Roger Williams portfolio
Roger Williams has represented TX's 25th district in the House since 2013. Committee seats: Financial Services, Small Business (Chair). Roger Williams has disclosed 27 trades (15 purchases, 12 sales); the latest was on Dec 22, 2025. Over the past year the disclosed stock holdings returned +9.0%, against +11.8% for the S&P 500.
Est. value $272K across 11 stocks and ETFs, marked to the latest close
| Investment | Est. holding value | Last transaction | Total bought | Avg. cost | Since filed | Current price | Trades |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corporation - Common Stock | $109K | Jun 30, 2022Purchase | $1K–15K1 purchase | $15.16 | +65.24% | $206.89 | 2 |
| LLYEli Lilly and Company Common Stock | $35K | Jun 30, 2022Purchase | $1K–15K1 purchase | $324.23 | +65.02% | $1,431.25 | 1 |
| BRK.ABerkshire Hathaway Inc. | $32K | Oct 31, 2015Purchase | $1K–15K1 purchase | $204,596.00 | +278.45% | $817,307.00 | 1 |
| METAMeta Platforms, Inc. - Class A Common Stock | $31K | Jun 30, 2022Purchase | $1K–15K1 purchase | $161.25 | +22.71% | $624.41 | 1 |
| GOOGAlphabet Inc. - Class C Capital Stock | $20K | Jun 30, 2022Purchase | $1K–15K1 purchase | $109.37 | +55.88% | $279.90 | 1 |
| PGProcter & gamble Company | $17K | Oct 31, 2015Purchase | $1K–15K1 purchase | $76.38 | +88.38% | $162.78 | 1 |
| RTXRTX Corporation Common Stock | $9K | Dec 22, 2025Purchase | $1K–15K1 purchase | $185.68 | +0.31% | $200.44 | 1 |
| JPMJP Morgan Chase & Co. Common Stock | $8K | Dec 22, 2025Purchase | $1K–15K1 purchase | $323.09 | +9.99% | $340.15 | 1 |
| TFCTruist Financial Corporation Common Stock | $8K | Jun 30, 2022Purchase | $1K–15K1 purchase | $47.43 | +32.78% | $48.88 | 1 |
| STLAStellantis N.V. Common Shares | $2K | Jun 30, 2021Purchase | $1K–15K1 purchase | $19.71 | -78.78% | $4.61 | 1 |
| SBFMSunshine Biopharma Inc. - Common stock | $0.05 | Jun 30, 2022Purchase | $1K–15K1 purchase | $432,000.00 | -99.75% | $2.80 | 1 |
Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 30, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.