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John Sullivan - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

John Sullivan

NY-17

Filed August 17, 2025

View Original Document

Transactions

0

Assets

35

Liabilities

1

Details

Report Title: Candidate Report
Submission Method: Electronic
Signed By: John Sullivan
Signed Date: August 17, 2025

Assets

35 assets

Apple Inc. - Common Stock (AAPL)

Stocks (including ADRs)

JointIncome: Dividends($201 - $1,000)

Value

$50,001 - $100,000

Core Fixed Income Fund Class Y (SCFYX) - Roth IRA

Liabilities

1 liability

Truist

Mortgage

Joint

Amount

$500,001 - $1,000,000

Mutual Funds

Excepted Investment Fund

SpouseIncome: Dividends($1 - $200)

Value

$1 - $1,000

Core Fixed Income Fund Class Y (SCFYX) - Roth IRA

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

Core Fixed Income Fund Class Y (SCFYX) - Spouse IRA

Mutual FundsExcepted Investment Fund

SpouseIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Dynamic Asset Allocation Class Y (SDYYX) - Spouse IRA

Mutual FundsExcepted Investment Fund

SpouseIncome: Capital Gains, Dividends

Value

$1,001 - $15,000

Emerging Markets Equity Fund Class Y (SEQFX) - Spouse IRA

Mutual FundsExcepted Investment Fund

SpouseIncome: Dividends

Value

$1,001 - $15,000

Global Managed Volatility Fund Class Y (SGLYX) - Spouse IRA

Mutual FundsExcepted Investment Fund

SpouseIncome: Capital Gains, Dividends

Value

$1,001 - $15,000

International Equity Fund Class Y (SEFCX) - Roth IRA

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains, Dividends

Value

$1,001 - $15,000

International Equity Fund Class Y (SEFCX) - Roth IRA

Mutual FundsExcepted Investment Fund

SpouseIncome: Capital Gains, Dividends

Value

$1,001 - $15,000

International Equity Fund Class Y (SEFCX) - Spouse IRA

Mutual FundsExcepted Investment Fund

SpouseIncome: Capital Gains, Dividends

Value

$15,001 - $50,000

Invesco Rochester Municipal Opportunities Fund Class Y (ORNYX)

Mutual FundsExcepted Investment Fund

JointIncome: Dividends($201 - $1,000)

Value

$1,001 - $15,000

iShares Core MSCI Europe ETF (IEUR)

Exchange Traded Funds (ETF)Excepted Investment Fund

JointIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

iShares Expanded Tech-Software Sector ETF (IGV)

Exchange Traded Funds (ETF)Excepted Investment Fund

Joint

Value

$1,001 - $15,000

iShares MSCI Emerging Markets Asia ETF (EEMA)

Exchange Traded Funds (ETF)Excepted Investment Fund

JointIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

JP Morgan Chase (Bank Account)

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($1 - $200)

Value

$50,001 - $100,000

Multi Asset Income Fund Class Y (SLIYX) - Roth IRA

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

Multi Asset Income Fund Class Y (SLIYX) - Roth IRA

Mutual FundsExcepted Investment Fund

SpouseIncome: Dividends($201 - $1,000)

Value

$1 - $1,000

Multi Asset Income Fund Class Y (SLIYX) - Spouse IRA

Mutual FundsExcepted Investment Fund

SpouseIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Nuveen High Yield Municipal Bd Fd Class I (NHMRX)

Mutual FundsExcepted Investment Fund

JointIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

NY 529 ADVISOR GUIDED COLLEGE

529 Prepaid Tuition Plan

Dependent

Value

$50,001 - $100,000

SEI Index Fund S&P 500 Index Fund Class F (SSPIX) - Roth IRA

Mutual FundsExcepted Investment Fund

SpouseIncome: Capital Gains, Dividends($1 - $200)

Value

$1,001 - $15,000

SEI Index Fund S&P 500 Index Fund Class F (SSPIX) - Roth IRA

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains, Dividends($1 - $200)

Value

$1,001 - $15,000

SEI Index Fund S&P 500 Index Fund Class F (SSPIX) - Spouse IRA

Mutual FundsExcepted Investment Fund

SpouseIncome: Dividends($201 - $1,000)

Value

$15,001 - $15,000

Small Cap Fund Class Y (SMYFX) - Roth IRA

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

Small Cap Fund Class Y (SMYFX) - Roth IRA

Mutual FundsExcepted Investment Fund

SpouseIncome: Dividends($1 - $200)

Value

$1 - $1,000

Small Cap Fund Class Y (SMYFX) - Spouse IRA

Mutual FundsExcepted Investment Fund

SpouseIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

SPDR Select Sector Fund - Consumer Discretionary (XLY)

Exchange Traded Funds (ETF)Excepted Investment Fund

JointIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

SPDR Select Sector Fund - Consumer Staples (XLP)

Exchange Traded Funds (ETF)Excepted Investment Fund

JointIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

SPDR Select Sector Fund - Financial (XLF)

Exchange Traded Funds (ETF)Excepted Investment Fund

JointIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

SPDR Select Sector Fund - Health Care (XLV)

Exchange Traded Funds (ETF)Excepted Investment Fund

JointIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

SPDR Select Sector Fund - Technology (XLK)

Exchange Traded Funds (ETF)Excepted Investment Fund

JointIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

The Communication Services Select Sector SPDR Fund (XLC)

Exchange Traded Funds (ETF)Excepted Investment Fund

JointIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

Vanguard FTSE All World Ex US ETF (VEU)

Exchange Traded Funds (ETF)Excepted Investment Fund

JointIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Vanguard FTSE Pacific ETF (VPL)

Exchange Traded Funds (ETF)Excepted Investment Fund

JointIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Washington DC House

Real Property

Joint

Value

$500,001 - $1,000,000

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