📊 Holdings as of December 15, 2025
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Nancy Pelosi — Recent Disclosures

Disclosed equity trades under the STOCK Act — long stock positions only

Total Value

$61,877,580

Total P&L

$19,067,580

+44.54%

Today

-$32,890

-0.05%

Holdings

10

Portfolio Performance

Simulated 1Y history for this sample

Today's biggest moves

CRM

Salesforce Inc

+8.47%

MSFT

Microsoft Corp

+5.45%

GOOGL

Alphabet Inc

-2.51%

DIS

Walt Disney Co

-1.83%

TEM

Tempus AI

-1.60%

Holdings

TickerNameSharesPriceValueP&LTodayWeight
GOOGLAlphabet Inc30000$380$11,410,200+145.38%-2.51%18.4%
NVDANVIDIA Corp50000$211$10,557,000+45.61%-1.45%17.1%
MSFTMicrosoft Corp20000$450$9,004,800+18.48%+5.45%14.6%
AAPLApple Inc25000$312$7,801,500+60.03%-0.14%12.6%
AMZNAmazon.com Inc25000$271$6,766,000+54.65%-1.23%10.9%
METAMeta Platforms8000$633$5,060,080+17.13%-0.44%8.2%
VSTVistra Corp30000$160$4,806,900+45.66%-0.03%7.8%
TEMTempus AI50000$50$2,523,500+68.23%-1.60%4.1%
DISWalt Disney Co20000$102$2,036,600-0.17%-1.83%3.3%
CRMSalesforce Inc10000$191$1,911,000-34.10%+8.47%3.1%

Sector breakdown

Technology73.9%
Consumer Cyclical10.9%
Utilities7.8%
Healthcare4.1%
Communication Services3.3%

Country exposure

United States100.0%

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Tax-Loss Harvesting

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Dividend Tracking

Monthly income projections, ex-dividend calendar, yield analysis. Track passive income growth.

Correlation Matrix

See which holdings move together. Identify diversification gaps and find your best hedges using 90-day price history.

Portfolio Health Score

0-100 score measuring diversification, concentration, geo exposure, data quality. Actionable insights.

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Disclaimer: Finovi provides educational portfolio analytics only. Nothing on this platform constitutes financial advice, investment recommendations, or solicitation to buy or sell securities. Past performance does not guarantee future results. Always consult a qualified financial advisor before making investment decisions.