Eleanor Holmes Norton
DemocratDC·13 disclosed trades·1 tickers
Volume traded
$434.0K
gross buys + sells, not wealth
Net flow
−$434.0K
Median gap
9d
limit is 45d
Filed late
0%
0 of 13
Last trade
2025-10-14
Reported holdings, 31 December 2025
From their annual Financial Disclosure, filed 5/12/2026 — 28 assets, about $2.5M at the middle of each value range.
- OLGAX · JPMorgan Large Cap Growth Fund A (OLGAX)15.0%
- BRK.B · Berkshire Hathaway Inc. New (BRK.B)15.0%
- SPLV · Invesco S&P 500 Low Volatility ETF (SPLV)14.0%
- Bank of America, NA RASP7.0%
- BAICX · BlackRock Funds II, BlackRock Multi-Asset Income Ptf Investor A (BAICX)7.0%
- Other 23 assets41.7%
By type: Mutual Fund 39% · Exchange Traded Fund 21% · Stock 15% · Other 11% · Bank Deposit 10% · 529 Plan 3%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
OLGAXJPMorgan Large Cap Growth Fund A (OLGAX)in MERRILL LYNCH #182 | Mutual Fund | $250,001 - $500,000 | 15.0% | Self |
| Stock | $250,001 - $500,000 | 15.0% | Self | |
SPLVInvesco S&P 500 Low Volatility ETF (SPLV)in MERRILL LYNCH #182, MERRILL LYNCH #806 | Exchange Traded Fund | ≈ $350.0K | 14.0% | Self |
Bank of America, NA RASPin MERRILL LYNCH IRA | Bank Deposit | $100,001 - $250,000 | 7.0% | Self |
BAICXBlackRock Funds II, BlackRock Multi-Asset Income Ptf Investor A (BAICX)in MERRILL LYNCH IRA | Mutual Fund | $100,001 - $250,000 | 7.0% | Self |
VAAVXVenerable Appreciation Allocation Fund Class V (VAAVX)in MERRILL LYNCH IRA ⇒ VOYA/VY | Other | $100,001 - $250,000 | 7.0% | Self |
VVSVXVenerable US Large Cap Strategic Equity Fund Class V (VVSVX)in MERRILL LYNCH IRA ⇒ VOYA/VY | Mutual Fund | $100,001 - $250,000 | 7.0% | Self |
DC College Savings Plan (2 Accounts) | 529 Plan | $50,001 - $100,000 | 3.0% | Self |
MOATVanEck Morningstar Wide Moat ETF (MOAT)in MERRILL LYNCH IRA | Exchange Traded Fund | $50,001 - $100,000 | 3.0% | Self |
VVBVXVenerable Strategic Bond Fund Class V (VVBVX)in MERRILL LYNCH IRA ⇒ VOYA/VY | Mutual Fund | $50,001 - $100,000 | 3.0% | Self |
CDLVictoryShares US Large Cap High Div Volatility Wtd ETF (CDL)in MERRILL LYNCH #182, MERRILL LYNCH #806 | Exchange Traded Fund | ≈ $65.0K | 2.6% | Self |
Bank Deposit Programin MERRILL LYNCH #182, MERRILL LYNCH #806 | Bank Deposit | ≈ $40.5K | 1.6% | Self |
Synchrony Bank | Bank Deposit | $15,001 - $50,000 | 1.3% | Self |
RSPInvesco S&P 500 Equal Weight ETF (RSP)in MERRILL LYNCH #182 | Exchange Traded Fund | $15,001 - $50,000 | 1.3% | Self |
VEEVXVenerable International Index Fund Class V (VEEVX)in MERRILL LYNCH IRA ⇒ VOYA/VY | Other | $15,001 - $50,000 | 1.3% | Self |
The 15 largest of 28. The filed report lists every one.
The member's own statement of what they, their spouse and dependent children held on 31 December 2025. Values are ranges, so the dollar figure and shares use the middle of each range (the floor of an open-ended one), and an asset held in several accounts is their sum. Assets sold or emptied during the year are left out.
Their most-traded tickers
What they hold it in
Government Security
7
Stock
6
Every disclosed trade
13 rows. Sort any column; Source opens the filed PDF.
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