Beto O’Rourke
Beto O’Rourke Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 14, 2013. Includes 70 assets and 3 liabilities.
Year:
Est. Net Worth
$7.8M
2013 annual disclosure
Total Assets
$4.1M - $18.1M
70 assets
Total Liabilities
$1.2M - $5.5M
3 liabilities
Total Trades
41
From PTR filings
Trade Volume
$3.4M
Midpoint of disclosed ranges
Assets by Category
LLC / Partnership$6.8M (4)
Real Estate$3M (1)
Stocks$823K (57)
Retirement & Pension$401K (2)
Other$73K (3)
Mutual Funds$16K (2)
ETFs$8K (1)
Top Stock Holdings (from trades)
SPDR S&P 500 ETF TRUSTSPY
$75KGENERAL DYNAMICS CORP COMGD
$16KMARKWEST ENERGY PARTNERS LP UNITMWE
$16KENBRIDGE ENERGY PARTNERS LPEEP
$16KENTERPRISE PRODUCTS PART LP COMEPD
$8KVALERO ENERGY CORP COMVLO
$8KWESTERN REFINING INCWNR
$8KMAGELLAN MIDSTREAM PARTNERS LPMMP
$8KPLAINS ALL AMERICAN PIPELINE LP UNITPAA
$8KAll Assets (70)
| Asset | Value |
|---|---|
Stanton Street Technology Group, Inc. El Paso, TX, US | $250,001 - $500,000 |
Imperial Arms LLC El Paso, TX, US | $1,000,001 - $5,000,000 |
Imperial Arms Apartments El Paso, TX, US | $1,000,001 - $5,000,000 |
PepperTree Square Ltd. Partnership El Paso, TX, US | $1,000,001 - $5,000,000 |
Fidelity Adv Freedom 2045 Fund - Fidelity IRA | $1,001 - $15,000 |
Fidelity Adv Freedom 2045 Fund - Fidelity IRA | $1,001 - $15,000 |
Morgan Stanley TRAK Fund Solution Account 916 | $15,001 - $50,000 |
Morgan Stanley AAA Account X4830 | $15,001 - $50,000 |
CAMPR Investment Partners - Liquid Assets Partnership | $50,001 - $100,000 |
CAMPR Partners Limited | $500,001 - $1,000,000 |
Marble Arch Hedge Fund through CAMPR Partners Limited | $250,001 - $500,000 |
| $1,001 - $15,000 | |
ACCESS NATIONAL PARTNERS LP | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
GS MAZZONE PARTNERS 2005 LP | $1,001 - $50,000 |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| Pioneer Bank of El Paso | mortgage | $100,001 - $250,000 |
| American Fidelity Assurance Company | mortgage | $1,000,001 - $5,000,000 |
| Flag Star Bank | mortgage | $100,001 - $250,000 |
Trading Sector Allocation (from PTR trades)
Industrials$40K
Energy$88K
Financial Services$99K
Healthcare$8K
Consumer Cyclical$16K
Technology$40K
Communication Services$16K
Consumer Defensive$8K
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).