Tim Walberg Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 15, 2013. Includes 33 assets.

Year:

2013 2012 2011 2008

Est. Net Worth

$764K

2013 annual disclosure

Total Assets

$436K - $1.1M

33 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

$998K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$199K
2011	$539K
2012	$19K
2013	$764K
2013	$672K

Assets by Category

Mutual Funds$715K (19)

Stocks$41K (2)

Bank & Cash$8K (2)

LLC / Partnership$501 (1)

ETFs$0 (9)

Top Stock Holdings (from trades)

Exxon Mobil CorporationXOM

$65K

FS Specialty Lending FundFSSL

$41K

Jacobs Solutions Inc.J

$33K

Bank of America CorporationBAC

$33K

L3Harris Technologies, Inc.LHX

$33K

Chevron CorporationCVX

$33K

Wells Fargo & CompanyWFC

$33K

Eaton Corporation plcETN

All Assets (33)

Asset	Type	Owner	Value	Income
MFS High Inc	Mutual Funds	Self	$50,001 - $100,000	Capital Gains $1,001 - $2,500
Hartford Money Mkt HLS	Mutual Funds	Self	$100,001 - $250,000	Interest $201 - $1,000
Templeton Dev Mkt Sec	Mutual Funds	Self	$50,001 - $100,000	Capital Gains $1 - $200
Amer. Growth	Mutual Funds	Self	$50,001 - $100,000	Capital Gains $1 - $200
Amer. Growth & Incm	Mutual Funds	Self	$50,001 - $100,000	Dividends $1 - $200
MFS Growth	Mutual Funds	Self	$100,001 - $250,000	Capital Gains $201 - $1,000
MFS Midcap Growth	Mutual Funds	Self	N/A	Dividends
MFS Total Return	Mutual Funds	Self	N/A	Dividends
Mutual Shares Inc.	Mutual Funds	Self	N/A	Dividends
Global X Silver Miners ETF(SIL)	ETFs	Self	N/A	Capital Gains
DWS Global Real Estate Securities Fund	Mutual Funds	Self	N/A	Dividends
iShares Silver Trust(SLV)	ETFs	Self	N/A	Capital Gains
iShares Gold Trust(IAU)	ETFs	Self	N/A	Capital Gains
SPDR Gold Shares(GLD)	ETFs	Self	N/A	Capital Gains
ProShares Short Russell2000(RWM)	ETFs	Self	N/A	Capital Gains
ProShares UltraShort 500(SDS)	ETFs	Self	N/A	Capital Gains
ProShares UltraShort 20+ Year Treasury(TBT)	ETFs	Self	N/A	Capital Gains
Sprott Physical Silver Trust(PSLV)	ETFs	Self	N/A	Capital Gains
TD Bank USA NA CD	Bank & Cash	Self	N/A	Interest
Dreyfus Active Income Fund	Mutual Funds	Self	N/A	Dividends
Fidelity Advisor Total Bond Fund	Mutual Funds	Self	N/A	Dividends
Federated Short Term Income Fund	Mutual Funds	Self	N/A	Dividends
Market Vectors Gold Miners ETF(GDX)	ETFs	Self	N/A	Capital Gains
JPMorgan Core Bond A	Mutual Funds	Self	N/A	Dividends
Pimco Low Duration Admin	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Amco Investment Co., Inc.	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Federated Series Trust U.S. Government	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
F Reserve Prime Cash	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
F Reserve Muni Short Term Bond	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
F Reserve Prime U.S. Bond Index	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
TLC Community Credit Union	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Apple Inc.(AAPL)	Stocks	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Soaring Eagle, LP	LLC / Partnership	Self	$1 - $1,000	Other (Partnership Income) $2,501 - $5,000

Trading Sector Allocation (from PTR trades)

Healthcare$8K

Basic Materials$72K

Communication Services$8K

Retail Trade$8K

Technology$33K

Banking$33K

Industrials$171K

Energy$98K

Consumer Cyclical$16K

Financial Services$33K

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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).