$SHLS · Shoals Technologies Group, Inc. Congress Trades

Rep. Josh Gottheimer (NJ-05) executed 73 stock transactions during July 2024 across a diversified portfolio managed through Morgan Stanley accounts, with transaction amounts ranging from $1,001-$15,000 each. The activity included purchases and partial sales of major tech stocks (Tesla, Meta, Netflix, Alphabet), financial services (Mastercard, Block), healthcare (Eli Lilly, Regeneron, AtriCure), industrial (Northrop Grumman, D.R. Horton), and international equities.

Hon. Josh Gottheimer conducted extensive portfolio rebalancing in June 2024, executing numerous sales (predominantly partial positions) across a diversified portfolio of domestic and international stocks worth $1,001-$15,000 each, while making selective purchases in Apple (AAPL), Broadcom (AVGO), Grupo Financiero Banorte (GBOOY), Intuitive Surgical (ISRG), Microsoft (MSFT), NVIDIA (NVDA), and Advanced Energy Industries (AEIS).

Rep. Josh Gottheimer (NJ-05) executed 27 transactions in April 2024 through a Morgan Stanley Select UMA Account, with a mix of purchases and partial sales across technology, healthcare, and diversified sectors, each transaction valued between $1,001-$15,000. Notable activity includes multiple purchases of Tesla (TSLA), Alphabet (GOOG), and ZTO Express (ZTO), alongside partial sales of Adobe (ADBE), Shopify (SHOP), Cognizant (CTSH), and Uber (UBER).

Rep. Josh Gottheimer executed 33 stock transactions across a diversified portfolio during March 2024, with all transactions valued between $1,001-$15,000. The activity included sales of major tech holdings (Adobe, Apple, Tesla, Synopsys) and purchases of semiconductor stocks (AMD) and other equities through his Morgan Stanley Select UMA Account.