Pete Sessions — 2025 financial disclosure
Amendment status is not available for House filings. A filing listed here may since have been amended.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
| Report type | Annual |
| Filing year | 2025 |
| Chamber | house |
| Alphabet Inc. - Class C Capital Stock (GOOG) | $15,001 - $50,000 · Dividends · $1 - $200 |
| Amazon.com, Inc. (AMZN) | $15,001 - $50,000 · None |
| American Funds Investment Co of America Cl F-1 Shs (AICFX) | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| Berkshire Hathaway Inc. New (BRK.B) | $15,001 - $50,000 · None |
| BlackRock Utility, Infrastructure & Power Opportunities Trust (BUI) | $1,001 - $15,000 · Dividends · $201 - $1,000 |
| BWX Technologies, Inc. (BWXT) | $50,001 - $100,000 · Dividends · $201 - $1,000 |
| Exxon Mobil Corporation (XOM) | $1,001 - $15,000 · Dividends · $1 - $200 |
| INTRUST BANK CD WICHITA KS CD 4.30 DUE 07/01/2025 | None · Interest · $201 - $1,000 |
| Lowe's Companies, Inc. (LOW) | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| Microsoft Corporation (MSFT) | $50,001 - $100,000 · Dividends · $201 - $1,000 |
| New York Whole Life Insurance | $50,001 - $100,000 · Dividends · $1,001 - $2,500 |
| North American Whole Life Insurance | $100,001 - $250,000 · Interest · $2,501 - $5,000 |
| Schwab S&P 500 Index Fund- Select Shares (SWPPX) | $15,001 - $50,000 · Capital Gains, Dividends · $201 - $1,000 |
| Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) | None · Capital Gains · $201 - $1,000 |
| Union Pacific Corporation (UNP) | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| US Bank #1 | $1,001 - $15,000 · Interest · $1 - $200 |
| US Bank #2 | $1,001 - $15,000 · Interest · $1 - $200 |
| US Bank #2 | $50,001 - $100,000 · Interest · $1,001 - $2,500 |
| US bank #2 | $50,001 - $100,000 · Interest · $1,001 - $2,500 |
| US Bank #3 | $1,001 - $15,000 · Interest · $1 - $200 |
| Verizon Communications Inc. Common Stock (VZ) | $1,001 - $15,000 · Dividends · $201 - $1,000 |
| 529 1 | $50,001 - $100,000 · Tax-Deferred |
| 529 1 Florida Prepaid | $1,001 - $15,000 · Tax-Deferred |
| 529 3 | $50,001 - $100,000 · Tax-Deferred |
| American Century Select Investor Class (TWCIX) | $50,001 - $100,000 · Tax-Deferred |
| Counterpoint Tactical Income Fund Class C (CPCTX) | $100,001 - $250,000 · Tax-Deferred |
| Invesco QQQ Trust, Series 1 (QQQ) | $15,001 - $50,000 · Tax-Deferred |
| Love Field ARPT TX | $1,001 - $15,000 · Tax-Deferred |
| Schwab Fundamental U.S. Broad Market ETF (FNDB) | $15,001 - $50,000 · Tax-Deferred |
| Schwab Fundamental U.S. Large Company ETF (FNDX) | $1,001 - $15,000 · Tax-Deferred |
| Schwab Fundamental US Lg Company Index Fund Insti Shs (SFLNX) | $50,001 - $100,000 · Tax-Deferred |
| Schwab International Equity ETF (SCHF) | $15,001 - $50,000 · Tax-Deferred |
| Schwab Prime Advantage Money Fund- Investor Shares (SWVXX) | $1,001 - $15,000 · Interest · $1 - $200 |
| Schwab S&P 500 Index Fund- Select Shares (SWPPX) | $100,001 - $250,000 · Tax-Deferred |
| Schwab U.S. Large-Cap ETF (SCHX) | $1,001 - $15,000 · Tax-Deferred |
| Schwab US Dividend Equity ETF (SCHD) | $15,001 - $50,000 · Tax-Deferred |
| Schwab Value Advantage Money Fund (SWVXX) | $1,001 - $15,000 · Tax-Deferred |
| US Bank #1 | None · Tax-Deferred |
| US Bank #1 | $100,001 - $250,000 · Tax-Deferred |
| US bank #1 | $100,001 - $250,000 · Tax-Deferred |
| … | 123 more assets: every one is in the complete record on this filing's page |
The complete record
| party | Republican |
| state | TX |
| office | Representative, TX-17 |
| source | HOUSE_CLERK_FD |
| chamber | house |
| filing id | house-fd-10075867 |
| report url | https://disclosures-clerk.house.gov/public_disc/financial-pdfs/2025/10075867.pdf |
| scraped at | 2026-09-20T18:57:57.890Z |
| asset count | 163 |
| bioguide id | S000250 |
| filing date | 2026-04-28 |
| filing year | 2025 |
| member last | Sessions |
| member name | Pete Sessions |
| report type | Annual |
| member first | Pete |
| content parsed | true |
| report subtype | Annual Report |
| state district | 17 |
| liability count | 0 |
assets (163)
| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|---|---|---|---|---|---|---|---|---|---|
| — | — | — | Alphabet Inc. - Class C Capital Stock (GOOG) | ST | 1 | ET Invest | Dividends | $15,001 - $50,000 | $1 - $200 | — |
| — | — | — | Amazon.com, Inc. (AMZN) | ST | 2 | CS Invest | None | $15,001 - $50,000 | — | — |
| — | — | — | American Funds Investment Co of America Cl F-1 Shs (AICFX) | MF | 3 | ET Invest | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| — | — | — | Berkshire Hathaway Inc. New (BRK.B) | ST | 4 | — | None | $15,001 - $50,000 | — | — |
| — | — | — | BlackRock Utility, Infrastructure & Power Opportunities Trust (BUI) | ST | 5 | CS Invest | Dividends | $1,001 - $15,000 | $201 - $1,000 | — |
| — | — | — | BWX Technologies, Inc. (BWXT) | ST | 6 | — | Dividends | $50,001 - $100,000 | $201 - $1,000 | — |
| — | — | — | Exxon Mobil Corporation (XOM) | ST | 7 | — | Dividends | $1,001 - $15,000 | $1 - $200 | — |
| — | — | — | INTRUST BANK CD WICHITA KS CD 4.30 DUE 07/01/2025 | BA | 8 | — | Interest | None | $201 - $1,000 | — |
| — | — | — | Lowe's Companies, Inc. (LOW) | ST | 9 | CS Invest | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| — | — | — | Microsoft Corporation (MSFT) | ST | 10 | ET Invest | Dividends | $50,001 - $100,000 | $201 - $1,000 | — |
| — | — | — | New York Whole Life Insurance | WU | 11 | — | Dividends | $50,001 - $100,000 | $1,001 - $2,500 | — |
| — | — | — | North American Whole Life Insurance | WU | 12 | — | Interest | $100,001 - $250,000 | $2,501 - $5,000 | — |
| — | — | — | Schwab S&P 500 Index Fund- Select Shares (SWPPX) | MF | 13 | — | Capital Gains, Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| — | — | — | Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) | EF | 14 | — | Capital Gains | None | $201 - $1,000 | — |
| — | — | — | Union Pacific Corporation (UNP) | ST | 15 | ET Invest | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| SP | — | — | US Bank #1 | BA | 16 | — | Interest | $1,001 - $15,000 | $1 - $200 | — |
| — | — | — | US Bank #2 | BA | 17 | — | Interest | $1,001 - $15,000 | $1 - $200 | — |
| — | — | — | US Bank #2 | BA | 18 | — | Interest | $50,001 - $100,000 | $1,001 - $2,500 | — |
| — | — | — | US bank #2 | BA | 19 | — | Interest | $50,001 - $100,000 | $1,001 - $2,500 | — |
| — | — | — | US Bank #3 | BA | 20 | — | Interest | $1,001 - $15,000 | $1 - $200 | — |
| — | — | — | Verizon Communications Inc. Common Stock (VZ) | ST | 21 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | — |
| SP | — | IA | 529 1 | 5P | 22 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| SP | — | FL | 529 1 Florida Prepaid | 5P | 23 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | IA | 529 3 | 5P | 24 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | American Century Select Investor Class (TWCIX) | MF | 25 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | Counterpoint Tactical Income Fund Class C (CPCTX) | MF | 26 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | Invesco QQQ Trust, Series 1 (QQQ) | EF | 27 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Love Field ARPT TX | CS | 28 | Bond | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Schwab Fundamental U.S. Broad Market ETF (FNDB) | EF | 29 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Schwab Fundamental U.S. Large Company ETF (FNDX) | EF | 30 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Schwab Fundamental US Lg Company Index Fund Insti Shs (SFLNX) | MF | 31 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | Schwab International Equity ETF (SCHF) | EF | 32 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Schwab Prime Advantage Money Fund- Investor Shares (SWVXX) | MF | 33 | — | Interest | $1,001 - $15,000 | $1 - $200 | — |
| — | — | — | Schwab S&P 500 Index Fund- Select Shares (SWPPX) | MF | 34 | CS Invest | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | Schwab U.S. Large-Cap ETF (SCHX) | EF | 35 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Schwab US Dividend Equity ETF (SCHD) | EF | 36 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Schwab Value Advantage Money Fund (SWVXX) | MF | 37 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | US Bank #1 | BA | 38 | — | Tax-Deferred | None | — | — |
| — | — | — | US Bank #1 | BA | 39 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | US bank #1 | BA | 40 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | US bank #2 | BA | 41 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | US Bank #2 | BA | 42 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | US Bank #3 | BA | 43 | — | Tax-Deferred | None | — | — |
| — | — | — | US bank #3 | BA | 44 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | US Bank #5 | BA | 45 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | US Bank #6 | BA | 46 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | US bank #6 | BA | 47 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | US bank #7 | BA | 48 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | US Bank #7 | BA | 49 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | US Bank #8 | BA | 50 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | US bank #8 | BA | 51 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Vanguard Information Tech ETF (VGT) | EF | 52 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | Vanguard Mega Cap Value ETF (MGV) | EF | 53 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | Costco Wholesale Corporation - Common Stock (COST) | ST | 54 | — | Dividends | $250,001 - $500,000 | $1,001 - $2,500 | — |
| — | — | — | CVS Health Corporation Common Stock (CVS) | ST | 55 | — | Capital Gains | None | $201 - $1,000 | — |
| — | — | — | Fundamental Investors, Class F-1 Shares (AFIFX) | MF | 56 | — | Capital Gains, Dividends | $50,001 - $100,000 | $201 - $1,000 | — |
| — | — | — | Home Depot, Inc. (HD) | ST | 57 | ET Invest | Dividends | $1,001 - $15,000 | $1 - $200 | — |
| — | — | — | RTX Corporation Common Stock (RTX) | ST | 58 | — | Capital Gains | $15,001 - $50,000 | $201 - $1,000 | — |
| — | — | — | Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) | ST | 59 | ET Invest | Dividends | $1,001 - $15,000 | $201 - $1,000 | — |
| — | — | — | US bank #1 | BA | 60 | — | Interest | None | $201 - $1,000 | — |
| — | — | — | US Bank #1 | BA | 61 | — | Interest | None | $201 - $1,000 | — |
| — | — | — | Vanguard Equity Income Fund Admiral Shares (VEIRX) | MF | 62 | ET Invest | Dividends | $50,001 - $100,000 | $1,001 - $2,500 | — |
| — | — | — | Vanguard Growth Index Fd Admiral Shs (VIGAX) | MF | 63 | — | Capital Gains, Dividends | $50,001 - $100,000 | $201 - $1,000 | — |
| — | — | — | Victory Nasdaq-100 Index Fund Shares (USNQX) | MF | 64 | ET Invest | Dividends | $15,001 - $50,000 | $1 - $200 | — |
| — | — | — | AbbVie Inc. (ABBV) | ST | 65 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | BlackRock Utility, Infrastructure & Power Opportunities Trust (BUI) | ST | 66 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Chevron Corporation (CVX) | ST | 67 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Crown Castle International Corp. (CCI) | ST | 68 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Energy Transfer LP Common Units (ET) | ST | 69 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Honeywell International Inc. (HON) | ST | 70 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | International Business Machines Corporation (IBM) | ST | 71 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | MSIF Growth Portfolio Class A (MSEGX) | MF | 72 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | Pepsico, Inc. (PEP) | ST | 73 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Procter & Gamble Company (PG) | ST | 74 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Resideo Technologies, Inc. (REZI) | ST | 75 | — | Capital Gains | None | $1 - $200 | — |
| — | — | — | Solstice Advanced Materials Inc. - Common Stock (SOLS) | ST | 76 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard Mega Cap Value ETF (MGV) | EF | 77 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Walt Disney Company (DIS) | ST | 78 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| JT | — | — | TOMBALL TX SL Assmnt Bond | CS | 79 | Bond | Interest | $100,001 - $250,000 | None | — |
| JT | — | — | Villages FL CDD Bond SPL Assmnt Rev | CS | 80 | Bond | Interest | $1,001 - $15,000 | None | — |
| — | — | — | TOBACCO SETTLEMENT FING CORP VA SER A1 TAXABLE SENIOR B/E CPN | CS | 81 | TOBACCO SETTLEMENT FING CORP VA SER A1 TAXABLE SENIOR B/E CPN [CS] | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | US STEEL CORP BONDS CPN 6.650% DUE 06/01/37 DTD 05/21/07 FC 12/01/07 | CS | 82 | US STEEL CORP BONDS CPN 6.650% DUE 06/01/37 DTD 05/21/07 FC 12/01/07 | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | American Beacon The London Company Income Equity Fund Institutional Class (ABCIX) | MF | 83 | — | Tax-Deferred | $500,001 - $1,000,000 | — | — |
| SP | — | — | Apple Inc. (AAPL) | ST | 84 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| SP | — | — | Ares Capital Corporation - Closed End Fund (ARCC) | ST | 85 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Fidelity 500 Index Fund (FXAIX) | MF | 86 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| SP | — | — | Fidelity Blue Chip Growth Fund Class K (FBGKX) | MF | 87 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | McDonald's Corporation (MCD) | ST | 88 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Microsoft Corporation - Common Stock (MSFT) | ST | 89 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | NVIDIA Corporation - Common Stock (NVDA) | ST | 90 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Schwab Fundamental U.S. Broad Market ETF (FNDB) | EF | 91 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Schwab Fundamental U.S. Broad Market ETF (FNDB) | EF | 92 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Schwab Fundamental U.S. Large Company ETF (FNDX) | EF | 93 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Schwab International Equity ETF (SCHF) | EF | 94 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Schwab Prime Advantage Money Fund- Investor Shares (SWVXX) | MF | 95 | — | Tax-Deferred | None | — | — |
| SP | — | — | Schwab S&P 500 Index Fund- Select Shares (SWPPX) | MF | 96 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| SP | — | — | Schwab S&P 500 Index Fund- Select Shares (SWPPX) | MF | 97 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit (SWTSX) | MF | 98 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | US bank #1 | BA | 99 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Vanguard Information Tech ETF (VGT) | EF | 100 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Vanguard Mega Cap Value ETF (MGV) | EF | 101 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Capital Intl Core | MF | 102 | UBS | Tax-Deferred | $250,001 - $500,000 | — | — |
| SP | — | — | Martin Currie Emerging Markets Fund Class A (MACEX) | MF | 103 | UBS IRA | Tax-Deferred | $100,001 - $250,000 | — | — |
| SP | — | — | UBS US Quality Growth At Reasonable Price Fund Class P (QGRPX) | MF | 104 | UBS IRA | Tax-Deferred | $250,001 - $500,000 | — | — |
| SP | — | — | US Interm Corp Bond | MF | 105 | UBS IRA | Tax-Deferred | $100,001 - $250,000 | — | — |
| SP | — | — | Virtus KAR Small-Mid Cap Core Fund Class I (VKSIX) | MF | 106 | UBS IRA | Tax-Deferred | $100,001 - $250,000 | — | — |
| SP | — | — | AEPFX | MF | 107 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | AMCAP Fund, Class F-2 Shares (AMCFX) | MF | 108 | UBS SEP | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | DFA U.S. Core Equity 2 Portfolio (DFQTX) | MF | 109 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| SP | — | — | Emerging Markets Core Equity 2 Portfolio (DFCEX) | MF | 110 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Fundamental Investors, Class F-2 Shares (FINFX) | MF | 111 | UBS SEP | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | International Core Equity 2 Portfolio (DFIEX) | MF | 112 | UBS SEP | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | New World Fund, Inc., Class F-2 Shs (NFFFX) | MF | 113 | UBS SEP | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | SMALLCAP World Fund, Inc., Class F-2 Shs (SMCFX) | MF | 114 | UBS SEP | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Schwab Prime Advantage Money Fund- Investor Shares (SWVXX) | MF | 115 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit (SWTSX) | MF | 116 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Vanguard Mega Cap Value ETF (MGV) | EF | 117 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | Waco, TX, US | SRH Hosp | RP | 118 | Waco Marriott | None | $100,001 - $250,000 | — | — |
| SP | — | — | Abbott Laboratories (ABT) | ST | 119 | — | Dividends | $50,001 - $100,000 | $1,001 - $2,500 | — |
| SP | — | — | Alphabet Inc. - Class C Capital Stock (GOOG) | ST | 120 | — | Dividends | $100,001 - $250,000 | $201 - $1,000 | — |
| SP | — | — | Amazon.com, Inc. (AMZN) | ST | 121 | UBS Trust | None | $100,001 - $250,000 | — | — |
| SP | — | — | American Beacon The London Company Income Equity Fund Institutional Class (ABCIX) | MF | 122 | — | Capital Gains, Dividends | $100,001 - $250,000 | $2,501 - $5,000 | — |
| SP | — | — | Apple Inc. (AAPL) | ST | 123 | USB Trust | Dividends | $100,001 - $250,000 | $1,001 - $2,500 | — |
| SP | — | — | Capital Intl | MF | 124 | UBS | Dividends | $100,001 - $250,000 | $2,501 - $5,000 | — |
| SP | — | — | Chipotle Mexican Grill, Inc. (CMG) | ST | 125 | UBS | None | $50,001 - $100,000 | — | — |
| SP | — | — | Costco Wholesale Corporation - Common Stock (COST) | ST | 126 | UBS | Dividends | $100,001 - $250,000 | $1,001 - $2,500 | — |
| SP | — | — | Costco Wholesale Corporation - Common Stock (COST) | ST | 127 | — | Dividends | $1,001 - $15,000 | $1 - $200 | — |
| SP | — | — | Danaher Corporation Common Stock (DHR) | ST | 128 | — | Capital Gains | None | $15,001 - $50,000 | — |
| SP | — | — | Invesco QQQ Trust, Series 1 (QQQ) | EF | 129 | UBS Trust | Dividends | $50,001 - $100,000 | $201 - $1,000 | — |
| SP | — | — | Invesco QQQ Trust, Series 1 (QQQ) | ST | 130 | CS Trust | Dividends | $15,001 - $50,000 | $1 - $200 | — |
| SP | — | — | Johnson & Johnson Common Stock (JNJ) | ST | 131 | — | Capital Gains | None | $15,001 - $50,000 | — |
| SP | — | — | London Co LCV | MF | 132 | — | Dividends | $100,001 - $250,000 | $201 - $1,000 | — |
| SP | — | — | Mastercard Incorporated (MA) | ST | 133 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| SP | — | — | McDonald's Corporation Common Stock (MCD) | ST | 134 | — | Dividends | $1,001 - $15,000 | $1 - $200 | — |
| SP | — | — | MetLife | FN | 135 | — | Interest | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 | — |
| SP | — | — | Microsoft Corporation (MSFT) | ST | 136 | UBS Trust | Dividends | $250,001 - $500,000 | $1,001 - $2,500 | — |
| SP | — | — | Microsoft Corporation (MSFT) | ST | 137 | CS | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| SP | — | — | National Life Group | WU | 138 | — | Interest | $50,001 - $100,000 | $2,501 - $5,000 | — |
| SP | — | — | NVIDIA Corporation - Common Stock (NVDA) | ST | 139 | UBS | Dividends | $250,001 - $500,000 | $1 - $200 | — |
| SP | — | — | NVIDIA Corporation - Common Stock (NVDA) | ST | 140 | CS | Dividends | $100,001 - $250,000 | $1 - $200 | — |
| SP | — | Winter Park, FL, US | Residential Real Estate #5 - Private Mortgage | RP | 141 | KB1 | Interest, Rent | $100,001 - $250,000 | $15,001 - $50,000 | — |
| SP | — | Winter Park, FL, US | Residential Real Estate #1 | RP | 142 | PA1 | Rent | $250,001 - $500,000 | $15,001 - $50,000 | — |
| SP | — | Winter Park, FL, US | Residential Real Estate #2 | RP | 143 | PA2 | Rent | $250,001 - $500,000 | $15,001 - $50,000 | — |
| SP | — | Winter Park, FL, US | Residential Real Estate #3 | RP | 144 | KB2 | Rent | $250,001 - $500,000 | $15,001 - $50,000 | — |
| SP | — | — | Residential Real Estate #4 - Private Mortgage | OT | 145 | tate #4 - Private Mortgage - Winter Park, FL | Interest | $250,001 - $500,000 | $15,001 - $50,000 | — |
| SP | — | — | Schwab Fundamental US Lg Company Index Fund Insti Shs (SFLNX) | MF | 146 | — | Capital Gains, Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| SP | — | — | Schwab International Equity ETF (SCHF) | EF | 147 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| SP | — | — | Schwab Prime Advantage Money Fund- Investor Shares (SWVXX) | MF | 148 | — | Interest | $500,001 - $1,000,000 | $15,001 - $50,000 | — |
| SP | — | — | Schwab U.S. Large-Cap ETF (SCHX) | EF | 149 | CS | Capital Gains, Dividends | $50,001 - $100,000 | $201 - $1,000 | — |
| SP | — | — | Starbucks Corporation (SBUX) | ST | 150 | UBS | Dividends | $15,001 - $50,000 | $1,001 - $2,500 | — |
| SP | — | — | TJX Companies, Inc. (TJX) | ST | 151 | UBS Trust | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| SP | — | — | UBS Muni | MF | 152 | UBS Trust | Interest | $500,001 - $1,000,000 | $15,001 - $50,000 | — |
| SP | — | — | UBS US Quality Growth At Reasonable Price Fund Class P (QGRPX) | MF | 153 | UBS Trust | Capital Gains, Dividends | $100,001 - $250,000 | $201 - $1,000 | — |
| SP | — | — | US Bank #1 | BA | 154 | — | Interest | $15,001 - $50,000 | $201 - $1,000 | — |
| SP | — | — | US Bank #2 | BA | 155 | CS Trust | Interest | $1,001 - $15,000 | $1 - $200 | — |
| SP | — | — | US Bank #3 | BA | 156 | — | Interest | $15,001 - $50,000 | $1 - $200 | — |
| SP | — | — | Vanguard Information Tech ETF (VGT) | EF | 157 | — | Capital Gains, Dividends | $15,001 - $50,000 | $1 - $200 | — |
| SP | — | — | Vanguard Mega Cap Value ETF (MGV) | EF | 158 | CS Trust | Dividends | $50,001 - $100,000 | $201 - $1,000 | — |
| SP | — | — | Virtus KAR Small-Mid Cap Core Fund Class I (VKSIX) | MF | 159 | UBS Trust | Dividends | $100,001 - $250,000 | $201 - $1,000 | — |
| SP | — | — | Visa Inc. (V) | ST | 160 | UBS Trust | Dividends | $15,001 - $50,000 | $1 - $200 | — |
| SP | — | — | Visa Inc. (V) | ST | 161 | CS Trust | Dividends | $1,001 - $15,000 | $1 - $200 | — |
| SP | — | — | Walmart Inc. (WMT) | ST | 162 | CS Trust | Dividends | $1 - $1,000 | $1 - $200 | — |
| SP | — | — | Walmart Inc. (WMT) | ST | 163 | UBS Trust | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
liabilities (0)
None listed.