Anthony Constantino Net Worth & Financial Disclosure

house

Candidate financial disclosure for 2026, filed May 20, 2026. Includes 442 assets and 2 liabilities.

Year:

2026

Est. Net Worth

$34.2M

2026 candidate report

Total Assets

$53.8M - $14.7M

442 assets

Total Liabilities

$60K - $115K

2 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

LLC / Partnership$25M (1)

Stocks$5.7M (415)

ETFs$3.1M (21)

Bank & Cash$458K (3)

Mutual Funds$16K (2)

All Assets (442)

Asset	Type	Owner	Value	Income
3M Company Common Stock(MMM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
AbbVie Inc. Common Stock(ABBV)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
ABM Industries Incorporated Common Stock(ABM)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Adobe Inc. - Common Stock(ADBE)	Stocks	Self	$1 - $1,000	None
Advanced Micro Devices, Inc. - Common Stock(AMD)	Stocks	Self	$15,001 - $50,000	None
Affiliated Managers Group, Inc. Common Stock(AMG)	Stocks	Self	$1 - $1,000	Dividends $0 - $0
AFLAC Incorporated Common Stock(AFL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Agilent Technologies, Inc. Common Stock(A)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Alliant Energy Corporation(LNT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Alnylam Pharmaceuticals, Inc. - Common Stock(ALNY)	Stocks	Self	$1,001 - $15,000	None
Alphabet Inc. - Class A Common Stock(GOOGL)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Alphabet Inc. - Class C Capital Stock(GOOG)	Stocks	Self	$15,001 - $50,000	None
Altria Group, Inc.(MO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Amazon.com, Inc. - Common Stock(AMZN)	Stocks	Self	$15,001 - $50,000	None
Ameren Corporation Common Stock(AEE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
American Electric Power Company, Inc.(AEP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
American Express Company Common Stock(AXP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
American Financial Group, Inc. Common Stock(AFG)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
American International Group, Inc. New Common Stock(AIG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
American Tower Corporation(AMT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
American Water Works Company, Inc. Common Stock(AWK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Ameriprise Financial, Inc. Common Stock(AMP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
AMETEK, Inc.(AME)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Amgen Inc. - Common Stock(AMGN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Amphenol Corporation Common Stock(APH)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Analog Devices, Inc. - Common Stock(ADI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Annaly Capital Management Inc. Common Stock(NLY)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
APA Corporation - Common Stock(APA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Apple Inc. - Common Stock(AAPL)	Stocks	Self	$50,001 - $100,000	Dividends $1 - $200
Applovin Corporation - Class A Common Stock(APP)	Stocks	Self	$1,001 - $15,000	None
Arch Capital Group Ltd. - Common Stock(ACGL)	Stocks	Self	$1,001 - $15,000	None
Archer-Daniels-Midland Company Common Stock(ADM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Arista Networks, Inc. Common Stock(ANET)	Stocks	Self	$1,001 - $15,000	None
Arthur J. Gallagher & Co. Common Stock(AJG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Asbury Automotive Group Inc Common Stock(ABG)	Stocks	Self	$1 - $1,000	None
Associated Banc-Corp Common Stock(ASB)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
AT&T Inc.(T)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Atlassian Corporation - Class A Common Stock(TEAM)	Stocks	Self	$1 - $1,000	None
Autodesk, Inc. - Common Stock(ADSK)	Stocks	Self	$1 - $1,000	None
Automatic Data Processing, Inc. - Common Stock(ADP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
AutoNation, Inc. Common Stock(AN)	Stocks	Self	$1 - $1,000	None
AutoZone, Inc. Common Stock(AZO)	Stocks	Self	$1,001 - $15,000	None
AvalonBay Communities, Inc. Common Stock(AVB)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Axon Enterprise, Inc. - Common Stock(AXON)	Stocks	Self	$1 - $1,000	None
Baker Hughes Company - Common Stock (BKR)(BKR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Balchem Corporation - Common Stock (BCPC)(BCPC)	Stocks	Self	$1 - $1,000	Dividends $1 - $1
Bank of America Corporation Common Stock (BAC)(BAC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Bank OZK - Common Stock (OZK)(OZK)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Bath & Body Works, Inc. (BBWI)(BBWI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Berkshire Hathaway Inc. New Common Stock (BRK.B)(BRK.B)	Stocks	Self	$1,001 - $15,000	None
Best Buy Co., Inc. Common Stock (BBY)(BBY)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
BJ's Wholesale Club Holdings, Inc. Common Stock (BJ)(BJ)	Stocks	Self	$1 - $1,000	None
Blackstone Inc. Common Stock (BX)(BX)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Bloom Energy Corporation Class A Common Stock (BE)(BE)	Stocks	Self	$1,001 - $15,000	None
Boston Scientific Corporation Common Stock (BSX)(BSX)	Stocks	Self	$1 - $1,000	None
Brighthouse Financial, Inc. - Common Stock (BHF)(BHF)	Stocks	Self	$1 - $1,000	None
Bristol-Myers Squibb Company Common Stock (BMY)(BMY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Broadcom Inc. - Common Stock (AVGO)(AVGO)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Brown & Brown, Inc. Common Stock (BRO)(BRO)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
BXP, Inc. Common Stock (BXP)(BXP)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Cadence Design Systems, Inc. - Common Stock (CDNS)(CDNS)	Stocks	Self	$1,001 - $15,000	None
Capital One Financial Corporation Common Stock (COF)(COF)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Cardinal Health, Inc. Common Stock (CAH)(CAH)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Carnival Corporation Common Stock (CCL)(CCL)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Carrier Global Corporation Common Stock (CARR)(CARR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Carvana Co. Class A Common Stock (CVNA)(CVNA)	Stocks	Self	$1 - $1,000	None
Caseys General Stores, Inc. - Common Stock (CASY)(CASY)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Caterpillar, Inc. Common Stock (CAT)(CAT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Cathay General Bancorp - Common Stock (CATY)(CATY)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Cboe Global Markets, Inc. (CBOE)(CBOE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
CDW Corporation - Common Stock (CDW)(CDW)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Cencora, Inc. Common Stock (COR)(COR)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Centene Corporation Common Stock (CNC)(CNC)	Stocks	Self	$1,001 - $15,000	None
Charles Schwab Corporation (SCHW)(SCHW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Chart Industries, Inc. Common Stock (GTLS)(GTLS)	Stocks	Self	$1 - $1,000	None
Cheniere Energy, Inc. Common Stock (LNG)(LNG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Chevron Corporation Common Stock (CVX)(CVX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Chipotle Mexican Grill, Inc. Common Stock (CMG)(CMG)	Stocks	Self	$1,001 - $15,000	None
Choice Hotels International, Inc. Common Stock (CHH)(CHH)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Chubb Limited Common Stock (CB)(CB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Church & Dwight Company, Inc. Common Stock (CHD)(CHD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Ciena Corporation (CIEN)(CIEN)	Stocks	Self	$1 - $1,000	None
Cincinnati Financial Corporation - Common Stock (CINF)(CINF)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Cintas Corporation - Common Stock (CTAS)(CTAS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Cirrus Logic, Inc. - Common Stock (CRUS)(CRUS)	Stocks	Self	$1 - $1,000	None
Cisco Systems, Inc. - Common Stock (CSCO)(CSCO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Citizens Financial Group, Inc. Common Stock (CFG)(CFG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Cleveland-Cliffs Inc. Common Stock (CLF)(CLF)	Stocks	Self	$1 - $1,000	None
Clorox Company (CLX)(CLX)	Stocks	Self	$1 - $1,000	Dividends $0 - $0
Cloudflare, Inc. Class A Common Stock (NET)(NET)	Stocks	Self	$1,001 - $15,000	None
CME Group Inc. - Class A Common Stock (CME)(CME)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
CMS Energy Corporation Common Stock (CMS)(CMS)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Coca-Cola Company (KO)(KO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Coinbase Global, Inc. - 3Class A Common Stock (COIN)(COIN)	Stocks	Self	$1,001 - $15,000	None
Colgate-Palmolive Company Common Stock (CL)(CL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
ConocoPhillips Common Stock (COP)(COP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Consolidated Edison, Inc. Common Stock (ED)(ED)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Constellation Brands, Inc. Common Stock (STZ)(STZ)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Copart, Inc. - Common Stock(CPRT)	Stocks	Self	$1,001 - $15,000	None
Corteva, Inc. Common Stock(CTVA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Costco Wholesale Corporation - Common Stock(COST)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Crown Castle Inc. Common Stock(CCI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
CSX Corporation(CSX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Cullen/Frost Bankers, Inc. Common Stock(CFR)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Cummins Inc. Common Stock(CMI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
CVS Health Corporation Common Stock(CVS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
D.R. Horton, Inc. Common Stock(DHI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Danaher Corporation Common Stock(DHR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Darling Ingredients Inc. Common Stock(DAR)	Stocks	Self	$1 - $1,000	None
DaVita Inc. Common Stock(DVA)	Stocks	Self	$1 - $1,000	None
DBA Sempra Common Stock(SRE)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Deckers Outdoor Corporation Common Stock(DECK)	Stocks	Self	$1 - $1,000	None
Deere & Company Common Stock(DE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Dell Technologies Inc. Class C Common Stock(DELL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Delta Air Lines, Inc. Common Stock(DAL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Devon Energy Corporation Common Stock(DVN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Diamondback Energy, Inc. - Common Stock(FANG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Digital Realty Trust, Inc. Common Stock(DLR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Dollar General Corporation Common Stock(DG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Dominion Energy, Inc. Common Stock(D)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
DoorDash, Inc. - Common Stock(DASH)	Stocks	Self	$1,001 - $15,000	None
Dover Corporation Common Stock(DOV)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Dow Inc. Common Stock(DOW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
DT Midstream, Inc. Common Stock(DTM)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
DTE Energy Company Common Stock(DTE)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Duke Energy Corporation(DUK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
EastGroup Properties, Inc. Common Stock(EGP)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Eaton Corporation, PLC Ordinary Shares(ETN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
eBay Inc. - Common Stock(EBAY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Ecolab Inc. Common Stock(ECL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Elevance Health, Inc. Common Stock(ELV)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Eli Lilly and Company Common Stock(LLY)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Emerson Electric Company Common Stock(EMR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Entergy Corporation Common Stock(ETR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
EOG Resources, Inc. Common Stock(EOG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
EQT Corporation Common Stock(EQT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Essex Property Trust, Inc. Common Stock(ESS)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Evergy, Inc. - Common Stock(EVRG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Eversource Energy(ES)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Exelon Corporation - Common Stock(EXC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Expeditors International of Washington, Inc. Common Stock(EXPD)	Stocks	Self	$1,001 - $15,000	Dividends
Extra Space Storage Inc Common Stock(EXR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Exxon Mobil Corporation Common Stock(XOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Fastenal Company - Common Stock(FAST)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Federated Hermes, Inc. Common Stock(FHI)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Fidelity National Financial, Inc. Common Stock(FNF)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Fidelity Treasury Money Market Fund(FZFXX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Fifth Third Bancorp - Common Stock(FITB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
First Hawaiian, Inc. - Common Stock(FHB)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
First Horizon Corporation Common Stock(FHN)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
First Solar, Inc. - Common Stock(FSLR)	Stocks	Self	$1 - $1,000	None
Fiserv, Inc. - Common Stock(FISV)	Stocks	Self	$1 - $1,000	None
Ford Motor Company Common Stock(F)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Fortinet, Inc. - Common Stock (FTNT)(FTNT)	Stocks	Self	$1,001 - $15,000	None
Fortive Corporation Common Stock (FTV)(FTV)	Stocks	Self	$1 - $1,000	Dividends $0 - $0
Fortune Brands Innovations, Inc. Common Stock (FBIN)(FBIN)	Stocks	Self	$1 - $1,000	Dividends $0 - $0
Fox Corporation - Class A Common Stock (FOXA)(FOXA)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Fox Corporation - Class B Common Stock (FOX)(FOX)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Freeport-McMoRan, Inc. Common Stock (FCX)(FCX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Garmin Ltd. Common Stock (GRMN)(GRMN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Gartner, Inc. Common Stock (IT)(IT)	Stocks	Self	$1,001 - $15,000	None
GATX Corporation Common Stock (GATX)(GATX)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
GE Aerospace Common Stock (GE)(GE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
GE HealthCare Technologies Inc. - Common Stock (GEHC)(GEHC)	Stocks	Self	$1 - $1,000	Dividends $0 - $0
GE Vernova Inc. Common Stock (GEV)(GEV)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Gen Digital Inc. - Common Stock (GEN)(GEN)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
General Dynamics Corporation Common Stock (GD)(GD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
General Mills, Inc. Common Stock (GIS)(GIS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Genuine Parts Company Common Stock (GPC)(GPC)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Gilead Sciences, Inc. - Common Stock (GILD)(GILD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Globe Life Inc. Common Stock (GL)(GL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Goldman Sachs Group, Inc. (GS)(GS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Graco Inc. Common Stock (GGG)(GGG)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
GXO Logistics, Inc. Common Stock (GXO)(GXO)	Stocks	Self	$1 - $1,000	None
H&R Block, Inc. Common Stock (HRB)(HRB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Halliburton Company Common Stock (HAL)(HAL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
HCA Healthcare, Inc. Common Stock (HCA)(HCA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Healthpeak Properties, Inc. Common Stock (DOC)(DOC)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Heico Corporation Common Stock (HEI)(HEI)	Stocks	Self	$1 - $1,000	Dividends $0 - $0
Henry Schein, Inc. - Common Stock (HSIC)(HSIC)	Stocks	Self	$1 - $1,000	None
Hexcel Corporation Common Stock (HXL)(HXL)	Stocks	Self	$1 - $1,000	Dividends $1 - $1
Home Depot, Inc. (HD)(HD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Honeywell International Inc. - Common Stock (HON)(HON)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Howmet Aerospace Inc. Common Stock (HWM)(HWM)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Hubbell Inc Common Stock (HUBB)(HUBB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Huntington Bancshares Incorporated - Common Stock (HBAN)(HBAN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
IDEX Corporation Common Stock (IEX)(IEX)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
IDEXX Laboratories, Inc. - Common Stock (IDXX)(IDXX)	Stocks	Self	$1,001 - $15,000	None
Illinois Tool Works Inc. Common Stock (ITW)(ITW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Intel Corporation - Common Stock (INTC)(INTC)	Stocks	Self	$1,001 - $15,000	None
Interactive Brokers Group, Inc. - Class A Common Stock (IBKR)(IBKR)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
International Business Machines Corporation Common Stock (IBM)(IBM)	Stocks	Self	$1,001 - $15,000	Dividends $0 - $0
International Paper Company Common Stock (IP)(IP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Intuit Inc. - Common Stock (INTU)(INTU)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Intuitive Surgical, Inc. - Common Stock (ISRG)(ISRG)	Stocks	Self	$1,001 - $15,000	None
Invesco Ltd Common Stock (IVZ)(IVZ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
IQVIA Holdings, Inc. Common Stock (IQV)(IQV)	Stocks	Self	$1 - $1,000	None
Iron Mountain Incorporated (IRM)(IRM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
iShares Core Dividend Growth ETF (DGRO)(DGRO)	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
iShares Core MSCI Emerging Markets ETF (IEMG)(IEMG)	ETFs	Self	$250,001 - $500,000	Dividends
iShares National Muni Bond ETF (MUB)(MUB)	ETFs	Self	$250,001 - $500,000	Dividends $1,001 - $2,500
ITT Inc. Common Stock (ITT)(ITT)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
J.B. Hunt Transport Services, Inc. - Common Stock (JBHT)(JBHT)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Johnson & Johnson Common Stock (JNJ)(JNJ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
JP Morgan Chase & Co. Common Stock (JPM)(JPM)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Keurig Dr Pepper Inc. - Common Stock (KDP)(KDP)	Stocks	Self	$1 - $1,000	Dividends $0 - $0
KeyBank checking account	Bank & Cash	Self	$50,001 - $100,000	None
KeyCorp Common Stock(KEY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Keysight Technologies Inc. Common Stock(KEYS)	Stocks	Self	$1,001 - $15,000	None
Kimberly-Clark Corporation - Common Stock(KMB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Kimco Realty Corporation(KIM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Kinder Morgan, Inc. Common Stock(KMI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Kroger Company(KR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Labcorp Holdings Inc. Common Stock(LH)	Stocks	Self	$1 - $1,000	Dividends $1 - $1
Lam Research Corporation - Common Stock(LRCX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Lennar Corporation Class A Common Stock(LEN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Liberty Broadband Corporation - Class C Common Stock(LBRDK)	Stocks	Self	$1 - $1,000	None
Lincoln Electric Holdings, Inc. - Common Shares(LECO)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Linde plc - Ordinary Shares(LIN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Lithia Motors, Inc. Common Stock(LAD)	Stocks	Self	$1 - $1,000	Dividends $1 - $1
Live Nation Entertainment, Inc. Common Stock(LYV)	Stocks	Self	$1 - $1,000	None
LKQ Corporation - Common Stock(LKQ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Loews Corporation Common Stock(L)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1
Louisiana-Pacific Corporation Common Stock(LPX)	Stocks	Self	$1 - $1,000	Dividends $1 - $1
Lowe's Companies, Inc. Common Stock(LOW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Lumentum Holdings Inc. - Common Stock(LITE)	Stocks	Self	$1,001 - $15,000	None
LyondellBasell Industries NV Ordinary Shares Class A(LYB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
M&T Bank Corporation Common Stock(MTB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Marathon Petroleum Corporation Common Stock(MPC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Marriott International - Class A Common Stock(MAR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Marsh Common Stock(MRSH)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Marvell Technology, Inc. - Common Stock(MRVL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Masco Corporation Common Stock(MAS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Mastercard Incorporated Common Stock(MA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Mattel, Inc. - Common Stock(MAT)	Stocks	Self	$1 - $1,000	None
McDonald's Corporation Common Stock(MCD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
McKesson Corporation Common Stock(MCK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Medpace Holdings, Inc. - Common Stock(MEDP)	Stocks	Self	$1 - $1,000	None
Medtronic plc. Ordinary Shares(MDT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merck & Company, Inc. Common Stock(MRK)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Merit Medical Systems, Inc. - Common Stock(MMSI)	Stocks	Self	$1 - $1,000	None
Meta Platforms, Inc. - Class A Common Stock(META)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
MetLife, Inc. Common Stock(MET)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Mettler-Toledo International, Inc. Common Stock(MTD)	Stocks	Self	$1,001 - $15,000	None
MGM Resorts International Common Stock(MGM)	Stocks	Self	$1 - $1,000	None
Micron Technology, Inc. - Common Stock(MU)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Microsoft Corporation - Common Stock(MSFT)	Stocks	Self	$50,001 - $100,000	Dividends $1 - $200
Minerals Technologies Inc. Common Stock(MTX)	Stocks	Self	$1 - $1,000	Dividends $0 - $0
Molina Healthcare Inc Common Stock(MOH)	Stocks	Self	$1 - $1,000	None
Molson Coors Beverage Company Class B Common Stock(TAP)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Mondelez International, Inc. - Class A Common Stock(MDLZ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
MongoDB, Inc. - Class A Common Stock(MDB)	Stocks	Self	$1 - $1,000	None
Monolithic Power Systems, Inc. - Common Stock(MPWR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Monster Beverage Corporation - Common Stock(MNST)	Stocks	Self	$1,001 - $15,000	None
Moody's Corporation Common Stock(MCO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Moog Inc. Class A Common Stock(MOG.A)	Stocks	Self	$1 - $1,000	Dividends $0 - $0
Morgan Stanley Common Stock(MS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Mosaic Company(MOS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Motorola Solutions, Inc. Common Stock(MSI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
MSCI Inc. Common Stock(MSCI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
NetApp, Inc. - Common Stock(NTAP)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Netflix, Inc. - Common Stock(NFLX)	Stocks	Self	$1,001 - $15,000	None
NewJersey Resources Corporation Common Stock(NJR)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Newmont Corporation(NEM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
NextEra Energy, Inc. Common Stock(NEE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Northrop Grumman Corporation Common Stock(NOC)	Stocks	Self	$1,001 - $15,000	None
NOV Inc. Common Stock(NOV)	Stocks	Self	$1 - $1,000	Dividends $1 - $1
NVIDIA Corporation - Common Stock(NVDA)	Stocks	Self	$50,001 - $100,000	Dividends $1 - $200
O'Reilly Automotive, Inc. - Common Stock(ORLY)	Stocks	Self	$1,001 - $15,000	None
Occidental Petroleum Corporation Common Stock(OXY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Okta, Inc. - Class A Common Stock(OKTA)	Stocks	Self	$1 - $1,000	None
Old Dominion Freight Line, Inc. - Common Stock(ODFL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Old Republic International Corporation Common Stock(ORI)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Olin Corporation Common Stock(OLN)	Stocks	Self	$1 - $1,000	Dividends $1 - $1
Omnicom Group Inc. Common Stock(OMC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
ON Semiconductor Corporation - Common Stock(ON)	Stocks	Self	$1,001 - $15,000	None
ONEOK, Inc. Common Stock(OKE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Otis Worldwide Corporation Common Stock(OTIS)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Owens Corning Inc Common Stock New(OC)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
PACCAR Inc. - Common Stock(PCAR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Packaging Corporation of America Common Stock(PKG)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Palantir Technologies Inc. - Class A Common Stock(PLTR)	Stocks	Self	$15,001 - $50,000	None
Palo Alto Networks, Inc.(PANW)	Stocks	Self	$1,001 - $15,000	None
Paychex, Inc. - Common Stock(PAYX)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Pepsico, Inc.(PEP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Pfizer, Inc. Common Stock(PFE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Philip Morris International Inc Common Stock(PM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Phillips 66 Common Stock(PSX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Plexus Corp. - Common Stock(PLXS)	Stocks	Self	$1 - $1,000	None
PNC Financial Services Group, Inc.(PNC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
PPL Corporation Common Stock(PPL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Principal Financial Group Inc - Common Stock(PFG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Procter & Gamble Company(PG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Progressive Corporation(PGR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Prosperity Bancshares, Inc. Common Stock(PB)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Prudential Financial, Inc. Common Stock(PRU)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Public Service Enterprise Group Incorporated Common Stock(PEG)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Public Storage Common Stock(PSA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
PulteGroup, Inc. Common Stock(PHM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
PVH Corp. Common Stock(PVH)	Stocks	Self	$1 - $1,000	Dividends $0 - $0
Qnity Electronics, Inc. Common Stock(Q)	Stocks	Self	$1 - $1,000	None
QUALCOMM Incorporated - Common Stock(QCOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Qualys, Inc. - Common Stock(QLYS)	Stocks	Self	$1 - $1,000	None
Quanta Services, Inc. Common Stock(PWR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Quest Diagnostics Incorporated Common Stock(DGX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Raymond James Financial, Inc. Common Stock(RJF)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
RBC BlueBay U.S. Government Money Market Fund Institutional Class 2(TIMXX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Realty Income Corporation Common Stock(O)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Regal Rexnord Corporation Common Stock(RRX)	Stocks	Self	$1 - $1,000	Dividends $1 - $1
Regency Centers Corporation(REG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Regeneron Pharmaceuticals, Inc. - Common Stock(REGN)	Stocks	Self	$1 - $1,000	Dividends $1 - $1
Regions Financial Corporation Common Stock(RF)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Reliance, Inc. Common Stock(RS)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Republic Services, Inc. Common Stock(RSG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Roblox Corporation Class A Common Stock(RBLX)	Stocks	Self	$1,001 - $15,000	None
Rocket Companies, Inc. Class A Common Stock(RKT)	Stocks	Self	$1 - $1,000	Dividends
Rocket Lab Corporation - Common Stock(RKLB)	Stocks	Self	$1,001 - $15,000	None
Roku, Inc. - Class A Common Stock(ROKU)	Stocks	Self	$1 - $1,000	None
Rollins, Inc. Common Stock(ROL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Roper Technologies, Inc.(ROP)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Ross Stores, Inc. - Common Stock(ROST)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Ryder System, Inc. Common Stock(R)	Stocks	Self	$1 - $1,000	Dividends $1 - $1
S&P Global Inc. Common Stock(SPGI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Salesforce, Inc. Common Stock(CRM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Sandisk Corporation - Common Stock When-Issued(SNDK)	Stocks	Self	$1,001 - $15,000	None
SBA Communications Corporation - Class A Common Stock(SBAC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Schwab International Equity ETF(SCHF)	ETFs	Self	$50,001 - $100,000	None
Science Applications International Corporation - Common Stock(SAIC)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Seagate Technology Holdings PLC - Ordinary Shares(STX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
ServiceNow, Inc. Common Stock(NOW)	Stocks	Self	$1,001 - $15,000	None
Sherwin-Williams Company(SHW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Silgan Holdings Inc. Common Stock(SLGN)	Stocks	Self	$1 - $1,000	Dividends $0 - $0
Simon Property Group, Inc. Common Stock(SPG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Skyworks Solutions, Inc. - Common Stock(SWKS)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
SLB Limited Common Shares(SLB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
SLM Corporation - Common Stock(SLM)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Snap-On Incorporated Common Stock(SNA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Solstice Advanced Materials Inc. - Common Stock(SOLS)	Stocks	Self	$1 - $1,000	Dividends $0 - $0
Somnigroup International Inc. Common Stock(SGI)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Southern Company(SO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Spire Inc. Common Stock(SR)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Sticker Mule, LLC and subsidiaries Amsterdam, NY, US	LLC / Partnership	Self	$50,000,001+	None
Stifel Financial Corporation Common Stock(SF)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Stryker Corporation Common Stock(SYK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Synchrony Financial Common Stock(SYF)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Synopsys, Inc. - Common Stock(SNPS)	Stocks	Self	$1,001 - $15,000	None
Sysco Corporation Common Stock(SYY)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
T-Mobile US, Inc. - Common Stock(TMUS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
T. Rowe Price Group, Inc. - Common Stock(TROW)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Take-Two Interactive Software, Inc. - Common Stock(TTWO)	Stocks	Self	$1 - $1,000	None
Tapestry, Inc. Common Stock(TPR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Taylor Morrison Home Corporation Common Stock(TMHC)	Stocks	Self	$1 - $1,000	None
TE Connectivity plc Ordinary Shares(TEL)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Teledyne Technologies Incorporated Common Stock(TDY)	Stocks	Self	$1,001 - $15,000	None
Terex Corporation Common Stock(TEX)	Stocks	Self	$1 - $1,000	Dividends $0 - $0
Tesla, Inc. - Common Stock(TSLA)	Stocks	Self	$15,001 - $50,000	None
Tesla, Inc. - Common Stock(TSLA)	Stocks	Self	$1,000,001 - $5,000,000	None
Texas Instruments Incorporated - Common Stock(TXN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Texas Pacific Land Corporation Common Stock(TPL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Textron Inc. Common Stock(TXT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1
The Bank of New York Mellon Corporation Common Stock(BK)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
The Cigna Group Common Stock(CI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
The Ensign Group, Inc. - Common Stock(ENSG)	Stocks	Self	$1 - $1,000	Dividends $0 - $0
The Hartford Insurance Group, Inc. Common Stock(HIG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
The Hershey Company Common Stock(HSY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
The Kraft Heinz Company - Common Stock(KHC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
The Middleby Corporation - Common Stock(MIDD)	Stocks	Self	$1 - $1,000	None
The Travelers Companies, Inc. Common Stock (TRV)(TRV)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Thermo Fisher Scientific Inc Common Stock (TMO)(TMO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Timken Company (TKR)(TKR)	Stocks	Self	$1 - $1,000	Dividends $1 - $1
Toast, Inc. Class A Common Stock (TOST)(TOST)	Stocks	Self	$1 - $1,000	None
Toll Brothers, Inc. Common Stock (TOL)(TOL)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
TopBuild Corp. Common Stock (BLD)(BLD)	Stocks	Self	$1 - $1,000	None
Tractor Supply Company - Common Stock (TSCO)(TSCO)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Tradeweb Markets Inc. - Class A Common Stock (TW)(TW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Trane Technologies plc (TT)(TT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Transdigm Group Incorporated Common Stock (TDG)(TDG)	Stocks	Self	$1,001 - $15,000	Dividends
Travel Leisure Co. Common Stock (TNL)(TNL)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Tri Pointe Homes, Inc. Common Stock (TPH)(TPH)	Stocks	Self	$1 - $1,000	None
Truist Financial Corporation Common Stock (TFC)(TFC)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Twilio Inc. Class A Common Stock (TWLO)(TWLO)	Stocks	Self	$1 - $1,000	None
Tyson Foods, Inc. Common Stock (TSN)(TSN)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
U.S. Bancorp Common Stock (USB)(USB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Uber Technologies, Inc. Common Stock (UBER)(UBER)	Stocks	Self	$1,001 - $15,000	None
UDR, Inc. Common Stock (UDR)(UDR)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
UFP Industries, Inc. - Common Stock (UFPI)(UFPI)	Stocks	Self	$1 - $1,000	Dividends $1 - $1
Union Pacific Corporation Common Stock (UNP)(UNP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
United Airlines Holdings, Inc. - Common Stock (UAL)(UAL)	Stocks	Self	$1,001 - $15,000	None
United Parcel Service, Inc. Common Stock (UPS)(UPS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
United Rentals, Inc. Common Stock (URI)(URI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
UnitedHealth Group Incorporated Common Stock (UNH)(UNH)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Universal Health Services, Inc. Common Stock (UHS)(UHS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Unum Group Common Stock (UNM)(UNM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Valero Energy Corporation Common Stock (VLO)(VLO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Vanguard Div Appreciation ETF (VIG)(VIG)	ETFs	Self	$250,001 - $500,000	Dividends $1 - $200
Vanguard Extended Market ETF (VXF)(VXF)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Vanguard FTSE Developed Markets ETF (VEA)(VEA)	ETFs	Self	$500,001 - $1,000,000	Dividends $1 - $200
Vanguard FTSE Emerging Markets ETF (VWO)(VWO)	ETFs	Self	$100,001 - $250,000	None
Vanguard Small-Cap ETF (VB)(VB)	ETFs	Self	$100,001 - $250,000	Dividends $1 - $200
Vanguard Tax-Exempt Bond ETF (VTEB)(VTEB)	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
Ventas, Inc. Common Stock (VTR)(VTR)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Veralto Corp Common Stock (VLTO)(VLTO)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Verisk Analytics, Inc. - Common Stock (VRSK)(VRSK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Verizon Communications Inc. Common Stock (VZ)(VZ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Vertex Pharmaceuticals Incorporated - Common Stock (VRTX)(VRTX)	Stocks	Self	$1,001 - $15,000	None
Vertiv Holdings, LLC Class A Common Stock (VRT)(VRT)	Stocks	Self	$1,001 - $15,000	Dividends $0 - $0
VICI Properties Inc. Common Stock (VICI)(VICI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Vulcan Materials Company (VMC)(VMC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
W. P. Carey Inc. REIT (WPC)(WPC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
W.R. Berkley Corporation Common Stock (WRB)(WRB)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
W.W. Grainger, Inc. Common Stock (GWW)(GWW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Walmart Inc. - Common Stock (WMT)(WMT)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Warner Bros. Discovery, Inc. - Series A Common Stock (WBD)(WBD)	Stocks	Self	$1,001 - $15,000	Dividends
Warner Music Group Corp. - Class A Common Stock (WMG)(WMG)	Stocks	Self	$1 - $1,000	Dividends $1 - $1
Waste Connections, Inc. Common Shares (WCN)(WCN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Waste Management, Inc. Common Stock (WM)(WM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Waters Corporation Common Stock (WAT)(WAT)	Stocks	Self	$1 - $1,000	None
Watsco, Inc. Common Stock (WSO)(WSO)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Watts Water Technologies, Inc. Class A Common Stock (WTS)(WTS)	Stocks	Self	$1 - $1,000	Dividends $1 - $1
Wealthfront Savings/Checking Account	Bank & Cash	Self	$250,001 - $500,000	Interest $2,501 - $5,000
Webster Financial Corporation Common Stock (WBS)(WBS)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
WEC Energy Group, Inc. Common Stock (WEC)(WEC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Wells Fargo & Company Common Stock (WFC)(WFC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Welltower Inc. Common Stock (WELL)(WELL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Williams Companies, Inc. (WMB)(WMB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
X Money account	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Xcel Energy Inc. (XEL)(XEL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Xylem Inc. Common Stock New (XYL)(XYL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Yum! Brands, Inc. (YUM)(YUM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Zillow Group, Inc. - Class C Capital Stock (Z)(Z)	Stocks	Self	$1,001 - $15,000	None
Zscaler, Inc. - Common Stock (ZS)(ZS)	Stocks	Self	$1 - $1,000	None
Betterment for Business 401K ⇒ iShares Core U.S. Aggregate Bond ETF (AGG)(AGG)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
Betterment for Business 401K ⇒ iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)(EMB)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Betterment for Business 401K ⇒ JPMorgan Core Plus Bond ETF (JCPB)(JCPB)	ETFs	Self	$1 - $1,000	Tax-Deferred
Betterment for Business 401K ⇒ State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)(SPMD)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
Betterment for Business 401K ⇒ State Street SPDR Portfolio S&P 500 ETF (SPYM)(SPYM)	ETFs	Self	$100,001 - $250,000	Tax-Deferred
Betterment for Business 401K ⇒ State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM)(SPSM)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
Betterment for Business 401K ⇒ Vanguard Emerging Markets Government Bond ETF (VWOB)(VWOB)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Betterment for Business 401K ⇒ Vanguard FTSE Developed Markets ETF (VEA)(VEA)	ETFs	Self	$100,001 - $250,000	Tax-Deferred
Betterment for Business 401K ⇒ Vanguard FTSE Emerging Markets ETF (VWO)(VWO)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
Betterment for Business 401K ⇒ Vanguard Total International Bond ETF (BNDX)(BNDX)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Betterment for Business 401K ⇒ Vanguard Total Stock Market ETF (VTI)(VTI)	ETFs	Self	$100,001 - $250,000	Tax-Deferred

Liabilities (2)

Creditor	Type	Amount	Rate	Term
Goldman Sachs Bank (Apple Card)	credit card	$10,000 - $15,000	—	—
American Express	credit card	$50,001 - $100,000	—	—

Anthony Constantino trades Wealthiest members Most active traders NY delegation Articles

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).