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HOUSE · TX-25 · SINCE 2013

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 +7.5%, against +11.9% for the S&P 500.

RRepublicanParty
Member of HouseRepresents TX
$282KEst. portfolio value
10 months agoLast trade
+7.5%1Y return, from filings
1M return+2.3%S&P 500 +0.7% · 11 positionsOn their trade dates: -2.5%
3M return+3.5%S&P 500 +3.7% · 11 positionsOn their trade dates: +6.9%
YTD return+3.6%S&P 500 +12.8% · 12 positionsOn their trade dates: +8.1%
1Y return+7.5%S&P 500 +11.9% · 12 positionsOn their trade dates: +6.1%
3Y return+22.8%S&P 500 +85.1% · 14 positionsOn their trade dates: +120.7%

Returns are measured from each trade's filing date, when it became public, so they show what following these disclosures would have earned. "On their trade dates" is the same portfolio before the disclosure delay.

Est. value $274K across 11 stocks and ETFs, marked to the latest close

Estimated stock portfolio of Roger Williams
InvestmentEst. holding valueLast transactionTotal boughtAvg. costSince filedCurrent priceTrades
NVDANVIDIA Corporation - Common Stock$113KJun 30, 2022Purchase$1K–15K1 purchase$15.16+70.73%$213.752
LLYEli Lilly and Company Common Stock$34KJun 30, 2022Purchase$1K–15K1 purchase$324.23+58.51%$1,374.731
BRK.ABerkshire Hathaway Inc.$32KOct 31, 2015Purchase$1K–15K1 purchase$204,596.00+278.16%$816,672.001
METAMeta Platforms, Inc. - Class A Common Stock$31KJun 30, 2022Purchase$1K–15K1 purchase$161.25+22.80%$624.871
GOOGAlphabet Inc. - Class C Capital Stock$21KJun 30, 2022Purchase$1K–15K1 purchase$109.37+57.19%$282.251
PGProcter & gamble Company$17KOct 31, 2015Purchase$1K–15K1 purchase$76.38+84.02%$159.021
RTXRTX Corporation Common Stock$9KDec 22, 2025Purchase$1K–15K1 purchase$185.68+0.13%$200.091
JPMJP Morgan Chase & Co. Common Stock$9KDec 22, 2025Purchase$1K–15K1 purchase$323.09+11.65%$345.301
TFCTruist Financial Corporation Common Stock$8KJun 30, 2022Purchase$1K–15K1 purchase$47.43+34.46%$49.501
STLAStellantis N.V. Common Shares$2KJun 30, 2021Purchase$1K–15K1 purchase$19.71-78.26%$4.721
SBFMSunshine Biopharma Inc. - Common stock$0.06Jun 30, 2022Purchase$1K–15K1 purchase$432,000.00-99.72%$3.191

Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 29, 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.