Kelley Paul › Form 700
Kelley Paul: 2024 Annual statement
- Annual 2024
- Judge, Santa Clara County Superior Court · due 2025-03-03
- Filed
- 2025-03-03 · signed 03/03/2025 09:43 PM
- Source
- Read from the FPPC's structured data, checked against the PDF · the PDF (14 p.) · FPPC portal
Schedule A-1 · Investments (under 10%) 59
| Name | Business | Value | |
|---|---|---|---|
| AbbVie Inc (ABBV) | Biopharmaceutical company | $10,001–$100,000 | |
| Alibaba Group Holding Ltd - ADR (BABA) | Technology company specializing in e-commerce, retail, Internet, and technology | $10,001–$100,000 | |
| Alphabet Inc Class A (GOOGL) | Technology Company | $10,001–$100,000 | |
| Alphabet Inc Class C (GOOG) | Tech Company | $10,001–$100,000 | |
| Amazon.com Inc (AMZN) | Technology Company | $10,001–$100,000 | |
| Amgen, Inc. (AMGN) | Biopharmaceutical company | $10,001–$100,000 | |
| Apple Inc (AAPL) | Technology Company | $10,001–$100,000 | |
| AT&T Inc (T) | Multinational telecommnications holding company | $10,001–$100,000 | |
| Bank of America Corp (BAC) | Investment bank and financial services holding company | $10,001–$100,000 | |
| Blackstone Inc (BX) | Alternative investment management company | $10,001–$100,000 | |
| Bristol-Myers Squibb Co (BMY) | Pharmaceutical company | $2,000–$10,000 acquired 2024-03-18 disposed 2024-06-20 | |
| Chevron Corporation (CVX) | Energy corporation predominantly in oil and gas | $10,001–$100,000 | |
| Cisco Systems Inc (CSCO) | Digital communications technology conglomerate corporation | $10,001–$100,000 | |
| Direxion NASDAQ-100 Equal Weighted Index (QQQE) | 100 of largest domestic &international non-financial securities listed on NASDAQ capitalization based | $10,001–$100,000 | |
| Eaton Corporation PLC (ETN) | Power management company | $10,001–$100,000 | |
| Exxon Mobil Corp (XOM) | Multinational oil and gas corporation | $10,001–$100,000 | |
| Fidelity MSCI Communication Services Index ETF (FCOM) | Communication Services Exchange Traded Fund | $10,001–$100,000 | |
| Fidelity MSCI Consumer Discretionary Index ETF (FDIS) | Consumer Discretionary Sector Exchange Traded Fund | $10,001–$100,000 | |
| Fidelity MSCI Healthcare Index ETF (FHLC) | Healthcare Exchange Traded Fund | $10,001–$100,000 | |
| First Trust NASDAQ Technology Dividend Index Fund (TDIV) | Seeks to invest in NASDAQ Technology Dividend Index companies | $10,001–$100,000 | |
| Home Depot Inc (HD) | Home improvement retail corporation | $10,001–$100,000 | |
| Honeywell International Inc (HON) | Company focused on business, and safery and productivity solutions | $2,000–$10,000 | |
| Invesco S&P 500 Equal Weighted ETF (RSP) | Invests usingg equal-weight strategy in S&P 500 stocks | $10,001–$100,000 | |
| iShares Core Dividend Growth ETF (DGRO) | US stocks focused on dividend growth | $10,001–$100,000 | |
| iShares Core MSCI Total International Stock ETF (IXUS) | Index composed of large-, mid- and small-capitalization non-U.S. equities | $10,001–$100,000 | |
| iShares Core S&P 500 ETF (IVV) | Index composed of large-capitalization U.S. equities | $10,001–$100,000 | |
| iShares Core S&P Small-Cap ETF (IJR) | Index of Small-Capitalization US Equities | $10,001–$100,000 | |
| iShares S&P 100 ETF (OEF) | Index composed of 100 large-capitalization US equities. | $10,001–$100,000 | |
| Johnson &Johnson (JNJ) | Corporation that develops medical devices, pharmaceuticals, and consumer packaged goods | $10,001–$100,000 | |
| JPMorgan Chase &Co | Financial services company | $10,001–$100,000 | |
| Kenvue Inc (KVUE) | Consume Health Company | $10,001–$100,000 | |
| KraneShares CSI China Internet ETF (KWEB) | Index of China based internet tech companies | $10,001–$100,000 | |
| Lockheed Martin Corp (LMT) | Aerospace, arms, defense, information security, and technology corporation | $2,000–$10,000 | |
| Marathon Petroleum Corp (MPC) | Petroleum refining, marketing, and transportation company | $10,001–$100,000 | |
| Merck &Co Inc (MRK) | Pharmaceutical company | $10,001–$100,000 | |
| Meta Platforms Inc. Class A Comon Stock (META) | Technology Company | $10,001–$100,000 | |
| Microsoft Corp (MSFT) | Technology Company | $10,001–$100,000 | |
| Nestle ADR (NSRGY) | Food and drink processing conglomerate corporation | $2,000–$10,000 | |
| Oracle Corp (ORCL) | Tech Company | $10,001–$100,000 | |
| Paychex, Inc. (PAYX) | Provider of human resource, payroll, and benefits outsourcing services | $10,001–$100,000 | |
| Pfizer Inc. (PFE) | Pharmaceutical and biotechnology corporation | $10,001–$100,000 | |
| Phillips 66 (PSX) | Energy Company | $10,001–$100,000 | |
| ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | Track the performance of the S&P 500 Dividend Aristocrats Index | $2,000–$10,000 | |
| Qualcomm Inc (QCOM) | Semiconductors, software, and services related to wireless technology company | $10,001–$100,000 | |
| Republic Services, Inc. (RSG) | Waste disposal company | $10,001–$100,000 | |
| RTX Corp (RTX) | Multinational aerospace and defense company | $2,000–$10,000 | |
| Salesforce (CRM) | Cloud-based software company | $10,001–$100,000 | |
| Schwab Charles Corporation Common Stock (SCHW) | Multinational financial services company | $10,001–$100,000 | |
| Southern Co (SO) | Gas and electric utility holding company | $2,000–$10,000 | |
| Taiwan Semiconductor Mfg. Co. Ltd. (TSM) | Semiconductor contract manufacturing and design company | $10,001–$100,000 | |
| Technology Select Sector SPDR Fund (XLK) | Invests in companies from hardware, software, semiconductors, IT services, and electronics | $10,001–$100,000 | |
| UnitedHealth Group Inc (UNH) | Multinational health insurance and services company | $10,001–$100,000 | |
| VanEck Semiconductor ETF (SMH) | Fund invests in companies involved in semiconductor and equipment | $10,001–$100,000 | |
| Verizon Communications Inc. (VZ) | Telecommunications company | $2,000–$10,000 | |
| Walmart Inc (WMT) | Retail corporation | $10,001–$100,000 | |
| Walt Disney Co (DIS) | Mass media and entertainment conglomerate | $10,001–$100,000 | |
| Vaneck ETF TR Vaneck Gold Miners ETF (GDX) | Companies involved in gold mining industries. | $10,001–$100,000 | |
| iShares S&P Small-Cap 600 Value (IJS) | Small-capitalization U.S. equities that exhibit value characteristics | $10,001–$100,000 | |
| Nvidia (NVDA) | Semiconductors | $10,001–$100,000 acquired 2024-04-18 |
Schedule B · Real property 1
| Property | Value | Rental income | |
|---|---|---|---|
| 2003 Hicks Avenue, San Jose Ownership/Deed of Trust Loan: Flagstar, over $100,000, 2.939% | over $1,000,000 | $10,001–$100,000 Meredith Hall |
Schedule C · Income and business positions 1
| Source | Income | |
|---|---|---|
| Kelley Paul Kuliclk Rental Income · Owner · 2003 Hicks Avenue, San Jose, CA 95125 | $10,001–$100,000 Rental Income: Rental income, see Schedule B |