David P. Joyce: Stock Portfolio, Performance and Latest Trades

David P. Joyce

U.S. Representative, OH-14

R Republican

Trades disclosed127
Bought / sold70 / 57
Est. volume$4.7M
Typical delay405 days

David P. Joyce's estimated portfolio today

Annual disclosure as of Dec 31, 2025 plus later trades, valued at the latest close.

StockShare of portfolioAverage buy priceReturnCurrent priceFirst boughtTrades
VCSHVanguard Short-Term Corporate Bond ETF
12.2%$77.11+0.2%$77.27Dec 11, 20180
MDYSPDR MidCap Trust Series I
7.51%$598.86+10.9%$663.94Sep 20, 20190
EFAiShares MSCI EAFE ETF
6.24%$94.53+9.1%$103.10Mar 29, 20180
XLKSPDR Select Sector Fund - Technology
6.18%$143.45+40.4%$201.39Held at end of 20210
EEMiShares MSCI Emerging Index Fund
5.45%$54.43+23.8%$67.37Held at end of 20210
KBESPDR S&P Bank ETF
4.51%$59.68+5.4%$62.89Mar 17, 20170
PCYInvesco Emerging Markets Sovereign Debt ETF
3.67%$20.72−3.9%$19.92Held at end of 20210
JNJJohnson & Johnson
2.42%$203.67+26.9%$258.45Held at end of 20210
PCLNThe Priceline Group Inc.
2.39%$25.05+25.4%$31.42Held at end of 20210
AAPLApple Inc.
2.37%$271.12+24.2%$336.67Held at end of 20210
PKBInvesco Dynamic Building & Construction ETF
2.35%$92.46−1.0%$91.54Mar 29, 20180
AMEAMETEK, Inc.
2.32%$204.38+21.6%$248.62Held at end of 20210
IWNiShares Russell 2000 Value ETF
2.23%$179.33+17.1%$210.02Dec 31, 20190
VTVVanguard Value ETF - DNQ
2.21%$188.14+16.0%$218.21Held at end of 20210
IWMiShares Russell 2000 ETF
2.17%$244.50+13.6%$277.70Mar 29, 20180
VEAVanguard FTSE Developed Markets ETF
2.17%$61.88+13.5%$70.26May 18, 20170
GOOGAlphabet Inc. - Class C Capital Stock
2.12%$313.19+10.9%$347.37Held at end of 20210
CCitigroup, Inc.
2.11%$114.95+10.8%$127.32Held at end of 20210
COSTCostco Wholesale Corporation
2.09%$858.55+9.7%$942.25Held at end of 20210
VVisa Inc.
2.04%$348.62+6.7%$372.10Held at end of 20210
BLKBlackRock, Inc.
1.94%$1,053.05+1.6%$1,069.63Mar 29, 20180
JNKSPDR Bloomberg Barclays High Yield Bond ETF
1.91%$92.48+0.3%$92.76Held at end of 20210
GEGeneral Electric Company
1.88%$307.20−1.2%$303.62Held at end of 20210
AMTAmerican Tower Corporation
1.86%$170.35−2.4%$166.18Held at end of 20210
GBDCGolub Capital BDC, Inc.
1.82%$12.54−4.3%$12.00Dec 21, 20180
ICEIntercontinental Exchange Inc.
1.82%$160.31−4.8%$152.59Held at end of 20210
QQQInvesco QQQ Trust, Series 1
1.74%$612.22+23.8%$757.73Mar 29, 20180
BABoeing Company
1.65%$217.12−13.3%$188.32Held at end of 20210
CMCSAComcast Corporation - Class A
1.48%$27.00−22.5%$20.94Held at end of 20210
ADBEAdobe Systems Incorporated
1.27%$349.99−33.5%$232.77Held at end of 20210
KMIKinder Morgan, Inc.
0.56%$26.73+19.1%$31.82Jul 3, 20170
IWSiShares Russell Mid-cap Value ETF
0.55%$139.68+16.5%$162.78Held at end of 20210
UNHUnitedHealth Group Incorporated
0.55%$323.71+16.1%$375.98Mar 29, 20180
MLPIUBS AG ETN
0.54%$44.94+14.1%$51.29Mar 17, 20170
DBEFXtrackers MSCI EAFE Hedged Equity ETF
0.53%$48.11+13.9%$54.78Jan 5, 20170
VBKVanguard Small-Cap Growth ETF - DNQ
0.53%$301.19+13.6%$342.24Held at end of 20210
AMZNAmazon.com, Inc.
0.53%$230.82+12.6%$259.92Jul 3, 20170
VBRVanguard Small-Cap Value ETF - DNQ
0.52%$208.72+11.2%$232.17Held at end of 20210
TRPTransCanada Corporation
0.52%$53.40+10.4%$58.94Held at end of 20210
VIGVanguard Div Appreciation ETF - DNQ
0.51%$217.14+9.1%$236.99Held at end of 20210
XLISPDR Select Sector Fund - Industrial
0.51%$153.89+9.1%$167.84Held at end of 20210
PGProcter & Gamble Company
0.49%$140.19+5.4%$147.82Held at end of 20210
IWPiShares Russell Midcap Growth ETF
0.49%$136.57+3.6%$141.46Held at end of 20210
UPSUnited Parcel Service, Inc.
0.46%$94.69−2.5%$92.29Jul 3, 20170
CTSHCognizant Technology Solutions Corporation - Class A
0.33%$81.52−30.0%$57.07Held at end of 20210
NKENike, Inc.
0.26%$62.07−44.6%$34.36Jul 3, 20170

David P. Joyce's buys and sells

Jan 5, 2017 to Jan 10, 2025, 120 disclosed after the 45-day deadline.

StockActionAmountTradedDisclosed
MAI Managed
Sold part$50K–$100KJan 10, 2025Feb 7, 202528 days later
MAI Managed Income FundOther
Sold part$50K–$100KNov 19, 2024Dec 18, 202429 days later
BLKBlackRock, Inc.
Sold$15K–$50KJun 30, 2023Aug 6, 2024403 days later · late
GBDCGolub Capital BDC, Inc. Closed End Fund
Sold part$1K–$15KJun 30, 2023Aug 6, 2024403 days later · late
XBISPDR Series Trust SPDR S&P Biotech ETF
Sold$15K–$50KJun 30, 2023Aug 6, 2024403 days later · late
TRPTC Energy Corporation
Sold$1K–$15KJun 23, 2023Aug 6, 2024410 days later · late
CCitigroup, Inc.
Sold$1K–$15KJun 22, 2023Aug 6, 2024411 days later · late
BABoeing Company
Sold$15K–$50KJun 19, 2023Aug 6, 2024414 days later · late
GBDCGolub Capital BDC, Inc. Closed End Fund
Sold part$15K–$50KJun 19, 2023Aug 6, 2024414 days later · late
IWFiShares Russell 1000 Growth ETF
Sold part$15K–$50KJun 19, 2023Aug 6, 2024414 days later · late
IWFiShares Russell 1000 Growth ETF
Sold part$15K–$50KJun 19, 2023Aug 6, 2024414 days later · late
GBDCGolub Capital BDC, Inc.
Sold$15K–$50KJul 14, 2022Aug 6, 2024754 days later · late
VCSHVanguard Short-Term Corporate Bond ETF
Bought$15K–$50KJul 14, 2022Aug 6, 2024754 days later · late
GBDCGolub Capital BDC, Inc.
Sold$15K–$50KJul 12, 2022Aug 6, 2024756 days later · late
PAVEGlobal X Funds Global X U.S. Infrastructure Development ETF
Sold$1K–$15KMay 19, 2022Jun 9, 202221 days later
PPAInvesco Aerospace & Defense ETF
Bought$1K–$15KMay 19, 2022Jun 9, 202221 days later
VCSHVanguard Short-Term Corporate Bond ETF
Sold$1K–$15KMay 17, 2022Jun 9, 202223 days later
AMJJPMorgan Chase Capital XVI JP Morgan Alerian MLP ETN
Sold$1K–$15KSep 14, 2021Sep 30, 202116 days later
MDYSPDR MidCap Trust Series I
Bought$1K–$15KSep 14, 2021Sep 30, 202116 days later
PAVEglobal X Funds global X U.S. Infrastructure Development ETF
Bought$1K–$15KDec 11, 2020Jul 27, 2021228 days later · late
PAVEglobal X Funds global X U.S. Infrastructure Development ETF
Bought$1K–$15KDec 9, 2020Jul 27, 2021230 days later · late
IWMiShares Russell 2000 ETF
Sold$1K–$15KDec 9, 2020Jul 27, 2021230 days later · late
IWMiShares Russell 2000 ETF
Sold$1K–$15KDec 2, 2020Jul 27, 2021237 days later · late
FIDELITY LIMITED TERM MUNI INCOME FUND [gS]
Sold$15K–$50KJul 2, 2020Jul 27, 2021390 days later · late
IEFAiShares Core MSCI EAFE ETF
Sold$15K–$50KJun 26, 2020Jul 27, 2021396 days later · late
IVViShares Core S&P 500 ETF
Sold$15K–$50KJun 26, 2020Jul 27, 2021396 days later · late
IWMiShares Russell 2000 ETF
Sold$15K–$50KJun 26, 2020Jul 27, 2021396 days later · late
SPYSPDR S&P 500
Bought$1K–$15KJun 8, 2020Jul 27, 2021414 days later · late
KBESPDR S&P bank ETF (KbE)
Bought$1K–$15KJun 8, 2020Jul 27, 2021414 days later · late
VONEVanguard Russell 1000 ETF
Bought$50K–$100KMar 26, 2020Jul 27, 2021488 days later · late
SPYSPDR S&P 500
Bought$1K–$15KMar 11, 2020Jul 27, 2021503 days later · late
GBDCgolub Capital bDC, Inc. (gbDC)
Bought$1K–$15KFeb 25, 2020Jul 27, 2021518 days later · late
Fidelity Advisor Real Eastate Income Z FIKMXOther
Sold$15K–$50KJan 15, 2020Jul 27, 2021559 days later · late
FIDELITY LIMITED TERM MUNI INCOME FUNDOther
Sold$1K–$15KJan 15, 2020Jul 27, 2021559 days later · late
Fidelity Advisor Real Estate Income Z (fikmx) [Ab]
Bought$1K–$15KDec 31, 2019Jul 30, 2020212 days later · late
IWNiShares Russell 2000 Value ETF
Bought$1K–$15KDec 31, 2019Jul 30, 2020212 days later · late
IVEiShares S&P 500 Value ETF
Bought$1K–$15KDec 31, 2019Jul 30, 2020212 days later · late
Fidelity Advisor Real Estate Income Z (fikmx) [Ab]
Bought$15K–$50KSep 30, 2019Jul 30, 2020304 days later · late
Fidelity Advisor Real Estate income Z (fikmx) [Ab]
Bought$15K–$50KSep 30, 2019Jul 30, 2020304 days later · late
MDYSPDR MidCap Trust Series I
Bought$1K–$15KSep 20, 2019Jul 30, 2020314 days later · late
IVViShares Core S&P 500 ETF
Bought$15K–$50KJul 24, 2019Jul 30, 2020372 days later · late
IJHiShares Core S&P Mid-Cap ETF
Bought$1K–$15KJul 24, 2019Jul 30, 2020372 days later · late
IJRiShares Core S&P Small-Cap ETF
Bought$1K–$15KJul 24, 2019Jul 30, 2020372 days later · late
AMJJPMorgan Chase Capital XVI JP Morgan Alerian MLP ETN
Sold$1K–$15KJul 8, 2019Jul 30, 2020388 days later · late
SPYSPDR S&P 500
Bought$1K–$15KJun 21, 2019Jul 30, 2020405 days later · late
VEAVanguard FTSE Developed Markets ETF
Bought$1K–$15KJun 21, 2019Jul 30, 2020405 days later · late
Fidelity FL High Income (ffrhx) [Ab]
Sold$15K–$50KMay 30, 2019Jul 30, 2020427 days later · late
GBDCgolub Capital bDC, Inc. (gbDC)
Bought$15K–$50KMay 30, 2019Jul 30, 2020427 days later · late
buckeye OH Cent Loc Sch Dist.Bond
Bought$50K–$100KApr 3, 2019Jul 30, 2020484 days later · late
bessemer AL gO bd.Bond
Bought$50K–$100KApr 2, 2019Jul 30, 2020485 days later · late
Delaware OH Cry Sch Dist.Bond
Bought$50K–$100KMar 28, 2019Jul 30, 2020490 days later · late
brookville OH Loc Sch DistBond
Bought$50K–$100KMar 27, 2019Jul 30, 2020491 days later · late
East Muskingum OH Loc Sch Dist.Bond
Bought$50K–$100KMar 25, 2019Jul 30, 2020493 days later · late
Fidelity FL Rt High Income (ffhrx) [Ab]
Sold$100K–$250KMar 22, 2019Jul 30, 2020496 days later · late
Fidelity Limited Term Municipal Inc. (fstfx) [Ab]
Bought$15K–$50KMar 22, 2019Jul 30, 2020496 days later · late
VCSHVanguard Short-Term Corporate bond ETF
Bought$15K–$50KMar 22, 2019Jul 30, 2020496 days later · late
IEFAiShares Core MSCI EAFE ETF
Bought$15K–$50KMar 4, 2019Jul 30, 2020514 days later · late
IVViShares Core S&P 500 ETF
Bought$1K–$15KMar 4, 2019Jul 30, 2020514 days later · late
IJHiShares Core S&P Mid-Cap ETF
Bought$15K–$50KMar 4, 2019Jul 30, 2020514 days later · late
IJRiShares Core S&P Small-Cap ETF
Bought$15K–$50KMar 4, 2019Jul 30, 2020514 days later · late
QQQInvesco QQQ Trust, Series 1
Sold$1K–$15KJan 10, 2019Jul 30, 2020567 days later · late
QQQInvesco QQQ Trust, Series 1
Sold$1K–$15KJan 10, 2019Jul 30, 2020567 days later · late
VGTVanguard Information Tech ETF (VgT)
Bought$1K–$15KJan 10, 2019Jul 30, 2020567 days later · late
Aston/Fairpointe Mid Cap 1 fund [Ab]
Sold$100K–$250KDec 21, 2018May 8, 2019138 days later · late
GBDCgolub Capital bDC, Inc. (gbDC)
Bought$15K–$50KDec 21, 2018May 8, 2019138 days later · late
IWMiShares Russell 2000 ETF
Sold$100K–$250KDec 21, 2018May 8, 2019138 days later · late
Vanguard/Windsor II Admiral (vwnax) [Ab]
Bought$1K–$15KDec 18, 2018May 8, 2019141 days later · late
MAI Managed Volatility Fund (maipx) [Ab]
Bought$1K–$15KDec 14, 2018May 8, 2019145 days later · late
Fidelity High Income Fund [Ab]
Sold$50K–$100KDec 11, 2018May 8, 2019148 days later · late
Fidelity Limited Term Municipal (fstfx) [Ab]
Bought$100K–$250KDec 11, 2018May 8, 2019148 days later · late
Fidelity Limited Term Municipal Inc (fstfx) [Ab]
Bought$100K–$250KDec 11, 2018May 8, 2019148 days later · late
Harbor International (hainx) [Ab]
Bought$15K–$50KDec 11, 2018May 8, 2019148 days later · late
Harbor International HAINX [Ab]
Sold$100K–$250KDec 11, 2018May 8, 2019148 days later · late
PKBInvesco Dynamic building & Construction ETF (PKb)
Sold$15K–$50KDec 11, 2018May 8, 2019148 days later · late
PCYInvesco Emerging Markets Sovereign Debt ETF
Sold$15K–$50KDec 11, 2018May 8, 2019148 days later · late
QQQInvesco QQQ Trust, Series 1
Sold$50K–$100KDec 11, 2018May 8, 2019148 days later · late
IWOiShares Russell 2000 growth ETF (IWo)
Sold$15K–$50KDec 11, 2018May 8, 2019148 days later · late
MAI Managed Volatility Fund (maipx) [Ab]
Bought$50K–$100KDec 11, 2018May 8, 2019148 days later · late
MAI Managed Volatility Fund (maipx) [Ab]
Bought$100K–$250KDec 11, 2018May 8, 2019148 days later · late
JNKSPDR bloomberg barclays High Yield bond ETF
Sold$50K–$100KDec 11, 2018May 8, 2019148 days later · late
Templeton global bond [Ab]
Sold$50K–$100KDec 11, 2018May 8, 2019148 days later · late
VCSHVanguard Short-Term Corporate bond ETF
Bought$100K–$250KDec 11, 2018May 8, 2019148 days later · late
VCSHVanguard Short-Term Corporate bond ETF
Bought$15K–$50KDec 11, 2018May 8, 2019148 days later · late
SPYSPDR S&P 500
Bought$15K–$50KOct 26, 2018May 8, 2019194 days later · late
MDYSPDR MidCap Trust Series I
Sold$15K–$50KSep 5, 2018May 8, 2019245 days later · late
Stone Ridge Reinsurance Fund [Ab]
Sold$15K–$50KAug 17, 2018May 8, 2019264 days later · late
Vanguard/Windsor II Admiral (vwnax) [Ab]
Bought$1K–$15KJun 15, 2018May 8, 2019327 days later · late
JNKSPDR bloomberg barclays High Yield bond ETF
Sold$15K–$50KJun 6, 2018May 8, 2019336 days later · late
BLKblackRock, Inc. (bLK)
Bought$15K–$50KMar 29, 2018May 8, 2019405 days later · late
DISCADiscovery, Inc. Series A
Sold$1K–$15KMar 29, 2018May 8, 2019405 days later · late
PKBInvesco Dynamic building & Construction ETF (PKb)
Bought$1K–$15KMar 29, 2018May 8, 2019405 days later · late
PKBInvesco Dynamic building & Construction ETF (PKb)
Bought$1K–$15KMar 29, 2018May 8, 2019405 days later · late
QQQInvesco QQQ Trust, Series 1
Bought$1K–$15KMar 29, 2018May 8, 2019405 days later · late
QQQInvesco QQQ Trust, Series 1
Bought$50K–$100KMar 29, 2018May 8, 2019405 days later · late
QQQInvesco QQQ Trust, Series 1
Bought$15K–$50KMar 29, 2018May 8, 2019405 days later · late
EFAiShares MSCI EAFE ETF
Bought$1K–$15KMar 29, 2018May 8, 2019405 days later · late
IWMiShares Russell 2000 ETF
Bought$50K–$100KMar 29, 2018May 8, 2019405 days later · late
AMJJPMorgan Chase Capital XVI JP Morgan Alerian MLP ETN
Bought$1K–$15KMar 29, 2018May 8, 2019405 days later · late
MAI MANAgED VoLATILITY (maipx) [Ab]
Sold$50K–$100KMar 29, 2018May 8, 2019405 days later · late
MAI Managed Volatilty Fund MAIPXOther
Sold$100K–$250KMar 29, 2018May 8, 2019405 days later · late
MRKMerck & Company, Inc.
Sold$1K–$15KMar 29, 2018May 8, 2019405 days later · late
NKENike, Inc.
Bought$1K–$15KMar 29, 2018May 8, 2019405 days later · late
oppenheimer Developing Markets (odvyx) [Ab]
Bought$15K–$50KMar 29, 2018May 8, 2019405 days later · late
KBESPDR S&P bank ETF (KbE)
Bought$1K–$15KMar 29, 2018May 8, 2019405 days later · late
UNHUnitedHealth group Incorporated
Bought$1K–$15KMar 29, 2018May 8, 2019405 days later · late
gS S&P 500 buffered Equity fund [oT]
Sold$50K–$100KMar 23, 2018May 8, 2019411 days later · late
VEAVanguard FTSE Developed Markets ETF
Bought$1K–$15KJan 16, 2018May 8, 2019477 days later · late
MDYSPDR MidCap Trust Series I
Sold$1K–$15KJul 12, 2017May 8, 2019665 days later · late
SPYSPDR S&P 500
Bought$1K–$15KJul 12, 2017May 8, 2019665 days later · late
AMZNAmazon.com, Inc.
Bought$1K–$15KJul 3, 2017May 8, 2019674 days later · late
DVMTDell Technologies Inc. Class V
Sold$1K–$15KJul 3, 2017May 8, 2019674 days later · late
GEgeneral Electric Company (gE)
Sold$15K–$50KJul 3, 2017May 8, 2019674 days later · late
KMIKinder Morgan, Inc.
Bought$1K–$15KJul 3, 2017May 8, 2019674 days later · late
METMetLife, Inc.
Sold$15K–$50KJul 3, 2017May 8, 2019674 days later · late
NKENike, Inc.
Bought$1K–$15KJul 3, 2017May 8, 2019674 days later · late
OXYoccidental Petroleum Corporation (oXY)
Sold$1K–$15KJul 3, 2017May 8, 2019674 days later · late
UPSUnited Parcel Service, Inc.
Bought$1K–$15KJul 3, 2017May 8, 2019674 days later · late
WHITINg PETE [oT]
Sold$1K–$15KJul 3, 2017May 8, 2019674 days later · late
EFAiShares MSCI EAFE ETF
Sold$15K–$50KMay 18, 2017May 8, 2019720 days later · late
VEAVanguard FTSE Developed Markets ETF
Bought$15K–$50KMay 18, 2017May 8, 2019720 days later · late
QQQPowerShares QQQ Trust, Series 1
Sold$1K–$15KMar 17, 2017May 8, 2019782 days later · late
KBESPDR S&P bank ETF (KbE)
Bought$1K–$15KMar 17, 2017May 8, 2019782 days later · late
MLPIUbS Ag ETN
Bought$1K–$15KMar 17, 2017May 8, 2019782 days later · late
iShares Nasdaq biotechnology Index Fund (Ibb)
Sold$1K–$15KFeb 23, 2017May 8, 2019804 days later · late
XBISPDR Series Trust SPDR S&P biotech ETF (XbI)
Bought$1K–$15KFeb 23, 2017May 8, 2019804 days later · late
EFAiShares MSCI EAFE ETF
Sold$1K–$15KJan 5, 2017May 8, 2019853 days later · late
DBEFXtrackers MSCI EAFE Hedged Equity ETF (DbEF)
Bought$1K–$15KJan 5, 2017May 8, 2019853 days later · late

David P. Joyce's portfolio by sector

Share of the estimated stock portfolio.

8.4%Financials
SectorShareValueHoldings
Other71%~$2.4M25
Financials8.5%~$287.9K5
Technology6.3%~$214.2K4
Industrials4.0%~$136.2K3
Consumer Staples2.6%~$88.2K2
Health Care2.4%~$82.5K1
Real Estate1.9%~$63.4K1
Communication Services1.5%~$50.4K1
Energy1.1%~$36.7K2
Consumer Discretionary0.5%~$18K1
Materials0.3%~$8.9K1

Portfolio performance: David P. Joyce vs. benchmarks

Copying everything that was public: the holdings in each annual financial disclosure, bought on the day it was published, and every trade on the day it was disclosed. Since May 10, 2019.

  • You, copying after each disclosure – estimated value
  • S&P 500
  • Nasdaq-100
−40%−20%0%+20%+40%+60%+80%+100%+120%OctJulApr2024OctJulApr+117%Nasdaq-100+91%S&P 500+55%You, copying
Oct 1, 2021 to Oct 7, 2026, buying on disclosure dates; call options valued with their leverage (strike and expiry from the disclosure); prices adjusted for dividends and splits.
Total returnPer year
You, copying after each disclosure – estimated value+55.0%+9.1%
S&P 500+91.4%+13.8%
Nasdaq-100+116.8%+16.7%

David P. Joyce's most traded stocks

Number of disclosed buys and sells per stock.

StockBuysSells
QQQInvesco QQQ Trust, Series 1
34
GBDCGolub Capital BDC, Inc. - Closed End Fund
34
VCSHVanguard Short-Term Corporate bond ETF
41
SPYSPDR S&P 500
50
IWMiShares Russell 2000 ETF
14
MDYSPDR MidCap Trust Series I
22
IVViShares Core S&P 500 ETF
21
VEAVanguard FTSE Developed Markets ETF
30
KBESPDR S&P bank ETF (KbE)
30
EFAiShares MSCI EAFE ETF
12
PAVEglobal X Funds global X U.S. Infrastructure Development ETF
21
PKBInvesco Dynamic building & Construction ETF (PKb)
21

Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.