Luis V. Gutiérrez Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed August 13, 2013. Includes 146 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$3.1M

2013 annual disclosure

Total Assets

$1.6M - $4.6M

146 assets

Total Liabilities

0 liabilities

Total Trades

492

From PTR filings

Trade Volume

$10.7M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$1.6M
2009	$2.4M
2010	$3.3M
2011	$3M
2012	$3.3M
2013	$65K
2013	$3.1M

Assets by Category

Mutual Funds$852K (25)

Gov. Securities$753K (24)

ETFs$728K (58)

Other$450K (8)

Insurance$175K (2)

Stocks$75K (20)

Bank & Cash$74K (4)

Retirement & Pension$8K (1)

Real Estate$0 (4)

Top Stock Holdings (from trades)

Charles Schwab Brokerage Account #1 APPLE INCAAPL

$750K

Apple Inc.AAPL

$355K

Berkshire hathaway Inc. NewBRK.B

$350K

SCHW US LcapSCHX

$250K

All Assets (146)

Asset	Type	Owner	Value	Income
535 Marina St Rio Grande, PR, US	Real Estate	Joint	N/A	None
635 Marina St Rio Grande, PR, US	Real Estate	Joint	N/A	None
615 Vistamar St Rio Grande, PR, US	Real Estate	Joint	N/A	Rent $2,501 - $5,000
3165 Villa St Rio Grande, PR, US	Real Estate	Joint	N/A	Capital Gains $15,001 - $50,000
Great American Insurance Corporation Annuity (fixed)	Insurance	Joint	N/A	Interest $15,001 - $50,000
New York Life Insurance Annuity (fixed)	Insurance	Joint	$100,001 - $250,000	Interest
Pacific Life Annuity - DCA Plus 12-Month (fixed)	Other	Self	$50,001 - $100,000	None
Pacific Life Annuity - Port Opt Conservative (variable)	Other	Self	$250,001 - $500,000	None
Pacific Life Annuity - Global Allocation (variable)	Other	Self	N/A	None
Pacific Life Annuity - FT Founding Funds (variable)	Other	Self	N/A	None
Pacific Life Annuity - American Asset Alloc (variable)	Other	Self	N/A	None
Pacific Life Annuity - PIMCO Global Multi-Asset (variable)	Other	Self	N/A	None
Pacific Life Annuity - Port Opt Growth (variable)	Other	Self	N/A	None
PNC Checking Account	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
American Express Savings Account	Bank & Cash	Self	$1 - $1,000	Interest $1 - $200
Bay Area Toll Authority	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
California State 5% 2023 California, US	Gov. Securities	Self	$50,001 - $100,000	Interest $201 - $1,000
California State 5% 2022 California, US	Gov. Securities	Spouse	$15,001 - $50,000	Interest/Capital Gains $201 - $1,000
District of Columbia 5% 2019 District of Columbia, US	Gov. Securities	Self	$50,001 - $100,000	Interest $201 - $1,000
Massachusetts State 5% 2020 Massachusetts, US	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Metropolitan Transp 5/5/24	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
Montana FAC 5/6/22	Gov. Securities	Self	$15,001 - $50,000	Interest $1 - $200
Nebraska D08 5/19	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
New Jersey Econ	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
New Jersey St TPK	Gov. Securities	Self	$15,001 - $50,000	Interest $1 - $200
New Jersey St TR	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
New York NY	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
North Carolina Mun	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
Ohio State 4%	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Oklahoma St WTR	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Orange County FL	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Pennsylvania Econ	Gov. Securities	Self	$50,001 - $100,000	Interest $201 - $1,000
Rhode Island Clean	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Virginia St Res	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Washington State-FOR	Gov. Securities	Spouse	$15,001 - $50,000	Interest $201 - $1,000
AT&T(T)	Stocks	Spouse	$50,001 - $100,000	Capital Gains $1,001 - $2,500
Ameren Corp(AEE)	Stocks	Spouse	N/A	Capital Gains $201 - $1,000
TIAA Cref High Yield (Charles Schwab)	Mutual Funds	Spouse	$50,001 - $100,000	Interest $201 - $1,000
Guggenheim Echg	ETFs	Spouse	$1,001 - $15,000	Capital Gains $1 - $200
iShares ETF	ETFs	Spouse	$1,001 - $15,000	Capital Gains
iShares FTSE	ETFs	Spouse	$1,001 - $15,000	Capital Gains $201 - $1,000
iShares Gold Trust(IAU)	ETFs	Spouse	$1,001 - $15,000	Capital Gains $1 - $200
iShares MSCI	ETFs	Spouse	$1,001 - $15,000	Capital Gains $201 - $1,000
iShares Hong Kong(EWH)	ETFs	Spouse	$1,001 - $15,000	Capital Gains $201 - $1,000
iShares TR Barclays 1-3 yrs(SHY)	ETFs	Spouse	$1,001 - $15,000	Capital Gains
iShares Barclays 7-10 Yrs	ETFs	Self	$1,001 - $15,000	Capital Gains
iShares Barclays Trp	ETFs	Spouse	$1,001 - $15,000	Capital Gains $1 - $200
Pimco Exch	ETFs	Spouse	$1,001 - $15,000	Capital Gains $1 - $200
PowerShares S&P	ETFs	Self	$1,001 - $15,000	Capital Gains
PowerShares DB	ETFs	Spouse	$1,001 - $15,000	Capital Gains
PowerShares Exch	ETFs	Self	$1,001 - $15,000	Capital Gains $1 - $200
PowerShares QQQ	ETFs	Self	$1,001 - $15,000	Capital Gains
SPDR Barclays	ETFs	Self	$15,001 - $50,000	Capital Gains
Vanguard Bond	Mutual Funds	Self	$50,001 - $100,000	Capital Gains
Vanguard Div Appreciation	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains $1 - $200
Vanguard Reit	Mutual Funds	Self	$15,001 - $50,000	Capital Gains $1 - $200
Vanguard Total	Mutual Funds	Self	$50,001 - $100,000	Capital Gains $1 - $200
Charles Schwab	Bank & Cash	Self	$1,001 - $15,000	Capital Gains $1 - $200
iShares ETF	ETFs	Self	$1,001 - $15,000	Capital Gains $1 - $200
iShares ETF	ETFs	Self	$1,001 - $15,000	Capital Gains
iShares FTSE	ETFs	Self	$15,001 - $50,000	Capital Gains
iShares Gold Trust	ETFs	Self	$15,001 - $50,000	Capital Gains $1,001 - $2,500
iShares MSCI Cnvy	ETFs	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
iShares Hong Kong	ETFs	Self	$15,001 - $50,000	Capital Gains $201 - $1,000
iShares TR Barclays	ETFs	Self	$1,001 - $15,000	Capital Gains
iShares TR Barclay TIPS	ETFs	Spouse	$15,001 - $50,000	Capital Gains $1 - $200
iShares TR Russell	ETFs	Self	$15,001 - $50,000	Capital Gains $201 - $1,000
PowerShares S&P ETF	ETFs	Self	$1,001 - $15,000	Capital Gains
PowerShares DB	ETFs	Self	$1,001 - $15,000	Capital Gains
PowerShares Exch Trd	ETFs	Self	$15,001 - $50,000	Capital Gains $1 - $200
PowerShares QQQ	ETFs	Self	$15,001 - $50,000	Capital Gains
SPDR Barclays ETF	ETFs	Spouse	$50,001 - $100,000	Capital Gains
Sprott Gold Trust	ETFs	Spouse	$1,001 - $15,000	Capital Gains $1 - $200
Vanguard Bond Index Fund	Mutual Funds	Spouse	$15,001 - $50,000	Capital Gains
Vanguard Dividend Appreciation	Mutual Funds	Spouse	$15,001 - $50,000	Capital Gains $201 - $1,000
Vanguard MSCI	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains $201 - $1,000
Vanguard Msci	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains $201 - $1,000
Vanguard REIT	Mutual Funds	Spouse	$15,001 - $50,000	Capital Gains $1 - $200
Vanguard Total Stock	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains $201 - $1,000
WisdomTree Asia	ETFs	Spouse	$1,001 - $15,000	Capital Gains $1 - $200
Charles Schwab ETF	ETFs	Spouse	$1,001 - $15,000	Capital Gains $1 - $200
iShares ETF	ETFs	Spouse	$15,001 - $50,000	Capital Gains
iShares FTSE	ETFs	Spouse	$1,001 - $15,000	Capital Gains $201 - $1,000
iShares Gold	ETFs	Spouse	$1,001 - $15,000	Capital Gains
iShares MSCI Germany	ETFs	Spouse	$1,001 - $15,000	Capital Gains $201 - $1,000
iShares Hong Kong	ETFs	Self	$1,001 - $15,000	CAPITAL GAINS $201 - $1,000
iShares TR Barclays Bond	ETFs	Self	$1,001 - $15,000	None
iShares TR Russell	ETFs	Self	$1,001 - $15,000	None
Market Vectors	ETFs	Self	$1,001 - $15,000	None
PowerShares S&P	ETFs	Self	$1,001 - $15,000	None
PowerShares DB	ETFs	Self	$1,001 - $15,000	None
PowerShares Exch Trd	ETFs	Self	$1,001 - $15,000	CAPITAL GAINS $1 - $200
PowerShares QQQ Trust	ETFs	Self	$1,001 - $15,000	None
SPDR Gold Trust	ETFs	Self	$1,001 - $15,000	None
Vanguard Div Appr	ETFs	Self	$15,001 - $50,000	CAPITAL GAINS
Vanguard MSCI EAFE	ETFs	Self	$1,001 - $15,000	CAPITAL GAINS $1 - $200
Vanguard MSCI Emerging	ETFs	Self	$1,001 - $15,000	CAPITAL GAINS $1 - $200
Vanguard REIT	ETFs	Self	$1,001 - $15,000	CAPITAL GAINS
Vanguard Total Stock	ETFs	Self	$1,001 - $15,000	CAPITAL GAINS
WisdomTree Asia	ETFs	Spouse	$1,001 - $15,000	Capital Gains $1 - $200
Charles Schwab	Bank & Cash	Spouse	$15,001 - $50,000	Capital Gains
American Century Inter	Mutual Funds	Spouse	$100,001 - $250,000	Capital Gains
Pimco Total Return	Mutual Funds	Spouse	$15,001 - $50,000	Capital Gains
iShares iBoxx	ETFs	Spouse	$1,001 - $15,000	Capital Gains
American FD New	Mutual Funds	Spouse	$15,001 - $50,000	Capital Gains $201 - $1,000
AmerisourceBergen(ABC)	Stocks	Spouse	N/A	Capital Gains $201 - $1,000
American Eagle(AEO)	Stocks	Spouse	N/A	Capital Gains $201 - $1,000
Eaton Corp(ETN)	Stocks	Spouse	N/A	Capital Gains $201 - $1,000
Herbalife Ltd(HLF)	Stocks	Spouse	N/A	Capital Gains $201 - $1,000
Home Depot(HD)	Stocks	Spouse	N/A	Capital Gains $1,001 - $2,500
International Paper(IP)	Stocks	Spouse	N/A	Capital Gains $201 - $1,000
IBM(IBM)	Stocks	Spouse	N/A	Capital Gains $201 - $1,000
KLA Tencor(KLAC)	Stocks	Spouse	N/A	Capital Gains $201 - $1,000
Merck & Co.(MRK)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
Pfizer Inc.(PFE)	Stocks	Self	N/A	Capital Gains $201 - $1,000
Phillips 66(PSX)	Stocks	Self	N/A	Capital Gains $201 - $1,000
SCHW US Caps	ETFs	Self	N/A	Capital Gains $2,501 - $5,000
Time Warner(TWX)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
US Bancorp(USB)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
United Parcel Service(UPS)	Stocks	Self	N/A	Capital Gains $201 - $1,000
VF Corp(VFC)	Stocks	Self	N/A	Capital Gains $201 - $1,000
Wells Fargo(WFC)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
Williams Co.(WMB)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
Arizona St Trans Arizona, US	Gov. Securities	Self	N/A	Capital Gains $201 - $1,000
Daflaield Fund	Mutual Funds	Self	N/A	Capital Gains $201 - $1,000
SCHW US SCAP(SCHA)	ETFs	Self	N/A	Capital Gains $201 - $1,000
Sector SPDR Health(XLV)	ETFs	Self	N/A	Capital Gains $201 - $1,000
Cohen & Steers Realty	Mutual Funds	Self	N/A	Capital Gains $1,001 - $2,500
Health Care REIT(WELL)	Stocks	Self	N/A	Capital Gains $2,501 - $5,000
Manager Real Estate	Other	Self	N/A	Capital Gains $201 - $1,000
Ridgeworth High Income	Mutual Funds	Self	N/A	Capital Gains $201 - $1,000
SCHW US LCap(SCHX)	ETFs	Self	N/A	Capital Gains $5,001 - $15,000
iShares TR Barclays TIPS(TIP)	ETFs	Spouse	N/A	Capital Gains $201 - $1,000
iShares TR Barclays TIPS(TIP)	ETFs	Spouse	N/A	Capital Gains $201 - $1,000
Prudential Annuity (Roth IRA Aggregation) - Cohen & Steers Realty	Retirement & Pension	Self	$1,001 - $15,000	Dividends/Capital Gains
JP Morgan Int'l Equity	Mutual Funds	Self	$50,001 - $100,000	Dividends/Capital Gains
Pimco Total Return Bond	Mutual Funds	Self	$50,001 - $100,000	Dividends/Capital Gains
T Rowe Price Asset	Mutual Funds	Self	$50,001 - $100,000	Capital Gains/Dividends
Florida St Florida, US	Gov. Securities	Self	$15,001 - $50,000	Capital Gains
California St Pub California, US	Gov. Securities	Self	$15,001 - $50,000	Capital Gains
California GO	Gov. Securities	Self	$1,001 - $15,000	Capital Gains
T. Rowe Price Large Cap	Mutual Funds	Self	N/A	Capital Gains
Mid-Small Cap	Mutual Funds	Self	N/A	Capital Gains
International growth	Mutual Funds	Self	N/A	Capital Gains
First Cap	Mutual Funds	Self	N/A	Capital Gains
Bonds-Lord Abbett	Mutual Funds	Self	N/A	Capital Gains

Trading Sector Allocation (from PTR trades)

Healthcare$48K

Industrials$48K

Energy$64K

Technology$1.2M

Insurance$16K

Financial Services$734K

Real Estate$89K

Basic Materials$145K

Consumer Cyclical$64K

Utilities$24K

Consumer Defensive$8K

Retail Trade$16K

Communication Services$32K

Banking$33K

Luis V. Gutiérrez trades Wealthiest members Most active traders IL 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).