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Government Tracker

William R. Keating

House
Chamber
Massachusetts District 9
Represents
41
Trades on record
-2.8%
Avg return, 30d
-3.6%
Avg return, 90d
+1.5%
Avg return, 180d

Disclosed holdings

94 assets, filed Jul 14, 2026 (FD Original).
Abbvie Inc Note MAT 3/15/34 Corporate bond · Focus Partners IRA $1,001 - $15,000
ACN Accenture plc Class A Ordinary Shares · Stock (public) · Focus Partners IRA None
ABNB Airbnb, Inc. - Class A Common Stock · Stock (public) · Focus Partners IRA $15,001 - $50,000
GOOGL Alphabet Inc. - Class A Common Stock · Stock (public) · Focus Partners IRA $15,001 - $50,000
AMZN Amazon.com, Inc. - Common Stock · Stock (public) · Focus Partners IRA $1,001 - $15,000
AMH American Homes 4 Rent Common Shares of Beneficial Interest · Stock (public) · Focus Partners IRA $1,001 - $15,000
BAGIX Baird Aggregate Bond Fund Institutional Class · Mutual fund $100,000
BAGIX Baird Aggregate Bond Fund Institutional Class · Mutual fund $100,000
Bank America Corp SER N Mtn MAT 11/10/28 Corporate bond · Focus Partners IRA $1,001 - $15,000
Bank America Corp Ser M Mtn MAT 3/5/29 Corporate bond · Focus Partners IRA $15,001 - $50,000
BlackRock Strategic Income Opportunities Portfolio $100,000
BlackRock Strategic Income Opportunities Portfolio $250,000
CACI CACI International, Inc. Class A Common Stock · Stock (public) · Focus Partners IRA $1,001 - $15,000
CDW CDW Corporation - Common Stock · Stock (public) · Focus Partners IRA $15,001 - $50,000
Capital One Finl Corp Note MAT 10/30/31 Corporate bond · Focus Partners IRA $1,001 - $15,000
Coca Cola Co Note MAT 5/13/34 Corporate bond · Focus Partners IRA None
Comcast Corp New Note Call Make Whole 4.25000% 10/15/2030 Corporate bond · Focus Partners IRA $1,001 - $15,000
ECOIX Ecofin Global Renewables Infrastructure Fund - Institutional Class · Mutual fund · Focus Partners Brokerage Account JT None
ECOIX Ecofin Global Renewables Infrastructure Fund - Institutional Class · Mutual fund · Focus Partners IRA $15,001 - $50,000
ECOIX Ecofin Global Renewables Infrastructure Fund - Institutional Class · Mutual fund · Focus Partners IRA $1,001 - $15,000
Elevance Health Inc. Note MAT 12/01/27 Corporate bond · Focus Partners IRA None
FXAIX Fidelity 500 Index Fund · Mutual fund $250,000
FIQZX Fidelity Advisor Intermediate Municipal Income Fund: Class Z · Mutual fund · Focus Partners Brokerage Account JT $15,001 - $50,000
Fidelity Advisor International Small Cap Fund - Class Z $100,000
FDRXX Fidelity Cash Reserves · Mutual fund $100,000
FDRXX Fidelity Cash Reserves · Mutual fund · Focus Partners IRA $1,001 - $15,000
FCNTX Fidelity Contra Fund · Mutual fund $250,000
FullerThaler Behavioral Small-Cap Growth Fund Institutional $100,000
QLTY GMO U.S. Quality ETF · Exchange-traded fund · Focus Partners Brokerage Account JT $15,001 - $50,000
GRHIX GOEHRING & ROZENCWAJG RESOURCES FUND INSTITUTIONAL CL · Mutual fund · Focus Partners IRA None
General MTRS Co Note MAT 10/15/32 Corporate bond · Focus Partners IRA $15,001 - $50,000
Goldman Sachs Group Inc Note 5.79800% 8/10/2026 Call Make Whole Corporate bond · Focus Partners IRA $1,001 - $15,000
GRHIX INSTITUTIONAL CL · Mutual fund · Focus Partners Brokerage Account JT $15,001 - $50,000
BSIIX Institutional · Mutual fund · Focus Partners Brokerage Account JT $15,001 - $50,000
BSIIX Institutional · Mutual fund · Focus Partners IRA $1,001 - $15,000
TSEGX Institutional Class · Mutual fund · Focus Partners Brokerage Account JT $15,001 - $50,000
TSEGX Institutional Class · Mutual fund · Focus Partners IRA $15,001 - $50,000
ICE Intercontinental Exchange Inc. Common Stock · Stock (public) · Focus Partners IRA $1,001 - $15,000
INTU Intuit Inc. - Common Stock · Stock (public) · Focus Partners IRA $1,001 - $15,000
ISRG Intuitive Surgical, Inc. - Common Stock · Stock (public) · Focus Partners IRA $15,001 - $50,000
JPM JP Morgan Chase & Co. Common Stock · Stock (public) · Focus Partners IRA $15,001 - $50,000
JPMorgan Chase & Co Note MAT 7/24/29 Corporate bond · Focus Partners IRA SP $1,001 - $15,000
J Jacobs Solutions Inc. Common Stock · Stock (public) · Focus Partners IRA $15,001 - $50,000
KKR KKR & Co. Inc. Common Stock · Stock (public) · Focus Partners IRA $1,001 - $15,000
KLAC KLA Corporation - Common Stock · Stock (public) · Focus Partners IRA None
LRCX Lam Research Corporation - Common Stock · Stock (public) · Focus Partners IRA $1,001 - $15,000
LIN Linde plc - Ordinary Shares · Stock (public) · Focus Partners IRA $1,001 - $15,000
Lowes Cos Inc Note MAT 4/15/30 Corporate bond · Focus Partners IRA $1,001 - $15,000
MA Mastercard Incorporated Common Stock · Stock (public) · Focus Partners IRA $1,001 - $15,000
MNCSX Mercer Non-US Core Equity Fund Class I · Mutual fund · Focus Partners Brokerage Account JT $15,001 - $50,000
MNCSX Mercer Non-US Core Equity Fund Class I · Mutual fund $100,000
MRK Merck & Company, Inc. Common Stock · Stock (public) · Focus Partners IRA $1,001 - $15,000
Meta Platforms Inc Note MAT 5/15/33 Corporate bond · Focus Partners IRA None
Microsoft Corp Note Call Make Whole 3.12500% 11/03/2025 Corporate bond · Focus Partners IRA $15,001 - $50,000
MSFT Microsoft Corporation - Common Stock · Stock (public) · Focus Partners IRA $1,001 - $15,000
MCO Moody's Corporation Common Stock · Stock (public) · Focus Partners IRA $15,001 - $50,000
Morgan Stanley Ser I MTN MAT 10/18/33 Corporate bond · Focus Partners IRA $15,001 - $50,000
NLSIX Neuberger Berman Long Short Fd Instl Cl · Mutual fund · Focus Partners Brokerage Account JT $1,001 - $15,000
NLSIX Neuberger Berman Long Short Fd Instl Cl · Mutual fund · Focus Partners IRA SP $15,001 - $50,000
NLSIX Neuberger Berman Long Short Fd Instl Cl · Mutual fund · Focus Partners IRA $1,001 - $15,000
OAYMX Oakmark Fund Advisor Class · Mutual fund · Focus Partners Brokerage Account JT $1,001 - $15,000
PNC PNC Financial Services Group, Inc. · Stock (public) · Focus Partners IRA $1,001 - $15,000
PANW Palo Alto Networks, Inc. · Stock (public) · Focus Partners IRA None
Pepsico Inc Note Call Make Whole 3.90000% 07/18/2032 Corporate bond · Focus Partners IRA $1,001 - $15,000
PEP Pepsico, Inc. · Stock (public) · Focus Partners IRA $1,001 - $15,000
PG Procter & Gamble Company · Stock (public) · Focus Partners IRA $1,001 - $15,000
QCOM QUALCOMM Incorporated - Common Stock · Stock (public) · Focus Partners IRA $1,001 - $15,000
NOW ServiceNow, Inc. Common Stock · Stock (public) · Focus Partners IRA $1,001 - $15,000
FTXSX Shares · Mutual fund · Focus Partners IRA $15,001 - $50,000
Simon PPTY Group LP Note MAT 10/01/35 Corporate bond · Focus Partners IRA $15,001 - $50,000
SPEM State Street SPDR Portfolio Emerging Markets ETF · Exchange-traded fund · Focus Partners IRA $15,001 - $50,000
SHRIX Stone Ridge High Yield Reinsurance Risk Premium Fd Cl I · Mutual fund · Focus Partners IRA $1,001 - $15,000
T Mobile USA Note MAT 2/1/28 Corporate bond · Focus Partners IRA $15,001 - $50,000
RPTIX T. Rowe Price Mid-Cap Growth Fund - I Class · Mutual fund · Focus Partners Brokerage Account JT $15,001 - $50,000
HSNFX The Hartford Strategic Income Fund Class F · Mutual fund $100,000
HSNFX The Hartford Strategic Income Fund Class F · Mutual fund · Focus Partners IRA $1,001 - $15,000
TMO Thermo Fisher Scientific Inc Common Stock · Stock (public) · Focus Partners IRA $1,001 - $15,000
Touchstone Sands Capital Emerging Markets Growth Fund $100,000
MVTIX Transamerica Mid Cap Value Opportunities Fund Class I · Mutual fund · Focus Partners IRA $1,001 - $15,000
TDG Transdigm Group Incorporated Common Stock · Stock (public) · Focus Partners IRA $1,001 - $15,000
US Treas Bills MAT 1/06/26 Government security · Focus Partners IRA SP $15,001 - $50,000
Union PAC Corp Note MAT 9/10/28 Corporate bond · Focus Partners IRA $1,001 - $15,000
URI United Rentals, Inc. Common Stock · Stock (public) · Focus Partners IRA $1 - $1,000
UNH UnitedHealth Group Incorporated Common Stock · Stock (public) · Focus Partners IRA $1,001 - $15,000
VFIAX Vanguard 500 Index Fd Admiral Shs · Mutual fund · Focus Partners IRA None
VBIAX Vanguard Balanced Index Fd Admiral Shs · Mutual fund $100,000
VEIRX Vanguard Equity Income Fund Admiral Shares · Mutual fund $100,000
Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs $250,000
VTEB Vanguard Tax-Exempt Bond ETF · Exchange-traded fund $250,000
VEEV Veeva Systems Inc. Class A Common Stock · Stock (public) · Focus Partners IRA $1,001 - $15,000
IXUS iShares Core MSCI Total International Stock ETF · Exchange-traded fund · Focus Partners IRA SP $1,001 - $15,000
IXUS iShares Core MSCI Total International Stock ETF · Exchange-traded fund · Focus Partners IRA $1,001 - $15,000
ISCG iShares Morningstar Small-Cap Growth ETF · Exchange-traded fund $100,000
IVE iShares S&P 500 Value ETF · Exchange-traded fund $100,000
Show all 94

Current holdings

BJ Last activity: Sale Mar 3, 2025
ACN Last activity: Purchase Feb 5, 2025
ARMK Last activity: Purchase Feb 5, 2025
MSFT Last activity: Purchase Feb 5, 2025
PEP Last activity: Purchase Feb 5, 2025
KLAC Last activity: Purchase Jan 24, 2025
LRCX Last activity: Sale Jan 24, 2025
CSGP Last activity: Purchase Jan 21, 2025
ABNB Last activity: Sale Jan 7, 2025
AMZN Last activity: Purchase Jan 7, 2025
FI Last activity: Purchase Jan 7, 2025
Show all 11

Top investments by return

ABNB Sale Jan 7, 2025 +19.0%
LRCX Sale Jan 24, 2025 +11.0%
CSGP Purchase Jan 21, 2025 +4.9%
MSFT Purchase Feb 5, 2025 +4.8%
ARMK Purchase Feb 5, 2025 -0.6%

Full activity log

DateTicker / AssetTypeAmountOversight
Aug 11, 2026 Alphabet Inc Purchase $1,001 - $15,000 —
Jun 30, 2026 Capital One Finl Corp Purchase $1,001 - $15,000 —
Jun 30, 2026 Hca Inc Purchase $15,001 - $50,000 —
May 8, 2026 JPM Purchase $1,001 - $15,000 —
May 8, 2026 Northrop Grumman Corp Purchase $1,001 - $15,000 —
May 8, 2026 Simon Ppty Group Purchase $1,001 - $15,000 —
May 8, 2026 Vmware Llc Purchase $1,001 - $15,000 —
May 6, 2026 The Campbells Company Sale $15,001 - $50,000 —
Apr 30, 2026 US Treasury Purchase $1,001 - $15,000 —
Apr 29, 2026 Otis Worldwide Corp Purchase $1,001 - $15,000 —
Apr 17, 2026 T Mobile Usa Inc Purchase $1,001 - $15,000 —
Mar 26, 2026 US Treasury Purchase $50,001 - $100,000 —
Feb 20, 2026 Alphabet Inc Purchase $1,001 - $15,000 —
Feb 20, 2026 Chubb Ina Hldgs Purchase $1,001 - $15,000 —
Feb 20, 2026 US Treasury Purchase $1,001 - $15,000 —
Feb 4, 2026 US Treasury Purchase $1,001 - $15,000 —
Feb 4, 2026 Vmware Llc Purchase $1,001 - $15,000 —
Jan 26, 2026 US Treasury Purchase $1,001 - $15,000 —
Jan 8, 2026 US Treasury Purchase $1,001 - $15,000 —
Dec 5, 2025 Comcast Corp Sale $1,001 - $15,000 —
Aug 18, 2025 Simon Ppty Group Purchase $1,001 - $15,000 —
Jun 9, 2025 Pepsico Inc Sale $1,001 - $15,000 —
May 15, 2025 Microsoft Corp Sale $1,001 - $15,000 —
Mar 6, 2025 BAC Purchase $1,001 - $15,000 —
Mar 6, 2025 JPM Purchase $1,001 - $15,000 —
Mar 3, 2025 BJ Sale $1,001 - $15,000 —
Feb 28, 2025 GS Purchase $15,001 - $50,000 —
Feb 6, 2025 Coca Cola Co Purchase $15,001 - $50,000 —
Feb 6, 2025 General Mtrs Co Purchase $1,001 - $15,000 —
Feb 6, 2025 The Campbells Company Purchase $15,001 - $50,000 —
Feb 6, 2025 WFC Purchase $15,001 - $50,000 —
Feb 5, 2025 ACN Purchase $1,001 - $15,000 —
Feb 5, 2025 ARMK Purchase $1,001 - $15,000 —
Feb 5, 2025 MSFT Purchase $1,001 - $15,000 —
Feb 5, 2025 PEP Purchase $1,001 - $15,000 —
Jan 24, 2025 KLAC Purchase $1,001 - $15,000 —
Jan 24, 2025 LRCX Sale $1,001 - $15,000 —
Jan 21, 2025 CSGP Purchase $1,001 - $15,000 —
Jan 7, 2025 ABNB Sale $1,001 - $15,000 —
Jan 7, 2025 AMZN Purchase $1,001 - $15,000 —
Jan 7, 2025 FI Purchase $1,001 - $15,000 —