Loading…
Est. Assets
$3.2M – $7.3M
Assets Disclosed
60
Est. Liabilities
$2.2M – $10.3M
Positions Held
6
| — |
| The Mulvaney Group Limited (undeveloped parcels in the vicinity of Charlotte, North Carolina) | spouse | $250,001 - $500,000 | Capital Gains | — |
| Northwestern Mutual Life Insurance Policy (universal) | filer | $250,001 - $500,000 | — | — |
| Indian Land Ventures, LLC, (owns mortgage on property referenced on line 13, Indian Land, South Carolina) | filer | $250,001 - $500,000 | — | — |
| The Mulvaney Group, Ltd. (undeveloped parcels in the vicinity of Charlotte, North Carolina) | filer | $250,001 - $500,000 | Capital Gains | — |
| Qualified Personal Residence Trust (residential real estate, Key West, Florida). | spouse | $100,001 - $250,000 | — | — |
| Key West, LLC (residential real estate, Key West, Florida) | spouse | $100,001 - $250,000 | Rent or Royalties | — |
| Prime Money Market Fund - RBC Reserve Class (TRMXX) EIF | filer | $100,001 - $250,000 | — | TRMXX |
| Residential Rental Property, Indian Land, South Carolina | filer | $100,001 - $250,000 | Rent or Royalties | — |
| Prime Money Market Fund - RBC Reserve Class (TRMXX) EIF | filer | $50,001 - $100,000 | — | TRMXX |
| Cash Account (CD) (U.S. bank) | filer | $50,001 - $100,000 | Interest | — |
| Putnam Growth Opportunities Fund (POGAX) EIF | filer | $15,001 - $50,000 | — | POGAX |
| Alerian MLP ETF (AMLP) EIF | filer | $15,001 - $50,000 | — | AMLP |
| Mulvaney Properties/Old Hickory Manor, LLC (developed parcel, Van Wyck, South Carolina) | filer | $15,001 - $50,000 | — | — |
| Newsome Family Note (personal loan) | filer | $15,001 - $50,000 | — | — |
| Alerian MLP ETF (AMLP) EIF | filer | $15,001 - $50,000 | — | AMLP |
| iShares U.S. Medical Devices ETF (IHI) EIF | filer | $15,001 - $50,000 | — | IHI |
| iShares U.S. Pharmaceutical ETF (IHE) EIF | filer | $15,001 - $50,000 | — | IHE |
| iShares U.S. Utilities ETF (IDU) EIF | filer | $15,001 - $50,000 | — | IDU |
| The Growth Fund of America (AGTHX) EIF | filer | $15,001 - $50,000 | — | AGTHX |
| Voya Multi-Manager International Small Cap Fund (NTKLX) EIF | filer | $15,001 - $50,000 | — | NTKLX |
| Van Eck Global Hard Assets A Fund (GHAAX) EIF | filer | $15,001 - $50,000 | — | GHAAX |
| Van Eck Vectors Junior Gold Miners ETF (GDXJ) EIF | filer | $15,001 - $50,000 | — | GDXJ |
| Technology SPDR ETF (XLK) EIF | filer | $15,001 - $50,000 | — | XLK |
| Gold Bars | filer | $15,001 - $50,000 | — | — |
| Powershares Water Resources Portfolio (PHO) EIF | filer | $1,001 - $15,000 | — | PHO |
| Global X Uranium ETF (URA) EIF | filer | $1,001 - $15,000 | — | URA |
| Adams Natural Resources Fund (PEO) EIF | filer | $1,001 - $15,000 | — | PEO |
| Silver Bars | filer | $1,001 - $15,000 | — | — |
| First Trust National Gas ETF (FCG) EIF | filer | $1,001 - $15,000 | — | FCG |
| Central Fund of Canada (CEF) EIF | filer | $1,001 - $15,000 | — | CEF |
| DB Agriculture Fund (DBA) EIF | filer | $1,001 - $15,000 | — | DBA |
| Powershares Dynamic Oil and Gas Services ETF (PXJ) EIF | filer | $1,001 - $15,000 | — | PXJ |
| Putnam Multi-Cap Growth (PNOPX) EIF | filer | $1,001 - $15,000 | — | PNOPX |
| Cash Account (RBC) | filer | $1,001 - $15,000 | — | RBC |
| Gold Miners Equity ETF (GDX) EIF | filer | $1,001 - $15,000 | — | GDX |
| Duff and Phelps Global Utility Income Fund (DPG) EIF | filer | $1,001 - $15,000 | — | DPG |
| Van Eck Vectors Junior Gold Miners ETF (GDXJ) EIF | filer | $1,001 - $15,000 | — | GDXJ |
| Powershares Dynamic Oil and Gas Services ETF (PXJ) EIF | filer | $1,001 - $15,000 | — | PXJ |
| Gold Miners Equity ETF (GDX) EIF | filer | $1,001 - $15,000 | — | GDX |
| Cash Account (U.S. bank) | filer | $1,001 - $15,000 | Interest | — |
| Global X Uranium ETF (URA) EIF | filer | $1,001 - $15,000 | — | URA |
| Duff and Phelps Global Utility Income Fund (DPG) EIF | filer | $1,001 - $15,000 | — | DPG |
| ProShares Ultra Short Euro (EUO) EIF | filer | $1,001 - $15,000 | — | EUO |
| Van Eck Vectors Morningstar Wide Moat ETF (MOAT) EIF | filer | $1,001 - $15,000 | — | MOAT |
| SPDR S&P International Dividends ETF (DWX) EIF | filer | $1,001 - $15,000 | — | DWX |
| U.S. Global Jets Fund ETF (JETS) EIF | filer | $1,001 - $15,000 | — | JETS |
| Putnam International Growth A Fund (PINOX) EIF | spouse | $1,001 - $15,000 | — | PINOX |
| Van Eck International Investors Gold Fund A (INIVX) EIF | spouse | $1,001 - $15,000 | — | INIVX |
| Cash Account (U.S. credit union) | filer | $1,001 - $15,000 | Dividends | — |
| South Carolina General Assembly defined benefit plan | filer | $1,001 - $15,000 | — | — |
| Van Eck Vectors Rare Earth/Strategic Metals ETF (REMX) EIF | filer | $1,001 - $15,000 | — | REMX |
| Van Eck Global Hard Assets A Fund (GHAAX) EIF | spouse | $1,001 - $15,000 | — | GHAAX |
| American Funds Capital World Growth and Income Fund (CWGIX) EIF | spouse | $1,001 - $15,000 | — | CWGIX |
| The Mulvaney Company, Inc. (real estate holding company) | filer | — | — | — |
| Mulvaney Properties/Tyvola, LLC (commercial real estate, Charlotte, North Carolina) | filer | None (or less than $1,001) | Capital Gains | — |
| MP/Collins Road, LLC (undeveloped parcel, Indian Land, South Carolina) (value not readily ascertainable) | filer | — | — | — |