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Congress

Morgan McGarvey

Congressional disclosures describe the filer and reportable household transactions, with amounts in ranges.

Source last checked 2026-10-12 01:31 UTC. Reporting dates appear with the records.

Stock growth & value

Stocks linked to collected disclosures. Prices refresh in the background; the chart shows its actual price dates.

Latest stored close
$336.64
AAPL · 2026-10-09 · USD
Stock price change
+$88.87
+35.87% over the displayed dates
Chart dates
2025-10-14 – 2026-10-09
Completed daily price dates

Stock price · move across the chart or use arrow keys

Oct 14, 2025Oct 9, 2026
Starting investment
$10K
2025-10-14 · hypothetical
Investment value
$13.6K
As of 2026-10-09
Estimated gain / loss
+$3,586.79
+35.87%

Illustration assumes buying this stock at the first displayed close and holding through the last. It does not represent this person's investment or earnings. Uses stored split-adjusted closing prices, without dividends, fees or taxes. Only mapped USD share positions qualify for firm estimates; options, debt and unmapped holdings are excluded. This chart covers the selected stock.

Annual holdings, 2025

Disclosed value ranges from the annual report. These are not current market values.

AssetDisclosed range
Chris Results By Design 401K ⇒ State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) [EF]$100K – $250K
Chris Results By Design 401K ⇒ VictoryShares Free Cash Flow ETF (VFLO) [EF]$100K – $250K
Morgan Results By Design 401K ⇒ Cash [BA]$100K – $250K
Republic Bank Savings [BA]$50K – $100K
Chris Results By Design 401K ⇒ State Street SPDR Portfolio Developed World ex-US ETF (SPDW) [EF]$50K – $100K
NY 529 Plan - DC1 ⇒ Target Enrollment 2032 [5F]$50K – $100K
NY 529 Plan - DC2 ⇒ Target Enrollment 2032 [5F]$50K – $100K
Chris Results By Design 401K ⇒ John Hancock Mortgage-Backed Securities ETF (JHMB) [EF]$15K – $50K
Chris Results By Design 401K ⇒ State Street SPDR Portfolio Emerging Markets ETF (SPEM) [EF]$15K – $50K
Chris Results By Design 401K ⇒ State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) [EF]$15K – $50K
Chris Results By Design 401K ⇒ State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) [EF]$15K – $50K
Chris Results By Design 401K ⇒ VictoryShares Small Cap Free Cash Flow ETF (SFLO) [EF]$15K – $50K
LPL Joint Brokerage ⇒ Vanguard S&P 500 Value ETF (VOOV) [EF]$15K – $50K
LPL Joint Brokerage ⇒ Vanguard Total World Stock Index ETF (VT) [EF]$15K – $50K
Morgan Roth ⇒ SPDR Series Trust SPDR Portfolio S&P 500 Growth ETF (SPYG) [EF]$15K – $50K
UTMA - DC1 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]$15K – $50K
UTMA - DC2 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]$15K – $50K
UTMA - DC3 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]$15K – $50K
Heaven Hill Distilleries, Inc 401(K) ⇒ MFS International Diversification Fund Class A (MDIDX) [MF]$15K – $50K
Heaven Hill Distilleries, Inc 401(K) ⇒ iShares S&P 500 Index Fund - Institutional (BSPIX) [MF]$15K – $50K
Heaven Hill Distilleries, Inc 401(K) ⇒ Columbia Select Large Cap Value Fund Class A (SLVAX) [MF]$15K – $50K
Heaven Hill Distilleries, Inc 401(K) ⇒ Columbia Fds Srs Tr,. Columbia MidCap Index Fund Class A (NTIAX) [MF]$15K – $50K
Republic Bank Checking [BA]$1K – $15K
Results By Design LLC [OL]$1K – $15K
Chris Results By Design 401K ⇒ JP Morgan U.S. Govt Money Market Premier Cl (OGSXX) [BA]$1K – $15K
Chris Results By Design 401K ⇒ State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) [EF]$1K – $15K
Chris Roth ⇒ Chris Roth Cash [IH]$1K – $15K
Chris Roth ⇒ John Hancock Mortgage-Backed Securities ETF (JHMB) [EF]$1K – $15K
Chris Roth ⇒ SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF (SPEM) [EF]$1K – $15K
Chris Roth ⇒ SPDR Portfolio Developed World ex-US ETF (SPDW) [EF]$1K – $15K
Chris Roth ⇒ SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) [EF]$1K – $15K
Chris Roth ⇒ SPDR Portfolio Intermediate Term Treasury ETF (SPTI) [EF]$1K – $15K
Chris Roth ⇒ SPDR Series Trust SPDR Portfolio S&P 500 Growth ETF (SPYG) [EF]$1K – $15K
Chris Roth ⇒ State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) [EF]$1K – $15K
Chris Roth ⇒ VictoryShares Free Cash Flow ETF (VFLO) [EF]$1K – $15K
Chris Roth ⇒ VictoryShares Small Cap Free Cash Flow ETF (SFLO) [EF]$1K – $15K
Health Savings Account ⇒ HSA Cash Account [BA]$1K – $15K
Health Savings Account ⇒ Vanguard Target Retirement 2030 Fund (VTHRX) [MF]$1K – $15K
Heaven Hill Distilleries, Inc 401(K) ⇒ Invesco Stable Value Retirement Fund Class 1 [OT]$1K – $15K
Joint Brokerage ⇒ John Hancock Mortgage-Backed Securities ETF (JHMB) [EF]$1K – $15K
Joint Brokerage ⇒ Joint Brokerage Cash [BA]$1K – $15K
Joint Brokerage ⇒ SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF (SPEM) [EF]$1K – $15K
Joint Brokerage ⇒ SPDR Portfolio Developed World ex-US ETF (SPDW) [EF]$1K – $15K
Joint Brokerage ⇒ SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) [EF]$1K – $15K
Joint Brokerage ⇒ SPDR Portfolio Intermediate Term Treasury ETF (SPTI) [EF]$1K – $15K
Joint Brokerage ⇒ SPDR Series Trust SPDR Portfolio S&P 500 Growth ETF (SPYG) [EF]$1K – $15K
Joint Brokerage ⇒ State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) [EF]$1K – $15K
Joint Brokerage ⇒ VictoryShares Free Cash Flow ETF (VFLO) [EF]$1K – $15K
Joint Brokerage ⇒ VictoryShares Small Cap Free Cash Flow ETF (SFLO) [EF]$1K – $15K
LPL Joint Brokerage ⇒ Insured Cash Account [BA]$1K – $15K
Morgan Roth ⇒ John Hancock Mortgage-Backed Securities ETF (JHMB) [EF]$1K – $15K
Morgan Roth ⇒ Morgan Roth Cash [IH]$1K – $15K
Morgan Roth ⇒ SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF (SPEM) [EF]$1K – $15K
Morgan Roth ⇒ SPDR Portfolio Developed World ex-US ETF (SPDW) [EF]$1K – $15K
Morgan Roth ⇒ SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) [EF]$1K – $15K
Morgan Roth ⇒ SPDR Portfolio Intermediate Term Treasury ETF (SPTI) [EF]$1K – $15K
Morgan Roth ⇒ State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) [EF]$1K – $15K
Morgan Roth ⇒ VictoryShares Free Cash Flow ETF (VFLO) [EF]$1K – $15K
Morgan Roth ⇒ VictoryShares Small Cap Free Cash Flow ETF (SFLO) [EF]$1K – $15K
Heaven Hill Distilleries, Inc 401(K) ⇒ Undiscovered Managers Behavioral Value Fund - R5 (UBVVX) [MF]$1K – $15K
Heaven Hill Distilleries, Inc 401(K) ⇒ PIMCO Income Fund Class A (PONAX) [MF]$1K – $15K
Heaven Hill Distilleries, Inc 401(K) ⇒ PGIM Total Return Bond Fund Class R4 (PDBSX) [MF]$1K – $15K
Heaven Hill Distilleries, Inc 401(K) ⇒ Neuberger Berman Genesis Trust (NBGEX) [MF]$1K – $15K
Heaven Hill Distilleries, Inc 401(K) ⇒ BlackRock High Yield Bond Portfolio - Class A (BHYAX) [MF]$1K – $15K
Series I Savings Bond [GS]Not specified
Series I Savings Bond [GS]Not specified
State of Kentucky Legislators Benefit Plan [DB]Not specified
Chris IRA ⇒ Chris IRA Cash [IH]Not specified
Chris IRA ⇒ Global X U.S. Preferred ETF (PFFD) [EF]Not specified
Chris IRA ⇒ John Hancock Mortgage-Backed Securities ETF (JHMB) [EF]Not specified
Chris IRA ⇒ SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF (SPEM) [EF]Not specified
Chris IRA ⇒ SPDR Portfolio Developed World ex-US ETF (SPDW) [EF]Not specified
Chris IRA ⇒ SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) [EF]Not specified
Chris IRA ⇒ SPDR Portfolio Intermediate Term Treasury ETF (SPTI) [EF]Not specified
Chris IRA ⇒ SPDR Portfolio Mortgage Backed Bond ETF (SPMB) [EF]Not specified
Chris IRA ⇒ SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) [EF]Not specified
Chris IRA ⇒ SPDR Series Trust SPDR Portfolio S&P 500 Growth ETFNot specified
Chris IRA ⇒ State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) [EF]Not specified
Chris IRA ⇒ VictoryShares Free Cash Flow ETF (VFLO) [EF]Not specified
Chris IRA ⇒ VictoryShares Small Cap Free Cash Flow ETF (SFLO) [EF]Not specified
Chris IRA ⇒ VictoryShares US Small Cap Volatility Wtd ETF (CSA) [EF]Not specified
Chris Roth ⇒ SPDR Portfolio Mortgage Backed Bond ETF (SPMB) [EF]Not specified
Chris Roth ⇒ SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) [EF]Not specified
Chris Roth ⇒ VictoryShares US Small Cap Volatility Wtd ETF (CSA) [EF]Not specified
Chris SEP ⇒ Chris SEP Cash [IH]Not specified
Chris SEP ⇒ Global X U.S. Preferred ETF (PFFD) [EF]Not specified
Chris SEP ⇒ John Hancock Mortgage-Backed Securities ETF (JHMB) [EF]Not specified
Chris SEP ⇒ JPMorgan US Government Money Market Fund (OGSXX) [BA]Not specified
Chris SEP ⇒ SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF (SPEM) [EF]Not specified
Chris SEP ⇒ SPDR Portfolio Developed World ex-US ETF (SPDW) [EF]Not specified
Chris SEP ⇒ SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) [EF]Not specified
Chris SEP ⇒ SPDR Portfolio Intermediate Term Treasury ETF (SPTI) [EF]Not specified
Chris SEP ⇒ SPDR Portfolio Mortgage Backed Bond ETF (SPMB) [EF]Not specified
Chris SEP ⇒ SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) [EF]Not specified
Chris SEP ⇒ SPDR Series Trust SPDR Portfolio S&P 500 Growth ETF (SPYG) [EF]Not specified
Chris SEP ⇒ State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) [EF]Not specified
Chris SEP ⇒ VictoryShares Free Cash Flow ETF (VFLO) [EF]Not specified
Chris SEP ⇒ VictoryShares Small Cap Free Cash Flow ETF (SFLO) [EF]Not specified
Chris SEP ⇒ VictoryShares US Small Cap Volatility Wtd ETF (CSA) [EF]Not specified
Joint Brokerage ⇒ Global X U.S. Preferred ETF (PFFD) [EF]Not specified
Joint Brokerage ⇒ SPDR Portfolio Mortgage Backed Bond ETF (SPMB) [EF]Not specified
Joint Brokerage ⇒ SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) [EF]Not specified
Joint Brokerage ⇒ VictoryShares US Small Cap Volatility Wtd ETF (CSA) [EF]Not specified
Morgan Roth ⇒ Global X U.S. Preferred ETF (PFFD) [EF]Not specified
Morgan Roth ⇒ SPDR Portfolio Mortgage Backed Bond ETF (SPMB) [EF]Not specified
Morgan Roth ⇒ SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) [EF]Not specified
Morgan Roth ⇒ VictoryShares US Small Cap Volatility Wtd ETF (CSA) [EF]Not specified
Vanguard Brokerage ⇒ Vanguard Money Market Reserves Federal Money Market Fund (VMFXX) [MF]Not specified
Vanguard Brokerage ⇒ Vanguard S&P 500 Value ETF (VOOV) [EF]Not specified
Vanguard Brokerage ⇒ Vanguard Total World Stock Index ETF (VT) [EF]Not specified
Voya Financial - Morgan & Pottinger PSC 401(k) ⇒ Vanguard Target Retirement 2055 Fund (VFFVX) [MF] .Not specified
Morgan Roth ⇒ The Communication Services Select Sector SPDR Fund (XLC) [EF]Not specified
Joint Brokerage ⇒ State Street Communication Services Select Sector SPDR ETF (XLC) [EF]Not specified
Chris SEP ⇒ The Communication Services Select Sector SPDR Fund (XLC) [EF]Not specified
Chris Roth ⇒ The Communication Services Select Sector SPDR Fund (XLC) [EF]Not specified
Chris IRA ⇒ The Communication Services Select Sector SPDR Fund (XLC) [EF]Not specified
Morgan Roth ⇒ SPDR Select Sector Fund - Financial (XLF) [EF]Not specified
Joint Brokerage ⇒ SPDR Select Sector Fund - Financial (XLF) [EF]Not specified
Chris SEP ⇒ SPDR Select Sector Fund - Financial (XLF) [EF]Not specified
Chris Roth ⇒ SPDR Select Sector Fund - Financial (XLF) [EF]Not specified
Chris IRA ⇒ SPDR Select Sector Fund - Financial (XLF) [EF]Not specified
Morgan Roth ⇒ SPDR Select Sector Fund - Industrial (XLI) [EF]Not specified
Joint Brokerage ⇒ State Street Industrial Select Sector SPDR ETF (XLI) [EF]Not specified
Chris SEP ⇒ SPDR Select Sector Fund - Industrial (XLI) [EF]Not specified
Chris Roth ⇒ SPDR Select Sector Fund - Industrial (XLI) [EF]Not specified
Chris IRA ⇒ SPDR Select Sector Fund - Industrial (XLI) [EF]Not specified
Morgan Roth ⇒ SPDR Select Sector Fund - Technology (XLK) [EF]Not specified
Joint Brokerage ⇒ SPDR Select Sector Fund - Technology (XLK) [EF]Not specified
Chris SEP ⇒ SPDR Select Sector Fund - Technology (XLK) [EF]Not specified
Chris Roth ⇒ SPDR Select Sector Fund - Technology (XLK) [EF]Not specified
Chris IRA ⇒ SPDR Select Sector Fund - Technology (XLK) [EF]Not specified
Morgan Roth ⇒ SPDR Select Sector Fund - Health Care (XLV) [EF]Not specified
Joint Brokerage ⇒ SPDR Select Sector Fund - Health Care (XLV) [EF]Not specified
Chris SEP ⇒ SPDR Select Sector Fund - Health Care (XLV) [EF]Not specified
Chris IRA ⇒ SPDR Select Sector Fund - Health Care (XLV) [EF]Not specified

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