Mo Brooks
Mo Brooks Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 8, 2013. Includes 49 assets and 1 liabilities.
Est. Net Worth
$817K
2013 annual disclosure
Total Assets
$619K - $1.8M
49 assets
Total Liabilities
$250K - $500K
1 liabilities
Total Trades
148
From PTR filings
Trade Volume
$2.3M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2010 | $81K |
| 2011 | $1M |
| 2012 | $900K |
| 2013 | $817K |
Assets by Category
Stocks$358K (22)
LLC / Partnership$183K (3)
Bank & Cash$176K (5)
Mutual Funds$148K (7)
Retirement & Pension$116K (3)
Gov. Securities$107K (5)
Other$106K (4)
Top Stock Holdings (from trades)
All Assets (49)
| Asset | Value |
|---|---|
Citibank NA South Dakota Deposit Account | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Baldwin County, AL Board of Ed Bond 11/6/08 Baldwin County, AL, US | $50,001 - $100,000 |
Total Equipment Finance Corp of Louisiana Bonds Louisiana, US | $15,000 - $15,000 |
Huntsville Redstone Village Bonds | $1,001 - $15,000 |
Royce Global Value Fund | $50,001 - $100,000 |
Baldwin County, AL Board of Ed Bond 2/9/10 Baldwin County, AL, US | $1,001 - $15,000 |
Morgan Stanley IRA FDIC Insured | $50,000 - $100,000 |
Homewood Ala City Brd Ed Spl Tax Sch Warrants Homewood, AL, US | $1,001 - $15,000 |
Tax Sch Warrants | $1,001 - $15,000 |
BB&T Bank USA FDIC Insured | $5,001 - $15,000 |
| $15,001 - $50,000 | |
Alpine Asset Investment Corp Stock | $1,001 - $15,000 |
Blackrock Income Trust Stock | $1,001 - $15,000 |
| $15,000 - $50,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| N/A | |
| $1,001 - $15,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
San Joaquin Hills CA Transportation Corridor Agency Revenue Tolls San Joaquin Hills, CA, US | $1,001 - $15,000 |
529 College Savings Accounts – Auburn College & Univ. Revenue | $50,001 - $100,000 |
Legg Mason Opportunity Trust Mutual Fund | $1,001 - $15,000 |
Legg Mason Special Investment Trust Mutual Fund | $1,001 - $15,000 |
Royce Fund Mutual Fund | $1,001 - $15,000 |
Dreyfus Money Market | $1,001 - $15,000 |
RS Large Cap Alpha Fund Class A | $15,001 - $50,000 |
TD Bank USA FDIC Insured Deposit Account | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Dreyfus Strategic Municipal Bond Fund | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Thrivent FDIC Insured Deposit Account | $50,001 - $100,000 |
| $1,001 - $15,000 | |
Consolidation Coal Company | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Westervelt Company, LLC | $50,001 - $100,000 |
Duke Capital Corp Bonds | $1,001 - $15,000 |
Olsen Chiropractic | $15,001 - $50,000 |
Retirement Systems of Alabama | $1,001 - $15,000 |
Retirement Systems of Alabama | $15,001 - $50,000 |
America First Federal Credit Union Savings Account | $50,001 - $100,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Capitol Hill Tower Housing Coop, Inc. | mortgage | $250,001 - $500,000 |
Trading Sector Allocation (from PTR trades)
Utilities$325K
Technology$185K
Communication Services$282K
Financial Services$73K
Healthcare$201K
Manufacturing$8K
Consumer Cyclical$65K
Energy$8K
Consumer Defensive$8K
Industrials$24K
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).