George R. Moraitis — 2026 financial disclosure
Amendment status is not available for House filings. A filing listed here may since have been amended.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
| Report type | Other |
| Filing year | 2026 |
| Chamber | house |
| Florida Retirement System | Undetermined · Tax-Deferred |
| Mass Mutual Whole Life Insurance Policy | $50,001 - $100,000 · None |
| Moraitis, Karney, Moraitis & Quailey | $100,001 - $250,000 · None |
| Navy Mutual Whole Life Insurance Policy | $1,001 - $15,000 · None |
| RBC checking/savings accounts | $100,001 - $250,000 · Interest |
| Cash Holdings | None · Interest |
| U.S. Treasury Bill 9/11/2025 | None · Capital Gains |
| Advanced Micro Devices, Inc. (AMD) | $1,001 - $15,000 · None |
| Alphabet Inc. - Class A Common Stock (GOOGL) | $1,001 - $15,000 · Dividends |
| Amazon.com, Inc. - Common Stock (AMZN) | None · Capital Gains |
| Apple Inc. - Common Stock (AAPL) | $1,001 - $15,000 · Dividends |
| Applied Materials, Inc. - Common Stock (AMAT) | $15,001 - $50,000 · Dividends |
| Arista Networks, Inc. Common Stock (ANET) | $1,001 - $15,000 · None |
| ASML Holding N.V. - New York Registry Shares (ASML) | None · Dividends |
| AST SpaceMobile, Inc. - Class A Common Stock (ASTS) | $1,001 - $15,000 · None |
| Cadence Design Systems, Inc. - Common Stock (CDNS) | $1,001 - $15,000 · None |
| Caseys General Stores, Inc. - Common Stock (CASY) | $1,001 - $15,000 · Dividends |
| Cash Holdings | $1,001 - $15,000 · Interest |
| Caterpillar, Inc. Common Stock (CAT) | $1,001 - $15,000 · Dividends |
| CAVA Group, Inc. Common Stock (CAVA) | $1,001 - $15,000 · None |
| Chipotle Mexican Grill, Inc. Common Stock (CMG) | $1,001 - $15,000 · None |
| Costco Wholesale Corporation - Common Stock (COST) | $1,001 - $15,000 · Dividends |
| Crown Castle Inc. Common Stock (CCI) | $1,001 - $15,000 · Dividends |
| Digital Realty Trust, Inc. Common Stock (DLR) | $1,001 - $15,000 · Dividends |
| DigitalBridge Group, Inc. (DBRG) | None · Dividends |
| Eli Lilly and Company Common Stock (LLY) | $1,001 - $15,000 · Dividends |
| Equinix, Inc. - Common Stock (EQIX) | None · Dividends |
| First Trust NASDAQ Cybersecurity ETF (CIBR) | $15,001 - $50,000 · Dividends |
| GoDaddy Inc. Class A Common Stock (GDDY) | $1,001 - $15,000 · None |
| Hims & Hers Health, Inc. Class A Common Stock (HIMS) | $1,001 - $15,000 · None |
| Home Depot, Inc. (HD) | $1,001 - $15,000 · Dividends |
| Intuit Inc. - Common Stock (INTU) | None · Dividends |
| JP Morgan Chase & Co. Common Stock (JPM) | $1,001 - $15,000 · Dividends |
| JPMorgan Equity Premium Income ETF (JEPI) | $15,001 - $50,000 · Dividends |
| Lemonade, Inc. Common Stock (LMND) | $1,001 - $15,000 · None |
| Meta Platforms, Inc. - Class A Common Stock (META) | $1,001 - $15,000 · Dividends |
| Microsoft Corporation - Common Stock (MSFT) | $1,001 - $15,000 · Dividends |
| Mr. Cooper Group Inc. - Common Stock (COOP) | None · Capital Gains |
| Netflix, Inc. - Common Stock (NFLX) | $1,001 - $15,000 · None |
| NVIDIA Corporation - Common Stock (NVDA) | $15,001 - $50,000 · Dividends |
| … | 133 more assets: every one is in the complete record on this filing's page |
The complete record
| party | — |
| state | FL |
| office | Representative, FL-23 |
| source | HOUSE_CLERK_FD |
| chamber | house |
| filing id | house-fd-10075604 |
| report url | https://disclosures-clerk.house.gov/public_disc/financial-pdfs/2026/10075604.pdf |
| scraped at | 2026-08-17T10:31:20.291Z |
| asset count | 173 |
| bioguide id | — |
| filing date | 2026-07-14 |
| filing year | 2026 |
| member last | Moraitis |
| member name | George R. Moraitis |
| report type | Other |
| member first | George R. |
| content parsed | true |
| report subtype | Candidate Report |
| state district | 23 |
| liability count | 0 |
assets (173)
| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|---|---|---|---|---|---|---|---|---|---|
| — | — | — | Florida Retirement System | DB | 1 | — | Tax-Deferred | Undetermined | — | — |
| — | — | — | Mass Mutual Whole Life Insurance Policy | WU | 2 | — | None | $50,001 - $100,000 | — | — |
| — | — | Fort Lauderdale, FL, US | Moraitis, Karney, Moraitis & Quailey | OL | 3 | Partnership interest in law firm | None | $100,001 - $250,000 | — | — |
| — | — | — | Navy Mutual Whole Life Insurance Policy | WU | 4 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | RBC checking/savings accounts | BA | 5 | — | Interest | $100,001 - $250,000 | — | — |
| JT | — | — | Cash Holdings | BA | 6 | — | Interest | None | — | — |
| JT | — | — | U.S. Treasury Bill 9/11/2025 | GS | 7 | — | Capital Gains | None | — | — |
| JT | — | — | Advanced Micro Devices, Inc. (AMD) | ST | 8 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Alphabet Inc. - Class A Common Stock (GOOGL) | ST | 9 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Amazon.com, Inc. - Common Stock (AMZN) | ST | 10 | — | Capital Gains | None | — | — |
| JT | — | — | Apple Inc. - Common Stock (AAPL) | ST | 11 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Applied Materials, Inc. - Common Stock (AMAT) | ST | 12 | — | Dividends | $15,001 - $50,000 | — | — |
| JT | — | — | Arista Networks, Inc. Common Stock (ANET) | ST | 13 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | ASML Holding N.V. - New York Registry Shares (ASML) | ST | 14 | — | Dividends | None | — | — |
| JT | — | — | AST SpaceMobile, Inc. - Class A Common Stock (ASTS) | ST | 15 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Cadence Design Systems, Inc. - Common Stock (CDNS) | ST | 16 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Caseys General Stores, Inc. - Common Stock (CASY) | ST | 17 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Cash Holdings | BA | 18 | — | Interest | $1,001 - $15,000 | — | — |
| JT | — | — | Caterpillar, Inc. Common Stock (CAT) | ST | 19 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | CAVA Group, Inc. Common Stock (CAVA) | ST | 20 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Chipotle Mexican Grill, Inc. Common Stock (CMG) | ST | 21 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Costco Wholesale Corporation - Common Stock (COST) | ST | 22 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Crown Castle Inc. Common Stock (CCI) | ST | 23 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Digital Realty Trust, Inc. Common Stock (DLR) | ST | 24 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | DigitalBridge Group, Inc. (DBRG) | ST | 25 | — | Dividends | None | — | — |
| JT | — | — | Eli Lilly and Company Common Stock (LLY) | ST | 26 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Equinix, Inc. - Common Stock (EQIX) | ST | 27 | — | Dividends | None | — | — |
| JT | — | — | First Trust NASDAQ Cybersecurity ETF (CIBR) | EF | 28 | — | Dividends | $15,001 - $50,000 | — | — |
| JT | — | — | GoDaddy Inc. Class A Common Stock (GDDY) | ST | 29 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Hims & Hers Health, Inc. Class A Common Stock (HIMS) | ST | 30 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Home Depot, Inc. (HD) | ST | 31 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Intuit Inc. - Common Stock (INTU) | ST | 32 | — | Dividends | None | — | — |
| JT | — | — | JP Morgan Chase & Co. Common Stock (JPM) | ST | 33 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | JPMorgan Equity Premium Income ETF (JEPI) | EF | 34 | — | Dividends | $15,001 - $50,000 | — | — |
| JT | — | — | Lemonade, Inc. Common Stock (LMND) | ST | 35 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Meta Platforms, Inc. - Class A Common Stock (META) | ST | 36 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Microsoft Corporation - Common Stock (MSFT) | ST | 37 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Mr. Cooper Group Inc. - Common Stock (COOP) | ST | 38 | — | Capital Gains | None | — | — |
| JT | — | — | Netflix, Inc. - Common Stock (NFLX) | ST | 39 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | NVIDIA Corporation - Common Stock (NVDA) | ST | 40 | — | Dividends | $15,001 - $50,000 | — | — |
| JT | — | — | Ondas Inc - Common Stock (ONDS) | ST | 41 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Palantir Technologies Inc. Class A Common Stock (PLTR) | ST | 42 | — | None | $15,001 - $50,000 | — | — |
| JT | — | — | Palo Alto Networks, Inc. - Common Stock (PANW) | ST | 43 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | PGIM Ultra Short Bond ETF (PULS) | EF | 44 | — | Interest | $15,001 - $50,000 | — | — |
| JT | — | — | Red Cat Holdings, Inc. - Common Stock (RCAT) | ST | 45 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Robinhood Markets, Inc. - Class A Common Stock (HOOD) | ST | 46 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | ServiceNow, Inc. Common Stock (NOW) | ST | 47 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | SoFi Technologies, Inc. - Common Stock (SOFI) | ST | 48 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | EF | 49 | — | Interest | $15,001 - $50,000 | — | — |
| JT | — | — | Synopsys, Inc. - Common Stock (SNPS) | ST | 50 | — | Capital Gains | None | — | — |
| JT | — | — | Tesla, Inc. - Common Stock (TSLA) | ST | 51 | — | None | $15,001 - $50,000 | — | — |
| JT | — | — | Uber Technologies, Inc. Common Stock (UBER) | ST | 52 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) | ST | 53 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Walmart Inc. Common Stock (WMT) | ST | 54 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Advanced Micro Devices, Inc. (AMD) | ST | 55 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Alphabet Inc. - Class A Common Stock (GOOGL) | ST | 56 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Apple Inc. - Common Stock (AAPL) | ST | 57 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | AST SpaceMobile, Inc. - Class A Common Stock (ASTS) | ST | 58 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Cash Holdings | IH | 59 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Cash Holdings | IH | 60 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Costco Wholesale Corporation - Common Stock (COST) | ST | 61 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Defiance AI & Power Infrastructure ETF (AIPO) | EF | 62 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Defiance Quantum ETF (QTUM) | EF | 63 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| SP | — | — | First Trust NASDAQ Cybersecurity ETF (CIBR) | EF | 64 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Global X Artificial Intelligence & Technology ETF (AIQ) | EF | 65 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Global X Artificial Intelligence & Technology ETF (AIQ) | EF | 66 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Hims & Hers Health, Inc. Class A Common Stock (HIMS) | ST | 67 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | iShares MSCI USA Momentum Factor ETF (MTUM) | EF | 68 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | iShares Silver Trust (SLV) | EF | 69 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Lemonade, Inc. Common Stock (LMND) | ST | 70 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Meta Platforms, Inc. - Class A Common Stock (META) | ST | 71 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Microsoft Corporation - Common Stock (MSFT) | ST | 72 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | NVIDIA Corporation - Common Stock (NVDA) | ST | 73 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Palantir Technologies Inc. - Class A Common Stock (PLTR) | ST | 74 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Red Cat Holdings, Inc. - Common Stock (RCAT) | ST | 75 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | SoFi Technologies, Inc. - Common Stock (SOFI) | ST | 76 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | SoFi Technologies, Inc. - Common Stock (SOFI) | ST | 77 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | ST | 78 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Capital Group Core Equity ETF (CGUS) | EF | 79 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Capital Group Core Plus Income ETF (CGCP) | EF | 80 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Capital Group Dividend Value ETF (CGDV) | EF | 81 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Capital Group Growth ETF (CGGR) | EF | 82 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Capital Group Short Duration Income ETF (CGSD) | EF | 83 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| JT | — | — | Alphabet Inc. - Class A Common Stock (GOOGL) | ST | 84 | — | Dividends | $15,001 - $50,000 | — | — |
| JT | — | — | Amazon.com, Inc. - Common Stock (AMZN) | ST | 85 | — | None | $15,001 - $50,000 | — | — |
| JT | — | — | Cash Holdings | BA | 86 | — | Interest | $1,001 - $15,000 | — | — |
| JT | — | — | DUPREE LAKES FL CDD CAPITAL GENERAL PURPOSE 5/1/2027 | GS | 87 | — | Interest | $1,001 - $15,000 | — | — |
| JT | — | — | JACKSONVILLE FLA SPL REV SPL GENERAL PURPOSE 10/1/2028 | GS | 88 | — | Interest | $1,001 - $15,000 | — | — |
| JT | — | — | JEA FLA ELEC SYS REV BDS ELECTRICITY AND PUBLIC POWER 10/1/2028 | GS | 89 | — | Interest | $1,001 - $15,000 | — | — |
| JT | — | — | Vanguard Health Care Fund Admiral Shares (VGHAX) | MF | 90 | — | Capital Gains, Dividends | None | — | — |
| — | — | — | Advanced Micro Devices, Inc. (AMD) | ST | 91 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Airbnb, Inc. - Class A Common Stock (ABNB) | ST | 92 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | Alphabet Inc. - Class A Common Stock (GOOGL) | ST | 93 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Amazon.com, Inc. - Common Stock (AMZN) | ST | 94 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Amphenol Corporation Common Stock (APH) | ST | 95 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Analog Devices, Inc. - Common Stock (ADI) | ST | 96 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Apple Inc. - Common Stock (AAPL) | ST | 97 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Apple Inc. - Common Stock (AAPL) | ST | 98 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | ASML Holding N.V. - New York Registry Shares (ASML) | ST | 99 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | AstraZeneca PLC Ordinary Shares (AZN) | ST | 100 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Boeing Company (BA) | ST | 101 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Broadcom Inc. - Common Stock (AVGO) | ST | 102 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Cash Holdings | IH | 103 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Cash Holdings | IH | 104 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | Charles Schwab Corporation (SCHW) | ST | 105 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | Citigroup, Inc. Common Stock (C) | ST | 106 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | Costco Wholesale Corporation - Common Stock (COST) | ST | 107 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) | ST | 108 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Diamondback Energy, Inc. - Common Stock (FANG) | ST | 109 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Eli Lilly and Company Common Stock (LLY) | ST | 110 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Flex Ltd. - Ordinary Shares (FLEX) | ST | 111 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | Generac Holdlings Inc. Common Stock (GNRC) | ST | 112 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Hilton Worldwide Holdings Inc. Common Stock (HLT) | ST | 113 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Home Depot, Inc. (HD) | ST | 114 | — | Tax-Deferred | $1 - $1,000 | — | — |
| SP | — | — | iShares Expanded Tech Sector ETF (IGM) | EF | 115 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | iShares MSCI USA Momentum Factor ETF (MTUM) | EF | 116 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | KLA Corporation - Common Stock (KLAC) | ST | 117 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Lemonade, Inc. Common Stock (LMND) | ST | 118 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Meta Platforms, Inc. - Class A Common Stock (META) | ST | 119 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Microsoft Corporation - Common Stock (MSFT) | ST | 120 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | NIO Inc. American depositary shares, each representing one Class A ordinary share (NIO) | ST | 121 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | Northrop Grumman Corporation Common Stock (NOC) | ST | 122 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | NVIDIA Corporation - Common Stock (NVDA) | ST | 123 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Oracle Corporation Common Stock (ORCL) | ST | 124 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Palantir Technologies Inc. - Class A Common Stock (PLTR) | ST | 125 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Palo Alto Networks, Inc. - Common Stock (PANW) | ST | 126 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Snowflake Inc. Common Stock (SNOW) | ST | 127 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | Spotify Technology S.A. Ordinary Shares (SPOT) | ST | 128 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | ST | 129 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Tesla, Inc. - Common Stock (TSLA) | ST | 130 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Uber Technologies, Inc. Common Stock (UBER) | ST | 131 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | UiPath, Inc. Class A Common Stock (PATH) | ST | 132 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) | ST | 133 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | Visa Inc. (V) | ST | 134 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Xylem Inc. Common Stock New (XYL) | ST | 135 | — | Tax-Deferred | $1 - $1,000 | — | — |
| SP | — | — | Advanced Micro Devices, Inc. (AMD) | ST | 136 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Airbnb, Inc. - Class A Common Stock (ABNB) | ST | 137 | — | Tax-Deferred | $1 - $1,000 | — | — |
| SP | — | — | Alphabet Inc. - Class A Common Stock (GOOGL) | ST | 138 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Amazon.com, Inc. - Common Stock (AMZN) | ST | 139 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Amphenol Corporation Common Stock (APH) | ST | 140 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Analog Devices, Inc. - Common Stock (ADI) | ST | 141 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Apple Inc. - Common Stock (AAPL) | ST | 142 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | ASML Holding N.V. - New York Registry Shares (ASML) | ST | 143 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | AstraZeneca PLC Ordinary Shares (AZN) | ST | 144 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Boeing Company (BA) | ST | 145 | — | Tax-Deferred | $1 - $1,000 | — | — |
| SP | — | — | Broadcom Inc. - Common Stock (AVGO) | ST | 146 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Cash Holdings | IH | 147 | — | Tax-Deferred | $1 - $1,000 | — | — |
| SP | — | — | Charles Schwab Corporation (SCHW) | ST | 148 | — | Tax-Deferred | $1 - $1,000 | — | — |
| SP | — | — | Citigroup, Inc. Common Stock (C) | ST | 149 | — | Tax-Deferred | $1 - $1,000 | — | — |
| SP | — | — | CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) | ST | 150 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Diamondback Energy, Inc. - Common Stock (FANG) | ST | 151 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Eli Lilly and Company Common Stock (LLY) | ST | 152 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Flex Ltd. - Ordinary Shares (FLEX) | ST | 153 | — | Tax-Deferred | $1 - $1,000 | — | — |
| SP | — | — | Generac Holdlings Inc. Common Stock (GNRC) | ST | 154 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Hilton Worldwide Holdings Inc. Common Stock (HLT) | ST | 155 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Home Depot, Inc. (HD) | ST | 156 | — | Tax-Deferred | $1 - $1,000 | — | — |
| SP | — | — | KLA Corporation - Common Stock (KLAC) | ST | 157 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Meta Platforms, Inc. - Class A Common Stock (META) | ST | 158 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Microsoft Corporation - Common Stock (MSFT) | ST | 159 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Northrop Grumman Corporation Common Stock (NOC) | ST | 160 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | NVIDIA Corporation - Common Stock (NVDA) | ST | 161 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Oracle Corporation Common Stock (ORCL) | ST | 162 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Palantir Technologies Inc. - Class A Common Stock (PLTR) | ST | 163 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Palo Alto Networks, Inc. (PANW) | ST | 164 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Snowflake Inc. Common Stock (SNOW) | ST | 165 | — | Tax-Deferred | $1 - $1,000 | — | — |
| SP | — | — | Spotify Technology S.A. Ordinary Shares (SPOT) | ST | 166 | — | Tax-Deferred | $1 - $1,000 | — | — |
| SP | — | — | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | ST | 167 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Tesla, Inc. - Common Stock (TSLA) | ST | 168 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Uber Technologies, Inc. Common Stock (UBER) | ST | 169 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) | ST | 170 | — | Tax-Deferred | $1 - $1,000 | — | — |
| SP | — | — | Visa Inc. (V) | ST | 171 | — | Tax-Deferred | $1 - $1,000 | — | — |
| SP | — | — | Walt Disney Company (DIS) | ST | 172 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Xylem Inc. Common Stock New (XYL) | ST | 173 | — | Tax-Deferred | $1 - $1,000 | — | — |
liabilities (0)
None listed.