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Mikie Sherrill

DDemocraticHouse

Est. Net Worth—

Trade Volume$5.0M

Total Trades185

Last TradedMar 7, 2025

StatusCurrent Member

Avg. Filing Delay46d LATE

Stocks Traded124

Age54

Performance vs SPY

Avg Alpha+2.3%

Sell Alpha+2.3%

Win Rate100%

Simulated Portfolio

$1.8M

-8.0% vs S&P (1Y)

View Stock Portfolio & Returns →

Total Trades

185

Buys / Sells

30/155

Est. Volume

$5.0M

Stocks Traded

124

Trades by Year

Most Traded Stocks

#	Ticker	Company	Trades	Buys	Sells	Volume
1	UBS	UBS Group AG Registered Ordinary Shares	8	0	8	$1.8M
2	MSFT	Microsoft Corporation	4	0	4	$35K
3	BMY	Bristol-Myers Squibb Company	4	2	2	$32K
4	VN VNO	Vornado Realty Trust	3	1	2	$24K
5	VTR	Ventas, Inc.	3	1	2	$24K
6	BLK	BlackRock, Inc.	3	1	2	$24K
7	MRK	Merck & Company, Inc. Common Stock	3	0	3	$17K
8	CL	Colgate-Palmolive Company	3	1	2	$24K
9	MTB	M&T Bank Corporation	3	1	2	$24K
10	REGN	Regeneron Pharmaceuticals, Inc.	3	1	2	$24K

Top Sectors

Trade History185 trades

Ticker	Type	Filed	Traded	Filed After	Amount	Owner	Return	Filing
UBS UBS Group AG	Sell	Mar 11, 2025	Mar 7, 2025	4d	$250,001 - $500,000	Joint	+49.0% -3.4% vs SPY	View
UBS UBS Group AG Registered Ordinary Shares	Sell (Partial)	May 15, 2024	May 14, 2024	1d	$50,001 - $100,000	—	+68.7% -7.6% vs SPY	View
UBS UBS Group AG Registered Ordinary Shares	Sell (Partial)	May 13, 2024	May 13, 2024	0d	$250,001 - $500,000	—	+71.5% -9.2% vs SPY	View
UBS UBS Group AG Registered Ordinary Shares	Sell (Full)	Mar 3, 2023	Mar 3, 2023	0d	$250,001 - $500,000	—	+130.0% -19.3% vs SPY	View
UBS UBS Group AG Registered Ordinary Shares	Sell (Full)	May 23, 2022	May 23, 2022	0d	$100,001 - $250,000	—	+193.4% -67.9% vs SPY	View
UBS UBS Group AG Registered Ordinary Shares	Sell (Partial)	Apr 6, 2022	Mar 9, 2022	28d	$100,001 - $250,000	—	+201.1% -86.4% vs SPY	View
UBS UBS Group AG Registered Ordinary Shares	Sell (Full)	Apr 1, 2021	Mar 9, 2021	23d	$250,001 - $500,000	—	+226.4% -90.5% vs SPY	View
UBS UBS Group AG Registered Ordinary Shares	Sell (Full)	Dec 3, 2021	Jun 1, 2020	550d LATE	$50,001 - $100,000	—	+368.6% -159.5% vs SPY	View
UBS UBS Group AG Registered Ordinary Shares	Sell (Partial)	Dec 3, 2021	Apr 29, 2020	583d LATE	$100,001 - $250,000	—	+363.0% -145.6% vs SPY	View
FDRR Fidelity Dividend ETF for Rising Rates	Buy	Apr 5, 2020	Feb 21, 2020	44d	$100,001 - $250,000	—	+81.3% -34.0% vs SPY	View
NU NULG Nuveen ESG Large-Cap Growth ETF	Buy	Apr 5, 2020	Feb 21, 2020	44d	$100,001 - $250,000	—	+153.1% +6.5% vs SPY	View
SPYG SPDR Series Trust SPDR Portfolio S&P 500 Growth ETF	Buy	Apr 5, 2020	Feb 21, 2020	44d	$100,001 - $250,000	—	+164.9% +29.0% vs SPY	View
SC SCHD Schwab US Dividend Equity ETF	Buy	Apr 5, 2020	Feb 21, 2020	44d	$100,001 - $250,000	—	+64.3% -44.7% vs SPY	View
IG IGV ISHARES Expanded Tech-Software Sector ETF	Buy	Apr 5, 2020	Feb 21, 2020	44d	$100,001 - $250,000	—	+68.8% -56.5% vs SPY	View
WH WH Wyndham Hotels & Resorts, Inc.	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$1,001 - $15,000	—	+38.0% +56.7% vs SPY	View
COF Capital One Financial Corporation	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$1,001 - $15,000	—	+93.6% +13.5% vs SPY	View
CSCO Cisco Systems, Inc.	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$1,001 - $15,000	—	+159.2% +23.7% vs SPY	View
PG Procter & Gamble Company	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$15,001 - $50,000	—	+16.8% +85.9% vs SPY	View
ACN Accenture plc Class A Ordinary Shares	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$1,001 - $15,000	—	-42.7% +115.7% vs SPY	View
DOV Dover Corporation	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$1,001 - $15,000	—	+91.2% +18.9% vs SPY	View
USB U.S. Bancorp	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$1,001 - $15,000	—	+6.8% +99.0% vs SPY	View
PM Philip Morris International Inc	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$1,001 - $15,000	—	+98.7% +17.2% vs SPY	View
PRU Prudential Financial, Inc.	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$1,001 - $15,000	—	+15.0% +98.4% vs SPY	View
FDS FactSet Research Systems Inc.	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$1,001 - $15,000	—	-27.7% +131.7% vs SPY	View
TROW T. Rowe Price Group, Inc.	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$1,001 - $15,000	—	-21.7% +135.0% vs SPY	View
TXN Texas Instruments Incorporated	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$1,001 - $15,000	—	+151.0% +38.0% vs SPY	View
WFC Wells Fargo & Company	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$1,001 - $15,000	—	+77.2% +20.1% vs SPY	View
UNH UnitedHealth Group Incorporated Common Stock	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$1,001 - $15,000	—	+35.3% +100.2% vs SPY	View
JNJ Johnson & Johnson	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$1,001 - $15,000	—	+55.5% +39.6% vs SPY	View
MTB M&T Bank Corporation	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$1,001 - $15,000	—	+34.3% +70.0% vs SPY	View
YUMC Yum China Holdings, Inc.	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$1,001 - $15,000	—	-9.5% +92.9% vs SPY	View
BDX Becton, Dickinson and Company	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$1,001 - $15,000	—	-7.8% +99.8% vs SPY	View
PFE Pfizer, Inc.	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$1,001 - $15,000	—	-26.4% +121.8% vs SPY	View
SLB Schlumberger N.V.	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$1,001 - $15,000	—	+40.5% +45.9% vs SPY	View
VTR Ventas, Inc.	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$1,001 - $15,000	—	+32.8% +65.7% vs SPY	View
CFR Cullen/Frost Bankers, Inc.	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$1,001 - $15,000	—	+57.5% +48.2% vs SPY	View
ITW Illinois Tool Works Inc.	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$1,001 - $15,000	—	+39.3% +57.8% vs SPY	View
CL Colgate-Palmolive Company	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$1,001 - $15,000	—	+18.9% +87.3% vs SPY	View
CMCSA Comcast Corporation - Class A	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$1,001 - $15,000	—	-51.3% +140.6% vs SPY	View
MNST Monster Beverage Corporation	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$1,001 - $15,000	—	+164.2% -15.0% vs SPY	View
ADSK Autodesk, Inc.	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$15,001 - $50,000	—	-9.4% +94.9% vs SPY	View
NVO Novo Nordisk A/S	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$1,001 - $15,000	—	+44.9% +84.0% vs SPY	View
V Visa Inc.	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$15,001 - $50,000	—	+54.5% +55.9% vs SPY	View
GILD Gilead Sciences, Inc.	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$1,001 - $15,000	—	+85.9% -10.5% vs SPY	View
HON Honeywell International Inc.	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$1,001 - $15,000	—	+26.2% +71.5% vs SPY	View
ABT Abbott Laboratories	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$1,001 - $15,000	—	-0.3% +85.6% vs SPY	View
PGR Progressive Corporation	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$1,001 - $15,000	—	+156.8% -45.5% vs SPY	View
COP ConocoPhillips	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$1,001 - $15,000	—	+86.0% -7.8% vs SPY	View
PEG Public Service Enterprise Group Incorporated	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$1,001 - $15,000	—	+36.0% +60.0% vs SPY	View
AAPL Apple Inc.	Sell (Full)	Apr 5, 2020	Feb 20, 2020	45d	$1,001 - $15,000	—	+271.2% -123.7% vs SPY	View