Julia Letlow Net Worth & Financial Disclosure

house

Annual financial disclosure for 2024, filed August 13, 2025. Includes 85 assets.

Year:

2024

Est. Net Worth

$1.7M

2024 annual disclosure

Total Assets

$790K - $2.7M

85 assets

Total Liabilities

0 liabilities

Total Trades

313

From PTR filings

Trade Volume

$3.3M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2024	$846K
2024	$1.7M

Assets by Category

Real Estate$750K (1)

Stocks$353K (44)

Other$201K (23)

ETFs$186K (11)

Bank & Cash$108K (2)

Gov. Securities$83K (2)

Retirement & Pension$33K (1)

Mutual Funds$8K (1)

Top Stock Holdings (from trades)

iShares Core S&P Total U.S. Stock Market ETF (ITOT)ITOT

$175K

Vanguard Tax-Exempt Bond ETF (VTEB)VTEB

$175K

SPDR MSCI ACWI ex-US ETF (CWI)CWI

$75K

iShares U.S. Treasury Bond ETF (GOVT)GOVT

$75K

Apple Inc.AAPL

$65K

Taiwan Semiconductor Manufacturing Company LimitedTSM

$57K

Salesforce, Inc.CRM

$48K

Meta Platforms, Inc.META

$40K

Microsoft CorporationMSFT

$40K

iShares Russell 1000 Growth ETF (IWF)IWF

$33K

All Assets (85)

Asset	Type	Owner	Value	Income
Bank of America Checking	Bank & Cash	Self	$50,001 - $100,000	None
Louisiana State Employees Retirement	Retirement & Pension	Self	$15,001 - $50,000	Dividends $1 - $200
Merrill Lynch Bank Deposit	Bank & Cash	Self	$15,001 - $50,000	None
Principal Residence Oak Ridge, Morehouse, LA, US	Real Estate	Self	$500,001 - $1,000,000	None
Abbott Laboratories Common Stock(ABT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
AbbVie Inc. Common Stock(ABBV)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Accenture plc Class A Ordinary Shares(ACN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Alcoa Corporation Common Stock(AA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
BXP, Inc. Common Stock(BXP)	Stocks	Self	N/A	None
Merrill Lynch Investment Account	Other	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill Lynch Investment Account	Other	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill Lynch Investment Account	Other	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill Lynch Investment Account	Other	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill Lynch Investment Account	Other	Self	$1,001 - $15,000	None
Merrill Lynch Investment Account	Other	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill Lynch Investment Account	Other	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill Lynch Investment Account	Other	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill Lynch Investment Account	Other	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill Lynch Investment Account	Other	Self	$1 - $1,000	Dividends $1 - $200
Merrill Lynch Investment Account	Other	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill Lynch Investment Account	Other	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill Lynch Investment Account	Other	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill Lynch Investment Account	Other	Self	$1,001 - $15,000	Dividends $1 - $200
Intercontinental Exchange Inc. Common Stock(ICE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Ishares Core Mod Allocated	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
ISHARES RUSSELL 1000 GROWTH FUND	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
ISHARES RUSSELL 1000 VALUE FUND	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
ISHARES TR CORE MSCI ETF	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
ISHARES US TREASURY BOND	ETFs	Self	$15,001 - $50,000	Interest $1 - $200
JP Morgan Chase & Co	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
JP Morgan Chase & Co. Common Stock(JPM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Kenvue Inc. Common Stock(KVUE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Las Vegas Sands Corp. Common Stock(LVS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Lowe's Companies, Inc. Common Stock(LOW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Macquarie Small Cap Core Fund Institutional (DCCIX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
McCormick & Company, Incorporated Common Stock(MKC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill Lynch Investment Account	Other	Self	$1,001 - $15,000	Dividends $1 - $200
McKesson Corporation Common Stock(MCK)	Stocks	Self	N/A	None
Meta Platforms, Inc. - Class A Common Stock(META)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Mettler-Toledo International, Inc. Common Stock(MTD)	Stocks	Self	$1,001 - $15,000	None
MFS VALUE FD CL I	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Micron Technology, Inc. - Common Stock(MU)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Microsoft Corp	Other	Self	$1,001 - $15,000	Interest $1 - $200
Microsoft Corporation - Common Stock(MSFT)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
NextEra Energy, Inc. Common Stock(NEE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
NextGen Savings Portfolio	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Nucor Corporation Common Stock(NUE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
NVIDIA Corporation - Common Stock(NVDA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
OAKMARK INTL FD CL	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Parker-Hannifin Corporation Common Stock(PH)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Pepsico Inc	Other	Self	$1,001 - $15,000	Interest $1 - $200
Philip Morris International Inc Common Stock(PM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
PIMCO INVESTMENT GRADE	Other	Self	$15,001 - $50,000	Dividends $1 - $200
Pinterest, Inc. Class A Common Stock(PINS)	Stocks	Self	$1,001 - $15,000	None
PNC Financial Services Group, Inc.(PNC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Public Service Enterprise Group Incorporated Common Stock(PEG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
PVH Corp. Common Stock(PVH)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Saia, Inc. - Common Stock(SAIA)	Stocks	Self	$1,001 - $15,000	None
Salesforce, Inc. Common Stock(CRM)	Stocks	Self	$1,001 - $15,000	Capital Gains, Dividends $201 - $1,000
Schlumberger N.V. Common Stock(SLB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Schwab U.S. Small-Cap ETF(SCHA)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Stryker Corporation Common Stock(SYK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Taiwan Semiconductor Manufacturing Company Ltd.(TSM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Tapestry, Inc. Common Stock(TPR)	Stocks	Self	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
The Bank of New York Mellon Corporation Common Stock(BK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
The Cigna Group Common Stock(CI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Thermo Fisher Scientific Inc Common Stock(TMO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
UnitedHealth Group Incorporated Common Stock(UNH)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Universal Health Services, Inc. Common Stock(UHS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
US Treasury Bond	Gov. Securities	Self	$50,001 - $100,000	Interest $2,501 - $5,000
VANGUARD INTERMEDIATE-TERM	Other	Self	$1,001 - $15,000	Dividends $1 - $200
VANGUARD MORTGAGE-BACKED	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Vanguard Russell 1000 Growth ETF(VONG)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
VANGUARD TOTAL INTERNATL	Other	Self	$1,001 - $15,000	Dividends $1 - $200
Vertex Pharmaceuticals Incorporated - Common Stock(VRTX)	Stocks	Self	$1,001 - $15,000	None
Visa Inc	Other	Self	$1,001 - $15,000	Interest $1 - $200
Visa Inc.(V)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Walmart Inc	Other	Self	$1,001 - $15,000	Interest $1 - $200
Walt Disney Company(DIS)	Other	Self	$1,001 - $15,000	Interest $1 - $200
Warner Bros. Discovery, Inc. - Series A Common Stock(WBD)	Stocks	Self	$1,001 - $15,000	None
Wells Fargo & Company Common Stock(WFC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Welltower Inc. Common Stock(WELL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Williams-Sonoma, Inc. Common Stock(WSM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Workday, Inc. - Class A Common Stock(WDAY)	Stocks	Self	$1,001 - $15,000	None
Kenvue Inc. Common Stock(KVUE)	Stocks	Self	N/A	None

Trading Sector Allocation (from PTR trades)

Utilities$72K

Financial Services$620K

Technology$577K

Healthcare$312K

Basic Materials$24K

Retail Trade$24K

Communication Services$72K

Industrials$200K

Real Estate$40K

Energy$88K

Consumer Defensive$104K

Consumer Cyclical$104K

Manufacturing$32K

Insurance$24K

Services$24K

Julia Letlow trades Wealthiest members Most active traders LA delegation Articles

Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).