Vern Buchanan Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 14, 2008. Includes 97 assets.

Year:

2013 2012 2010 2008

Est. Net Worth

$392K

2008 annual disclosure

Total Assets

$49K - $735K

97 assets

Total Liabilities

0 liabilities

Total Trades

5,735

From PTR filings

Trade Volume

$268.4M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$392K
2008	-$41.5M
2008	$2.8M
2010	-$52M
2012	-$111M
2013	-$4.7M

Assets by Category

Stocks$392K (88)

Mutual Funds$0 (3)

ETFs$0 (3)

Bank & Cash$0 (1)

LLC / Partnership$0 (1)

Retirement & Pension$0 (1)

Top Stock Holdings (from trades)

Exxon Mobil Corporation Common StockXOM

$15M

Apple Inc.AAPL

$3.7M

All Assets (97)

Asset	Type	Owner	Value	Income
Lord Abbett Investment Trust	Mutual Funds	Self	N/A	Dividends
American Century Equity Income Fund	Mutual Funds	Self	N/A	Dividends
American Express Co(AXP)	Stocks	Self	N/A	Dividends
Apple Inc(AAPL)	Stocks	Self	N/A	Dividends
Berkshire Hathaway Inc(BRK.B)	Stocks	Self	N/A	None
Chevron Corp(CVX)	Stocks	Self	N/A	Dividends
Citigroup Inc(C)	Stocks	Self	N/A	Dividends
Coca-Cola Co(KO)	Stocks	Self	N/A	Dividends
ConocoPhillips(COP)	Stocks	Self	N/A	Dividends
Duke Energy Corp(DUK)	Stocks	Self	N/A	Dividends
Exxon Mobil Corp(XOM)	Stocks	Self	N/A	Dividends
General Electric Co(GE)	Stocks	Self	N/A	Dividends
Home Depot Inc(HD)	Stocks	Self	N/A	Dividends
IBM Corp(IBM)	Stocks	Self	N/A	Dividends
Johnson & Johnson(JNJ)	Stocks	Self	N/A	Dividends
JPMorgan Chase & Co(JPM)	Stocks	Self	N/A	Dividends
McDonald's Corp(MCD)	Stocks	Self	N/A	Dividends
Merck & Co Inc(MRK)	Stocks	Self	N/A	Dividends
Microsoft Corp(MSFT)	Stocks	Self	N/A	Dividends
NextEra Energy Inc(NEE)	Stocks	Self	N/A	Dividends
Pfizer Inc(PFE)	Stocks	Self	N/A	Dividends
Procter & Gamble Co(PG)	Stocks	Self	N/A	Dividends
Southern Co(SO)	Stocks	Self	N/A	Dividends
Verizon Communications Inc(VZ)	Stocks	Self	N/A	Dividends
Walmart Inc(WMT)	Stocks	Self	N/A	Dividends
Wells Fargo & Co(WFC)	Stocks	Self	N/A	Dividends
Legg Mason Value Trust FD CL	Mutual Funds	Self	N/A	Dividends
Davis Select Worldwide ETF	ETFs	Self	N/A	Dividends
Fiduciary Trust Co.	Bank & Cash	Self	N/A	Interest
Tobias Business Inv., LLC	LLC / Partnership	Self	N/A	Other
Freedom Wealth Fund, LP	Retirement & Pension	Self	N/A	Partnership Income
PIMCO Active Bond ETF(BOND)	ETFs	Self	N/A	Dividends
AT&T Corp.(T)	Stocks	Self	N/A	Dividends
AmeriGas(APU)	Stocks	Self	N/A	Dividends
Coca Cola Corp.(KO)	Stocks	Self	N/A	Dividends
Duke Energy Corp New(DUK)	Stocks	Self	N/A	Dividends
Enterprise Products(EPD)	Stocks	Self	N/A	Dividends
Exxon Mobil Corp(XOM)	Stocks	Self	N/A	Dividends
JP Morgan Chase & Co.(JPM)	Stocks	Self	N/A	Dividends
Johnson & Johnson(JNJ)	Stocks	Self	N/A	Dividends
McDonald's Corp.(MCD)	Stocks	Self	N/A	Dividends
Merck & Co.(MRK)	Stocks	Self	N/A	Dividends
Microsoft Corp.(MSFT)	Stocks	Self	N/A	Dividends
NextEra Energy Inc.(NEE)	Stocks	Self	N/A	Dividends
Procter & Gamble(PG)	Stocks	Self	N/A	Dividends
Southern Company(SO)	Stocks	Self	N/A	Dividends
Verizon Communications(VZ)	Stocks	Self	N/A	Dividends
Vanguard Total Stock Market ETF(VTI)	ETFs	Self	N/A	Dividends
Alphabet Inc.(GOOGL)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Amazon.com Inc.(AMZN)	Stocks	Self	$1,001 - $15,000	None
Apple Inc.(AAPL)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Bank of America Corp(BAC)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Berkshire Hathaway Inc.(BRK.B)	Stocks	Self	$1,001 - $15,000	None
Boeing Co.(BA)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Caterpillar Inc.(CAT)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Chevron Corp.(CVX)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Cisco Systems Inc.(CSCO)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Coca-Cola Co.(KO)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Comcast Corp.(CMCSA)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Costco Wholesale Corp.(COST)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
CVS Health Corp.(CVS)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Exxon Mobil Corp.(XOM)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Ford Motor Co.(F)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
General Motors Co.(GM)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Goldman Sachs Group Inc.(GS)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Home Depot Inc.(HD)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Intel Corp.(INTC)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Johnson & Johnson(JNJ)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
JPMorgan Chase & Co.(JPM)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
McDonald's Corp.(MCD)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Merck & Co. Inc.(MRK)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Meta Platforms Inc.(META)	Stocks	Self	$1,001 - $15,000	None
Microsoft Corp.(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Netflix Inc.(NFLX)	Stocks	Self	$1,001 - $15,000	None
Nike Inc.(NKE)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Nvidia Corp.(NVDA)	Stocks	Self	$1,001 - $15,000	None
Oracle Corp.(ORCL)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
PepsiCo Inc.(PEP)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
PayPal Holdings Inc.(PYPL)	Stocks	Self	$1,001 - $15,000	None
Pfizer Inc.(PFE)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Philip Morris International Inc.(PM)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Procter & Gamble Co.(PG)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Realty Income Corp.(O)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Salesforce Inc.(CRM)	Stocks	Self	$1,001 - $15,000	None
Starbucks Corp.(SBUX)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Target Corp.(TGT)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Texas Roadhouse Inc.(TXRH)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Thermo Fisher Scientific Inc.(TMO)	Stocks	Self	$1,001 - $15,000	None
T-Mobile US Inc.(TMUS)	Stocks	Self	$1,001 - $15,000	None
Truist Financial Corp.(TFC)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Union Pacific Corp.(UNP)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
UnitedHealth Group Inc.(UNH)	Stocks	Self	$1,001 - $15,000	None
Verizon Communications Inc.(VZ)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Visa Inc.(V)	Stocks	Self	$1,001 - $15,000	None
Walmart Inc.(WMT)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Walt Disney Co.(DIS)	Stocks	Self	$1,001 - $15,000	None
Wells Fargo & Co.(WFC)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000

Trading Sector Allocation (from PTR trades)

Communication Services$9.6M

Basic Materials$1.5M

Technology$12.1M

Healthcare$5.2M

Energy$19.1M

Financial Services$5.3M

Insurance$640K

Industrials$9.2M

Consumer Cyclical$8M

Consumer Defensive$2.2M

Manufacturing$1.1M

Utilities$616K

Banking$978K

Services$895K

Real Estate$408K

Retail Trade$3.3M

Construction$16K

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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).