Bernie Moreno (R-OH) Stock Trades & Portfolio

Bernie Moreno is a United States Senator from OH affiliated with the Republican Party, serving in the US Senate. Disclosed Capitol tracks 7 disclosed stock trades from Bernie Moreno, filed under the STOCK Act. The portfolio compounds at 15.5% annualized — 1.2% above 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.

Bernie Moreno (R-OH) has disclosed 7 trades under the STOCK Act; portfolio CAGR of 15.5% (+1.2% vs. the S&P 500); top tickers traded: ETOR, BAC, CM.

Bernie Moreno'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: ETOR, BAC, CM. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 15.5% CAGR, +1.2% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Bernie Moreno's disclosed portfolio value & net worth

Bernie Moreno's disclosed stock portfolio is valued at approximately $31K across 3 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 Bernie Moreno's total net worth, not a complete measure of it.