House
Lou Barletta
—
Transactions
137
Total transactions associated with this filer
Disclosed purchases
48
$321.0K – $1.4M
Average modeled return
+271.3%
44 of 48 purchases modeled
Average vs. S&P 500
-72.9%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
12 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
44 of 48 disclosed purchases have modeled returns for this period. 4 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | Oct 28, 2016 | Nov 6, 2026 | +568.0% | +305.1% | +262.9% |
| QQQ | Invesco QQQ | Jan 29, 2016 | Nov 6, 2026 | +579.7% | +351.3% | +228.4% |
| QQQ | Invesco QQQ | Dec 28, 2015 | Nov 6, 2026 | +529.0% | +326.1% | +202.9% |
| QQQ | Invesco QQQ | Dec 28, 2015 | Nov 6, 2026 | +529.0% | +326.1% | +202.9% |
| MGK | F S : New Vanguard Mega Cap Growth ETF | Feb 18, 2016 | Nov 6, 2026 | +490.6% | +355.2% | +135.5% |
| MGK | F S : New Vanguard Mega Cap Growth ETF | Jan 29, 2016 | Nov 6, 2026 | +479.6% | +351.3% | +128.3% |
| MGK | F S : New Vanguard Mega Cap Growth ETF | Jan 29, 2016 | Nov 6, 2026 | +479.6% | +351.3% | +128.3% |
| MGK | F S : New Vanguard Mega Cap Growth ETF | Jan 29, 2016 | Nov 6, 2026 | +479.6% | +351.3% | +128.3% |
| MGK | F S : New Vanguard Mega Cap Growth ETF | Jan 29, 2016 | Nov 6, 2026 | +479.6% | +351.3% | +128.3% |
| TDIV | First Trust NASDAQ Technology Dividend Index Fund (TDIV) | Jan 27, 2015 | Nov 6, 2026 | +415.9% | +340.2% | +75.8% |
| TDIV | First Trust NASDAQ Technology Dividend Index Fund (TDIV) | Jan 27, 2015 | Nov 6, 2026 | +415.9% | +340.2% | +75.8% |
| TDIV | First Trust NASDAQ Technology Dividend Index Fund (TDIV) | Jan 27, 2015 | Nov 6, 2026 | +415.9% | +340.2% | +75.8% |
| SPY | SPDR S&P 500 ETF TRUST | Dec 28, 2015 | Nov 6, 2026 | +326.1% | +326.1% | +0.0% |
| BRK-B | BERKSHIRE HATHAWAY INC | Sep 22, 2015 | Nov 6, 2026 | +341.5% | +353.6% | -12.1% |
| RWL | F ILINg S TATUS : New S UBHOLdINg O F : American Enterprise 7802 RevenueShares Large C ap | Jun 3, 2015 | Nov 6, 2026 | +283.2% | +319.2% | -36.0% |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | Sep 1, 2015 | Nov 6, 2026 | +297.6% | +361.0% | -63.4% |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | Sep 1, 2015 | Nov 6, 2026 | +297.6% | +361.0% | -63.4% |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | Dec 28, 2015 | Nov 6, 2026 | +261.7% | +326.1% | -64.4% |
| VFH | F IlINg s TaTus : New Vanguard Financials ETF | Dec 4, 2015 | Nov 6, 2026 | +245.8% | +319.6% | -73.8% |
| PKW | F ILINg S TATUS : New S UBHOLdINg O F : American Enterprise 7802 PowerShares Buyback Achievers | Jan 8, 2015 | Nov 6, 2026 | +250.6% | +333.4% | -82.8% |
| PKW | F ILINg S TATUS : New S UBHOLdINg O F : American Enterprise 7802 PowerShares Buyback Achievers | Jan 8, 2015 | Nov 6, 2026 | +250.6% | +333.4% | -82.8% |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | Dec 28, 2015 | Nov 6, 2026 | +227.7% | +326.1% | -98.4% |
| RDIV | Oppenheimer Ultra Dividend Revenue ETF (RDIV) | Mar 30, 2015 | Nov 6, 2026 | +227.5% | +326.6% | -99.1% |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | Dec 18, 2015 | Nov 6, 2026 | +236.6% | +337.1% | -100.6% |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | Dec 18, 2015 | Nov 6, 2026 | +236.6% | +337.1% | -100.6% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 6 · 137 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| VCIT | F ILINg S TATUS : New S UBHOLdINg O F : American Enterprise 7802 Vanguard Intermed iate-Term CorporateBond ETF | Mar 1, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | AMAZON COM INC | Oct 28, 2016 | purchase | $15.0K – $50.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Oct 28, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | Aug 30, 2016 | sale | $15.0K – $50.0K | Filing ↗ |
| — | LB, LLC- Edgewood in the Pines Golf Course | Jul 1, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| — | AXA 400 Managed Volatility | Mar 7, 2016 | exchange | $1.0K – $15.0K | Filing ↗ |
| — | AllianceBernstein Short Duration Government Bond | Mar 7, 2016 | exchange | $1.0K – $15.0K | Filing ↗ |
| — | AllianceBernstein Short Duration Government Bond | Mar 7, 2016 | exchange | $1.0K – $15.0K | Filing ↗ |
| — | Intermediate Government Bond | Mar 7, 2016 | exchange | $15.0K – $50.0K | Filing ↗ |
| — | AXA 500 Managed Volatility | Mar 7, 2016 | exchange | $15.0K – $50.0K | Filing ↗ |
| — | Intermediate Government Bond | Mar 7, 2016 | exchange | $50.0K – $100.0K | Filing ↗ |
| — | Core Bond Index | Mar 7, 2016 | exchange | $1.0K – $15.0K | Filing ↗ |
| — | Core Bond Index | Mar 7, 2016 | exchange | $1.0K – $15.0K | Filing ↗ |
| — | AXA International Managed Volatility | Mar 7, 2016 | exchange | $1.0K – $15.0K | Filing ↗ |
| — | AllianceBernstein Short Duration Government Bond | Mar 7, 2016 | exchange | $1.0K – $15.0K | Filing ↗ |
| — | AXA 2000 Managed Volatility | Mar 7, 2016 | exchange | $1.0K – $15.0K | Filing ↗ |
| — | AXA 500 Managed Volatility | Mar 7, 2016 | exchange | $15.0K – $50.0K | Filing ↗ |
| — | AXA 400 Managed Volatility | Mar 7, 2016 | exchange | $1.0K – $15.0K | Filing ↗ |
| — | AXA International Managed Volatility | Mar 7, 2016 | exchange | $1.0K – $15.0K | Filing ↗ |
| — | Intermediate Government Bond | Mar 7, 2016 | exchange | $50.0K – $100.0K | Filing ↗ |
| — | AXA 500 Managed Volatility | Mar 7, 2016 | exchange | $15.0K – $50.0K | Filing ↗ |
| — | Core Bond Index | Mar 7, 2016 | exchange | $1.0K – $15.0K | Filing ↗ |
| — | AXA International Managed Volatility | Mar 7, 2016 | exchange | $1.0K – $15.0K | Filing ↗ |
| — | AXA 400 Managed Volatility | Mar 7, 2016 | exchange | $1.0K – $15.0K | Filing ↗ |
| — | AXA 2000 Managed Volatility | Mar 7, 2016 | exchange | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|
No annual disclosure is currently associated with this filer.
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice. Read the modeling methodology · Review data sources and coverage · Explore other politicians