Luis V. Gutiérrez
Luis V. Gutiérrez Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed August 13, 2012. Includes 51 assets.
Est. Net Worth
$3.3M
2012 annual disclosure
Total Assets
$1.9M - $4.7M
51 assets
Total Liabilities
$0
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
Other$1.3M (5)
Bank & Cash$601K (9)
Real Estate$550K (2)
Mutual Funds$415K (25)
ETFs$299K (7)
Retirement & Pension$175K (1)
Stocks$0 (2)
Top Stock Holdings (from trades)
All Assets (51)
| Asset | Value |
|---|---|
535 Marina Street Guaynabo, PR, US | $250,001 - $500,000 |
615 Vista Street Rio Grande, PR, US | $100,001 - $250,000 |
Great American Insurance Company (fixed) Corporate Bond | $100,001 - $250,000 |
PNC Bank CD (formerly National City Bank) | $100,001 - $250,000 |
Lincoln Financial (formerly National City Bank) | $250,001 - $500,000 |
New York Life Insurance Company Annuity (fixed) | $100,001 - $250,000 |
Pacific Life Annuity (Variable) | $100,001 - $250,000 |
American Asset Alloc. | $15,001 - $50,000 |
BR Global Allocation | $15,001 - $50,000 |
FT Founding Funds CL 4 | $15,001 - $50,000 |
PIMCO Global Multi-Asset | $50,001 - $100,000 |
PNC Money Market | $1 - $1,000 |
PNC Checking account (formerly National City Bank) | $100,001 - $250,000 |
American Express Savings Account | $100,001 - $250,000 |
Appleseed Fund Investor (Brokerage Acct #1) | $1,001 - $15,000 |
Delafield Fund | $1,001 - $15,000 |
FMI Large Cap | $1,001 - $15,000 |
Glenmede Small Cap | $1,001 - $15,000 |
Janus Balanced | $1,001 - $15,000 |
JENSEN QUALITY GROWTH FD | $1,001 - $15,000 |
JP MORGAN LARGE CAP | $1,001 - $15,000 |
MANNING & NAPIER Equity Fund | $15,001 - $50,000 |
OAKMARK INTL FD | $1,001 - $15,000 |
REYNOLDS BLUE CHIP GRWTH | $15,001 - $50,000 |
WELLS FARGO ADVTG | $1,001 - $15,000 |
YACKTMAN FOCUSED FUND | $1,001 - $15,000 |
SCHWAB & CO STOCKS | $250,001 - $500,000 |
SECTOR SPDR HEALTH (part of Chas Schwab) | $1,001 - $15,000 |
Mathew Asia Div | N/A |
Scout Intl FD | $1,001 - $15,000 |
SPDR S&P 500 | $15,001 - $50,000 |
SCH US REIT ETF | $1,001 - $15,000 |
SCH US LCAP ETF | $100,001 - $250,000 |
| $50,001 - $100,000 | |
Charles Schwab Account #2 (See Note 2) | N/A |
Prudential Retirement Annuity (original purchase) | $100,001 - $250,000 |
Prudential Annuity Retirement Reallocation - Large Cap Value/Price and MFS Growth | $15,001 - $50,000 |
Mid/Small Cap | $1,001 - $15,000 |
International Value and Growth | $1,001 - $15,000 |
First Trust Cap | $1,001 - $15,000 |
Bonds - Lord Abbett and Western | $15,001 - $50,000 |
Charles Schwab Brokerage Account #1 (cont'd) | $50,001 - $100,000 |
| N/A | |
| N/A | |
Monetary Young Inv. | N/A |
Parnassus Workplace | N/A |
| N/A | |
| N/A | |
Northern Trust Securities Brokerage Account 2010 | N/A |
Northern Trust Securities Money Market Acct 1 | N/A |
Ameritrade Brokerage Account | N/A |
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
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).