Lou Barletta (R-PA-11), a former Republican member of the House, has disclosed 137 trades since 2014: 48 purchases worth about $843.02K and 68 sales worth about $911.53K, in 37 stocks. Most traded: MGK, DIA, TDIV. As a portfolio, their stock holdings and trades returned +30.3% from May 2014, against +29.9% for the S&P 500. Trades took a median 17 days to be disclosed; 51 came late.
Lou Barletta’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since May 2014: +30.3%, against +29.9% for SPY; the largest fall on the way was -26.5%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Lou Barletta | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Lou Barletta | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Lou Barletta | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Lou Barletta | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Lou Barletta | May 2014 | +30.3% | +29.9% | +0.4% | +5.9% | -26.5% | 0.43 | 1.11 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DIASpdr Dow Jones Industrial Average Etf Trust | – | Closed | – | – | 6 | 3 | 3 | $73.00K | $73.00K | -68.9% | Aug 30, 2016 |
| MGKVanguard Mega Cap Growth ETF | – | Closed | – | – | 7 | 5 | 2 | $89.00K | $16.00K | +159.3% | Feb 18, 2016 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | – | Closed | – | – | 5 | 4 | 1 | $81.00K | $8.00K | -295.3% | Mar 1, 2017 |
| PKWPOwerShAres Buyback Achievers | – | Closed | – | – | 4 | 2 | 2 | $40.50K | $40.50K | -51.4% | Jan 29, 2016 |
| VCSHVanguard Short-Term Corporate Bond ETF | – | Closed | – | – | 4 | 4 | 0 | $81.00K | $0.00 | -291.1% | Feb 18, 2016 |
| AAPLApple Inc. | Technology | Closed | – | – | 3 | 0 | 3 | $0.00 | $73.00K | – | Jan 29, 2016 |
| TDIVFirst Trust NASDAQ Technology Dividend Index Fund | – | Closed | – | – | 6 | 3 | 3 | $24.00K | $48.50K | +48.1% | Jan 29, 2016 |
| IYLDiShares Morningstar Multi-Asset Income ETF | – | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | -277.5% | Oct 29, 2015 |
| VYMVanguard High Dividend Yield ETF | – | Closed | – | – | 5 | 4 | 1 | $56.50K | $8.00K | -128.5% | Feb 18, 2016 |
| QQQPOwerShAres QQQ Trust, Series 1 | – | Closed | – | – | 4 | 3 | 1 | $48.50K | $8.00K | +247.8% | Feb 18, 2016 |
| RWLInvesco S&P 500 Revenue ETF | – | Closed | – | – | 4 | 1 | 3 | $8.00K | $48.50K | -32.2% | Jan 29, 2016 |
| SDYState Street® SPDR® S&P® Dividend ETF | – | Closed | – | – | 3 | 1 | 2 | $8.00K | $40.50K | -162.6% | Feb 18, 2016 |
| DTNWisDomTree Dividend Ex-Financials Fund | – | Closed | – | – | 2 | 0 | 2 | $0.00 | $40.50K | – | Jan 29, 2016 |
| SCDLmp Capital & Income Fund Inc. | – | Closed | – | – | 2 | 0 | 2 | $0.00 | $40.50K | – | Aug 5, 2015 |
| VFHVanguard Financials ETF | – | Closed | – | – | 5 | 1 | 4 | $8.00K | $32.00K | -81.2% | Jan 29, 2016 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included; for a former member nothing is shown as held.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| VCITVanguard Intermediate-Term Corporate Bond ETFETF | Joint | Sell | $1K–$15K | Mar 1, 2017 | Mar 1, 2017 | 0d | -7.9% | -221.6% | |
| AMZNAmazon.com, Inc. | Self | Buy | $15K–$50K | Oct 28, 2016 | Oct 28, 2016 | 0d | +532.7% | +278.9% | |
| BRK-BBerkshire Hathaway Inc. New (BRK.B) | Self | Sell | $1K–$15K | Oct 28, 2016 | Oct 28, 2016 | 0d | +287.0% | +33.1% | |
| LB, LLC- Edgewood in the Pines Golf CourseOther | Self | Sell | $1K–$15K | Jul 1, 2016 | Sep 16, 2016 | 77d late | – | – | |
| DIASPDR Dow Jones Industrial Average ETFETF | Joint | Sell | $15K–$50K | Aug 30, 2016 | Sep 16, 2016 | 17d | +181.5% | -63.5% | |
| AllianceBernstein Short Duration Government BondOther | Self | Exchange | $1K–$15K | Mar 7, 2016 | May 23, 2016 | 77d late | – | – | |
| AXA 500 Managed VolatilityOther | Spouse | Exchange | $15K–$50K | Mar 7, 2016 | May 23, 2016 | 77d late | – | – | |
| AXA 500 Managed VolatilityOther | Self | Exchange | $15K–$50K | Mar 7, 2016 | May 23, 2016 | 77d late | – | – | |
| AXA 500 Managed VolatilityOther | Self | Exchange | $15K–$50K | Mar 7, 2016 | May 23, 2016 | 77d late | – | – | |
| AXA International Managed VolatilityOther | Self | Exchange | $1K–$15K | Mar 7, 2016 | May 23, 2016 | 77d late | – | – | |
| AXA International Managed VolatilityOther | Self | Exchange | $1K–$15K | Mar 7, 2016 | May 23, 2016 | 77d late | – | – | |
| AXA International Managed VolatilityOther | Spouse | Exchange | $1K–$15K | Mar 7, 2016 | May 23, 2016 | 77d late | – | – | |
| Core Bond IndexOther | Self | Exchange | $1K–$15K | Mar 7, 2016 | May 23, 2016 | 77d late | – | – | |
| Core Bond IndexOther | Self | Exchange | $1K–$15K | Mar 7, 2016 | May 23, 2016 | 77d late | – | – | |
| Core Bond IndexOther | Spouse | Exchange | $1K–$15K | Mar 7, 2016 | May 23, 2016 | 77d late | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Lou Barletta (R-PA-11), a former Republican member of the House, has disclosed 137 trades since 2014: 48 purchases worth about $843.02K and 68 sales worth about $911.53K, in 37 stocks. Most traded: MGK, DIA, TDIV. As a portfolio, their stock holdings and trades returned +30.3% from May 2014, against +29.9% for the S&P 500. Trades took a median 17 days to be disclosed; 51 came late.
As a portfolio, their stock holdings and trades returned +30.3% from May 2014 to November 2026, against +29.9% for the S&P 500, with a largest fall of -26.5%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 17 days to be disclosed. 51 of 137 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.