Congressional stock trades · Member
Carlos Curbelo
Former representative · FL-26 · Republican
No published transactions from periodic transaction reports since 2020. Holdings from 2 annual reports are below.
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2017 report.
124 assets with a value on the report filed 2018-08-13, 54 of them shares or options of a listed company. 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) |
|---|---|---|---|
| Florida Prepaid College Plan: 4 Year University Plan | Other | Dependent | $50,001 - $100,000 |
| NH Portfolio 2027 | Other | Dependent | $15,001 - $50,000 |
| NH Portfolio 2030 | Other | Dependent | $50,001 - $100,000 |
| Bank of America checking | Other | Member | $1 - $1,000 |
| Bank of America checking | Other | Joint | $1,001 - $15,000 |
| Bank of America Checking | Other | Spouse | $1,001 - $15,000 |
| Bank United Savings | Other | Member | $1,001 - $15,000 |
| Capitol Gains, LLC, 100% Interest | Other | Spouse | $15,001 - $50,000 |
| EG Group Bayfront | Other | Spouse | $15,001 - $50,000 |
| FVP HG 2.6, LLC | Other | Spouse | None |
| FVPP, LLC | Other | Spouse | $50,001 - $100,000 |
| UM Cafe LLC, 10% Interest | Other | Spouse | $1,001 - $15,000 |
| Condo | Other | Member | $250,001 - $500,000 |
| Cosecha Somi LLC, 20% Interest | Other | Member | $15,001 - $50,000 |
| AAPLApple Inc. | Stock | Member | $1,001 - $15,000 |
| BACBank of America Corporation | Stock | Member | $15,001 - $50,000 |
| CSXCSX Corporation | Stock | Member | None |
| Dolphin Digital Media Inc | Stock | Member | $1,001 - $15,000 |
| Ensco plc Class A Ordinary Shares | Stock | Member | None |
| XOMExxon Mobil Corporation | Stock | Member | $15,001 - $50,000 |
| Fidelity Money Market Funds | Other | Member | $50,001 - $100,000 |
| FSLRFirst Solar, Inc. | Stock | Member | $15,001 - $50,000 |
| GOGOGogo Inc. | Stock | Member | $15,001 - $50,000 |
| HRIHerc Holdings Inc. | Stock | Member | $15,001 - $50,000 |
| HTZHertz Global Holdings, Inc | Stock | Member | $1,001 - $15,000 |
| NVGSNavigator Holdings Ltd. Ordinary Shares | Stock | Member | None |
| OPKOpko Health, Inc. | Stock | Member | $1,001 - $15,000 |
| PBRPetroleo Brasileiro S.A.- Petrobras | Stock | Member | $1,001 - $15,000 |
| SPWRSunPower Corporation | Stock | Member | $15,001 - $50,000 |
| DISWalt Disney Company | Stock | Member | $1,001 - $15,000 |
| Whole Foods Market, Inc. | Stock | Member | None |
| BACBank of America Corporation | Stock | Member | $1,001 - $15,000 |
| CCitigroup, Inc. | Stock | Member | $1,001 - $15,000 |
| Dolphin Digital Media Inc | Stock | Member | $1 - $1,000 |
| Echelon Corporation | Stock | Member | $1 - $1,000 |
| Fidelity Cash Reserves | Other | Member | $1 - $1,000 |
| GEGeneral Electric Company | Stock | Member | $1,001 - $15,000 |
| Gol Linhas Aereas Inteligentes S.A. Sponsored ADR representing Pfd Shares | Stock | Member | $1,001 - $15,000 |
| NEONeoGenomics, Inc. | Stock | Member | $1,001 - $15,000 |
| OPKOpko Health, Inc. | Stock | Member | $1,001 - $15,000 |
| PBRPetroleo Brasileiro S.A.- Petrobras | Stock | Member | $1,001 - $15,000 |
| Whole Foods Market, Inc. | Stock | Member | None |
| WYNNWynn Resorts, Limited | Stock | Member | $1 - $1,000 |
| American Funds Europacific Growth Fund | Fund | Member | $1,001 - $15,000 |
| American Funds New Perspective Fund | Fund | Member | $1,001 - $15,000 |
| FRS Select Aggressive Balance Fund | Fund | Member | $1,001 - $15,000 |
| FRS Select Foreign Stock Index Fund | Fund | Member | $1,001 - $15,000 |
| South Miami Investment Partners LLC | Other | Member | $50,001 - $100,000 |
| Town house | Other | Spouse | $100,001 - $250,000 |
| UBS Bank USA DEP ACCT | Other | Spouse | $1,001 - $15,000 |
| AC Alternatives Income Fund | Fund | Spouse | None |
| ACNAccenture plc Class A Ordinary Shares | Stock | Spouse | None |
| ADBEAdobe Systems Incorporated | Stock | Spouse | None |
| GOOGLAlphabet Inc. - Class A | Stock | Spouse | $1,001 - $15,000 |
| AMTAmerican Tower Corporation | Stock | Spouse | $1,001 - $15,000 |
| AMPAmeriprise Financial, Inc. | Stock | Spouse | None |
| CORAmerisourceBergen Corporation | Stock | Spouse | None |
| ASHAshland Global Holdings Inc. | Stock | Spouse | None |
| BDXBecton, Dickinson and Company | Stock | Spouse | None |
| Blackrock High Yield Bond I | Other | Spouse | $1,001 - $15,000 |
| BLKBlackRock, Inc. | Stock | Spouse | None |
| Catalyst Millburn Hedge Strategy Fund | Fund | Spouse | None |
| Cohen & Steers Real Estate Securities Fund Class I | Fund | Spouse | None |
| CLColgate-Palmolive Company | Stock | Spouse | None |
| CMCSAComcast Corporation - Class A | Stock | Spouse | None |
| CSXCSX Corporation | Stock | Spouse | $1,001 - $15,000 |
| CVSCVS Health Corporation | Stock | Spouse | None |
| DHRDanaher Corporation | Stock | Spouse | None |
| Delaware Value Fund Institutional Class I | Fund | Spouse | None |
| ECLEcolab Inc. | Stock | Spouse | None |
| Energy transfer Partners LP MLP | Fund | Spouse | None |
| Exchange Traded Concepts Trust ROBO Global Robotics and Automation Index ETF | Stock | Spouse | $1,001 - $15,000 |
| METAFacebook, Inc. - Class A | Stock | Spouse | $1,001 - $15,000 |
| Fidelity Advisor Emerging Mkt Discovery Fund | Fund | Spouse | $1,001 - $15,000 |
| HDHome Depot, Inc. | Stock | Spouse | None |
| HONHoneywell International Inc. | Stock | Spouse | None |
| ICEIntercontinental Exchange Inc. | Stock | Spouse | None |
| Invesco European Small Company Fund | Fund | Spouse | $1,001 - $15,000 |
| IVZInvesco Ltd | Stock | Spouse | None |
| Ishares CMBS ETF | Fund | Spouse | None |
| iShares Core S&P Mid-Cap ETF | Stock | Spouse | $1,001 - $15,000 |
| iShares Core S&P Small-Cap ETF | Stock | Spouse | $1,001 - $15,000 |
| iShares Russell 1000 Growth ETF | Stock | Spouse | $15,001 - $50,000 |
| iShares U.S. Real Estate ETF | Stock | Spouse | $1,001 - $15,000 |
| JOHCM International Fund | Fund | Spouse | $1,001 - $15,000 |
| John Hancock disciplined Value Mid Cap Fund Class I | Fund | Spouse | None |
| KMIKinder Morgan, Inc. | Stock | Spouse | None |
| LOWLowe's Companies, Inc. | Stock | Spouse | None |
| MDTMedtronic plc. Ordinary Shares | Stock | Spouse | None |
| MDLZMondelez International, Inc. - Class A | Stock | Spouse | $1,001 - $15,000 |
| Morgan Stanley Inst Frontier Emerging Market Fund Class Inst | Fund | Spouse | $1,001 - $15,000 |
| Morgan Stanley Inst'al Frontier Mkts Portfolio Inc Fund | Fund | Spouse | $1,001 - $15,000 |
| Mylan N.V. | Stock | Spouse | None |
| ORLYO'Reilly Automotive, Inc. | Stock | Spouse | None |
| PAREXEL International Corporation | Stock | Spouse | None |
| PIMCO Investment Grade Corporate Bond Fund | Fund | Spouse | None |
| PowerShares Emerging Markets Sovereign Debt Portfolio | Stock | Spouse | None |
| Red Hat, Inc. | Stock | Spouse | None |
| ROKRockwell Automation, Inc. | Stock | Spouse | None |
| Rockwell Collins, Inc. | Stock | Spouse | None |
| DIASPDR Dow Jones Industrial Average ETF | Stock | Spouse | $50,001 - $100,000 |
| SBUXStarbucks Corporation | Stock | Spouse | None |
| TROWT. Rowe Price Group, Inc. | Stock | Spouse | None |
| TMOThermo Fisher Scientific Inc | Stock | Spouse | None |
| Time Warner Inc. New | Stock | Spouse | None |
| TJXTJX Companies, Inc. | Stock | Spouse | None |
| Undiscovered MG BH VL SL | Fund | Spouse | None |
| RTXUnited Technologies Corporation | Stock | Spouse | None |
| VVisa Inc. | Stock | Spouse | $1,001 - $15,000 |
| DISWalt Disney Company | Stock | Spouse | $1,001 - $15,000 |
| PACE ALTERNATIVE STRATEGIES INVESTMENTS CLASS P | Fund | Spouse | $1,001 - $15,000 |
| PACE GLOBAL REAL ESTATE INVESTMENTS CLASS P | Fund | Spouse | $1 - $1,000 |
| PACE HIGH YIELD INVESTMENTS CLASS P | Fund | Spouse | $1,001 - $15,000 |
| PACE IGLOBAL FIXED INCOME INVESTMENT FUND CLASS P | Fund | Spouse | $1,001 - $15,000 |
| PACE INTERMEDIATE FIXED INCOME INVESTMENTS CLASS P | Fund | Spouse | $1 - $1,000 |
| PACE INTERNATIONAL EMERGING MARKETS EQUITY INVESTMENTS CLASS P | Fund | Spouse | $1,001 - $15,000 |
| PACE INTERNATIONAL EQUITY INVESTMENTS CLASS P | Fund | Spouse | $1,001 - $15,000 |
| PACE LARGE CO GROWTH EQUITY INVESTMENTS CLASS P | Fund | Spouse | $1,001 - $15,000 |
| PACE LARGE CO VALUE EQUITY INVESTMENTS CLASS P | Fund | Spouse | $1,001 - $15,000 |
| PACE MORTGAGE-BACKED SECURITIES FIXED INCOME INVESTMENTS FUND CLASS P | Fund | Spouse | $1,001 - $15,000 |
| PACE SMALL / MEDIUM CO GROWTH EQUITY INVESTMENTS CLASS P | Fund | Spouse | $1,001 - $15,000 |
| PACE SMALL / MEDIUM CO VALUE EQUITY INVESTMENTS CLASS P | Fund | Spouse | $1,001 - $15,000 |
| PACE STRATEGIC FIXED INCOME INVESTMENTS CLASS P | Fund | Spouse | $1,001 - $15,000 |
| Xtec | Other | Member | $1,001 - $15,000 |
How reports are read: holdings methodology.