David P. Joyce
RepublicanOH·17 disclosed trades·10 tickers
Volume traded
$490.5K
gross buys + sells, not wealth
Net flow
−$409.5K
Median gap
410d
limit is 45d
Filed late
71%
12 of 17
Last trade
2025-01-10
Reported holdings, 31 December 2025
From their annual Financial Disclosure, filed 8/13/2026 — 79 assets, about $9.0M at the middle of each value range.
- IWF · iShares Russell 1000 Growth ETF (IWF)7.8%
- VCSH · Vanguard Short-Term Corporate Bond ETF (VCSH)4.6%
- FFRHX Fidelity Floating Rate High Income Fund4.1%
- Fidelity Limited Term Municipal Income Fund FSTFX3.9%
- ABMIX AMG Manager Fair Pointe Midcap Fund3.9%
- Other 74 assets76.1%
By type: Stock 44% · Mutual Fund 38% · Exchange Traded Fund 9% · Government Security 7% · Corporate Bond 2% · Bank Deposit 1%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
IWFiShares Russell 1000 Growth ETF (IWF)in David P. Joyce QSST Trust, David P. Joyce Trust | Stock | ≈ $700.0K | 7.8% | Self |
VCSHVanguard Short-Term Corporate Bond ETF (VCSH)in David P. Joyce Trust, Rita M. Joyce IRA | Stock | ≈ $415.0K | 4.6% | Self |
FFRHX Fidelity Floating Rate High Income Fundin David P. Joyce QSST Trust, David P. Joyce Trust | Government Security | ≈ $366.0K | 4.1% | Self |
Fidelity Limited Term Municipal Income Fund FSTFXin David P. Joyce QSST Trust | Mutual Fund | ≈ $350.0K | 3.9% | Self |
ABMIX AMG Manager Fair Pointe Midcap Fundin David P. Joyce Trust | Mutual Fund | ≈ $350.0K | 3.9% | Self |
Aston/Fairpointe Mid Cap I Fundin David P. Joyce Trust | Mutual Fund | ≈ $350.0K | 3.9% | Self |
Fidelity Limited Term Municipal Income Fundin David P. Joyce Trust | Mutual Fund | ≈ $350.0K | 3.9% | Self |
MAI MANAGEDin David P. Joyce Trust | Mutual Fund | ≈ $350.0K | 3.9% | Self |
OPPENHEIMER DEVELOPING MARKETSin David P. Joyce Trust | Mutual Fund | ≈ $350.0K | 3.9% | Self |
VANGUARD WINDSORin David P. Joyce Trust | Mutual Fund | ≈ $350.0K | 3.9% | Self |
SPY Spyder S&P 500 ETF Trustin DPJ & KAJ joint account | Exchange Traded Fund | ≈ $350.0K | 3.9% | Self |
FDRXX Fidelity Government Cash Reservesin David P. Joyce QSST Trust, David P. Joyce Trust | Government Security | ≈ $300.0K | 3.3% | Self |
MDYSPDR MidCap Trust Series I (MDY)in DPJ & KAJ joint account, David P. Joyce QSST Trust, Rita M. Joyce IRA | Stock | ≈ $231.0K | 2.6% | Self |
EFAiShares MSCI EAFE ETF (EFA)in DPJ & KAJ joint account, Rita M. Joyce IRA | Stock | ≈ $195.0K | 2.2% | Self |
ATSIX AMG GW&K US Small Cap Growthin David P. Joyce QSST Trust | Mutual Fund | ≈ $150.0K | 1.7% | Self |
The 15 largest of 79. The filed report lists every one.
The member's own statement of what they, their spouse and dependent children held on 31 December 2025. Values are ranges, so the dollar figure and shares use the middle of each range (the floor of an open-ended one), and an asset held in several accounts is their sum. Assets sold or emptied during the year are left out. 2 assets are valued "undetermined" and not counted.
Their most-traded tickers
What they hold it in
Fund / ETF
9
Stock
6
Stock (private)
1
Hedge Fund
1
Every disclosed trade
17 rows. Sort any column; Source opens the filed PDF.
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