72 assets, filed Aug 13, 2026 (FD Original).
1/1/27
Government security · Victoria Kelly Trust ICA SP
None
10/11/46
Government security · Victoria Kelly Trust ICA SP
None
10/15/31
Government security · Victoria Kelly Trust ICA SP
$1,001 - $15,000
11/15/51
Government security · Victoria Kelly Trust ICA SP
None
12/1/2049
Government security · Victoria Kelly Trust ICA SP
$1,001 - $15,000
12/15/25 5% due 6/15/27
Government security · Victoria Kelly Trust ICA SP
$15,001 - $50,000
7/1/24
Government security
$250,000
8/15/28 5%
Government security · Victoria Kelly Trust ICA SP
$1,001 - $15,000
ABT
Abbott Laboratories Common Stock · Stock (public) · Victoria Kelly Trust ICA SP
$15,001 - $50,000
Allegheny Kiski FCU
Bank/brokerage account
$15,001 - $50,000
GOOGL
Alphabet Inc. - Class A Common Stock · Stock (public) · Victoria Kelly Trust ICA SP
$15,001 - $50,000
Arizona St Transportn Brd Highw Ref Rev Call 7/1/26 5%
$250,000
ARTIX
Artisan International Fund Inv Shs · Mutual fund
$500,000
Austin TX Elect Util Sys Rev Series A Rev 5% due 11/15/27
$100,000
Burke Cnty GA Dev Auth Poll Ref-Georgia Rev Var % due
$100,000
CSCO
Cisco Systems, Inc. - Common Stock · Stock (public) · Victoria Kelly Trust ICA SP
$15,001 - $50,000
Claddagh Properties LP
Other
$5,000,000
Clifton TX Hgr Edu Fin Corp Ed Idea Publ I Rev Call
$250,000
Connecticut St Spl Tax Oblig R Ser A Rev 5% due 7/1/31
$100,000
Cook County IL Ser A Go 5% due 11/15/28
Government security
$250,000
Dallas-Fort Worth TX Internat I Dallas for Rev 5% due
$100,000
Dodge & Cox International Stock Fund - Class I (DODFX)
$1,000,000
Eaton Vance Global Macro Absolute Return - Class R6
$500,000
Fairfax Cnty VA Ser A Go 5% due 10/01/32
Government security
$250,000
Farmers Life Annuity
Other
$250,000
VARBX
First Trust Merger Arbitrage Fund - Class I · Mutual fund
$250,000
Florida St Hsg Fin Corp Revenue Social Bon Rev Call
$100,000
QUALIFIED
GBU Preferred 8 Annuity · Other · IRA SP
$15,001 - $50,000
GM
General Motors Company Common Stock · Stock (public)
$50,001 - $100,000
Goldman Sachs Absolute Return Tracker Fund Class R6
$500,000
HD
Home Depot, Inc. · Stock (public) · Victoria Kelly Trust ICA SP
$15,001 - $50,000
Illinois St Series B Go 5% due 5/1/28
Government security
$250,000
Illinois State Toll Highway Auth Senior-Ser Rev 5% due
$250,000
HLMEX
Institutional Class · Mutual fund · Victoria Kelly Trust ICA SP
$15,001 - $50,000
Intermountain Pwr Agy UT Pwr Series A 5% rev due 7/1/30
$100,000
QQQ
Invesco QQQ Trust, Series 1 · Exchange-traded fund
$100,000
Invsco Exch Traded FD Tr II S&P Low Vol
Other · IRA SP
$1,001 - $15,000
JPM
JP Morgan Chase & Co. Common Stock · Stock (public)
$100,000
Kelly Automotive, Butler PA
Other liability
$50,001 - $100,000
Kelly Automotive, Butler PA
Other
$500,000
Land
Other
$250,001 - $500,000
Maryland St Dept of Transport Ser B Rev 5% due 10/1/2
$100,000
Maryland St State Go 5% due 6/1/31
Government security
$100,000
MA
Mastercard Incorporated Common Stock · Stock (public) · Victoria Kelly Trust ICA SP
$15,001 - $50,000
Miami-Dade Cnty FL Educational Fac Univ of MI Rev 5%
$100,000
MSFT
Microsoft Corporation - Common Stock · Stock (public)
$100,000
Minnesota St BID GRP1Go 5% due 8/1/2030
Government security
$250,000
New Jersey St 19 GO Emer GO 5% due 6/1/2028
Government security
$100,000
New Jesey St Turnpike Auth Ser A Rev - 5% due 1/1/27
Government security
$100,000
PC Exploration LTD Ptr 2008
Other liability
$1 - $1,000
PC Exploration LTD Ptr 2008
Other liability · Spouse
$1,001 - $15,000
PC Exploration LTD Ptr 2009
Other liability · Spouse
$1,001 - $15,000
PC Exploration LTD Ptr 2010
Other liability · Spouse
$1,001 - $15,000
PNC Bank
Bank/brokerage account · Spouse
$15,001 - $50,000
PNC Bank Account
Bank/brokerage account · Joint
$15,001 - $50,000
PNC Bank Deposit Sweep
Bank/brokerage account · IRA SP
$15,001 - $50,000
PNC Money Market
Bank/brokerage account
$250,000
GLD
SPDR Gold Trust · Exchange-traded fund
$250,000
SPY
SPDR S&P 500 · Exchange-traded fund
$100,000
XAR
SPDR S&P Aerospace & Defense ETF · Exchange-traded fund
$100,000
T Rowe Price Retirement I 2015 I
Other
$100,000
PRGFX
T. Rowe Price Growth Stock Fd · Mutual fund
$1,000,000
T. Rowe Price Retirement I 2015 I
Other
$15,001 - $50,000
TRVLX
T. Rowe Price Value Fund, Inc. · Mutual fund
$500,000
Tarrant Cnty TX Cultural Edu F Ascension Rev var % due
$100,000
University of Pittsburgh PA of the C Pitt Asset Rev Call
$100,000
VUG
Vanguard Growth ETF · Exchange-traded fund
$5,000,000
VOT
Vanguard Mid-Cap Growth ETF · Exchange-traded fund
$250,000
VOE
Vanguard Mid-Cap Value ETF · Exchange-traded fund
$250,000
VBK
Vanguard Small-Cap Growth ETF · Exchange-traded fund
$100,000
VBR
Vanguard Small-Cap Value ETF · Exchange-traded fund
$100,000
VTV
Vanguard Value ETF · Exchange-traded fund
$5,000,000