Peter Welch Net Worth & Financial Disclosure

Asset	Type	Owner	Value	Income
10 Acres of land Hartland, VT, US	Real Estate	Self	$15,001 - $50,000	None
131 Main Street Burlington, VT, US	Real Estate	Self	$100,001 - $250,000	Rent $5,001 - $15,000
3M(MMM)	Stocks	Self	N/A	Capital Gains $201 - $1,000
Aflac(AFL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Altria(MO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
American Century Cap.	Mutual Funds	Self	$100,001 - $250,000	Dividends $1 - $200
American Century Money Mkt	Mutual Funds	Self	$100,001 - $250,000	Interest $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	Interest $1 - $200
AMR(AMR)	Stocks	Self	$1,001 - $15,000	None
AMR Call April 16, '87	Other	Self	N/A	Capital Gains $1,001 - $2,500
AMR Call Feb 19, '88	Other	Self	N/A	Capital Gains $5,001 - $15,000
AMR Call May 21, '87	Other	Self	N/A	Capital Gains $201 - $1,000
Bear Sterns 5.5%	Other	Self	N/A	Dividends $201 - $1,000
Biotech SPDR(XBI)	ETFs	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
Caterpillar 4.5%(CAT)	Other	Self	$1,001 - $15,000	Dividends $201 - $1,000
Cisco(CSCO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Consumer Discretion 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 EQ	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
CREF Growth	Mutual Funds	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
CREF Money Mkt	Mutual Funds	Self	$100,001 - $250,000	Dividends $1 - $200
CREF Stock	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Dow Chem. 5.05%	Other	Self	N/A	Dividends $201 - $1,000
EMC(EMC)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
EMC Call Dec 17, '20(EMC)	Stocks	Self	N/A	Capital Gains $201 - $1,000
Energy SPDR(XLE)	ETFs	Spouse	$1,001 - $15,000	Capital Gains $201 - $1,000
FID Cap Inc.	Mutual Funds	Self	$50,001 - $100,000	Dividends $15,001 - $50,000
FID Cash Reserves	Bank & Cash	Self	$1,000,001 - $5,000,000	Interest $201 - $1,000
FID Contra Fund	Mutual Funds	Spouse	$100,001 - $250,000	Dividends $201 - $1,000
FID Conv. Sec	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
FID Growth Co.	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Capital Gains $5,001 - $15,000
FID Mid Cap	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
FID Muni Mkt	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
FID New Mkt Ind.	Mutual Funds	Self	$50,001 - $100,000	None
FID Utilities	Mutual Funds	Self	$250,001 - $500,000	Dividends $201 - $1,000
Fin. Select SPDR(XLF)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
First Trust Reverse Natural Gas	ETFs	Self	N/A	None
G.E.(GE)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
G.E. 4.4% Bond	Other	Self	$50,001 - $100,000	Dividends $201 - $1,000
High Yield (JNK)(JNK)	ETFs	Self	$15,001 - $50,000	Dividends/Capital Gains $5,001 - $15,000
iBoxx High Yield Corp. Bond(HYG)	ETFs	Self	$100,001 - $250,000	Dividends $1 - $200
iBoxx Inv Grade Bond(LQD)	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
Industrial Select SPDR(XLI)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Intel(INTC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
iShares 1-3 year Treasury bond(SHY)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares Australia	ETFs	Self	N/A	None
iShares Barclays 1-3 Year Credit Bond	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
iShares Barclays 1-3 Year Credit Bond	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares Barclays Aggregate Bond	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
iShares Canada	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares Emerging Markets	ETFs	Self	N/A	Capital Gains $1,001 - $2,500
iShares Global Consumer Staples	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares Japan	ETFs	Self	$50,001 - $100,000	Dividends $201 - $1,000
iShares MSCI Brazil	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares MSCI Italy	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares MSCI United Kingdom	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares Preferred Stock Index	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares Small Cap	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
iShares Small Cap	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares Small Cap 600 Index	ETFs	Self	N/A	None
iShares Sweden	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares Taiwan	ETFs	Self	$1 - $1,000	None
iShares TIPS	ETFs	Self	N/A	Capital Gains $201 - $1,000
iShares US Healthcare	ETFs	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
iShares US Medical Devices	ETFs	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
iShares US Oil Equipment	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares US Pharmacy	ETFs	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
iShares Utilities	ETFs	Self	N/A	Capital Gains $5,001 - $15,000
J.P. Morgan Chase(JPM)	Stocks	Self	$1,001 - $15,000	None
Kon Philips Electric(PHG)	Stocks	Self	N/A	None
Liquid Insured Deposits	Bank & Cash	Self	$100,001 - $250,000	Dividends $1 - $200
LSI(LYTS)	Stocks	Self	N/A	None
Market Vectors Agri(MOO)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Materials SPDR(XLB)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
McGraw Hill 5.37%	Other	Self	$1,001 - $15,000	Dividends $201 - $1,000
Medtronic(MDT)	Stocks	Self	N/A	Capital Gains $1 - $200
Microsoft(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Monument Life	Other	Self	$15,001 - $50,000	Dividends $5,001 - $15,000
Northern Trust Global Real Estate	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Northern U.S. Govt Select Port	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Power Shares China	ETFs	Self	N/A	None
Power Shares Dynamic Networking	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Power Shares Global Clean Energy	ETFs	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Power Shares Global Eq	ETFs	Self	N/A	None
Power Shares Intl Water Muni	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Power Shares TR Water Resources	ETFs	Self	N/A	Dividends/Capital Gains $1 - $200
Procter & Gamble(PG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Processa Net	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Rite Aid(RAD)	Stocks	Self	$1,001 - $15,000	None
Schwab Money Market	Bank & Cash	Self	$100,001 - $250,000	Interest $1 - $200
SPDR Industrial ETF(XLI)	ETFs	Self	N/A	Dividends $1 - $200
SPDR Insurance ETF(KIE)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
SPDR S&P International Industrial ETF(IPN)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
SPDR KBW Capital Markets ETF(KCE)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
SPDR Mid Cap(MDY)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
SPDR Mid Cap 400 ETF(MDY)	ETFs	Self	$15,001 - $50,000	Capital Gains $1,001 - $2,500
SPDR Tech ETF(XLK)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
SPDR S&P 500 ETF Trust(SPY)	ETFs	Self	$50,001 - $100,000	Capital Gains $201 - $1,000
Supervalu(SVU)	Stocks	Self	$100,001 - $250,000	Capital Gains $5,001 - $15,000
Supervalu(SVU)	Stocks	Self	N/A	None
Supervalu Call Option Dec 17 $8(SVU)	Other	Self	N/A	None
Target(TGT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Telefonica SA(TEF)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Texas Instruments(TXN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
TIAA Trad	Retirement & Pension	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
Town Farm Hill Hartland, VT, US	Real Estate	Self	$250,001 - $500,000	Rent $5,001 - $15,000
UPS(UPS)	Stocks	Spouse	$15,001 - $50,000	Dividends $1 - $200
US Airways(LCC)	Stocks	Joint	$100,001 - $250,000	None
US Airways Call April 16; $10(LCC)	Other	Spouse	N/A	Capital Gains $5,001 - $15,000
US Airways Call August 20; $10(LCC)	Other	Spouse	N/A	Capital Gains $5,001 - $15,000
US Airways Call Feb 19; $10(LCC)	Other	Spouse	N/A	Capital Gains $5,001 - $15,000
US Airways Call Jan 22; $10(LCC)	Other	Spouse	N/A	Capital Gains $5,001 - $15,000
US Airways Call June 18; $10(LCC)	Other	Spouse	N/A	Capital Gains $5,001 - $15,000
Vanguard Emerg Mkt	Mutual Funds	Joint	$1,001 - $15,000	Dividends $1 - $200
Vanguard Emerg. Mkt Eq., Inc.	Mutual Funds	Joint	$1,001 - $15,000	Dividends $1 - $200
Vanguard Europe/Pacific	Mutual Funds	Spouse	N/A	Capital Gains $1,001 - $2,500
Vanguard Intermediate Term C	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Vanguard Total Stock Market Index	Mutual Funds	Self	$100,001 - $250,000	Dividends $1 - $200
Verizon(VZ)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
Verizon 5.35% Bond	Other	Self	N/A	Dividends $201 - $1,000
Vodafone(VOD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Wells Fargo 5.5%(WFC)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Western Union 5.4%(WU)	Stocks	Self	N/A	Dividends $201 - $1,000
Wisdom Tree Emerging Market	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Wisdom Tree India MFC	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Wisdom Tree International Mid Cap	ETFs	Self	N/A	None (Dividend) $1 - $200
Wisdom Tree Intl DVD	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Wisdom Tree MGD Futures Strategy	ETFs	Self	$1,001 - $15,000	None
Wisdom Tree Small Cap	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200

Liabilities (2)

Creditor	Type	Amount	Rate	Term
VT State Employee Credit Union	mortgage	$15,001 - $50,000	—	—
Mascoma Savings Bank	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

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).