George Holding Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed June 13, 2012. Includes 37 assets.

Year:

2013 2012

Est. Net Worth

$450K

2012 annual disclosure

Total Assets

$300K - $600K

37 assets

Total Liabilities

0 liabilities

Total Trades

129

From PTR filings

Trade Volume

$3.3M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2012	$450K
2013	$1.3M

Assets by Category

Stocks$450K (35)

Bank & Cash$0 (1)

Other$0 (1)

Top Stock Holdings (from trades)

First Citizens BancShares, Inc.FCNCA

$750K

Comcast CorporationCMCSA

$199K

Bristol-Myers Squibb CompanyBMY

$146K

Abbott LaboratoriesABT

$91K

Johnson & JohnsonJNJ

$89K

Microsoft CorporationMSFT

$89K

The Travelers Companies, Inc.TRV

$89K

All Assets (37)

Asset	Type	Owner	Value	Income
Baker Hughes Co.(BKR)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
AbbVie Inc.(ABBV)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
DuPont de Nemours, Inc.(DD)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Wells Fargo & Company(WFC)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Amazon.com, Inc.(AMZN)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Chevron Corporation(CVX)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Volkswagen City Bank	Bank & Cash	Self	N/A	Interest
MetLife Inc. Common Stock(MET)	Stocks	Self	N/A	Dividends
Gulfport Energy Banc	Stocks	Self	N/A	Dividends
Standard Cap Mkt 2008 TRS	Other	Self	N/A	Interest
Verizon Stock(VZ)	Stocks	Self	N/A	Dividends
Raytheon Stock(RTX)	Stocks	Self	N/A	Dividends
Walt Disney Co Stock(DIS)	Stocks	Self	N/A	Dividends
Schlumberger Stock(SLB)	Stocks	Self	N/A	Dividends
DuPont Stock(DD)	Stocks	Self	N/A	Dividends
Intel Corp Stock(INTC)	Stocks	Self	N/A	Dividends
Six Flags Stock(SIX)	Stocks	Self	N/A	Dividends
Anheuser-Busch Stock(BUD)	Stocks	Self	N/A	Dividends
Emerson Electric Stock(EMR)	Stocks	Self	N/A	Dividends
Eli Lilly & Co Stock(LLY)	Stocks	Self	N/A	Dividends
Johnson & Johnson Stock(JNJ)	Stocks	Self	N/A	Dividends
NextEra Energy Stock(NEE)	Stocks	Self	N/A	Dividends
Johnson & Johnson(JNJ)	Stocks	Self	N/A	Dividends
Merck & Co., Inc.(MRK)	Stocks	Self	N/A	Dividends
Diageo plc(DEO)	Stocks	Self	N/A	Dividends
Cisco Systems, Inc.(CSCO)	Stocks	Self	N/A	Dividends
Abbott Laboratories(ABT)	Stocks	Self	N/A	Dividends
Walmart Inc.(WMT)	Stocks	Self	N/A	Dividends
Intel Corporation(INTC)	Stocks	Self	N/A	Dividends
International Business Machines Corporation(IBM)	Stocks	Self	N/A	Dividends
Microsoft Corporation(MSFT)	Stocks	Self	N/A	Dividends
QUALCOMM Incorporated(QCOM)	Stocks	Self	N/A	Dividends
AT&T Inc.(T)	Stocks	Self	N/A	Dividends
Altria Group, Inc.(MO)	Stocks	Self	N/A	Dividends
Johnson Controls International plc(JCI)	Stocks	Self	N/A	Dividends
Procter & Gamble Company(PG)	Stocks	Self	N/A	Dividends
Kellogg Company(K)	Stocks	Self	N/A	Dividends

Trading Sector Allocation (from PTR trades)

Financial Services$985K

Healthcare$374K

Technology$275K

Energy$194K

Basic Materials$8K

Industrials$49K

Consumer Defensive$229K

Utilities$8K

Communication Services$271K

Manufacturing$65K

Real Estate$8K

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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).