CS
Congress Stock
Mikie Sherrill

Mikie Sherrill Net Worth & Financial Disclosure

house

Estimated portfolio based on 308 periodic transaction reports filed under the STOCK Act. Values are estimates from disclosed dollar ranges.

Est. Net Worth
N/A
No disclosure data
Top Holdings
10
Unique tickers traded
Sectors
16
Industry sectors
Total Trades
308
From PTR filings
Trade Volume
$5.9M
Midpoint of disclosed ranges

Top Stock Holdings (from trades)

UBS
UBS Group AGUBS
$2.6M
FDRR
FIDELITY DIVIDEND ETF FOR RISING RATESFDRR
$175K
SCHD
Schwab U.S. Dividend Equity ETFSCHD
$175K
SPYG
State Street SPDR Portfolio S&P 500 Growth ETFSPYG
$175K
IGV
iShares Expanded Tech-Software Sector ETFIGV
$175K
NULG
Nuveen ESG Large-Cap GrowthNULG
$175K
AMZN
Amazon.com, Inc.AMZN
$49K
SAFRY
Safran S.A.SAFRY
$48K
V
Visa Inc.V
$41K
META
Meta Platforms, Inc.META
$41K

Trading Sector Allocation (from PTR trades)

Financial Services$3.3M
Consumer Defensive$281K
Energy$120K
Healthcare$361K
Industrials$216K
Basic Materials$64K
Technology$827K
Utilities$72K
Consumer Cyclical$177K
Communication Services$24K
Retail Trade$49K
Services$49K
Real Estate$80K
Banking$16K
Insurance$16K
Manufacturing$33K

Where Mikie Sherrill's numbers come from

Mikie Sherrill has disclosed 308 stock and asset trades under the STOCK Act, and the figures on this page are estimated from those filings. A precise net-worth figure requires the separate annual financial disclosure, which lists all assets and liabilities in dollar ranges once a year; we have not yet processed one for Mikie Sherrill, so treat the portfolio numbers here as a floor built from trading activity, not a full balance sheet.

Trade values themselves are reported in ranges (the smallest bracket is $1,001 to $15,000), so totals are midpoint estimates. For the complete transaction history behind these numbers, see Mikie Sherrill's trading profile, or read how to read a periodic transaction report.

Mikie Sherrill tradesWealthiest membersMost active tradersNJ delegationArticles
Methodology: Figures are derived from periodic transaction reports (PTRs) filed under the STOCK Act. Congress members report transactions in dollar ranges, so all values are estimates using the midpoint of each range. Annual financial disclosure data may not yet be available for this member.