BRAD MILLER

BRAD MILLER Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 20, 2008. Includes 35 assets.

Est. Net Worth
$413K
2008 annual disclosure
Total Assets
$125K - $700K
35 assets
Total Liabilities
$0
0 liabilities
Total Trades
21
From PTR filings
Trade Volume
$226K
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$413K
2009$123K
2009$198K
2010$243K
2010$251K
2011$249K
2012-$179K
2012-$236K

Assets by Category

Mutual Funds$172K (10)
Stocks$128K (16)
Other$41K (3)
ETFs$40K (5)
Gov. Securities$33K (1)

Top Stock Holdings (from trades)

All Assets (35)

AssetValue
American Funds
$1,001 - $15,000
AIG Sun America Polaris Platinum II Variable Annuity
N/A
American Funds Global Growth Income
$1,001 - $15,000
American Funds Growth Income
$1,001 - $15,000
Davis Venture Value
$1,001 - $15,000
Foreign Value
$1,001 - $15,000
Van Kampen LIT Comstock
$15,001 - $50,000
MFS Total Return
$50,001 - $100,000
High-Yield Bonds
$1,001 - $15,000
Corporate Bond
$15,001 - $50,000
Money Fund (Smith Barney Citigroup IRA Rollover - Legislative Retirement System North Carolina)
North Carolina, US
$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
Merrill Lynch & Co.
$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
Dreyfus Liquid Assets Inc. Class 2
$1,001 - $15,000
Seaspam Corp-USD
$1,001 - $15,000
iShares Trust Dow Jones Select Dividend Index Fund
$1,001 - $15,000
iShares Trust MSCI EAFE Index Fund
$1,001 - $15,000
Standard & Poor's Midcap 400
$1,001 - $15,000
U.S. Government Savings Bonds
$15,001 - $50,000

Trading Sector Allocation (from PTR trades)

Consumer Cyclical$40K
Financial Services$32K
Basic Materials$16K
Industrials$16K
HealthcareN/A
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).