk Strategies 401(k) Profit Sharing Plan ⇒ Vanguard Target Retirement 2040 Fund (VFORX) | Mutual fund | up to $500K | Spouse |
| Tusk Strategies Inc. Retirement Plan ⇒ VIP Portfolio | Other | None | Spouse |
| Tusk Strategies Inc. Retirement Plan ⇒ VIP Portfolio 7.a | Other | up to $100K | Spouse |
| Vanguard SEP IRA ⇒ Vanguard Target Retirement 2040 Fund (VFORX) | Mutual fund | up to $50K | Spouse |
| Wealthfront ⇒ Alphabet Inc. (Class A) (GOOGL) | Stocks | up to $15K | Self |
| Wealthfront ⇒ Apple Inc. (AAPL) | Stocks | up to $15K | Self |
| Wealthfront ⇒ Bank of America Corporation (BAC) | Stocks | up to $15K | Self |
| Wealthfront ⇒ Cisco Systems, Inc. (CSCO) | Stocks | up to $15K | Self |
| Wealthfront ⇒ Costco Wholesale Corporation (COST) | Stocks | up to $15K | Self |
| Wealthfront ⇒ Home Depot, Inc. (HD) | Stocks | up to $15K | Self |
| Wealthfront ⇒ iShares Core Dividend Growth ETF (DGRO) | ETF | up to $15K | Self |
| Wealthfront ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) | ETF | up to $15K | Self |
| Wealthfront ⇒ iShares National Muni Bond ETF (MUB) | ETF | up to $15K | Self |
| Wealthfront ⇒ Johnson & Johnson (JNJ) | Stocks | up to $15K | Self |
| Wealthfront ⇒ JP Morgan Chase & Co. (JPM) | Stocks | up to $15K | Self |
| Wealthfront ⇒ Meta Platforms, Inc. (Class A) (META) | Stocks | up to $15K | Self |
| Wealthfront ⇒ NVIDIA Corporation (NVDA) | Stocks | up to $15K | Self |
| Wealthfront ⇒ Schwab International Equity ETF (SCHF) | ETF | up to $100K | Self |
| Wealthfront ⇒ Vanguard Div Appreciation ETF (VIG) | ETF | up to $15K | Self |
| Wealthfront ⇒ Vanguard Extended Market ETF (VXF) | ETF | up to $50K | Self |
| Wealthfront ⇒ Vanguard FTSE Developed Markets ETF (VEA) | ETF | up to $15K | Self |
| Wealthfront ⇒ Vanguard FTSE Emerging Markets ETF (VWO) | ETF | up to $50K | Self |
| Wealthfront ⇒ Vanguard S&P 500 ETF (VOO) | ETF | up to $50K | Self |
| Wealthfront ⇒ Vanguard Tax-Exempt Bond ETF (VTEB) | ETF | up to $15K | Self |
| Wealthfront ⇒ Visa Inc. (V) | Stocks | up to $15K | Self |
| Wealthfront ⇒ Wealthfront Risk Parity Fund Class W (WFRPX) | Mutual fund | None | Self |
| Wells Fargo - Brokerage ⇒ Wells Fargo Bank, N.A. | Bank accounts | up to $15K | Self |
| Wells Fargo - Brokerage ⇒ Wells Fargo Bank, N.A. | Bank accounts | up to $15K | Joint |
| Wells Fargo - SEP IRA ⇒ Fidelity 500 Index Fund (FXAIX) | Mutual fund | up to $50K | Self |
| Wells Fargo - SEP IRA ⇒ Fidelity Asset Manager 85% (FAMRX) | Mutual fund | up to $250K | Self |
| Wells Fargo - SEP IRA ⇒ Fidelity Diversified International Fund (FDIVX) | Mutual fund | up to $15K | Self |
| Wells Fargo - SEP IRA ⇒ SPDR S&P 500 (SPY) | ETF | up to $100K | Self |
| Wells Fargo - SEP IRA ⇒ Wells Fargo Bank, N.A. | Other | up to $15K | Self |
| WPP - Vanguard - The Savings & Investment Plan ⇒ AmerFunds Euro Pacific GR R6 | Mutual fund | None | Self |
| WPP - Vanguard - The Savings & Investment Plan ⇒ Fidelity Intl Cap Appr Fd K6 CI | Other | up to $50K | Self |
| WPP - Vanguard - The Savings & Investment Plan ⇒ Fidelity MidCap Grw Indx | Other | up to $100K | Self |
| WPP - Vanguard - The Savings & Investment Plan ⇒ T Rowe Intl Small Cap Stock | Mutual fund | up to $100K | Self |
| WPP - Vanguard - The Savings & Investment Plan ⇒ T Rowe Price Inc Mid Cap Eq GR | Mutual fund | None | Self |
| WPP - Vanguard - The Savings & Investment Plan ⇒ Vanguard Target Retirement 2045 TR https://fd.house.gov/reference/asset-type-codes.aspx. | Mutual fund | up to $250K | Self |
Reported liabilities
| Creditor | Type of debt | Amount | Owner |
|---|---|---|---|
| Morgan Stanley | Portfolio Loan | up to $5M | Joint |
What members say
From 16,781 filings to 221
16,781congressional trades reported in the past 1.5 years
Experienced traders on our team check every trade
221shared with members since March 2025
Less than 1.5% of filings make the cut.
We check every filing. You get the trades worth acting on.
In the app you only see the trades our team selects after checking them, explained in plain language.
Join now →4.7 Trustpilot (310)4.8 Whop (330)5,000+ members
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Frequently asked questions
Questions about Josh Gottheimer
How much is Josh Gottheimer worth?
Based on the annual report for 2025, we estimate Josh Gottheimer's net worth at $34.1 million: the midpoints of the reported assets minus those of the liabilities. Because the filing gives only ranges, it lies between $10.1 million and $58.0 million.
How much was Josh Gottheimer worth before Congress?
Our data has no annual report from before Congress; the first one covers 2017, the first year in Congress, and gives $5.8 million. According to the annual report for 2025, it is $34.1 million, an increase of 487%.
How much does Josh Gottheimer earn per year?
As a member of Congress, Josh Gottheimer earns $174,000 per year (source: Congressional Research Service, report RL30064).
How do you calculate Josh Gottheimer's net worth?
We take the midpoints of all assets minus the midpoints of all liabilities from the annual report for 2025, with the amounts as reported: assets of $37.1 million and liabilities of $3.0 million. A personal residence that produces no income is not reported.
Does Josh Gottheimer's net worth point to insider trading?
A reported trade is not proof of insider trading. Members of Congress must report every trade; 3,472 disclosed trades of Josh Gottheimer through October 7, 2026 are on this page. We show what was reported. The disclosed trades are in the Josh Gottheimer stock tracker.
Why does this net worth differ from other estimates?
Members of Congress report their assets and liabilities only in amount classes, and some classes have no upper limit. We use the midpoint of each class from the official annual report and subtract the liabilities. A class without an upper limit counts at its lower bound, so for that item the estimate is a minimum. Other estimates often use different assumptions, such as current market values or no deduction for liabilities, which makes them come out higher or lower.
Where does Wolf of Washington get its data?
Wolf of Washington builds and maintains its own database of stock trades by members of Congress: more than 102,000 trades by more than 350 members of Congress, from 2012 through October 28, 2026, updated every business day.
The trades on this page come from that database, which records the official filings with the Clerk of the House. Compiled by Wolf of Washington from the official filings. We show filings through November 3, 2026.
From all those trades, experienced traders on our team pick the ones worth acting on. Of the 16,781 congressional trades reported in the past 1.5 years, we shared 221 with members since March 2025.
A filing gives amounts as one of the fixed official amount classes, for example up to $5M, not an exact amount. We use the midpoint. An open upper bound, such as "Over $50 million", has no upper limit: we count it as its lower bound and call it a minimum, so the real amount can be higher.
Estimated net worth = the midpoints of all assets minus the midpoints of all liabilities, from the annual report for 2025 (filed August 10, 2026).
Because the ranges are so wide, the same filing puts the net worth anywhere between $10.1 million and $58.0 million. In that upper limit, an open upper bound counts only with its lower bound.
A personal residence is not reported, because a home that produces no income does not have to be listed as an asset on the annual report. The mortgage on it is listed under liabilities. The real net worth can therefore be higher.
For each year we take that year's annual report; if it was amended later, the newest amendment. Sources: the annual financial disclosure reports filed with the Clerk of the House; the trades come from our database, which processes the official periodic transaction reports. Compiled by Wolf of Washington from the official filings.
Information only, not investment advice. Past performance does not guarantee future results. All figures come from public filings by members of the U.S. Congress; amounts are estimates based on the reported ranges.