Lou BarlettaHouse

U.S. Representative · PA-11 · R · 2014-10 → 2016-10

Chamber
House
Party
R
State
PA
Trades
81 (40 buys · 41 sells)
Estimated volume
$1.2M
Late filings
21% (17 of 81)
Median filing lag
3 days
Outperformance rank
#117 of 143 ranked

Estimated portfolio

Their disclosed buys at today's prices, assuming nothing was sold. Trades are disclosed as ranges, so we use the midpoint.

Headlines

Portfolio value
$1.8M
from $558K cost
Estimated gain
+$1.2M
Up 221%
Versus the S&P 500
-$283K
SPY would hold $2.1M
Positions
15
from 36 buys
#PositionSinceCost basisValue todayGainShare of portfolio
1
MGKVanguard Mega Cap growth ETF
2016-01-29$89K$476K+434%27%
2
QQQPowerShares QQQ Trust, Series 1
2015-12-28$49K$287K+491%16%
3
AMZNAmazon.com, Inc.
2016-10-28$33K$217K+568%12%
4
VYMVanguard High dividend Yield ETF - dNQ
2015-12-18$57K$135K+139%8%
5
SPYdR S&P 500
2015-12-28$33K$116K+258%7%
6
TDIVFirst Trust NASdAQ Technology dividend Index Fund
2015-01-27$24K$96K+302%5%
7
DIAdR dow Jones Industrial Average ETF
2015-12-28$33K$95K+193%5%
8
VCSHVanguard Short-Term Corporate Bond ETF
2016-01-29$81K$80K-2%4%
9
VCITVanguard Intermediate-Term Corporate Bond ETF
2016-01-29$81K$76K-6%4%
10
VOVanguard Mid-Cap ETF - dNQ
2016-01-29$24K$70K+191%4%
11
VBVanguard Small-Cap ETF - dNQ
2016-01-29$24K$68K+185%4%
12
XLVdR Select Sector Fund - Health Care
2015-01-27$8K$21K+161%1%
13
SDYdR S&P dividend ETF
2016-01-29$8K$18K+123%1%
14
RDIVRevenueShares Ultra dividend Fund
2015-03-30$8K$17K+107%1%
15
VXUSVanguard Total International Stock ETF
2016-02-18$8K$15K+93%1%

Trades that mattered most

These 8 buys explain 64% of their result against the S&P 500.

#StockAssetBoughtHeldSizeReturnvs SPYSource
1AMZN
Amazon.com, Inc.
2016-10-2810.0y$15K-50K+568%+322%
2VCIT
Vanguard Intermediate-Term Corporate Bond ETF
2016-01-2910.8y$15K-50K-6%-285%
3VCIT
Vanguard Intermediate-Term Corporate Bond ETF
2016-01-2910.8y$15K-50K-6%-285%
4VCSH
Vanguard Short-Term Corporate Bond ETF
2016-01-2910.8y$15K-50K-2%-281%
5VCSH
Vanguard Short-Term Corporate Bond ETF
2016-01-2910.8y$15K-50K-2%-281%
6QQQ
PowerShares QQQ Trust, Series 1
2015-12-2810.9y$15K-50K+483%+225%
7MGK
Vanguard Mega Cap growth ETF
2016-01-2910.8y$15K-50K+433%+154%
8MGK
Vanguard Mega Cap growth ETF
2016-01-2910.8y$15K-50K+433%+154%

Returns by stock

Each stock's return since they bought it, next to the S&P 500 over the same days.

#StockTradesBuys / sellsBeat S&P 500Stock returnS&P 500
1VCIT44/00 of 4-6%+280%
2VCSH44/00 of 4-2%+280%
3MGK75/25 of 5+434%+280%
4QQQ43/13 of 3+491%+262%
5AMZN11/01 of 1+568%+246%
6VYM54/10 of 4+139%+264%
7VB43/10 of 3+185%+285%
8VO43/10 of 3+191%+285%
9DIA31/20 of 1+193%+258%
10VXUS11/00 of 1+93%+283%
11SDY31/20 of 1+123%+280%
12RDIV31/20 of 1+107%+253%
13TDIV63/33 of 3+302%+263%
14XLV11/00 of 1+161%+263%
15CWGL10/1———

Trades by month

Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.

BuysSells

All trades

81 of 81

Lou Barletta
House · R · PA
Buy$15K-50K
+322.1% vs SPY
AMZNAmazon.com, Inc.
2016-10-28 → 2016-10-28 · 0d
Lou BarlettaJT
House · R · PA
Buy$15K-50K
-121.5% vs SPY
VYMVanguard High dividend Yield ETF - dNQ
2015-12-28 → 2016-04-15 · 109d late
Lou BarlettaSP
House · R · PA
Buy$1K-15K
-126.6% vs SPY
VYMVanguard High dividend Yield ETF - dNQ
2015-12-18 → 2016-04-15 · 119d late
Lou Barletta
House · R · PA
Buy$1K-15K
-126.6% vs SPY
VYMAmeriprise Financial IRA 5494 Vanguard High dividend Yield ETF - dNQ
2015-12-18 → 2016-04-15 · 119d late
IYLDiShares Morningstar Multi-Asset Income ETF
2015-10-29 → 2016-04-15 · 169d late
BRK.BAmeriprise Financial IRA 5494 Berkshire Hathaway Inc. New (BRK.B)
2015-09-22 → 2016-04-15 · 206d late
Lou BarlettaJT
House · R · PA
Sell$1K-15K
+146.3% vs SPY
MGKVanguard Mega Cap growth ETF
2015-09-11 → 2016-04-15 · 217d late
Lou Barletta
House · R · PA
Sell$1K-15K
+149.9% vs SPY
MGKAmeriprise Financial IRA 3851 Vanguard Mega Cap growth ETF
2015-08-26 → 2016-04-15 · 233d late
IXPAmeriprise Financial 9039 iShares global Telecom ETF
2015-06-30 → 2016-04-15 · 290d late
Lou BarlettaJT
House · R · PA
Sell$15K-50K
-144.5% vs SPY
SDYdR S&P dividend ETF
2015-04-23 → 2016-04-15 · 358d late
IYLDiShares Morningstar Multi-Asset Income ETF
2015-03-30 → 2016-04-15 · 382d late
Lou BarlettaSP
House · R · PA
Buy$1K-15K
-146.3% vs SPY
RDIVOppenheimer Ultra dividend Revenue ETF
2015-03-30 → 2016-04-15 · 382d late
Lou BarlettaSP
House · R · PA
Buy$1K-15K
+38.9% vs SPY
TDIVFirst Trust NASdAQ Technology dividend Index Fund
2015-01-27 → 2016-04-15 · 444d late
Lou Barletta
House · R · PA
Buy$1K-15K
+38.9% vs SPY
TDIVAmeriprise Financial IRA 5494 First Trust NASdAQ Technology dividend Index Fund
2015-01-27 → 2016-04-15 · 444d late
Lou BarlettaJT
House · R · PA
Buy$1K-15K
+38.9% vs SPY
TDIVFirst Trust NASdAQ Technology dividend Index Fund
2015-01-27 → 2016-04-15 · 444d late
Lou BarlettaJT
House · R · PA
Buy$1K-15K
-101.7% vs SPY
XLVdR Select Sector Fund - Health Care
2015-01-27 → 2016-04-15 · 444d late
—AXA 2000 Managed Volatility PortfolioS01/13/201601/13/2016$1,001 - $15,000 FILINg STATuS: New AXA Retirement Cornerstone 314052430 DESCRIPTION: Annuity Rebalance SPAXA 2000 Managed Volatility PortfolioS02/16/201602/16/2016$1,001 - $15,000 FILINg STATuS: New AXA Retirement Cornerstone 314052430 DESCRIPTION: Annuity Rebalance SPAXA 400 Managed Volatility PortfolioS02/16/201602/16/2016$1,001 - $15,000 FILINg STATuS: New AXA Retirement Cornerstone 314052430 DESCRIPTION: Annuity Rebalance SPAXA 400 Managed Volatility PortfolioS01/13/201601/13/2016$1,001 - $15,000 FILINg STATuS: New AXA Retirement Cornerstone 314052430 DESCRIPTION: Annuity Rebalance AXA 400 Managed Volatility PortfolioS02/8/201602/8/2016$1,001 - $15,000 FILINg STATuS: New AXA Retirement Cornerstone 314052431 DESCRIPTION: Annuity Rebalancing AXA 400 Managed Volatility PortfolioS02/8/201602/8/2016$1,001 - $15,000 FILINg STATuS: New AXA Retirement Cornerstone 314052432 DESCRIPTION: Annuity Rebalance AXA 500 Managed Volatility PortfolioS02/8/201602/8/2016$15,001 - $50,000 FILINg STATuS: New AXA Retirement Cornerstone 314052432 DESCRIPTION: Annuity rebalance AXA 500 Managed Volatility PortfolioS02/8/201602/8/2016$15,001 - $50,000 FILINg STATuS: New AXA Retirement Cornerstone 314052431 DESCRIPTION: Annuity Rebalancing SPAXA 500 Managed Volatility PortfolioS01/13/201601/13/2016$1,001 - $15,000 FILINg STATuS: New AXA Retirement Cornerstone 314052430 DESCRIPTION: Annuity Rebalance SPAXA 500 Managed Volatility PortfolioS02/16/201602/16/2016$1,001 - $15,000 FILINg STATuS: New AXA Retirement Cornerstone 314052430 DESCRIPTION: Annuity Rebalance SPAXA International Managed Volatility Portfolio
2016-02-16 → 2016-03-09 · 22d
—Intermediate government Bond Portfolio
2016-02-16 → 2016-03-09 · 22d
—AXA International Managed Volatility Portfolio
2016-01-13 → 2016-03-09 · 56d late
—Intermediate government Bond Portfolio
2016-01-13 → 2016-03-09 · 56d late
CWGLCrimson Wine group Ltd.
2016-02-18 → 2016-02-22 · 4d
LUKLeucadia National Corporation
2016-02-18 → 2016-02-22 · 4d
Lou BarlettaJT
House · R · PA
Sell$1K-15K
+264.7% vs SPY
QQQPowerShares QQQ Trust, Series 1
2016-02-18 → 2016-02-22 · 4d
Lou BarlettaJT
House · R · PA
Sell$1K-15K
-165.6% vs SPY
SDYdR S&P dividend ETF
2016-02-18 → 2016-02-22 · 4d
Lou BarlettaJT
House · R · PA
Sell$1K-15K
-139.2% vs SPY
VYMVanguard High dividend Yield ETF - dNQ
2016-02-18 → 2016-02-22 · 4d
Lou BarlettaJT
House · R · PA
Buy$1K-15K
-288.3% vs SPY
VCITVanguard Intermediate-Term Corporate Bond ETF
2016-02-18 → 2016-02-22 · 4d
Lou BarlettaJT
House · R · PA
Buy$1K-15K
+160.7% vs SPY
MGKVanguard Mega Cap growth ETF
2016-02-18 → 2016-02-22 · 4d
Lou BarlettaJT
House · R · PA
Sell$1K-15K
-94.9% vs SPY
VOVanguard Mid-Cap ETF - dNQ
2016-02-18 → 2016-02-22 · 4d
Lou BarlettaJT
House · R · PA
Buy$1K-15K
-284.3% vs SPY
VCSHVanguard Short-Term Corporate Bond ETF
2016-02-18 → 2016-02-22 · 4d
Lou BarlettaJT
House · R · PA
Sell$1K-15K
-97.9% vs SPY
VBVanguard Small-Cap ETF - dNQ
2016-02-18 → 2016-02-22 · 4d
Lou BarlettaJT
House · R · PA
Buy$1K-15K
-189.4% vs SPY
VXUSVanguard Total International Stock ETF
2016-02-18 → 2016-02-22 · 4d
Lou BarlettaJT
House · R · PA
Buy$1K-15K
-96.0% vs SPY
VOVanguard Mid-Cap ETF - dNQ
2016-02-10 → 2016-02-22 · 12d
Lou BarlettaJT
House · R · PA
Buy$1K-15K
-99.5% vs SPY
VBVanguard Small-Cap ETF - dNQ
2016-02-10 → 2016-02-22 · 12d
Lou BarlettaJT
House · R · PA
Sell$1K-15K
+1027.3% vs SPY
AAPLApple Inc.
2016-01-29 → 2016-02-01 · 3d
Lou BarlettaJT
House · R · PA
Sell$1K-15K
-236.6% vs SPY
CLColgate-Palmolive Company
2016-01-29 → 2016-02-01 · 3d
Lou BarlettaSP
House · R · PA
Sell$1K-15K
+71.0% vs SPY
TDIVFirst Trust Exchange-Traded Fund VI First Trust NASdAQ Technology dividend Index Fund
2016-01-29 → 2016-02-01 · 3d
Lou Barletta
House · R · PA
Sell$15K-50K
+71.0% vs SPY
TDIVAmerican Enterprise IRA 5494 First Trust Exchange-Traded Fund VI First Trust NASdAQ Technology dividend Index Fund
2016-01-29 → 2016-02-01 · 3d
Lou BarlettaJT
House · R · PA
Sell$15K-50K
-106.4% vs SPY
HDHome depot, Inc.
2016-01-29 → 2016-02-01 · 3d
Lou Barletta
House · R · PA
Sell$1K-15K
-33.1% vs SPY
PKWAmerican Enterprise 7802 PowerShares Buyback Achievers
2016-01-29 → 2016-02-01 · 3d
Lou Barletta
House · R · PA
Buy$1K-15K
+250.5% vs SPY
QQQAmerican Enterprise IRA 3851 PowerShares QQQ Trust, Series 1
2016-01-29 → 2016-02-01 · 3d
Lou BarlettaJT
House · R · PA
Sell$1K-15K
-21.3% vs SPY
RWLRevenueShares Large Cap
2016-01-29 → 2016-02-01 · 3d
Lou Barletta
House · R · PA
Sell$15K-50K
-21.3% vs SPY
RWLAmerican Enterprise 7802 RevenueShares Large Cap
2016-01-29 → 2016-02-01 · 3d
Lou BarlettaSP
House · R · PA
Sell$1K-15K
-67.9% vs SPY
DIAdR dow Jones Industrial Average ETF
2016-01-29 → 2016-02-01 · 3d
Lou Barletta
House · R · PA
Sell$15K-50K
-67.9% vs SPY
DIAdR dow Jones Industrial Average ETF
2016-01-29 → 2016-02-01 · 3d
Lou BarlettaJT
House · R · PA
Buy$1K-15K
-156.7% vs SPY
SDYdR S&P dividend ETF
2016-01-29 → 2016-02-01 · 3d
Lou BarlettaJT
House · R · PA
Sell$1K-15K
-85.6% vs SPY
VXFVanguard Extended Market ETF - dNQ
2016-01-29 → 2016-02-01 · 3d
Lou BarlettaSP
House · R · PA
Sell$1K-15K
-66.9% vs SPY
VFHVanguard Financials ETF - dNQ
2016-01-29 → 2016-02-01 · 3d
Lou BarlettaJT
House · R · PA
Sell$1K-15K
-66.9% vs SPY
VFHVanguard Financials ETF - dNQ
2016-01-29 → 2016-02-01 · 3d
Lou BarlettaJT
House · R · PA
Buy$1K-15K
-134.3% vs SPY
VYMVanguard High dividend Yield ETF - dNQ
2016-01-29 → 2016-02-01 · 3d
Lou BarlettaSP
House · R · PA
Buy$1K-15K
-285.1% vs SPY
VCITVanguard Intermediate-Term Corporate Bond ETF
2016-01-29 → 2016-02-01 · 3d
Lou BarlettaJT
House · R · PA
Buy$15K-50K
-285.1% vs SPY
VCITVanguard Intermediate-Term Corporate Bond ETF
2016-01-29 → 2016-02-01 · 3d
Lou Barletta
House · R · PA
Buy$15K-50K
-285.1% vs SPY
VCITAmerican Enterprise 7802 Vanguard Intermediate-Term Corporate Bond ETF
2016-01-29 → 2016-02-01 · 3d
Lou Barletta
House · R · PA
Buy$15K-50K
+153.8% vs SPY
MGKAmerican Enterprise IRA 3851 Vanguard Mega Cap growth ETF
2016-01-29 → 2016-02-01 · 3d
Lou BarlettaJT
House · R · PA
Buy$15K-50K
+153.8% vs SPY
MGKVanguard Mega Cap growth ETF
2016-01-29 → 2016-02-01 · 3d
Lou BarlettaSP
House · R · PA
Buy$1K-15K
+153.8% vs SPY
MGKVanguard Mega Cap growth ETF
2016-01-29 → 2016-02-01 · 3d
Lou BarlettaJT
House · R · PA
Buy$1K-15K
+153.8% vs SPY
MGKVanguard Mega Cap growth ETF
2016-01-29 → 2016-02-01 · 3d
Lou BarlettaJT
House · R · PA
Buy$1K-15K
-93.4% vs SPY
VOVanguard Mid-Cap ETF - dNQ
2016-01-29 → 2016-02-01 · 3d
Lou Barletta
House · R · PA
Buy$1K-15K
-93.4% vs SPY
VOAmerican Enterprise 9039 Vanguard Mid-Cap ETF - dNQ
2016-01-29 → 2016-02-01 · 3d
Lou Barletta
House · R · PA
Buy$15K-50K
-281.3% vs SPY
VCSHAmerican Enterprise IRA 3851 Vanguard Short-Term Corporate Bond ETF
2016-01-29 → 2016-02-01 · 3d
Lou BarlettaJT
House · R · PA
Buy$15K-50K
-281.3% vs SPY
VCSHVanguard Short-Term Corporate Bond ETF
2016-01-29 → 2016-02-01 · 3d
Lou BarlettaSP
House · R · PA
Buy$1K-15K
-281.3% vs SPY
VCSHVanguard Short-Term Corporate Bond ETF
2016-01-29 → 2016-02-01 · 3d
Lou BarlettaJT
House · R · PA
Buy$1K-15K
-100.3% vs SPY
VBVanguard Small-Cap ETF - dNQ
2016-01-29 → 2016-02-01 · 3d
Lou Barletta
House · R · PA
Buy$1K-15K
-100.3% vs SPY
VBAmerican Enterprise 9039 Vanguard Small-Cap ETF - dNQ
2016-01-29 → 2016-02-01 · 3d
HYIWestern Asset High Yield defined Opportunity Fund Inc.
2016-01-29 → 2016-02-01 · 3d
DTNAmerican Enterprise IRA 5494 WisdomTree dividend Ex-Financials Fund
2016-01-29 → 2016-02-01 · 3d
DTNWisdomTree dividend Ex-Financials Fund
2016-01-29 → 2016-02-01 · 3d
Lou BarlettaJT
House · R · PA
Sell$1K-15K
-149.2% vs SPY
RDIVRevenueShares Ultra dividend Fund
2016-01-15 → 2016-02-01 · 17d
Lou BarlettaJT
House · R · PA
Sell$1K-15K
-302.5% vs SPY
BCEBCE, Inc.
2015-12-28 → 2015-12-28 · 0d
Lou BarlettaJT
House · R · PA
Sell$1K-15K
-69.5% vs SPY
COPConocoPhillips
2015-12-28 → 2015-12-28 · 0d
Lou BarlettaJT
House · R · PA
Sell$1K-15K
+63.2% vs SPY
TDIVFirst Trust Exchange-Traded Fund VI First Trust NaSdaQ Technology dividend Index Fund
2015-12-28 → 2015-12-28 · 0d
Lou BarlettaJT
House · R · PA
Sell$15K-50K
-36.6% vs SPY
PKWPowerShares Buyback achievers
2015-12-28 → 2015-12-28 · 0d
Lou BarlettaJT
House · R · PA
Buy$15K-50K
+224.7% vs SPY
QQQPowerShares QQQ Trust, Series 1
2015-12-28 → 2015-12-28 · 0d
Lou BarlettaJT
House · R · PA
Buy$1K-15K
+224.7% vs SPY
QQQPowerShares QQQ Trust, Series 1
2015-12-28 → 2015-12-28 · 0d
Lou BarlettaJT
House · R · PA
Sell$1K-15K
-23.5% vs SPY
RWLRevenueShares Large Cap
2015-12-28 → 2015-12-28 · 0d
Lou BarlettaJT
House · R · PA
Sell$1K-15K
-139.0% vs SPY
RDIVRevenueShares Ultra dividend Fund
2015-12-28 → 2015-12-28 · 0d
Lou BarlettaJT
House · R · PA
Buy$15K-50K
-65.6% vs SPY
DIAdR dow Jones Industrial average ETF
2015-12-28 → 2015-12-28 · 0d
Lou BarlettaJT
House · R · PA
Buy$15K-50K
+0.0% vs SPY
SPYdR S&P 500
2015-12-28 → 2015-12-28 · 0d
Lou BarlettaJT
House · R · PA
Sell$1K-15K
-74.3% vs SPY
VFHVanguard Financials ETF - dNQ
2015-12-28 → 2015-12-28 · 0d
Lou BarlettaJT
House · R · PA
Sell$1K-15K
-242.0% vs SPY
KMIKinder Morgan, Inc.
2015-10-29 → 2015-11-06 · 8d
Lou Barletta
House · R · PA
Sell$15K-50K
+731.0% vs SPY
AAPLApple Inc.
2015-02-12 → 2015-02-19 · 7d
DDD3D Systems Corporation
2014-10-22 → 2014-10-22 · 0d