A. Mitchell McConnell, Jr.
A. Mitchell McConnell, Jr. Net Worth & Financial Disclosure
senateAnnual financial disclosure for 2023, filed August 13, 2024. Includes 105 assets.
Est. Net Worth
$43.7M
2023 annual disclosure
Total Assets
$17.7M - $69.7M
105 assets
Total Liabilities
$0
0 liabilities
Total Trades
49
From PTR filings
Trade Volume
$1.5M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2023 | $43.7M |
| 2024 | $59.1M |
| 2025 | $53M |
Assets by Category
Other$29.5M (46)
Bank & Cash$73K (6)
Top Stock Holdings (from trades)
All Assets (105)
| Asset | Value |
|---|---|
Republic Bank and Trust Louisville, KY | $1,001 - $15,000 |
MNNAX - Victory Munder Multi-Cap A | $50,001 - $100,000 |
VHCAX-Vanguard Capital Opportunity Adm (NASDAQ) | $500,001 - $1,000,000 |
VSIAX-Vanguard Small Cap Value Index Admiral (NASDAQ) | $500,001 - $1,000,000 |
VFIAX-Vanguard 500 Index Admiral (NASDAQ) | $500,001 - $1,000,000 |
Mitch IRA MLPA | N/A |
Vanguard 529 College Savings Plan | N/A |
Vanguard 529 College Savings Plan | N/A |
VMMXX-Vanguard Money Market Reserves (NASDAQ) | $15,001 - $50,000 |
| $100,001 - $250,000 | |
| $100,001 - $250,000 | |
VXUS - Vanguard Total International Stock Index Fund ETF | $1,000,001 - $5,000,000 |
| $5,000,001 - $25,000,000 | |
Real Property with Carriage House Rental | $1,000,001 - $5,000,000 |
VMLUX - Vanguard Ltd Term Tax Exempt Admiral CL | $50,001 - $100,000 |
UBS Pension Trust (9 items) | N/A |
(Heritage Foundation 403(b)) VFIAX-Vanguard 500 Index Admiral | $50,001 - $100,000 |
(Heritage Foundation 403(b)) PREIX-T. Rowe Price Equity Index 500 (NASDAQ) | $250,001 - $500,000 |
(Heritage Foundation 403(b)) VTSAX - Vanguard Total Stock Market Index Fund Admiral Sha | $100,001 - $250,000 |
(Heritage Foundation Retirement) SWGXX - Schwab Government Money Fund | N/A |
(Heritage Foundation Retirement) ARTKX-Artisan International Value Investor | $15,001 - $50,000 |
(Heritage Foundation Retirement) BARAX-Baron Asset Retail | $15,001 - $50,000 |
(Heritage Foundation Retirement) FAIRX-Fairholme | $15,001 - $50,000 |
(Heritage Foundation Retirement) LSBDX-Loomis Sayles Bond Instl | $1,001 - $15,000 |
(Heritage Foundation Retirement) OAKMX-Oakmark I | $15,001 - $50,000 |
(Heritage Foundation Retirement) RSEIX-Royce Special Equity Instl | $1,001 - $15,000 |
(Heritage Foundation Retirement) SLASX-Selected American Shares S | $15,001 - $50,000 |
(Heritage Foundation Retirement) PRMSX-T. Rowe Price Emerging Markets Stock | $1,001 - $15,000 |
(Heritage Foundation Retirement) VGSLX-Vanguard REIT Index Adm | $1,001 - $15,000 |
(Heritage Foundation Retirement) WIIBX - Segall Bryant & Hamill Plus Bond Fund Institutional | $1,001 - $15,000 |
DWS Capital Growth VIP (Variable Interest Portfolio) Fund | $250,001 - $500,000 |
Truist Solid Choice Banking Washington, DC | $1,001 - $15,000 |
Truist Advantage Money Market Account Washington, DC | $1,001 - $15,000 |
Truist Business Checking (Firebird International LLC) Washington, DC | $15,001 - $50,000 |
Truist Business Money Market Performance (Firebird International LLC) Washington, DC | $1,001 - $15,000 |
Truist Personal Savings Account Washington, DC | $1,001 - $15,000 |
UBS IRA (7 items) | N/A |
| $250,001 - $500,000 | |
| $100,001 - $250,000 | |
| $500,001 - $1,000,000 | |
| $50,001 - $100,000 | |
| $100,001 - $250,000 | |
Vanguard IRA Account | N/A |
Elaine L Chao Revocable Trust | N/A |
UBS PSP | N/A |
WFC-Wells Fargo & Company (NYSE) | $1,000,001 - $5,000,000 |
Fidelity Kroger Stock Account | N/A |
Fidelity Embark Account | N/A |
UBS Hyliion Account | N/A |
E-Trade ChargePoint Account | N/A |
Fidelity Luminar Technologies Account | N/A |
Chariot Parent, LLC d/b/a Chamberlain Group Incentive Units | N/A |
Trading Sector Allocation (from PTR trades)
Industrials$525K
Financial Services$288K
Basic Materials$375K
Retail Trade$8K
Technology$41K
Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).