Bruce Poliquin Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed November 4, 2013. Includes 69 assets and 2 liabilities.

Year:

2013

Est. Net Worth

$375K

2013 annual disclosure

Total Assets

$335K - $1.1M

69 assets

Total Liabilities

$200K - $500K

2 liabilities

Total Trades

From PTR filings

Trade Volume

$3M

Midpoint of disclosed ranges

Assets by Category

Stocks$370K (35)

Mutual Funds$239K (8)

Bank & Cash$41K (2)

LLC / Partnership$41K (3)

Other$33K (2)

ETFs$3K (7)

Real Estate$0 (9)

Retirement & Pension$0 (2)

Gov. Securities$0 (1)

Top Stock Holdings (from trades)

All Assets (69)

Asset	Type	Owner	Value	Income
JP Morgan Common Stock(JPM)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Bank of America, KY accounts KY, US	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Bank of America Checking Account	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
Vanguard 500 Index Fund (Admiral Shares)	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Vanguard Prime Money Market Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Vanguard Prime Money Market Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Vanguard Prime Money Market Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Vanguard Star Fund	Mutual Funds	Self	$50,001 - $100,000	Capital Gains $1,001 - $2,500
Vanguard Star Fund	Mutual Funds	DC	$15,001 - $50,000	Capital Gains $201 - $1,000
Vanguard 500 Index Fund (Investor Shares)	Mutual Funds	DC	N/A	Dividends
Interest in Partnership	LLC / Partnership	DC	N/A	Other
House Phippsburg, ME, US	Real Estate	Self	N/A	Rent
Undeveloped Land Oakland, ME, US	Real Estate	Self	N/A	None
Condominium Hallandale Beach, FL, US	Real Estate	Self	N/A	Rent
Condominium Ormond Beach, FL, US	Real Estate	Self	N/A	Rent
Canada Pension Plan Canada	Retirement & Pension	Self	N/A	Pension
Canada Savings Bonds / GIC Canada	Gov. Securities	Self	N/A	Interest
Duke Worldwide, Inc.	Stocks	Self	N/A	Dividends
Residential Property North Miami Beach, FL, US	Real Estate	Self	N/A	Rent
Residential Property Potomac, MD, US	Real Estate	Self	N/A	None
Second Residence North Manchester, IN, US	Real Estate	Self	N/A	None
Residential Property Philadelphia, PA, US	Real Estate	Self	N/A	Rent
House Oakland, ME, US	Real Estate	Self	N/A	None
CK Capital LP Holdings	LLC / Partnership	Self	$15,001 - $50,000	None
Dreyfus Trans Prot Cash Mgmt F	Mutual Funds	Self	$1,001 - $15,000	None
Apple Inc.(AAPL)	Stocks	Self	$15,001 - $50,000	None
ABB Ltd-Spon ADR(ABB)	Stocks	Self	$1,001 - $15,000	None
Aetna Inc.(AET)	Stocks	Self	$15,001 - $50,000	None
Cameron Intl Corp(CAM)	Stocks	Self	$15,001 - $50,000	None
Chicago Bridge & Iron Co NV(CBI)	Stocks	Self	$15,001 - $50,000	None
Central Fund Canada Ltd-A(CEF)	Stocks	Self	$15,001 - $50,000	None
Check Point Software Tech(CHKP)	Stocks	Self	$15,001 - $50,000	None
Costco Wholesale Corp(COST)	Stocks	Self	$15,001 - $50,000	None
Owens DB Gold Short ETN(DGZ)	Other	Self	$15,001 - $50,000	None
DSW Systems Inc.(DSW)	Stocks	Self	$15,001 - $50,000	None
Devon Energy Corp(DVN)	Stocks	Self	$15,001 - $50,000	None
ProShares Short MSCI Emerging Markets(EUM)	ETFs	Self	$1 - $1,000	None
SPDR Gold Trust(GLD)	ETFs	Self	$1 - $1,000	None
Google Inc. Cl A(GOOGL)	Stocks	Self	$1 - $1,000	None
Ranger Equity Bear ETF(HDGE)	ETFs	Self	$1 - $1,000	None
Kraft Foods Inc. - Cl A(KFT)	Stocks	Self	$1 - $1,000	None
Las Vegas Sands Corp(LVS)	Stocks	Self	$1 - $1,000	None
Momenta Pharmaceuticals Inc.(MNTA)	Stocks	Self	$1 - $1,000	None
Microsoft Corp(MSFT)	Stocks	Self	$1 - $1,000	None
Noble Energy Inc.(NE)	Stocks	Self	$1 - $1,000	None
Nestle S.A. SPONS ADR FOR REG(NSRGY)	Stocks	Self	$1 - $1,000	None
Novartis AG-ADR(NVS)	Stocks	Self	$1 - $1,000	None
Oasis Oil Inc.(OAS)	Stocks	Self	$1 - $1,000	None
ProShares Short QQQ(PSQ)	ETFs	Self	$1 - $1,000	None
ELEMENTS Rogers Agriculture TR ETN(RJA)	ETFs	Self	$1 - $1,000	None
Starbucks Corp(SBUX)	Stocks	Self	N/A	None
Schlumberger Ltd(SLB)	Stocks	Self	N/A	None
SPDR S&P 500 ETF Trust(SPY)	ETFs	Self	N/A	None
Suncor Energy Inc.(SU)	Stocks	Self	N/A	None
Teva Pharmaceutical - SP ADR(TEVA)	Stocks	Self	N/A	None
UltraPar Participacoes SPON ADR(UGP)	Stocks	Self	N/A	None
United Health Group Inc.(UNH)	Stocks	Self	N/A	None
VMWARE Inc. - Cl A(VMW)	Stocks	Self	N/A	None
Wal-Mart Stores Inc.(WMT)	Stocks	Self	N/A	None
Watson Pharmaceuticals Inc.(WPI)	Stocks	Self	N/A	None
Financial Select Sector SPDR(XLF)	ETFs	Self	N/A	None
Egis Security Fund LP	Retirement & Pension	Self	N/A	None
Science Applications Intl(SAIC)	Stocks	Self	N/A	None
Canadian Biotech in RSTD Canada	Other	Self	N/A	None
Precision Therapeutics(AIPT)	Stocks	Self	$1,001 - $15,000	None
Guardion Corp. Wt 09 PFD(GRCU)	Stocks	Self	$1,001 - $15,000	None
Secure Logix, Corp. BC 09 PFD	Stocks	Self	$1,001 - $15,000	None
Smartault Corp. Sec A PFD RSTD	Stocks	Self	$1,001 - $15,000	None
PRCM Partners 2	LLC / Partnership	Self	$1,001 - $15,000	None

Liabilities (2)

Creditor	Type	Amount	Rate	Term
First Bank of Wilmington, DE	mortgage	$100,001 - $250,000	—	—
Unknown	mortgage	$100,001 - $250,000	—	—

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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).