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Congress
Neal Dunn
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.
| Asset | Disclosed range |
|---|---|
| IRA #3 ⇒ Invesco QQQ Trust, Series 1 (QQQ) [EF] | $500K – $1M |
| IRA #3 ⇒ Apple Inc. - Common Stock (AAPL) [ST] | $250K – $500K |
| IRA #3 ⇒ T. Rowe Price Capital Appreciation Fund (PRWCX) [MF] | $250K – $500K |
| IRA #3 ⇒ iShares U.S. Aerospace & Defense ETF (ITA) [EF] | $250K – $500K |
| IRA #3 ⇒ iShares Core S&P 500 ETF (IVV) [EF] | $250K – $500K |
| NP Dunn Tst Cadence Pldg ⇒ Invesco QQQ Trust, Series 1 (QQQ) [EF] | $250K – $500K |
| IRA #3 ⇒ Vanguard High Dividend Yield ETF (VYM) [EF] | $250K – $500K |
| Cadence Checking Account [BA] | $100K – $250K |
| IRA #3 ⇒ Alerian MLP ETF (AMLP) [EF] | $100K – $250K |
| IRA #3 ⇒ iShares Biotechnology ETF (IBB) [EF] | $100K – $250K |
| NP Dunn Tst Cadence Pldg ⇒ iShares Core S&P 500 ETF (IVV) [EF] | $100K – $250K |
| NP Dunn Tst Cadence Pldg ⇒ iShares Russell 2000 Index Fund (IWM) [EF] | $100K – $250K |
| IRA #3 ⇒ iShares Russell 2000 Index Fund (IWM) [EF] | $100K – $250K |
| NP Dunn TLF Pledge ⇒ Invesco QQQ Trust, Series 1 (QQQ) [EF] | $100K – $250K |
| NP Dunn Tst Cadence Pldg ⇒ Vanguard Value ETF (VTV) [EF] . | $100K – $250K |
| IRA #3 ⇒ Cadence Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (CADE.A) [OT] | $50K – $100K |
| IRA #3 ⇒ Capital One Fin. Corp. 5.00% Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I (COF.I) [OT] | $50K – $100K |
| IRA #3 ⇒ Flaherty & Crumrine Dynamic PF (DFP) [OT] | $50K – $100K |
| IRA #3 ⇒ Johnson & Johnson Common Stock (JNJ) [ST] | $50K – $100K |
| IRA #3 ⇒ JPMorgan Chase & Co 4.75% Depositary Shares Non- Cumulative Preferred Stock, Series GG (JPM.J) [OT] | $50K – $100K |
| IRA #3 ⇒ KeyCorp 5.65% Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY.J) [OT] | $50K – $100K |
| IRA #3 ⇒ Regions Financial Corp. 4.45% Depositary Shares Series E Non- Cumulative Preferred Stock (RF.E) [OT] | $50K – $100K |
| IRA #3 ⇒ US Bancorp Non-Cumulative Perpetual Preferred Stock, Series K (USB.P) [OT] | $50K – $100K |
| IRA #3 ⇒ Wells Fargo & Company 5.625% Non-Cumulative Perpetual Class A Preferred Stock, Series Y (WFC.Y) [OT] | $50K – $100K |
| NP Dunn TLF Pledge ⇒ Invesco Preferred ETF (PGX) [EF] | $50K – $100K |
| NP Dunn TLF Pledge ⇒ VanEck IG Floating Rate ETF (FLTR) [EF] | $50K – $100K |
| NP Dunn Tst Cadence Pldg ⇒ VanEck IG Floating Rate ETF (FLTR) [EF] | $50K – $100K |
| NP Dunn TLF Pledge ⇒ iShares Core S&P 500 ETF (IVV) [EF] | $50K – $100K |
| NP Dunn TLF Pledge ⇒ iShares Russell 2000 Index Fund (IWM) [EF] | $50K – $100K |
| NP Dunn Tst Cadence Pldg ⇒ iShares Preferred and Income Securities ETF (PFF) [EF] | $50K – $100K |
| NP Dunn TLF Pledge ⇒ iShares Preferred and Income Securities ETF (PFF) [EF] | $50K – $100K |
| NP Dunn TLF Pledge ⇒ Vanguard Value ETF (VTV) [EF] | $50K – $100K |
| NP Dunn TLF Pledge ⇒ Vanguard Value ETF (VTV) [EF] | $50K – $100K |
| IRA #3 ⇒ Vanguard Value ETF (VTV) [EF] | $50K – $100K |
| NP Dunn Tst Cadence Pldg ⇒ Vanguard High Dividend Yield ETF (VYM) [EF] | $50K – $100K |
| IRA #1 ⇒ iShares Bitcoin Trust ETF (IBIT) [OT] | $15K – $50K |
| IRA #1 ⇒ iShares Core Universal USD Bond ETF (IUSB) [EF] | $15K – $50K |
| IRA #1 ⇒ iShares S&P 100 Fund (OEF) [EF] | $15K – $50K |
| IRA #1 ⇒ iShares U.S. Equity Factor Rotation Active ETF (DYNF) [EF] | $15K – $50K |
| IRA #3 ⇒ AT&T Inc 5.00% Depositary Shares Perpetual Preferred Stock Series A (T.A) [OT] | $15K – $50K |
| IRA #3 ⇒ Morgan Stanley Sweep Account [BA] | $15K – $50K |
| IRA #3 ⇒ Truist Fin. Corp 4.75% Depositary Shares Series R Non- Cumulative Perpetual Preferred Stock (TFC.R) [OT] | $15K – $50K |
| NP Dunn TLF Pledge ⇒ Schwab U.S. Small-Cap ETF (SCHA) [EF] | $15K – $50K |
| NP Dunn TLF Pledge ⇒ Vanguard International High Dividend Yield ETF (VYMI) [EF] | $15K – $50K |
| NP Dunn Tst Cadence Pldg ⇒ Morgan Stanley Sweep Account [BA] | $15K – $50K |
| NP Dunn Tst Cadence Pldg ⇒ Vanguard International High Dividend Yield ETF (VYMI) [EF] | $15K – $50K |
| IRA #1 ⇒ iShares MSCI EAFE Value ETF (EFV) [EF] | $15K – $50K |
| NP Dunn Tst Cadence Pldg ⇒ iShares Biotechnology ETF (IBB) [EF] | $15K – $50K |
| NP Dunn TLF Pledge ⇒ iShares Biotechnology ETF (IBB) [EF] | $15K – $50K |
| IRA #1 ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) [EF] | $15K – $50K |
| IRA #1 ⇒ iShares S&P 500 Value ETF (IVE) [EF] | $15K – $50K |
| IRA #1 ⇒ iShares Core S&P 500 ETF (IVV) [EF] | $15K – $50K |
| IRA #1 ⇒ iShares S&P 500 Growth ETF (IVW) [EF] | $15K – $50K |
| NP Dunn TLF Pledge ⇒ Fidelity Nasdaq Composite Index ETF (ONEQ) [EF] | $15K – $50K |
| IRA #1 ⇒ iShares A.I. Innovation and Tech Active ETF (BAI) [EF] | $1K – $15K |
| IRA #1 ⇒ | $1K – $15K |
| IRA #1 ⇒ iShares International Aggregate Bond Fund (IAGG) [EF] | $1K – $15K |
| IRA #1 ⇒ iShares MSCI USA Quality Factor ETF (QUAL) [EF] | $1K – $15K |
| IRA #1 ⇒ iShares U.S. Thematic Rotation Active ETF (THRO) [EF] | $1K – $15K |
| IRA #1 ⇒ Morgan Stanley Sweep Account [BA] | $1K – $15K |
| IRA #2 ⇒ iShares S&P 100 Fund (OEF) [EF] | $1K – $15K |
| IRA #2 ⇒ iShares U.S. Equity Factor Rotation Active ETF (DYNF) [EF] | $1K – $15K |
| NP Dunn TLF Pledge ⇒ Bank of America Sweep Account [BA] | $1K – $15K |
| IRA #2 ⇒ iShares MSCI EAFE Value ETF (EFV) [EF] | $1K – $15K |
| IRA #2 ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) [EF] | $1K – $15K |
| IRA #1 ⇒ iShares U.S. Aerospace & Defense ETF (ITA) [EF] | $1K – $15K |
| IRA #2 ⇒ iShares S&P 500 Value ETF (IVE) [EF] | $1K – $15K |
| IRA #2 ⇒ iShares Core S&P 500 ETF (IVV) [EF] | $1K – $15K |
| IRA #2 ⇒ iShares S&P 500 Growth ETF (IVW) [EF] | $1K – $15K |
| IRA #1 ⇒ iShares MBS ETF (MBB) [EF] | $1K – $15K |
| IRA #1 ⇒ iShares MSCI USA Momentum Factor ETF (MTUM) [EF] | $1K – $15K |
| IRA #3 ⇒ iShares Preferred and Income Securities ETF (PFF) [EF] | $1K – $15K |
| IRA #1 ⇒ iShares 10-20 Year Treasury Bond ETF (TLH) [EF] | $1K – $15K |
| NP Dunn TLF Pledge ⇒ | Not specified |
| Vanguard High Dividend Yield ETF (VYM) [EF] | Not specified |