Peter Welch Net Worth & Financial Disclosure

Asset	Type	Owner	Value	Income
10 Acres Land Hartland, VT, US	Real Estate	Self	N/A	Capital Gains $15,001 - $50,000
131 Main St Burlington, VT, US	Real Estate	Self	$100,001 - $250,000	None/Dividends $100,001 - $1,000,000
ABB AG Ord CHF(ABB)	Stocks	Self	N/A	None
Alnac	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Alerian MLP(AMLP)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Allot Communications(ALLT)	Stocks	Self	N/A	None
American Airlines(AAL)	Stocks	Self	$15,001 - $50,000	None
American Century Capital Money Market	Mutual Funds	Self	$50,001 - $100,000	Dividends $1 - $200
American Century High Yield	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
American Century International Growth	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
American Century Livestock 2020	Mutual Funds	Self	N/A	Dividends $1,001 - $2,500
American Century Real Estate	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
American Express(AXP)	Stocks	Self	N/A	Dividends/Cap Gains $1,001 - $2,500
American General Life	Other	Self	$100,001 - $250,000	Dividends $15,001 - $50,000
AMEX SPDR Materials Index(XLB)	ETFs	Self	$1,001 - $15,000	None
AMEX SPDR Tech Index(XLK)	ETFs	Self	$15,001 - $50,000	None
Bank of NY Mellon(BK)	Stocks	Self	N/A	Dividends/Cap Gains $201 - $1,000
Bank Santander(SAN)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Biotech Select SPDR ETF(XBI)	ETFs	Self	$1,001 - $15,000	Dividends/Cap Gains $1 - $200
Caterpillar Financial Services 4.5%	Other	Self	$1,001 - $15,000	Dividends $201 - $1,000
Cisco Systems(CSCO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Consumer Discretionary Select 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 Equity	Mutual Funds	Self	$15,001 - $50,000	Dividends/Cap Gains $1,001 - $2,500
CREF Growth	Mutual Funds	Self	$50,001 - $100,000	Dividends/Cap Gains $201 - $1,000
CREF Money Market	Mutual Funds	Self	N/A	None
CREF Stock	Mutual Funds	Self	N/A	Dividends/Cap Gains $201 - $1,000
Double Line Total Return	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
EMC(EMC)	Stocks	Self	$15,001 - $50,000	None
Energy Select SPDR(XLE)	ETFs	Self	$1,001 - $15,000	Dividends/Cap Gains $201 - $1,000
Fidelity Cash Reserves	Mutual Funds	Self	$500,001 - $1,000,000	Dividends $201 - $1,000
Fidelity Growth	Mutual Funds	Self	$200,001 - $500,000	Dividends/Cap Gains $201 - $1,000
Fidelity Mid Cap	Mutual Funds	Self	$15,001 - $50,000	Dividends/Cap Gains $1,001 - $2,500
Fidelity New Market Income	Mutual Funds	Self	$500,001 - $1,000,000	Dividends $15,001 - $50,000
Financial Select Sector SPDR(XLF)	ETFs	Self	$50,001 - $100,000	Dividends $1 - $200
Fidelity Capital & Income	Mutual Funds	Self	$50,001 - $100,000	Dividends $5,001 - $15,000
Fidelity Contrafund	Mutual Funds	Self	$250,001 - $500,000	Dividends/Cap Gains $5,001 - $15,000
Fidelity Convertible Securities	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Fidelity Muni Money Market	Mutual Funds	Self	$50,001 - $100,000	Dividends $1 - $200
Fidelity Municipal Income	Mutual Funds	Self	$50,001 - $100,000	Dividends $1 - $200
Fidelity Select Biotechnology	Mutual Funds	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
Fidelity Select Construction & Housing	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
Fidelity Telecom & Utilities (formerly Utility Outles)	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
General Electric(GE)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
General Electric Cap Corp 4.4% Bond	Other	Self	$5,001 - $15,000	Dividends $201 - $1,000
Gorman Rupp(GRC)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
iBoxx High Yield Corp Bond(HYG)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iBoxx Inv Grade Corp Bond(LQD)	ETFs	Self	N/A	Dividends $201 - $1,000
Industrial Select Corp Bond	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
Intel(INTC)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
iShares Barclays 1-3 Year Credit Bond(CSJ)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
iShares Barclays Aggregate Bond Fund(AGG)	ETFs	Self	N/A	Dividends $1 - $200
iShares Global Consumer Staples(KXI)	ETFs	Self	N/A	None
Staples(SPLS)	Stocks	Self	$1,001 - $15,000	Dividends
Staples Global Consumer Staples Index	ETFs	Self	$1,001 - $15,000	Dividends/Capital Gains $5,001 - $15,000
iShares High Yield (JNK)(JNK)	ETFs	Self	N/A	None
iShares Home Construction(ITB)	ETFs	Self	$1,001 - $15,000	None
iShares Japan(EWJ)	ETFs	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
iShares Latin America(ILF)	ETFs	Self	$15,001 - $50,000	None
iShares MSCI All Country Asia ex Japan Index(AAXJ)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares MSCI Emerging Markets Index Fund(EEM)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares MSCI Italy Index FD(EWI)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares MSCI Sweden Index(EWD)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares MSCI Taiwan Index Fund	ETFs	Self	N/A	Dividends $2,501 - $5,000
iShares MSCI UK	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	N/A	Dividends/Capital Gains $201 - $1,000
iShares US Healthcare Providers	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares US Medical Devices	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares US Oil Equipment and Services	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares US Pharmaceuticals	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
JP Morgan(JPM)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Kyocera(KYOCY)	Stocks	Self	$1,001 - $15,000	None
LSI Corp(LSI)	Stocks	Self	$50,001 - $100,000	None
Market Vectors Agribusiness ETF(MOO)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Materials Select Sector SPDR(XLB)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Microsoft(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Monument Life	Insurance	Self	$15,001 - $50,000	Dividends $5,001 - $15,000
Northern Prime Obligations	Mutual Funds	Self	$50,000 - $100,000	Dividends $1 - $200
Northern Trust Global Real Estate	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Nvidia(NVDA)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
PIMCO Total Return ETF(BOND)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
PNC Fin Serv(PNC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
PowerShares Dynamic Networking(PXQ)	ETFs	Self	N/A	Dividends $1 - $200
Powershares International Mun.	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Proterra Network	Other	Self	N/A	Capital Gains $201 - $1,000
Procter & Gamble(PG)	Stocks	Self	$1,001 - $15,000	None/Dividends $201 - $1,000
Rite Aid(RAD)	Stocks	Self	$1,001 - $15,000	None
Sapiens(SPNS)	Stocks	Self	$1,001 - $15,000	None
Schwab Advance Money Market	Bank & Cash	Self	$100,001 - $250,000	Dividends $201 - $1,000
Schwab Money Market	Bank & Cash	Self	$15,001 - $50,000	Dividends $1 - $200
SPDR KBW Capital Markets ETF(KCE)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
SPDR Insurance ETF(KIE)	ETFs	Self	N/A	Dividends/Capital Gains $5,001 - $15,000
SPDR International Industries	ETFs	Self	$1,001 - $15,000	Dividends/Capital Gains $5,001 - $15,000
SPDR Midcap 400 ETF(MDY)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
SPDR Tr Unit Ser 1(SPY)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
St. Germain Money Market	Bank & Cash	Self	$100,001 - $250,000	Dividends $1 - $200
Super Valu(SVU)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Target(TGT)	Stocks	Self	N/A	Dividends/Capital Gains $1 - $200
TD Ameritrade Money Market	Bank & Cash	Self	$1,001 - $15,000	Dividends $1 - $200
Technology Sector SPDR(XLK)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
Telefonica(TEF)	Stocks	Self	N/A	None
Texas Instruments(TXN)	Stocks	Self	N/A	Dividends $1 - $200
TIAA CREF Real Estate	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
TIAA CREF High Yield	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
TIAA Cref Small Cap	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
TIAA International Growth	Mutual Funds	Self	$50,001 - $100,000	None
TIAA Traditional	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Town Farm Hill Hartland, VT, US	Real Estate	Self	$500,001 - $1,000,000	Rent $5,001 - $15,000
US Airways(LCC)	Stocks	Self	$500,001 - $1,000,000	Capital Gains $2,501 - $5,000
US Airways Call Dec 22, $12	Other	Self	N/A	Capital Gains $1,001 - $2,500
US Airways Call Nov 17, $12	Other	Self	N/A	Capital Gains $1,001 - $2,500
US Treasury 3/14/13	Gov. Securities	Self	$100,001 - $250,000	None
Vanguard Emerging Market	Mutual Funds	Self	N/A	Dividends/Capital Gains $1 - $200
Vanguard Emerging Market Eq.	Mutual Funds	Self	N/A	Dividends/Capital Gains $1 - $200
Vanguard Intermediate Term C	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Vanguard Precious Metals	Mutual Funds	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Vanguard S&P 500	Mutual Funds	Self	N/A	Dividends/Capital Gains $1 - $200
Vanguard Total St. Market Index	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Vodafone(VOD)	Stocks	Self	N/A	Capital Gains $201 - $1,000
Wells Fargo(WFC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Wells Fargo 8/1/12(WFC)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
WisdomTree Emerging Market Debt	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
WisdomTree Emerging Markets Equity Income	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
WisdomTree India MFC	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
WisdomTree International DVD Ex-Fin	ETFs	Self	N/A	Dividends $1 - $200
WisdomTree Intl LC Dividend Fund	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
WisdomTree MidCap Dividend Fund	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
WisdomTree Mdg Future	ETFs	Self	N/A	Dividends $1 - $200
WisdomTree SmallCap Dividend Fund	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000

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).