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Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

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← All congress trades
← Congress trades
JC

Joe Courtney

U.S. House·CT·last disclosed 2022-04-12
Disclosed book · year-end value
$1.78M
midpoint est. · $840K+ — not market value
73 holdings · $1.49M equity · $297K non-equity
Our verdict on their book · $-weighted, equity only
Avoid0.5%Not covered99.5%
Disclosed trades
129
Buys · Sells
73 · 56
Median reporting lag
28d
avg 62d to disclose
Last disclosed
2022-04-12
Trade cadence · buys above, sells below · last 12 mo
Dec
Feb
Mar
May
Aug
Oct
Mar
Apr

What Joe Courtney owns now

Year-end holdings from their latest annual disclosure · 73 holdings · as of 2024

BB
BBUS
$100K–$250K10%
No call
T
T. Rowe Price Retirement 2025non-equity
$100K–$250K10%
JI
JIRE
$100K+6%
No call
TF
TFI
$50.0K–$100K4%
No call
JB
JBND
$50.0K–$100K4%
No call
JC
JCPB
$50.0K–$100K4%
No call
S
Sweep Accountnon-equity
$17.0K–$80.0K3%
M
M&T Bank Accountsnon-equity
$15.0K–$50.0K2%
▸Show all 73 holdings
N
None Mass Mutual Whole Life Policynon-equity
$15.0K–$50.0K2%
RF
RFDTX
$15.0K–$50.0K2%
No call
IV
IVV
$15.0K–$50.0K2%
No call
SC
SCHA
$15.0K–$50.0K2%
No call
IE
IEMG
$15.0K–$50.0K2%
No call
AG
AGG
$15.0K–$50.0K2%
No call
JG
JGRO
$15.0K–$50.0K2%
No call
JA
JAVA
$15.0K–$50.0K2%
No call
JE
JEMA
$15.0K–$50.0K2%
No call
JG
JGLO
$15.0K–$50.0K2%
No call
JP
JPIE
$15.0K–$50.0K2%
No call
JI
JIVE
$15.0K–$50.0K2%
No call
AT
ATEYX
$15.0K–$50.0K2%
No call
CG
CGBIX
$15.0K–$50.0K2%
No call
CI
CINCX
$15.0K–$50.0K2%
No call
AF
AFEIX
$15.0K–$50.0K2%
No call
ES
ESGYX
$15.0K–$50.0K2%
No call
EI
EIPTX
$15.0K–$50.0K2%
No call
ES
ESPTX
$15.0K–$50.0K2%
No call
UD
UDBTX
$15.0K–$50.0K2%
No call
PG
PGSYX
$15.0K–$50.0K2%
No call
SG
SGOV
$1.00K–$15.0K0%
No call
TL
TLT
$1.00K–$15.0K0%
No call
IA
IAU
$1.00K–$15.0K0%
Avoid
MB
MBB
$1.00K–$15.0K0%
No call
EF
EFV
$1.00K–$15.0K0%
No call
QU
QUAL
$1.00K–$15.0K0%
No call
OE
OEF
$1.00K–$15.0K0%
No call
IV
IVW
$1.00K–$15.0K0%
No call
SU
SUB
$1.00K–$15.0K0%
No call
SH
SHM
$1.00K–$15.0K0%
No call
XL
XLF
$1.00K–$15.0K0%
No call
XL
XLC
$1.00K–$15.0K0%
No call
XL
XLY
$1.00K–$15.0K0%
No call
XL
XLI
$1.00K–$15.0K0%
No call
XL
XLK
$1.00K–$15.0K0%
No call
VO
VO
$1.00K–$15.0K0%
No call
VO
VONG
$1.00K–$15.0K0%
No call
BS
BSV
$1.00K–$15.0K0%
No call
VP
VPU
$1.00K–$15.0K0%
No call
BH
BHYIX
$1.00K–$15.0K0%
No call
CE
CEMIX
$1.00K–$15.0K0%
No call
CP
CPXIX
$1.00K–$15.0K0%
No call
CS
CSDIX
$1.00K–$15.0K0%
No call
D
Deposit Sweep Accountnon-equity
$1.00K–$15.0K0%
ML
MLPA
$1.00K–$15.0K0%
No call
PG
PGX
$1.00K–$15.0K0%
No call
PX
PXF
$1.00K–$15.0K0%
No call
BK
BKLN
$1.00K–$15.0K0%
No call
ID
IDV
$1.00K–$15.0K0%
No call
EM
EMB
$1.00K–$15.0K0%
No call
SC
SCHD
$1.00K–$15.0K0%
No call
PR
PRFRX
$1.00K–$15.0K0%
No call
VE
VEGBX
$1.00K–$15.0K0%
No call
VY
VYM
$1.00K–$15.0K0%
No call
VY
VYMI
$1.00K–$15.0K0%
No call
VT
VT
$1.00K–$15.0K0%
No call
BB
BBHY
$1.00K–$15.0K0%
No call
JI
JIG
$1.00K–$15.0K0%
No call
VI
VIG
$1.00K–$15.0K0%
No call
FH
FHESX
$1.00K–$15.0K0%
No call
FH
FHHIX
$1.00K–$15.0K0%
No call
ES
ESGD
$1.00K–$15.0K0%
No call
SU
SUSC
$1.00K–$15.0K0%
No call
MU
MUB
$1.00–$1.00K0%
No call

Reported asset value, disclosed ranges · how we built this

What Joe Courtney did

129 disclosed trades

2022-04-12MFCManulife Financial Corporation▼ Sell
$1.00K–$15.0K
7d lagtraded 2022-04-05PTR ↗
2022-04-12—New People's United Financial, Inc.▼ Sell
$15.0K–$50.0K
40d lagtraded 2022-03-03PTR ↗
2020-11-16AAPLHoldSP Apple Inc.▼ Sell
$1.00K–$15.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16—Inherited IRA SP Federated MDT Small Cap growth▼ Sell
$1.00K–$15.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16—QISCX SP Franklin growth Fund Advantage▲ Buy
$1.00K–$15.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16—FCgAX SP Franklin International growth Advisor Class▲ Buy
$1.00K–$15.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16FLCOFNgZX SP Franklin Liberty Investment grade Corporate ETF▲ Buy
$1.00K–$15.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16FLQLInherited IRA SP Franklin LibertyQ U.S. Equity ETF▲ Buy
$1.00K–$15.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16—Inherited IRA SP Franklin Small Cap growth Fund▲ Buy
$1.00K–$15.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16—FSSAX SP Franklin Small Cap Value Fund▲ Buy
$1.00K–$15.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16—FVADX SP goldman Sachs International Equity Insights▲ Buy
$1.00K–$15.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16—Inherited IRA SP JP Morgan Mortgage backed Securities▲ Buy
$1.00K–$15.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16—-- 2 of 4 -- SP Loomis Sayles Senior Float Rate▼ Sell
$1.00K–$15.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16—LSFYX SP Pimco FDS Income Institutional▼ Sell
$15.0K–$50.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16SPTMPIMIX SP SPDR Portfolio S&P 1500 Composite Stock Market ETF▼ Sell
$1.00K–$15.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16—Inherited IRA SP T Rowe Price blue Chip growth▼ Sell
$1.00K–$15.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16—TbCIX SP Templeton Developing Markets Trust▲ Buy
$1.00K–$15.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16VEATDADX SP Vanguard FTSE Developed Markets ETF▲ Buy
$1.00K–$15.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16VWOInherited IRA SP Vanguard FTSE Emerging Markets ETF▲ Buy
$1.00K–$15.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16VOOInherited IRA SP Vanguard S&P 500 ETF▲ Buy
$15.0K–$50.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16—Inherited IRA SP WCM Focused International growth▼ Sell
$1.00K–$15.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-06BABAolding Limited American Depositary Shares each representing eight Ordinary share▼ Sell
$15.0K–$50.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06MALRXInherited Brokerage Account SP Blackrock Advantage Large Cap - MALRX▲ Buy
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06BTZMALRX SP BlackRock Credit Allocation Income Trust▼ Sell
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06DSUInherited Brokerage Account SP Blackrock Debt Strategies Fund, Inc.▼ Sell
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06MADCXInherited Brokerage Account SP Blackrock Emerging Markets Fund - MADCX▲ Buy
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06—MADCX SP Blackrock High Yield Municipal Fund - MAYHX▲ Buy
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06MANLXMAYHX SP Blackrock National Municipal Fund - MANLX▲ Buy
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06—MANLX SP Blackrock Technologies Opportunity Fund - BgSIX▲ Buy
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06EVVEaton Vance Limited Duration Income Fund Common Shares of Beneficial Interest▼ Sell
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06ETBuyInherited Brokerage Account SP Energy Transfer LP Common Units▼ Sell
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06FHoldInherited Brokerage Account SP Ford Motor Company▼ Sell
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06DIVInherited Brokerage Account SP global X Super Dividend ETF▼ Sell
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06—Inherited Brokerage Account SP goldman Sachs Dynamic Muni Income Fund▼ Sell
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06—gSMTX SP Hartford Core Equity Fund - HgIIX▲ Buy
$15.0K–$50.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06TLTYear Treasury Bond ETF▲ Buy
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06IEFInherited Brokerage Account SP iShares 7-10 Year Treasury Bond ETF▲ Buy
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06IEFAInherited Brokerage Account SP iShares Core MSCI EAFE ETF▲ Buy
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06IVVInherited Brokerage Account SP iShares Core S&P 500 ETF▲ Buy
$15.0K–$50.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06IJRInherited Brokerage Account SP iShares Core S&P Small-Cap ETF▲ Buy
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06IDVInherited Brokerage Account SP iShares International Select Dividend ETF▼ Sell
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06USMVInherited Brokerage Account SP iShares MSCI USA Min Vol Factor ETF▲ Buy
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06VLUEInherited Brokerage Account SP iShares MSCI USA Value Factor ETF▲ Buy
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06IHIInherited Brokerage Account SP iShares U.S. Medical Devices ETF▲ Buy
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06NTDOYInherited Brokerage Account SP Nintendo Co Ltd ADR▼ Sell
$15.0K–$50.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06—Inherited Brokerage Account SP Pimco Investments Income Inst'l▼ Sell
$15.0K–$50.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06PMUPXPIMIX SP Pimco Municipal Bond Fund - PMUPX▲ Buy
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06—PMUPX SP Rivernorth Funds Doubleline Strategic Income▼ Sell
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06SRLNRNSIX SP SPDR Blackstone gSO Senior Loan ETF▼ Sell
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06VTIInherited Brokerage Account SP Vanguard Total Stock Market ETF▼ Sell
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06—Inherited Brokerage Account SP WCM Focused Int'l growth▼ Sell
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06PUTWWCMIX SP WisdomTree CBOE S&P 500 PutWrite Strategy Fund▼ Sell
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06XSOEBrokerage Account SP WisdomTree Emerging Markets Ex-State Owned Enterprises Fund▲ Buy
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-08-27—SP Ab global bond▼ Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Mutual Fund SP Ab High Income▼ Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27AMZNBuyRollover IRA SP Amazon.com, Inc.▼ Sell
$15.0K–$50.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Rollover IRA SP American Tower Corporation▼ Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Rollover IRA SP Anthem, Inc.▼ Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Rollover IRA SP brown Advantage Sustainable growth▲ Buy
$15.0K–$50.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Mutual Fund SP brown Advantage Sustainable growth▲ Buy
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Mutual Fund SP Calvert Equity Fund▲ Buy
$15.0K–$50.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Mutual Fund SP Calvert uS large Cap Value Responsible Index▲ Buy
$15.0K–$50.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27COFBuyMutual Fund SP Capital One Financial Corporation▼ Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27CVXHoldRollover IRA SP Chevron Corporation▼ Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27CSCOSellRollover IRA SP Cisco Systems, Inc.▼ Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27CHoldRollover IRA SP Citigroup, Inc.▼ Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27STZRollover IRA SP Constellation brands, Inc.▼ Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27COSTHoldRollover IRA SP Costco Wholesale Corporation▼ Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Rollover IRA SP CRA Qualified Investment Fund▲ Buy
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Mutual Fund SP CRA Qualified Investment Fund▲ Buy
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Rollover IRA SP delaware Corporate bond▲ Buy
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Mutual Fund SP delaware Corporate bond▲ Buy
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Mutual Fund SP delaware Small Cap Core▲ Buy
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Mutual Fund SP delaware Small Cap Core Fund▲ Buy
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Mutual Fund SP Fidelity Advisor Total bond▼ Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27FISVBuyMutual Fund SP Fiserv, Inc.▼ Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Rollover IRA SP guggenheim Total Return▼ Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27HONHoldRollover IRA SP Honeywell International Inc.▼ Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Rollover IRA SP ISH uSd High Yield Corporate bond▲ Buy
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Mutual Fund SP IShares MSCI EM ESg Optimized▲ Buy
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—ETF SP IShares Trust MSCI EAFE ESg Optimized▲ Buy
$15.0K–$50.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—ETF SP IShares uS Treasury bond▲ Buy
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27JPMHold-- 5 of 9 -- SP JP Morgan Chase & Co.▼ Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27MCHPHoldRollover IRA SP Microchip Technology Incorporated▼ Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27MSFTBuyRollover IRA SP Microsoft Corporation▼ Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27NEEHoldRollover IRA SP NextEra Energy, Inc.▼ Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Rollover IRA SP Nuveen ESg large Cap Value▲ Buy
$15.0K–$50.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27PEPHoldMutual Fund SP Pepsico, Inc.▼ Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Rollover IRA SP Pimco Income Fund▼ Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27ROSTHoldRollover IRA SP Ross Stores, Inc.▼ Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27SHWHoldRollover IRA SP Sherwin-Williams Company▼ Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Rollover IRA SP SPdR bloomberg barclays 1-3 month T-bill▲ Buy
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27TMOHoldETF SP Thermo Fisher Scientific Inc▼ Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Rollover IRA SP TIAA-CREF Core Impact bond▲ Buy
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Mutual Fund SP TIAA-CREF Impact bond▲ Buy
$15.0K–$50.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27TFCHoldMutual Fund SP Truist Financial Corporation▼ Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Rollover IRA SP Vanguard Total International bond▲ Buy
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27VHoldETF SP Visa Inc.▼ Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27WMTHoldRollover IRA SP Walmart Inc.▼ Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27ZTSBuyRollover IRA SP Zoetis Inc. Class A▼ Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-07-29AMZNBuyRollover IRA SP Amazon.com, Inc.▲ Buy
$1.00K–$15.0K
211d latetraded 2019-12-31PTR ↗
2020-07-29AMTHoldRollover IRA SP American Tower Corporation▲ Buy
$1.00K–$15.0K
211d latetraded 2019-12-31PTR ↗
2020-07-29—Rollover IRA SP Anthem, Inc.▲ Buy
$1.00K–$15.0K
211d latetraded 2019-12-31PTR ↗
2020-07-29COFBuyRollover IRA SP Capital One Financial Corporation▲ Buy
$1.00K–$15.0K
211d latetraded 2019-12-31PTR ↗
2020-07-29CVXHoldRollover IRA SP Chevron Corporation▲ Buy
$1.00K–$15.0K
77d latetraded 2020-05-13PTR ↗
2020-07-29CSCOSellRollover IRA SP Cisco Systems, Inc.▲ Buy
$1.00K–$15.0K
211d latetraded 2019-12-31PTR ↗
2020-07-29CHoldRollover IRA SP Citigroup, Inc.▲ Buy
$1.00K–$15.0K
211d latetraded 2019-12-31PTR ↗
2020-07-29CHoldRollover IRA SP Citigroup, Inc.▲ Buy
$1.00K–$15.0K
170d latetraded 2020-02-10PTR ↗
2020-07-29STZ-- 2 of 6 -- SP Constellation brands, Inc.▲ Buy
$1.00K–$15.0K
211d latetraded 2019-12-31PTR ↗
2020-07-29COSTHoldRollover IRA SP Costco Wholesale Corporation▲ Buy
$1.00K–$15.0K
211d latetraded 2019-12-31PTR ↗
2020-07-29FISVBuyRollover IRA SP Fiserv, Inc.▲ Buy
$1.00K–$15.0K
89d latetraded 2020-05-01PTR ↗
2020-07-29HONHoldRollover IRA SP Honeywell International Inc.▲ Buy
$1.00K–$15.0K
211d latetraded 2019-12-31PTR ↗
2020-07-29JPMHoldRollover IRA SP JP Morgan Chase & Co.▲ Buy
$1.00K–$15.0K
211d latetraded 2019-12-31PTR ↗
2020-07-29MCHPHoldRollover IRA SP Microchip Technology Incorporated▲ Buy
$1.00K–$15.0K
211d latetraded 2019-12-31PTR ↗
2020-07-29MSFTBuyRollover IRA SP Microsoft Corporation▲ Buy
$1.00K–$15.0K
211d latetraded 2019-12-31PTR ↗
2020-07-29NEEHoldRollover IRA SP NextEra Energy, Inc.▲ Buy
$1.00K–$15.0K
211d latetraded 2019-12-31PTR ↗
2020-07-29NEEHoldRollover IRA SP NextEra Energy, Inc.▼ Sell
$1.00K–$15.0K
170d latetraded 2020-02-10PTR ↗
2020-07-29PEPHoldRollover IRA SP Pepsico, Inc.▲ Buy
$1.00K–$15.0K
133d latetraded 2020-03-18PTR ↗
2020-07-29ROSTHoldRollover IRA SP Ross Stores, Inc.▲ Buy
$1.00K–$15.0K
211d latetraded 2019-12-31PTR ↗
2020-07-29SHWHoldRollover IRA SP Sherwin-Williams Company▲ Buy
$1.00K–$15.0K
211d latetraded 2019-12-31PTR ↗
2020-07-29SYYHold-- 4 of 6 -- SP Sysco Corporation▲ Buy
$1.00K–$15.0K
211d latetraded 2019-12-31PTR ↗
2020-07-29SYYHoldRollover IRA SP Sysco Corporation▼ Sell
$1.00K–$15.0K
133d latetraded 2020-03-18PTR ↗
2020-07-29TMOHoldRollover IRA SP Thermo Fisher Scientific Inc▲ Buy
$1.00K–$15.0K
211d latetraded 2019-12-31PTR ↗
2020-07-29TOTRollover IRA SP Total S.A.▲ Buy
$1.00K–$15.0K
211d latetraded 2019-12-31PTR ↗
2020-07-29TOTRollover IRA SP Total S.A.▼ Sell
$1.00K–$15.0K
89d latetraded 2020-05-01PTR ↗
2020-07-29TFCHoldRollover IRA SP Truist Financial Corporation▲ Buy
$1.00K–$15.0K
211d latetraded 2019-12-31PTR ↗
2020-07-29VHoldRollover IRA SP Visa Inc.▲ Buy
$1.00K–$15.0K
211d latetraded 2019-12-31PTR ↗
2020-07-29WMTHoldRollover IRA SP Walmart Inc.▲ Buy
$1.00K–$15.0K
211d latetraded 2019-12-31PTR ↗
2020-07-29ZTSBuy-- 5 of 6 -- SP Zoetis Inc. Class A▲ Buy
$1.00K–$15.0K
211d latetraded 2019-12-31PTR ↗
How we built this

Holdings come from Joe Courtney's latest annual STOCK Act financial disclosure — the year-end value of each asset, reported in ranges.

Figures cover the household as disclosed (self, spouse & dependents). Amounts are STOCK Act ranges, never exact. Disclosures lag the trade by up to ~45 days.

Our Buy/Hold/Sell verdict and fair value are our own SEC-grounded ratings of each stock — not a view on the member's trade, and not investment advice.

Source: U.S. House Clerk + U.S. Senate eFD (public records).

Intraday
NVDA$211.80▲4.06%AAPL$314.86▼0.77%GOOGL$359.51▲1.99%GOOG$357.33▲1.90%MSFT$384.93▼1.55%AMZN$247.49▲0.07%TSM$420.39▼0.28%AVGO$389.11▲1.32%SPCX$136.08▼2.20%META$661.04▲0.66%TSLA$396.18▲0.36%MU$983.12▲4.92%BRK-B$491.09▼1.16%BRK-A$737,000.00▼1.05%LLY$1,152.54▼2.48%JPM$342.89▲2.50%AMD$548.13▲2.57%WMT$113.70▼0.94%ASML$1,775.64▲2.87%V$356.02▼0.48%JNJ$253.85▼1.52%XOM$145.09▲0.40%INTC$107.76▲4.50%MA$538.02▲0.06%AMAT$595.70▲3.53%CSCO$117.09▼1.81%ABBV$244.78▼1.30%LRCX$346.10▲4.90%CAT$933.34▲0.20%BAC$60.62▲1.88%
NVDA$211.80▲4.06%AAPL$314.86▼0.77%GOOGL$359.51▲1.99%GOOG$357.33▲1.90%MSFT$384.93▼1.55%AMZN$247.49▲0.07%TSM$420.39▼0.28%AVGO$389.11▲1.32%SPCX$136.08▼2.20%META$661.04▲0.66%TSLA$396.18▲0.36%MU$983.12▲4.92%BRK-B$491.09▼1.16%BRK-A$737,000.00▼1.05%LLY$1,152.54▼2.48%JPM$342.89▲2.50%AMD$548.13▲2.57%WMT$113.70▼0.94%ASML$1,775.64▲2.87%V$356.02▼0.48%JNJ$253.85▼1.52%XOM$145.09▲0.40%INTC$107.76▲4.50%MA$538.02▲0.06%AMAT$595.70▲3.53%CSCO$117.09▼1.81%ABBV$244.78▼1.30%LRCX$346.10▲4.90%CAT$933.34▲0.20%BAC$60.62▲1.88%
Intraday
NVDA$211.80▲4.06%AAPL$314.86▼0.77%GOOGL$359.51▲1.99%GOOG$357.33▲1.90%MSFT$384.93▼1.55%AMZN$247.49▲0.07%TSM$420.39▼0.28%AVGO$389.11▲1.32%SPCX$136.08▼2.20%META$661.04▲0.66%TSLA$396.18▲0.36%MU$983.12▲4.92%BRK-B$491.09▼1.16%BRK-A$737,000.00▼1.05%LLY$1,152.54▼2.48%JPM$342.89▲2.50%AMD$548.13▲2.57%WMT$113.70▼0.94%ASML$1,775.64▲2.87%V$356.02▼0.48%JNJ$253.85▼1.52%XOM$145.09▲0.40%INTC$107.76▲4.50%MA$538.02▲0.06%AMAT$595.70▲3.53%CSCO$117.09▼1.81%ABBV$244.78▼1.30%LRCX$346.10▲4.90%CAT$933.34▲0.20%BAC$60.62▲1.88%
NVDA$211.80▲4.06%AAPL$314.86▼0.77%GOOGL$359.51▲1.99%GOOG$357.33▲1.90%MSFT$384.93▼1.55%AMZN$247.49▲0.07%TSM$420.39▼0.28%AVGO$389.11▲1.32%SPCX$136.08▼2.20%META$661.04▲0.66%TSLA$396.18▲0.36%MU$983.12▲4.92%BRK-B$491.09▼1.16%BRK-A$737,000.00▼1.05%LLY$1,152.54▼2.48%JPM$342.89▲2.50%AMD$548.13▲2.57%WMT$113.70▼0.94%ASML$1,775.64▲2.87%V$356.02▼0.48%JNJ$253.85▼1.52%XOM$145.09▲0.40%INTC$107.76▲4.50%MA$538.02▲0.06%AMAT$595.70▲3.53%CSCO$117.09▼1.81%ABBV$244.78▼1.30%LRCX$346.10▲4.90%CAT$933.34▲0.20%BAC$60.62▲1.88%