JOHN H. ADLER
JOHN H. ADLER Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed May 19, 2010. Includes 23 assets and 1 liabilities.
Est. Net Worth
$340K
2010 annual disclosure
Total Assets
$219K - $810K
23 assets
Total Liabilities
$100K - $250K
1 liabilities
Total Trades
272
From PTR filings
Trade Volume
$21.2M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2009 | $33K |
| 2009 | $538K |
| 2010 | $340K |
Assets by Category
Mutual Funds$251K (16)
Real Estate$175K (1)
Stocks$81K (4)
Other$8K (2)
Top Stock Holdings (from trades)
All Assets (23)
| Asset | Value |
|---|---|
Vanguard 500 Index Fund | $1,001 - $15,000 |
Vanguard 500 Index Fund | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Cherry Hill, NJ (Condo) Cherry Hill, NJ, US | $100,001 - $250,000 |
New Firm | N/A |
Enzo John | $1,001 - $15,000 |
DC College Bound Fund (529) | $1,001 - $15,000 |
College Bound Fund (529) | $1,001 - $15,000 |
Alaska Mining | $1,001 - $15,000 |
American Energy | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Bancorp Fund | $1,001 - $15,000 |
Berkshire Fund | $1,001 - $15,000 |
JPMorgan Equity Fund | $15,001 - $50,000 |
Lazard Asset Fund | $1,001 - $15,000 |
Loomis Sayles Fund | $1,001 - $15,000 |
Nuveen NWQ Large Cap Fund | $1,001 - $15,000 |
PIMCO Total Return Fund | $15,001 - $50,000 |
Royce Fund | $1,001 - $15,000 |
T. Rowe Price Fund | $15,001 - $50,000 |
Vanguard 500 Index Fund | $15,001 - $50,000 |
Vanguard Total Stock Market Fund | $15,001 - $50,000 |
Washington Mutual Fund | $1,001 - $15,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| TD Bank, Cherry Hill, NJ | line of credit | $100,001 - $250,000 |
Trading Sector Allocation (from PTR trades)
Consumer Cyclical$16K
Financial Services$83K
Healthcare$513K
Energy$48K
Industrials$16K
Consumer Defensive$56K
Technology$40K
Real Estate$16K
Communication Services$97K
Utilities$24K
Banking$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).