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
#106 of 142 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
$1.9M
from $558K cost
Estimated gain
+$1.3M
Up 238%
Versus the S&P 500
-$284K
SPY would hold $2.2M
Positions
15
from 36 buys
#PositionSinceCost basisValue todayGainShare of portfolio
1
MGKVanguard Mega Cap growth ETF
2016-01-29$89K$533K+498%28%
2
QQQPowerShares QQQ Trust, Series 1
2015-12-28$49K$327K+575%17%
3
AMZNAmazon.com, Inc.
2016-10-28$33K$211K+548%11%
4
VYMVanguard High dividend Yield ETF - dNQ
2015-12-18$57K$133K+135%7%
5
SPYdR S&P 500
2015-12-28$33K$122K+275%6%
6
TDIVFirst Trust NASdAQ Technology dividend Index Fund
2015-01-27$24K$103K+330%5%
7
DIAdR dow Jones Industrial Average ETF
2015-12-28$33K$95K+192%5%
8
VCSHVanguard Short-Term Corporate Bond ETF
2016-01-29$81K$79K-3%4%
9
VCITVanguard Intermediate-Term Corporate Bond ETF
2016-01-29$81K$75K-8%4%
10
VOVanguard Mid-Cap ETF - dNQ
2016-01-29$24K$70K+192%4%
11
VBVanguard Small-Cap ETF - dNQ
2016-01-29$24K$69K+189%4%
12
XLVdR Select Sector Fund - Health Care
2015-01-27$8K$19K+135%1%
13
SDYdR S&P dividend ETF
2016-01-29$8K$16K+104%1%
14
VXUSVanguard Total International Stock ETF
2016-02-18$8K$16K+104%1%
15
RDIVRevenueShares Ultra dividend Fund
2015-03-30$8K$15K+91%1%

Trades that mattered most

These 8 buys explain 62% of their result against the S&P 500.

#StockAssetBoughtHeldSizeReturnvs SPYSource
1VCIT
Vanguard Intermediate-Term Corporate Bond ETF
2016-01-2910.7y$15K-50K-8%-305%
2VCIT
Vanguard Intermediate-Term Corporate Bond ETF
2016-01-2910.7y$15K-50K-8%-305%
3VCSH
Vanguard Short-Term Corporate Bond ETF
2016-01-2910.7y$15K-50K-3%-300%
4VCSH
Vanguard Short-Term Corporate Bond ETF
2016-01-2910.7y$15K-50K-3%-300%
5QQQ
PowerShares QQQ Trust, Series 1
2015-12-2810.8y$15K-50K+566%+291%
6AMZN
Amazon.com, Inc.
2016-10-289.9y$15K-50K+548%+286%
7MGK
Vanguard Mega Cap growth ETF
2016-01-2910.7y$15K-50K+497%+200%
8MGK
Vanguard Mega Cap growth ETF
2016-01-2910.7y$15K-50K+497%+200%

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 4-8%+298%
2VCSH44/00 of 4-3%+298%
3MGK75/25 of 5+498%+298%
4QQQ43/13 of 3+575%+279%
5AMZN11/01 of 1+548%+262%
6VYM54/10 of 4+135%+281%
7VB43/10 of 3+189%+303%
8DIA31/20 of 1+192%+275%
9VO43/10 of 3+192%+303%
10VXUS11/00 of 1+104%+301%
11SDY31/20 of 1+104%+297%
12RDIV31/20 of 1+91%+270%
13TDIV63/33 of 3+330%+280%
14XLV11/00 of 1+135%+280%
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
+285.9% vs SPY
AMZNAmazon.com, Inc.
2016-10-28 → 2016-10-28 · 0d
Lou BarlettaJT
House · R · PA
Buy$15K-50K
-142.2% vs SPY
VYMVanguard High dividend Yield ETF - dNQ
2015-12-28 → 2016-04-15 · 109d late
Lou BarlettaSP
House · R · PA
Buy$1K-15K
-147.8% vs SPY
VYMVanguard High dividend Yield ETF - dNQ
2015-12-18 → 2016-04-15 · 119d late
Lou Barletta
House · R · PA
Buy$1K-15K
-147.8% 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
+191.3% vs SPY
MGKVanguard Mega Cap growth ETF
2015-09-11 → 2016-04-15 · 217d late
Lou Barletta
House · R · PA
Sell$1K-15K
+195.6% 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
-177.6% 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
-178.1% vs SPY
RDIVOppenheimer Ultra dividend Revenue ETF
2015-03-30 → 2016-04-15 · 382d late
Lou BarlettaSP
House · R · PA
Buy$1K-15K
+50.3% 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
+50.3% 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
+50.3% 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
-144.9% 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
+339.1% vs SPY
QQQPowerShares QQQ Trust, Series 1
2016-02-18 → 2016-02-22 · 4d
Lou BarlettaJT
House · R · PA
Sell$1K-15K
-201.4% vs SPY
SDYdR S&P dividend ETF
2016-02-18 → 2016-02-22 · 4d
Lou BarlettaJT
House · R · PA
Sell$1K-15K
-161.1% vs SPY
VYMVanguard High dividend Yield ETF - dNQ
2016-02-18 → 2016-02-22 · 4d
Lou BarlettaJT
House · R · PA
Buy$1K-15K
-308.3% vs SPY
VCITVanguard Intermediate-Term Corporate Bond ETF
2016-02-18 → 2016-02-22 · 4d
Lou BarlettaJT
House · R · PA
Buy$1K-15K
+208.0% vs SPY
MGKVanguard Mega Cap growth ETF
2016-02-18 → 2016-02-22 · 4d
Lou BarlettaJT
House · R · PA
Sell$1K-15K
-112.0% vs SPY
VOVanguard Mid-Cap ETF - dNQ
2016-02-18 → 2016-02-22 · 4d
Lou BarlettaJT
House · R · PA
Buy$1K-15K
-303.1% vs SPY
VCSHVanguard Short-Term Corporate Bond ETF
2016-02-18 → 2016-02-22 · 4d
Lou BarlettaJT
House · R · PA
Sell$1K-15K
-112.4% vs SPY
VBVanguard Small-Cap ETF - dNQ
2016-02-18 → 2016-02-22 · 4d
Lou BarlettaJT
House · R · PA
Buy$1K-15K
-196.5% vs SPY
VXUSVanguard Total International Stock ETF
2016-02-18 → 2016-02-22 · 4d
Lou BarlettaJT
House · R · PA
Buy$1K-15K
-113.7% vs SPY
VOVanguard Mid-Cap ETF - dNQ
2016-02-10 → 2016-02-22 · 12d
Lou BarlettaJT
House · R · PA
Buy$1K-15K
-114.5% vs SPY
VBVanguard Small-Cap ETF - dNQ
2016-02-10 → 2016-02-22 · 12d
Lou BarlettaJT
House · R · PA
Sell$1K-15K
+973.9% vs SPY
AAPLApple Inc.
2016-01-29 → 2016-02-01 · 3d
Lou BarlettaJT
House · R · PA
Sell$1K-15K
-272.5% vs SPY
CLColgate-Palmolive Company
2016-01-29 → 2016-02-01 · 3d
Lou BarlettaSP
House · R · PA
Sell$1K-15K
+85.0% 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
+85.0% 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
-172.4% vs SPY
HDHome depot, Inc.
2016-01-29 → 2016-02-01 · 3d
Lou Barletta
House · R · PA
Sell$1K-15K
-57.1% vs SPY
PKWAmerican Enterprise 7802 PowerShares Buyback Achievers
2016-01-29 → 2016-02-01 · 3d
Lou Barletta
House · R · PA
Buy$1K-15K
+322.6% 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
-49.0% vs SPY
RWLRevenueShares Large Cap
2016-01-29 → 2016-02-01 · 3d
Lou Barletta
House · R · PA
Sell$15K-50K
-49.0% vs SPY
RWLAmerican Enterprise 7802 RevenueShares Large Cap
2016-01-29 → 2016-02-01 · 3d
Lou BarlettaSP
House · R · PA
Sell$1K-15K
-86.4% vs SPY
DIAdR dow Jones Industrial Average ETF
2016-01-29 → 2016-02-01 · 3d
Lou Barletta
House · R · PA
Sell$15K-50K
-86.4% vs SPY
DIAdR dow Jones Industrial Average ETF
2016-01-29 → 2016-02-01 · 3d
Lou BarlettaJT
House · R · PA
Buy$1K-15K
-192.8% vs SPY
SDYdR S&P dividend ETF
2016-01-29 → 2016-02-01 · 3d
Lou BarlettaJT
House · R · PA
Sell$1K-15K
-89.6% vs SPY
VXFVanguard Extended Market ETF - dNQ
2016-01-29 → 2016-02-01 · 3d
Lou BarlettaSP
House · R · PA
Sell$1K-15K
-102.9% vs SPY
VFHVanguard Financials ETF - dNQ
2016-01-29 → 2016-02-01 · 3d
Lou BarlettaJT
House · R · PA
Sell$1K-15K
-102.9% vs SPY
VFHVanguard Financials ETF - dNQ
2016-01-29 → 2016-02-01 · 3d
Lou BarlettaJT
House · R · PA
Buy$1K-15K
-156.1% vs SPY
VYMVanguard High dividend Yield ETF - dNQ
2016-01-29 → 2016-02-01 · 3d
Lou BarlettaSP
House · R · PA
Buy$1K-15K
-305.0% vs SPY
VCITVanguard Intermediate-Term Corporate Bond ETF
2016-01-29 → 2016-02-01 · 3d
Lou BarlettaJT
House · R · PA
Buy$15K-50K
-305.0% vs SPY
VCITVanguard Intermediate-Term Corporate Bond ETF
2016-01-29 → 2016-02-01 · 3d
Lou Barletta
House · R · PA
Buy$15K-50K
-305.0% 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
+200.1% 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
+200.1% vs SPY
MGKVanguard Mega Cap growth ETF
2016-01-29 → 2016-02-01 · 3d
Lou BarlettaSP
House · R · PA
Buy$1K-15K
+200.1% vs SPY
MGKVanguard Mega Cap growth ETF
2016-01-29 → 2016-02-01 · 3d
Lou BarlettaJT
House · R · PA
Buy$1K-15K
+200.1% vs SPY
MGKVanguard Mega Cap growth ETF
2016-01-29 → 2016-02-01 · 3d
Lou BarlettaJT
House · R · PA
Buy$1K-15K
-110.4% vs SPY
VOVanguard Mid-Cap ETF - dNQ
2016-01-29 → 2016-02-01 · 3d
Lou Barletta
House · R · PA
Buy$1K-15K
-110.4% 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
-300.0% 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
-300.0% vs SPY
VCSHVanguard Short-Term Corporate Bond ETF
2016-01-29 → 2016-02-01 · 3d
Lou BarlettaSP
House · R · PA
Buy$1K-15K
-300.0% vs SPY
VCSHVanguard Short-Term Corporate Bond ETF
2016-01-29 → 2016-02-01 · 3d
Lou BarlettaJT
House · R · PA
Buy$1K-15K
-114.8% vs SPY
VBVanguard Small-Cap ETF - dNQ
2016-01-29 → 2016-02-01 · 3d
Lou Barletta
House · R · PA
Buy$1K-15K
-114.8% 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
-185.4% vs SPY
RDIVRevenueShares Ultra dividend Fund
2016-01-15 → 2016-02-01 · 17d
Lou BarlettaJT
House · R · PA
Sell$1K-15K
-324.1% vs SPY
BCEBCE, Inc.
2015-12-28 → 2015-12-28 · 0d
Lou BarlettaJT
House · R · PA
Sell$1K-15K
-106.5% vs SPY
COPConocoPhillips
2015-12-28 → 2015-12-28 · 0d
Lou BarlettaJT
House · R · PA
Sell$1K-15K
+76.2% 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
-59.1% vs SPY
PKWPowerShares Buyback achievers
2015-12-28 → 2015-12-28 · 0d
Lou BarlettaJT
House · R · PA
Buy$15K-50K
+291.1% vs SPY
QQQPowerShares QQQ Trust, Series 1
2015-12-28 → 2015-12-28 · 0d
Lou BarlettaJT
House · R · PA
Buy$1K-15K
+291.1% vs SPY
QQQPowerShares QQQ Trust, Series 1
2015-12-28 → 2015-12-28 · 0d
Lou BarlettaJT
House · R · PA
Sell$1K-15K
-49.5% vs SPY
RWLRevenueShares Large Cap
2015-12-28 → 2015-12-28 · 0d
Lou BarlettaJT
House · R · PA
Sell$1K-15K
-171.9% vs SPY
RDIVRevenueShares Ultra dividend Fund
2015-12-28 → 2015-12-28 · 0d
Lou BarlettaJT
House · R · PA
Buy$15K-50K
-83.0% 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
-107.5% vs SPY
VFHVanguard Financials ETF - dNQ
2015-12-28 → 2015-12-28 · 0d
Lou BarlettaJT
House · R · PA
Sell$1K-15K
-254.3% vs SPY
KMIKinder Morgan, Inc.
2015-10-29 → 2015-11-06 · 8d
Lou Barletta
House · R · PA
Sell$15K-50K
+687.1% vs SPY
AAPLApple Inc.
2015-02-12 → 2015-02-19 · 7d
DDD3D Systems Corporation
2014-10-22 → 2014-10-22 · 0d