Andy Barr Net Worth & Financial Disclosure

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Annual financial disclosure for 2024, filed August 11, 2025. Includes 58 assets and 1 liabilities.

Year:

2024 2013 2012

Est. Net Worth

$1.1M

2024 annual disclosure

Total Assets

$955K - $2.8M

58 assets

Total Liabilities

$500K - $1M

1 liabilities

Total Trades

From PTR filings

Trade Volume

$664K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2012	$120K
2013	$107K
2024	$1.1M

Assets by Category

ETFs$779K (31)

Bank & Cash$598K (12)

Mutual Funds$396K (8)

Other$41K (2)

Insurance$24K (3)

Stocks$16K (2)

Top Stock Holdings (from trades)

Garland Barr IRA ⇒ iShares Russell 1000 Growth ETFIWF

$75K

Garland Barr IRA ⇒ SPDR S&P 500SPY

$75K

Baird After-tax holdings ⇒ Vanguard Intermediate-Term Bond ETFBIV

$75K

Garland Barr IRA ⇒ iShares Russell 1000 Value ETFIWD

$75K

Garland Barr IRA ⇒ iShares Russell 2000 ETFIWM

Baird After-tax holdings ⇒ SPDR S&P MidCap 400 ETF TrustMDY

$33K

Baird After-tax holdings ⇒ Virtus Equity & Convertible Income FundXNIEX

$33K

Garland Barr IRA ⇒ iShares Russell Mid-Cap ETFIWR

$33K

All Assets (58)

Asset	Type	Owner	Value	Income
Chase Checkings/Savings Account	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
Fifth Third Bank	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Forcht Bank	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
GS Savings Account	Bank & Cash	Spouse	$100,001 - $250,000	Interest $2,501 - $5,000
KeyCorp(KEY)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
KY Employees Retirement System	Other	Self	$15,001 - $50,000	None
Live Oak CD	Bank & Cash	Spouse	$15,001 - $50,000	Interest $201 - $1,000
NW Mutual 65 Life	Insurance	Self	$1,001 - $15,000	None
NW Mutual 65 Life Supplemental	Insurance	Self	$1,001 - $15,000	None
NW Mutual 90 Whole Life	Insurance	Self	$1,001 - $15,000	None
Pfizer, Inc.(PFE)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
VUSXX Vanguard Money Market	Bank & Cash	Spouse	$100,001 - $250,000	Interest $5,001 - $15,000
Baird After-tax holdings ⇒ Baird Money Market and Savings KY, US	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Baird After-tax holdings ⇒ Eleanor Barr Trust KY, US	Bank & Cash	Self	$50,001 - $100,000	Dividends, Interest $1,001 - $2,500
Baird After-tax holdings ⇒ First Trust Cap Strength(FTCS) KY, US	ETFs	Self	$15,001 - $50,000	Dividends, Interest $201 - $1,000
Baird After-tax holdings ⇒ Mary Clay Barr Trust KY, US	Bank & Cash	Self	$50,001 - $100,000	Dividends, Interest $1,001 - $2,500
Baird After-tax holdings ⇒ SPDR S&P 500 ETF(SPY) KY, US	ETFs	Self	$50,001 - $100,000	Dividends, Interest $1,001 - $2,500
Baird After-tax holdings ⇒ Vanguard Russell 1000 Growth Index FD ETF(VONG) KY, US	ETFs	Self	$50,001 - $100,000	Dividends, Interest $1,001 - $2,500
Eleanor Barr 529 ⇒ The Growth Fund of America 529A KY	Mutual Funds	Self	$100,001 - $250,000	Tax-Deferred
Garland Barr IRA ⇒ Cash (HSBC Bank USA)	Bank & Cash	Self	$1 - $1,000	Tax-Deferred
Garland Barr IRA ⇒ iShares Russell 1000 Growth ETF(IWF)	ETFs	Self	$50,001 - $100,000	Tax-Deferred
Garland Barr IRA ⇒ iShares Russell 1000 Value ETF(IWD)	ETFs	Self	$50,001 - $100,000	Tax-Deferred
Garland Barr IRA ⇒ iShares Russell 2000 ETF(IWM)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
Garland Barr IRA ⇒ iShares Russell Mid-Cap ETF(IWR)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
Garland Barr IRA ⇒ SPDR S&P 500(SPY)	ETFs	Self	$50,001 - $100,000	Tax-Deferred
John Hancock IRA ⇒ John Hancock Disciplined Value International Fund Class A(JDIBX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
John Hancock IRA ⇒ John Hancock Funds II Blue Chip Growth Fund Class A(JBGAX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
John Hancock IRA ⇒ John Hancock Funds II Multimanager 2050 Lifetime Portfolio Class A(JLKAX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
Mary Clay Barr 529 ⇒ New Perspective Fund 529A KY	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
Mary Clay Barr 529 ⇒ The Growth Fund of America 529A KY	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
NW Mutual ⇒ iShares Core S&P Mid-Cap ETF(IJH) US	ETFs	Self	$15,001 - $50,000	Dividends, Interest $201 - $1,000
NW Mutual ⇒ iShares Core S&P Small-Cap ETF(IJR) US	ETFs	Self	$1,001 - $15,000	Dividends, Interest $1 - $200
NW Mutual ⇒ iShares Inc Msci Eurzone ETF(EZU) US	ETFs	Self	$1,001 - $15,000	Dividends, Interest $1 - $200
NW Mutual ⇒ iShares Inc MSCI Frontier(FM) US	ETFs	Self	$1,001 - $15,000	Dividends, Interest $201 - $1,000
NW Mutual ⇒ Ishares TR National MUN ETF(MUB) US	ETFs	Self	$1,001 - $15,000	Dividends, Interest $201 - $1,000
NW Mutual ⇒ NW Mutual Money Market US	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
NW Mutual ⇒ SPDR S&P 500(SPY) US	Mutual Funds	Self	$15,001 - $50,000	Dividends, Interest $201 - $1,000
NW Mutual ⇒ SPDR SER TR Nuveen BLMBRG ST MBF(SHM) US	ETFs	Self	$15,001 - $50,000	Dividends, Interest $201 - $1,000
NW Mutual ⇒ SPDR SER TR Nuveen BRC MUNIC(TFI) US	ETFs	Self	$1,001 - $15,000	Dividends, Interest $201 - $1,000
NW Mutual ⇒ SPDR Trust SPDR S&P 500 Value ETF(SPYV) US	ETFs	Self	$15,001 - $50,000	Dividends, Interest $201 - $1,000
NW Mutual ⇒ Vanguard FTSE Developed Markets ETF(VEA) US	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
NW Mutual ⇒ Hale Barr 529 ⇒ American Funds College 2039 Fund - 529A KY	Other	Self	$1,001 - $15,000	Tax-Deferred
TIAA Brokerage Account ⇒ Blackstone Mortgage Trust, Inc. Common Stock(BXMT)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
TIAA Brokerage Account ⇒ Invesco QQQ Trust, Series 1(QQQ)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
TIAA Brokerage Account ⇒ SPDR Dow Jones Industrial Average ETF(DIA)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
TIAA Brokerage Account ⇒ SPDR S&P 500(SPY)	ETFs	Spouse	$15,001 - $50,000	Tax-Deferred
TIAA Brokerage Account ⇒ TIAA Brokerage Sweep Account	Bank & Cash	Spouse	$1 - $1,000	Tax-Deferred
TIAA Brokerage Account ⇒ Vanguard Total Bond Market ETF(BND)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
Wells Fargo Advisors ⇒ ARK Innovative ARKK(ARKK) Louisville, KY, US	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
Wells Fargo Advisors ⇒ Energy Select Sector SPDR Fund XLE(XLE) Louisville, KY, US	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Wells Fargo Advisors ⇒ First Trust DJ Internet Index Fund FDN(FDN) Louisville, KY, US	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Wells Fargo Advisors ⇒ First Trust NASDQ Bank FTXO ETF(FTXO) Louisville, KY, US	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Wells Fargo Advisors ⇒ First Trust Small Cap Growth AlphaDex FYC(FYC) Louisville, KY, US	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Wells Fargo Advisors ⇒ Invesco Senior Loan BKLN(BKLN) Louisville, KY, US	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Wells Fargo Advisors ⇒ iShares Core S&P 500 IVV(IVV) Louisville, KY, US	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Wells Fargo Advisors ⇒ iShares Micro Cap IWC(IWC) Louisville, KY, US	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Wells Fargo Advisors ⇒ SPDR S&P Metals & Mining XME ETF(XME) Louisville, KY, US	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Wells Fargo Advisors ⇒ SPDR S&P Regional Banking ETF(KRE) Louisville, KY, US	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Forcht Bank	mortgage	$500,001 - $1,000,000	—	—

Trading Sector Allocation (from PTR trades)

Healthcare$24K

Consumer Cyclical$8K

Energy$33K

Financial Services$347K

Technology$83K

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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).