
Lou Barletta
STOCK Act filings · simulated, not advice.
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.
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
VCIT Vanguard Intermediate-Term Corporate Bond ETF (VCIT) | Sale Owner: Joint | $1,001 - $15,000 | 03/01/2017 | 03/01/2017 | -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 - $15,000 | 10/28/2016 | 10/28/2016 | -286.9% vs SPY +28.7% | -286.0% vs SPY +29.5% | 20006116 |
AMZN Amazon.com, Inc. (AMZN) | Purchase Owner: Self | $15,001 - $50,000 | 10/28/2016 | 10/28/2016 | +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 - $50,000 | 08/30/2016 | 09/16/2016 | -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 - $15,000 | 07/01/2016 | 09/16/2016 | n/a | n/a | 20005897 |
Unmapped AXA 500 Managed Volatility | Exchange Owner: Spouse | $15,001 - $50,000 | 03/07/2016 | 05/23/2016 | n/a | n/a | 20005220 |
Unmapped AXA 400 Managed Volatility | Exchange Owner: Spouse | $1,001 - $15,000 | 03/07/2016 | 05/23/2016 | n/a | n/a | 20005220 |
Unmapped AXA 400 Managed Volatility | Exchange Owner: Self | $1,001 - $15,000 | 03/07/2016 | 05/23/2016 | n/a | n/a | 20005220 |
Unmapped AXA 400 Managed Volatility | Exchange Owner: Self | $1,001 - $15,000 | 03/07/2016 | 05/23/2016 | n/a | n/a | 20005220 |
Unmapped AXA 2000 Managed Volatility | Exchange Owner: Self | $1,001 - $15,000 | 03/07/2016 | 05/23/2016 | n/a | n/a | 20005220 |
Unmapped AXA 2000 Managed Volatility | Exchange Owner: Self | $1,001 - $15,000 | 03/07/2016 | 05/23/2016 | n/a | n/a | 20005220 |
Unmapped AXA 2000 Managed Volatility | Exchange Owner: Spouse | $1,001 - $15,000 | 03/07/2016 | 05/23/2016 | n/a | n/a | 20005220 |
Unmapped Intermediate government Bond | Exchange Owner: Spouse | $50,001 - $100,000 | 03/07/2016 | 05/23/2016 | n/a | n/a | 20005220 |
Unmapped AllianceBernstein Short Duration government Bond | Exchange Owner: Spouse | $1,001 - $15,000 | 03/07/2016 | 05/23/2016 | n/a | n/a | 20005220 |
Unmapped Intermediate government Bond | Exchange Owner: Self | $50,001 - $100,000 | 03/07/2016 | 05/23/2016 | n/a | n/a | 20005220 |
Unmapped Intermediate government Bond | Exchange Owner: Self | $15,001 - $50,000 | 03/07/2016 | 05/23/2016 | n/a | n/a | 20005220 |
Unmapped Core Bond Index | Exchange Owner: Spouse | $1,001 - $15,000 | 03/07/2016 | 05/23/2016 | n/a | n/a | 20005220 |
Unmapped Core Bond Index | Exchange Owner: Self | $1,001 - $15,000 | 03/07/2016 | 05/23/2016 | n/a | n/a | 20005220 |
Unmapped Core Bond Index | Exchange Owner: Self | $1,001 - $15,000 | 03/07/2016 | 05/23/2016 | n/a | n/a | 20005220 |
Unmapped AXA International Managed Volatility | Exchange Owner: Spouse | $1,001 - $15,000 | 03/07/2016 | 05/23/2016 | n/a | n/a | 20005220 |
Unmapped AXA International Managed Volatility | Exchange Owner: Self | $1,001 - $15,000 | 03/07/2016 | 05/23/2016 | n/a | n/a | 20005220 |
Unmapped AXA International Managed Volatility | Exchange Owner: Self | $1,001 - $15,000 | 03/07/2016 | 05/23/2016 | n/a | n/a | 20005220 |
Unmapped AXA 500 Managed Volatility | Exchange Owner: Self | $15,001 - $50,000 | 03/07/2016 | 05/23/2016 | n/a | n/a | 20005220 |
Unmapped AXA 500 Managed Volatility | Exchange Owner: Self | $15,001 - $50,000 | 03/07/2016 | 05/23/2016 | n/a | n/a | 20005220 |
Unmapped AllianceBernstein Short Duration government Bond | Exchange Owner: Self | $1,001 - $15,000 | 03/07/2016 | 05/23/2016 | n/a | n/a | 20005220 |
Unmapped AllianceBernstein Short Duration government Bond | Exchange Owner: Self | $1,001 - $15,000 | 03/07/2016 | 05/23/2016 | n/a | n/a | 20005220 |
VYM Vanguard High dividend Yield ETF - dNQ (VYM) | Purchase Owner: Joint | $15,001 - $50,000 | 12/28/2015 | 04/15/2016 | +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 - $15,000 | 12/18/2015 | 04/15/2016 | +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 - $15,000 | 12/18/2015 | 04/15/2016 | +245.4% vs SPY -103.0% | +220.2% vs SPY -106.2% | 20004906 |
AMLP Alerian MLP ETF (AMLP) | Sale Owner: Spouse | $1,001 - $15,000 | 12/09/2015 | 04/15/2016 | -129.6% vs SPY +209.8% | -120.7% vs SPY +205.8% | 20004906 |
VFH Vanguard Financials ETF - dNQ (VFH) | Purchase Owner: Joint | $1,001 - $15,000 | 12/04/2015 | 04/15/2016 | +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 - $50,000 | 10/29/2015 | 04/15/2016 | -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 - $15,000 | 09/22/2015 | 04/15/2016 | +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 - $15,000 | 09/11/2015 | 04/15/2016 | -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 - $15,000 | 09/01/2015 | 04/15/2016 | +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 - $50,000 | 09/01/2015 | 04/15/2016 | +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 - $15,000 | 08/26/2015 | 04/15/2016 | -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 - $15,000 | 08/05/2015 | 04/15/2016 | -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 - $50,000 | 08/05/2015 | 04/15/2016 | -196.9% vs SPY +134.9% | -220.7% vs SPY +105.7% | 20004906 |
IXP iShares global Telecom ETF (IXP) | Sale Owner: Self | $1,001 - $15,000 | 06/30/2015 | 04/15/2016 | -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 - $15,000 | 06/03/2015 | 04/15/2016 | +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 - $50,000 | 04/23/2015 | 04/15/2016 | -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 - $50,000 | 03/30/2015 | 04/15/2016 | +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 - $15,000 | 03/30/2015 | 04/15/2016 | +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 - $15,000 | 01/27/2015 | 04/15/2016 | +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 - $15,000 | 01/27/2015 | 04/15/2016 | +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 - $15,000 | 01/27/2015 | 04/15/2016 | +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 - $15,000 | 01/27/2015 | 04/15/2016 | +215.2% vs SPY -136.4% | +210.3% vs SPY -116.2% | 20004906 |
PKW PowerShares Buyback Achievers (PKW) | Purchase Owner: Self | $1,001 - $15,000 | 01/08/2015 | 04/15/2016 | +257.8% vs SPY -86.8% | +271.1% vs SPY -55.4% | 20004906 |
PKW PowerShares Buyback Achievers (PKW) | Purchase Owner: Joint | $15,001 - $50,000 | 01/08/2015 | 04/15/2016 | +257.8% vs SPY -86.8% | +271.1% vs SPY -55.4% | 20004906 |
Unmapped AXA 400 Managed Volatility Portfolio | Sale Owner: Spouse | $1,001 - $15,000 | 02/16/2016 | 03/09/2016 | n/a | n/a | 20004720 |
Unmapped AXA 2000 Managed Volatility Portfolio | Sale Owner: Spouse | $1,001 - $15,000 | 02/16/2016 | 03/09/2016 | n/a | n/a | 20004720 |
Unmapped Intermediate government Bond Portfolio | Purchase Owner: Spouse | $1,001 - $15,000 | 02/16/2016 | 03/09/2016 | n/a | n/a | 20004720 |
Unmapped AXA International Managed Volatility Portfolio | Sale Owner: Spouse | $1,001 - $15,000 | 02/16/2016 | 03/09/2016 | n/a | n/a | 20004720 |
Unmapped AXA 500 Managed Volatility Portfolio | Sale Owner: Spouse | $1,001 - $15,000 | 02/16/2016 | 03/09/2016 | n/a | n/a | 20004720 |
Unmapped AXA 500 Managed Volatility Portfolio | Sale Owner: Self | $15,001 - $50,000 | 02/08/2016 | 03/09/2016 | n/a | n/a | 20004720 |
Unmapped AXA 500 Managed Volatility Portfolio | Sale Owner: Self | $15,001 - $50,000 | 02/08/2016 | 03/09/2016 | n/a | n/a | 20004720 |
Unmapped AXA 400 Managed Volatility Portfolio | Sale Owner: Self | $1,001 - $15,000 | 02/08/2016 | 03/09/2016 | n/a | n/a | 20004720 |
Unmapped AXA 400 Managed Volatility Portfolio | Sale Owner: Self | $1,001 - $15,000 | 02/08/2016 | 03/09/2016 | n/a | n/a | 20004720 |
Unmapped Intermediate government Bond Portfolio | Purchase Owner: Self | $15,001 - $50,000 | 02/08/2016 | 03/09/2016 | n/a | n/a | 20004720 |
Unmapped Intermediate government Bond Portfolio | Purchase Owner: Self | $50,001 - $100,000 | 02/08/2016 | 03/09/2016 | n/a | n/a | 20004720 |
Unmapped AXA International Managed Volatility Portfolio | Sale Owner: Self | $1,001 - $15,000 | 02/08/2016 | 03/09/2016 | n/a | n/a | 20004720 |
Unmapped AXA International Managed Volatility | Sale Owner: Self | $1,001 - $15,000 | 02/08/2016 | 03/09/2016 | n/a | n/a | 20004720 |
Unmapped AXA 2000 Managed Volatility Portfolio | Sale Owner: Self | $15,001 - $50,000 | 02/08/2016 | 03/09/2016 | n/a | n/a | 20004720 |
Unmapped AXA 2000 Managed Volatility Portfolio | Sale Owner: Self | $1,001 - $15,000 | 02/08/2016 | 03/09/2016 | n/a | n/a | 20004720 |
Unmapped AXA 400 Managed Volatility Portfolio | Sale Owner: Spouse | $1,001 - $15,000 | 01/13/2016 | 03/09/2016 | n/a | n/a | 20004720 |
Unmapped AXA 2000 Managed Volatility Portfolio | Sale Owner: Spouse | $1,001 - $15,000 | 01/13/2016 | 03/09/2016 | n/a | n/a | 20004720 |
Unmapped Intermediate government Bond Portfolio | Purchase Owner: Spouse | $15,001 - $50,000 | 01/13/2016 | 03/09/2016 | n/a | n/a | 20004720 |
Unmapped AXA International Managed Volatility Portfolio | Sale Owner: Spouse | $1,001 - $15,000 | 01/13/2016 | 03/09/2016 | n/a | n/a | 20004720 |
Unmapped AXA 500 Managed Volatility Portfolio | Sale Owner: Spouse | $1,001 - $15,000 | 01/13/2016 | 03/09/2016 | n/a | n/a | 20004720 |
VCSH Vanguard Short-Term Corporate Bond ETF (VCSH) | Purchase Owner: Joint | $1,001 - $15,000 | 02/18/2016 | 02/22/2016 | +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 - $15,000 | 02/18/2016 | 02/22/2016 | -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 - $15,000 | 02/18/2016 | 02/22/2016 | +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 - $15,000 | 02/18/2016 | 02/22/2016 | +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 - $15,000 | 02/18/2016 | 02/22/2016 | -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 - $15,000 | 02/18/2016 | 02/22/2016 | -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 - $15,000 | 02/18/2016 | 02/22/2016 | -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 - $15,000 | 02/18/2016 | 02/22/2016 | +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 - $15,000 | 02/18/2016 | 02/22/2016 | -241.0% vs SPY +126.0% | -238.9% vs SPY +127.5% | 20004642 |
LUK Leucadia National Corporation (LUK) | Sale Owner: Joint | $1,001 - $15,000 | 02/18/2016 | 02/22/2016 | n/a | n/a | 20004642 |
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.