—
Net Worth Est.
$492KTrade volume
$0Total trades
-----Last Traded
----Bank Accounts, Money Market Accounts and CDs
$458K
Mutual Funds
$34K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Goldman Sachs Bank [BA]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Goldman Sachs Bank [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $2,501 - $5,000 | Interest | 2023 | |
- Lincoln Financial Securities [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $1,001 - $2,500 | Interest | 2023 | |
- Needham Bank [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $2,501 - $5,000 | Interest | 2023 | |
- First Republic Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2023 | |
PRWCX T. Rowe Price Capital Appreciation Fund (PRWCX) [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2023 | |
PRGSX T. Rowe Price Global Stock Fund (PRGSX) [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Dividends | 2023 | |
- Congressional Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | 2023 | |||
FBALX Fidelity Balanced Fund (FBALX) [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2023 | |
FLVCX Fidelity Leveraged Company Stock Fd (FLVCX) [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2023 | |
- Goldman Sachs Bank [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $201 - $1,000 | Interest | 2022 |
- Lincoln Financial Securities [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $1 - $200 | Dividends | 2022 |
- Congressional Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | 2022 | ||
- Cambridge Investors / T Rowe Price Cap Appreciation [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2022 |
- First Republic Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2022 |
- Cambridge Investors / T. Rowe Price Global [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | $1 - $200 | Capital Gains, Dividends | 2022 |
- Cambridge Investors / Fidelity Balanced Fund [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | $1 - $200 | Capital Gains | 2022 |
- Cambridge Investors / Fidelity Leveraged Stock [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | $1 - $200 | Capital Gains | 2022 |
- Greater Springfield Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | 2022 | ||
- Goldman Sachs Bank [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $1,001 - $2,500 | Interest | 2021 |
- CIT Bank [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $201 - $1,000 | Interest | 2021 |
- First Republic Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2021 |
- Cambridge Investors / T Rowe Price Cap Appreciation [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
- Synchrony Bank [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Interest | 2021 |
- Congressional Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2021 | ||
- Cambridge Investors / Fidelity Leveraged Stock [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | $1 - $200 | Dividends | 2021 |
- Cambridge Investors / T. Rowe Price Global [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | $1 - $200 | Capital Gains, Dividends | 2021 |
- Greater Springfield Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | 2021 | ||
- Cambridge Investors / Fidelity Balanced Fund [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | $1 - $200 | Capital Gains | 2021 |
- Goldman Sachs Bank [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $2,501 - $5,000 | Interest | 2020 |
- CIT Bank [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $201 - $1,000 | Interest | 2020 |
- First Republic Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $201 - $1,000 | Interest | 2020 |
- TD Bank North [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | 2020 | ||
- Synchrony Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $201 - $1,000 | Interest | 2020 |
- Cambridge Investors / T Rowe Price Cap Appreciation [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2020 |
- Congressional Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2020 | ||
- Cambridge Investors / T Rowe Price Global [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | $1 - $200 | Capital Gains, Dividends | 2020 |
- Greater Springfield Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | 2020 | ||
- Cambridge Investors / Fidelity Balanced Fund [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | $1 - $200 | Capital Gains, Dividends | 2020 |
- Cambridge Investors / Fidelity Leveraged Stock [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | $1 - $200 | Dividends | 2020 |
- Goldman Sachs Bank [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $1,001 - $2,500 | Interest | 2019 | |
- Santander Bank [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $201 - $1,000 | Interest | 2019 |
- CIT Bank [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $1,001 - $2,500 | Interest | 2019 |
- Synchrony Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $201 - $1,000 | Interest | 2019 |
- Cambridge Investors / T Rowe Price Cap Appreciation [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2019 |
- TD Bank North [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | 2019 | ||
- First Republic Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $201 - $1,000 | Interest | 2019 |
- Peoples United Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $201 - $1,000 | Interest | 2019 |
- Congressional Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2019 | ||
- Cambridge Investors / Fidelity Leveraged Stock [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | $1 - $200 | Dividends | 2019 |
- Cambridge Investors / T Rowe Price Global [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | $1 - $200 | Dividends | 2019 |
- Cambridge Investors / Fidelity Balanced Fund MF [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | $1 - $200 | Capital Gains, Dividends | 2019 |
- Greater Springfield Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | 2019 | ||
- Santander Bank [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $201 - $1,000 | Interest | 2018 |
- TD Bank North [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | 2018 | ||
- Cambridge Investors / T Rowe Price Cap Appreciation [MF]Mutual Funds | $15,001 - $50,000 | JT | $1 - $200 | Capital Gains, Dividends | 2018 |
- City of Springfield, MA Retirement Fund ⇒ City of Springfield, MA Retirement Fund [PE]Pensions | $15,001 - $50,000 | $15,001 - $50,000 | pension | 2018 | |
- Congressional Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2018 | ||
MF Cambridge Investors / Fidelity Balanced Fund (MF) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Capital Gains, Dividends | 2018 |
- Cambridge Investors / Fidelity Leveraged Company Stock [MF]Mutual Funds | $1 - $1,000 | JT | $1 - $200 | Capital Gains, Dividends | 2018 |
- Springfield Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | 2018 | ||
- Cambridge Investors / T. Rowe Price Global [MF]Mutual Funds | $1 - $1,000 | JT | $1 - $200 | Capital Gains, Dividends | 2018 |
- Key Bank [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $1 - $200 | Interest | 2017 |
- Cambridge Investors / T Rowe Price Cap Appreciation [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2017 |
- TD Bank North, 100% Interest [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2017 |
- City of Springfield, MA Retirement Fund ⇒ City of Springfield, MA Retirement Fund [PE]Pensions | $15,001 - $50,000 | $15,001 - $50,000 | pension | 2017 | |
- Cambridge Investors / Fidelity Balanced Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2017 |
- Congressional Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2017 | ||
- Springfield Massachusetts Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | 2017 | ||
- Cambridge Investors / Fidelity Leveraged Company Stock [MF]Mutual Funds | $1 - $1,000 | JT | $1 - $200 | Dividends | 2017 |
- Key Bank (First Niagara) | $100,001 - $250,000 | $1 - $200 | Interest | 2016 | |
- City of Springfield, MA Retirement Fund ⇒ City of Springfield, MA Retirement Fund | $15,001 - $50,000 | $15,001 - $50,000 | pension | 2016 | |
- Cambridge Investors / T Rowe Price Cap Appreciation | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2016 | |
- Cambridge Investors / Fidelity Balanced Fund | $1,001 - $15,000 | $1 - $200 | Interest | 2016 | |
- TD Bank North, 100% Interest | $1,001 - $15,000 | $1 - $200 | Interest | 2016 | |
- Congressional Federal Credit Union | $1,001 - $15,000 | 2016 | |||
- Cambridge Investors / Fidelity Leveraged Company Stock | $1 - $1,000 | $1 - $200 | Dividends | 2016 | |
- Springfield MA Credit Union | $1 - $1,000 | 2016 | |||
- First Niagara | $100,001 - $250,000 | $1 - $200 | Interest | 2015 | |
- Bank North | $15,001 - $50,000 | $1 - $200 | Interest | 2015 | |
- Cambridge Investors / Fidelity Balanced Fund | $1,001 - $15,000 | $1 - $200 | Dividends | 2015 | |
- Cambridge Investors / T Rowe Price Cap Appreciation Fd | $1,001 - $15,000 | $1 - $200 | Dividends | 2015 | |
- City of Springfield, MA Retirement Fund ⇒ City of Springfield, MA Retirement Fund | $1,001 - $15,000 | $15,001 - $50,000 | Retirement funds | 2015 | |
- Cambridge Investors / Bank Deposit Sweep | $1,001 - $15,000 | 2015 | |||
- Cambridge Investors / Fidelity Leveraged Company Stock | $1 - $1,000 | 2015 | |||
- Congressional Federal Credit Union | $1 - $1,000 | 2015 | |||
- Springfield, MA Credit Union | $1 - $1,000 | $1 - $200 | Interest | 2015 | |
- First Niagara | $50,001 - $100,000 | $1 - $200 | Interest | 2014 | |
- City of Springfield, MA Retirement Fund ⇒ City of Springfield, MA Retirement Fund | $15,001 - $50,000 | $15,001 - $50,000 | Retirement funds | 2014 | |
- Bank North | $15,001 - $50,000 | $1 - $200 | Interest | 2014 | |
- Cambridge Investors / T Rowe Price Cap Appreciation Fd | $1,001 - $15,000 | 2014 | |||
- Cambridge Investors / Bank Deposit Sweep | $1,001 - $15,000 | 2014 | |||
- Cambridge Investors / Fidelity Balanced Fund | $1,001 - $15,000 | 2014 | |||
- Congressional Federal Credit Union | $1 - $1,000 | 2014 | |||
- Cambridge Investors / T Rowe Price Global Stock Fund | $1 - $1,000 | 2014 | |||
- Cambridge Investors / Fidelity Leveraged Company Stock | $1 - $1,000 | 2014 | |||
- Springfield, MA Credit Union | $1 - $1,000 | $1 - $200 | Interest | 2014 |
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