Joe Courtney
D-CT-2 Representative for Connecticut’s 2nd district Democrat In Congress since 2007
Joe Courtney reported no stock trades since Oct 4, 2023. The 2025 annual report lists 78 assets.
Reported holdings
2025 annual report · filed May 14, 2026 · values at year end, in the ranges disclosed · changes vs 2024
$806.1K–$2.8M
sum of 78 disclosed ranges
- Fund 71
- Cash 5
- Other 2
- BBUSJPMorgan BetaBuilders U.S. Equity ETFSelf$100K–$250KSame band
- T. Rowe Price Retirement 2025Spouse$100K–$250KSame band
- JIREJ.P. Morgan Exchange-Traded Fund Trust JPMorgan International Research Enhanced Equity ETFSelf$50K–$100K▲ $15K–$50K
- JBNDJPMorgan Active Bond ETFSelf$50K–$100KNew
- JCPBJPMorgan Core Plus Bond ETFSelf$50K–$100KSame band
- TFIState Street SPDR Nuveen ICE Municipal Bond ETFSpouse$50K–$100KNew
- ATEYXAB Sustainable Global Thematic Fund - ADVSpouse$15K–$50KSame band
- RFDTXAmerican Funds 2025 Target Date Retirement Fd Cl R-6Spouse$15K–$50KSame band
- CGBIXCalvert Green Bond Fund Class ISpouse$15K–$50KSame band
- CINCXCalvert Income Fund Class ISpouse$15K–$50KSame band
- JGROJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Active Growth ETFSelf$15K–$50KSame band
- JAVAJPMorgan Active Value ETFSelf$15K–$50KSame band
- JEMAJPMorgan ActiveBuilders Emerging Markets Equity ETFSelf$15K–$50KSame band
- JGLOJPMorgan Global Select Equity ETFSelf$15K–$50KSame band
- JPIEJPMorgan Income ETFSelf$15K–$50KSame band
- JIVEJPMorgan International Value ETFSelf$15K–$50KNew
- AFEIXLarge Cap Equity Fund - I ClassSpouse$15K–$50KSame band
- M&T Bank AccountsSelf$15K–$50K▼ $50K–$100K
- Mass Mutual Whole Life PolicySelf$15K–$50KSame band
- ESGYXMirova Global Megatrends Fund Class YSpouse$15K–$50KSame band
- SCHASchwab U.S. Small-Cap ETFSpouse$15K–$50KNew
- Sweep AccountSelf$15K–$50KSame band
- EIPTXUBS Engage For Impact Fund Class P2Spouse$15K–$50KSame band
- ESPTXUBS International Sustainable Equity Fund Class P2Spouse$15K–$50KSame band
- UDBTXUBS Sustainable Development Bank Bond Fund Class P2Spouse$15K–$50KSame band
- PGSYXVictory Pioneer Global Equity Fund Class YSpouse$15K–$50KSame band
- IEFAiShares Core MSCI EAFE ETFSpouse$15K–$50K▲ $1K–$15K
- IEMGiShares Core MSCI Emerging Markets ETFSelf$15K–$50K▲ $1K–$15K
- IVViShares Core S&P 500 ETFSpouse$15K–$50KNew
- AGGiShares Core U.S. Aggregate Bond ETFSelf$15K–$50KSame band
- BHYIXBlackRock High Yield Portfolio - InstitutionalSpouse$1K–$15KNew
- CEMIXCauseway Emerging Markets Fund Insti ClSpouse$1K–$15KSame band
- CPXIXCohen & Steers Preferred Securities and Income Fund Inc. Class ISpouse$1K–$15KSame band
- CSDIXCohen & Steers Real Estate Securities Fund, Inc. Class ISpouse$1K–$15KSame band
- Deposit Sweep AccountSpouse$1K–$15KSame band
- FHESXFederated Hermes SDG Engagement Equity Fund IS ClassSpouse$1K–$15KSame band
- FHHIXFederated Hermes SDG Engagement High Yield Credit Fund IS ClassSpouse$1K–$15KSame band
- MLPAGlobal X MLP ETFSpouse$1K–$15KSame band
- PGXInvesco Preferred ETFSpouse$1K–$15KSame band
- PXFInvesco RAFI Developed Markets ex-U.S. ETFSpouse$1K–$15KSame band
- BKLNInvesco Senior Loan ETFSpouse$1K–$15KNew
- BBHYJPMorgan BetaBuilders USD High Yield Corporate Bond ETFSelf$1K–$15K▼ $15K–$50K
- JIGJPMorgan International Growth ETFSelf$1K–$15KNew
- SHMSPDR Nuveen Bloomberg Short Term Municipal Bond ETFSpouse$1K–$15KSame band
- XLFSPDR Select Sector Fund - FinancialSpouse$1K–$15KSame band
- SCHDSchwab US Dividend Equity ETFSpouse$1K–$15KSame band
- XLCState Street Communication Services Select Sector SPDR ETFSpouse$1K–$15KNew
- XLYState Street Consumer Discretionary Select Sector SPDR ETFSpouse$1K–$15KSame band
- XLIState Street Industrial Select Sector SPDR ETFSpouse$1K–$15KNew
- XLKState Street Technology Select Sector SPDR ETFSpouse$1K–$15KSame band
- Sweep AccountSpouse$1K–$15KSame band
- Sweep AccountSpouse$1K–$15KSame band
- PRFRXT. Rowe Price Floating Rate Fund, Inc.Spouse$1K–$15KSame band
- VIGVanguard Div Appreciation ETFSelf$1K–$15KSame band
- VEGBXVanguard Emerging Markets Bond Fund Admiral SharesSpouse$1K–$15KSame band
- VYMVanguard High Dividend Yield ETFSpouse$1K–$15KSame band
- VYMIVanguard International High Dividend Yield ETFSpouse$1K–$15KSame band
- VOVanguard Mid-Cap ETFSpouse$1K–$15KNew
- VONGVanguard Russell 1000 Growth ETFSpouse$1K–$15KNew
- BSVVanguard Short-Term Bond ETFSpouse$1K–$15KNew
- VTVanguard Total World Stock Index ETFSpouse$1K–$15KNew
- VPUVanguard Utilities ETFSpouse$1K–$15KSame band
- SGOViShares 0-3 Month Treasury Bond ETFSpouse$1K–$15KSame band
- TLTiShares 20+ Year Treasury Bond ETFSpouse$1K–$15KSame band
- TLTiShares 20+ Year Treasury Bond ETFSpouse$1K–$15KSame band
- ESGDiShares ESG Aware MSCI EAFE ETFSpouse$1K–$15KSame band
- SUSCiShares ESG Aware USD Corporate Bond ETFSpouse$1K–$15K▼ $15K–$50K
- IAUiShares Gold Trust SharesSpouse$1K–$15KNew
- IDViShares International Select Dividend ETFSpouse$1K–$15KSame band
- EMBiShares J.P. Morgan USD Emerging Markets Bond ETFSpouse$1K–$15KSame band
- MBBiShares MBS ETFSpouse$1K–$15KSame band
- EFViShares MSCI EAFE Value ETFSpouse$1K–$15KSame band
- QUALiShares MSCI USA Quality Factor ETFSpouse$1K–$15KSame band
- OEFiShares S&P 100 ETFSpouse$1K–$15KSame band
- IVWiShares S&P 500 Growth ETFSpouse$1K–$15K▼ $15K–$50K
- SUBiShares Short-Term National Muni Bond ETFSpouse$1K–$15KSame band
- MUBiShares National Muni Bond ETFSpouse$0–$1K▼ $1K–$15K
- Saint Francis Hospital and Medical Center Pension PlanSelfUndeterminedSame band
Not in the 2025 report
Listed in 2024 with a value, gone a year later: sold, or under $1,001.
- IShares Core S&P 500 - IVV $50K–$100K
- BBIN JPMorgan BetaBuilders International Equity ETF $50K–$100K
- Calvert US Large Cap Value $15K–$50K
- PZA Invesco National AMT-Free Municipal Bond ETFo $15K–$50K
- VTWO Vanguard Russell 2000 ETF $15K–$50K
- TLH iShares 10-20 Year Treasury Bond ETF $15K–$50K
- DYNF iShares U.S. Equity Factor Rotation Active ETF $15K–$50K
- AHIIX High Income Fund - I Class $1K–$15K
- BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF $1K–$15K
- LSFYX Loomis Sayles Senior Floating Rate and Fixed ... $1K–$15K
- XLB Materials Select Sector SPDR $1K–$15K
- XLP SPDR Select Sector Fund - Consumer Staples $1K–$15K
- XLE SPDR Select Sector Fund - Energy Select Sector $1K–$15K
- XLV SPDR Select Sector Fund - Health Care $1K–$15K
- XLU SPDR Select Sector Fund - Utilities $1K–$15K
- VYMI Vanguard International High Dividend Yield ETF $1K–$15K
- EFG iShares MSCI EAFE Growth ETF $1K–$15K
- EMXC iShares MSCI Emerging Markets ex China ETF $1K–$15K
- Commonwealth Annuity and Life Insurance Co. "... $0–$1K
Source filings
Every report we read for this page · newest first
- May 14, 2026 2025 annual report 95 assets View original
- May 14, 2025 2024 annual report 134 assets View original
- May 13, 2024 2023 annual report 90 assets View original
From STOCK Act disclosures filed with the Clerk of the House. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.