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Mitt Romney

R-UT Former senator · Utah Republican In Congress since 2019

Mitt Romney reported no stock trades since Oct 4, 2023. The 2023 annual report lists 146 assets.

Reported holdings

2023 annual report · filed Aug 12, 2024 · values at year end, in the ranges disclosed

Original
  1. Stocks $51K–$116K · 3 assets <1%
  2. Funds $89.3M+ · 124 assets ≈99%
  3. Cash & bonds $868K–$1.8M · 13 assets <1%
  4. Real estate & business $715K–$1.6M · 4 assets <1%
  5. Other $250K–$501K · 2 assets <1%

Shares are approximate: each holding counts at the middle of its disclosed range. Pick a slice to list only those holdings.

  1. GMDPXGoldman Sachs Short Duration Government Fund ClassFundSelf$5M–$25M
  2. GMDPXGoldman Sachs Short Duration Government Fund ClassFundSelf$5M–$25M
  3. GMCPXGoldman Sachs Short Duration Income Fund Class PFundSelf$5M–$25M
  4. GMCPXGoldman Sachs Short Duration Income Fund Class PFundSelf$5M–$25M
  5. GANPXGoldman Sachs Short Duration Tax-Free Fund Class PFundSelf$5M–$25M
  6. SPYSPDR S&P 500 ETFFundSelf$5M–$25M
  7. SPYSPDR S&P 500 ETFFundSelf$5M–$25M
  8. IWFiShares Russell 1000 Growth ETFFundSelf$5M–$25M
  9. IWDiShares Russell 1000 Value ETFFundSelf$5M–$25M
  10. GAHPXGoldman Sachs Emerging Markets Equity Fund Class PFundSelf$1M–$5M
  11. GAMPXGoldman Sachs Energy Infrastructure Fund Class PFundSelf$1M–$5M
  12. GGNPXGoldman Sachs High Yield Floating Rate Fund ClassFundSelf$1M–$5M
  13. GGNPXGoldman Sachs High Yield Floating Rate Fund ClassFundSelf$1M–$5M
  14. GGLPXGoldman Sachs High Yield Municipal Fund Class PFundSelf$1M–$5M
  15. GGJPXGoldman Sachs Inflation Protected Securities FunFundSelf$1M–$5M
  16. GGFPXGoldman Sachs International Equity Insights Fund CFundSelf$1M–$5M
  17. GMNPXGoldman Sachs MLP Energy Infrastructure Fund ClassFundSelf$1M–$5M
  18. GSXPXGoldman Sachs Small Cap Value Insights Fund ClassFundSelf$1M–$5M
  19. GSWPXGoldman Sachs Small/Mid Cap Growth Fund Class PFundSelf$1M–$5M
  20. GSNPXGoldman Sachs Strategic International Equity FunFundSelf$1M–$5M
  21. HEDJWisdomTree Europe Hedged Equity FundFundSelf$1M–$5M
  22. HEDJWisdomTree Europe Hedged Equity FundFundSelf$1M–$5M
  23. ACWXiShares MSCI ACWI ex U.S. ETFFundSelf$1M–$5M
  24. ACWXiShares MSCI ACWI ex U.S. ETFFundSelf$1M–$5M
  25. IWFiShares Russell 1000 Growth ETFFundSelf$1M–$5M
  26. IWDiShares Russell 1000 Value ETFFundSelf$1M–$5M
  27. BCIP Associates IIIFundSpouseOver $1M
  28. Bain Capital Fund VIIFundSpouseOver $1M
  29. Golden Gate Capital Opportunity Fund, LPFundSpouseOver $1M
  30. GAMPXGoldman Sachs Energy Infrastructure Fund Class PFundSpouseOver $1M
  31. GMDPXGoldman Sachs Short Duration Government Fund ClassFundSpouseOver $1M
  32. GMCPXGoldman Sachs Short Duration Income Fund Class PFundSpouseOver $1M
  33. GANPXGoldman Sachs Short Duration Tax-Free Fund Class PFundSpouseOver $1M
  34. SVSC Investments, LLCFundSpouseOver $1M
  35. SPYSPDR S&P 500 ETFFundSpouseOver $1M
  36. Solamere Capital AF III, LPFundSpouseOver $1M
  37. Solamere Capital Fund II, LPFundSpouseOver $1M
  38. Solamere Capital Fund III, LPFundSpouseOver $1M
  39. Solamere Founders Fund I, LPFundSpouseOver $1M
  40. Solamere Group Hedge Investments, LLCFundSpouseOver $1M

Source filings

Every report we read for this page · newest first

  1. Aug 12, 2024 2023 annual report 146 assets View original

From STOCK Act disclosures filed with the Secretary of the Senate. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.