$XP · XP Inc. Congress Trades

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 a broad portfolio rebalancing in July 2022, purchasing 18 stocks including major tech holdings (GOOG, AAPL, MSFT, ORCL) and financials (COF, EFX, FIS, UNH), while simultaneously selling partial positions in GOOG, DE, MEDP, NOVT, and RBA. Most transactions ranged from $1,001-$15,000, with Starbucks (SBUX) at the higher range of $15,001-$50,000. All trades occurred through Morgan Stanley Active Asset Account #1.

Hon. Josh Gottheimer conducted 34 transactions in June 2022, predominantly selling partial positions across a diversified portfolio including major stocks like Starbucks (SBUX, $15,001-$50,000), Microsoft (MSFT), Oracle (ORCL), Apple (AAPL), and numerous others, with a smaller number of purchases in stocks like UnitedHealth Group (UNH), Arcutis Biotherapeutics (ARQT), and Kering (PPRUY). All transactions were executed through a Morgan Stanley Select UMA Account.

Rep. Josh Gottheimer (NJ-05) engaged in extensive trading activity through a Morgan Stanley Select UMA Account during December 2021, executing approximately 34 transactions across major tech stocks, financials, and international equities. All transactions ranged from $1,001-$15,000 and were reported on January 4, 2022.