David B. McKinley
David B. McKinley Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed May 15, 2012. Includes 95 assets.
Est. Net Worth
$8.9M
2012 annual disclosure
Total Assets
$4.5M - $13.2M
95 assets
Total Liabilities
$0
0 liabilities
Total Trades
682
From PTR filings
Trade Volume
$14.1M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2011 | $1M |
| 2011 | $11.4M |
| 2011 | $9.1M |
| 2011 | $12.6M |
| 2012 | $8.9M |
| 2012 | $12M |
| 2013 | $12.8M |
| 2013 | $12.3M |
Assets by Category
Other$3.5M (4)
Mutual Funds$1.8M (37)
Retirement & Pension$1.4M (4)
Real Estate$783K (2)
ETFs$663K (16)
Stocks$660K (28)
Bank & Cash$116K (3)
Insurance$8K (1)
Top Stock Holdings (from trades)
All Assets (95)
| Asset | Value |
|---|---|
| N/A | |
| $15,001 - $50,000 | |
American Funds EuroPacific Growth Fund | N/A |
American Funds EuroPacific Growth Fund | N/A |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
Artisan International Value Fund | N/A |
Artisan International Value Fund | $50,001 - $100,000 |
| N/A | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
DEAB LLC II (rental property, 2001 Main St., Wheeling, WV; 32 20th St.; 32 22th St.) Wheeling, WV, US | $500,001 - $1,000,000 |
Double Core Fixed Income I | $1,001 - $15,000 |
DWS GNMA Fund | $15,001 - $50,000 |
| $15,001 - $50,000 | |
Fidelity New Markets Income | $1,001 - $15,000 |
Fidelity New Markets Inc | $15,001 - $50,000 |
Fidelity Select Money Market | $1,001 - $15,000 |
Fidelity Tax-Free Money Market | $50,001 - $100,000 |
| $15,001 - $50,000 | |
FMI Common Stock Fund | $50,001 - $100,000 |
FMI Common Stock Fund | $15,001 - $50,000 |
| $15,001 - $50,000 | |
Hussman Strategic Total Return Fund | N/A |
Hussman Strategic Total Return | N/A |
| $1,001 - $15,000 | |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $100,001 - $250,000 | |
| $50,001 - $100,000 | |
| N/A | |
| N/A | |
IVA Worldwide Fund | N/A |
IVA Worldwide Fund | N/A |
| N/A | |
| $15,001 - $50,000 | |
Leuthold Global | $50,001 - $100,000 |
Leuthold Global | $100,001 - $250,000 |
Lincoln National Life Insurance Cash Value | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
Mainstay Floating Rate Fund | N/A |
Mainstay Floating Rate Index Fund | $1,001 - $15,000 |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
| N/A | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
McKinley & Associates ESOP | $250,001 - $500,000 |
McKinley & Associates PSKLQ | $500,001 - $1,000,000 |
McKinley & Associates Architectural/Engineering Firm Note Receivable | $1,000,001 - $5,000,000 |
Morgan Stanley Inst Mid Cap Growth Fund | $1,001 - $15,000 |
Morgan Stanley Inst Mid Cap Growth Fund | $15,001 - $50,000 |
Mutual of America Tax Deferred Annuity | $100,001 - $250,000 |
| $15,001 - $50,000 | |
Oppenheimer Developing Markets Amer | $1,001 - $15,000 |
Oppenheimer Developing Markets Fund | $15,001 - $50,000 |
Oppenheimer 401K Retirement Savings Plan | $250,001 - $500,000 |
OVH S&E Pension Plan | $50,001 - $100,000 |
| $15,001 - $50,000 | |
| N/A | |
Perkins Small Cap Value | $1,001 - $15,000 |
Perkins Small Cap Value Fund | $100,001 - $250,000 |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
PIMCO All Asset All Authority | $1,001 - $15,000 |
PIMCO All Asset All Authority Fund | $50,001 - $100,000 |
PIMCO Total Return | $1,001 - $15,000 |
Preston WW Preston County Timberland (80 acres co-owned with 5 other siblings and their families) | $15,001 - $50,000 |
| $15,001 - $50,000 | |
| N/A | |
Russell Life Points Growth Strategy | $50,001 - $100,000 |
Russell Investments Growth Strategy Fund | $15,001 - $50,000 |
Symons Value Fund | $1,001 - $15,000 |
T Rowe Price Blue Chip Growth | $15,001 - $50,000 |
T Rowe Price Blue Chip Growth Fund | $50,000 - $50,000 |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
Vanguard High Yield Tax Exempt Fund | $100,001 - $250,000 |
Vanguard Intermediate-Term Tax Exempt Fund | $250,001 - $500,000 |
Vanguard Limited-Term Tax Exempt Fund | $100,001 - $250,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
Wasatch 1st Source Long/Short Fund | N/A |
Wasatch 1st Source Long/Short Fund | N/A |
Wells Fargo Cpl 1% CD Note Due 4/12 | $1,001 - $15,000 |
Wells Fargo Cpl 1% Note Due 4/9/12 | $50,001 - $100,000 |
Wesbanco Checking and Savings | $15,001 - $50,000 |
| $15,001 - $50,000 | |
| $50,001 - $100,000 |
Trading Sector Allocation (from PTR trades)
Industrials$1.2M
Healthcare$1.7M
Consumer Defensive$1.4M
Real Estate$195K
Financial Services$414K
Communication Services$235K
Banking$83K
Energy$213K
Utilities$73K
Technology$1.1M
Manufacturing$41K
Wholesale Trade$41K
Basic Materials$384K
Consumer Cyclical$998K
Insurance$162K
Services$65K
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).