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)
All Assets (68)
| Asset | Value |
|---|---|
Bank United Savings | $15,001 - $50,000 |
Bank of America Checking | $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 |
Trading Sector Allocation (from PTR trades)
Financial Services$1.1M
Technology$742K
Energy$337K
Communication Services$377K
Real Estate$152K
Healthcare$304K
Consumer Cyclical$312K
Industrials$329K
Consumer Defensive
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).
