Wiley Nickel

D-NC-13 Former representative · North Carolina · Democrat · In Congress since 2023

Wiley Nickel reported no stock trades since Oct 4, 2023. The 2023 annual report lists 52 assets.

Reported holdings

2023 annual report · filed Aug 14, 2024 · values at year end, in the ranges disclosed

Original

$7.4M–$30.6M sum of 52 disclosed ranges

• Private business 3
• Real estate 8
• Other 7
• Fund 30
• Cash 4

1. AssetOwner Value
2. Nickel Family LLCPrivate businessSelf$5M–$25M
3. New York Rental ApartmentReal estateSelf$500K–$1M
4. Nickel Resources LLCPrivate businessSelf$500K–$1M
5. Wiley Nickel for CongressOtherSelf$500K–$1M
6. 1818 Q Street PartnersReal estateSelf$100K–$250K
7. Charles Schwab Sweep AccountCashSchwab Rollover IRASelf$100K–$250K
8. Harnett County LandReal estateSelf$100K–$250K
9. Louis Stephens Road PropertyReal estateSpouse$100K–$250K
10. Vanguard S&P 500 ETFFundSchwab OneSelf$100K–$250K
11. Weston Parkway BuildingReal estateSelf$100K–$250K
12. 2737 Davis DriveReal estateSpouse$50K–$100K
13. Hamilton Zanze VirginiaReal estateSelf$50K–$100K
14. JM Edwards, 10% InterestPrivate businessSpouse$50K–$100K
15. South Atlanta Multi-FamilyReal estateSelf$50K–$100K
16. Bank of America Bank AccountCashSelf$15K–$50K
17. College 2033 FundOther529 for ChildrenSelf$15K–$50K
18. Growth Portfolio-529F2Other529 for ChildrenSelf$15K–$50K
19. Schwab One Bank SweepCashSchwab OneSelf$15K–$50K
20. American New Perspective CI F3FundEdward Jones IRASpouse$1K–$15K
21. Aptus Collared Income OpFundSchwab IRA ContributorySelf$1K–$15K
22. Aptus Defined Risk ETFFundSchwab IRA ContributorySelf$1K–$15K
23. Aptus Drawdown ManagedFundSchwab IRA ContributorySelf$1K–$15K
24. Aptus Enhanced YieldFundSchwab IRA ContributorySelf$1K–$15K
25. Calvert Core Bond CL IFundEdward Jones IRASpouse$1K–$15K
26. Dodge & Cox Stock Cl IFundEdward Jones IRASpouse$1K–$15K
27. FT Rising DividendFundSchwab IRA ContributorySelf$1K–$15K
28. Federated Hermes Government Obligations CL PrmFundEdward Jones IRASpouse$1K–$15K
29. Fidelity Advisor Growth Opportunities CL ZFundEdward Jones IRASpouse$1K–$15K
30. Goldman Sachs GQG PTNRSFundSchwab IRA ContributorySelf$1K–$15K
31. Growth Portfolio-529F2Other529 for ChildrenSelf$1K–$15K
32. Hartford Dividend & Growth CL FFundEdward Jones IRASpouse$1K–$15K
33. Horizon Kinetics InflatFundSchwab IRA ContributorySelf$1K–$15K
34. JP Morgan Equity PremiumFundSchwab IRA ContributorySelf$1K–$15K
35. JPMorgan Large Cap Growth CL R6FundEdward Jones IRASpouse$1K–$15K
36. John Hancock Bond Cl R6FundEdward Jones IRASpouse$1K–$15K
37. MFS MA Investors Growth Stock Cl R6FundEdward Jones IRASpouse$1K–$15K
38. Merrill Bank of America Bank AccountCashJoint$1K–$15K
39. NBA Top Shot NFTSOtherSpouse$1K–$15K
40. Neuberger Berman Large Cap Value Cl IFundEdward Jones IRASpouse$1K–$15K
41. Opus Small Cap ValueFundSchwab IRA ContributorySelf$1K–$15K

Show all 52

Source filings

Every report we read for this page · newest first

1. Aug 14, 2024 2023 annual report 54 assets View original

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