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John Joyce — 2025 financial disclosure

· Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk

Amendment status is not available for House filings. A filing listed here may since have been amended.

Report typeAnnual
Filing year2025
Chamberhouse
Chester County Pennsylvania Health Ed Facilities Revenue Bond$15,000
NoneInterest$5,001 - BondNone · Interest
Congressional Federal Credit Union Checking Account$50,001 - $100,000 · None
Congressional Federal Credit Union Savings Account$1,001 - $15,000 · None
Invesco Pennsylvania Municipal Fund - OPATXCapital Gains, Dividends
Invesco Pennsylvania Municipal Fund - OPATX$1,000,001 - $5,000,000 · Capital Gains, Dividends
Logan Blvd Office$250,001 - $500,000
Rent$50,001 - M&T Bank Checking Account$100,001 - $250,000 · None
M&T Bank Savings Account$1,001 - $15,000 · None
Mairs & Power Growth Fund - MPGFXCapital Gains, Dividends
Torray Fund - TORYX$250,001 - $500,000
Dividends$50,001 - Vanguard 500 Index Fund Admiral Shares - VFIAX$250,001 - $500,000
Dividends$2,501 - Vanguard Federal Money Market Sweep Account$1,001 - $15,000 · None
Vanguard Value Index Fd Admiral Shs (VVIAX)$250,001 - $500,000
Dividends$5,001 - White Oak Select Growth Fund$250,001 - $500,000 · Capital Gains, Dividends
Residential Real Estate$50,001 - $100,000 · None
Brokerage Sweep Account$1,001 - $15,000 · Tax-Deferred
Donoghue Forlines Dividend Fund Class I (PWDIX)$1,001 - $15,000 · Tax-Deferred
Donoghue Forlines Momentum Fund Class I (MOJOX)$1,001 - $15,000 · Tax-Deferred
Donoghue Forlines Risk Managed Income Fund Class I (FLOTX)$15,001 - $50,000 · Tax-Deferred
Donoghue Forlines Tactical Allocation Fund Class I (GTAIX)$50,001 - $100,000 · Tax-Deferred
Donoghue Forlines Tactical Income Fund Class I (PWRIX)$15,001 - $50,000 · Tax-Deferred
Nuveen High Yield Muni Bond Fund - NHMAX$1,000,001 - $5,000,000
Dividends$50,001 - Nuveen High Yield Muni Bond Fund - NHMAX$1,000,000
SPSpouse/DC Over Dividends$50,001 - Invesco Pennsylvania Municipal Fund - OPATX$1,000
$1,001 - $15,000Dividends$201 - Artisan International Value Advisor (APDKX)$1,001 - $15,000 · Tax-Deferred
Artisan Value Advisor (APDLX)$1,001 - $15,000 · Tax-Deferred
Citigroup Inc Dep Shs Repstg Perpetual (-)None · Tax-Deferred
Citizens FINL GRP Inc NON CUML PFD SER B$50,001 - $100,000 · Tax-Deferred
Diamond Hill Small Cap Fund Class I (DHSIX)$1,001 - $15,000 · Tax-Deferred
Fifth Third Bancorp Depositary Share representing 1/25th Preferred Series H (FTBXL)$100,001 - $250,000 · Tax-Deferred
Harding Loevner International Eq Instl (HLMIX)$1,001 - $15,000 · Tax-Deferred
Invesco Developing Markets Fund Class Y (ODVYX)$1,001 - $15,000 · Tax-Deferred
Invesco QQQ Trust, Series 1 (QQQ)$100,001 - $250,000 · Tax-Deferred
iShares TIPS Bond ETF (TIP)$50,001 - $100,000 · Tax-Deferred
Nuveen High Yield Municipal Bd Fd Class I (NHMRX)$250,001 - $500,000 · Tax-Deferred
PIMCO Preferred and Capital Securities Fund Class Institutional (PFINX)$1,001 - $15,000 · Tax-Deferred
RiverPark/Wedgewood Institutional (RWGIX)$1,001 - $15,000 · Tax-Deferred
Seagate HDD Cayman Sr Note CPN Due 1/1/25None · Tax-Deferred
SouthernSun U.S. Equity Fund Class I (SSEIX)$1,001 - $15,000 · Tax-Deferred
21 further assets are in the source document

Original filing document