65 assets, filed Apr 27, 2026 (FD Original).
AME
AMETEK, Inc. · Stock (public)
$100,000
AMZN
Amazon.com, Inc. - Common Stock · Stock (public) · Morgan Stanley - Rollover IRA SP
$15,001 - $50,000
ARMK
Aramark Common Stock · Stock (public) · Morgan Stanley Trust Account JT
None
AVGO
Broadcom Inc. - Common Stock · Stock (public) · Morgan Stanley SEP IRA
$1,001 - $15,000
COOK CNTY ILL SCH DIST NO 081 SCHILLER OID
Government security · Morgan Stanley Trust Account JT
$15,001 - $50,000
CMNIX
Calamos Market Neutral Fd Cl I · Mutual fund · Morgan Stanley - Rollover IRA SP
$15,001 - $50,000
CAH
Cardinal Health, Inc. Common Stock · Stock (public) · Morgan Stanley SEP IRA
$1,001 - $15,000
CAH
Cardinal Health, Inc. Common Stock · Stock (public)
$250,000
Chase Bank
Bank/brokerage account · Joint
$100,001 - $250,000
CHD
Church & Dwight Company, Inc. Common Stock · Stock (public) · Morgan Stanley Trust Account JT
$15,001 - $50,000
GSFTX
Columbia Dividend Income Fund Class I · Mutual fund · Morgan Stanley - Rollover IRA SP
$15,001 - $50,000
CPNG
Coupang, Inc. Class A Common Stock · Stock (public) · Morgan Stanley Trust Account JT
None
CW
Curtiss-Wright Corporation Common Stock · Stock (public) · Morgan Stanley SEP IRA
$1,001 - $15,000
DGOYX
Davis Opportunity Fd Class Y · Mutual fund · Morgan Stanley - Rollover IRA SP
$1,001 - $15,000
DOCS
Doximity, Inc. Class A Common Stock · Stock (public) · Morgan Stanley Trust Account JT
None
EME
EMCOR Group, Inc. Common Stock · Stock (public) · Morgan Stanley SEP IRA
$1,001 - $15,000
LLY
Eli Lilly and Company Common Stock · Stock (public) · Morgan Stanley Trust Account JT
$15,001 - $50,000
Empower - Muhammad Ali Museum & Education Center,
· Spouse
None
FTGC
First Trust Global Tactical Commodity Strategy Fund · Exchange-traded fund · Morgan Stanley - Rollover IRA SP
$1,001 - $15,000
AIRR
First Trust RBA American Industrial Renaissance ETF · Exchange-traded fund · Morgan Stanley - Rollover IRA SP
$15,001 - $50,000
HIG
Hartford Financial Services Group, Inc. · Stock (public)
$100,000
ILLINOIS HSG DEV AUTH REV; 1.9%; Due 10/01/2033
Government security · Morgan Stanley Trust Account JT
$1,001 - $15,000
ILLINOIS ST GENL OBLIG
Government security · Morgan Stanley Trust Account JT
$15,001 - $50,000
IBM
International Business Machines Corporation Common
$100,000
IBM
International Business Machines Corporation Common Stock · Stock (public) · Morgan Stanley SEP IRA
None
QQQ
Invesco QQQ Trust, Series 1 · Exchange-traded fund · Morgan Stanley - Rollover IRA SP
$1,001 - $15,000
JPM
JP Morgan Chase & Co. Common Stock · Stock (public) · Morgan Stanley SEP IRA
None
JPM
JP Morgan Chase & Co. Common Stock · Stock (public) · Morgan Stanley Trust Account JT
None
MORGAN STANLEY BANK N.A. #
Bank/brokerage account · Morgan Stanley - Rollover IRA SP
$15,001 - $50,000
MORGAN STANLEY BANK N.A. #
Bank/brokerage account · Morgan Stanley SEP IRA
$1,001 - $15,000
MORGAN STANLEY BANK N.A. #
Bank/brokerage account · Morgan Stanley Trust Account JT
None
MAR
Marriott International - Class A Common Stock (MAR)
$100,000
MCK
McKesson Corporation · Stock (public)
$100,000
MCK
McKesson Corporation Common Stock · Stock (public) · Morgan Stanley - Rollover IRA SP
$1,001 - $15,000
MSFT
Microsoft Corporation · Stock (public)
$250,000
MSFT
Microsoft Corporation - Common Stock · Stock (public) · Morgan Stanley SEP IRA
$1 - $1,000
NVDA
NVIDIA Corporation · Stock (public)
$250,000
ORLY
O'Reilly Automotive, Inc. - Common Stock · Stock (public) · Morgan Stanley SEP IRA
$1,001 - $15,000
ORLY
O'Reilly Automotive, Inc. - Common Stock · Stock (public) · Morgan Stanley Trust Account JT
$15,001 - $50,000
PANW
Palo Alto Networks, Inc. · Stock (public)
$100,000
PH
Parker-Hannifin Corporation Common Stock · Stock (public) · Morgan Stanley SEP IRA
$1,001 - $15,000
PH
Parker-Hannifin Corporation Common Stock · Stock (public)
$250,000
PTIAX
Performance Trust Total Return Bond Fund-Institutional Class · Mutual fund · Morgan Stanley - Rollover IRA SP
$1,001 - $15,000
HOOD
Robinhood Markets, Inc. - Class A Common Stock · Stock (public) · Morgan Stanley - Rollover IRA SP
$15,001 - $50,000
HOOD
Robinhood Markets, Inc. - Class A Common Stock · Stock (public) · Morgan Stanley Trust Account JT
None
S. Cornell Property
Real property · Joint
$100,001 - $250,000
S. King Drive Property
Real property · Joint
$250,001 - $500,000
SCFFX
Shenkman Capital Short Duration High Income Fund Class F · Mutual fund · Morgan Stanley - Rollover IRA SP
$1,001 - $15,000
SHOP
Shopify Inc. - Class A Subordinate Voting Shares · Stock (public) · Morgan Stanley SEP IRA
$1,001 - $15,000
Shopify Inc. - Class A Subordinate Voting Shares (SHOP)
$250,000
CWB
State Street SPDR Bloomberg Convertible Securities ETF · Exchange-traded fund · Morgan Stanley - Rollover IRA SP
$1,001 - $15,000
IBM
Stock · Stock (public) · Morgan Stanley Trust Account JT
None
TMUS
T-Mobile US, Inc. · Stock (public)
$100,000
THC
Tenet Healthcare Corporation Common Stock · Stock (public) · Morgan Stanley - Rollover IRA SP
$1,001 - $15,000
HIG
The Hartford Insurance Group, Inc. Common Stock · Stock (public) · Morgan Stanley SEP IRA
$1,001 - $15,000
TYG
Tortoise Energy Infrastructure Corporation Common Stock · Exchange-traded fund · Morgan Stanley - Rollover IRA SP
$1,001 - $15,000
Vanguard - United Way of Metropolitan Chicago DC Plan
· Spouse
None
VTHRX
Vanguard Target Retirement 2030 Fund · Mutual fund
$100,000
Venture
Real property
$500,000
V
Visa Inc. · Stock (public)
$100,000
WMT
Walmart Inc. - Common Stock · Stock (public) · Morgan Stanley Trust Account JT
None
WMB
Williams Companies, Inc. · Stock (public) · Morgan Stanley SEP IRA
$1,001 - $15,000
IPAC
iShares Core MSCI Pacific ETF · Exchange-traded fund · Morgan Stanley - Rollover IRA SP
$15,001 - $50,000
ITOT
iShares Core S&P Total U.S. Stock Market ETF · Exchange-traded fund · Morgan Stanley - Rollover IRA SP
$1,001 - $15,000
IWP
iShares Russell Midcap Growth ETF · Exchange-traded fund · Morgan Stanley SEP IRA
$1,001 - $15,000