Congressional stock trades · Member
Ted Budd
Senator · NC · Republican
No published transactions from periodic transaction reports since 2020. Holdings from 9 annual reports are below.
Current committees: Joint Economic Committee; Senate Committee on Armed Services; Senate Committee on Commerce, Science, and Transportation; Senate Committee on Small Business and Entrepreneurship; Senate Select Committee on Intelligence.
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2021 report.
83 assets with a value on the report filed 2022-08-12. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| Emerging Markets S | Fund | Dependent | None |
| Fidelity Inflat-Prof BD Index Fund | Fund | Dependent | $15,001 - $50,000 |
| Russell Tax-Managed Real Assets CL S | Fund | Dependent | $1,001 - $15,000 |
| Tax Exempt Bond Fund Class S | Fund | Dependent | $15,001 - $50,000 |
| Tax Exempt High Yield Bond S | Fund | Dependent | $1,001 - $15,000 |
| Tax Managed International Equity S | Fund | Dependent | $15,001 - $50,000 |
| Tax Managed US Large Cap Fund CL | Fund | Dependent | $15,001 - $50,000 |
| Tax Managed US Mid & Small CP S | Fund | Dependent | $1,001 - $15,000 |
| Emerging Markets S | Fund | Dependent | None |
| Fidelity Inflat-Prot BD Index Fund | Fund | Dependent | $15,001 - $50,000 |
| Russell Tax-Managed Real Assets CL S | Fund | Dependent | $1,001 - $15,000 |
| Tax Exempt Bond Fund Class S | Fund | Dependent | $15,001 - $50,000 |
| Tax Exempt High Yield Bond S | Fund | Dependent | $1,001 - $15,000 |
| Tax Managed International Equity S | Fund | Dependent | $15,001 - $50,000 |
| Tax Managed US Large Cap Fund CL | Fund | Dependent | $15,001 - $50,000 |
| Tax Managed US Mid & Small CP S | Fund | Dependent | $1,001 - $15,000 |
| Emerging Markets S | Fund | Dependent | None |
| Fidelity Inflat-Prot BD Index Fund | Fund | Dependent | $15,001 - $50,000 |
| Russell Tax-Managed Real Assets CL S | Fund | Dependent | $1,001 - $15,000 |
| Tax Exempt Bond Fund Class S | Fund | Dependent | $15,001 - $50,000 |
| Tax Exempt High Yield Bond S | Fund | Dependent | $1,001 - $15,000 |
| Tax Managed International Equity S | Fund | Dependent | $15,001 - $50,000 |
| Tax Managed US Large Cap Fund CL S | Fund | Dependent | $15,001 - $50,000 |
| Tax Managed US Mid & Small CP S | Fund | Dependent | $1,001 - $15,000 |
| Emerging Markets S | Fund | Spouse | $1,001 - $15,000 |
| Global Infrastructure CL S | Fund | Spouse | $1,001 - $15,000 |
| Global Real Estate Securities S | Fund | Spouse | None |
| International Developed Mrkt CL S | Fund | Spouse | $15,001 - $50,000 |
| Invesco Equally Weighted S&P 500 | Fund | Spouse | $15,001 - $50,000 |
| Ishares TR Residential ETF | Fund | Spouse | $1,001 - $15,000 |
| Opportunistic Credit Fund S | Fund | Spouse | $1 - $1,000 |
| US Small Cap Equity Class S | Fund | Spouse | $1,001 - $15,000 |
| Van Eck CM Commodity Index Fund | Fund | Spouse | $1,001 - $15,000 |
| Dimensional ETF Trust US Equity | Fund | Spouse | $15,001 - $50,000 |
| Dimensional ETF Trust World EX US | Fund | Spouse | $1,001 - $15,000 |
| Russell Tax-Managed Real Assets CL S | Fund | Spouse | $15,001 - $50,000 |
| Tax Exempt High Yield Bond S | Fund | Spouse | $1,001 - $15,000 |
| Tax Managed International Equity S | Fund | Spouse | $50,001 - $100,000 |
| Tax Managed US Large Cap Fund CL | Fund | Spouse | $50,001 - $100,000 |
| Tax Managed US Mid & Small CP S | Fund | Spouse | $1,001 - $15,000 |
| DFA Tax Managed US Equity Portfolio | Fund | Spouse | None |
| Dimensional ETF Trust US Equity | Fund | Spouse | $1,001 - $15,000 |
| Dimensional ETF Trust US Small Cap | Fund | Spouse | $1,001 - $15,000 |
| Russell Tax-Managed Real Assets CL S | Fund | Spouse | $1,001 - $15,000 |
| Tax Exempt High Yield Bond S | Fund | Spouse | $1,001 - $15,000 |
| Tax Managed International Equity S | Fund | Spouse | $15,001 - $50,000 |
| Tax Managed US Large Cap Fund CL | Fund | Spouse | $15,001 - $50,000 |
| Tax Managed US Mid & Small CP S | Fund | Spouse | None |
| Budd Family LLC | Other | Dependent | $250,001 - $500,000 |
| Budd Family LLC | Other | Dependent | None |
| Budd Family LLC | Other | Dependent | $250,001 - $500,000 |
| Budd Family LLC | Other | Dependent | $250,001 - $500,000 |
| Budd Family LLC | Other | Dependent | $250,001 - $500,000 |
| Budd Family LLC | Other | Dependent | $250,001 - $500,000 |
| Budd Family LLC | Other | Dependent | None |
| Budd Family LLC | Other | Dependent | $250,001 - $500,000 |
| Budd Family LLC | Other | Dependent | $250,001 - $500,000 |
| Budd Family LLC | Other | Dependent | None |
| Budd Family LLC | Other | Dependent | $250,001 - $500,000 |
| Budd Family LLC | Other | Dependent | $250,001 - $500,000 |
| Citibank Client Services | Other | Member | None |
| Amount owed to the filer (debtor not shown) | Other | Member | $250,001 - $500,000 |
| NC 529 Cons Grwth Portfolio | Other | Dependent | $15,001 - $50,000 |
| NC 529 Plan - Interest Accum Portfolio | Other | Dependent | None |
| NC 529 VG Stocks Bonds | Other | Dependent | None |
| NEST 529 Age-Based Aggressive 15-16 D | Other | Dependent | None |
| NEST 529 Age-Based Aggressive 17-18 D | Other | Dependent | $15,001 - $50,000 |
| PS1 Rural Hall LLC, 100% Interest | Other | Member | $1,000,001 - $5,000,000 |
| Hope Church Road Commercial Warehouse | Other | Spouse | $500,001 - $1,000,000 |
| LVIP SSGA S&P 500 Index SC (946) | Fund | Member | $100,001 - $250,000 |
| LVIP SSGA S&P 500 Index SC (946) | Fund | Member | $1,001 - $15,000 |
| LVIP Vanguard Bnd Alloc Fnd SC (791) | Fund | Member | $1,001 - $15,000 |
| LVIP Vanguard Bnd Alloc Fnd SC (791) | Fund | Member | $100,001 - $250,000 |
| Emerging Markets S | Fund | Member | $1,001 - $15,000 |
| Global Infrastructure CL S | Fund | Member | $1,001 - $15,000 |
| Global Real Estate Securities S | Fund | Member | None |
| International Developed Mrkt CL S | Fund | Member | $15,001 - $50,000 |
| Invesco Equally Weighted S&P 500 | Fund | Member | $15,001 - $50,000 |
| Ishares TR Residential ETF | Fund | Member | $1,001 - $15,000 |
| Opportunistic Credit Fund S | Fund | Member | $1 - $1,000 |
| US Small Cap Equity Class S | Fund | Member | $1,001 - $15,000 |
| Van Eck CM Commodity Index Fund | Fund | Member | $1,001 - $15,000 |
| Truist Bank (formerly BB&T) | Other | Member | $100,001 - $250,000 |
How reports are read: holdings methodology.