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Philip Jerome Andrew - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Philip Jerome Andrew

IL-09

Filed November 2, 2025

View Original Document

Transactions

0

Assets

91

Liabilities

0

Details

Report Title: Financial Disclosure Report
Submission Method: Electronic
Signed By: Philip Jerome Andrew
Signed Date: November 2, 2025

Assets

91 assets

Adobe Inc. - Common Stock (ADBE)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Airbnb, Inc. - Class A Common Stock (ABNB)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Airbnb, Inc. - Class A Common Stock (ABNB)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Airbnb, Inc. - Class A Common Stock (ABNB)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Alphabet Inc. - Class A Common Stock (GOOGL)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$100,001 - $250,000

Amazon.com, Inc. - Common Stock (AMZN)

Stocks (including ADRs)

SpouseIncome: None

Value

$15,001 - $50,000

Apple Inc. - Common Stock (AAPL)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$50,001 - $100,000

Apple Inc. - Common Stock (AAPL)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$100,001 - $250,000

Arhaus, Inc. - Class A Common Stock (ARHS)

Stocks (including ADRs)

SpouseIncome: Dividends

Value

$1,001 - $15,000

ASML Holding N.V. - New York Registry Shares (ASML)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$100,001 - $250,000

Bank of America Corporation Common Stock (BAC)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Berkshire Hathaway Inc. New Common Stock (BRK.B)

Stocks (including ADRs)

SpouseIncome: None

Value

$500,001 - $1,000,000

Berkshire Hathaway Inc. New Common Stock (BRK.B)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$100,001 - $250,000

Blackstone Inc. Common Stock (BX)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$50,001 - $100,000

Block, Inc. Class A Common Stock, (XYZ)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

Cash and Money Market Holdings

IRA (Held in Cash)

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Cash and Money Market Holdings

IRA (Held in Cash)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Cash held in Fidelity money market

Bank Accounts, Money Market Accounts and CDs

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

Value

$1,001 - $15,000

Cash held in Fidelity money market

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: Dividends($15,001 - $50,000)

Value

$100,001 - $250,000

Chase Checking Accounts

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($1 - $200)

Value

$50,001 - $100,000

Colgate-Palmolive Company Common Stock (CL)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Confluent, Inc. - Class A Common Stock (CFLT)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$100,001 - $250,000

Developed Markets Index Portfolio

529 Portfolio

DependentIncome: Tax-Deferred

Value

$1,001 - $15,000

Enterprise Products Partners L.P. Common Stock (EPD)

Stocks (including ADRs)

SpouseIncome: None

Value

$50,001 - $100,000

Fidelity U.S. Large Cap Index Strategy

Hedge Funds & Private Equity Funds (EIF)Excepted Investment Fund

SpouseIncome: Dividends($15,001 - $50,000)

Value

$1,000,001 - $5,000,000

Garmin Ltd. Common Stock (GRMN)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

GE Aerospace Common Stock (GE)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

GE HealthCare Technologies Inc. - Common Stock (GEHC)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

GE HealthCare Technologies Inc. - Common Stock (GEHC)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

General Electric Company Common Stock When-Issued (GE.V)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

GE Vernova Inc. Common Stock (GEV)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

GE Vernova Inc. Common Stock (GEV)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Intel Corporation - Common Stock (INTC)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Intuit Inc. - Common Stock (INTU)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Invesco BuyBack Achievers ETF (PKW)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

iShares Gold Trust Micro Shares (IAUM)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

iShares U.S. Insurance ETF (IAK)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Johnson & Johnson Common Stock (JNJ)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Lucid Group, Inc. - Common Stock (LCID)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Mastercard Incorporated Common Stock (MA)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Meta Platforms, Inc. - Class A Common Stock (META)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

MICROSOFT CORP NOTE

Corporate Securities (Bonds and Notes)

SpouseIncome: Interest($1,001 - $2,500)

Value

$50,001 - $100,000

Microsoft Corporation - Common Stock (MSFT)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$100,001 - $250,000

Microsoft Corporation - Common Stock (MSFT)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

Microsoft Corporation - Common Stock (MSFT)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Nike, Inc. Common Stock (NKE)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$50,001 - $100,000

NVIDIA Corporation - Common Stock (NVDA)

Stocks (including ADRs)

SpouseIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

NVIDIA Corporation - Common Stock (NVDA)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$100,001 - $250,000

ONEOK, Inc. Common Stock (OKE)

Stocks (including ADRs)

SpouseIncome: Dividends($2,501 - $5,000)

Value

$50,001 - $100,000

Portillo's Inc. - Class A Common Stock (PTLO)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1 - $1,000

ProShares Ultra Health Care (RXL)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

ProShares UltraPro Dow30 (UDOW)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$50,001 - $100,000

ProShares Ultra S&P500 (SSO)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$50,001 - $100,000

Schwab Brokerage Checking and Savings Accounts

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($1 - $200)

Value

$250,001 - $500,000

Schwab Cash and Money Market Holdings

IRA (Held in Cash)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab Cash and Money Market Holdings

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Tax-Deferred

Value

$1 - $1,000

Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit (SWTSX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Shopify Inc. - Class A Subordinate Voting Shares (SHOP)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Shopify Inc. - Class A Subordinate Voting Shares (SHOP)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Shopify Inc. Class A Subordinate Voting Shares (SHOP)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Spotify Technology S.A. Ordinary Shares (SPOT)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Starbucks Corporation - Common Stock (SBUX)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Sysco Corporation Common Stock (SYY)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

TENCENT HLDGS UNSP/ADR (TCEHY)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

The Trade Desk, Inc. - Class A Common Stock (TTD)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Vanguard Developed Markets Index Portfolio

529 Portfolio

DependentIncome: Tax-Deferred

Value

$1,001 - $15,000

Vanguard Developed Markets Index Portfolio

529 Portfolio

DependentIncome: Tax-Deferred

Value

$1,001 - $15,000

Vanguard Growth ETF (VUG)

Exchange Traded Funds (ETF)

SpouseIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

Vanguard Growth Index Portfolio

529 Portfolio

DependentIncome: Tax-Deferred

Value

$1,001 - $15,000

Vanguard Growth Stock Index Portfolio

529 Portfolio

DependentIncome: Tax-Deferred

Value

$15,001 - $50,000

Vanguard Growth Stock Index Portfolio

529 Portfolio

DependentIncome: Tax-Deferred

Value

$15,001 - $50,000

Vanguard High Dividend Yield ETF (VYM)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Vanguard Horizon Fund, Vanguard Capital Opportunity Fund (VHCOX)

Mutual Funds

SpouseIncome: Dividends

Value

$100,001 - $250,000

Vanguard Mid-Cap Index Portfolio

529 Portfolio

DependentIncome: Tax-Deferred

Value

$1,001 - $15,000

Vanguard Mid-Cap Stock Index Portfolio

529 Portfolio

DependentIncome: Tax-Deferred

Value

$15,001 - $50,000

Vanguard Mid-Cap Stock Index Portfolio

529 Portfolio

DependentIncome: Tax-Deferred

Value

$1,001 - $15,000

Vanguard Small-Cap Stock Index Portfolio

529 Portfolio

DependentIncome: Tax-Deferred

Value

$1,001 - $15,000

Vanguard Small-Cap Stock Index Portfolio

529 Portfolio

DependentIncome: Tax-Deferred

Value

$1,001 - $15,000

Vanguard Small-Cap Stock Index Portfolio

529 Portfolio

DependentIncome: Tax-Deferred

Value

$1,001 - $15,000

Vanguard Specialized Portfolios Health Care Fund (VGHCX)

Mutual Funds

SpouseIncome: Capital Gains, Dividends($2,501 - $5,000)

Value

$100,001 - $250,000

Vanguard Total World Stock Index ETF (VT)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Vanguard Value Stock Index Portfolio

529 Portfolio

DependentIncome: Tax-Deferred

Value

$1,001 - $15,000

Vanguard Value Stock Index Portfolio

529 Portfolio

DependentIncome: Tax-Deferred

Value

$1,001 - $15,000

Vanguard Value Stock Index Portfolio

529 Portfolio

DependentIncome: Tax-Deferred

Value

$1,001 - $15,000

Visa Inc. (V)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Walmart Inc. Common Stock (WMT)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$100,001 - $250,000

Walt Disney Company (DIS)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

XPLR Infrastructure, LP Common Units representing limited partner interests (XIFR)

Stocks (including ADRs)

SpouseIncome: Nondividend Distribution

Value

$1,001 - $15,000

Zoom Communications, Inc. - Class A Common Stock (ZM)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1 - $1,000