CapitolMarkets
Peter Welch
U.S. Senator

Peter Welch

DSenateVermont

U.S. Senator (D) for Vermont, 79 years old.

Tenure
Senator since 2007
Born
Springfield, Hampden County, Mass., 1947
Prior career
  • lawyer
Full biography

WELCH, Peter, a Senator and a Representative from Vermont; born in Springfield, Hampden County, Mass., May 2, 1947; graduated from Cathedral High School, Springfield, Mass.; A.B., College of the Holy Cross, Worcester, Mass.; 1969; J.D., University of California, Berkeley, Calif., 1973; lawyer, private practice; member of the Vermont state senate, 1981-1989, 2002-2007, minority leader, 1983-1985, president pro tempore, 1985-1989, 2003-2007; unsuccessful candidate for nomination to the One Hundred First Congress in 1988; elected as a Democrat to the One Hundred Tenth and to the seven succeeding Congresses (January 3, 2007-January 3, 2023); was not a candidate for reelection to the House of Representatives but was elected as a Democrat to the United States Senate in 2022 for the term ending January 3, 2029.

Source: U.S. Congress Bioguide / public-record corporate filings.

Year-to-date performance
No priced trades disclosed this year yet.
Numbers populate once a disclosed trade is in a public-equity ticker we can price.
Profitable trades
No activity in window
Senate rank
13
Total trades
$0
Volume YTD
856d
Avg hold
6
Conflicts

Public financial disclosure

Self-reported via the Senate EFD annual disclosure — values are disclosed as ranges, not exact dollars.

Disclosed net worth
13 sector overlaps
$7M $19.3M
Assets minus liabilities, summed across the 25+ disclosed positions.
Liabilities
$50K$100K
Form
Annual Report
Filed
May 2026
Holdings in agency’s regulated sectors

Disclosed positions whose sector overlaps with this agency’s jurisdiction. Structural — not an accusation of wrongdoing. Cabinet officials typically divest these at confirmation.

  • FDGRXFidelity Growth Company Fund Retail Class$250,001 - $500,000
    Consumer CyclicalSenator on 3 committees including Committee on Agriculture, Nutrition, and Forestry holds Consumer Cyclical-sector security; this committee has substantive jurisdiction over this sector.
  • XLVSPDR Select Sector Fund - Health Care$100,001 - $250,000
    HealthcareSenator on 3 committees including Committee on Agriculture, Nutrition, and Forestry holds Healthcare-sector security; this committee has substantive jurisdiction over this sector.
  • XLKSPDR Select Sector Fund - Technology$100,001 - $250,000
    TechnologySenator on 3 committees including Committee on Agriculture, Nutrition, and Forestry holds Technology-sector security; this committee has substantive jurisdiction over this sector.
  • XLBMaterials Select Sector SPDR$100,001 - $250,000
    Basic MaterialsSenator on 3 committees including Committee on Agriculture, Nutrition, and Forestry holds Basic Materials-sector security; this committee has substantive jurisdiction over this sector.
  • XLKSPDR Select Sector Fund - Technology$100,001 - $250,000
    TechnologySenator on 3 committees including Committee on Agriculture, Nutrition, and Forestry holds Technology-sector security; this committee has substantive jurisdiction over this sector.
  • XLVSPDR Select Sector Fund - Health Care$50,001 - $100,000
    HealthcareSenator on 3 committees including Committee on Agriculture, Nutrition, and Forestry holds Healthcare-sector security; this committee has substantive jurisdiction over this sector.
View original filing (PDF)
Largest holdings
  1. 1.FDRXXFidelity Government Cash Reserves$1,000,001 - $5,000,000
  2. 2.VTIVanguard Total Stock Market ETF$250,001 - $500,000
  3. 3.FCVSXFidelity Convertible Securities Fund$250,001 - $500,000
  4. 4.FDRXXFidelity Government Cash Reserves$250,001 - $500,000
  5. 5.FCNTXFidelity Contra Fund$250,001 - $500,000
  6. 6.FDGRXFidelity Growth Company Fund Retail ClassConsumer Cyclical$250,001 - $500,000
  7. 7.XLISPDR Select Sector Fund - Industrial$250,001 - $500,000
  8. 8.SPLGSPDR Portfolio S&P 500 ETF$250,001 - $500,000
  9. 9.VGPMXVanguard Global Capital Cycles Fund Investor Sha$250,001 - $500,000
  10. 10.SNVXXCharles Schwab Government Money Market$250,001 - $500,000
  11. 11.XLVSPDR Select Sector Fund - Health CareHealthcare$100,001 - $250,000
  12. 12.FIUIXFidelity Utilities Fund$100,001 - $250,000
  13. 13.SPAXXFidelity Government Money Market Fund$100,001 - $250,000
  14. 14.VWIUXVanguard Intermediate-Term Tax-Exempt Fd Admiral$100,001 - $250,000
  15. 15.VTSAXVanguard Total Stock Market Index Fund - Admiral Shares$100,001 - $250,000
  16. 16.XLBMaterials Select Sector SPDRBasic Materials$100,001 - $250,000
  17. 17.VMLUXVanguard Limited-Term Tax-Exempt Fd Admiral Shs$100,001 - $250,000
  18. 18.VTIVanguard Total Stock Market ETF$100,001 - $250,000
  19. 19.FCNTXFidelity Contra Fund$100,001 - $250,000
  20. 20.SUSAiShares MSCI USA ESG Select ETF$100,001 - $250,000
  21. 21.VWLUXVanguard Long-Term Tax-Exempt Fd Admiral Shs$100,001 - $250,000
  22. 22.First American Government Obligations Fund$100,001 - $250,000
  23. 23.RPVInvesco S&P 500 Pure Value ETF$100,001 - $250,000
  24. 24.VEUVanguard FTSE All World Ex US ETF$100,001 - $250,000
  25. 25.FBALXFidelity Balanced Fund$100,001 - $250,000

Track record by window

5 years
Gross flow$313.5K
Trades19
Bought / Sold0·19
Open book0%

Disclosed trades · 13

All filings →
Filed Aug 13, 2022·traded Jul 16, 2019
bought
V
(VAIAF)(VAIAF)$1K-$15K
1124 days to disclose · 1079 past 45-day windowprice pending
Filed Dec 17, 2021·traded Nov 26, 2021
sold
U
Union Pacific Corporation (UNP)(UNP)$15K-$50K
21 days to disclose
Missed gain·$3.9K-12.1%
+43.5% vs S&P 500
Filed Dec 17, 2021·traded Nov 19, 2021
soldQualcomm(QCOM)$15K-$50K
28 days to discloseprice pending
Technology · Committee on the Judiciary
Filed Dec 17, 2021·traded Nov 18, 2021
sold
K
(KYOCF)(KYOCF)$1K-$15K
29 days to disclose
Smart sell·+$184+2.3%
+54.3% vs S&P 500
Filed Dec 17, 2021·traded Nov 18, 2021
sold
M
Mitek Systems, Inc. (MITK)(MITK)$1K-$15K
29 days to disclose
Smart sell·+$1.6K+20.3%
+72.2% vs S&P 500
Filed Dec 17, 2021·traded Nov 18, 2021
sold
V
(VAIAF)(VAIAF)$15K-$50K
29 days to disclose
Smart sell·+$1.7K+5.2%
+57.2% vs S&P 500
Filed Dec 17, 2021·traded Nov 18, 2021
sold
T
Tennant Company (TNC)(TNC)$15K-$50K
29 days to disclose
Smart sell·+$402+1.2%
+53.2% vs S&P 500
Filed Dec 17, 2021·traded Nov 18, 2021
sold
A
Agilent Technologies, Inc. (A)(A)$1K-$15K
29 days to disclose
Smart sell·+$2.3K+28.7%
+80.7% vs S&P 500
Healthcare · Committee on Finance
Filed Dec 17, 2021·traded Nov 18, 2021
sold
C
Cerner Corporation (CERN)(CERN)$15K-$30K
29 days to discloseprice pending
Healthcare · Committee on Finance
Filed Dec 17, 2021·traded Nov 18, 2021
soldU.S. bancorp (USb)(USB)$15K-$50K
29 days to discloseprice pending
Banking · Committee on Finance
Filed Dec 17, 2021·traded Sep 2, 2021
soldCisco Systems, Inc. (CSCO)(CSCO)$1K-$15K
106 days to disclose · 61 past 45-day window
Flat·+0.0%
+133.3% vs S&P 500
Technology · Committee on the Judiciary
Filed Dec 3, 2021·traded Nov 3, 2021
soldWells Fargo & Company (WFC)(WFC)$1K-$15K
30 days to disclose
Missed gain·$4.2K-52.7%
+0.9% vs S&P 500
Banking · Committee on Finance
Filed Nov 9, 2021·traded Sep 17, 2021
soldExxon mobil Corporation (XOm)(XOM)$1K-$15K
53 days to disclose · 8 past 45-day windowprice pending

Their record vs the S&P 500

8 priced trades compared to a same-direction S&P 500 benchmark.

Politician portfolio$1.9K
S&P 500 benchmark$79.3K
Alpha+$77.4K
Gold line = cumulative dollar P&L · Dashed = S&P 500 over same window · Bars = monthly trade volume

Oversight committees · 4

Click any committee to see what it actually does, which sectors it regulates, and why each sector tag was attached. Sources cited.

Recent legislative activity · 40 bills

20 sponsored, 20 cosponsored in the 119th Congress. Color-coded by sector — yellow chips mark bills that overlap a sector this politician has actually traded in.