Patrick J. Toomey portfolio
Patrick J. Toomey represented PA in the Senate until 2023. Trades below come from filings made while in office. Patrick J. Toomey has disclosed 267 trades (107 purchases, 148 sales); the latest was on Feb 24, 2022. Over the past year the disclosed stock holdings returned +4.8%, against +11.8% for the S&P 500.
Est. value $635K across 18 stocks and ETFs, marked to the latest close
| Investment | Est. holding value | Last transaction | Total bought | Avg. cost | Since filed | Current price | Trades |
|---|---|---|---|---|---|---|---|
| SDYSPDR S&P Dividend ETF (NYSEArca) | $136K | Sep 2, 2014Purchase | $30K–100K2 purchases | $76.87 | +116.50% | $160.69 | 2 |
| IXPiShares Global Telecom (NYSEArca) | $107K | Sep 2, 2014Purchase | $30K–100K2 purchases | $64.64 | +74.81% | $106.86 | 2 |
| PPLPPL Corporation (NYSE) | $73K | Feb 28, 2020Purchase | $30K–100K2 purchases | $31.79 | +7.46% | $35.88 | 4 |
| XELXcel Energy Inc. | $61K | Feb 22, 2017Purchase | $15K–50K1 purchase | $42.49 | +82.37% | $79.73 | 1 |
| DBPPowerShares DB Precious Metals | $52K | Jan 5, 2016Sale (partial) | $30K–100K2 purchases | $40.95 | +122.92% | $86.76 | 3 |
| AMLPALPS Alerian MLP ETF | $39K | Jan 4, 2016Sale (partial) | $32K–130K4 purchases | $94.32 | -38.31% | $54.09 | 5 |
| NEE-PCFPL Group, Inc. 5 7/8% Preferre | $33K | Jan 25, 2017Purchase | $15K–50K1 purchase | No data | — | — | 1 |
| NDAQNasdaq, Inc. | $24K | Nov 19, 2019Purchase | $1K–15K1 purchase | $35.02 | +205.71% | $106.60 | 2 |
| RSPGuggenheim S&P 500 Equal Weight ETF (NYSEArca) | $22K | Sep 4, 2014Purchase | $1K–15K1 purchase | $77.97 | +197.75% | $218.34 | 1 |
| AAPLApple Inc. | $22K | Aug 27, 2020Purchase | $1K–15K1 purchase | $125.01 | +211.10% | $348.43 | 1 |
| XLVHealth Care Select Sector SPDR ETF (NYSEArca) | $21K | Jan 30, 2015Purchase | $1K–15K1 purchase | $69.27 | +123.11% | $186.01 | 1 |
| ILFiShares Latin America 40 (NYSEArca) | $18K | Sep 2, 2014Purchase | $3K–45K3 purchases | $42.98 | +7.49% | $32.39 | 3 |
| SPGSimon Property Group, Inc. Common Stock | $12K | Oct 15, 2021Purchase | $1K–15K1 purchase | $140.22 | +30.15% | $216.43 | 1 |
| BUNTDB 3x German Bund Futures ETN | $8K | Sep 20, 2016Purchase | $1K–15K1 purchase | No data | — | — | 1 |
| AIVApartment Investment and Management Company | $3K | Dec 15, 2020Exchange | $1K–15K1 purchase | $4.05 | -67.51% | $1.62 | 2 |
| PENNPenn National Gaming, Inc. | $1K | Feb 9, 2021Purchase | $1K–15K1 purchase | $116.82 | -86.63% | $15.46 | 1 |
| SHYiShares 1-3 Year Treasury Bond (NYSEArca) | $144.17 | May 2, 2016Sale (partial) | $15K–50K1 purchase | $84.54 | -2.69% | $81.67 | 2 |
| NTRPNeurotrope, Inc. | $33.17 | Dec 8, 2020Exchange | $1K–15K1 purchase | $316.00 | -99.01% | $1.31 | 3 |
Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 30, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.