Peter Welch Net Worth & Financial Disclosure

Asset	Type	Owner	Value	Income
Baker Brazil	Stocks	Self	$15,001 - $50,000	Dividends, Capital Gains $2,501 - $5,000
LSI	Stocks	Self	$15,001 - $50,000	Dividends, Capital Gains $2,501 - $5,000
Microsoft(MSFT)	Stocks	Self	$15,001 - $50,000	Dividends, Capital Gains $2,501 - $5,000
Bank Midwest	Bank & Cash	Self	$100,001 - $250,000	Interest $201 - $1,000
Baker Utilities	Stocks	Self	$15,001 - $50,000	Dividends, Capital Gains $2,501 - $5,000
American Century Capital	Mutual Funds	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Schwab Money Market	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
Vanguard 500	Mutual Funds	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Bank N.Y.B.	Bank & Cash	Self	$50,001 - $100,000	Interest $201 - $1,000
Govt Elec	Other	Self	$15,001 - $50,000	Interest $201 - $1,000
General Electric(GE)	Stocks	Self	$50,001 - $100,000	Dividends/Capital Gains $1,001 - $2,500
Janus (Japan New)	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Texas Instruments(TXN)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Fidelity Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
IPA	Other	Self	$15,001 - $50,000	None
Cap Trust	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Free Mkt	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Free Growth	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Govt Fund	Mutual Funds	Self	$15,001 - $50,000	Interest $201 - $1,000
Govt Money Mkt	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
Telmex (America Movil)(AMX)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Frame Mota	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
VSECU Savings	Bank & Cash	Self	N/A	Interest
National Savings	Bank & Cash	Self	N/A	Interest
TIAA-CREF S&P 500	Mutual Funds	Self	N/A	Dividends
10 Acres Maryland Maryland, US	Real Estate	Self	N/A	None
American Family Life Insurance	Insurance	Self	N/A	None
Unum Life Insurance	Insurance	Self	N/A	None
JPMorgan Chase & Co.(JPM)	Stocks	Self	N/A	Dividends
Exxon Mobil Corp.(XOM)	Stocks	Self	N/A	Dividends
Intel Corporation(INTC)	Stocks	Self	N/A	Dividends
Janus Worldwide Value Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Vanguard Total Stock Market Index Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Invesco QQQ Trust(QQQ)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares Gold Trust(IAU)	ETFs	Self	$1,001 - $15,000	None
iShares Select Dividend ETF(DVY)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares Core S&P Total U.S. Stock Market ETF(ITOT)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Pacer US Cash Cows 100 ETF(COWZ)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Schwab S&P 500 Index Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Energy Select Sector SPDR Fund(XLE)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Financial Select Sector SPDR Fund(XLF)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Industrial Select Sector SPDR Fund(XLI)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Health Care Select Sector SPDR Fund (1 Share)(XLV)	ETFs	Self	$1 - $1,000	Dividends $1 - $200
Medtronic PLC (1 Share)(MDT)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Walmart Inc. (1 Share)(WMT)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Exxon Mobil Corporation (1 Share)(XOM)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Intel Corporation (1 Share)(INTC)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Pfizer Inc. (1 Share)(PFE)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
The Home Depot, Inc. (1 Share)(HD)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
KYDW ETF	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
ABBBBW ETF	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
NVIDIA Corporation(NVDA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
PDD Holdings Inc.(PDD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Twitter Inc.(TWTR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Snap Inc.(SNAP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Viatris Inc.(VTRS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Tesla Inc.(TSLA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
SPDR S&P 500 ETF Trust(SPY)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Vanguard Total Stock Market ETF(VTI)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Northrop Grumman Corporation(NOC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Apple Inc.(AAPL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Amazon.com Inc.(AMZN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
JPMorgan Chase & Co.(JPM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Citigroup Inc.(C)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Berkshire Hathaway Inc. Class B(BRK.B)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Exxon Mobil Corporation(XOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
The Home Depot Inc.(HD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Global X China ETF	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
The Walt Disney Company(DIS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Archer Daniels Midland Company(ADM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
S&P Global Inc.(SPGI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Amazon.com, Inc.(AMZN)	Stocks	Self	$1,001 - $15,000	None
The Home Depot, Inc.(HD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
AT&T Inc.(T)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Abbott Laboratories(ABT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
iShares U.S. Financials ETF(IYF)	ETFs	Self	$1,001 - $15,000	Capital Gains $1 - $200
Verizon Communications Inc.(VZ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Starbucks Corporation(SBUX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Northern Godt Start	Other	Self	$1,001 - $15,000	Interest
Household Fin Corp(HFC)	Stocks	Self	$1,001 - $15,000	Interest $201 - $1,000
Home Depot(HD)	Stocks	Self	$1,001 - $15,000	Interest $201 - $1,000
Caterpillar Inc(CAT)	Stocks	Self	$1,001 - $15,000	Interest $201 - $1,000
GE Cap Corp (2012)	Other	Self	$1,001 - $15,000	Interest $201 - $1,000

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Unknown	mortgage	$100,001 - $250,000	—	—

Trading Sector Allocation (from PTR trades)

Communication Services$105K

Healthcare$466K

Financial Services$1.5M

Basic Materials$8K

Energy$367K

Technology$467K

Real Estate$2.7M

Industrials$679K

Consumer Defensive$225K

Consumer Cyclical$152K

Utilities$252K

Manufacturing$8K

Transportation & Utilities$116K

Banking$8K

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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).