Xavier Becerra

Xavier Becerra Net Worth & Financial Disclosure

house

Annual financial disclosure for 2009, filed June 15, 2009. Includes 70 assets.

Est. Net Worth
$794K
2009 annual disclosure
Total Assets
$243K - $1.3M
70 assets
Total Liabilities
$0
0 liabilities
Total Trades
170
From PTR filings
Trade Volume
$1.5M
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$944K
2009$794K
2010$976K
2011$250K
2011$1.8M
2012$1M
2013$1.8M

Assets by Category

Mutual Funds$371K (28)
Real Estate$183K (2)
Bank & Cash$168K (29)
Gov. Securities$48K (8)
Stocks$16K (2)
Other$8K (1)

Top Stock Holdings (from trades)

All Assets (70)

AssetValue
1005 Mooney Drive
Monterey Park, CA, US
$100,001 - $250,000
$1,001 - $15,000
American Chartered Bank - CD
$1,001 - $15,000
$1,001 - $15,000
$15,001 - $50,000
$15,001 - $50,000
$1,001 - $15,000
Blackrock Mid Cap Value
$1,001 - $15,000
Blackrock Mid Cap Value
$1,001 - $15,000
Bridgeview Bank - CD
$1,001 - $15,000
California State Bonds
California, US
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
Cash Management of America - 529C
$1,001 - $15,000
Citizens First Bank - CD
$1,001 - $15,000
Cohen & Steers Realty
$1,001 - $15,000
Cohen & Steers Realty
$1,001 - $15,000
Congressional Federal Credit Union - Checking/Savings
$1,001 - $15,000
Desert Sands, CA Bonds
Desert Sands, CA, US
$1,001 - $15,000
Discover Bank - CD
$1,001 - $15,000
Discover Bank - CD
$1,001 - $15,000
Discover Bank - CD
$1,001 - $15,000
Discover Bank - CD
$1,001 - $15,000
First Banking - CD
$1,001 - $15,000
First National Bank of Olathe - CD
$1,001 - $15,000
Firstbank Pr - CD
$1,001 - $15,000
Florida Community Bank - CD
N/A
Fundamental Investors - 529
$1,001 - $15,000
G Ret Inc. Real Estate
$1,001 - $15,000
GE Money Bank - CD
$1,001 - $15,000
Georgian Bank - CD
N/A
Great Southern Bank - CD
$1,001 - $15,000
Growth Fund of America Class F
$15,001 - $50,000
Growth Fund of America Class F
$1,001 - $15,000
Grubb & Ellis Apartment REIT
$1,001 - $15,000
Grubb & Ellis Healthcare REIT
$1,001 - $15,000
Hanford, Calif. - Bonds
Hanford, Calif., US
$1,001 - $15,000
Horizon Bank - CD
$1,001 - $15,000
Imperial Capital Bank - CD 3.90%
$1,001 - $15,000
Imperial Capital Bank - CD 4.00%
$1,001 - $15,000
Income Fund of America - 529
$1,001 - $15,000
Investment Company of America - 529
$1,001 - $15,000
Irwin Union Bank - CD
$1,001 - $15,000
LaSalle Midwest Bank - CD
N/A
Marsico 21st Century Fund
$1,001 - $15,000
Marsico 21st Century Fund
$15,001 - $50,000
Mercantile Bank - CD
$1,001 - $15,000
Merrill Merchant - CD
N/A
Midwest National Bank - CD
N/A
$1,001 - $15,000
$1,001 - $15,000
New Frontier Bank - CD
$1,001 - $15,000
New Perspective Fund - 529C
$1,001 - $15,000
Orange County, CA Bonds
Orange County, CA, US
$1,001 - $15,000
Peoples Bank GA - CD
GA, US
$1,001 - $15,000
R-G Premier Bank - CD
N/A
Rainier Small/Mid Cap
$1,001 - $15,000
Rainier Small/Mid Cap
$1,001 - $15,000
Sacramento, CA Bonds
Sacramento, CA, US
N/A
San Francisco, CA Bonds
San Francisco, CA, US
$1,001 - $15,000
San Juan, CA Unified School District Bonds
San Juan, CA, US
$1,001 - $15,000
Schwab Money Market Fund
$15,001 - $50,000
Schwab Money Market Fund
$1,001 - $15,000
Seattle Saving Bank - CD
N/A
Small Cap World Fund - 529C
$1,001 - $15,000
University Calif. Bonds
N/A
Washington Mutual - Checking
$1,001 - $15,000
Washington Mutual Inv. Fund
$15,001 - $50,000
Washington Mutual Investor Fund
$1,001 - $15,000
Western Bank - CD
N/A

Trading Sector Allocation (from PTR trades)

Financial Services$16K
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).