“...pleasure and pain, they come and go and don't last... bear them patiently”—Gita
Base report: terminated-filer report (filed 4/18/2025) · (no PTR trades after report date)
Estimated total: $33.2M–$145.1M across 50 positions.
Based on the terminated-filer report (filed 4/18/2025) and trades reported after it, Rep. David Trone holds an estimated 50 positions worth $33.2M–$145.1M in total. The largest estimated holding is Arizona Fine Wine and Spirits LLC ($5M–$25M). Disclosures give value ranges, not exact amounts, so treat this as a rough estimate for education, not investment advice.
| Asset | Type | Estimated range | Confidence | Came from |
|---|---|---|---|---|
| Arizona Fine Wine and Spirits LLC | Other | $5M–$25M | High | Report |
| New York Fine Wines & Spirits, LLC | Other | $5M–$25M | High | Report |
| Retail Services & Systems, Inc. | Other | $5M–$25M | High | Report |
| California Fine Wine & Spirits LLC | Other | $1M–$5M | High | Report |
| Cherry Hill Wine & Spirits, Inc. | Other | $1M–$5M | High | Report |
| Colorado Fine Wines & Spirits, LLC | Other | $1M–$5M | High | Report |
| Connecticut Fine Wine and Spirits, LLC | Other | $1M–$5M | High | Report |
| Florida Fine Wine and Spirits, LLC | Other | $1M–$5M | High | Report |
| Massachusetts Fine Wines and Spirits, LLC | Other | $1M–$5M | High | Report |
| Minnesota Fine Wine & Spirits, LLC | Other | $1M–$5M | High | Report |
| Washington Fine Wine and Spirits, LLC | Other | $1M–$5M | High | Report |
| GOOGL Insurance Trust 1 ⇒ Alphabet Inc. - Class A Common Stock (GO | Stock | $1M–$5M | High | Report |
| AAPL Insurance Trust 1 ⇒ Apple Inc. - Common Stock (AAPL) | Stock | $1M–$5M | High | Report |
| CMEUX JP Morgan Revocable Trust 3 ⇒ Six Circles Managed Equity Por | Fund/ETF | $1M–$5M | High | Report |
| GFWS Holdings, Inc. | Other | $501K–$1M | High | Report |
| DT Virginia Fine Wines, LLC | Other | $500K–$1M | High | Report |
| H. Alhadeff (Seattle, WA) | Other | $500K–$1M | High | Report |
| Nevada Fine Wine & Spirits LLC | Other | $500K–$1M | High | Report |
| Taste of New York Beer and Grocery LLC | Other | $500K–$1M | High | Report |
| TFWS, Inc. | Other | $500K–$1M | High | Report |
| FSSNX Fidelity 401(K) ⇒ Fidelity Small Cap Index Fund (FSSNX) | Fund/ETF | $500K–$1M | High | Report |
| Insurance Trust 2 ⇒ Mass Mutual Life Insurance Policy | Other | $500K–$1M | High | Report |
| PNC Bank Accounts ⇒ PNC Bank Accounts | Cash | $500K–$1M | High | Report |
| JUESX JPM Roth IRA ⇒ JPMorgan U.S. Equity Fund I Class (JUESX) | Fund/ETF | $300K–$600K | High | Report |
| DT Georgia Holdings Inc. | Other | $250K–$500K | High | Report |
| ETN Insurance Trust 1 ⇒ Eaton Corporation, PLC Ordinary Shares ( | Stock | $250K–$500K | High | Report |
| JGASX Insurance Trust 1 ⇒ JPMorgan Growth Advantage Fund I Class ( | Fund/ETF | $250K–$500K | High | Report |
| Insurance Trust 1 ⇒ Mass Mutual Life Insurance Policy | Other | $250K–$500K | High | Report |
| CMIUX JP Morgan Revocable Trust 3 ⇒ Six Circles Managed Equity Por | Fund/ETF | $250K–$500K | High | Report |
| SOXX Insurance Trust 1 ⇒ iShares Semiconductor ETF (SOXX) | Fund/ETF | $115K–$300K | High | Report |
| FXAIX JP Morgan Revocable Trust 3 ⇒ Fidelity 500 Index Fund (FXAIX | Fund/ETF | $101K–$265K | High | Report |
| Kentucky Fine Wines & Spirits, LLC | Other | $100K–$250K | High | Report |
| Wisconsin Fine Wines & Spirits, LLC | Other | $100K–$250K | High | Report |
| IWF JP Morgan Revocable Trust 3 ⇒ iShares Russell 1000 Growth ET | Fund/ETF | $100K–$250K | High | Report |
| IWD JP Morgan Revocable Trust 3 ⇒ iShares Russell 1000 Value ETF | Fund/ETF | $100K–$250K | High | Report |
| IVW JP Morgan Revocable Trust 3 ⇒ iShares S&P 500 Growth ETF (IV | Fund/ETF | $100K–$250K | High | Report |
| VTI JPM Roth IRA 2 ⇒ Vanguard Total Stock Market ETF (VTI) | Fund/ETF | $100K–$250K | High | Report |
| IVE JP Morgan Revocable Trust 3 ⇒ iShares S&P 500 Value ETF (IVE | Fund/ETF | $65K–$150K | High | Report |
| JP Morgan Investment Account ⇒ JPM TR I Tax Free Reserve Swe | Cash | $50K–$100K | High | Report |
| BBCA JP Morgan Revocable Trust 3 ⇒ JPMorgan BetaBuilders Canada E | Fund/ETF | $50K–$100K | High | Report |
| BBJP JP Morgan Revocable Trust 3 ⇒ JPMorgan BetaBuilders Japan ET | Fund/ETF | $50K–$100K | High | Report |
| XLF JP Morgan Revocable Trust 3 ⇒ SPDR Select Sector Fund - Fina | Fund/ETF | $50K–$100K | High | Report |
| Insurance Trust 1 ⇒ Cash | Cash | $15K–$50K | High | Report |
| JP Morgan Revocable Trust 3 ⇒ Cash | Cash | $15K–$50K | High | Report |
| FSPSX JP Morgan Revocable Trust 3 ⇒ Fidelity International Index F | Fund/ETF | $15K–$50K | High | Report |
| IJH JP Morgan Revocable Trust 3 ⇒ iShares Core S&P Mid-Cap ETF ( | Fund/ETF | $15K–$50K | High | Report |
| BBAX JP Morgan Revocable Trust 3 ⇒ JPMorgan BetaBuilders Develope | Fund/ETF | $15K–$50K | High | Report |
| BBEU JP Morgan Revocable Trust 3 ⇒ JPMorgan BetaBuilders Europe E | Fund/ETF | $15K–$50K | High | Report |
| SPAXX A.M. Trust ⇒ Fidelity Government Money Market Fund (SPAXX) | Fund/ETF | $1K–$15K | High | Report |
| JPM Roth IRA 2 ⇒ Cash | Cash | $1K–$15K | High | Report |
Sources: U.S. House Clerk Periodic Transaction Reports (disclosures-clerk.house.gov) and U.S. Senate eFD Periodic Transaction Reports (efdsearch.senate.gov), filed 2024 to present; SEC EDGAR submissions (Form 4 and 8-K filing dates); committee assignments from the unitedstates/congress-legislators project (current membership); daily closing prices from Yahoo Finance's public chart data (query1.finance.yahoo.com), which is unofficial and may be revised. Built 2026-11-03.