—
Net Worth Est.
$1.88MTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$1.02M
Stocks
$381.51K
Real Property
$375K
Bank Accounts, Money Market Accounts and CDs
$40.5K
Exchange Traded Funds (ETF)
$32K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
FNSXX Ameriprise Brokerage Account ⇒ Fidelity Insti Money Market Funds Money Market Port - Inst Cl (FNSXX) [MF]Mutual Funds | $500,001 - $1,000,000 | JT | $5,001 - $15,000 | Dividends | 2023 |
![Residential Property [RP]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Residential Property [RP]Real Property | $250,001 - $500,000 | SP | $5,001 - $15,000 | Rent | 2023 |
RFETX Empower ⇒ American Funds 2030 Target Date Retirement Fd Cl R-6 (RFETX) [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2023 | |
BRK.B Ameriprise Brokerage Account ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]Stocks | $15,001 - $50,000 | JT | 2023 | ||
BAH Ameriprise Brokerage Account ⇒ Booz Allen Hamilton Holding Corporation Common Stock (BAH) [ST]Stocks | $15,001 - $50,000 | JT | 2023 | ||
AAPL Ameriprise Brokerage Account ⇒ Apple Inc. - Common Stock (AAPL) [ST]Stocks | $15,001 - $50,000 | JT | 2023 | ||
SGIIX Ameriprise Brokerage Account ⇒ First Eagle Global Fund Class I (SGIIX) [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2023 |
COST Ameriprise Brokerage Account ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST]Stocks | $15,001 - $50,000 | JT | 2023 | ||
META Ameriprise Brokerage Account ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST]Stocks | $15,001 - $50,000 | JT | 2023 | ||
NVDA Ameriprise Brokerage Account ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]Stocks | $15,001 - $50,000 | JT | 2023 | ||
GOOGL Ameriprise Brokerage Account ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST]Stocks | $15,001 - $50,000 | JT | 2023 | ||
CAT Ameriprise Brokerage Account ⇒ Caterpillar, Inc. Common Stock (CAT) [ST]Stocks | $15,001 - $50,000 | JT | 2023 | ||
KO Ameriprise Brokerage Account ⇒ Coca-Cola Company (KO) [ST]Stocks | $15,001 - $50,000 | JT | 2023 | ||
- Congressional Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | 2023 | ||
COP Ameriprise Brokerage Account ⇒ ConocoPhillips Common Stock (COP) [ST]Stocks | $15,001 - $50,000 | JT | 2023 | ||
ESIIX Ameriprise Brokerage Account ⇒ Eaton Vance Short Duration Strategic Income Fund -Class I (ESIIX) [MF]Mutual Funds | $1,001 - $15,000 | JT | 2023 | ||
FRIRX Ameriprise Brokerage Account ⇒ Fidelity Advisor Real Estate Income Fund: Class I (FRIRX) [MF]Mutual Funds | $1,001 - $15,000 | JT | 2023 | ||
FSRIX Ameriprise Brokerage Account ⇒ Fidelity Advisor Strategic Income Fund: Class I (FSRIX) [MF]Mutual Funds | $1,001 - $15,000 | JT | 2023 | ||
FAFTX Ameriprise Brokerage Account ⇒ Franklin Federal Tax Free Income Fund Advisor Class (FAFTX) [MF]Mutual Funds | $1,001 - $15,000 | JT | 2023 | ||
SGVDX Allspring ⇒ Allspring Government Securities Fund Class A (SGVDX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2023 |
V Ameriprise Brokerage Account ⇒ Visa Inc. (V) [ST]Stocks | $1,001 - $15,000 | JT | 2023 | ||
- Broadcast Music, Inc. [IP]Intellectual Property & Royalties | $1,001 - $15,000 | SP | $5,001 - $15,000 | royalties | 2023 |
PFE Ameriprise Brokerage Account ⇒ Pfizer, Inc. Common Stock (PFE) [ST]Stocks | $1,001 - $15,000 | JT | 2023 | ||
- Ameriprise - Inherited IRA ⇒ Ameriprise Insured Money Market [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
CAT Ameriprise - Inherited IRA ⇒ Caterpillar, Inc. Common Stock (CAT) [ST]Stocks | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
COP Ameriprise - Inherited IRA ⇒ ConocoPhillips Common Stock (COP) [ST]Stocks | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
SGIIX Ameriprise - Inherited IRA ⇒ First Eagle Global Fund Class I (SGIIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
NVDA Ameriprise - Inherited IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]Stocks | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
PALPX Ameriprise - Inherited IRA ⇒ PIMCO All Asset Fund Class I-2 (PALPX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
TGBAX Ameriprise - Inherited IRA ⇒ Templeton Global Bond Fund Advisor Class (TGBAX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VEU Ameriprise - Inherited IRA ⇒ Vanguard FTSE All World Ex US ETF (VEU) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
BIV Ameriprise - Inherited IRA ⇒ Vanguard Intermediate-Term Bond ETF (BIV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VOE Ameriprise - Inherited IRA ⇒ Vanguard Mid-Cap Value ETF (VOE) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VTV Ameriprise - Inherited IRA ⇒ Vanguard Value ETF (VTV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
DIS Ameriprise - Inherited IRA ⇒ Walt Disney Company (DIS) [ST]Stocks | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Ameriprise Brokerage Account ⇒ Ameriprise Insured Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2023 | ||
BN Ameriprise Brokerage Account ⇒ Brookfield Corporation Class A Limited Voting Shares (BN) [ST]Stocks | $1,001 - $15,000 | JT | 2023 | ||
- UMG Recordings [IP]Intellectual Property & Royalties | $1,001 - $15,000 | SP | $5,001 - $15,000 | royalties | 2023 |
- Universal Music Publishing [IP]Intellectual Property & Royalties | $1,001 - $15,000 | SP | $15,001 - $50,000 | royalties | 2023 |
BAM Ameriprise Brokerage Account ⇒ Brookfield Asset Management Inc Class A Limited Voting Shares (BAM) [ST]Stocks | $1 - $1,000 | JT | 2023 | ||
- Maryland State Retirement Agency [PE]Pensions | Undetermined | SP | Tax-Deferred | 2023 | |
- Ivey & Levetown LLC [OL]Ownership Interest | None | 2023 | |||
- Maryland State Retirement Agency [PE]Pensions | Undetermined | Tax-Deferred | 2023 |
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