David P. Joyce

David P. Joyce

U.S. RepresentativeOH1410 filings170 transactions
View on House Disclosures

Total Purchases (max)

$3.8M

Total Sales (max)

$375K

Net Portfolio Value

$3.5M

42 active positions of 90 total · Using max values from amount ranges

#Ticker↕Asset↕Purchases↕Sales↕Net Value↓Txns↕% of Portfolio
1VCSHRollover Vanguard Short-Term Corporate Bond ETF$400K$15K$385K511.2%
2—Fidelity Limited Term Municipal (fstfx) [Ab]$250K—$250K17.2%
3—David P. Joyce QSST Trust Fidelity Limited Term Municipal Inc (fstfx) [Ab]$250K—$250K17.2%
4—MAI Managed Volatility Fund (maipx) [Ab]$250K—$250K17.2%
5IWFDavid P. Joyce QSST Trust iShares Russell 1000 Growth ETF$300K$100K$200K45.8%
6KBE& KAJ joint account SPDR S&P bank ETF$160K—$160K64.6%
7VEA& KAJ joint account Vanguard FTSE Developed Markets ETF$130K—$130K43.8%
8SPY& KAJ joint account SPDR S&P 500$125K—$125K63.6%
9PKBInvesco Dynamic building & Construction ETF$175K$50K$125K83.6%
10VONEVanguard Russell 1000 ETF$100K—$100K12.9%
11—buckeye OH Cent Loc Sch Dist.$100K—$100K12.9%
12—bessemer AL gO bd.$100K—$100K12.9%
13—Delaware OH Cry Sch Dist.$100K—$100K12.9%
14—brookville OH Loc Sch Dist$100K—$100K12.9%
15—East Muskingum OH Loc Sch Dist.$100K—$100K12.9%
16—Rita M. Joyce IRA MAI Managed Volatility Fund (maipx) [Ab]$100K—$100K12.9%
17—40054L2M5$100K—$100K12.9%
18IJHDavid P. Joyce Trust iShares Core S&P Mid-Cap ETF$65K—$65K21.9%
19IJRDavid P. Joyce Trust iShares Core S&P Small-Cap ETF$65K—$65K21.9%
20—Fidelity Advisor Real Estate Income Z (fikmx) [Ab]$50K—$50K11.4%
21—David P. Joyce Trust Fidelity Advisor Real Estate income Z (fikmx) [Ab]$50K—$50K11.4%
22—David P. Joyce Trust Fidelity Limited Term Municipal Inc. (fstfx) [Ab]$50K—$50K11.4%
23—Harbor International (hainx) [Ab]$50K—$50K11.4%
24—Rollover oppenheimer Developing Markets (odvyx) [Ab]$50K—$50K11.4%
25NKERollover Nike, Inc.$45K—$45K31.3%
26MLPIUBS Ag ETN$45K—$45K31.3%
27AMZNAmazon.com, Inc.$30K—$30K20.9%
28KMIRita M. Joyce IRA Kinder Morgan, Inc.$30K—$30K20.9%
29UPS& KAJ joint account United Parcel Service, Inc.$30K—$30K20.9%
30DBEFXtrackers MSCI EAFE Hedged Equity ETF$30K—$30K20.9%
31QQQRita M. Joyce IRA Invesco QQQ Trust, Series 1$165K$145K$20K70.6%
32PAVEGlobal X Funds Global X U.S. Infrastructure Development ETF$30K$15K$15K30.4%
33PPA& KAJ joint account Invesco Aerospace & Defense ETF$15K—$15K10.4%
34IVVDavid P. Joyce QSST Trust iShares Core S&P 500 ETF$65K$50K$15K30.4%
35—David P. Joyce Trust Fidelity Advisor Real Estate Income Z (fikmx) [Ab]$15K—$15K10.4%
36IWNDavid P. Joyce Trust iShares Russell 2000 Value ETF$15K—$15K10.4%
37IVERita M. Joyce IRA iShares S&P 500 Value ETF$15K—$15K10.4%
38VGT& KAJ joint account Vanguard Information Tech ETF$15K—$15K10.4%
39—David P. Joyce Trust Vanguard/Windsor II Admiral (vwnax) [Ab]$15K—$15K10.4%
40—David P. Joyce Trust MAI Managed Volatility Fund (maipx) [Ab]$15K—$15K10.4%
41—Rita M. Joyce IRA Vanguard/Windsor II Admiral (vwnax) [Ab]$15K—$15K10.4%
42UNHRollover UnitedHealth group Incorporated Common Stock$15K—$15K10.4%
43BLKBlackRock, Inc.$50K$50K$02—
44IEFADavid P. Joyce QSST Trust iShares Core MSCI EAFE ETF$50K$50K$02—
45QIHU& KAJ joint account Qihoo 360 Technology Co. Ltd. American Depositary Shares, every 2 of which representing three Class A ordinary Shares——$01—
46TRPRollover TC Energy Corporation—$15K-$15K1—
47CRollover Citigroup, Inc.—$15K-$15K1—
48AMJJPMorgan Chase Capital XVI JP Morgan Alerian MLP ETN$15K$30K-$15K3—
49—FIDELITY LIMITED TERM MUNI INCOME FUND—$15K-$15K1—
50DISCARollover Discovery, Inc. - Series A—$15K-$15K1—
51MRKDavid P. Joyce Trust Merck & Company, Inc. Common Stock—$15K-$15K1—
52—David P. Joyce Trust WHITING PETE [oT]—$15K-$15K1—
53WLL& KAJ joint account Whiting Petroleum Corporation—$15K-$15K1—
54—David P. Joyce Trust PowerShares QQQ Trust, Series 1—$15K-$15K1—
55RYHRollover guggenheim S&P 500 Equal Weight Healthcare ETF—$15K-$15K1—
56—Rollover touchstone sands capital growth—$15K-$15K1—
57NRERollover NorthStar Realty Europe Corp.—$15K-$15K1—
58NRFNorthStar Realty Finance Corp. Common Stock—$15K-$15K1—
59XBIRita M. Joyce IRA SPDR Series Trust SPDR S&P Biotech ETF$30K$50K-$20K3—
60DVMTRollover Dell Technologies Inc. Class V—$30K-$30K2—
61OXYRollover occidental Petroleum Corporation—$30K-$30K2—
62—& KAJ joint account iShares Nasdaq biotechnology Index Fund (Ibb)—$30K-$30K2—
63GBDCGolub Capital BDC, Inc. - Closed End Fund$115K$165K-$50K7—
64BARollover Boeing Company—$50K-$50K1—
65MDY& KAJ joint account SPDR MidCap Trust Series I$30K$80K-$50K5—
66—FIDELITY LIMITED TERM MUNI INCOME FUND [gS]—$50K-$50K1—
67—Fidelity Advisor Real Eastate Income Z FIKMX—$50K-$50K1—
68—David P. Joyce QSST Trust Fidelity FL High Income (ffrhx) [Ab]—$50K-$50K1—
69PCYDavid P. Joyce QSST Trust Invesco Emerging Markets Sovereign Debt ETF—$50K-$50K1—
70IWODavid P. Joyce Trust iShares Russell 2000 growth ETF—$50K-$50K1—
71—Rollover Stone Ridge Reinsurance Fund [Ab]—$50K-$50K1—
72—David P. Joyce Trust general Electric Company (gE)—$50K-$50K1—
73—& KAJ joint account general Electric Company (gE)—$50K-$50K1—
74—ATSIX—$50K-$50K1—
75—MAI Managed—$100K-$100K1—
76—MAI Managed Income Fund—$100K-$100K1—
77—Rollover Fidelity High Income Fund [Ab]—$100K-$100K1—
78—Rollover Templeton global bond [Ab]—$100K-$100K1—
79—Rollover MAI MANAGED VOLATILITY (maipx) [Ab]—$100K-$100K1—
80—David P. Joyce QSST Trust gS S&P 500 buffered Equity fund [oT]—$100K-$100K1—
81METRollover MetLife, Inc.—$100K-$100K2—
82—Rollover Aston Small Capitol—$100K-$100K1—
83EFARita M. Joyce IRA iShares MSCI EAFE ETF$15K$130K-$115K5—
84JNK& KAJ joint account SPDR bloomberg barclays High Yield bond ETF—$150K-$150K2—
85IWMDavid P. Joyce QSST Trust iShares Russell 2000 ETF$150K$360K-$210K8—
86—Rita M. Joyce IRA Fidelity FL Rt High Income (ffhrx) [Ab]—$250K-$250K1—
87—Rollover Aston/Fairpointe Mid Cap 1 fund [Ab]—$250K-$250K1—
88—David P. Joyce Trust Harbor International HAINX [Ab]—$250K-$250K1—
89—David P. Joyce Trust MAI Managed Volatilty Fund MAIPX—$250K-$250K1—
90—CISGX—$300K-$300K2—