📊 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

$65,802,260

Total P&L

$22,992,260

+53.71%

Today

$298,938

+0.46%

Holdings

10

Portfolio Performance

Simulated 1Y history for this sample

Today's biggest moves

CRM

Salesforce Inc

+4.57%

TEM

Tempus AI

+4.11%

NVDA

NVIDIA Corp

-1.84%

VST

Vistra Corp

+1.57%

DIS

Walt Disney Co

+1.55%

Holdings

TickerNameSharesPriceValueP&LTodayWeight
NVDANVIDIA Corp50000$217$10,861,500+49.81%-1.84%16.5%
MSFTMicrosoft Corp20000$539$10,788,800+41.96%+1.08%16.4%
GOOGLAlphabet Inc30000$349$10,476,600+125.30%+0.45%15.9%
AAPLApple Inc25000$342$8,550,000+75.38%-0.28%13.0%
AMZNAmazon.com Inc25000$255$6,369,000+45.58%+0.27%9.7%
METAMeta Platforms8000$737$5,893,760+36.43%-0.11%9.0%
VSTVistra Corp30000$154$4,625,100+40.15%+1.57%7.0%
TEMTempus AI50000$71$3,556,500+137.10%+4.11%5.4%
CRMSalesforce Inc10000$247$2,467,400-14.92%+4.57%3.7%
DISWalt Disney Co20000$111$2,213,600+8.51%+1.55%3.4%

Sector breakdown

Technology74.5%
Consumer Cyclical9.7%
Utilities7.0%
Healthcare5.4%
Communication Services3.4%

Country exposure

United States100.0%

What you get with Finovi

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Technical Charts

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Tax-Loss Harvesting

See unrealized losses and what offsetting them against gains would look like, as an educational scenario.

Dividend Tracking

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

Correlation Matrix

See which holdings move together and where your exposure overlaps, from 90-day price history.

Concentration at a glance

Largest position, top-5 share, sector and country spread, and an effective-holdings count — the numbers behind concentration, without a score.

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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.