
D Democrat House · Democrat · NY, District 25 — U.S. Representative (NY-25)
Every stock, fund and option trade Joseph D. Morelle has disclosed under the STOCK Act, with the filed value brackets, holdings from the latest annual disclosure and net worth as filed.
Trade date, the asset as named in the filing, the bracket filed and the number of days between the trade and its disclosure (the STOCK Act allows 45).
No stock, fund or option trades on file.
From the 2025 annual disclosure (as of Dec 31, 2025), updated by trades filed since.
| Asset | Class | Value (filed) | % of net worth | Last trade | As of |
|---|---|---|---|---|---|
| —D: Money Market Account Invesco Dynamic Leisure and Entertainment ETF | Fund | $15K – $50K | 5.1% | — | |
| —Vanguard Mid-Cap Index Fund ETF | Fund | $15K – $50K | 5.1% | — | |
| VTVVanguard Value ETF | Fund | $15K – $50K | 5.1% | — | |
| —Putnam Growth Opportunities Fund Class A | Fund | $1K – $15K | 1.2% | — | |
| —Putnam Sustainable Leaders Fund Class A | Fund | $1K – $15K | 1.2% | — | |
| BSIIXBlackRock Strategic Income Opportunities Portfolio - Institutional | Fund | $1K – $15K |
| Report year | Filed | Net worth (midpoint) | Filed bracket |
|---|---|---|---|
| 2025 | Aug 12, 2026 | $643K | $338K – $947K |
Information and analytics, not investment advice. Source: House Clerk / Senate eFD disclosures.
| 1.2% |
| — |
| FPACXFPA Funds Trust, FPA Crescent Portfolio Institutional Class | Fund | $1K – $15K | 1.2% | — |
| FPNIXFPA New Income Institutional Class | Fund | $1K – $15K | 1.2% | — |
| PFIUXPIMCO Dynamic Bond Fund Class INSTL | Fund | $1K – $15K | 1.2% | — |
| PRWCXT. Rowe Price Capital Appreciation Fund | Fund | $1K – $15K | 1.2% | — |
| IFAFXThe Income Fund of America, Class F-1 Shares | Fund | $1K – $15K | 1.2% | — |
| VWENXVanguard Wellington Fund Admiral Shares | Fund | $1K – $15K | 1.2% | — |
| PEYAXPutnam Equity Income Fund Class A | Fund | $1 – $1K | 0.1% | — |
| IGSBiShares 1-5 Year Investment Grade Corporate Bond ETF | Fund | Not disclosed | — | — |
The listed stock, fund and option positions cover 26.5% of the filed net worth; the rest is real estate, cash, debt and other assets the filing does not itemize by ticker.