Joseph P. Kennedy III Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 15, 2013. Includes 288 assets and 3 liabilities.

Year:

2013 2012

Est. Net Worth

$14.2M

2013 annual disclosure

Total Assets

$7.7M - $21.1M

288 assets

Total Liabilities

$75K - $165K

3 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

Retirement & Pension$4.5M (17)

Other$3.8M (12)

Mutual Funds$3.4M (35)

Stocks$2.3M (210)

Bank & Cash$199K (9)

LLC / Partnership$83K (3)

ETFs$8K (1)

Insurance$8K (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 (288)

Asset	Type	Owner	Value	Income
Bank of America (Checking)	Bank & Cash	Self	N/A	Interest
First Republic Bank (Money Market)	Bank & Cash	Self	N/A	Interest
457 Deferred Compensation Plan (SMART)	Retirement & Pension	Self	N/A	Capital Gains
SSgA Index Securities Lending	Mutual Funds	Self	N/A	Dividends
SSgA International Index Fund	Mutual Funds	Self	N/A	Dividends
SSgA Russell Small Cap Index	Mutual Funds	Self	N/A	Dividends
SSgA S&P 500 Index Fund	Mutual Funds	Self	N/A	Dividends
T. Rowe Price Structured Research	Mutual Funds	Self	N/A	Dividends
T. Rowe Price Index Fund	Mutual Funds	Self	N/A	Dividends
End of SMART Plan	Other	Self	N/A	None
Fidelity Equity Income Fund	Mutual Funds	Self	N/A	Dividends
SiCon Labs US Treas INV CL FD	Mutual Funds	Self	N/A	Interest
Abbott Laboratories(ABT)	Stocks	Self	N/A	Dividends
Anheuser-Busch(BUD)	Stocks	Self	N/A	Dividends
AutoBay Communities Inc. Com	Stocks	Self	N/A	Dividends
Baxter International Inc. Com(BAX)	Stocks	Self	N/A	Dividends
Chubb Corp Com(CB)	Stocks	Self	N/A	Dividends
Cisco Systems Inc Com(CSCO)	Stocks	Self	N/A	Dividends
Cypress Semiconductor Corp(CY)	Stocks	Self	N/A	Dividends
Devon Energy Corp New Com(DVN)	Stocks	Self	N/A	Dividends
Walt Disney Co Com(DIS)	Stocks	Self	N/A	Dividends
Ecolab Inc Com(ECL)	Stocks	Self	N/A	Dividends
Exxon Mobil Corp(XOM)	Stocks	Self	N/A	Dividends
General Electric Co.(GE)	Stocks	Self	N/A	Dividends
Goldman Sachs Inc.(GS)	Stocks	Self	N/A	Dividends
Google Inc Cl A(GOOGL)	Stocks	Self	N/A	Dividends
Honeywell International Inc.(HON)	Stocks	Self	N/A	Dividends
IBM Corp(IBM)	Stocks	Self	N/A	Dividends
JP Morgan Chase & Co Com (Sold)(JPM)	Stocks	Self	N/A	Capital Gains
Johnson & Johnson(JNJ)	Stocks	Self	N/A	Dividends
Johnson Controls Inc.(JCI)	Stocks	Self	N/A	Dividends
Kellogg Company(K)	Stocks	Self	N/A	Dividends
Medtronic Inc.(MDT)	Stocks	Self	N/A	Dividends
Merck & Co., Inc.(MRK)	Stocks	Self	N/A	Dividends
Microsoft Corporation(MSFT)	Stocks	Self	N/A	Dividends
Monsanto Company(MON)	Stocks	Self	N/A	Dividends
Morgan Stanley Sponsored ADR(MS)	Stocks	Self	N/A	Dividends
Novartis AG ADR(NVS)	Stocks	Self	N/A	Dividends
PepsiCo, Inc.(PEP)	Stocks	Self	N/A	Dividends
Oracle Corporation(ORCL)	Stocks	Self	N/A	Dividends
Procter & Gamble Company(PG)	Stocks	Self	N/A	Dividends
Qualcomm Incorporated(QCOM)	Stocks	Self	N/A	Dividends
Raytheon Company(RTN)	Stocks	Self	N/A	Dividends
Schlumberger Limited(SLB)	Stocks	Self	N/A	Dividends
Suncor Energy Inc.(SU)	Stocks	Self	N/A	Dividends
Sysco Corporation(SYY)	Stocks	Self	N/A	Dividends
Texas Instruments Incorporated(TXN)	Stocks	Self	N/A	Dividends
United Parcel Service, Inc. Class B(UPS)	Stocks	Self	N/A	Dividends
United Technologies Corporation(UTX)	Stocks	Self	N/A	Dividends
Verizon Communications Inc (Sold)(VZ)	Stocks	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
Vodafone Group PLC ADR (Sold)(VOD)	Stocks	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
Walmart Stores Inc(WMT)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Waste Management Inc Del Com(WM)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Wells Fargo & Co.(WFC)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Trust: Frances B. Rauch	Other	Self	N/A	None
FBR Fund R	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Janus Treas Mkt NVI Cl 8	Mutual Funds	Self	$1,001 - $15,000	Interest $201 - $1,000
Abbott Labs(ABT)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Allstate Ins Co.(ALL)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Analog Devices Inc.(ADI)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Becton Dickinson & Co.(BDX)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
BP PLC ADR(BP)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Chevron Corp.(CVX)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Cisco Systems Inc.(CSCO)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Coca Cola Co.(KO)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Comcast Corp.(CMCSA)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
CVS/Caremark Corp.(CVS)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Deere & Co. Com(DE)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Disney Co.(DIS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Ecolab Inc. Com(ECL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Emerson Electric Corp.(EMR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
General Electric Co.(GE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Google Inc. Cl A(GOOGL)	Stocks	Self	$1,001 - $15,000	None
Honeywell Int'l Inc.(HON)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
JP Morgan Chase & Co. Com(JPM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Johnson & Johnson Com(JNJ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Johnson Controls Inc. Com(JCI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
McDonalds Corp. Com(MCD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Met Life Inc.(MET)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Microsoft Corp. Com(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Monsanto Co.	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley(MS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Novartis AG ADR(NVS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Occidental Pete Corp. Com(OXY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Oracle Corp. Com(ORCL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Plum Creek Timber Co. Inc.	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Procter and Gamble Co.(PG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Qualcomm(QCOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Sandia Area AB	Stocks	Self	$1,001 - $15,000	Dividends
Schlumberger Ltd.(SLB)	Stocks	Self	$1,001 - $15,000	Dividends
Steel Dynamics Inc.(STLD)	Stocks	Self	$1,001 - $15,000	Dividends
Texas Instruments Inc.(TXN)	Stocks	Self	$15,001 - $50,000	Dividends
Verizon Communications Inc. (Sold)(VZ)	Stocks	Self	$15,001 - $50,000	Dividends
Vodafone Group PLC ADR(VOD)	Stocks	Self	$1,001 - $15,000	Dividends
Wal-Mart Stores Inc.(WMT)	Stocks	Self	$15,001 - $50,000	Dividends
Waste Mgmt Inc. Del Com(WM)	Stocks	Self	$1,001 - $15,000	Dividends
Xcel Energy Inc.(XEL)	Stocks	Self	$1,001 - $15,000	Dividends
END OF TRUST U/W Frances S. Rauch	Other	Self	$1,000,001 - $5,000,000	Other Type of Income $100,001 - $1,000,000
Joseph P. Kennedy MA INV (Sold)	Mutual Funds	Self	$1,001 - $15,000	Dividends
BNY Mellon Intl Fund (Sold)	Mutual Funds	Self	$1,001 - $15,000	Dividends
BNY Mellon Midcap Stock (Sold)	Mutual Funds	Self	$1,001 - $15,000	Dividends
PIMCO Total Return Instl (Sold)	Mutual Funds	Self	$1,001 - $15,000	Dividends
Abbott Labs (Sold)(ABT)	Stocks	Self	$1,001 - $15,000	Dividends
Anheuser-Busch(BUD)	Stocks	Self	N/A	None
Chubb Corp.(CB)	Stocks	Self	N/A	None
Exxon Mobil(XOM)	Stocks	Self	N/A	None
General Electric Co.(GE)	Stocks	Self	N/A	None
Gap Inc.(GPS)	Stocks	Self	N/A	None
H.J. Heinz Co.(HNZ)	Stocks	Self	N/A	None
Honeywell International(HON)	Stocks	Self	N/A	None
McDonald's Corp.(MCD)	Stocks	Self	N/A	None
Merck & Co., Inc.(MRK)	Stocks	Self	N/A	None
Microsoft Corp.(MSFT)	Stocks	Self	N/A	None
Nestlé S.A. Sponsored ADR(NSRGY)	Stocks	Self	N/A	None
Occidental Petroleum Corp.(OXY)	Stocks	Self	N/A	None
Omnicom Group Inc.(OMC)	Stocks	Self	N/A	None
Plum Creek Timber Co., Inc.(PCL)	Stocks	Self	N/A	None
Sanofi-Aventis(SNY)	Stocks	Self	N/A	None
Sonic Automotive, Inc.(SAH)	Stocks	Self	N/A	None
T. Rowe Price Group, Inc.(TROW)	Stocks	Self	N/A	None
United Technologies Corp (Sold)(UTX)	Stocks	Self	$1,001 - $15,000	Capital Gains
Verizon Communications Inc (Sold)(VZ)	Stocks	Self	$1,001 - $15,000	Capital Gains
Marathon Petroleum Corp (Sold)(MPC)	Stocks	Self	$1,001 - $15,000	Capital Gains
Kinder Morgan(KMI)	Stocks	Self	$1,001 - $15,000	Dividends
DuPont De Nemours Inc Com (Sold)(DD)	Stocks	Self	$1,001 - $15,000	Capital Gains
Rudolph S. Rauch	Other	Self	N/A	None
Tax Exempt Trust UW of Joseph P. Kennedy III	Other	Self	N/A	Tax-Deferred
Sheila Rauch Kennedy and James R. Kennedy	Other	Self	N/A	None
State Street Bank & Trust	Bank & Cash	Self	N/A	Interest
Bank of America NA	Bank & Cash	Self	N/A	Interest
Common Trust Fund	Mutual Funds	Self	N/A	Dividends
Blackrock Balanced Index	Mutual Funds	Self	N/A	Dividends
BrandyTrust Global Common	Mutual Funds	Self	N/A	Dividends
BrandyTrust Special Equities	Mutual Funds	Self	N/A	Dividends
Partners LP	LLC / Partnership	Self	N/A	Other
Francis B. Rauch	Other	Self	N/A	None
Tax Exempt Trust U/W of R. Stewart Rauers f/b/o Joseph P. Kennedy and Her Descendants	Retirement & Pension	Self	N/A	None
State Street Bank & Trust	Retirement & Pension	Self	$100,001 - $250,000	None
BrandyTrust Multi-Strategy	Retirement & Pension	Self	$100,001 - $250,000	None
BrandyTrust Structured Index Fund	Retirement & Pension	Self	$50,001 - $100,000	None
BrandyTrust Global Common Trust Fund	Retirement & Pension	Self	$50,001 - $100,000	None
BrandyTrust Special Equities Fund	Retirement & Pension	Self	$15,001 - $50,000	None
State Street Bank & Trust (Cash)	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Suffolk Construction Cash Management Fund	Mutual Funds	Joint	$1,001 - $15,000	Dividends $1 - $200
Eastern Bank Small Cap Fund	Mutual Funds	Joint	$1,001 - $15,000	Dividends $1 - $200
Abbott Laboratories(ABT)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Analog Devices Inc.(ADI)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Akamai Technologies(AKAM)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Alphabet Inc.(GOOGL)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
AvalonBay Communities Inc.(AVB)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Amazon.com Inc.(AMZN)	Stocks	Joint	$1,001 - $15,000	None
Coca Cola Company(KO)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
CVS Caremark Corp.(CVS)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Walmart Stores Inc.(WMT)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Deere & Co.(DE)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
The Walt Disney Company(DIS)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Ecolab Inc.(ECL)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
EMC Corp.(EMC)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Exxon Mobil Corp.(XOM)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
First Republic Bank (San Francisco)(FRC) San Francisco, CA, US	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
General Electric Co.(GE)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Gilead Sciences Inc.(GILD)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Google Inc.(GOOGL)	Stocks	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Hewlett-Packard Co.(HPQ)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Home Depot Inc.(HD)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Johnson Controls Inc.(JCI)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Kinder Morgan Inc.(KMI)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
McDonald's Corp.(MCD)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Merck & Co., Inc.(MRK)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Microsoft Corp.(MSFT)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Monsanto Company(MON)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Occidental Petroleum Corp.(OXY)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Oracle Corp.(ORCL)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Plum Creek Timber Co., Inc.(PCL)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Procter & Gamble Co.(PG)	Stocks	Self	$15,001 - $50,000	None
Qualcomm Inc.(QCOM)	Stocks	Self	$15,001 - $50,000	None
Schlumberger Ltd.(SLB)	Stocks	Self	$15,001 - $50,000	None
United Parcel Service(UPS)	Stocks	Self	$1,001 - $15,000	None
Comcast Communications Inc.(CMCSA)	Stocks	Self	$15,001 - $50,000	None
Wal Mart Stores(WMT)	Stocks	Self	$15,001 - $50,000	None
Waste Management Inc Del(WM)	Stocks	Self	$15,001 - $50,000	None
Berkshire Hathaway Inc B(BRK.B)	Stocks	Self	$15,001 - $50,000	None
Nestle SA Sponsored ADR(NSRGY)	Stocks	Self	$15,001 - $50,000	None
Occidental Petroleum(OXY)	Stocks	Self	$1,001 - $15,000	None
Brandywine Global Common	Mutual Funds	Self	$500,001 - $1,000,000	None
Brandywine Multi Strategy	Mutual Funds	Self	$500,001 - $1,000,000	None
Common Trust Fund	Mutual Funds	Self	$250,001 - $500,000	None
Energy Private Equity LP (2003)	Retirement & Pension	Self	$500,001 - $1,000,000	None
Brandywine Special Equities Partners II LP	Retirement & Pension	Self	$250,001 - $500,000	None
Brandywine Special Equities Partners III LP	Retirement & Pension	Self	$500,001 - $1,000,000	None
BrandyTrust SPL, LLC	LLC / Partnership	Self	$1,001 - $15,000	None
Brandwine Private Equity Partners (2012) LP	Retirement & Pension	Self	$50,001 - $100,000	None
Brandwine Private Equity Partners (2005) LP	Retirement & Pension	Self	$250,001 - $500,000	None
Brandwine Private Equity Partners (2008) LP	Retirement & Pension	Self	$100,001 - $250,000	None
Brandwine Private Equity Partners (2008) LP	Retirement & Pension	Self	$250,001 - $500,000	None
Brandwine Private Equity Partners (2011) LP	Retirement & Pension	Self	$250,001 - $500,000	None
End of Eleanor G. Bawster Trust	Retirement & Pension	Self	$1,001 - $15,000	None
Northern Trust	Bank & Cash	Self	$100,001 - $250,000	None
International Jet Bank (Lines 16-21)	Bank & Cash	Self	N/A	None
George S. Brewster Trust U/A dated 12/21/1934, as amended f/b/o Joseph P. Kennedy Jr. Trust f/b/o Sheila Rauch Kennedy	Other	Self	$1,001 - $15,000	None
State Street Bank & Trust Company - Diversified Investment Cash Management Fund	Mutual Funds	Self	$50,001 - $100,000	None
Energy Select Sector SPDR Fund	ETFs	Self	$1,001 - $15,000	None
Acorn International Fund	Mutual Funds	Self	$1,001 - $15,000	None
Absolute P/C Ireland	Mutual Funds	Self	$1,001 - $15,000	None
Anheuser Busch(BUD)	Stocks	Self	$1,001 - $15,000	None
Chubb Corp.(CB)	Stocks	Self	$1,001 - $15,000	None
Cisco Systems(CSCO)	Stocks	Self	$1,001 - $15,000	None
CVS Caremark Corp.(CVS)	Stocks	Self	$1,001 - $15,000	None
Danaher Corporation(DHR)	Stocks	Self	$1,001 - $15,000	None
Dodge & Co.	Other	Self	$1,001 - $15,000	None
Ensco Plc(ESV)	Stocks	Self	$1,001 - $15,000	None
Fidelity	Mutual Funds	Self	$1,001 - $15,000	None
First Republic Bank San Fran(FRC) San Francisco, CA, US	Stocks	Self	$1,001 - $15,000	None
General Electric Co.(GE)	Stocks	Self	$1,001 - $15,000	None
Global Sciences Inc.	Stocks	Self	$1,001 - $15,000	None
Cisco Systems(CSCO)	Stocks	Self	$1,001 - $15,000	None
Johnson Controls Inc.(JCI)	Stocks	Self	$1,001 - $15,000	None
Kroger Co.(KR)	Stocks	Self	$1,001 - $15,000	None
Linear Technology Corp(LLTC)	Stocks	Self	$1,001 - $15,000	None
Medtronic Inc.(MDT)	Stocks	Self	$1,001 - $15,000	None
Merck & Co. Inc.(MRK)	Stocks	Self	$1,001 - $15,000	None
Microsoft Corp(MSFT)	Stocks	Self	$1,001 - $15,000	None
Occidental Petroleum Corp(OXY)	Stocks	Self	$1,001 - $15,000	None
Procter & Gamble Co.(PG)	Stocks	Self	$1,001 - $15,000	None
Plum Creek Timber Co. Inc.(PCL)	Stocks	Self	$1,001 - $15,000	None
Schlumberger Ltd(SLB)	Stocks	Self	$1,001 - $15,000	None
Sysco Corp. (Sold)(SYY)	Stocks	Self	$1,001 - $15,000	None
Verizon Communications (Sold)(VZ)	Stocks	Self	$1,001 - $15,000	None
Wal Mart Stores(WMT)	Stocks	Self	$1,001 - $15,000	None
Wells Fargo and Company ADR(WFC)	Stocks	Self	$1,001 - $15,000	None
BlackRock Inc. ADR(BLK)	Stocks	Self	$1,001 - $15,000	None
Novartis AG ADR(NVS)	Stocks	Self	$1,001 - $15,000	None
Vodafone Group PLC ADR(VOD)	Stocks	Self	$1,001 - $15,000	None
Banco ITAU Holding ADR(ITUB)	Stocks	Self	$1,001 - $15,000	None
Brandywine Global Common	Mutual Funds	Self	$100,001 - $250,000	None
Brandy/Trust Multi Strategy	Mutual Funds	Self	$100,001 - $250,000	None
Intel Corporation(INTC)	Stocks	Self	$1,001 - $15,000	None
Residuary Trust U/W of Google S. Brewster and Anne S. Brewster B. Rauch f/b/o Sheila Rauch Kennedy and Joseph P. Kennedy III	Other	Self	N/A	None
DWTS Treasury Prime Cash Management Fund	Mutual Funds	Self	$100,001 - $250,000	Interest
Edgewood Growth Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends
Accenture PLC Ireland(ACN)	Stocks	Self	$1,001 - $15,000	Dividends
Analog Devices Inc.(ADI)	Stocks	Self	$1,001 - $15,000	Dividends
Anheuser Busch(BUD)	Stocks	Self	$1,001 - $15,000	Dividends
AvalonBay Communities Inc.(AVB)	Stocks	Self	$1,001 - $15,000	Dividends
Charles Schwab Corp.(SCHW)	Stocks	Self	$1,001 - $15,000	Dividends
CVS Caremark Corp.(CVS)	Stocks	Self	$1,001 - $15,000	Dividends
Danaher Corp.(DHR)	Stocks	Self	$1,001 - $15,000	Dividends
Delphi Automotive PLC(DLPH)	Stocks	Self	$1,001 - $15,000	Dividends
Dover & Co.(DOV)	Stocks	Self	$1,001 - $15,000	Dividends
Eaton Vance Corp.(EV)	Stocks	Self	$1,001 - $15,000	Dividends
Ecolab Inc.(ECL)	Stocks	Self	$1,001 - $15,000	Dividends
EMC Corp.(EMC)	Stocks	Self	$1,001 - $15,000	Dividends
Exxon Mobil Corp.(XOM)	Stocks	Self	$1,001 - $15,000	Dividends
First Republic Bank San Francisco(FRC)	Stocks	Self	N/A	Interest
General Electric Co.(GE)	Stocks	Self	N/A	Dividends
Gilead Sciences Inc.(GILD)	Stocks	Self	N/A	Dividends
Google Inc.(GOOG)	Stocks	Self	N/A	None
IBM(IBM)	Stocks	Self	N/A	Dividends
Johnson & Johnson(JNJ)	Stocks	Self	N/A	Dividends
Johnson Controls Inc.(JCI)	Stocks	Self	N/A	Dividends
Kinder Morgan(KMI)	Stocks	Self	N/A	Dividends
Linear Technology Corp(LLTC)	Stocks	Self	N/A	Dividends
Lockheed Corp.(LMT)	Stocks	Self	N/A	Dividends
McAfee Inc.(MFE)	Stocks	Self	N/A	None
Merck & Co.(MRK)	Stocks	Self	N/A	Dividends
Mondelez Intl.(MDLZ)	Stocks	Self	N/A	Dividends
Monsanto Company(MON)	Stocks	Self	N/A	Dividends
Oracle Corp.(ORCL)	Stocks	Self	N/A	Dividends
Plum Creek Timber Co. Inc.(PCL)	Stocks	Self	N/A	Dividends
Qualcomm Inc.(QCOM)	Stocks	Self	N/A	Dividends
Schlumberger Ltd(SLB)	Stocks	Self	N/A	Dividends
Verizon Communications (Sold)(VZ)	Stocks	Self	N/A	None
Wal Mart Stores(WMT)	Stocks	Self	N/A	Dividends
Wells Management Inc. (Delaware)	Other	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Wells Fargo and Company(WFC)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Wilmington Trust Corp.	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Nestle S.A. Sponsored ADR(NSRGY)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Vodafone Group Sponsored ADR(VOD)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Bancroft Fund Ltd.(BCV)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Brandes Institutional Equity Fund	Mutual Funds	Spouse	$500,001 - $1,000,000	Capital Gains $201 - $1,000
Common Trust Fund	Other	Spouse	$500,001 - $1,000,000	Capital Gains $201 - $1,000
Brewster Capital Equities	LLC / Partnership	Spouse	$50,001 - $100,000	Other $201 - $1,000
MFS Growth Allocation Fund(MAGWX)	Mutual Funds	Spouse	$15,001 - $50,000	Capital Gains $201 - $1,000
Wells Fargo Bank Accounts	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
USAA Bank Deposits	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
Lincoln National Life Insurance Co.	Insurance	Spouse	$1,001 - $15,000	None
Vanguard IRA (sole asset)	Retirement & Pension	Spouse	$500,001 - $1,000,000	Capital Gains $201 - $1,000
Vanguard 529 Fund	Mutual Funds	Spouse	$15,001 - $50,000	None

Liabilities (3)

Creditor	Type	Amount	Rate	Term
Sallie Mae, Wilkes Barre, PA	student loan	$15,001 - $50,000	—	—
Nelnet, Lincoln, NE	student loan	$50,001 - $100,000	—	—
Harvard University, Cambridge, MA	student loan	$10,001 - $15,000	—	—

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).