Joseph P. Kennedy III Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed July 13, 2012. Includes 287 assets.

Year:

2013 2012

Est. Net Worth

$63.4M

2012 annual disclosure

Total Assets

$65.6M - $61.2M

287 assets

Total Liabilities

0 liabilities

Total Trades

168

From PTR filings

Trade Volume

$3.2M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2012	$63.4M
2013	$14.2M

Assets by Category

Real Estate$25M (2)

LLC / Partnership$19.5M (11)

Retirement & Pension$8.5M (10)

Other$3.9M (13)

Stocks$3.9M (220)

Mutual Funds$2.3M (25)

Bank & Cash$283K (4)

ETFs$33K (1)

Gov. Securities$0 (1)

Top Stock Holdings (from trades)

Kinder MorganKMI

$197K

Verizon Communications Inc.VZ

$124K

The Estée Lauder Companies Inc.EL

$106K

Exxon Mobil CorporationXOM

$98K

Verizon CommunicationsVZ

$97K

Goldman SachsGS

$75K

Sandy Spring BancorpSASR

$75K

Chubb LimitedCB

$73K

JPMorgan Chase & Co.JPM

$73K

All Assets (287)

Asset	Type	Owner	Value	Income
Fidelity Equity Income Fund	Mutual Funds	Self	N/A	Dividends
Fidelity Contrafund	Mutual Funds	Self	N/A	Dividends
INV Cl Tr US Treas MM	Gov. Securities	Self	N/A	Interest
Abbott Laboratories(ABT)	Stocks	Self	N/A	Dividends
Agilent Technologies Inc.(A)	Stocks	Self	N/A	Dividends
Akamai Technologies Inc.(AKAM)	Stocks	Self	N/A	Dividends
AvalonBay Communities(AVB)	Stocks	Self	N/A	Dividends
BB&T Corp(TFC)	Stocks	Self	N/A	Dividends
BHP Billiton Ltd ADR(BHP)	Stocks	Self	N/A	Dividends
Chubb Corp Com(CB)	Stocks	Self	N/A	Dividends
Cisco Systems Inc.(CSCO)	Stocks	Self	N/A	Dividends
Citigroup Inc.(C)	Stocks	Self	N/A	Dividends
CVS/Caremark Corp(CVS)	Stocks	Self	N/A	Dividends
Cypress Semiconductor(CY)	Stocks	Self	N/A	Dividends
Dell Inc.(DELL)	Stocks	Self	N/A	None
Deere & Co.(DE)	Stocks	Self	N/A	Dividends
EMC Corp.(EMC)	Stocks	Self	N/A	None
Fidelity Magellan Fund (401k)	Retirement & Pension	Self	N/A	Dividends
Stock Fund (401k)	Retirement & Pension	Self	N/A	Dividends
Disney Co.(DIS)	Stocks	Self	N/A	Dividends
Ecolab Inc. Com(ECL)	Stocks	Self	N/A	Dividends
Emerson Electric Co. Com(EMR)	Stocks	Self	N/A	Dividends
Exxon Mobil Corp.(XOM)	Stocks	Self	N/A	Dividends
General Electric Co.(GE)	Stocks	Self	N/A	Dividends
Google Inc. Cl A (Sold 2011)(GOOGL)	Stocks	Self	N/A	Dividends
Google Inc. Cl C(GOOG)	Stocks	Self	N/A	Dividends
Intel Corp.(INTC)	Stocks	Self	N/A	Dividends
JP Morgan Chase & Co.(JPM)	Stocks	Self	N/A	Dividends
Johnson & Johnson Com(JNJ)	Stocks	Self	N/A	Dividends
United Technologies Corp.(UTX)	Stocks	Self	N/A	Dividends
McDonalds Corp. Com(MCD)	Stocks	Self	N/A	Dividends
Medtronic Inc. Com(MDT)	Stocks	Self	N/A	Dividends
MetLife Inc.(MET)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Microsoft Corp. Common Stock(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Monsanto Co.(MON)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Mobile Telesystems PJSC ADR(MBT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Common Stock(MS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Novartis AG ADR(NVS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Occidental Petroleum Corp.(OXY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Oracle Corp. Common Stock(ORCL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
PepsiCo Inc.(PEP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Plum Creek Timber Co.	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Qualcomm Inc.(QCOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Sanofi-Aventis ADR(SNY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Schlumberger Ltd.(SLB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Wal-Mart Stores, Inc. Common Stock(WMT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Sunoco Energy, Inc.(SUN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Sunoco Logistics(SXL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Sysco Corp. (sold 2012)(SYY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Texas Instruments Inc.(TXN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Con-way Freight Inc. (sold 2011)(CNW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Intel Corp.(INTC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
ADT (sold 2011)(ADT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
United Parcel Service(UPS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Citigroup Inc.(C)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
AT&T Technologies(T)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Verizon Communications(VZ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Vodaphone Group PLC(VOD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Pfizer Inc.(PFE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Wal Mart Stores Inc.(WMT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
McDonald's Corp.(MCD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Waste Mgmt Inc. Del(WM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Berkshire Hathaway(BRK.B)	Stocks	Self	$1,001 - $15,000	None
Wells Fargo Co.(WFC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Procter & Gamble(PG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Class Action Suit	Other	Self	N/A	Other $1 - $200
Disney Co.(DIS)	Stocks	Self	$15,001 - $50,000	None
Ecolab Inc. Com(ECL)	Stocks	Self	$15,001 - $50,000	None
General Electric Co.(GE)	Stocks	Self	$15,001 - $50,000	None
Google Inc. Cl A(GOOGL)	Stocks	Self	$15,001 - $50,000	None
Honeywell Intl. Inc.(HON)	Stocks	Self	$15,001 - $50,000	None
JP Morgan Chase & Co.(JPM)	Stocks	Self	$15,001 - $50,000	None
Johnson & Johnson Com(JNJ)	Stocks	Self	$15,001 - $50,000	None
Johnson Controls Inc. Com(JCI)	Stocks	Self	$15,001 - $50,000	None
McDonalds Corp. Com(MCD)	Stocks	Self	$15,001 - $50,000	None
MetLife Inc.(MET)	Stocks	Self	$15,001 - $50,000	None
Microsoft Corp. Com(MSFT)	Stocks	Self	$15,001 - $50,000	None
Monsanto Co.	Stocks	Self	$15,001 - $50,000	None
Morgan Stanley Com(MS)	Stocks	Self	$15,001 - $50,000	None
SPDR S&P 500 ETF Trust(SPY)	ETFs	Self	$15,001 - $50,000	None
Novartis AG ADR(NVS)	Stocks	Self	$15,001 - $50,000	None
Occidental Petroleum Corp.(OXY)	Stocks	Self	$1,001 - $15,000	None
Oracle Corp. (Common)(ORCL)	Stocks	Self	$1,001 - $15,000	None
Plum Creek Timber Co.(PCL)	Stocks	Self	$1,001 - $15,000	None
Procter & Gamble Co.(PG)	Stocks	Self	$1,001 - $15,000	None
Qualcomm Inc.(QCOM)	Stocks	Self	$1,001 - $15,000	None
Sanofi-Aventis SA(SNY)	Stocks	Self	$1,001 - $15,000	None
Schlumberger Ltd.(SLB)	Stocks	Self	$1,001 - $15,000	None
SunTrust Energy Inc.	Stocks	Self	$1,001 - $15,000	None
Texas Instruments Inc.(TXN)	Stocks	Self	$1,001 - $15,000	None
United Parcel Service(UPS)	Stocks	Self	$1,001 - $15,000	None
Verizon Communications(VZ)	Stocks	Self	$1,001 - $15,000	None
Vodafone Group Plc(VOD)	Stocks	Self	$1,001 - $15,000	None
Walmart Stores Inc. (Common)(WMT)	Stocks	Self	$1,001 - $15,000	None
Waste Management Inc. (Delaware) (Common)(WM)	Stocks	Self	$1,001 - $15,000	None
Wells Fargo Co.(WFC)	Stocks	Self	$1,001 - $15,000	Capital Gains
T Rowe Price UMTD	Mutual Funds	Self	$1,001 - $15,000	Capital Gains
Morgan Stanley Growth & Income Trust	Mutual Funds	Self	$1,001 - $15,000	Capital Gains
BNY Mellon Int'l Fund	Mutual Funds	Self	$1,001 - $15,000	Capital Gains
BNY Mellon S&P 500 Stock	Mutual Funds	Self	$1,001 - $15,000	Capital Gains
BNY Mellon Small Cap	Mutual Funds	Self	$1,001 - $15,000	Capital Gains
Abbott Labs(ABT)	Stocks	Self	$1,001 - $15,000	Capital Gains
Anheuser Busch(BUD)	Stocks	Self	$1,001 - $15,000	Capital Gains
Chubb Corp.(CB)	Stocks	Self	$1,001 - $15,000	Capital Gains
Disney Co.(DIS)	Stocks	Self	$1,001 - $15,000	Capital Gains
Exxon Mobil Corp.(XOM)	Stocks	Self	$1,001 - $15,000	Capital Gains
General Electric Co.(GE)	Stocks	Self	$1,001 - $15,000	Capital Gains
Google Inc. Class A(GOOGL)	Stocks	Self	$1,001 - $15,000	None
H.J. Heinz Co.(HNZ)	Stocks	Self	$1,001 - $15,000	None
Marriott International Inc. Class A(MAR)	Stocks	Self	$1,001 - $15,000	None
McDonald's Corp. Common Stock(MCD)	Stocks	Self	$1,001 - $15,000	None
MetLife Inc.(MET)	Stocks	Self	$1,001 - $15,000	None
Merck & Co. Inc.(MRK)	Stocks	Self	$1,001 - $15,000	None
Monsanto Co. Common Stock(MON)	Stocks	Self	$1,001 - $15,000	None
Motorola Inc.(MOT)	Stocks	Self	$1,001 - $15,000	None
Nestlé S.A.(NSRGY)	Stocks	Self	$1,001 - $15,000	None
Occidental Petroleum Corp.(OXY)	Stocks	Self	$1,001 - $15,000	None
Omnicom Group Inc.(OMC)	Stocks	Self	$1,001 - $15,000	None
Penn Virginia Corp.(PVA)	Stocks	Self	$1,001 - $15,000	None
Plum Creek Timber Co. Inc.(PCL)	Stocks	Self	$1,001 - $15,000	None
Qualcomm Inc.(QCOM)	Stocks	Self	$1 - $1,000	None
Sanofi-Aventis ADR(SNY)	Stocks	Self	$1,001 - $15,000	None
Sunoco Energy Inc.(SUN)	Stocks	Self	$1,001 - $15,000	None
T. Rowe Price Group Inc.(TROW)	Stocks	Self	$1,001 - $15,000	None
United Technologies Corp(UTX)	Stocks	Self	$1,001 - $15,000	None
Verizon Communications Inc.(VZ)	Stocks	Self	$1,001 - $15,000	None
Wal Mart Stores Inc.(WMT)	Stocks	Self	$1,001 - $15,000	None
Google Inc. Capital Stock Class A(GOOGL)	Stocks	Self	$1,001 - $15,000	None
Rudolph J. Rauch Individually Held	Other	Self	$1,001 - $15,000	None
State Street Bank & Trust Co. Common Tr Fd - SSgA Target Strategy Common Trust Fund	Mutual Funds	Self	$100,001 - $250,000	None
Index Fund	Mutual Funds	Self	$100,001 - $250,000	None
Private Equity	Retirement & Pension	Self	$250,001 - $500,000	None
SSgA Structured Equity Fund	Mutual Funds	Self	$100,001 - $250,000	None
SSgA S&P 500 Index Fund	Mutual Funds	Self	$100,001 - $250,000	None
Private Equity	Retirement & Pension	Self	$250,001 - $500,000	None
BNY Mellon	Bank & Cash	Self	N/A	None
State Street Bank and Trust Co. Common Trust Fund	Other	Self	$100,001 - $250,000	Capital Gains $5,000,001+
Investors Bank & Trust Strategy Index Fund	Other	Self	$50,001 - $100,000	Capital Gains $5,000,001+
SSgA Structured Products Fund	Other	Self	$100,001 - $250,000	Capital Gains $5,000,001+
Putnam Global Common Trust Fund	Other	Self	$50,001 - $100,000	Capital Gains $5,000,001+
Blanor E Investment Trust (Blake Family 2015)	Other	Self	N/A	None
Apple Inc.(AAPL)	Stocks	Self	N/A	Dividends
Berkshire Hathaway Inc.(BRK.B)	Stocks	Self	N/A	Dividends
Apple Inc. FBO Sheila Rauch Descendants(AAPL)	Stocks	Self	N/A	Dividends
Apple Inc. FBO Descendants(AAPL)	Stocks	Self	N/A	Dividends
Bank of America Corp.(BAC)	Stocks	Self	N/A	Dividends
State Street Bank and Trust Company Investment Management Fund	Mutual Funds	Self	N/A	None
Agilent Technologies(A)	Stocks	Self	N/A	Dividends
Analog Devices Inc.(ADI)	Stocks	Self	N/A	Dividends
AvalonBay Communities Inc.(AVB)	Stocks	Self	N/A	Dividends
Chubb Corp(CB)	Stocks	Self	N/A	Dividends
Coca Cola Company(KO)	Stocks	Self	N/A	Dividends
CVS Caremark Corp(CVS)	Stocks	Self	N/A	Dividends
Cypress Semiconductor Corp(CY)	Stocks	Self	N/A	Dividends
Deere & Co(DE)	Stocks	Self	N/A	Dividends
Walt Disney Co(DIS)	Stocks	Self	$50,001 - $100,000	None
Ecolab Inc(ECL)	Stocks	Self	$50,001 - $100,000	None
Eli Lilly & Co(LLY)	Stocks	Self	$50,001 - $100,000	None
Exxon Mobil Corp(XOM)	Stocks	Self	$50,001 - $100,000	None
General Electric Co(GE)	Stocks	Self	$50,001 - $100,000	None
Google Inc(GOOGL)	Stocks	Self	$50,001 - $100,000	None
Hewlett Packard(HPQ)	Stocks	Self	$50,001 - $100,000	None
JP Morgan Chase & Co(JPM)	Stocks	Self	$50,001 - $100,000	None
Johnson Controls Inc(JCI)	Stocks	Self	$50,001 - $100,000	None
McDonalds Corp(MCD)	Stocks	Self	$50,001 - $100,000	None
Merck & Co Inc(MRK)	Stocks	Self	$50,001 - $100,000	None
MetLife Inc(MET)	Stocks	Self	$50,001 - $100,000	None
Microsoft Corp(MSFT)	Stocks	Self	$50,001 - $100,000	None
Monsanto Company(MON)	Stocks	Self	$50,001 - $100,000	None
Occidental Petroleum(OXY)	Stocks	Joint	$50,001 - $100,000	None
Oracle Systems Corp(ORCL)	Stocks	Joint	$50,001 - $100,000	None
Plum Creek Timber Co Inc(PCL)	Stocks	Joint	$50,001 - $100,000	None
Procter & Gamble Co(PG)	Stocks	Joint	$50,001 - $100,000	None
Raytheon(RTN)	Stocks	Joint	$50,001 - $100,000	None
Schlumberger Ltd.(SLB)	Stocks	Joint	$50,001 - $100,000	None
United Parcel Service(UPS)	Stocks	Joint	$50,001 - $100,000	None
Verizon Communications Inc(VZ)	Stocks	Joint	$50,001 - $100,000	None
Wal Mart Stores(WMT)	Stocks	Joint	$15,001 - $50,000	None
Waste Management Inc Del(WM)	Stocks	Joint	$15,001 - $50,000	None
BHP Ltd Sponsored ADR(BHP)	Stocks	Spouse	$50,001 - $100,000	None
Nestle SA Sponsored ADR(NSRGY)	Stocks	Spouse	$50,001 - $100,000	None
Vodafone Group PLC ADR(VOD)	Stocks	Spouse	$50,001 - $100,000	None
Trust Fund	Other	DC	$1,001 - $15,000	None
BanyanTree Unit Strategy Fund LLC	LLC / Partnership	Self	$1,000,001 - $5,000,000	None
Bayberry Capital GP LLC	LLC / Partnership	Self	$250,001 - $500,000	None
H3 2003 Private Equity Partners III, LP	Retirement & Pension	Self	$1,000,001 - $5,000,000	None
H3 2004 Special Equities Partners, LP	Retirement & Pension	Self	$1,000,001 - $5,000,000	None
H3 2005 Special Equities Partners II, LP	Retirement & Pension	Self	$500,001 - $1,000,000	None
H3 2006 Special Equities Partners III, LP	Retirement & Pension	Self	$500,001 - $1,000,000	None
Braintree Bwy, LLC	LLC / Partnership	Self	$100,001 - $250,000	None
Brookline Bwy, LLC	LLC / Partnership	Self	$100,001 - $250,000	None
Braintree Bwy Equity	Other	Self	$15,001 - $50,000	None
Braintree Bwy Equity 2011 LLC	LLC / Partnership	Self	$50,001 - $100,000	None
Notel Apartments	Real Estate	Self	$1,001 - $15,000	None
Garden Advisors	LLC / Partnership	Self	$50,001 - $100,000	None
Trust U/A dated 12/12/1936	Other	Self	$250,001 - $500,000	None
George S. Brewster Trust u/a 7/12/1938 as amended 8/17/2009 (Appointed Trustee)	Other	Self	$1,000,001 - $5,000,000	None
Vanguard 500 Index Fund Admiral Shares	Mutual Funds	Self	$100,001 - $250,000	Dividends
Berkshire Bank	Bank & Cash	Self	$50,001 - $100,000	Interest
Massachusetts Bay Transportation Authority Pension Massachusetts, US	Retirement & Pension	Self	$100,001 - $250,000	Other
State Street Bank and Trust Company Money Market Fund	Mutual Funds	Self	$15,001 - $50,000	Interest
Fidelity IRA – Prime Cash Management Fund	Retirement & Pension	Self	$15,001 - $50,000	Interest
Agilent Technologies(A)	Stocks	Self	$1,001 - $15,000	Dividends
Chubb Corp(CB)	Stocks	Self	$1,001 - $15,000	Dividends
Coca Cola Company(KO)	Stocks	Self	$1,001 - $15,000	Dividends
CVS Caremark Corp(CVS)	Stocks	Self	$1,001 - $15,000	Dividends
Cypress Semiconductor Corp(CY)	Stocks	Self	$1,001 - $15,000	Dividends
Deere & Co(DE)	Stocks	Self	$1,001 - $15,000	Dividends
Disney Walt Co(DIS)	Stocks	Self	$1,001 - $15,000	Dividends
Ecolab Inc(ECL)	Stocks	Self	$1,001 - $15,000	Dividends
General Electric Co(GE)	Stocks	Self	$1 - $1,000	Dividends
Google Inc.(GOOGL)	Stocks	Self	$1 - $1,000	None
Johnson Controls Inc.(JCI)	Stocks	Self	$1 - $1,000	None
Linear Technology Corp(LLTC)	Stocks	Self	$1 - $1,000	None
McDonalds Corp(MCD)	Stocks	Self	$1 - $1,000	None
MetLife Inc(MET)	Stocks	Self	$1 - $1,000	None
Microsoft Corp(MSFT)	Stocks	Self	$1 - $1,000	None
Monsanto Company(MON)	Stocks	Self	$1 - $1,000	None
Occidental Petroleum Corp(OXY)	Stocks	Self	$1 - $1,000	None
Oracle Systems Corp(ORCL)	Stocks	Self	$1 - $1,000	None
Plum Creek Timber Co Inc(PCL)	Stocks	Self	$1 - $1,000	None
Procter & Gamble Co(PG)	Stocks	Self	$1 - $1,000	None
Qualcomm Inc(QCOM)	Stocks	Self	$1 - $1,000	None
Schlumberger Ltd(SLB)	Stocks	Self	$1 - $1,000	None
Suncor Energy Inc(SU)	Stocks	Self	$1 - $1,000	None
United Parcel Service(UPS)	Stocks	Self	$1,001 - $15,000	None
Verizon Communications Inc(VZ)	Stocks	Self	$1,001 - $15,000	None
Wal Mart Stores(WMT)	Stocks	Self	$1,001 - $15,000	None
Waste Management Inc Del(WM)	Stocks	Self	$1,001 - $15,000	None
Wells Fargo and Company(WFC)	Stocks	Self	$1,001 - $15,000	None
HBP Ltd Sponsored ADR	Stocks	Self	$1,001 - $15,000	None
BP PLC Sponsored ADR(BP)	Stocks	Self	$1,001 - $15,000	None
Sanofi-Aventis Sponsored(SNY)	Stocks	Self	$1,001 - $15,000	None
Vodafone Group PLC(VOD)	Stocks	Self	$1,001 - $15,000	None
American Funds EuroPacific Growth	Mutual Funds	Self	$1,001 - $15,000	None
Baron Asset Fund	Mutual Funds	Self	$1,001 - $15,000	None
Baron Growth Fund	Mutual Funds	Self	$1,001 - $15,000	None
Baron Partners Fund	Mutual Funds	Self	$100,001 - $250,000	None
Franklin Templeton Global Bond Fund	Mutual Funds	Self	$1,001 - $15,000	None
Goldman Sachs Mid Cap Value Instl	Mutual Funds	Self	$100,001 - $250,000	None
Templeton Foreign Fund	Mutual Funds	Self	$1,001 - $15,000	None
Transocean Ltd(RIG)	Stocks	Self	$1,001 - $15,000	None
Trust U/A Dated 12/12/1934	Other	Self	$1,001 - $15,000	None
Realty Trust U/W of Joseph P. Kennedy and Victoria D. Reggie 11/10/1983	Real Estate	Self	$50,000,001+	None
Rappahannock Ventures B.	LLC / Partnership	Self	$5,000,001 - $25,000,000	None
UBS Financial Services B.	Bank & Cash	Self	$100,001 - $250,000	None
H&R Descendants	LLC / Partnership	Self	$15,001 - $50,000	None
FDIC Insured Money and Securities	Bank & Cash	Self	$15,001 - $50,000	None
State Street Bank and Trust Company Employee Prime Cash Management Fund	Mutual Funds	Self	$50,001 - $100,000	None
Agilent Technologies(A)	Stocks	Self	$1,001 - $15,000	None
Avalonbay Cmnty Inc(AVB)	Stocks	Self	$1,001 - $15,000	None
Cisco Corp(CSCO)	Stocks	Self	$1,001 - $15,000	None
CVS Caremark Corp(CVS)	Stocks	Self	$1,001 - $15,000	None
Cypress Semiconductor Corp(CY)	Stocks	Self	$1,001 - $15,000	None
Deere & Co(DE)	Stocks	Self	$1,001 - $15,000	None
Disney Walt Co(DIS)	Stocks	Self	$1,001 - $15,000	None
Ecolab Inc(ECL)	Stocks	Self	$1,001 - $15,000	None
Exxon Mobil Corp(XOM)	Stocks	Self	$1,001 - $15,000	None
General Electric Co(GE)	Stocks	DC	$15,001 - $50,000	None
Google Inc(GOOGL)	Stocks	DC	$50,001 - $100,000	None
Intel Corp(INTC)	Stocks	DC	$15,001 - $50,000	None
Johnson & Johnson(JNJ)	Stocks	DC	$50,001 - $100,000	None
Johnson & Johnson(JNJ)	Stocks	DC	$1,001 - $15,000	None
Johnson Controls Inc(JCI)	Stocks	DC	$15,001 - $50,000	None
Linear Technology Corp(LLTC)	Stocks	DC	$15,001 - $50,000	None
McDonalds Corp(MCD)	Stocks	DC	$15,001 - $50,000	None
Microsoft Corp(MSFT)	Stocks	DC	$15,001 - $50,000	None
Monsanto Company(MON)	Stocks	DC	$15,001 - $50,000	None
Oracle Systems Corp(ORCL)	Stocks	DC	$15,001 - $50,000	None
Plum Creek Timber Co Inc(PCL)	Stocks	DC	$15,001 - $50,000	None
Qualcomm Inc(QCOM)	Stocks	DC	$15,001 - $50,000	None
Schlumberger Ltd(SLB)	Stocks	DC	$15,001 - $50,000	None
Verizon Communications Inc.(VZ)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Wal Mart Stores(WMT)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Waste Management Inc. Del(WM)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Wells Fargo and Company(WFC)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
BP PLC ADR(BP)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Nestle SA Sponsored ADR(NSRGY)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Novartis AG ADR(NVS)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Vodafone Group PLC(VOD)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
BanknyTrust Global Common	Mutual Funds	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
SandyTrutk World Strategy	Mutual Funds	Self	$250,001 - $500,000	Dividends $2,501 - $5,000
SandyTrutk Common Stocks	Mutual Funds	Self	$250,001 - $500,000	Dividends $2,501 - $5,000
Equile Harbers, LP	LLC / Partnership	Self	$15,001 - $50,000	Other $201 - $1,000
BrazosTrust Bay, LLC	LLC / Partnership	Self	$100,001 - $250,000	Other $1,001 - $2,500
The Cova Group, LLC	LLC / Partnership	Self	$250,001 - $500,000	Other $2,501 - $5,000
W/J of George S. Rawser	Other	Self	$1,001 - $15,000	Other $1 - $200

Trading Sector Allocation (from PTR trades)

Consumer Defensive$170K

Insurance$89K

Communication Services$261K

Consumer Cyclical$194K

Energy$374K

Technology$194K

Financial Services$481K

Healthcare$348K

Industrials$300K

Retail Trade$33K

Utilities$33K

Basic Materials$33K

Joseph P. Kennedy III trades Wealthiest members Most active traders MA delegation Articles

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).