“...pleasure and pain, they come and go and don't last... bear them patiently”—Gita
Base report: terminated-filer report (filed 2/2/2025) · (no PTR trades after report date)
Estimated total: $2.7M–open-ended (some lines have no upper bound) across 66 positions.
Based on the terminated-filer report (filed 2/2/2025) and trades reported after it, Rep. Michael C. Burgess holds an estimated 66 positions worth $2.7M–open-ended (some lines have no upper bound) in total. The largest estimated holding is Non Investment Residence ($600K–$1.2M). Disclosures give value ranges, not exact amounts, so treat this as a rough estimate for education, not investment advice.
| Asset | Type | Estimated range | Confidence | Came from |
|---|---|---|---|---|
| Non Investment Residence | Real estate | $600K–$1.2M | High | Report |
| Primary Residence | Real estate | $500K–$1M | High | Report |
| SNAXX Schwab Value Advantage Money Market (SNAXX) (Cultivar JT Joi | Cash | $500K–$1M | High | Report |
| Fidelity Contrafund | Fund/ETF | $100K–$250K | High | Report |
| Northwest Mutual Life Insurance-65 Life 1987-whole | Other | $100K–$250K | High | Report |
| Northwest Mutual Life Insurance-65 Life 1991b-whole | Other | $100K–$250K | High | Report |
| Northwest Mutual Life Insurance-65 Life 1991-whole | Other | $100K–$250K | High | Report |
| Wells Fargo Bank Deposit Sweep Combined | Cash | $100K–$250K | High | Report |
| Wells Fargo IRA ⇒ American Funds Growth Fund of America | Cash | $100K–$250K | High | Report |
| Northwest Mutual Life Insurance-65 Life 1988-whole | Other | $50K–$100K | High | Report |
| Northwest Mutual Life Insurance-65 Life 1989-whole | Other | $50K–$100K | High | Report |
| Point Bank | Cash | $50K–$100K | High | Report |
| CVAR Schwab Premier Bank (Cultivar Joint 1753) ⇒ ETF Opportunitie | Fund/ETF | $50K–$100K | High | Report |
| GVIXX Spouse's Wells Fargo IRA ⇒ Allspring Government Money Market | Fund/ETF | $50K–$100K | High | Report |
| Spouse's Wells Fargo IRA ⇒ Fidelity Adv. Series - Equity Gro | Fund/ETF | $50K–$100K | High | Report |
| CIPNX Schwab Premier Bank (Cultivar Joint 1753) ⇒ Champlain Small | Fund/ETF | $15K–$50K | High | Report |
| CAOS Schwab Premier Bank (Cultivar Joint 1753) ⇒ EA Series Trust | Fund/ETF | $15K–$50K | High | Report |
| SGOIX Schwab Premier Bank (Cultivar Joint 1753) ⇒ First Eagle Over | Fund/ETF | $15K–$50K | High | Report |
| GTEYX Schwab Premier Bank (Cultivar Joint 1753) ⇒ Gateway Fund Cla | Fund/ETF | $15K–$50K | High | Report |
| HSGFX Schwab Premier Bank (Cultivar Joint 1753) ⇒ Hussman Strategi | Fund/ETF | $15K–$50K | High | Report |
| DJP Schwab Premier Bank (Cultivar Joint 1753) ⇒ iPath Bloomberg | Other | $15K–$50K | High | Report |
| AGG Schwab Premier Bank (Cultivar Joint 1753) ⇒ iShares Core U.S | Fund/ETF | $15K–$50K | High | Report |
| WOOD Schwab Premier Bank (Cultivar Joint 1753) ⇒ iShares Global T | Fund/ETF | $15K–$50K | High | Report |
| LSBDX Schwab Premier Bank (Cultivar Joint 1753) ⇒ Loomis Sayles Fu | Fund/ETF | $15K–$50K | High | Report |
| LSGBX Schwab Premier Bank (Cultivar Joint 1753) ⇒ Loomis Sayles Fu | Fund/ETF | $15K–$50K | High | Report |
| LASYX Schwab Premier Bank (Cultivar Joint 1753) ⇒ Loomis Sayles St | Fund/ETF | $15K–$50K | High | Report |
| THOPX Schwab Premier Bank (Cultivar Joint 1753) ⇒ Thompson Bond Fu | Fund/ETF | $15K–$50K | High | Report |
| GDX Schwab Premier Bank (Cultivar Joint 1753) ⇒ VanEck Gold Mine | Fund/ETF | $15K–$50K | High | Report |
| HAP Schwab Premier Bank (Cultivar Joint 1753) ⇒ VanEck Natural R | Fund/ETF | $15K–$50K | High | Report |
| WHOSX Schwab Premier Bank (Cultivar Joint 1753) ⇒ Wasatch-Hoisingt | Fund/ETF | $15K–$50K | High | Report |
| AAP Spouse's Wells Fargo IRA ⇒ Advance Auto Parts Inc. (AAP) | Stock | $2K–$30K | High | Report |
| AMX Spouse's Wells Fargo IRA ⇒ America Movil, S.A.B. de C.V. Ame | Stock | $2K–$30K | High | Report |
| CC Spouse's Wells Fargo IRA ⇒ Chemours Company (CC) | Stock | $2K–$30K | High | Report |
| LUV Wells Fargo IRA ⇒ Southwest Airlines Company (LUV) | Stock | $1K–$16K | High | Report |
| Schwab Cash Account (Cultivar Joint 3289) | Cash | $1K–$15K | High | Report |
| Schwab Premier Bank (Cultivar Joint 1753) | Cash | $1K–$15K | High | Report |
| Schwab Premier Bank (Cultivar Joint 3289) | Cash | $1K–$15K | High | Report |
| Wright Patterson Congressional Credit Union | Cash | $1K–$15K | High | Report |
| E Trade (Formerly Capital One Investing Cash Balance) | Cash | $1–$1K | High | Report |
| Fidelity Cash Reserves | Cash | $1–$1K | High | Report |
| Schwab Cash Account (Cultivar Joint 1753) | Cash | $1–$1K | High | Report |
| Schwab f/k/a TD Ameritrade Insured Deposit | Cash | $1–$1K | High | Report |
| Mineral Rights | Real estate | $0–open-ended | Low | Report |
| Asset | Type | Estimated range | Confidence | Came from |
|---|---|---|---|---|
| Fidelity Capital Appreciation | Fund/ETF | $1K–$15K | High | Report |
| MET MetLife, Inc. (MET) | Stock | $1K–$15K | High | Report |
| Northwestern Mutual Life Ins Co | Other | $1K–$15K | High | Report |
| SWVXX Schwab Premier Bank (Cultivar Joint 1753) ⇒ Schwab Value Adv | Fund/ETF | $1K–$15K | High | Report |
| PFE Spouse's Wells Fargo IRA ⇒ Pfizer, Inc. (PFE) | Stock | $1K–$15K | High | Report |
| TM Toyota Motor Corporation (TM) | Stock | $1K–$15K | High | Report |
| Undeveloped Property | Real estate | $1K–$15K | High | Report |
| T Wells Fargo IRA ⇒ AT&T Inc. (T) | Stock | $1K–$15K | High | Report |
| F Wells Fargo IRA ⇒ Ford Motor Company (F) | Stock | $1K–$15K | High | Report |
| INTC Wells Fargo IRA ⇒ Intel Corporation (INTC) | Stock | $1K–$15K | High | Report |
| UPS Wells Fargo IRA ⇒ United Parcel Service, Inc. Common Stock ( | Stock | $1K–$15K | High | Report |
| WBA Wells Fargo IRA ⇒ Walgreens Boots Alliance, Inc. - Common St | Stock | $1K–$15K | High | Report |
| OBE Obsidian Energy Ltd. (OBE) | Stock | $2–$2K | High | Report |
| GRAL Spouse's Wells Fargo IRA ⇒ GRAIL, Inc. - Common Stock (GRAL) | Stock | $2–$2K | High | Report |
| AAL American Airlines Group, Inc. (AAL) | Stock | $1–$1K | High | Report |
| BBWI Bath & Body Works, Inc. (BBWI) | Stock | $1–$1K | High | Report |
| BHF Brighthouse Financial, Inc. (BHF) | Stock | $1–$1K | High | Report |
| EWO iShares MSCI Austria Capped Investable Market Index Fund (EW | Stock | $1–$1K | High | Report |
| OPK OPKO Health Inc. (OPK) | Stock | $1–$1K | High | Report |
| VTRS Spouse's Wells Fargo IRA ⇒ Viatris Inc. (VTRS) | Stock | $1–$1K | High | Report |
| VSCO Victorias Secret & Co. (VSCO) | Stock | $1–$1K | High | Report |
| NOK Wells Fargo IRA ⇒ Nokia Corporation Sponsored American Depos | Stock | $1–$1K | High | Report |
| WBD Wells Fargo IRA ⇒ Warner Bros. Discovery, Inc. - Series A (W | Stock | $1–$1K | High | Report |
Sources: U.S. House Clerk Periodic Transaction Reports (disclosures-clerk.house.gov) and U.S. Senate eFD Periodic Transaction Reports (efdsearch.senate.gov), filed 2024 to present; SEC EDGAR submissions (Form 4 and 8-K filing dates); committee assignments from the unitedstates/congress-legislators project (current membership); daily closing prices from Yahoo Finance's public chart data (query1.finance.yahoo.com), which is unofficial and may be revised. Built 2026-11-03.