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Andy Barr

Andy Barr Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 15, 2013. Includes 21 assets and 1 liabilities.

Year:
202420132012
Est. Net Worth
$107K
2013 annual disclosure
Total Assets
$154K - $410K
21 assets
Total Liabilities
$100K - $250K
1 liabilities
Total Trades
30
From PTR filings
Trade Volume
$664K
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2012$120K
2013$107K
2024$1.1M

Assets by Category

Stocks$282K (6)
Mutual Funds$0 (2)
Retirement & Pension$0 (7)
Insurance$0 (4)
Bank & Cash$0 (1)
Other$0 (1)

Top Stock Holdings (from trades)

IWF
Garland Barr IRA ⇒ iShares Russell 1000 Growth ETFIWF
$75K
SPY
Garland Barr IRA ⇒ SPDR S&P 500SPY
$75K
BIV
Baird After-tax holdings ⇒ Vanguard Intermediate-Term Bond ETFBIV
$75K
IWD
Garland Barr IRA ⇒ iShares Russell 1000 Value ETFIWD
$75K
IWM
Garland Barr IRA ⇒ iShares Russell 2000 ETFIWM
$33K
VAL
Valaris LimitedVAL
$33K
CYN
CYNGN INCCYN
$33K
MDY
Baird After-tax holdings ⇒ SPDR S&P MidCap 400 ETF TrustMDY
$33K
Baird After-tax holdings ⇒ Virtus Equity & Convertible Income FundXNIEX
$33K
IWR
Garland Barr IRA ⇒ iShares Russell Mid-Cap ETFIWR
$33K

All Assets (21)

AssetValue
KKR CAP(KKR)
$50,001 - $100,000
Pfizer Inc.(PFE)
$100,001 - $250,000
General Electric(GE)
$1,001 - $15,000
Johnson & Johnson(JNJ)
$1,001 - $15,000
McDonald's Corp.(MCD)
$1,001 - $15,000
PNC Services Act(PNC)
$1,001 - $15,000
Vanguard Growth Fund
N/A
Vanguard Intermediate-Term Bond Fund
N/A
401k Humana Savings Plan
N/A
401k Humana Stock Fund
N/A
401k Enbridge Inc Fund(ENB)
N/A
401k Franklin U.S. Fund
N/A
401k Vanguard 500 Index Fund
N/A
401k Ivy Asset Strategy
N/A
VUL Prudential Insurance Co
N/A
401k American Fund
N/A
Highland Oaks Money Market
N/A
Northwestern Mutual Life Insurance Co
N/A
American National Life Insurance
N/A
AAA Variable Life
N/A
Prudential - BlackRock
N/A

Liabilities (1)

CreditorTypeAmount
Bank of Americamortgage$100,001 - $250,000

Trading Sector Allocation (from PTR trades)

Healthcare$24K
Consumer Cyclical$8K
Energy$33K
Financial Services$347K
Technology$83K
Andy Barr tradesWealthiest membersMost active tradersKY delegationArticles
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).
Andy Barr Net Worth & Financial Disclosure 2013: Assets & Portfolio | Congress Stock Tracker