Xavier Becerra

Xavier Becerra Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed June 15, 2010. Includes 77 assets and 1 liabilities.

Est. Net Worth
$976K
2010 annual disclosure
Total Assets
$506K - $1.8M
77 assets
Total Liabilities
$100K - $250K
1 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

Real Estate$558K (3)
Mutual Funds$369K (28)
Bank & Cash$128K (29)
Other$56K (7)
Stocks$24K (3)
Gov. Securities$8K (6)
LLC / Partnership$8K (1)

Top Stock Holdings (from trades)

All Assets (77)

AssetValue
1005 Mooney Drive
Monterey Park, CA, US
$100,001 - $250,000
101 N Washington Place, SE
Washington, DC, US
$250,001 - $500,000
AllianceBernstein International Fund
N/A
American Chartered Bank - CD
$1,001 - $15,000
American Funds Investment Co. of America
N/A
American Funds Investment Co. of America F
N/A
American Funds Money Market Fund (Capital Cash Management of America)
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
Blackrock Mid Cap Value
$1,001 - $15,000
Blackrock Mid Cap Value
$1,001 - $15,000
Bridgeview Bank - CD
N/A
California State Bonds
N/A
Capital One Bank - CD
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
Capmark Bank - CD
$1,001 - $15,000
Chase - Checking (formerly Washington Mutual)
$1,001 - $15,000
Citi Bank NA - CD
$1,001 - $15,000
Citizens First Bank - CD
N/A
Congressional Federal Credit Union - Checking & Savings
$1,001 - $15,000
Discover Bank - CD (25469JY6)
$1,001 - $15,000
Discover Bank - CD (25469JSP5)
$1,001 - $15,000
Discover Bank - CD (5989246)
$1,001 - $15,000
Discover Bank - CD (5989247)
$1,001 - $15,000
First Banking - CD
N/A
First National Bank of Olathe - CD
N/A
Firstbank Pr - CD
N/A
Fundamental Investors - 529
$1,001 - $15,000
G Rell Inc. Real Estate
$1,001 - $15,000
GE Capital - Bond (36962G2S2)
$1,001 - $15,000
GE Capital - Bond (36962G3F9)
$1,001 - $15,000
GE Capital - Bond (36962GZ1)
$1,001 - $15,000
GE Money Bank - CD (3615UC5)
$1,001 - $15,000
Goldman Sachs Cap Cp - Bond (36962G3Q)
$1,001 - $15,000
Goldman Sachs Bank - CD
$1,001 - $15,000
Great Southern Bank - CD
N/A
Growth Fund of America Class F
$15,001 - $50,000
Growth Fund of America Class F
$15,001 - $50,000
Grubb & Ellis Apartment REIT
$1,001 - $15,000
Hanford, Calif. - Bonds
Hanford, Calif., US
N/A
$1,001 - $15,000
$1,001 - $15,000
Healthcare Trust of America (formerly Grubb & Ellis Healthcare REIT II)
$1,001 - $15,000
Horizon Bank - CD
N/A
Imperial Capital Bank - CD 3.95%
N/A
Imperial Capital Bank - CD 4.00%
N/A
Income Fund of America - 529
$15,001 - $50,000
$1,001 - $15,000
$15,001 - $50,000
Investment Company of America - 529
$1,001 - $15,000
Irwin Union Bank - CD
N/A
JP Morgan Chase - Bond
$1,001 - $15,000
JP Morgan Chase - Bond
$1,001 - $15,000
Marsico 21st Century Fund
$1,001 - $15,000
Marsico 21st Century Fund
$15,001 - $50,000
Mercantile Bank - CD
N/A
Midfirst Bank - CD
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
New Frontier Bank - CD
N/A
New Perspective Fund - 529C
$1,001 - $15,000
Orange County, CA Bonds
Orange County, CA, US
N/A
Peoples Bank GA - CD
GA, US
N/A
Profinium Financial - CD
$1,001 - $15,000
Rainier Small/Mid Cap
$1,001 - $15,000
Rainier Small/Mid Cap
$1,001 - $15,000
San Francisco, CA Bonds
San Francisco, CA, US
N/A
San Juan, CA Unified School District Bonds
San Juan, CA, US
N/A
$1,001 - $15,000
Schwab Money Market Fund
$15,001 - $50,000
Small Cap World Fund - 529C
$5,000 - $5,000
SW St Louis Bank - CD
St. Louis, MO, US
$1,001 - $15,000
Tennessee Commerce Bank - CD
TN, US
$1,001 - $15,000
Washington Mutual Inv. Fund
$1,001 - $15,000
Washington Mutual Investor Fund
$15,001 - $50,000
Wells Fargo Bank - Bond
$1,001 - $15,000

Liabilities (1)

CreditorTypeAmount
GMAC Mortgagemortgage$100,001 - $250,000

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).
Xavier Becerra Net Worth & Financial Disclosure 2010: Assets & Portfolio | Congress Stock Tracker