91% of trades were $15,000 or less
Those 2,488 trades carry about 66.3% of the disclosed dollars, by the midpoints of the ranges.
Gilbert Cisneros
Representative
CA-31
Democrat
2025 disclosure
Gilbert Cisneros (CA-31) disclosed a net worth range between $10.4M and $119.5M in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Trading
Disclosed stock trades
2,724
Since Q1 '25
Purchases
58%
Share of disclosed trades
Avg. disclosure lag
25.3 days
Median 27 days
Filed past 45-day deadline
2.3%
STOCK Act deadline
98% of trades were disclosed within 45 days
The median trade was disclosed 27 days after it was made, and 64 of 2,724 trades took longer than the STOCK Act deadline.
Purchases and sales by quarter
Trades by quarter of trade
Purchases
Sales
Quarter in progress
Source: periodic transaction reports, machine-readable only.
GDDY is the most traded stock
Trades per stock
Purchases
Sales
0.1% of trades carry 2% of the disclosed dollars
Share of trades and of disclosed dollars by size, using range midpoints
Share of trades
Share of dollars
Amounts are disclosed as ranges, so dollar shares use each range's midpoint and are estimates.
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Latest net worth (band)
$10.4M – $119.5M
Rank by disclosed net worth
Reporting year
2025
Disclosed assets
574
Disclosed liabilities
2
Disclosed net worth band, 2025 to 2025
Band from annual financial disclosures, by reporting year
Band maximum
Band minimum
Source: annual financial disclosure reports, electronically filed only.
2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-08-13 | $10.4M – $119.5M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-10-01 | BHE ST · Benchmark Electronics, Inc. Common Stock (BHE) | Buy | — 150 Main Street Trust > Bank of America | $15K - $50K | 2026-10-12 | 11d |
| 2026-09-29 | GTES ST · Gates Industrial Corporation Ltd. Common Shares (GTES) | Buy | — 150 Main Street Trust > Bank of America | $1K - $15K | 2026-10-12 | 13d |
| 2026-09-29 | ATRC ST · AtriCure, Inc. - Common Stock (ATRC) | Sell | — 150 Main Street Trust > Bank of America | $1K - $15K | 2026-10-12 | 13d |
| 2026-09-29 | RARE ST · Ultragenyx Pharmaceutical Inc. - Common Stock (RARE) | Buy | — 150 Main Street Trust > Bank of America | $1K - $15K | 2026-10-12 | 13d |
| 2026-09-29 | YETI ST · YETI Holdings, Inc. Common Stock (YETI) | Buy | — 150 Main Street Trust > Bank of America | $1K - $15K | 2026-10-12 | 13d |
| 2026-09-29 | BBIO ST · BridgeBio Pharma, Inc. - Common Stock (BBIO) | Sell | — 150 Main Street Trust > Bank of America | $1K - $15K | 2026-10-12 | 13d |
| 2026-09-29 | HALO ST · Halozyme Therapeutics, Inc. - Common Stock (HALO) | Sell | — 150 Main Street Trust > Bank of America | $1K - $15K | 2026-10-12 | 13d |
| 2026-09-29 | SMTC ST · Semtech Corporation - Common Stock (SMTC) | Sell | — 150 Main Street Trust > Bank of America | $1K - $15K | 2026-10-12 | 13d |
| 2026-09-29 | CYTK ST · Cytokinetics, Incorporated - Common Stock (CYTK) | Buy | — 150 Main Street Trust > Bank of America | $1K - $15K | 2026-10-12 | 13d |
| 2026-09-29 | MTSI ST · MACOM Technology Solutions Holdings, Inc. - Common Stock (MTSI) | Sell | — 150 Main Street Trust > Bank of America | $15K - $50K | 2026-10-12 | 13d |
| 2026-09-29 | ALKS ST · Alkermes plc - Ordinary Shares (ALKS) | Buy | — 150 Main Street Trust > Bank of America | $1K - $15K | 2026-10-12 | 13d |
| 2026-09-29 | ALGM ST · Allegro MicroSystems, Inc. - Common Stock (ALGM) | Buy | — 150 Main Street Trust > Bank of America | $1K - $15K | 2026-10-12 | 13d |
| 2026-09-29 | OXM ST · Oxford Industries, Inc. Common Stock (OXM) | Sell | — 150 Main Street Trust > Bank of America | $1K - $15K | 2026-10-12 | 13d |
| 2026-09-29 | ITT ST · ITT Inc. Common Stock (ITT) | Sell | — 150 Main Street Trust > Bank of America | $15K - $50K | 2026-10-12 | 13d |
| 2026-09-29 | PRAX ST · Praxis Precision Medicines, Inc. - Common Stock (PRAX) | Buy | — 150 Main Street Trust > Bank of America | $1K - $15K | 2026-10-12 | 13d |
| 2026-09-29 | TNDM ST · Tandem Diabetes Care, Inc. - Common Stock (TNDM) | Buy | — 150 Main Street Trust > Bank of America | $1K - $15K | 2026-10-12 | 13d |
| 2026-09-29 | AEIS ST · Advanced Energy Industries, Inc. - Common Stock (AEIS) | Buy | — 150 Main Street Trust > Bank of America | $1K - $15K | 2026-10-12 | 13d |
| 2026-09-28 | ON ST · ON Semiconductor Corporation - Common Stock (ON) | Buy | — 150 Main Street Trust > Bank of America | $15K - $50K | 2026-10-12 | 14d |
| 2026-09-22 | TSM ST · Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Buy | — 150 Main Street Trust > Bank of America | $1K - $15K | 2026-10-12 | 20d |
| 2026-09-21 | EPAC ST · Enerpac Tool Group Corp. Common Stock (EPAC) | Buy | — 150 Main Street Trust > Bank of America | $1K - $15K | 2026-10-12 | 21d |
| 2026-09-21 | ITT ST · ITT Inc. Common Stock (ITT) | Sell | — 150 Main Street Trust > Bank of America | $15K - $50K | 2026-10-12 | 21d |
| 2026-09-21 | MTSI ST · MACOM Technology Solutions Holdings, Inc. - Common Stock (MTSI) | Sell | — 150 Main Street Trust > Bank of America | $1K - $15K | 2026-10-12 | 21d |
| 2026-09-21 | FSS ST · Federal Signal Corporation Common Stock (FSS) | Buy | — 150 Main Street Trust > Bank of America | $1K - $15K | 2026-10-12 | 21d |
| 2026-09-18 | VZ ST · Verizon Communications Inc. Common Stock (VZ) | Buy | — 150 Main Street Trust > Bank of America | $1K - $15K | 2026-10-12 | 24d |
| 2026-09-18 | WUXIF ST · WUXI APPTEC CO REG SHS H (WUXIF) | Buy | — 150 Main Street Trust > Bank of America | $1K - $15K | 2026-10-12 | 24d |
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-10-23. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
No Performance Estimate
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-10-23). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
48 stocks were omitted because the disclosed trade history crosses a captured split and the older stored price basis is not certified.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| WBI | 11,008 | $327.4K | 3.4% |
| HE | 8,206 | $69K | 0.7% |
| LB | 3,085 | $244.2K | 2.5% |
| CPB | 3,051 | $63.2K | 0.7% |
| IR | 2,925 | $214.9K | 2.2% |
| SARO | 2,687 | $58.5K | 0.6% |
| AORT | 1,981 | $46.1K | 0.5% |
| BCRX | 1,925 | $14.7K | 0.2% |
| AVNT | 1,907 | $78.2K | 0.8% |
| RARE | 1,861 | $29.1K | 0.3% |
| SPHR | 1,524 | $166K | 1.7% |
| NEO | 1,483 | $24.6K | 0.3% |
| MSB | 1,478 | $27K | 0.3% |
| EPAC | 1,451 | $51.9K | 0.5% |
| SUPN | 1,415 | $57.6K | 0.6% |
| ON | 1,376 | $99.4K | 1.0% |
| FITB | 1,371 | $72.6K | 0.7% |
| AGIO | 1,337 | $49.5K | 0.5% |
| VIAV | 1,309 | $39.9K | 0.4% |
| SAN | 1,306 | $16.8K | 0.2% |
| UBER | 1,238 | $82.6K | 0.9% |
| TNDM | 1,230 | $21.4K | 0.2% |
| UTZ | 1,206 | $17.2K | 0.2% |
| PCVX | 1,196 | $72.3K | 0.7% |
| F | 1,153 | $13.4K | 0.1% |
| HMN | 1,133 | $52.5K | 0.5% |
| MGM | 1,121 | $31.4K | 0.3% |
| SBCF | 1,113 | $37.4K | 0.4% |
| HBAN | 1,036 | $16.3K | 0.2% |
| ALKT | 1,022 | $16.4K | 0.2% |
| IRT | 946 | $14.2K | 0.2% |
| FWRG | 903 | $9.8K | 0.1% |
| AZTA | 885 | $32.3K | 0.3% |
| SKY | 880 | $69.4K | 0.7% |
| KMX | 850 | $43.8K | 0.5% |
| HLMN | 848 | $6.1K | 0.1% |
| ALKS | 846 | $36.9K | 0.4% |
| PWP | 837 | $10.4K | 0.1% |
| MIAX | 831 | $28.2K | 0.3% |
| STAG | 829 | $30.2K | 0.3% |
| FSV | 817 | $117.4K | 1.2% |
| BBIO | 794 | $54.5K | 0.6% |
| CDRE | 746 | $22.4K | 0.2% |
| LNT | 745 | $51.9K | 0.5% |
| WBD | 729 | — | — |
| ST | 726 | $29.3K | 0.3% |
| GIL | 687 | $27.8K | 0.3% |
| WFC | 674 | $55.6K | 0.6% |
| DASH | 661 | $118.6K | 1.2% |
| COMP | 657 | $6.4K | 0.1% |
| HQY | 654 | $68K | 0.7% |
| AAPL | 643 | $223.7K | 2.3% |
| RPD | 639 | $9.5K | 0.1% |
| ELAN | 633 | $14.3K | 0.2% |
| BSX | 633 | $28.9K | 0.3% |
| ABCB | 626 | $51.7K | 0.5% |
| GTES | 604 | $15.1K | 0.2% |
| SKWD | 603 | $36.4K | 0.4% |
| V | 597 | $243.7K | 2.5% |
| TSM | 585 | $244.7K | 2.5% |
| PWR | 572 | $312.8K | 3.2% |
| CP | 568 | $50.8K | 0.5% |
| GBCI | 554 | $26.5K | 0.3% |
| TT | 549 | $244.2K | 2.5% |
| SAIL | 542 | $11.8K | 0.1% |
| CPRI | 531 | $8.4K | 0.1% |
| OCFC | 523 | $8.7K | 0.1% |
| CFG | 522 | $34K | 0.4% |
| LGN | 503 | $18.1K | 0.2% |
| LUMN | 501 | $2.3K | 0.0% |
| WPM | 498 | $60.2K | 0.6% |
| COCO | 495 | $28K | 0.3% |
| HAL | 494 | $17.3K | 0.2% |
| WY | 492 | $9.6K | 0.1% |
| M | 488 | $11.8K | 0.1% |
| PTC | 469 | $91K | 0.9% |
| HOG | 465 | $13.5K | 0.1% |
| ARMK | 459 | $24.1K | 0.3% |
| RVTY | 451 | $71.6K | 0.7% |
| MSFT | 449 | $235.7K | 2.4% |
| SFM | 441 | $29.2K | 0.3% |
| ARQT | 440 | $13.7K | 0.1% |
| HTLD | 431 | $4.4K | 0.0% |
| MTX | 425 | $26.7K | 0.3% |
| FBK | 425 | $22.7K | 0.2% |
| GEN | 423 | $10.5K | 0.1% |
| NWSA | 415 | $12.8K | 0.1% |
| HLIO | 406 | $26.9K | 0.3% |
| ATRC | 403 | $23.7K | 0.2% |
| EBS | 396 | $2.5K | 0.0% |
| DOC | 392 | $7.5K | 0.1% |
| BHE | 384 | $25.3K | 0.3% |
| GIS | 377 | $13K | 0.1% |
| BMRN | 374 | $20.9K | 0.2% |
| VLTO | 374 | $39K | 0.4% |
| W | 373 | $42K | 0.4% |
| CTVA | 371 | $4.6K | 0.1% |
| NHI | 367 | $24.6K | 0.3% |
| MTCH | 364 | $16.6K | 0.2% |
| LYB | 361 | $24K | 0.3% |
| MS | 361 | $64.7K | 0.7% |
| RCL | 358 | $99.1K | 1.0% |
| MSTR | 355 | $51.8K | 0.5% |
| FISV | 349 | $17.4K | 0.2% |
| PYPL | 349 | $19.9K | 0.2% |
| COO | 349 | $21.3K | 0.2% |
| CYTK | 348 | $21.3K | 0.2% |
| PLTR | 344 | $67.7K | 0.7% |
| LNTH | 340 | $33.9K | 0.4% |
| FERG | 329 | $74.5K | 0.8% |
| DOW | 319 | $10.4K | 0.1% |
| CATY | 317 | $20.4K | 0.2% |
| IART | 300 | $3.6K | 0.0% |
| JNJ | 300 | $79K | 0.8% |
| USPH | 299 | $26.5K | 0.3% |
| BOOT | 296 | $34.1K | 0.4% |
| VICI | 296 | $7K | 0.1% |
| EL | 295 | $32.1K | 0.3% |
| COST | 293 | $293.8K | 3.0% |
| LYV | 271 | $47K | 0.5% |
| LPLA | 263 | $83.1K | 0.9% |
| NXPI | 263 | $61.7K | 0.6% |
| SMTC | 253 | $33.4K | 0.3% |
| STE | 250 | $58.1K | 0.6% |
| TTD | 250 | $3.3K | 0.0% |
| CNS | 241 | $17.1K | 0.2% |
| PVH | 241 | $20.4K | 0.2% |
| MTN | 239 | $35.1K | 0.4% |
| SW | 237 | $9.9K | 0.1% |
| INTC | 235 | $20.5K | 0.2% |
| TEL | 230 | $47.8K | 0.5% |
| WMT | 230 | $27.6K | 0.3% |
| BE | 228 | $44K | 0.5% |
| MA | 220 | $137.1K | 1.4% |
| ALGM | 219 | $6.9K | 0.1% |
| PAYX | 216 | $25.5K | 0.3% |
| LVS | 212 | $7.6K | 0.1% |
| EOG | 212 | $34.6K | 0.4% |
| FSS | 212 | $24K | 0.3% |
| BR | 209 | $38.4K | 0.4% |
| PEG | 209 | $15.1K | 0.2% |
| SHAK | 207 | $13.5K | 0.1% |
| ICUI | 205 | $34.2K | 0.4% |
| CF | 200 | $24.1K | 0.3% |
| CECO | 198 | $9.7K | 0.1% |
| SYF | 194 | $14.3K | 0.2% |
| VC | 191 | $14.6K | 0.2% |
| YETI | 188 | $8K | 0.1% |
| MTSI | 186 | $44K | 0.5% |
| MET | 179 | $17.6K | 0.2% |
| HALO | 178 | $22.4K | 0.2% |
| PRGO | 177 | $2.8K | 0.0% |
| STT | 177 | $29.7K | 0.3% |
| CHRW | 176 | $24.9K | 0.3% |
| CSW | 176 | $52K | 0.5% |
| CAH | 175 | $43.7K | 0.5% |
| TDOC | 170 | $1.1K | 0.0% |
| MRK | 169 | $24.6K | 0.3% |
| OXY | 168 | $10.8K | 0.1% |
| HLI | 167 | $22K | 0.2% |
| ARE | 167 | $7.2K | 0.1% |
| AMD | 166 | $85.7K | 0.9% |
| RHP | 166 | $21.6K | 0.2% |
| CBOE | 164 | $56K | 0.6% |
| FTDR | 159 | $13.4K | 0.1% |
| VZ | 159 | $7.1K | 0.1% |
| TCBI | 158 | $16.1K | 0.2% |
| LGND | 156 | $47.4K | 0.5% |
| WTW | 153 | $49.9K | 0.5% |
| HAE | 152 | $18K | 0.2% |
| IDA | 147 | $20.7K | 0.2% |
| CVLT | 146 | $24.7K | 0.3% |
| EQT | 144 | $8K | 0.1% |
| CMP | 136 | $2.9K | 0.0% |
| WAT | 136 | $61.6K | 0.6% |
| BCPC | 135 | $23.9K | 0.2% |
| TRGP | 130 | $39.4K | 0.4% |
| NOVT | 126 | $17.8K | 0.2% |
| FNV | 124 | $28.4K | 0.3% |
| IFF | 121 | $11.4K | 0.1% |
| NTRS | 121 | $20.3K | 0.2% |
| ETN | 121 | $44.2K | 0.5% |
| UHS | 118 | $22.1K | 0.2% |
| REG | 115 | $8.5K | 0.1% |
| ZTS | 114 | $9.2K | 0.1% |
| ORCL | 113 | $14.3K | 0.2% |
| HOOD | 113 | $10.8K | 0.1% |
| NWE | 113 | $8.8K | 0.1% |
| APA | 113 | $5.9K | 0.1% |
| CSTL | 111 | $3.7K | 0.0% |
| CAT | 110 | $75.4K | 0.8% |
| PGR | 109 | $24.9K | 0.3% |
| CSCO | 108 | $11.5K | 0.1% |
| DXC | 106 | $1.7K | 0.0% |
| JKHY | 106 | $17.2K | 0.2% |
| BIIB | 105 | $26.4K | 0.3% |
| SYK | 103 | $31.7K | 0.3% |
| MOG-A | 103 | $35.2K | 0.4% |
| INDB | 101 | $8.5K | 0.1% |
| OKE | 101 | $9.7K | 0.1% |
| ABT | 99 | $10.3K | 0.1% |
| ACN | 99 | $24.7K | 0.3% |
| NET | 94 | $30.6K | 0.3% |
| AON | 94 | $28.5K | 0.3% |
| PNC | 91 | $20.5K | 0.2% |
| IT | 90 | $20.8K | 0.2% |
| TMUS | 90 | $13.1K | 0.1% |
| VRT | 90 | $17.4K | 0.2% |
| VRSN | 84 | $25.3K | 0.3% |
| GMED | 79 | $6.4K | 0.1% |
| ABBV | 78 | $22.2K | 0.2% |
| GILD | 77 | $11.9K | 0.1% |
| TTWO | 75 | $15.3K | 0.2% |
| AVAV | 74 | $9.2K | 0.1% |
| LHX | 74 | $18.8K | 0.2% |
| EXE | 73 | $6.8K | 0.1% |
| KKR | 71 | $6.5K | 0.1% |
| UNP | 70 | $20.4K | 0.2% |
| CACI | 68 | $43.3K | 0.4% |
| ILMN | 67 | $18.1K | 0.2% |
| GD | 66 | $23.2K | 0.2% |
| PEP | 66 | $9K | 0.1% |
| ELV | 66 | $29.1K | 0.3% |
| HRB | 66 | $3.3K | 0.0% |
| INTA | 64 | $3K | 0.0% |
| LLY | 63 | $80.8K | 0.8% |
| DCO | 63 | $9.9K | 0.1% |
| HD | 61 | $19.7K | 0.2% |
| VCYT | 60 | $2.9K | 0.0% |
| AEIS | 59 | $12.8K | 0.1% |
| ISRG | 59 | $26.5K | 0.3% |
| CDW | 58 | $9.6K | 0.1% |
| APO | 57 | $6.5K | 0.1% |
| ANET | 57 | $9.8K | 0.1% |
| RBLX | 56 | $3K | 0.0% |
| PRAX | 54 | $13.8K | 0.1% |
| JPM | 54 | $17.8K | 0.2% |
| CNC | 50 | $3.5K | 0.0% |
| META | 49 | $31.3K | 0.3% |
| CINF | 47 | $8.3K | 0.1% |
| STLD | 47 | $11.4K | 0.1% |
| STZ | 47 | $6.5K | 0.1% |
| MDB | 47 | $17.3K | 0.2% |
| VNO | 46 | $1.6K | 0.0% |
| MTB | 44 | $9.7K | 0.1% |
| MRVL | 42 | $9.7K | 0.1% |
| MEDP | 42 | $28.1K | 0.3% |
| TKO | 41 | $7.2K | 0.1% |
| AGX | 41 | $13.5K | 0.1% |
| GPOR | 40 | $6.7K | 0.1% |
| CPAY | 40 | $16.3K | 0.2% |
| GEV | 39 | $32.1K | 0.3% |
| CRDO | 38 | $5.6K | 0.1% |
| BA | 34 | $6.3K | 0.1% |
| SNDK | 33 | $41.2K | 0.4% |
| TDG | 33 | $36.2K | 0.4% |
| ALGN | 33 | $5K | 0.1% |
| FDS | 31 | $10.2K | 0.1% |
| CCJ | 28 | $2.2K | 0.0% |
| ADBE | 28 | $7.4K | 0.1% |
| CIEN | 27 | $8.7K | 0.1% |
| TDY | 25 | $15.5K | 0.2% |
| SNOW | 24 | $7.9K | 0.1% |
| AVGO | 24 | $7.7K | 0.1% |
| MELI | 23 | $41.2K | 0.4% |
| INTU | 21 | $7.1K | 0.1% |
| RACE | 19 | $7.5K | 0.1% |
| NBIX | 19 | $2.7K | 0.0% |
| LMT | 19 | $11.4K | 0.1% |
| BKR | 19 | $1.1K | 0.0% |
| REGN | 16 | $12.8K | 0.1% |
| SEI | 16 | $933 | 0.0% |
| HELE | 16 | $442 | 0.0% |
| BRK-B | 12 | $6.7K | 0.1% |
| PANW | 11 | $4.2K | 0.0% |
| CB | 10 | $3.6K | 0.0% |
| BXP | 9 | $531 | 0.0% |
| CVS | 7 | $698 | 0.0% |
| DHI | 7 | $1K | 0.0% |
| ASML | 7 | $10.3K | 0.1% |
| SWKS | 5 | $380 | 0.0% |
| WDFC | 4 | $789 | 0.0% |
| AME | 4 | $878 | 0.0% |
| INVH | 4 | $98 | 0.0% |
| COHR | 3 | $690 | 0.0% |
| SLB | 3 | $172 | 0.0% |
| NOC | 3 | $1.5K | 0.0% |
| TXRH | 2 | $252 | 0.0% |
| UAL | 1 | $139 | 0.0% |
| BRO | 1 | $64 | 0.0% |
| DLR | 1 | $86 | 0.0% |
| EFX | 1 | $91 | 0.0% |
| UBSI | 0 | $23 | 0.0% |
Assets and liabilities
Disclosed assets
The assets Gilbert Cisneros itemised in their 2025 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
Disclosed lines
574
Total disclosed (band)
$40.4M – $125.5M
Showing the 100 largest of 574 disclosed lines.
| Description | Type | Income | Value |
|---|---|---|---|
| 150 Main Street Trust ⇒ 150 Main Street LLC ⇒ Residential real property | RP |
$15K - $50K
Rent
|
$1M - $5M |
| 150 Main Street Trust ⇒ 150 Main Street LLC ⇒ Residential real property | RP |
$15K - $50K
Rent
|
$1M - $5M |
| 150 Main Street Trust ⇒ Bank of America ⇒ Columbia Contrarian Core Fund Class Z | MF |
$100K - $1M
Capital Gains, Dividends
|
$1M - $5M |
| 150 Main Street Trust ⇒ Bank of America ⇒ MFS Value Fund Class R6 (MEIKX) | MF |
$100K - $1M
Capital Gains, Dividends
|
$1M - $5M |
| 150 Main Street Trust ⇒ Bank of America ⇒ NVIDIA Corporation (NVDA) | ST |
$201 - $1K
Capital Gains, Dividends
|
$1M - $5M |
| 150 Main Street Trust ⇒ Bank of America ⇒ iShares Core S&P Mid-Cap ETF (IJH) | EF |
$50K - $100K
Dividends
|
$1M - $5M |
| 150 Main Street Trust ⇒ Bank of America ⇒ iShares Expanded Tech Sector ETF (IGM) | EF |
$2.5K - $5K
Dividends
|
$1M - $5M |
| 150 Main Street Trust ⇒ Dylan Property, LLC ⇒ Residential real property | RP |
$15K - $50K
Rent
|
$1M - $5M |
| 150 Main Street Trust ⇒ Main Line VA, LLC ⇒ Residential real property | RP |
$50K - $100K
Rent
|
$1M - $5M |
| 150 Main Street Trust ⇒ Pershing Advisor Solutions LLC Brokerage ⇒ Audent GAM Fund I LP | HE |
$100K - $1M
Partnership income
|
$1M - $5M |
| 150 Main Street Trust ⇒ Pershing Advisor Solutions LLC Brokerage ⇒ Audent GAM Venture Fund II, LLC | HE | — | $1M - $5M |
| Family trust ⇒ John Hancock Universal Life Insurance Policy | WU |
Tax-Deferred
|
$1M - $5M |
| 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ Los Angeles, CA, Uni. Sch. Dist. Bonds | GS |
$15K - $50K
Interest
|
$500K - $1M |
| 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ Mount San Jacinto, CA, Cmnty. College Dist. Bonds | GS |
$15K - $50K
Interest
|
$500K - $1M |
| 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ University, CA Revenue Bonds | GS |
$15K - $50K
Interest
|
$500K - $1M |
| 150 Main Street Trust ⇒ Bank of America ⇒ Apple Inc. (AAPL) | ST |
$2.5K - $5K
Capital Gains, Dividends
|
$500K - $1M |
| 150 Main Street Trust ⇒ Bank of America ⇒ Artisan International Value Fund Institutional Shares | MF |
$15K - $50K
Capital Gains, Dividends
|
$500K - $1M |
| 150 Main Street Trust ⇒ Bank of America ⇒ Columbia Dividend Income Fund | MF |
$15K - $50K
Capital Gains, Dividends
|
$500K - $1M |
| 150 Main Street Trust ⇒ Bank of America ⇒ Fidelity Treasury Only Money Market Fund (FDLXX) | BA |
$15K - $50K
Dividends
|
$500K - $1M |
| 150 Main Street Trust ⇒ Bank of America ⇒ Thornburg International Value Fund Class I (TGVIX) | MF |
$15K - $50K
Capital Gains, Dividends
|
$500K - $1M |
| 150 Main Street Trust ⇒ Bank of America ⇒ Vanguard FTSE Developed Markets ETF (VEA) | EF |
$15K - $50K
Dividends
|
$500K - $1M |
| 150 Main Street Trust ⇒ Bank of America ⇒ iShares MSCI EAFE Value ETF | EF |
$15K - $50K
Dividends
|
$500K - $1M |
| 150 Main Street Trust ⇒ Graham Park 90 LLC ⇒ Residential real property | RP |
$15K - $50K
Rent
|
$500K - $1M |
| 150 Main Street Trust ⇒ Pershing Advisor Solutions LLC Brokerage ⇒ Audent Hospitality Real Estate Fund I L.P. | HE |
$5K - $15K
Partnership income
|
$500K - $1M |
| 150 Main Street Trust ⇒ Pershing Advisor Solutions LLC Brokerage ⇒ Audent Real Estate Opportunity Fund I, L.P. | HE |
$5K - $15K
Partnership income
|
$500K - $1M |
| 150 Main Street Trust ⇒ Pershing Advisor Solutions LLC Brokerage ⇒ Vista-AGAM OpCo LP | HE |
$1K - $2.5K
Partnership income
|
$500K - $1M |
| 150 Main Street Trust ⇒ Rosehedge Pico Rivera LLC ⇒ Rosehedge Rental Property | RP |
$15K - $50K
Rent
|
$500K - $1M |
| 150 Main Street Trust ⇒ Windsor Street, LLC ⇒ Residential real property | RP |
$15K - $50K
Rent
|
$500K - $1M |
| 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ Antioch, CA, Unified School District GO Bonds | GS |
$5K - $15K
Interest
|
$250K - $500K |
| 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ Beverly Hills, CA, Public Financing Authority Bonds | GS |
$15K - $50K
Interest
|
$250K - $500K |
| 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ Bucks County, PA Industrial Development Authority Hospital Rev Bonds | GS | — | $250K - $500K |
| 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ California State Public Works Board Lease Rev. Bonds | GS |
$15K - $50K
Interest
|
$250K - $500K |
| 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ Carlsbad, CA, Unified School District GO Bonds | GS |
$5K - $15K
Interest
|
$250K - $500K |
| 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ El Camino CA Community College District GO Bonds | GS |
$5K - $15K
Interest
|
$250K - $500K |
| 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ John Swett, CA, USD GO Bonds | GS |
$5K - $15K
Interest
|
$250K - $500K |
| 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ Los Angeles County, CA, Met. Transportation Authority Bonds | GS |
$15K - $50K
Capital Gains, Interest
|
$250K - $500K |
| 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ Los Angeles, CA, Apts. Dept. Revenue Bonds | GS |
$5K - $15K
Interest
|
$250K - $500K |
| 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ Milwaukee, Wisconsin GO Promissory Notes Series N2 | GS |
$1K - $2.5K
Interest
|
$250K - $500K |
| 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ Missouri Health and Educational Facilities Authority Revenue Bonds | GS |
$1K - $2.5K
Interest
|
$250K - $500K |
| 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ New York Liberty Development Corporation Revenue Bonds | GS | — | $250K - $500K |
| 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ Perris, CA Union High School District GO Ref. Bonds | GS |
$15K - $50K
Interest
|
$250K - $500K |
| 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ San Diego, CA Unified School District GO Bonds | GS |
$15K - $50K
Interest
|
$250K - $500K |
| 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ San Diego, CA, Cmnty. College Dist. GO Bonds | GS |
$15K - $50K
Interest
|
$250K - $500K |
| 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ San Diego, CA, Pub. Facilities Financing Authority Bonds | GS |
$15K - $50K
Interest
|
$250K - $500K |
| 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ San Francisco CA City & County, GO Bonds | GS |
$15K - $50K
Interest
|
$250K - $500K |
| 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ San Francisco, CA City & County, Public Utilities Commission Water Revenue Bonds | GS |
$5K - $15K
Interest
|
$250K - $500K |
| 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ Southeast Energy Authority Cooperative District, Alabama Bonds | GS | — | $250K - $500K |
| 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ Stanislaus, CA, UN School Dist. Bonds | GS |
$15K - $50K
Interest
|
$250K - $500K |
| 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ Turlock, CA, Irrigation District Rev. Bonds | GS |
$5K - $15K
Interest
|
$250K - $500K |
| 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ Washington State Health Care Facilities Authority Revenue Bonds | GS | — | $250K - $500K |
| 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ West Kern, CA, Community College District GO Bonds | GS |
$5K - $15K
Interest
|
$250K - $500K |
| 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ Wisconsin State Health & Educational Facilities Authority Rev. Bonds | GS | — | $250K - $500K |
| 150 Main Street Trust ⇒ Bank of America ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) | ST |
$1K - $2.5K
Capital Gains, Dividends
|
$250K - $500K |
| 150 Main Street Trust ⇒ Bank of America ⇒ Amazon.com, Inc. (AMZN) | ST |
$201 - $1K
Capital Gains
|
$250K - $500K |
| 150 Main Street Trust ⇒ Bank of America ⇒ Broadcom Limited - Ordinary Shares (AVGO) | ST |
$2.5K - $5K
Capital Gains, Dividends
|
$250K - $500K |
| 150 Main Street Trust ⇒ Bank of America ⇒ First Trust DJ Internet Index Fund (FDN) | EF | — | $250K - $500K |
| 150 Main Street Trust ⇒ Bank of America ⇒ JP Morgan Chase & Co. (JPM) | ST |
$5K - $15K
Dividends
|
$250K - $500K |
| 150 Main Street Trust ⇒ Bank of America ⇒ Microsoft Corporation - Common Stock (MSFT) | ST |
$1K - $2.5K
Dividends
|
$250K - $500K |
| 150 Main Street Trust ⇒ Bank of America ⇒ State Street Financial Select Sector SPDR ETF (XLF) | EF |
$1K - $2.5K
Dividends
|
$250K - $500K |
| 150 Main Street Trust ⇒ Bank of America ⇒ State Street Technology Select Sector SPDR ETF (XLK) | EF |
$1K - $2.5K
Dividends
|
$250K - $500K |
| 150 Main Street Trust ⇒ Bank of America ⇒ Vanguard S&P 500 ETF (VOO) | EF |
$2.5K - $5K
Dividends
|
$250K - $500K |
| 150 Main Street Trust ⇒ Bank of America ⇒ Vanguard Value ETF (VTV) | EF |
$5K - $15K
Dividends
|
$250K - $500K |
| 150 Main Street Trust ⇒ Bank of America ⇒ Visa Inc. (V) | ST |
$1K - $2.5K
Dividends
|
$250K - $500K |
| 150 Main Street Trust ⇒ Bank of America ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) | EF |
$5K - $15K
Dividends
|
$250K - $500K |
| 150 Main Street Trust ⇒ Bank of America ⇒ iShares Gold Trust Shares of the iShares Gold Trust (IAU) | EF | — | $250K - $500K |
| 150 Main Street Trust ⇒ Wells Fargo Advisors ⇒ Horizon Kinetics Inflation Beneficiaries ETF (INFL) | EF |
$2.5K - $5K
Dividends
|
$250K - $500K |
| 150 Main Street Trust ⇒ Wells Fargo Advisors ⇒ Sphere Entertainment Co. Class A (SPHR) | ST | — | $250K - $500K |
| 150 Main Street Trust ⇒ Wells Fargo Advisors ⇒ Texas Pacific Land Corporation (TPL) | ST |
$2.5K - $5K
Dividends
|
$250K - $500K |
| 150 Main Street Trust ⇒ Wells Fargo Advisors ⇒ Vanguard Information Technology Index Fund ETF Class Shares | EF |
$1K - $2.5K
Dividends
|
$250K - $500K |
| 150 Main Street Trust ⇒ AB Energy Opportunity Fund | HE |
$5K - $15K
Partnership Income
|
$100K - $250K |
| 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ California State Dept. of Water Resources CVP Revenue Bonds | GS | — | $100K - $250K |
| 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ Imperial, CA, Irrigation District Bonds | GS |
$5K - $15K
Interest
|
$100K - $250K |
| 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ Placer, CA Union High School Dist. Bonds | GS |
$5K - $15K
Interest
|
$100K - $250K |
| 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ San Francisco, CA, Bay Area Rapid Transit District Bonds | GS |
$5K - $15K
Interest
|
$100K - $250K |
| 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ San Mateo Foster City, CA, Pub. Financing Auth. Rev. Bonds | GS |
$5K - $15K
Interest
|
$100K - $250K |
| 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ San Rafael, CA Elementary School District GO Bonds | GS | — | $100K - $250K |
| 150 Main Street Trust ⇒ Bank of America ⇒ Adobe Systems Incorporated (ADBE) | ST |
$1K - $2.5K
Capital Gains
|
$100K - $250K |
| 150 Main Street Trust ⇒ Bank of America ⇒ Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) | ST | — | $100K - $250K |
| 150 Main Street Trust ⇒ Bank of America ⇒ Alliant Energy Corporation (LNT) | ST |
$5K - $15K
Dividends
|
$100K - $250K |
| 150 Main Street Trust ⇒ Bank of America ⇒ Alphabet Inc. - Class A (GOOGL) | ST |
$201 - $1K
Dividends
|
$100K - $250K |
| 150 Main Street Trust ⇒ Bank of America ⇒ Applovin Corporation - Class A Common Stock (APP) | ST |
$201 - $1K
Capital Gains
|
$100K - $250K |
| 150 Main Street Trust ⇒ Bank of America ⇒ Berkshire Hathaway Inc. New (BRK.B) | ST |
$201 - $1K
Capital Gains
|
$100K - $250K |
| 150 Main Street Trust ⇒ Bank of America ⇒ Booking Holdings Inc. (BKNG) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| 150 Main Street Trust ⇒ Bank of America ⇒ Boston Scientific Corporation (BSX) | ST |
$15K - $50K
Capital Gains
|
$100K - $250K |
| 150 Main Street Trust ⇒ Bank of America ⇒ Broadridge Financial Solutions, Inc. (BR) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| 150 Main Street Trust ⇒ Bank of America ⇒ Charles Schwab Corporation (SCHW) | ST |
$2.5K - $5K
Capital Gains, Dividends
|
$100K - $250K |
| 150 Main Street Trust ⇒ Bank of America ⇒ Costco Wholesale Corporation (COST) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| 150 Main Street Trust ⇒ Bank of America ⇒ Ferguson plc Ordinary Shares (FERG) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| 150 Main Street Trust ⇒ Bank of America ⇒ Flex Ltd. - Ordinary Shares (FLEX) | ST |
$15K - $50K
Capital Gains
|
$100K - $250K |
| 150 Main Street Trust ⇒ Bank of America ⇒ Intuit Inc. (INTU) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| 150 Main Street Trust ⇒ Bank of America ⇒ LPL Financial Holdings Inc. (LPLA) | ST |
$201 - $1K
Dividends
|
$100K - $250K |
| 150 Main Street Trust ⇒ Bank of America ⇒ Liberty Media Corporation - Series C Liberty Formula One (FWONK) | ST |
$2.5K - $5K
Capital Gains
|
$100K - $250K |
| 150 Main Street Trust ⇒ Bank of America ⇒ Mastercard Incorporated (MA) | ST |
$201 - $1K
Dividends
|
$100K - $250K |
| 150 Main Street Trust ⇒ Bank of America ⇒ Meta Platforms, Inc. - Class A (META) | ST |
$201 - $1K
Dividends
|
$100K - $250K |
| 150 Main Street Trust ⇒ Bank of America ⇒ Morgan Stanley (MS) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| 150 Main Street Trust ⇒ Bank of America ⇒ Revvity, Inc. (RVTY) | ST |
$201 - $1K
Dividends
|
$100K - $250K |
| 150 Main Street Trust ⇒ Bank of America ⇒ SS&C Technologies Holdings, Inc. (SSNC) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| 150 Main Street Trust ⇒ Bank of America ⇒ Salesforce.com Inc (CRM) | ST |
$201 - $1K
Dividends
|
$100K - $250K |
| 150 Main Street Trust ⇒ Bank of America ⇒ ServiceNow, Inc. (NOW) | ST |
$201 - $1K
Capital Gains
|
$100K - $250K |
| 150 Main Street Trust ⇒ Bank of America ⇒ Teledyne Technologies Incorporated (TDY) | ST | — | $100K - $250K |
Disclosed liabilities
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
Disclosed lines
2
Total disclosed (band)
$6M – $30M
| Description | Amount owed |
|---|---|
| Mortgage on personal residence (Bank of America) | $5M - $25M |
| Margin Account (Bank of America) | $1M - $5M |