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William Cassidy

William Cassidy

REP
Senate · LA
Data as of 7:21 AM UTC
CAGR
+7.7%
Trades
176
Win Rate
66%
Sharpe
1.00
Beta
1.04
Max DD
(48.9%)
CAGR
+7.7%
Trades
176
Win Rate
66%
Sharpe
1.00
Beta
1.04
Max DD
(48.9%)

William Cassidy 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
WMTSellWalmart Inc.$1K - $15KNov 5, 2020Dec 8, 2020
UPSSellUnited Parcel Service, Inc.$1K - $15KNov 5, 2020Dec 8, 2020
SBUXSellStarbucks Corporation$1K - $15KNov 5, 2020Dec 8, 2020
PLDSellPrologis, Inc.$1K - $15KNov 5, 2020Dec 8, 2020
PGSellThe Procter & Gamble Company$1K - $15KNov 5, 2020Dec 8, 2020
JPMSellJPMorgan Chase & Co.$1K - $15KNov 5, 2020Dec 8, 2020
MSFTSellMicrosoft Corporation$1K - $15KNov 5, 2020Dec 8, 2020
MDTSellMedtronic plc$1K - $15KNov 5, 2020Dec 8, 2020
LOWSellLowe's Companies, Inc.$1K - $15KNov 5, 2020Dec 8, 2020
IBMSellInternational Business Machi$1K - $15KNov 5, 2020Dec 8, 2020
100 trades
…

William Cassidy (R-LA) Stock Trades & Portfolio

William Cassidy is a United States Senator from LA affiliated with the Republican Party, serving in the US Senate. Disclosed Capitol tracks 176 disclosed stock trades from William Cassidy, filed under the STOCK Act. The portfolio compounds at 7.7% annualized — 0.8% above the S&P 500 benchmark over the same period, with a 48% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

William Cassidy (R-LA) has disclosed 176 trades under the STOCK Act; portfolio CAGR of 7.7% (+0.8% vs. the S&P 500); top tickers traded: AAPL, MDT, MSFT.

William Cassidy'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: AAPL, MDT, MSFT. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 7.7% CAGR, +0.8% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

William Cassidy's disclosed portfolio value & net worth

William Cassidy's disclosed stock portfolio is valued at approximately $197K across 27 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 William Cassidy's total net worth, not a complete measure of it.