14 assets, filed Aug 6, 2026 (FD Original).
ADNCX
American Beacon ARK Transformational Innovation Fund - C Class · Mutual fund · Andrew Roth IRA
$1 - $1,000
BMY
Bristol-Myers Squibb Company Common Stock · Stock (public)
$1,001 - $15,000
Capital One Bank Account
Bank/brokerage account
$1,001 - $15,000
INTC
Intel Corporation - Common Stock · Stock (public) · Andrew Roth IRA
$1 - $1,000
MDU
MDU Resources Group, Inc. Common Stock · Stock (public) · Andrew Roth IRA
$1,001 - $15,000
MetLife Whole Life Insurance
WU
$50,001 - $100,000
NYS Deferred Compensation Plan 457(b) T Rowe Price Retirement date 2040 Trust
Other · NYS Deferred Compensation Plan 457(b)
$1,001 - $15,000
NYS Deferred Compensation Plan 457(b) T Rowe Price Retirement date 2045 Trust
Other · NYS Deferred Compensation Plan 457(b)
$1,001 - $15,000
PennMutual Whole Life
WU
$15,001 - $50,000
ROP
Roper Technologies, Inc. · Stock (public) · Andrew Roth IRA
$1,001 - $15,000
TD Bank Account
Bank/brokerage account
$1,001 - $15,000
AGTHX
The Growth Fund of America Class A Shares · Mutual fund · Andrew Roth IRA
$1,001 - $15,000
VMCCX
Virtus KAR Mid-Cap Core Fund C · Mutual fund · Andrew Roth IRA
$1,001 - $15,000
ZTS
Zoetis Inc. Class A Common Stock · Stock (public) · NYS Deferred Compensation Plan 457(b)
$1,001 - $15,000