Carlos Mr Curbelo
Carlos Mr Curbelo Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed November 7, 2013. Includes 68 assets and 3 liabilities.
Year:
Est. Net Worth
$251K
2013 annual disclosure
Total Assets
$256K - $1.1M
68 assets
Total Liabilities
$250K - $600K
3 liabilities
Total Trades
411
From PTR filings
Trade Volume
$4M
Midpoint of disclosed ranges
Assets by Category
Bank & Cash$308K (9)
Stocks$301K (31)
Mutual Funds$47K (18)
ETFs$12K (8)
Retirement & Pension$9K (2)
Top Stock Holdings (from trades)
First Solar, Inc.FSLR
$185KBank of America CorporationBAC
$172KState Street SPDR Dow Jones Industrial Average ETF TrustDIA
$163KiShares Russell 1000 Growth ETFIWF
$138KCisco Systems, Inc.CSCO
$99KPetróleo Brasileiro S.A. - PetrobrasPBR
$81KiShares MSCI USA Value Factor ETFVLUE
$73KCSX CorporationCSX
$73KAmeriprise Financial, Inc.AMP
$72KThe Walt Disney CompanyDIS
$72KAll Assets (68)
| Asset | Value |
|---|---|
Bank United Savings | $15,001 - $50,000 |
Bank of America Checking | $1,001 - $15,000 |
Bank of America Checking | $1,001 - $15,000 |
Bank of America Checking | $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 | |
Western International Stock | $1,001 - $15,000 |
Oil Corp Stock | $1,001 - $15,000 |
John Hancock Mutual Funds | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Fidelity Brokerage acct | $100,001 - $250,000 |
Fidelity Money Market | $50,001 - $100,000 |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
Fed Water Co. stock | $15,001 - $50,000 |
Facility Roth IRA | $1,001 - $15,000 |
Fidelity Reserves | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Utility Inc Stock | $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 | |
UBS - IRA | $1 - $1,000 |
Deutsche Bank Estate Income Fund Institutional | $1 - $1,000 |
| $1 - $1,000 | |
| $1 - $1,000 | |
Peachtree Large Cap Value | $1 - $1,000 |
Peachtree Large Cap Growth | $1 - $1,000 |
Peachtree Small/Mid Cap | $1 - $1,000 |
Peachtree Small/Mid Cap Value | $1 - $1,000 |
Peachtree Small/Mid Cap Growth | $1 - $1,000 |
Vanguard Total Stock Market Index Fund | $1 - $1,000 |
| $1 - $1,000 | |
| $1 - $1,000 | |
| $1 - $1,000 | |
UBS Checking | $1 - $1,000 |
UBS Brokerage | $1 - $1,000 |
Morgan Stanley | $1 - $1,000 |
American Funds | $1 - $1,000 |
American Balanced | $1 - $1,000 |
| $1 - $1,000 | |
| $1 - $1,000 | |
| $1 - $1,000 | |
| $1 - $1,000 | |
| $1 - $1,000 | |
| $1 - $1,000 | |
| $1 - $1,000 | |
| $1 - $1,000 | |
American Century Intl | $1 - $1,000 |
American Century Inv | $1 - $1,000 |
American Century Ultra | $1 - $1,000 |
Franklin Templeton | $1 - $1,000 |
TIAA Emerging Markets | $1,001 - $15,000 |
Templeton Global Bond Fund | $1,001 - $15,000 |
American Funds Mutual Funds | $1,001 - $15,000 |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| Regions Bank | mortgage | $100,001 - $250,000 |
| Ocean Bank | mortgage | $50,001 - $100,000 |
| Ocean Bank | mortgage | $100,001 - $250,000 |
Trading Sector Allocation (from PTR trades)
Financial Services$871K
Real Estate$152K
Healthcare$280K
Consumer Cyclical$320K
Technology$637K
Communication Services$265K
Energy$521K
Industrials$329K
Consumer Defensive$161K
Services$32K
Banking$172K
Retail Trade$8K
Manufacturing$16K
Insurance$8K
Utilities$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).