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Sheldon Whitehouse

Sheldon Whitehouse

DEM
Senate · RI
Data as of 8:32 AM UTC
CAGR
+16.8%
Trades
719
Win Rate
52%
Sharpe
1.61
Beta
1.20
Max DD
(35.3%)
CAGR
+16.8%
Trades
719
Win Rate
52%
Sharpe
1.61
Beta
1.20
Max DD
(35.3%)

Sheldon Whitehouse 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
JPMSellJP Morgan Chase & Co. Common$15K - $50KSep 4, 2026Oct 1, 2026
ADISellAnalog Devices, Inc.$1K - $15KSep 4, 2026Oct 1, 2026
VSellVisa Inc.$1K - $15KSep 4, 2026Oct 1, 2026
VSellVisa Inc.$1K - $15KSep 4, 2026Oct 1, 2026
JPMSellJP Morgan Chase & Co. Common$15K - $50KSep 4, 2026Oct 1, 2026
NVDASellNVIDIA Corporation$15K - $50KAug 13, 2026Sep 2, 2026
NVDASellNVIDIA Corporation$1K - $15KAug 13, 2026Sep 2, 2026
LRCXSellLam Research Corporation$1K - $15KAug 13, 2026Sep 2, 2026
AMGNSellAmgen Inc.$1K - $15KAug 12, 2026Sep 2, 2026
OTHERSellSDZNY$1K - $15KAug 6, 2026Sep 2, 2026
100 trades
…

Sheldon Whitehouse (D-RI) Stock Trades & Portfolio

Sheldon Whitehouse is a United States Senator from RI affiliated with the Democratic Party, serving in the US Senate. Disclosed Capitol tracks 719 disclosed stock trades from Sheldon Whitehouse, filed under the STOCK Act. The portfolio compounds at 16.8% annualized — 1.1% below the S&P 500 benchmark over the same period, with a 50% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Sheldon Whitehouse (D-RI) has disclosed 719 trades under the STOCK Act; portfolio CAGR of 16.8% (-1.1% vs. the S&P 500); top tickers traded: NVDA, AAPL, JPM.

Sheldon Whitehouse'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, AAPL, JPM. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 16.8% CAGR, -1.1% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Sheldon Whitehouse's disclosed portfolio value & net worth

Sheldon Whitehouse's disclosed stock portfolio is valued at approximately $19.1M across 81 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 Sheldon Whitehouse's total net worth, not a complete measure of it.