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Morgan McGarvey

Morgan McGarvey

DEM
House · KY
Data as of 5:28 PM UTC
CAGR
+44.1%
Trades
27
Win Rate
57%
Sharpe
-0.04
Beta
1.80
Max DD
(49.2%)
CAGR
+44.1%
Trades
27
Win Rate
57%
Sharpe
-0.04
Beta
1.80
Max DD
(49.2%)

Morgan McGarvey portfolio vs S&P 500

Hypothetical $10,000 invested at their first disclosed trade date. · log scale

Loading portfolio history...

Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.

TickerActionDescriptionAmountTradedFiledShare
IAUSellChris IRA ⇒ SP$1K - $15KDec 3, 2024Jul 30, 2025
AMZNSellAmazon.com, Inc.$1K - $15KNov 13, 2024Dec 9, 2024
SCHWSellCharles Schwab Corporation$1K - $15KNov 13, 2024Dec 9, 2024
IBKRSellInteractive Brokers Group, I$1K - $15KNov 13, 2024Dec 9, 2024
MSFTSellMicrosoft Corporation$1K - $15KNov 13, 2024Dec 9, 2024
NVDASellNVIDIA Corporation$1K - $15KNov 13, 2024Dec 9, 2024
NVDASellNVIDIA Corporation$15K - $50KNov 13, 2024Dec 9, 2024
SHELSellShell PLC American Depositar$1K - $15KNov 13, 2024Dec 9, 2024
TSLASellTesla, Inc.$1K - $15KNov 13, 2024Dec 9, 2024
DJTSellTrump Media & Technology Gro$1K - $15KNov 8, 2024Dec 9, 2024
27 trades

Morgan McGarvey (D-KY) Stock Trades & Portfolio

Morgan McGarvey is a United States Representative from KY affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 27 disclosed stock trades from Morgan McGarvey, filed under the STOCK Act. The portfolio compounds at 44.1% annualized — 0.2% below the S&P 500 benchmark over the same period, with a 60% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Morgan McGarvey (D-KY) has disclosed 27 trades under the STOCK Act; portfolio CAGR of 44.1% (-0.2% vs. the S&P 500); top tickers traded: NVDA, IAU, AMZN.

Morgan McGarvey's most recent trades

Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.

Top holdings & sectors

Most-traded tickers: NVDA, IAU, AMZN. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 44.1% CAGR, -0.2% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Morgan McGarvey's disclosed portfolio value & net worth

Morgan McGarvey's disclosed stock portfolio is valued at approximately $54K across 6 tracked positions. This reflects only publicly disclosed, exchange-traded securities from STOCK Act filings — it excludes real estate, private assets, cash, and liabilities, so it is a partial floor on Morgan McGarvey's total net worth, not a complete measure of it.