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Scott Franklin's Trade Disclosure

Filing Date:2025-03-18
Party:democrat
District:FL-18

In a recent financial disclosure filed on March 18, 2025, Democratic politician Scott Franklin from Florida's 18th district reported a series of trades involving notable companies and investment funds.

On February 26, 2025, Franklin made significant investments in Amazon.com, Inc. (AMZN), purchasing shares in three separate transactions. The first and third transactions were valued between $1,001 and $15,000 each, while the second transaction was a larger investment ranging from $50,001 to $100,000. This indicates a substantial interest in Amazon, suggesting confidence in the company's future performance.

Additionally, Franklin diversified his portfolio with investments in the Fidelity Advisor Total Bond CL Z fund. On February 19, 2025, he made three purchases, the first for $800, and the subsequent two within the range of $1,001 to $15,000 each. This move may reflect a strategy to balance his portfolio with more stable, income-generating assets.

Earlier, on February 18, 2025, Franklin also acquired shares in Lockheed Martin Corporation (LMT), with a purchase amount between $1,001 and $15,000. This investment in a major defense contractor could be seen as a bet on the continued strength of the defense sector.

In contrast, Franklin divested from Costco Wholesale Corporation (COST) on January 28, 2025. He sold shares in two transactions, the first valued between $1,001 and $15,000, and the second ranging from $50,001 to $100,000. This suggests a strategic reallocation of resources, possibly to capitalize on gains or adjust his investment focus.

Overall, Franklin's trades reflect a mix of aggressive growth strategies with Amazon and Lockheed Martin, coupled with a conservative approach through bond fund investments, while reallocating resources away from Costco.

Transaction DateTypeSymbolAmountNotes
Feb 26, 2025Buy$1,001 - $15,000Amazon.com, Inc. - Common Stock (AMZN) [ST]
Feb 26, 2025Buy$1,001 - $15,000Amazon.com, Inc. - Common Stock (AMZN) [ST]
Feb 26, 2025Buy$50,001 - $100,000Amazon.com, Inc. - Common Stock (AMZN) [ST]
Feb 19, 2025Buy$800.00Fidelity Advisor Total Bond CL Z [GS]
Feb 19, 2025Buy$1,001 - $15,000Fidelity Advisor Total Bond CL Z [GS]
Feb 19, 2025Buy$1,001 - $15,000Fidelity Advisor Total Bond CL Z [GS]
Feb 18, 2025Buy$1,001 - $15,000Lockheed Martin Corporation Common Stock (LMT) [ST]
Jan 28, 2025Sell$50,001 - $100,000Costco Wholesale Corporation - Common Stock (COST) [ST]
Jan 28, 2025Sell$1,001 - $15,000Costco Wholesale Corporation - Common Stock (COST) [ST]