Peter Welch Net Worth & Financial Disclosure

Asset	Type	Owner	Value	Income
10 Acres Land Harland Harland	Real Estate	Self	$15,001 - $50,000	None
131 Main Burlington, VT Burlington, VT, US	Real Estate	Self	$100,001 - $250,000	Rent $5,001 - $15,000
3M Company(MMM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Aflac(AFL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
American Century Cap.	Mutual Funds	Self	$100,001 - $250,000	Dividends $1 - $200
American Express(AXP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
American General Life	Insurance	Self	$100,001 - $250,000	Dividends $15,001 - $50,000
Ameritrade Money MKT	Bank & Cash	Self	$50,001 - $100,000	Dividends $1 - $200
AMR(AMR)	Stocks	Self	$100,001 - $250,000	Capital Gains $15,001 - $50,000
AMR Call Dec 8	Other	Self	N/A	Capital Gains $5,001 - $15,000
AT&T(T)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
Australian Bonds	Gov. Securities	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Bank N.Y.(BK)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Bear Stearns Bond	Other	Self	$1,001 - $15,000	Dividends $201 - $1,000
Becton Dickinson(BDX)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
BHP Billiton(BHP)	Stocks	Self	N/A	Capital Gains $1 - $200
Biotech SPDR(XBI)	ETFs	Self	$1,001 - $15,000	None
Biotech SPDR(XBI)	ETFs	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
BP, PLC(BP)	Stocks	Self	N/A	Capital Gains $201 - $1,000
Caterpillar Bond	Other	Self	$1,001 - $15,000	Dividends $201 - $1,000
Caterpillar Bond	Other	Self	$1,001 - $15,000	Dividends $201 - $1,000
Cisco(CSCO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Coca Cola(KO)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Cons. Discretionary SPDR(XLY)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Consumer Staples SPDR(XLP)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
CREF EQ Index	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
CREF Global	Mutual Funds	Self	$5,001 - $15,000	Dividends $201 - $1,000
CREF Growth	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
CREF Money MKT	Mutual Funds	Self	$100,001 - $250,000	Dividends $1 - $200
CREF Stock	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Dow Chem Bond	Other	Self	$1,001 - $15,000	Dividends $201 - $1,000
EMC Corp(EMC)	Stocks	Self	$5,001 - $15,000	Dividends $1 - $200
Energy SPDR(XLE)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
EOA SPDR Jan 75	ETFs	Self	N/A	Capital Gains $5,001 - $15,000
FID Cap Inc	Mutual Funds	Self	$50,001 - $100,000	Dividends $1 - $200
FID Cash Res	Mutual Funds	Self	$500,001 - $1,000,000	Dividends $1 - $200
FID Contra	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
FID CONV. Sec	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
FID Growth	Mutual Funds	Self	$100,001 - $250,000	Dividends $1 - $200
FID Japan Fund	Mutual Funds	Self	N/A	Dividends $1 - $200
FID Japan Small Co	Mutual Funds	Self	N/A	Dividends $1 - $200
FID Low Price Stock	Mutual Funds	Self	N/A	Dividends/Capital Gains $5,001 - $15,000
FID Mid Cap	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
FID Muni Mkt	Mutual Funds	Self	$100,001 - $250,000	Dividends $1 - $200
FID Utility	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
First Southern	Stocks	Self	N/A	Dividends $201 - $1,000
GE(GE)	Stocks	Spouse	$15,001 - $50,000	Dividends/Capital Gains $1 - $200
GE Bond 2014	Gov. Securities	Self	$1,001 - $15,000	Dividends $201 - $1,000
GE Bond 2016	Other	Self	$1,001 - $15,000	Dividends $201 - $1,000
Global USx China	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
High Yield (JNK)(JNK)	ETFs	Self	$100,001 - $250,000	Dividends/Capital Gains $15,001 - $50,000
Household Fin Corp Bond	Other	Self	N/A	Dividends/Interest $1 - $200
iBoxx High Yield(HYG)	ETFs	Self	N/A	Dividends/Capital Gains $201 - $1,000
INDUSTRIAL SPDR(XLI)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Intel(INTC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
International Lease Fin Corp Bond	Other	Self	N/A	Dividends $1 - $200
Intl Midcap	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
iShares 1-3 Year Credit Bond(CSJ)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
iShares Australia(EWA)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares Barclay 1-3 Treasury(SHY)	ETFs	Self	$5,001 - $15,000	Dividends $201 - $1,000
iShares Barclay Agg Bond Fd(AGG)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares Barclay Tips Bond(TIP)	ETFs	Self	$5,001 - $15,000	Dividends $1 - $200
iShares iBoxx Investment Grade Bond	ETFs	Self	N/A	Capital Gains $1 - $200
iShares Brazil	ETFs	Self	N/A	Dividends/Capital Gains $50,001 - $100,000
iShares Brazil	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares Canada	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares EAFE	ETFs	Self	N/A	Dividends $1 - $200
iShares Emerging Market	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares FTSE China	ETFs	Self	N/A	Capital Gains/Dividends $201 - $1,000
iShares Global Clean Energy	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares Global Consumer	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares Global Steel	ETFs	Self	N/A	Dividends $1 - $200
iShares Global Steel	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares iBoxx Bond	ETFs	Self	N/A	Capital Gains $1 - $200
iShares iBoxx Investment Grade Bond	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares Japan	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
iShares Midcap	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares S Korea	ETFs	Self	N/A	Capital Gains $1,001 - $2,500
iShares Small Cap	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares Taiwan	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares TIPS	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
iShares US Health Provider	ETFs	Self	N/A	Capital Gains $1 - $200
iShares US Healthcare	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
iShares US Home Construction	ETFs	Self	N/A	Dividends $1 - $200
iShares US Med Device	ETFs	Self	N/A	Capital Gains $201 - $1,000
iShares US Medical	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares US Oil	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
iShares US Pharmacy	ETFs	Self	N/A	Capital Gains $201 - $1,000
iShares US Pharmacy	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares Util Call Aug 31	ETFs	Self	N/A	Capital Gains $1,001 - $2,500
iShares Util Call May 30	Other	Self	N/A	Capital Gains $5,001 - $15,000
iShares Utilities(IDU)	ETFs	Self	$50,001 - $100,000	Dividends $5,001 - $15,000
J.P. Morgan Chase(JPM)	Stocks	Self	$100,001 - $250,000	Capital Gains $5,001 - $15,000
JANUS Worldwide	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
JNK(JNK)	ETFs	Self	$50,001 - $100,000	Interest $15,001 - $50,000
KBE INS SPDR(KBE)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
KBW INS SPDR	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
LSI(LSI)	Stocks	Self	$100,001 - $250,000	None
Market Vectors Agri(MOO)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Material Sector SPDR(XLB)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
McGraw Hill Bond	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Medtronic(MDT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Microsoft(MSFT)	Stocks	Self	N/A	Dividends $1 - $200
Monument Life	Insurance	Self	$15,001 - $50,000	Dividends $5,001 - $15,000
North Govt Select	Mutual Funds	Self	$1,001 - $15,000	None
Northern Govt Sec	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Northern TR RE	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Oracle Corporation(ORCL)	Stocks	Spouse	N/A	Dividends/Capital Gains $201 - $1,000
Power Shares China	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Power Shares Dynamic Network	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Power Shares Global EW	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Power Shares Global Steel	ETFs	Spouse	N/A	Dividends/Capital Gains $1 - $200
Power Shares Network	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Power Shares TR Water	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Power Shares Water	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Power Shares Wilder Energy	ETFs	Self	N/A	Dividends $1 - $200
Procter & Gamble Co.(PG)	Stocks	Spouse	$15,001 - $50,000	Dividends $1 - $200
Revere Natural Gas	Stocks	Self	$50,001 - $100,000	Dividends $1 - $200
Rite Aid(RAD)	Stocks	Self	$15,001 - $50,000	None
S&P Mid Cap	ETFs	Self	$50,001 - $100,000	Dividends $1 - $200
Schwab Money Mkt	Bank & Cash	Self	$250,001 - $500,000	Dividends $201 - $1,000
SPDR Industrial(XLI)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
SPDR Midcap 400(MDY)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
SPDR Tech(XLK)	ETFs	Self	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
St. Germain Cash	Bank & Cash	Self	$200,001 - $500,000	Dividends $1 - $200
Target(TGT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Tech SPDR(XLK)	ETFs	Self	N/A	Dividends/Capital Gains $1 - $200
Texas Instruments(TXN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
TIAA Trad	Retirement & Pension	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
UPS(UPS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
US Air Call Aug 10	Other	Self	N/A	Capital Gains $2,501 - $5,000
US Air Call July 9	Other	Self	$1,001 - $15,000	Capital Gains $2,501 - $5,000
US Air Cal Mar 8	Other	Self	N/A	Capital Gains $2,501 - $5,000
US Airways(LCC)	Stocks	Self	$100,001 - $250,000	Capital Gains
Vanguard EVRPAC	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Vanguard TTL MXT Index	Mutual Funds	Self	$50,001 - $250,000	Dividends $1 - $200
Verizon(VZ)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
VSECU Savings	Bank & Cash	Self	$1,001 - $15,000	Dividends $1 - $200
VZ Comm Bond	Other	Self	$1,001 - $15,000	Dividends $201 - $1,000
Wells Fargo Bond	Other	Self	$1,001 - $15,000	Dividends $201 - $1,000
West Union Bond	Other	Self	$15,001 - $50,000	Dividends $201 - $1,000
Wilson TR. RE International Midcap	Mutual Funds	Self	$1 - $1,000	Dividends $1 - $200

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

Peter Welch trades Wealthiest members Most active traders VT delegation Articles

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).