
Julie Johnson net worth
DemocratIn office
House of Representatives · Texas · 574 trades
- 574
- Trades
- Latest filing
- CI
- Most traded
Updated August 5, 2026 · Source: Clerk of the House
Short answer: Based on the annual report for 2025, we estimate Julie Johnson (Member of Congress from Texas)'s net worth at $31.5 million: reported assets minus liabilities. Most of it is in real estate, etf and stocks.
- $174,000
- Salary per year
- $31.5 million
- Estimated net worth
- the annual salary
- 181 times
- That is
Julie Johnson's estimated net worth per year
Show figures per year
| Year | Estimated net worth |
|---|---|
| 2025 | $31.5 million |
Salary
$174,000per year (member of Congress)
Net worth
$31.5 millionestimated net worth
Whose name the assets are in
8%in own name
92%spouse, joint or child
Insider trading: what the data shows
494 of 574reported within 45 days
Reported assets
| Name | Type | Amount | Owner |
|---|---|---|---|
| Charter Oak Production Co LLC | Business interest | up to $15K | Spouse |
| Charter Oak Production Co LLC | Business interest | up to $15K | Self |
| Chase Bank Accounts | Bank accounts | up to $1M | Joint |
| Frost Bank Accounts | Bank accounts | up to $250K | Spouse |
| Law Office of Julie Johnson PLLC, 100% Interest | Business interest | up to $500K | Self |
| Rental Beach House 1 | Real estate | up to $5M | Joint |
| Rental Beach House 2 | Real estate | up to $25M | Joint |
| Texas GI Consultants Real Estate Holding LLC | Business interest | up to $15K | Spouse |
| Chase Brokerage Account (3933) ⇒ Blackstone Alternative Multi-Strategy Fund Class Y (BXMYX) | Mutual fund | None | Joint |
| Chase Brokerage Account (3933) ⇒ Fidelity 500 Index Fund (FXAIX) | Mutual fund | None | Joint |
| Chase Brokerage Account (3933) ⇒ iShares Core MSCI EAFE ETF (IEFA) | ETF | None | Joint |
| Chase Brokerage Account (3933) ⇒ JPMorgan BetaBuilders Canada ETF (BBCA) | ETF | None | Joint |
| Chase Brokerage Account (3933) ⇒ JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) | ETF | None | Joint |
| Chase Brokerage Account (3933) ⇒ JPMorgan BetaBuilders Japan ETF (BBJP) | ETF | None | Joint |
| Chase Brokerage Account (3933) ⇒ Lord Abbett Short Duration Income Class F3 (LOLDX) | Mutual fund | None | Joint |
| Chase Brokerage Account (3933) ⇒ Neuberger Berman Long Short Fd Instl Cl (NLSIX) | Mutual fund | None | Joint |
| Chase Brokerage Account (3933) ⇒ Six Circles Credit Opportunities Fund (CRDOX) | Mutual fund | None | Joint |
| Chase Brokerage Account (3933) ⇒ Six Circles International Unconstrained Equity Fund (CIUEX) | Mutual fund | None | Joint |
| Chase Brokerage Account (3933) ⇒ Six Circles Multi-Strategy Fund (CALTX) | Mutual fund | None | Joint |
| Chase Brokerage Account (3933) ⇒ Six Circles Tax Aware Bond Fund (CBTAX) | Mutual fund | None | Joint |
| Chase Brokerage Account (3933) ⇒ Six Circles US Unconstrained Equity Fund (CUSUX) | Mutual fund | None | Joint |
| Chase Brokerage Account (3933) ⇒ SPDR S&P 500 (SPY) | ETF | None | Joint |
| Chase Brokerage Account (3933) ⇒ Vanguard Tax-Exempt Bond ETF (VTEB) | ETF | None | Joint |
| Chase Brokerage Account (3935) ⇒ 3M Company (MMM) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Abbott Laboratories (ABT) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ AbbVie Inc. (ABBV) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Accenture plc (Class A) Ordinary Shares (ACN) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Air Products and Chemicals, Inc. (APD) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Alphabet Inc. (Class C) (GOOG) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ American Express Company (AXP) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Analog Devices, Inc. (ADI) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Arthur J. Gallagher & Co. (AJG) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Bank of America Corporation (BAC) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ BlackRock, Inc. (BLK) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Blackstone Inc. (BX) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Bristol-Myers Squibb Company (BMY) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Capital One Financial Corporation (COF) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Charles Schwab Corporation (SCHW) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Chevron Corporation (CVX) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Chubb Limited (CB) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ CME Group Inc. (Class A) (CME) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ CMS Energy Corporation (CMS) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Comcast Corporation (Class A) (CMCSA) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ ConocoPhillips (COP) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Deere & Company (DE) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Dover Corporation (DOV) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Eli Lilly and Company (LLY) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ EOG Resources, Inc. (EOG) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Exxon Mobil Corporation (XOM) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ General Dynamics Corporation (GD) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Goldman Sachs Group, Inc. (GS) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Home Depot, Inc. (HD) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ International Business Machines Corporation (IBM) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Johnson & Johnson (JNJ) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ JP Morgan Sweep Account | Bank accounts | None | Joint |
| Chase Brokerage Account (3935) ⇒ JPMorgan Tax Free Money Market Fund - Institutional Share Class (JTFXX) | Mutual fund | None | Joint |
| Chase Brokerage Account (3935) ⇒ McDonald's Corporation (MCD) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Microsoft Corporation (MSFT) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Mondelez International, Inc. (Class A) (MDLZ) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Morgan Stanley (MS) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ NextEra Energy, Inc. (NEE) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Norfolk Southern Corporation (NSC) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ NXP Semiconductors N.V. (NXPI) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Parker-Hannifin Corporation (PH) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Pepsico, Inc. (PEP) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Philip Morris International Inc (PM) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ PNC Financial Services Group, Inc. (PNC) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ PPG Industries, Inc. (PPG) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Procter & Gamble Company (PG) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Republic Services, Inc. (RSG) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ RTX Corporation (RTX) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Seagate Technology Holdings PLC - Ordinary Shares (STX) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Texas Instruments Incorporated (TXN) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ The Bank of New York Mellon Corporation (BK) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ The Cigna Group (CI) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ TJX Companies, Inc. (TJX) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ UnitedHealth Group Incorporated (UNH) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Verizon Communications Inc. (VZ) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Walmart Inc. (WMT) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Wells Fargo & Company (WFC) | Stocks | None | Joint |
| Chase Brokerage Account (3935) ⇒ Xcel Energy Inc. (XEL) | Stocks | None | Joint |
| Fidelity GI Alliance 401k ⇒ Vanguard Target Retirement 2025 Fund (VTTVX) | Mutual fund | up to $15K | Spouse |
| Fidelity Investment Account (2705) ⇒ Fidelity Investment Account (cash) | Bank accounts | up to $15K | Joint |
| Fidelity Investment Account (2705) ⇒ Virtus Real Estate Capital LP | Business interest | None | Joint |
| Merrill Lynch IRA ⇒ BlackRock Liquidity Funds FedFund - Premier (BUPXX) | Mutual fund | up to $15K | Self |
| Merrill Lynch IRA ⇒ IRA Cash Account | Bank accounts | up to $50K | Self |
| Merrill Lynch IRA ⇒ iShares Broad USD Investment Grade Corporate Bond ETF (USIG) | ETF | up to $100K | Self |
| Merrill Lynch IRA ⇒ iShares Core S&P U.S. Growth ETF (IUSG) | ETF | up to $1M | Self |
| Merrill Lynch IRA ⇒ iShares Core S&P U.S. Value ETF (IUSV) | ETF | up to $1M | Self |
| Merrill Lynch IRA ⇒ Vanguard FTSE Developed Markets ETF (VEA) | ETF | up to $500K | Self |
| Merrill Lynch IRA ⇒ Vanguard FTSE Emerging Markets ETF (VWO) | ETF | up to $250K | Self |
| Merrill Lynch IRA ⇒ Vanguard Russell 2000 ETF (VTWO) | ETF | up to $250K | Self |
| Merrill Lynch Long Term Growth ⇒ A.O. Smith Corporation (AOS) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Accenture plc (Class A) Ordinary Shares (ACN) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Adobe Inc. (ADBE) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Agilent Technologies, Inc. (A) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Alaska Air Group, Inc. (ALK) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Alcon Inc. Ordinary Shares (ALC) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Allete, Inc. (ALE) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Alliant Energy Corporation (LNT) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Allstate Corporation (ALL) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Alphabet Inc. (Class C) (GOOG) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Amazon.com, Inc. (AMZN) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Ameren Corporation (AEE) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ American Water Works Company, Inc. (AWK) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Apple Inc. (AAPL) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ ASML Holding N.V. - New York Registry Shares (ASML) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Assurant, Inc. (AIZ) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ AutoZone, Inc. (AZO) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ AvalonBay Communities, Inc. (AVB) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Bank of America Money Accounts | Bank accounts | up to $50K | Joint |
| Merrill Lynch Long Term Growth ⇒ BlackRock Liquidity Funds FedFund - Premier (BUPXX) | Mutual fund | up to $15K | Joint |
| Merrill Lynch Long Term Growth ⇒ Blue Bird Corporation (BLBD) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Boeing Company (BA) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Carlisle Companies Incorporated (CSL) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Carrier Global Corporation (CARR) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Chevron Corporation (CVX) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Chubb Limited (CB) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ CMS Energy Corporation (CMS) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Cognizant Technology Solutions Corporation (CTSH) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Colgate-Palmolive Company (CL) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Coterra Energy Inc. (CTRA) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ DaVita Inc. (DVA) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ DBA Sempra (SRE) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Deere & Company (DE) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Dell Technologies Inc. (DELL) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Delta Air Lines, Inc. (DAL) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Discover Financial Services (DFS) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ DT Midstream, Inc. (DTM) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Eli Lilly and Company (LLY) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Equifax, Inc. (EFX) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Equinix, Inc. (EQIX) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Exxon Mobil Corporation (XOM) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ F5, Inc. (FFIV) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Fiserv, Inc. (FI) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Gen Digital Inc. (GEN) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Genuine Parts Company (GPC) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ HCA Healthcare, Inc. (HCA) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Honeywell International Inc. (HON) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Howmet Aerospace Inc. (HWM) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Intercontinental Exchange Inc. (ICE) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ International Paper Company (IP) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Intuit Inc. (INTU) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Intuitive Surgical, Inc. (ISRG) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ iShares Broad USD Investment Grade Corporate Bond ETF (USIG) | ETF | up to $250K | Joint |
| Merrill Lynch Long Term Growth ⇒ iShares Core S&P Total U.S. Stock Market ETF (ITOT) | ETF | up to $1M | Joint |
| Merrill Lynch Long Term Growth ⇒ iShares Core S&P U.S. Growth ETF (IUSG) | ETF | up to $100K | Joint |
| Merrill Lynch Long Term Growth ⇒ iShares Core S&P U.S. Value ETF (IUSV) | ETF | up to $100K | Joint |
| Merrill Lynch Long Term Growth ⇒ iShares ESG MSCI KLD 400 ETF (DSI) | ETF | None | Joint |
| Merrill Lynch Long Term Growth ⇒ iShares National Muni Bond ETF (MUB) | ETF | up to $1M | Joint |
| Merrill Lynch Long Term Growth ⇒ iShares U.S. Treasury Bond ETF (GOVT) | ETF | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Jacobs Solutions Inc. (J) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ JP Morgan Chase & Co. (JPM) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ KeyCorp (KEY) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Kroger Company (KR) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ L3Harris Technologies, Inc. (LHX) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Lam Research Corporation (LRCX) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Marsh & McLennan Companies, Inc. (MMC) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Masco Corporation (MAS) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Meta Platforms, Inc. (Class A) (META) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Micron Technology, Inc. (MU) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Microsoft Corporation (MSFT) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Mondelez International, Inc. (Class A) (MDLZ) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Monster Beverage Corporation (MNST) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Morgan Stanley (MS) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Netflix, Inc. (NFLX) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ NextEra Energy, Inc. (NEE) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ NVIDIA Corporation (NVDA) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Oracle Corporation (ORCL) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Palo Alto Networks, Inc. (PANW) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Paychex, Inc. (PAYX) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Paycom Software, Inc. (PAYC) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ PayPal Holdings, Inc. (PYPL) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Pentair plc. Ordinary Share (PNR) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Pepsico, Inc. (PEP) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ PNC Financial Services Group, Inc. (PNC) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Progressive Corporation (PGR) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Public Service Enterprise Group Incorporated (PEG) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Quest Diagnostics Incorporated (DGX) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Raymond James Financial, Inc. (RJF) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Reliance Steel & Aluminum Co. (RS) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Rollins, Inc. (ROL) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ RTX Corporation (RTX) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ S&P Global Inc. (SPGI) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Salesforce, Inc. (CRM) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ ServiceNow, Inc. (NOW) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Sherwin-Williams Company (SHW) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Southwest Airlines Company (LUV) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ SPDR Portfolio Long Term Treasury ETF (SPTL) | ETF | None | Joint |
| Merrill Lynch Long Term Growth ⇒ State Street SPDR MSCI ACWI ex-US ETF (CWI) | ETF | up to $500K | Joint |
| Merrill Lynch Long Term Growth ⇒ State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) | ETF | None | Joint |
| Merrill Lynch Long Term Growth ⇒ State Street SPDR Portfolio High Yield Bond ETF (SPHY) | ETF | up to $15K | Joint |
| Merrill Lynch Long Term Growth ⇒ Stryker Corporation (SYK) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Tesla, Inc. (TSLA) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ The Cigna Group (CI) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Thermo Fisher Scientific Inc (TMO) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ TXNM Energy, Inc. (TXNM) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Uber Technologies, Inc. (UBER) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ UDR, Inc. (UDR) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ United Parks & Resorts Inc. (PRKS) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ VanEck ETF Trust VanEck High Yield Muni ETF (HYD) | ETF | up to $250K | Joint |
| Merrill Lynch Long Term Growth ⇒ Vanguard Div Appreciation ETF (VIG) | ETF | up to $250K | Joint |
| Merrill Lynch Long Term Growth ⇒ Vanguard Mortgage-Backed Securities ETF (VMBS) | ETF | up to $15K | Joint |
| Merrill Lynch Long Term Growth ⇒ Vanguard Tax-Exempt Bond ETF (VTEB) | ETF | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Vanguard Total International Bond ETF (BNDX) | ETF | up to $250K | Joint |
| Merrill Lynch Long Term Growth ⇒ VeriSign, Inc. (VRSN) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Verisk Analytics, Inc. (VRSK) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ VICI Properties Inc. (VICI) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Visa Inc. (V) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ W.W. Grainger, Inc. (GWW) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Waste Management, Inc. (WM) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Webster Financial Corporation (WBS) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Weyerhaeuser Company (WY) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Workday, Inc. (Class A) (WDAY) | Stocks | None | Joint |
| Merrill Lynch Long Term Growth ⇒ Xcel Energy Inc. (XEL) | Stocks | None | Joint |
| Merrill Lynch Nonmanaged Account ⇒ Nonmanaged Cash Account | Bank accounts | up to $250K | Joint |
| Merrill Lynch Rollover IRA ⇒ Bank of America Bank Account | Bank accounts | up to $100K | Spouse |
| Merrill Lynch Rollover IRA ⇒ BlackRock Liquidity Funds FedFund - Premier (BUPXX) | Mutual fund | up to $50K | Spouse |
| Merrill Lynch Rollover IRA ⇒ iShares Broad USD Investment Grade Corporate Bond ETF (USIG) | ETF | up to $1M | Spouse |
| Merrill Lynch Rollover IRA ⇒ iShares Core S&P U.S. Growth ETF (IUSG) | ETF | up to $1M | Spouse |
| Merrill Lynch Rollover IRA ⇒ iShares Core S&P U.S. Value ETF (IUSV) | ETF | up to $5M | Spouse |
| Merrill Lynch Rollover IRA ⇒ iShares U.S. Treasury Bond ETF (GOVT) | ETF | up to $1M | Spouse |
| Merrill Lynch Rollover IRA ⇒ SPDR Portfolio Long Term Treasury ETF (SPTL) | ETF | up to $100K | Spouse |
| Merrill Lynch Rollover IRA ⇒ State Street SPDR Portfolio High Yield Bond ETF (SPHY) | ETF | up to $250K | Spouse |
| Merrill Lynch Rollover IRA ⇒ Vanguard FTSE Developed Markets ETF (VEA) | ETF | up to $1M | Spouse |
| Merrill Lynch Rollover IRA ⇒ Vanguard FTSE Emerging Markets ETF (VWO) | ETF | up to $500K | Spouse |
| Merrill Lynch Rollover IRA ⇒ Vanguard Mortgage-Backed Securities ETF (VMBS) | ETF | up to $1M | Spouse |
| Merrill Lynch Rollover IRA ⇒ Vanguard Russell 2000 ETF (VTWO) | ETF | up to $500K | Spouse |
| Merrill Lynch Rollover IRA ⇒ Vanguard Total International Bond ETF (BNDX) | ETF | up to $1M | Spouse |
| Merrill Lynch Tax Efficient Core ⇒ Abbott Laboratories (ABT) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ AbbVie Inc. (ABBV) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Accenture plc (Class A) Ordinary Shares (ACN) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Advanced Micro Devices, Inc. (AMD) | Stocks | up to $50K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Air Products and Chemicals, Inc. (APD) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Allstate Corporation (ALL) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Alphabet Inc. (Class A) (GOOGL) | Stocks | up to $50K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Alphabet Inc. (Class C) (GOOG) | Stocks | up to $250K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Amazon.com, Inc. (AMZN) | Stocks | up to $100K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ American Express Company (AXP) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Ameriprise Financial, Inc. (AMP) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ AMETEK, Inc. (AME) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Amgen Inc. (AMGN) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Analog Devices, Inc. (ADI) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ ANSYS, Inc. (ANSS) | Stocks | None | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Aon plc (Class A) Ordinary Shares (AON) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Apple Inc. (AAPL) | Stocks | up to $250K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Applied Materials, Inc. (AMAT) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ AT&T Inc. (T) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Autodesk, Inc. (ADSK) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Automatic Data Processing, Inc. (ADP) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Baker Hughes Company (BKR) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Berkshire Hathaway Inc. New (BRK.B) | Stocks | up to $50K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Bio-Techne Corp (TECH) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ BlackRock, Inc. (BLK) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Booking Holdings Inc. (BKNG) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Boston Scientific Corporation (BSX) | Stocks | up to $50K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Broadcom Inc. (AVGO) | Stocks | up to $100K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Broadridge Financial Solutions, Inc. (BR) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Camden Property Trust (CPT) | Stocks | None | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Canadian Pacific Kansas City Limited Common Shares (CP) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Capital One Financial Corporation (COF) | Stocks | up to $50K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Carnival Corporation (CCL) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Caterpillar, Inc. (CAT) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ CBRE Group Inc (Class A) (CBRE) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Charles Schwab Corporation (SCHW) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Chevron Corporation (CVX) | Stocks | up to $50K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Chubb Limited (CB) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Church & Dwight Company, Inc. (CHD) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Cisco Systems, Inc. (CSCO) | Stocks | up to $50K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Citigroup, Inc. (C) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ CME Group Inc. (Class A) (CME) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Coca-Cola Company (KO) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Comcast Corporation (Class A) (CMCSA) | Stocks | None | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Comerica Incorporated (CMA) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ ConAgra Brands, Inc. (CAG) | Stocks | None | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Consolidated Edison, Inc. (ED) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Corning Incorporated (GLW) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Corpay, Inc. (CPAY) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Corteva, Inc. (CTVA) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Costco Wholesale Corporation (COST) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Crown Castle Inc. (CCI) | Stocks | None | Joint |
| Merrill Lynch Tax Efficient Core ⇒ CSX Corporation (CSX) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Cummins Inc. (CMI) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Devon Energy Corporation (DVN) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Dollar General Corporation (DG) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ DTE Energy Company (DTE) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Duke Energy Corporation (DUK) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ DuPont de Nemours, Inc. (DD) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Edison International (EIX) | Stocks | None | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Edwards Lifesciences Corporation (EW) | Stocks | up to $50K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Electronic Arts Inc. (EA) | Stocks | None | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Eli Lilly and Company (LLY) | Stocks | up to $100K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Emerson Electric Company (EMR) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Entergy Corporation (ETR) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Evergy, Inc. (EVRG) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Exxon Mobil Corporation (XOM) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Fastenal Company (FAST) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Fifth Third Bancorp (FITB) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Ford Motor Company (F) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Fortinet, Inc. (FTNT) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Fox Corporation (FOXA) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Fox Corporation (FOX) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Garmin Ltd. (GRMN) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ GE Aerospace (GE) | Stocks | up to $50K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ GE Vernova Inc. (GEV) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ General Dynamics Corporation (GD) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ General Motors Company (GM) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Gilead Sciences, Inc. (GILD) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Goldman Sachs Group, Inc. (GS) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Halliburton Company (HAL) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Healthpeak Properties, Inc. (DOC) | Stocks | None | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Hewlett Packard Enterprise Company (HPE) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Hilton Worldwide Holdings Inc. (HLT) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Home Depot, Inc. (HD) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Honeywell International Inc. (HON) | Stocks | None | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Howmet Aerospace Inc. (HWM) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Illinois Tool Works Inc. (ITW) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Intercontinental Exchange Inc. (ICE) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ International Business Machines Corporation (IBM) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Intuit Inc. (INTU) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ J.B. Hunt Transport Services, Inc. (JBHT) | Stocks | None | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Johnson & Johnson (JNJ) | Stocks | None | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Johnson Controls International plc Ordinary Share (JCI) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ JP Morgan Chase & Co. (JPM) | Stocks | up to $50K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Keurig Dr Pepper Inc. (KDP) | Stocks | None | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Kimberly-Clark Corporation (KMB) | Stocks | None | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Kimco Realty Corporation (KIM) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Kinder Morgan, Inc. (KMI) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ L3Harris Technologies, Inc. (LHX) | Stocks | None | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Lam Research Corporation (LRCX) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Las Vegas Sands Corp. (LVS) | Stocks | None | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Lennar Corporation (Class A) (LEN) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Linde plc Ordinary Shares (LIN) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Lockheed Martin Corporation (LMT) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Lowe's Companies, Inc. (LOW) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ M&T Bank Corporation (MTB) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Marathon Petroleum Corporation (MPC) | Stocks | None | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Marsh & McLennan Companies, Inc. (MMC) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Masco Corporation (MAS) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Mastercard Incorporated (MA) | Stocks | up to $50K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ McDonald's Corporation (MCD) | Stocks | up to $50K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ McKesson Corporation (MCK) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Merck & Company, Inc. (MRK) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Meta Platforms, Inc. (Class A) (META) | Stocks | up to $100K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ MetLife, Inc. (MET) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Micron Technology, Inc. (MU) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Microsoft Corporation (MSFT) | Stocks | up to $250K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Moody's Corporation (MCO) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Nasdaq, Inc. (NDAQ) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Netflix, Inc. (NFLX) | Stocks | up to $50K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Newmont Corporation (NEM) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ NextEra Energy, Inc. (NEE) | Stocks | None | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Norfolk Southern Corporation (NSC) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Northrop Grumman Corporation (NOC) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ NRG Energy, Inc. (NRG) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Nucor Corporation (NUE) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ NVIDIA Corporation (NVDA) | Stocks | up to $250K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ O'Reilly Automotive, Inc. (ORLY) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ ONEOK, Inc. (OKE) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Oracle Corporation (ORCL) | Stocks | up to $50K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ PACCAR Inc. (PCAR) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Palo Alto Networks, Inc. (PANW) | Stocks | up to $50K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Parker-Hannifin Corporation (PH) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Pepsico, Inc. (PEP) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Phillips 66 (PSX) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ PNC Financial Services Group, Inc. (PNC) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Principal Financial Group Inc (PFG) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Procter & Gamble Company (PG) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Progressive Corporation (PGR) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ ProLogis, Inc. (PLD) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Prudential Financial, Inc. (PRU) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ PTC Inc. (PTC) | Stocks | None | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Qnity Electronics, Inc. (Q) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ QUALCOMM Incorporated (QCOM) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Raymond James Financial, Inc. (RJF) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Regions Financial Corporation (RF) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Republic Services, Inc. (RSG) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ ResMed Inc. (RMD) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Roper Technologies, Inc. (ROP) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Royal Caribbean Cruises Ltd. (RCL) | Stocks | up to $50K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ RTX Corporation (RTX) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ S&P Global Inc. (SPGI) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Salesforce, Inc. (CRM) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Simon Property Group, Inc. (SPG) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Southern Company (SO) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Starbucks Corporation (SBUX) | Stocks | None | Joint |
| Merrill Lynch Tax Efficient Core ⇒ State Street Corporation (STT) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Synchrony Financial (SYF) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Sysco Corporation (SYY) | Stocks | None | Joint |
| Merrill Lynch Tax Efficient Core ⇒ T-Mobile US, Inc. (TMUS) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Tapestry, Inc. (TPR) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Tax Efficient Core Cash Account | Bank accounts | up to $50K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Tesla, Inc. (TSLA) | Stocks | None | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Texas Instruments Incorporated (TXN) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ The Travelers Companies, Inc. (TRV) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Thermo Fisher Scientific Inc (TMO) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ TJX Companies, Inc. (TJX) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Truist Financial Corporation (TFC) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Uber Technologies, Inc. (UBER) | Stocks | None | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Union Pacific Corporation (UNP) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ United Airlines Holdings, Inc. (UAL) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ United Parcel Service, Inc. (UPS) | Stocks | None | Joint |
| Merrill Lynch Tax Efficient Core ⇒ United Rentals, Inc. (URI) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ UnitedHealth Group Incorporated (UNH) | Stocks | up to $50K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Universal Health Services, Inc. (UHS) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Unum Group (UNM) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Verizon Communications Inc. (VZ) | Stocks | None | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Vertex Pharmaceuticals Incorporated (VRTX) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Visa Inc. (V) | Stocks | up to $50K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ W.W. Grainger, Inc. (GWW) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Walmart Inc. (WMT) | Stocks | up to $50K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Walt Disney Company (DIS) | Stocks | None | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Warner Bros. Discovery, Inc. - Series A (WBD) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Waste Management, Inc. (WM) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Welltower Inc. (WELL) | Stocks | up to $15K | Joint |
| Merrill Lynch Tax Efficient Core ⇒ Williams Companies, Inc. (WMB) https://fd.house.gov/reference/asset-type-codes.aspx. | Stocks | up to $15K | Joint |
Reported liabilities
| Creditor | Type of debt | Amount | Owner |
|---|---|---|---|
| Merrill Lynch | LMA Line of Credit | up to $1M | Joint |
| Carrington Mortgage Services | Mortgage on Rental Beach House 1 | up to $1M | Joint |
| Capital City | Mortgage on Rental Beach House 2 | up to $5M | Joint |
What members say
From 16,781 filings to 221
16,781congressional trades reported in the past 1.5 years
Experienced traders on our team check every trade
221shared with members since March 2025
Less than 1.5% of filings make the cut.
We check every filing. You get the trades worth acting on.
In the app you only see the trades our team selects after checking them, explained in plain language.
Join now →4.7 Trustpilot (310)4.8 Whop (330)5,000+ members
Other politicians
Frequently asked questions
Questions about Julie Johnson
How much is Julie Johnson worth?
Based on the annual report for 2025, we estimate Julie Johnson (Member of Congress from Texas)'s net worth at $31.5 million: the midpoints of the reported assets minus those of the liabilities. Because the filing gives only ranges, it lies between $9.0 million and $53.9 million.
How much does Julie Johnson earn per year?
As a member of Congress, Julie Johnson (Member of Congress from Texas) earns $174,000 per year (source: Congressional Research Service, report RL30064).
How do you calculate Julie Johnson's net worth?
We take the midpoints of all assets minus the midpoints of all liabilities from the annual report for 2025, with the amounts as reported: assets of $36.0 million and liabilities of $4.5 million. A personal residence that produces no income is not reported.
Does Julie Johnson's net worth point to insider trading?
A reported trade is not proof of insider trading. Members of Congress must report every trade; 574 disclosed trades of Julie Johnson (Member of Congress from Texas) through August 5, 2026 are on this page. We show what was reported. The disclosed trades are in the Julie Johnson stock tracker.
Why does this net worth differ from other estimates?
Members of Congress report their assets and liabilities only in amount classes, and some classes have no upper limit. We use the midpoint of each class from the official annual report and subtract the liabilities. A class without an upper limit counts at its lower bound, so for that item the estimate is a minimum. Other estimates often use different assumptions, such as current market values or no deduction for liabilities, which makes them come out higher or lower.
Where does Wolf of Washington get its data?
Wolf of Washington builds and maintains its own database of stock trades by members of Congress: more than 102,000 trades by more than 350 members of Congress, from 2012 through October 28, 2026, updated every business day.
The trades on this page come from that database, which records the official filings with the Clerk of the House. Compiled by Wolf of Washington from the official filings. We show filings through November 3, 2026.
From all those trades, experienced traders on our team pick the ones worth acting on. Of the 16,781 congressional trades reported in the past 1.5 years, we shared 221 with members since March 2025.
A filing gives amounts as one of the fixed official amount classes, for example up to $5M, not an exact amount. We use the midpoint. An open upper bound, such as "Over $50 million", has no upper limit: we count it as its lower bound and call it a minimum, so the real amount can be higher.
Estimated net worth = the midpoints of all assets minus the midpoints of all liabilities, from the annual report for 2025 (filed August 13, 2026).
Because the ranges are so wide, the same filing puts the net worth anywhere between $9.0 million and $53.9 million. In that upper limit, an open upper bound counts only with its lower bound.
A personal residence is not reported, because a home that produces no income does not have to be listed as an asset on the annual report. The mortgage on it is listed under liabilities. The real net worth can therefore be higher.
For each year we take that year's annual report; if it was amended later, the newest amendment. Sources: the annual financial disclosure reports filed with the Clerk of the House; the trades come from our database, which processes the official periodic transaction reports. Compiled by Wolf of Washington from the official filings.
Information only, not investment advice. Past performance does not guarantee future results. All figures come from public filings by members of the U.S. Congress; amounts are estimates based on the reported ranges.






























































