All House members

Lou Barletta

RHouse · PA-11

STOCK Act filings · simulated, not advice.

annual holdings (10)

Holdings change on the next session after the Clerk filing date. Sales reduce the book and do not open a short. Shares use the range midpoint divided by the entry price. A text-layer annual common-stock list reseeds the book at those midpoints. All · 05/16/2014 → 11/03/2026.

Simulated portfolio
+320.9%
SPY
+394.2%
vs SPY
-73.3%
Simulated portfolioSPYBuySell
Trades
137
Last traded
03/01/2017
Disclosed (est.)
$2.2M
File lag
17 days
AssetTypeAmount rangeTradedFiledTrade → latestFiled+1 → latestFiling
VCIT
Vanguard Intermediate-Term Corporate Bond ETF (VCIT)
Sale
Owner: Joint
$1,001 - $15,00003/01/201703/01/2017
-30.0%
vs SPY +236.2%
-30.3%
vs SPY +238.3%
20006832
BRK-B
Berkshire Hathaway Inc. New (BRK.B)
Sale
Owner: Self
$1,001 - $15,00010/28/201610/28/2016
-286.9%
vs SPY +28.7%
-286.0%
vs SPY +29.5%
20006116
AMZN
Amazon.com, Inc. (AMZN)
Purchase
Owner: Self
$15,001 - $50,00010/28/201610/28/2016
+545.8%
vs SPY +230.2%
+534.8%
vs SPY +219.2%
20006116
DIA
sPDR Dow Jones Industrial Average ETF (DIA)
Sale
Owner: Joint
$15,001 - $50,00008/30/201609/16/2016
-240.4%
vs SPY +66.8%
-246.4%
vs SPY +67.5%
20005897
Unmapped
LB, LLC- Edgewood in the Pines golf Course
Sale
Owner: Self
$1,001 - $15,00007/01/201609/16/2016n/an/a20005897
Unmapped
AXA 500 Managed Volatility
Exchange
Owner: Spouse
$15,001 - $50,00003/07/201605/23/2016n/an/a20005220
Unmapped
AXA 400 Managed Volatility
Exchange
Owner: Spouse
$1,001 - $15,00003/07/201605/23/2016n/an/a20005220
Unmapped
AXA 400 Managed Volatility
Exchange
Owner: Self
$1,001 - $15,00003/07/201605/23/2016n/an/a20005220
Unmapped
AXA 400 Managed Volatility
Exchange
Owner: Self
$1,001 - $15,00003/07/201605/23/2016n/an/a20005220
Unmapped
AXA 2000 Managed Volatility
Exchange
Owner: Self
$1,001 - $15,00003/07/201605/23/2016n/an/a20005220
Unmapped
AXA 2000 Managed Volatility
Exchange
Owner: Self
$1,001 - $15,00003/07/201605/23/2016n/an/a20005220
Unmapped
AXA 2000 Managed Volatility
Exchange
Owner: Spouse
$1,001 - $15,00003/07/201605/23/2016n/an/a20005220
Unmapped
Intermediate government Bond
Exchange
Owner: Spouse
$50,001 - $100,00003/07/201605/23/2016n/an/a20005220
Unmapped
AllianceBernstein Short Duration government Bond
Exchange
Owner: Spouse
$1,001 - $15,00003/07/201605/23/2016n/an/a20005220
Unmapped
Intermediate government Bond
Exchange
Owner: Self
$50,001 - $100,00003/07/201605/23/2016n/an/a20005220
Unmapped
Intermediate government Bond
Exchange
Owner: Self
$15,001 - $50,00003/07/201605/23/2016n/an/a20005220
Unmapped
Core Bond Index
Exchange
Owner: Spouse
$1,001 - $15,00003/07/201605/23/2016n/an/a20005220
Unmapped
Core Bond Index
Exchange
Owner: Self
$1,001 - $15,00003/07/201605/23/2016n/an/a20005220
Unmapped
Core Bond Index
Exchange
Owner: Self
$1,001 - $15,00003/07/201605/23/2016n/an/a20005220
Unmapped
AXA International Managed Volatility
Exchange
Owner: Spouse
$1,001 - $15,00003/07/201605/23/2016n/an/a20005220
Unmapped
AXA International Managed Volatility
Exchange
Owner: Self
$1,001 - $15,00003/07/201605/23/2016n/an/a20005220
Unmapped
AXA International Managed Volatility
Exchange
Owner: Self
$1,001 - $15,00003/07/201605/23/2016n/an/a20005220
Unmapped
AXA 500 Managed Volatility
Exchange
Owner: Self
$15,001 - $50,00003/07/201605/23/2016n/an/a20005220
Unmapped
AXA 500 Managed Volatility
Exchange
Owner: Self
$15,001 - $50,00003/07/201605/23/2016n/an/a20005220
Unmapped
AllianceBernstein Short Duration government Bond
Exchange
Owner: Self
$1,001 - $15,00003/07/201605/23/2016n/an/a20005220
Unmapped
AllianceBernstein Short Duration government Bond
Exchange
Owner: Self
$1,001 - $15,00003/07/201605/23/2016n/an/a20005220
VYM
Vanguard High dividend Yield ETF - dNQ (VYM)
Purchase
Owner: Joint
$15,001 - $50,00012/28/201504/15/2016
+236.3%
vs SPY -100.8%
+220.2%
vs SPY -106.2%
20004906
VYM
Vanguard High dividend Yield ETF - dNQ (VYM)
Purchase
Owner: Self
$1,001 - $15,00012/18/201504/15/2016
+245.4%
vs SPY -103.0%
+220.2%
vs SPY -106.2%
20004906
VYM
Vanguard High dividend Yield ETF - dNQ (VYM)
Purchase
Owner: Spouse
$1,001 - $15,00012/18/201504/15/2016
+245.4%
vs SPY -103.0%
+220.2%
vs SPY -106.2%
20004906
AMLP
Alerian MLP ETF (AMLP)
Sale
Owner: Spouse
$1,001 - $15,00012/09/201504/15/2016
-129.6%
vs SPY +209.8%
-120.7%
vs SPY +205.8%
20004906
VFH
Vanguard Financials ETF - dNQ (VFH)
Purchase
Owner: Joint
$1,001 - $15,00012/04/201504/15/2016
+246.6%
vs SPY -83.9%
+264.2%
vs SPY -62.3%
20004906
IYLD
iShares Morningstar Multi-Asset Income ETF (IYLd)
Sale
Owner: Joint
$15,001 - $50,00010/29/201504/15/2016
-55.2%
vs SPY +276.9%
-50.0%
vs SPY +276.5%
20004906
BRK-B
Berkshire Hathaway Inc. New (BRK.B)
Purchase
Owner: Self
$1,001 - $15,00009/22/201504/15/2016
+330.8%
vs SPY -34.5%
+285.8%
vs SPY -40.7%
20004906
MGK
Vanguard Mega Cap growth ETF (MgK)
Sale
Owner: Joint
$1,001 - $15,00009/11/201504/15/2016
-489.2%
vs SPY -128.2%
-453.5%
vs SPY -127.0%
20004906
DIA
SPdR dow Jones Industrial Average ETF (dIA)
Purchase
Owner: Spouse
$1,001 - $15,00009/01/201504/15/2016
+301.3%
vs SPY -71.6%
+252.8%
vs SPY -73.7%
20004906
DIA
SPdR dow Jones Industrial Average ETF (dIA)
Purchase
Owner: Self
$15,001 - $50,00009/01/201504/15/2016
+301.3%
vs SPY -71.6%
+252.8%
vs SPY -73.7%
20004906
MGK
Vanguard Mega Cap growth ETF (MgK)
Sale
Owner: Self
$1,001 - $15,00008/26/201504/15/2016
-498.2%
vs SPY -131.8%
-453.5%
vs SPY -127.0%
20004906
SCD
LMP Capital and Income Fund Inc. (SCd)
Sale
Owner: Spouse
$1,001 - $15,00008/05/201504/15/2016
-196.9%
vs SPY +134.9%
-220.7%
vs SPY +105.7%
20004906
SCD
LMP Capital and Income Fund Inc. (SCd)
Sale
Owner: Self
$15,001 - $50,00008/05/201504/15/2016
-196.9%
vs SPY +134.9%
-220.7%
vs SPY +105.7%
20004906
IXP
iShares global Telecom ETF (IXP)
Sale
Owner: Self
$1,001 - $15,00006/30/201504/15/2016
-124.5%
vs SPY +216.1%
-117.6%
vs SPY +208.9%
20004906
RWL
Oppenheimer Large Cap Revenue ETF (RWL)
Purchase
Owner: Joint
$1,001 - $15,00006/03/201504/15/2016
+287.1%
vs SPY -43.0%
+293.0%
vs SPY -33.5%
20004906
SDY
SPdR S&P dividend ETF (SdY)
Sale
Owner: Joint
$15,001 - $50,00004/23/201504/15/2016
-194.4%
vs SPY +137.2%
-169.1%
vs SPY +157.4%
20004906
IYLD
iShares Morningstar Multi-Asset Income ETF (IYLd)
Purchase
Owner: Joint
$15,001 - $50,00003/30/201504/15/2016
+48.5%
vs SPY -289.2%
+50.0%
vs SPY -276.5%
20004906
RDIV
Oppenheimer Ultra dividend Revenue ETF (RdIV)
Purchase
Owner: Joint
$1,001 - $15,00003/30/201504/15/2016
+223.8%
vs SPY -113.9%
+205.6%
vs SPY -120.9%
20004906
TDIV
First Trust NASdAQ Technology dividend Index Fund (TdIV)
Purchase
Owner: Joint
$1,001 - $15,00001/27/201504/15/2016
+443.8%
vs SPY +92.2%
+432.0%
vs SPY +105.5%
20004906
TDIV
First Trust NASdAQ Technology dividend Index Fund (TdIV)
Purchase
Owner: Self
$1,001 - $15,00001/27/201504/15/2016
+443.8%
vs SPY +92.2%
+432.0%
vs SPY +105.5%
20004906
TDIV
First Trust NASdAQ Technology dividend Index Fund (TdIV)
Purchase
Owner: Spouse
$1,001 - $15,00001/27/201504/15/2016
+443.8%
vs SPY +92.2%
+432.0%
vs SPY +105.5%
20004906
XLV
SPdR Select Sector Fund - Health Care (XLV)
Purchase
Owner: Joint
$1,001 - $15,00001/27/201504/15/2016
+215.2%
vs SPY -136.4%
+210.3%
vs SPY -116.2%
20004906
PKW
PowerShares Buyback Achievers (PKW)
Purchase
Owner: Self
$1,001 - $15,00001/08/201504/15/2016
+257.8%
vs SPY -86.8%
+271.1%
vs SPY -55.4%
20004906
PKW
PowerShares Buyback Achievers (PKW)
Purchase
Owner: Joint
$15,001 - $50,00001/08/201504/15/2016
+257.8%
vs SPY -86.8%
+271.1%
vs SPY -55.4%
20004906
Unmapped
AXA 400 Managed Volatility Portfolio
Sale
Owner: Spouse
$1,001 - $15,00002/16/201603/09/2016n/an/a20004720
Unmapped
AXA 2000 Managed Volatility Portfolio
Sale
Owner: Spouse
$1,001 - $15,00002/16/201603/09/2016n/an/a20004720
Unmapped
Intermediate government Bond Portfolio
Purchase
Owner: Spouse
$1,001 - $15,00002/16/201603/09/2016n/an/a20004720
Unmapped
AXA International Managed Volatility Portfolio
Sale
Owner: Spouse
$1,001 - $15,00002/16/201603/09/2016n/an/a20004720
Unmapped
AXA 500 Managed Volatility Portfolio
Sale
Owner: Spouse
$1,001 - $15,00002/16/201603/09/2016n/an/a20004720
Unmapped
AXA 500 Managed Volatility Portfolio
Sale
Owner: Self
$15,001 - $50,00002/08/201603/09/2016n/an/a20004720
Unmapped
AXA 500 Managed Volatility Portfolio
Sale
Owner: Self
$15,001 - $50,00002/08/201603/09/2016n/an/a20004720
Unmapped
AXA 400 Managed Volatility Portfolio
Sale
Owner: Self
$1,001 - $15,00002/08/201603/09/2016n/an/a20004720
Unmapped
AXA 400 Managed Volatility Portfolio
Sale
Owner: Self
$1,001 - $15,00002/08/201603/09/2016n/an/a20004720
Unmapped
Intermediate government Bond Portfolio
Purchase
Owner: Self
$15,001 - $50,00002/08/201603/09/2016n/an/a20004720
Unmapped
Intermediate government Bond Portfolio
Purchase
Owner: Self
$50,001 - $100,00002/08/201603/09/2016n/an/a20004720
Unmapped
AXA International Managed Volatility Portfolio
Sale
Owner: Self
$1,001 - $15,00002/08/201603/09/2016n/an/a20004720
Unmapped
AXA International Managed Volatility
Sale
Owner: Self
$1,001 - $15,00002/08/201603/09/2016n/an/a20004720
Unmapped
AXA 2000 Managed Volatility Portfolio
Sale
Owner: Self
$15,001 - $50,00002/08/201603/09/2016n/an/a20004720
Unmapped
AXA 2000 Managed Volatility Portfolio
Sale
Owner: Self
$1,001 - $15,00002/08/201603/09/2016n/an/a20004720
Unmapped
AXA 400 Managed Volatility Portfolio
Sale
Owner: Spouse
$1,001 - $15,00001/13/201603/09/2016n/an/a20004720
Unmapped
AXA 2000 Managed Volatility Portfolio
Sale
Owner: Spouse
$1,001 - $15,00001/13/201603/09/2016n/an/a20004720
Unmapped
Intermediate government Bond Portfolio
Purchase
Owner: Spouse
$15,001 - $50,00001/13/201603/09/2016n/an/a20004720
Unmapped
AXA International Managed Volatility Portfolio
Sale
Owner: Spouse
$1,001 - $15,00001/13/201603/09/2016n/an/a20004720
Unmapped
AXA 500 Managed Volatility Portfolio
Sale
Owner: Spouse
$1,001 - $15,00001/13/201603/09/2016n/an/a20004720
VCSH
Vanguard Short-Term Corporate Bond ETF (VCSH)
Purchase
Owner: Joint
$1,001 - $15,00002/18/201602/22/2016
+32.9%
vs SPY -334.1%
+32.9%
vs SPY -333.6%
20004642
VO
Vanguard Mid-Cap ETF - dNQ (Vo)
Sale
Owner: Joint
$1,001 - $15,00002/18/201602/22/2016
-249.3%
vs SPY +117.7%
-247.4%
vs SPY +119.0%
20004642
MGK
Vanguard Mega Cap growth ETF (MgK)
Purchase
Owner: Joint
$1,001 - $15,00002/18/201602/22/2016
+510.9%
vs SPY +143.9%
+507.7%
vs SPY +141.3%
20004642
VCIT
Vanguard Intermediate-Term Corporate Bond ETF (VCIT)
Purchase
Owner: Joint
$1,001 - $15,00002/18/201602/22/2016
+37.2%
vs SPY -329.7%
+36.8%
vs SPY -329.6%
20004642
VYM
Vanguard High dividend Yield ETF - dNQ (VYM)
Sale
Owner: Joint
$1,001 - $15,00002/18/201602/22/2016
-246.0%
vs SPY +121.0%
-246.8%
vs SPY +119.7%
20004642
SDY
SPdR S&P dividend ETF (SdY)
Sale
Owner: Joint
$1,001 - $15,00002/18/201602/22/2016
-196.9%
vs SPY +170.0%
-197.2%
vs SPY +169.2%
20004642
QQQ
PowerShares QQQ Trust, Series 1 (QQQ)
Sale
Owner: Joint
$1,001 - $15,00002/18/201602/22/2016
-629.6%
vs SPY -262.6%
-627.8%
vs SPY -261.4%
20004642
VXUS
Vanguard Total International Stock ETF (VXUS)
Purchase
Owner: Joint
$1,001 - $15,00002/18/201602/22/2016
+168.6%
vs SPY -198.4%
+170.6%
vs SPY -195.8%
20004642
VB
Vanguard Small-Cap ETF - dNQ (VB)
Sale
Owner: Joint
$1,001 - $15,00002/18/201602/22/2016
-241.0%
vs SPY +126.0%
-238.9%
vs SPY +127.5%
20004642
LUK
Leucadia National Corporation (LUK)
Sale
Owner: Joint
$1,001 - $15,00002/18/201602/22/2016n/an/a20004642
Methodology

These pages archive public House periodic transaction reports and annual financial disclosures filed under the STOCK Act and posted by the Clerk of the House. Amounts are statutory ranges, not exact sizes. The chart is a simulated long-only common-stock book: a purchase adds shares, and a sale, including a partial sale, reduces or closes that holding. A sale does not open a short. The default size is the midpoint of the disclosed range, divided by the entry price. An open-ended Over band uses its disclosed floor. An equal-dollar curve is optional: each purchase is one dollar, a partial sale sells one dollar, and a full sale closes that name. When an annual report, an amendment, or a new-filer report has a text layer, its Schedule A common stock reseeds the book and clears cash. Spouse and dependent lines are included. The same ticker is summed. Options, preferred shares, funds, partnerships, bank accounts, and real estate in that report stay out. Scanned annual filings are not guessed. A later filing of an older year does not replace a newer list already in the book. Between reports, cash from sales stays in the book. Options are excluded when the filing shows option language, a strike, or an expiration date, and the page counts them. Exchanges, warrants, unmapped names, and private vehicles stay out. SPY is buy-and-hold from the same first session. The trade-date clock uses the session close on the trade date, or the next session if the market was closed, and reseeds an annual list on the first session of the year after the year the report covers. The filed clock enters on the next session after the Clerk filing date, so a copy-after-filing view does not use that day’s price. Public posting can be later than the filing date. Stock logos mark buys and sells on the selected clock. This is not the filer’s brokerage account and it is not investment advice. Senate disclosures are not included.