| Report type | Annual |
| Filing year | 2025 |
| Chamber | senate |
| Donald Tracy IRA | -- |
| ADBE - Adobe Inc. - Common Stock | $15,001 - $50,000 · Dividends · None (or less than $201) |
| AMD - Adv Micro Devices | $15,001 - $50,000 · Dividends · None (or less than $201) |
| GOOGL - Alphabet Inc. - Class A Common Stock | $15,001 - $50,000 · Dividends · None (or less than $201) |
| AMZN - Amazon.com Inc | $15,001 - $50,000 · Dividends · None (or less than $201) |
| AXP - American Express Company | $15,001 - $50,000 · Dividends · None (or less than $201) |
| AMT - American Tower Corp | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| AAPL - Apple Inc | $15,001 - $50,000 · Dividends · None (or less than $201) |
| ANET - Arista Networks Inc | $15,001 - $50,000 · Dividends · None (or less than $201) |
| CRWD - CrowdStrike Holdings, Inc. - Class A Common Stock | $15,001 - $50,000 · Dividends · None (or less than $201) |
| EOG - Eog Resources | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| FTEC - Fidelity MSCI Information Technology Index ETF | $50,001 - $100,000 · Dividends · $201 - $1,000 |
| META - Meta Platforms Inc | $15,001 - $50,000 · Dividends · None (or less than $201) |
| MSFT - Microsoft Corp | $15,001 - $50,000 · Dividends · None (or less than $201) |
| NFLX - Netflix Inc | $15,001 - $50,000 · Dividends · None (or less than $201) |
| NVDA - Nvidia Corp | $15,001 - $50,000 · Dividends · None (or less than $201) |
| PANW - Palo Alto Networks Inc | $15,001 - $50,000 · Dividends · None (or less than $201) |
| QCOM - Qualcomm Inc | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| CRM - Salesforce Inc | $15,001 - $50,000 · Dividends · None (or less than $201) |
| TSLA - Tesla Inc. | $15,001 - $50,000 · Dividends · None (or less than $201) |
| V - Visa Inc | $15,001 - $50,000 · Dividends · None (or less than $201) |
| ACN - Accenture Plc | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| ALLE - Allegion Plc | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| BLK - Blackrock Inc | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| AVGO - Broadcom Inc. - Common Stock | $15,001 - $50,000 · Dividends · None (or less than $201) |
| SCHW - The Charles Schwab Corp | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| EMR - Emerson Electric Company | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| HON - Honeywell International Inc | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| NEM - Newmont Corporation | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| ORCL - Oracle Corp | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| PEP - Pepsico Inc | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| PLD - Prologis Inc | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| TDY - Teledyne Technologies Inc | $15,001 - $50,000 · Dividends · None (or less than $201) |
| CVX - Chevron Corp | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| CEG - Constellation Energy Corp | $15,001 - $50,000 · Dividends · None (or less than $201) |
| ETN - Eaton Corp | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| RDVY - First Trust Rising Dividend Achievers ETF | $100,001 - $250,000 · Dividends · $201 - $1,000 |
| GS - Goldman Sachs Group | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| JPM - JP Morgan Chase & Company | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| MRK - Merck & Company | $15,001 - $50,000 · Dividends · None (or less than $201) |
| … | 96 further assets are in the source document |