John Beccia — 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 | Amendment |
| Filing year | 2025 |
| Chamber | house |
| AbbVie Inc. Common Stock (ABBV) | $1 - $1,000 · Dividends |
| Advanced Micro Devices, Inc. (AMD) | $1,001 - $15,000 · None |
| Alphabet Inc. - Class A Common Stock (GOOGL) | $1,001 - $15,000 · Dividends |
| Alphabet Inc. - Class C Capital Stock (GOOG) | $1,001 - $15,000 · Dividends |
| Amazon.com, Inc. - Common Stock (AMZN) | $1,001 - $15,000 · None |
| ANDOVER MA BE/R/ 4.000 100140 DTD | $100,001 - $250,000 · Interest |
| APOLLO DEBT SOLUTIONS BDC CLASS S A/O 12/31/2025 | $1,000,001 - $5,000,000 · Dividends |
| Apple Inc. - Common Stock (AAPL) | $15,001 - $50,000 · Dividends |
| Arista Networks, Inc. Common Stock (ANET) | $1,001 - $15,000 · None |
| ARLINGTON TX INDPT SCH D BE/R/ 5.000 021527 DTD 120125 | $100,001 - $250,000 · Interest |
| Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) | $15,001 - $50,000 · Dividends |
| BANK OF AMER CORP B/E 05.875% 091566 DTD031518 FC091518 FIX-TO-FLOAT | $500,001 - $1,000,000 · Interest |
| Bank of America | $250,001 - $500,000 · None |
| Berkshire Hathaway Inc. New Common Stock (BRK.B) | $1,001 - $15,000 · None |
| BLUE OWL REAL ESTATE NET LEASE TRUST CLASS S A/O 12/31/2025 | $1,000,001 - $5,000,000 · None |
| BNY MELLON | $100,001 - $250,000 · Interest |
| BOSTON MA WTR & SWR SR A RV BE/R/ 5.000 110126 DTD 032624 | $250,001 - $500,000 · Interest |
| BOSTON MA WTR & SWR SR A RV BE/R/ 5.000 110131 DTD 032624 | $50,001 - $100,000 · Interest |
| BOSTON MA WTR & SWR SR A RV BE/R/ 5.000 110132 DTD 032624 | $100,001 - $250,000 · Interest |
| Broadcom Inc. - Common Stock (AVGO) | $1,001 - $15,000 · Dividends |
| BROCKTON MA BE/R/ 5.000 080132 DTD 080422 | $100,001 - $250,000 · Interest |
| BROOKFIELD INFRASTRUCTUR INCOME FUND INC CLASS S | $1,000,001 - $5,000,000 · Dividends |
| BROOKLINE MA BE/R/ 5.000 051537 DTD 061725 | $50,001 - $100,000 · Interest |
| BURLESON TX INDPT SCH PERMA BE/R/ 5.000 080130 DTD 120125 | $100,001 - $250,000 · Interest |
| BURLESON TX INDPT SCH PERMA BE/R/ 5.000 080132 DTD 120125 | $100,001 - $250,000 · Interest |
| CAMBRIDGE MA BE/R/ 5.000 021529 DTD 031622 | $250,001 - $500,000 · Interest |
| Chevron Corporation Common Stock (CVX) | $1,001 - $15,000 · Dividends |
| Circle Internet Group, Inc. Class A Common Stock (CRCL) | $5,000,001 - $25,000,000 · None |
| CITIBANK HSA | $1,001 - $15,000 · None |
| CITIGROUP INC B/E 06.950% 051574 DTD021225 FC051525 FIX TO FLT | $500,001 - $1,000,000 · Interest |
| Cohen & Steers Realty Shares, Inc. (CSRSX) | $1,001 - $15,000 · Dividends |
| Costco Wholesale Corporation - Common Stock (COST) | $1,001 - $15,000 · Dividends |
| DANVILLE IN MULTI-SCH B INDIA SR B RV BE/R/ 5.000 071539 DTD 121725 | $100,001 - $250,000 · Interest |
| Dimensional Emerging Core Equity Market ETF (DFAE) | $100,001 - $250,000 · Dividends |
| EL PASO CNTY CO SCH ST N RV BE/R/ 5.000 121528 DTD 121525 | $100,001 - $250,000 · Interest |
| Eli Lilly and Company Common Stock (LLY) | $1,001 - $15,000 · Dividends |
| ESCONDIDO CA USD GO BE/R/ 5.000 080126 DTD 020118 | $100,001 - $250,000 · Interest |
| Exxon Mobil Corporation Common Stock (XOM) | $1,001 - $15,000 · Dividends |
| FAIRFAX CNTY VA FOR PREV BE/R/ 5.000 100131 DTD 012418 | $100,001 - $250,000 · Interest |
| Fidelity | $500,001 - $1,000,000 · Dividends |
| … | 124 more assets: every one is in the complete record on this filing's page |
The complete record
| party | — |
| state | MA |
| office | Representative, MA-06 |
| source | HOUSE_CLERK_FD |
| chamber | house |
| filing id | house-fd-10081419 |
| report url | https://disclosures-clerk.house.gov/public_disc/financial-pdfs/2025/10081419.pdf |
| scraped at | 2026-08-31T10:31:24.314Z |
| asset count | 164 |
| bioguide id | — |
| filing date | 2026-07-31 |
| filing year | 2025 |
| member last | Beccia |
| member name | John Beccia |
| report type | Amendment |
| member first | John |
| content parsed | true |
| report subtype | Amendment Report |
| state district | 06 |
| liability count | 0 |
assets (164)
| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|---|---|---|---|---|---|---|---|---|---|
| — | — | — | AbbVie Inc. Common Stock (ABBV) | ST | 1 | — | Dividends | $1 - $1,000 | — | — |
| — | — | — | Advanced Micro Devices, Inc. (AMD) | ST | 2 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Alphabet Inc. - Class A Common Stock (GOOGL) | ST | 3 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Alphabet Inc. - Class C Capital Stock (GOOG) | ST | 4 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Amazon.com, Inc. - Common Stock (AMZN) | ST | 5 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | ANDOVER MA BE/R/ 4.000 100140 DTD | GS | 6 | CUSIP: 034286LC6 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | APOLLO DEBT SOLUTIONS BDC CLASS S A/O 12/31/2025 | PS | 7 | CUSIP: 901999NZ1 | Dividends | $1,000,001 - $5,000,000 | — | — |
| — | — | — | Apple Inc. - Common Stock (AAPL) | ST | 8 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Arista Networks, Inc. Common Stock (ANET) | ST | 9 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | ARLINGTON TX INDPT SCH D BE/R/ 5.000 021527 DTD 120125 | GS | 10 | CUSIP: 041827BA3 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) | EF | 11 | CUSIP: 26922B832 | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | BANK OF AMER CORP B/E 05.875% 091566 DTD031518 FC091518 FIX-TO-FLOAT | BA | 12 | CUSIP: 060505FL3 | Interest | $500,001 - $1,000,000 | — | — |
| — | — | — | Bank of America | BA | 13 | — | None | $250,001 - $500,000 | — | — |
| — | — | — | Berkshire Hathaway Inc. New Common Stock (BRK.B) | ST | 14 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | BLUE OWL REAL ESTATE NET LEASE TRUST CLASS S A/O 12/31/2025 | PS | 15 | CUSIP: 67190C9Q7 | None | $1,000,001 - $5,000,000 | — | — |
| — | — | — | BNY MELLON | BA | 16 | — | Interest | $100,001 - $250,000 | — | — |
| — | — | — | BOSTON MA WTR & SWR SR A RV BE/R/ 5.000 110126 DTD 032624 | GS | 17 | CUSIP: 101029XN1 | Interest | $250,001 - $500,000 | — | — |
| — | — | — | BOSTON MA WTR & SWR SR A RV BE/R/ 5.000 110131 DTD 032624 | GS | 18 | CUSIP: 101029XT8 | Interest | $50,001 - $100,000 | — | — |
| — | — | — | BOSTON MA WTR & SWR SR A RV BE/R/ 5.000 110132 DTD 032624 | GS | 19 | CUSIP: 101029XU5 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | Broadcom Inc. - Common Stock (AVGO) | ST | 20 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | BROCKTON MA BE/R/ 5.000 080132 DTD 080422 | GS | 21 | CUSIP: 111746KN2 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | BROOKFIELD INFRASTRUCTUR INCOME FUND INC CLASS S | HE | 22 | CUSIP: 11299AA53 | Dividends | $1,000,001 - $5,000,000 | — | — |
| — | — | — | BROOKLINE MA BE/R/ 5.000 051537 DTD 061725 | GS | 23 | CUSIP: 113746EC1 | Interest | $50,001 - $100,000 | — | — |
| — | — | — | BURLESON TX INDPT SCH PERMA BE/R/ 5.000 080130 DTD 120125 | GS | 24 | CUSIP: 1214034T3 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | BURLESON TX INDPT SCH PERMA BE/R/ 5.000 080132 DTD 120125 | GS | 25 | CUSIP: 1214034V8 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | CAMBRIDGE MA BE/R/ 5.000 021529 DTD 031622 | GS | 26 | CUSIP: 132286AG0 | Interest | $250,001 - $500,000 | — | — |
| — | — | — | Chevron Corporation Common Stock (CVX) | ST | 27 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Circle Internet Group, Inc. Class A Common Stock (CRCL) | ST | 28 | CUSIP: 172573107 | None | $5,000,001 - $25,000,000 | — | — |
| — | — | — | CITIBANK HSA | BA | 29 | HSA | None | $1,001 - $15,000 | — | — |
| — | — | — | CITIGROUP INC B/E 06.950% 051574 DTD021225 FC051525 FIX TO FLT | BA | 30 | CUSIP: 17327CAV5 | Interest | $500,001 - $1,000,000 | — | — |
| — | — | — | Cohen & Steers Realty Shares, Inc. (CSRSX) | MF | 31 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Costco Wholesale Corporation - Common Stock (COST) | ST | 32 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | DANVILLE IN MULTI-SCH B INDIA SR B RV BE/R/ 5.000 071539 DTD 121725 | GS | 33 | CUSIP: 236572KK8 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | Dimensional Emerging Core Equity Market ETF (DFAE) | EF | 34 | CUSIP: 25434V302 | Dividends | $100,001 - $250,000 | — | — |
| — | — | — | EL PASO CNTY CO SCH ST N RV BE/R/ 5.000 121528 DTD 121525 | GS | 35 | CUSIP: 283484FP3 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | Eli Lilly and Company Common Stock (LLY) | ST | 36 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | ESCONDIDO CA USD GO BE/R/ 5.000 080126 DTD 020118 | GS | 37 | CUSIP: 296371TP2 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | Exxon Mobil Corporation Common Stock (XOM) | ST | 38 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | FAIRFAX CNTY VA FOR PREV BE/R/ 5.000 100131 DTD 012418 | GS | 39 | CUSIP: 30382AGK2 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | Fidelity | BA | 40 | — | Dividends | $500,001 - $1,000,000 | — | — |
| — | — | — | Fidelity Advisor Emerging Markets Fd Cl Z (FZAEX) | MF | 41 | 401K | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | Fidelity Advisor Stock Selector Mid Cap Fund Class Z (FSLZX) | MF | 42 | 401K | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Fidelity Advisor Strategic Income Fund: Class Z (FIWDX) | MF | 43 | 401K | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | Fidelity Cash Reserves (FDRXX) | MF | 44 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | FIDELITY GOVERNMENT MONEY MARKET (SPAXX) | BA | 45 | SPAXX | Interest | $500,001 - $1,000,000 | — | — |
| — | — | — | FIDELITY GOVERNMENT MONEY MARKET (SPAXX) | BA | 46 | IRA | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | Fidelity International Index Fund (FSPSX) | MF | 47 | 401K | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | Fidelity Large Cap Growth Index Fund (FSPGX) | MF | 48 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | Fidelity Large Cap Value Index Fund (FLCOX) | MF | 49 | 401K | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | Fidelity Mid Cap Growth Index Fund (FMDGX) | MF | 50 | 401K | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Fidelity NASDAQ Composite Index (FNCMX) | MF | 51 | 401K | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | Fidelity Retiree Health Reimbursement Plan | BA | 52 | — | Interest | $15,001 - $50,000 | — | — |
| — | — | — | Fidelity SAI Canada Equity Index Fund (FSCJX) | MF | 53 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity SAI Inflation-Focused Fund (FIFGX) | MF | 54 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity SAI Inflation-Protected Bond Index Fund (FSPWX) | MF | 55 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX) | MF | 56 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity Short-Term Treasury Bond Index Fund (FUMBX) | MF | 57 | 401K | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | Fidelity Stock Selector Small Cap Fund Class Z (FSSZX) | MF | 58 | 401K | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | Fidelity Strategic Advisors Emerging Markets Fund (FSAMX) | MF | 59 | — | Dividends | $50,001 - $100,000 | — | — |
| — | — | Washington DC, DC, US | FS Vector LLC | OL | 60 | Ownership interest (estimated) in FS Vector LLC | Tax Distribution | $5,000,001 - $25,000,000 | — | — |
| — | — | — | FSV 2023 Fund | PS | 61 | Fenway Summer Ventures 2023 Fund | None | $100,001 - $250,000 | — | — |
| — | — | — | GE Aerospace Common Stock (GE) | ST | 62 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | GOLDMAN SACHS GROUP INC 06.125% 051074 DTD092624 FC051025 FIX TO VARIABLE | CS | 63 | CUSIP: 38141GB52 | Interest | $500,001 - $1,000,000 | — | — |
| — | — | — | Goldman Sachs Group, Inc. (GS) | ST | 64 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | GREENFIELD IN MIDDLE SC INDIA RV BE/R/ 5.000 011534 DTD 121125 | GS | 65 | CUSIP: 39501PJB3 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | GREENFIELD IN MIDDLE SC INDIA RV BE/R/ 5.000 071533 DTD 121125 | GS | 66 | CUSIP: 39501PJA5 | Interest | $15,001 - $50,000 | — | — |
| — | — | — | HAYS TX CONS INDPT SCH D PERMA BE/R/ 5.000 021540 DTD 080125 | GS | 67 | CUSIP: 421111AQ8 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | HENNEPIN CNTY MN FOR I S BE/R/ 5.000 121536 DTD 100120 | GS | 68 | CUSIP: 425507LD0 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | Home Depot, Inc. (HD) | ST | 69 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | ILLINOIS FIN AUTH UNIV SR A RV BE/R/ 5.000 010137 DTD 041625 | GS | 70 | CUSIP: 45204FB95 | Interest | $15,001 - $50,000 | — | — |
| — | — | — | INDIANAPOLIS IN LOC PUB SR E RV BE/R/ 5.000 071537 DTD 121125 | GS | 71 | CUSIP: 45528VJC4 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | Intuit Inc. - Common Stock (INTU) | ST | 72 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | iShares Core MSCI EAFE ETF (IEFA) | EF | 73 | CUSIP: 46432F842 | Dividends | $100,001 - $250,000 | — | — |
| — | — | — | iShares Core S&P 500 ETF (IVV) | EF | 74 | HSA | None | $1,001 - $15,000 | — | — |
| — | — | — | iShares Core S&P Small-Cap ETF (IJR) | EF | 75 | CUSIP: 464287804 | Dividends | $50,001 - $100,000 | — | — |
| — | — | — | iShares Preferred and Income Securities ETF (PFF) | EF | 76 | CUSIP: 464288687 | Dividends | $1,000,001 - $5,000,000 | — | — |
| — | — | — | iShares Russell 1000 ETF (IWB) | EF | 77 | CUSIP: 464287622 | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | JARRELL TX INDPT SCH ST BE/R/ 5.000 021533 DTD 121525 | GS | 78 | CUSIP: 471146YD6 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | JARRELL TX INDPT SCH ST PERMA BE/R/ 5.000 021536 DTD 121525 | GS | 79 | CUSIP: 471146YG9 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | JARRELL TX INDPT SCH ST PERMA BE/R/ 5.000 021537 DTD 121525 | GS | 80 | CUSIP: 471146YH7 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | Johnson & Johnson Common Stock (JNJ) | ST | 81 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | JP Morgan Chase & Co. Common Stock (JPM) | ST | 82 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | JPMORGAN CHASE & CO. B/E 06.500% 040174 DTD020425 | BA | 83 | CUSIP: 48128AAJ2 | Interest | $500,001 - $1,000,000 | — | — |
| — | — | — | KENTUCKY ST TPK AU ECON SR A RV BE/R/ 5.000 070135 DTD 040225 | GS | 84 | CUSIP: 491552X83 | Interest | $50,001 - $100,000 | — | — |
| — | — | — | KING CO WA S/D #400 BE/R/ 5.000 120129 DTD 041624 | GS | 85 | CUSIP: 495026SZ0 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | LA JOYA TX IN SCH ASSUR BE/R/ 4.000 021530 DTD 091519 | GS | 86 | CUSIP: 503462WD1 | Interest | $250,001 - $500,000 | — | — |
| — | — | — | LEADER BANK | BA | 87 | — | Interest | $100,001 - $250,000 | — | — |
| — | — | — | LINCOLN NATL CORP DEPOSI SER D 9.000% PREFERRED CLBL PAR VALUE - 25.00 | BA | 88 | CUSIP: 534187885 | Interest | $250,001 - $500,000 | — | — |
| — | — | MA | MA PORTFOLIO 2027 (FIDELITY FUNDS) - DC1 | 5F | 89 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | MASSACHUSETTS BAY TRANS RV BE/R/ 5.000 070126 DTD 032405 | GS | 90 | CUSIP: 575579HD2 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | MASSACHUSETTS BAY TRANS SR A RV BE/R/ 5.000 070140 DTD 070224 | GS | 91 | CUSIP: 575579U88 | Interest | $50,001 - $100,000 | — | — |
| — | — | — | MASSACHUSETTS H&E AUTH IRMK RV BE/R/ 5.000 110128 DTD 063005 | GS | 92 | CUSIP: 57586ES36 | Interest | $50,001 - $100,000 | — | — |
| — | — | — | MASSACHUSETTS ST DEV FIN RV BE/R/ 5.000 070138 DTD 120225 | GS | 93 | CUSIP: 57585BQA9 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | MASSACHUSETTS ST DEV FIN SR B RV BE/R/ 5.000 021534 DTD 042424 | GS | 94 | CUSIP: 57585BAL2 | Rent | $250,001 - $500,000 | — | — |
| — | — | — | MASSACHUSETTS ST DEV FIN SR N RV BE/R/ 5.000 070139 DTD 120225 | GS | 95 | CUSIP: 57585BQB7 | Interest | $250,001 - $500,000 | — | — |
| — | — | — | MASSACHUSETTS ST FOR ISS SR A BE/R/ 5.000 010128 DTD 012324 | GS | 96 | CUSIP: 57582R5E2 | Interest | $50,001 - $100,000 | — | — |
| — | — | — | MASSACHUSETTS ST FOR ISS SR A BE/R/ 5.000 070127 DTD 071615 | GS | 97 | CUSIP: 57582RDV5 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | MASSACHUSETTS ST GO CONS SR A BE/R/ 5.000 010137 DTD 012324 | GS | 98 | CUSIP: 57582R5J1 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | MASSACHUSETTS ST SCH BLG SR B BE/R/ 5.000 111528 DTD 102616 | GS | 99 | CUSIP: 576000UK7 | Interest | $50,001 - $100,000 | — | — |
| — | — | — | MASSACHUSETTS ST SR A RV BE/R/ 5.000 021539 DTD 091825 | GS | 100 | CUSIP: 576000D59 | Interest | $50,001 - $100,000 | — | — |
| — | — | — | MASSACHUSETTS ST TRANSN SR A RV BE/R/ 5.000 060138 DTD 102225 | GS | 101 | CUSIP: 57604TMM5 | Interest | $250,001 - $500,000 | — | — |
| — | — | — | Mastercard Incorporated Common Stock (MA) | ST | 102 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | McDonald's Corporation Common Stock (MCD) | ST | 103 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | McKesson Corporation Common Stock (MCK) | ST | 104 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Merck & Company, Inc. Common Stock (MRK) | ST | 105 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Meta Platforms, Inc. - Class A Common Stock (META) | ST | 106 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Micron Technology, Inc. - Common Stock (MU) | ST | 107 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Microsoft Corporation - Common Stock (MSFT) | ST | 108 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Netflix, Inc. - Common Stock (NFLX) | ST | 109 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | NEW BEDFORD MA FOR ISS U BE/R/ 4.000 040138 DTD 041024 | GS | 110 | CUSIP: 642170UD4 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | NEW YORK NY I-4 BE/R/ 5.000 040133 DTD 041106 | GS | 111 | CUSIP: 64966SDX1 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | NEW YORK NY SR D BE/R/ 5.000 040135 DTD 041124 | GS | 112 | CUSIP: 64966SBZ8 | Interest | $100,001 - $250,000 | — | — |
| — | — | NH | NH PORTFOLIO 2024 (FIDELITY FUNDS) - DC2 | 5F | 113 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | NORFOLK MA BE/R/ 4.000 040135 DTD 041024 | GS | 114 | CUSIP: 655745PA9 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | NORFOLK MA BE/R/ 4.000 040136 DTD 041024 | GS | 115 | CUSIP: 655745PB7 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | NUVEEN ENHANCED HIGH YIELD MNCPL BD FUND CLASS A | GS | 116 | CUSIP: 670686203 | Interest | $500,001 - $1,000,000 | — | — |
| — | — | — | NVIDIA Corporation - Common Stock (NVDA) | ST | 117 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | O'Reilly Automotive, Inc. - Common Stock (ORLY) | ST | 118 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | OKLAHOMA CITY OK BE/R/ 5.000 030133 DTD 030124 | GS | 119 | CUSIP: 678519X38 | Interest | $15,001 - $50,000 | — | — |
| — | — | — | Oracle Corporation Common Stock (ORCL) | ST | 120 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Palantir Technologies Inc. - Class A Common Stock (PLTR) | ST | 121 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Parker-Hannifin Corporation Common Stock (PH) | ST | 122 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Pepsico, Inc. (PEP) | ST | 123 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | PNC FINL SERV GRP INC WT 6.000% 042671 DTD042622 FC081522 EXP B/E | BA | 124 | CUSIP: 693475BD6 | Interest | $500,001 - $1,000,000 | — | — |
| — | — | — | Procter & Gamble Company (PG) | ST | 125 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | PURDUE UNIV TRUSTEES IN RV BE/R/ 5.000 070128 DTD 040224 | GS | 126 | CUSIP: 746189E39 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | PURDUE UNIV TRUSTEES IN RV BE/R/ 5.000 070130 DTD 040224 | GS | 127 | CUSIP: 746189E54 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | READING MA BE/R/ 4.000 101540 DTD 121825 | GS | 128 | CUSIP: 755417L91 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | READING MA BE/R/ 5.000 101527 DTD 121825 | GS | 129 | CUSIP: 755417K43 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | River Financial | PS | 130 | Ownership interest (estimated) in River Financial Inc. | None | $500,001 - $1,000,000 | — | — |
| — | — | — | ROCK ISLAND CO IL SD#40 BE/R/ 5.000 120132 DTD 121825 | GS | 131 | CUSIP: 772419NH6 | Interest | $250,001 - $500,000 | — | — |
| — | — | — | Salesforce, Inc. Common Stock (CRM) | ST | 132 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Security Scorecard | PS | 133 | Security Scorecard - New York, NY | None | $15,001 - $50,000 | — | — |
| — | — | — | SNOHOMISH CO WA SCH BE/R/ 5.000 120133 DTD 040924 | GS | 134 | CUSIP: 833136RQ9 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | Solidus Labs | PS | 135 | Crypto-native risk monitoring firm, New York, NY | None | $15,001 - $50,000 | — | — |
| — | — | — | Strategic Advisers Alternatives Fund (FSLTX) | MF | 136 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Strategic Advisers Core Income Fund (FPCIX) | MF | 137 | — | Dividends | $100,001 - $250,000 | — | — |
| — | — | — | Strategic Advisers Income Opportunities Fund (FPIOX) | MF | 138 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Strategic Advisers International Fund (FILFX) | MF | 139 | — | Dividends | $100,001 - $250,000 | — | — |
| — | — | — | Strategic Advisers Short Duration Fund (FAUDX) | MF | 140 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Strategic Advisers U.S. Total Stock Fund (FSAKX) | MF | 141 | — | Dividends | $250,001 - $500,000 | — | — |
| — | — | — | Surus | PS | 142 | Asset management, custody, and compliance platform. Asheville, NC. | None | $1,001 - $15,000 | — | — |
| — | — | — | TELL CITY TROY TWP IN RV BE/R/ 5.000 011533 DTD 122325 | GS | 143 | CUSIP: 879662HT4 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | TELL CITY TROY TWP IN RV BE/R/ 5.000 071534 DTD 122325 | GS | 144 | CUSIP: 879662HW7 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | TEMPLE TX INDPT SCH PERMA BE/R/ 5.000 020139 DTD 041824 | GS | 145 | CUSIP: 880081TK0 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | Tesla, Inc. - Common Stock (TSLA) | ST | 146 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | TJX Companies, Inc. (TJX) | ST | 147 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | UBS FDIC INSURED DEPOSIT PROGRAM | BA | 148 | CUSIP: 90499A9D0 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | UBS GOVERNMENT MONEY MARKET INVESTMENTS FUND | BA | 149 | — | Dividends, Interest | $15,001 - $50,000 | — | — |
| — | — | — | UBS PRIME PREFERRED FUND | BA | 150 | CUISP: 90262Y794 | Interest | $500,001 - $1,000,000 | — | — |
| — | — | — | UnitedHealth Group Incorporated Common Stock (UNH) | ST | 151 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | US BANK | BA | 152 | — | Interest | $100,001 - $250,000 | — | — |
| — | — | — | US Treasury Bill | GS | 153 | CUSIP: 912797SC2 | Interest | $5,000,001 - $25,000,000 | — | — |
| — | — | — | Vanguard FTSE Developed Markets ETF (VEA) | EF | 154 | CUSIP: 921943858 | None | $15,001 - $50,000 | — | — |
| — | — | — | Vanguard Large-Cap ETF (VV) | EF | 155 | CUSIP: 922908637 | Dividends | $50,001 - $100,000 | — | — |
| — | — | — | Vanguard Mid-Cap ETF (VO) | EF | 156 | CUSIP: 922908629 | Dividends | $50,001 - $100,000 | — | — |
| — | — | — | Visa Inc. (V) | ST | 157 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Walmart Inc. - Common Stock (WMT) | ST | 158 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | WASHINGTON ST MOTOR VEHI SR C BE/R/ 5.000 080136 DTD 040124 | GS | 159 | CUSIP: 93974E2B1 | Interest | $250,001 - $500,000 | — | — |
| — | — | — | WELLS FARGO & CO NEW B/E 06.850% 091573 DTD072324 FC091524 FIX-TO-FLT | BA | 160 | CUSIP: 95002YAC7 | Interest | $500,001 - $1,000,000 | — | — |
| — | — | — | Wells Fargo & Company Common Stock (WFC) | ST | 161 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | WOODSTOCK GA BE/R/ 5.000 020135 DTD 041024 | GS | 162 | CUSIP: 980327AF7 | Interest | $100,001 - $250,000 | — | — |
| — | — | — | WOODSTOCK GA BE/R/ 5.000 020137 DTD 041024 | GS | 163 | CUSIP: 980327AH3 | Interest | $50,001 - $100,000 | — | — |
| — | — | — | WORCESTER MA MUN PURP BE/R/ 5.000 020127 DTD 020122 | GS | 164 | CUSIP: 981306D34 | Interest | $100,001 - $250,000 | — | — |
liabilities (0)
None listed.