Niki Tsongas
Niki Tsongas Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed June 18, 2013. Includes 49 assets and 3 liabilities.
Est. Net Worth
$19.4M
2013 annual disclosure
Total Assets
$7.7M - $33.8M
49 assets
Total Liabilities
$850K - $1.8M
3 liabilities
Total Trades
164
From PTR filings
Trade Volume
$4.7M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $5.2M |
| 2009 | $5M |
| 2010 | $5.2M |
| 2011 | $5.4M |
| 2012 | $4.7M |
| 2013 | $19.4M |
| 2013 | $19.3M |
Assets by Category
Mutual Funds$16.4M (28)
Real Estate$3.8M (2)
Gov. Securities$375K (7)
ETFs$198K (8)
Stocks$41K (4)
Top Stock Holdings (from trades)
All Assets (49)
| Asset | Value |
|---|---|
26 Auburn St Charlestown, MA, US | $500,001 - $1,000,000 |
55 High St Chatham, MA, US | $1,000,001 - $5,000,000 |
ABRDN Diversified Arbitrage Fund | $5,000,001 - $25,000,000 |
Aston Montag & Caldwell Growth Fund | $50,001 - $100,000 |
BlackRock ESG 60 Moderate Allocation Bond Fund (Inv Bds) | $50,001 - $100,000 |
US Treasury Reserve Exempt | $15,001 - $50,000 |
Columbia Acorn Fund | $15,001 - $50,000 |
Columbia Acorn International Fund | $50,001 - $100,000 |
Columbia Bond Fund | $50,001 - $100,000 |
Columbia Dividend Income Fund | $100,001 - $250,000 |
Columbia High Yield Fund | $15,001 - $50,000 |
Columbia Income Opportunities | $15,001 - $50,000 |
Columbia Large Cap Core Fund | $50,001 - $100,000 |
Columbia Large Cap Value Fund | $50,001 - $100,000 |
Columbia MA Inter Muni Bd Fund | $100,001 - $250,000 |
Columbia Mid Cap Growth Fund | $5,001 - $15,000 |
Columbia Multi Advisor Intl Equity Fund | $15,001 - $50,000 |
Columbia Real Estate Equity Fund | $15,001 - $50,000 |
Columbia Small Cap Core Fund | $50,001 - $100,000 |
Columbia US Govt Mtg Fund | $1,001 - $15,000 |
ENRON | N/A |
Enterprise Bank & Trust | N/A |
Falmouth Mass GO Mun Purp Lm Bds | $50,001 - $100,000 |
Pittsburgh Mass GO Sch Bds | $50,001 - $100,000 |
| $1,001 - $15,000 | |
Harbor International Fund | $1,001 - $15,000 |
iShares Barclays Intermediate Cr Bd Fund | $50,001 - $100,000 |
| $50,001 - $100,000 | |
iShares MSCI Hong Kong Index Fund | $1,001 - $15,000 |
iShares MSCI South Korea Index Fund | $1,001 - $15,000 |
iShares MSCI Taiwan | $1,001 - $15,000 |
iShares S&P Emerging Mkts Infra Index Fund | $1,001 - $15,000 |
| $1,001 - $15,000 | |
JP Morgan U.S. Large Cap Core Plus Fund | $50,001 - $100,000 |
Lazard Emerging Mkts Equity Portfolio | $1,001 - $15,000 |
Mass ST GO BDS | $50,001 - $100,000 |
Massachusetts ST Health & Edl Rev BDS | N/A |
Poland WTR Pollution A WTR BDS | $50,001 - $100,000 |
| $15,001 - $50,000 | |
PIMCO Commodity Real Return Strategy Fund | $15,001 - $50,000 |
PIMCO Foreign Bond Fund | $15,001 - $50,000 |
PIMCO Global Multi Asset Fund | $1,001 - $15,000 |
PIMCO Total Return Fund | $50,001 - $100,000 |
| $1,001 - $15,000 | |
Thornburg Intl Value Fund | $15,001 - $50,000 |
United States Treas NT | N/A |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Wellesley Mass Municipal Purp Ln Bds | $50,001 - $100,000 |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| Enterprise Bank and Trust | line of credit | $100,001 - $250,000 |
| TD Bank | mortgage | $500,001 - $1,000,000 |
| Enterprise Bank and Trust | mortgage | $250,001 - $500,000 |
Trading Sector Allocation (from PTR trades)
Financial Services$146K
Healthcare$8K
Basic Materials$32K
Real Estate$8K
Consumer Cyclical$8K
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).