John A. Boehner
John A. Boehner Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed May 15, 2008. Includes 36 assets.
Est. Net Worth
$5.1M
2008 annual disclosure
Total Assets
$2.2M - $8M
36 assets
Total Liabilities
$0
0 liabilities
Total Trades
344
From PTR filings
Trade Volume
$17.6M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $5.1M |
| 2009 | $4.3M |
| 2010 | $4.4M |
| 2011 | $5.3M |
| 2012 | $4.5M |
| 2013 | $5.2M |
Assets by Category
Retirement & Pension$3.1M (2)
Mutual Funds$2M (28)
Bank & Cash$41K (3)
LLC / Partnership$501 (3)
Top Stock Holdings (from trades)
All Assets (36)
| Asset | Value |
|---|---|
Congressional Credit Union | $15,001 - $50,000 |
First Financial Bank, NA | $1,001 - $15,000 |
Calamos Growth & Income CL A | $50,001 - $100,000 |
American Funds Europacific Growth Fund Cl A | $50,001 - $100,000 |
American Funds Growth Fund of America Cl A (previously AMCAP Fund Cl A) | $50,001 - $100,000 |
Henderson Intl Opportunities A | $100,001 - $250,000 |
Munder Mid-Cap Core Growth A | $100,001 - $250,000 |
American Funds New World A (previously New Economy Fund Cl A) | $15,001 - $50,000 |
PIMCO Commodity Real Return Strategy Fund Class A | $50,001 - $100,000 |
DWS Dreman High Return Equity Fund A | $100,001 - $250,000 |
American Funds Smallcap World Fund A | $50,001 - $100,000 |
Vanguard Selected Value Fund | $100,001 - $250,000 |
Victory OH Municipal Money Market (McDonald Investments, Cincinnati, OH) Cincinnati, OH, US | N/A |
Keeley Small Cap Value Fund | $100,001 - $250,000 |
Franklin Flex Cap Growth Fund Class A (previously named Franklin Flex Cap Growth FD A) | $100,001 - $250,000 |
Royce Pennsylvania Mutual Fund Investment Shares (formerly known as Pennsylvania Mutual Fund) | $15,001 - $50,000 |
RMA Tax Free Fund Inc., UBS Financial Services Inc. | $15,001 - $50,000 |
Ronald Reagan Blvd., Real Estate Limited Partnership Cincinnati, OH, US | N/A |
Fidelity Contrafund | $100,001 - $250,000 |
State of Ohio, Public Employee Retirement System Ohio, US | $50,001 - $100,000 |
NuCite Sales Inc Listed Partnership Profit Sharing Plan | $1,000,001 - $5,000,000 |
NuCite Sales Inc (underlying assets in following 15 entities) Vistage Ohio Valley, LLC; Reserves, McDonald Investments Cincinnati, OH, US | N/A |
FDIC Variable Rate Deposit | N/A |
Rydex Energy Services Fund | N/A |
DWS Dreman High Return Equity Fund A | $15,001 - $50,000 |
Henderson Japan Asia Fund Class A | N/A |
PIMCO Polaris Lux Nanotech Portfolio | N/A |
Keeley Small Cap Value FD | $15,001 - $50,000 |
DWS Global Thematic Fund Class A | $15,001 - $50,000 |
Henderson Global Investors Intl Opportunities Fund A | $15,001 - $50,000 |
Forward Flex Cap Growth Fund Class A | $50,001 - $100,000 |
DWS RREEF Global Real Estate Securities C I A | $1,001 - $15,000 |
Munder Midcap Core Growth Fund Class A | $1,001 - $15,000 |
RMA Tax Free Fund Inc., UBS Financial Services Inc. | $15,001 - $50,000 |
UBS Government Portfolio, UBS Financial Services Inc. | $50,001 - $100,000 |
10% interest in Nucite Sales LP | $1 - $1,000 |
Trading Sector Allocation (from PTR trades)
Financial Services$568K
Healthcare$429K
Real Estate$24K
Technology$593K
Industrials$389K
Retail Trade$65K
Communication Services$252K
Basic Materials$309K
Utilities$105K
Energy$447K
Consumer Defensive$163K
Consumer Cyclical$309K
Insurance$16K
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).