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Lou Barletta

Lou Barletta

REP
House · PA
Data as of 2:17 AM UTC
CAGR
+6.9%
Trades
95
Win Rate
55%
Sharpe
0.06
Beta
0.07
Max DD
(21.2%)
CAGR
+6.9%
Trades
95
Win Rate
55%
Sharpe
0.06
Beta
0.07
Max DD
(21.2%)

Lou Barletta portfolio vs S&P 500

Hypothetical $10,000 invested at their first disclosed trade date. · log scale

Loading portfolio history...

Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.

TickerActionDescriptionAmountTradedFiledShare
OTHERSellAXA Retirement Cornerstone 3$1K - $15KNov 28, 2017May 15, 2018
OTHERSellAXA Retirement Cornerstone 3$1K - $15KSep 12, 2017May 15, 2018
OTHERSellAXA Retirement Cornerstone 3$1K - $15KJul 19, 2017May 15, 2018
OTHERSellAXA Retirement Cornerstone I$1K - $15KJun 30, 2017May 15, 2018
VCITSellVanguard Intermediate$1K - $15KMar 1, 2017Mar 1, 2017
AMZNBuyAmazon.com, Inc.$15K - $50KOct 28, 2016Oct 28, 2016
BRK-BSellBerkshire Hathaway Inc. New$1K - $15KOct 28, 2016Oct 28, 2016
DIASellsPDR Dow Jones Industrial Av$15K - $50KAug 30, 2016Aug 30, 2016
LPSellLB, LLC$1K - $15KJul 1, 2016Sep 16, 2016
OTHERSellAllianceBernstein Short Dura$1K - $15KMar 7, 2016May 23, 2016
95 trades
…

Lou Barletta (R-PA) Stock Trades & Portfolio

Lou Barletta is a United States Representative from PA affiliated with the Republican Party, serving in the US House of Representatives. Disclosed Capitol tracks 95 disclosed stock trades from Lou Barletta, filed under the STOCK Act. The portfolio compounds at 6.9% annualized — 1.0% above the S&P 500 benchmark over the same period, with a 55% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Lou Barletta (R-PA) has disclosed 95 trades under the STOCK Act; portfolio CAGR of 6.9% (+1.0% vs. the S&P 500); top tickers traded: N/A, MGK, VCIT.

Lou Barletta's most recent trades

Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.

Top holdings & sectors

Most-traded tickers: N/A, MGK, VCIT. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 6.9% CAGR, +1.0% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Lou Barletta's disclosed portfolio value & net worth

Lou Barletta's disclosed stock portfolio is valued at approximately $430K across 12 tracked positions. This reflects only publicly disclosed, exchange-traded securities from STOCK Act filings — it excludes real estate, private assets, cash, and liabilities, so it is a partial floor on Lou Barletta's total net worth, not a complete measure of it.