Morgan McGarvey
DemocratKY·26 disclosed trades·11 tickers
Volume traded
$232.5K
gross buys + sells, not wealth
Net flow
−$88.5K
Median gap
27d
limit is 45d
Filed late
0%
0 of 26
Last trade
2024-11-13
Reported holdings, 31 December 2025
From their annual Financial Disclosure, filed 5/14/2026 — 34 assets, about $1.6M at the middle of each value range.
- SPYG · State Street SPDR Portfolio S&P 500 Growth ETF (SPYG)13.6%
- VFLO · VictoryShares Free Cash Flow ETF (VFLO)12.1%
- Cash10.6%
- Target Enrollment 20329.1%
- SPDW · State Street SPDR Portfolio Developed World ex-US ETF (SPDW)6.0%
- Other 29 assets48.8%
By type: Exchange Traded Fund 55% · Bank Deposit 18% · Mutual Fund 11% · 529 Plan 9% · Stock 6% · Investment Holding 1%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
SPYGState Street SPDR Portfolio S&P 500 Growth ETF (SPYG)in Chris Results By Design 401K, Chris Roth, Joint Brokerage | Exchange Traded Fund | ≈ $223.5K | 13.6% | Joint, Self, Spouse |
VFLOVictoryShares Free Cash Flow ETF (VFLO)in Chris Results By Design 401K, Chris Roth, Joint Brokerage | Exchange Traded Fund | ≈ $199.0K | 12.1% | Joint, Self, Spouse |
Cashin Morgan Results By Design 401K | Bank Deposit | $100,001 - $250,000 | 10.6% | Self |
Target Enrollment 2032in NY 529 Plan - DC1, NY 529 Plan - DC2 | 529 Plan | ≈ $150.0K | 9.1% | Dependent Child |
SPDWState Street SPDR Portfolio Developed World ex-US ETF (SPDW)in Chris Results By Design 401K, Chris Roth, Joint Brokerage | Exchange Traded Fund | ≈ $99.0K | 6.0% | Joint, Self, Spouse |
| Stock | ≈ $97.5K | 5.9% | Dependent Child | |
Republic Bank Savings | Bank Deposit | $50,001 - $100,000 | 4.5% | Joint |
JHMBJohn Hancock Mortgage-Backed Securities ETF (JHMB)in Chris Results By Design 401K, Chris Roth, Joint Brokerage | Exchange Traded Fund | ≈ $56.5K | 3.4% | Joint, Self, Spouse |
SPEMState Street SPDR Portfolio Emerging Markets ETF (SPEM)in Chris Results By Design 401K, Chris Roth, Joint Brokerage | Exchange Traded Fund | ≈ $56.5K | 3.4% | Joint, Self, Spouse |
SPIBState Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB)in Chris Results By Design 401K, Chris Roth, Joint Brokerage | Exchange Traded Fund | ≈ $56.5K | 3.4% | Joint, Self, Spouse |
SPTIState Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI)in Chris Results By Design 401K, Chris Roth, Joint Brokerage | Exchange Traded Fund | ≈ $56.5K | 3.4% | Joint, Self, Spouse |
SFLOVictoryShares Small Cap Free Cash Flow ETF (SFLO)in Chris Results By Design 401K, Chris Roth, Joint Brokerage | Exchange Traded Fund | ≈ $56.5K | 3.4% | Joint, Self, Spouse |
NTIAXColumbia Fds Srs Tr,. Columbia MidCap Index Fund Class A (NTIAX)in Heaven Hill Distilleries, Inc 401(K) | Mutual Fund | $15,001 - $50,000 | 2.0% | Spouse |
SLVAXColumbia Select Large Cap Value Fund Class A (SLVAX)in Heaven Hill Distilleries, Inc 401(K) | Mutual Fund | $15,001 - $50,000 | 2.0% | Spouse |
BSPIXiShares S&P 500 Index Fund - Institutional (BSPIX)in Heaven Hill Distilleries, Inc 401(K) | Mutual Fund | $15,001 - $50,000 | 2.0% | Spouse |
The 15 largest of 34. 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. 1 asset is valued "undetermined" and not counted.
Their most-traded tickers
What they hold it in
Stock
26
Every disclosed trade
26 rows. Sort any column; Source opens the filed PDF.
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