David P. Joyce Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed July 29, 2013. Includes 115 assets and 3 liabilities.

Year:

2013 2012

Est. Net Worth

-$506K

2013 annual disclosure

Total Assets

$193K - $645K

115 assets

Total Liabilities

$600K - $1.3M

3 liabilities

Total Trades

262

From PTR filings

Trade Volume

$7.2M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2012	$1M
2012	$1M
2013	-$506K
2013	$1.5M

Assets by Category

Real Estate$240K (8)

LLC / Partnership$75K (2)

Stocks$64K (42)

ETFs$24K (26)

Mutual Funds$8K (21)

Bank & Cash$8K (10)

Other$0 (4)

Insurance$0 (1)

Retirement & Pension$0 (1)

Top Stock Holdings (from trades)

Fidelity Limited Term Municipal Income FundFSTFX

$350K

iShares Russell 2000 ETFIWM

$347K

Vanguard Short-Term Corporate Bond ETFVCSH

$281K

iShares Russell 1000 Growth ETFIWF

$273K

Invesco QQQ Trust, Series 1QQQ

$223K

Touchstone Sands Small Cap Growth FundCISGX

$216K

Harbor InternationalHAINX

$208K

Golub Capital BDC, Inc.GBDC

$179K

All Assets (115)

Asset	Type	Owner	Value	Income
Parkview Living	Real Estate	Self	$15,001 - $50,000	Rent $2,501 - $5,000
Hilliard's Landing	Real Estate	Self	$15,001 - $50,000	Rent $2,501 - $5,000
Heritage Landing	Real Estate	Self	$100,001 - $250,000	Rent $5,001 - $15,000
The Face Value, LLC	LLC / Partnership	Self	$50,001 - $100,000	Capital Gains $1,001 - $2,500
1-10 McIntyre Avenue	Real Estate	Self	N/A	Rent $201 - $1,000
Energy Transfer LP(ET)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Enbridge Inc.(ENB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Cenovus Energy Inc.(CVE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Bank of Montreal(BMO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Verizon Communications Inc.(VZ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Gilead Sciences Inc.(GILD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Oracle Corporation(ORCL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Apple Inc.(AAPL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
SPDR Gold Shares ETF(GLD)	ETFs	Self	$1,001 - $15,000	None
iShares Core S&P 500 ETF(IVV)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Invesco QQQ Trust(QQQ)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
JP PELA Biotech Fund	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1 - $200
Fidelity Cash Account	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Adobe Inc.(ADBE)	Stocks	Self	N/A	None
Abbott Laboratories(ABT)	Stocks	Self	N/A	None
Russell 2000 Index Fund(IWM)	ETFs	Self	N/A	None
Bank of New York Mellon(BK)	Stocks	Self	N/A	None
Baxter International Inc.(BAX)	Stocks	Self	N/A	None
Broadcom Inc.(AVGO)	Stocks	Self	N/A	None
Canadian National Railway Company(CNI)	Stocks	Self	N/A	None
Chesapeake Energy Corporation(CHK)	Stocks	Self	N/A	None
Chevron Corporation(CVX)	Stocks	Self	N/A	None
Cisco Systems, Inc.(CSCO)	Stocks	Self	N/A	None
EMC Corporation(EMC)	Stocks	Self	N/A	None
Express Scripts Holding Company(ESRX)	Stocks	Self	N/A	None
Meta Platforms, Inc.(META)	Stocks	Self	N/A	None
General Electric Company(GE)	Stocks	Self	N/A	None
The Goldman Sachs Group, Inc.(GS)	Stocks	Self	N/A	None
Alphabet Inc.(GOOGL)	Stocks	Self	N/A	None
JPMorgan Chase & Co.(JPM)	Stocks	Self	N/A	None
Johnson & Johnson(JNJ)	Stocks	Self	N/A	None
MetLife, Inc.(MET)	Stocks	Self	N/A	None
Microsoft Corporation(MSFT)	Stocks	Self	N/A	None
NIKE, Inc. Class B(NKE)	Stocks	Self	N/A	None
Northeast Utilities(NU)	Stocks	Self	N/A	None
Decatur Decatur, GA, US	Real Estate	Self	N/A	Rent
Oleander US	Real Estate	Self	N/A	Rent
Phillips Manor US	Real Estate	Self	N/A	Rent
Rainbow Mfg	Stocks	Self	N/A	Dividends
Sweetwater	Stocks	Self	N/A	Dividends
Sugarloaf	Stocks	Self	N/A	Dividends
UnitedHealth Group(UNH)	Stocks	Self	N/A	Dividends
United Technologies(UTX)	Stocks	Self	N/A	Dividends
Wells Fargo(WFC)	Stocks	Self	N/A	Dividends
DPG S&P Trust	Mutual Funds	Self	N/A	Dividends
Dominion Resources(D)	Stocks	Self	N/A	Dividends
Johnson & Johnson(JNJ)	Stocks	Self	N/A	Dividends
GlaxoSmithKline(GSK)	Stocks	Self	N/A	Dividends
Coca Cola(KO)	Stocks	Self	N/A	Dividends
Hawthorn Farm LLC US	LLC / Partnership	Self	N/A	Rent
2330 Ponce de Leon Atlanta, GA, US	Real Estate	Self	N/A	Rent
Fidelity Advisor Asset	Mutual Funds	Self	N/A	Dividends
Fidelity Advisor International	Mutual Funds	Self	N/A	Dividends
Touchstone Sands Capital	Mutual Funds	Self	N/A	Capital Gains
PDP S&P Mid Cap ETF(PDP)	ETFs	Self	N/A	Dividends
Davis Prince Trust	Other	Self	N/A	Other
Dell & Wood MKT	Bank & Cash	Self	N/A	Interest
Allied Edwards	Bank & Cash	Self	N/A	Interest
American Funds	Mutual Funds	Self	N/A	Dividends
Touchstone Growth	Mutual Funds	Self	N/A	Dividends
J S White Rev Trust	Other	Self	N/A	Other
Sutter & Rock	Other	Self	N/A	Other
Pro Gold	Other	Self	N/A	Capital Gains
Spartan Int’l	Mutual Funds	Self	N/A	Dividends
SPDR Tech Asia ETF	ETFs	Self	N/A	Dividends
SPDR S&P 500 ETF(SPY)	ETFs	Self	N/A	Dividends
SPDR Gold Shares(GLD)	ETFs	Self	N/A	Capital Gains
SPDR Barclays Aggregate ETF(AGG)	ETFs	Self	N/A	Interest
SPDR DJ Wilshire REIT(RWR)	ETFs	Self	N/A	Dividends
iShares MSCI Value(IVE)	ETFs	Self	N/A	Dividends
iShares MSCI Growth(IVW)	ETFs	Self	N/A	Dividends
iShares S&P MidCap(IJH)	ETFs	Self	N/A	Dividends
iShares S&P SmallCap(IJR)	ETFs	Self	N/A	Dividends
iShares Nasdaq 100	ETFs	Self	N/A	Dividends
iShares Emerging Markets(EEM)	ETFs	Self	N/A	Dividends
Transamerica Life Insurance Co (Whole Life)	Insurance	Self	N/A	None
Vanguard Growth Index Fund	Mutual Funds	Self	N/A	None
Vanguard Mid-Cap ETF	ETFs	Self	N/A	None
Vanguard Total International Stock ETF	ETFs	Self	N/A	None
Vanguard Total Bond	Mutual Funds	Self	N/A	Interest
Vanguard Dividend Growth	Mutual Funds	Self	N/A	Dividends
Vanguard Balanced	Mutual Funds	Self	N/A	Dividends
JP Morgan Chase	Bank & Cash	Self	N/A	Interest
Capital One	Bank & Cash	Self	N/A	Interest
Bank of America	Bank & Cash	Self	N/A	Interest
Northern Trust	Bank & Cash	Self	N/A	Interest
T. Rowe Price	Mutual Funds	Self	N/A	None
Touchstone Sands Capital	Mutual Funds	Self	N/A	None
American Funds	Mutual Funds	Self	N/A	Dividends
Vanguard 529 Plan	Retirement & Pension	Self	N/A	Tax-Deferred
Interactive Brokers	Bank & Cash	Self	N/A	None
Facebook Inc. Class A(META)	Stocks	Self	N/A	Capital Gains
Apple Inc.(AAPL)	Stocks	Self	N/A	Dividends
FAGE International	Stocks	Self	N/A	Capital Gains
iShares MSCI EAFE ETF	ETFs	Self	N/A	Dividends
iShares Russell 2000 ETF	ETFs	Self	N/A	Dividends
T. Rowe Price Capital Appreciation	Mutual Funds	Self	N/A	Capital Gains
Fidelity Freedom Index 2060 Fund	Mutual Funds	Self	N/A	None
SPDR Gold ETF(GLD)	ETFs	Self	N/A	None
Schwab Index Fund	Mutual Funds	Self	N/A	Capital Gains
Russell Growth Fund	Mutual Funds	Self	N/A	Capital Gains
SPDR Russell Midcap ETF	ETFs	Self	N/A	Dividends
SPDR Portfolio High Yield Bond ETF	ETFs	Self	N/A	Interest
SPDR S&P MidCap ETF	ETFs	Self	N/A	Dividends
SPDR S&P 500 ETF(SPY)	ETFs	Self	N/A	Dividends
Franklin Growth Fund Class A	Mutual Funds	Self	N/A	Capital Gains
Vanguard Value ETF	ETFs	Self	N/A	Dividends
Lifelong Education 2020 Fund	Mutual Funds	Self	N/A	Capital Gains
6 Month Certificate of Deposit	Bank & Cash	Self	N/A	Interest
Wells Fargo Account	Bank & Cash	Self	N/A	Interest

Liabilities (3)

Creditor	Type	Amount	Rate	Term
Barclays Services	mortgage	$100,001 - $250,000	—	—
Personal residence	mortgage	$250,001 - $500,000	—	—
Fifth Third Bank	mortgage	$250,001 - $500,000	—	—

Trading Sector Allocation (from PTR trades)

Consumer Cyclical$145K

Financial Services$2.4M

Energy$233K

Healthcare$161K

Industrials$340K

Technology$649K

Basic Materials$41K

Insurance$16K

Utilities$41K

Communication Services$16K

Consumer Defensive$32K

Real Estate$49K

Retail Trade$16K

David P. Joyce trades Wealthiest members Most active traders OH delegation Articles

Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).