Trade with Congress

Joe Courtney

DemocratDemocratRepresentative · CT-2currently serving

164 disclosed transactions · Dec 31, 2019 – Apr 5, 2022

Watch Joe Courtney

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$374K – $3.0M
Traded, all time
164 transactions · turnover, not holdings
-0.8%
Portfolio vs S&P 500
52 positions · 77% of securities priced
99%
Household trades
spouse, joint or child
28%
Filed late
avg 70 days to disclose

Committees

  • Armed Services
    • Seapower and Projection ForcesRanking Member
    • Tactical Air and Land Forces
  • Education and Workforce
    • Health, Employment, Labor, and Pensions
    • Higher Education and Workforce Development

What they hold

Joe Courtney

Stock portfolio

$758K – $2.6M in disclosed securities · D-CT · House · 2025 filing

Misc
  • BBUS10%
  • BBIN10%
  • TFI4.5%
  • JIRE4.5%
  • JBND4.5%
  • JCPB4.5%
  • RFDTX1.9%
  • IEFA1.9%
  • Misc57%
Securities only — not net worth. Real property and private businesses are most of congressional wealth and have no ticker. Shares are of the midpoint of each disclosed bracket; because holdings are reported in ranges rather than amounts, positions in the same bracket appear equal. Source: 2025 annual disclosure. tradewithcongress.org

Disclosed assets

From the annual financial disclosure. Assets only — liabilities are not included.

$806K – $2.8M
Disclosed assets, 2025
77 holdings · filed May 14, 2026
Asset mix, 2025
  • Securities71$1.7M 93%
  • Cash4$81K 5%
  • Insurance1$33K 2%
  • Retirement1$8K 0%
Reported range by year2019–2025
$2.9M$1.5M$02019: $481K–$2.4M across 105 holdings2020: $613K–$2.1M across 68 holdings2021: $739K–$2.4M across 67 holdings2022: $702K–$2.4M across 73 holdings2023: $805K–$2.7M across 72 holdings2024: $851K–$2.9M across 80 holdings2025: $806K–$2.8M across 77 holdings2019202020212022202320242025

Band is the reported range; the line is its midpoint.

Disclosed portfolio vs the market

What the annual reports say they held, valued from Aug 10, 2023.

-0.8%
vs the S&P 500
Portfolio +79.1% · S&P 500 +80.0% · 52 positions
18713584S&P 500CourtneyAug 10, 2023Aug 10, 2026

What they trade

Most traded

AMZNAMZN2 trades · $16K – $65KBABABABA1 trade · $15K – $50KIVVIVV1 trade · $15K – $50KNTDOYNTDOY1 trade · $15K – $50KVOOVOO1 trade · $15K – $50KPBCTPBCT1 trade · $15K – $50KCC3 trades · $3K – $45KNEENEE3 trades · $3K – $45KAMTAMT2 trades · $2K – $30KELVELV2 trades · $2K – $30K

Transactions

None in the last 12 months · 164 all time