Julia Letlow Net Worth & Financial Disclosure

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Annual financial disclosure for 2024, filed January 13, 2026. Includes 127 assets and 1 liabilities.

Year:

2024

Est. Net Worth

$846K

2024 annual disclosure

Total Assets

$201K - $1.8M

127 assets

Total Liabilities

$100K - $250K

1 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

Stocks$377K (44)

ETFs$160K (29)

Bank & Cash$140K (6)

Mutual Funds$136K (22)

Other$128K (19)

Retirement & Pension$41K (2)

Gov. Securities$40K (5)

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 (127)

Asset	Type	Owner	Value	Income
Bank of America Checking Account	Bank & Cash	Self	$50,001 - $100,000	None
Louisiana State Employees Retirement	Retirement & Pension	Self	$15,001 - $50,000	None
Merrill Lynch 529 Account #114 - Child 1 LA	Other	DC	$1,001 - $15,000	None
Merrill Lynch Cash Managed Account #948	Bank & Cash	Self	$15,001 - $50,000	None
Merrill Lynch Cash Managed Account #948	Bank & Cash	Self	$1,001 - $15,000	None
Abbott Laboratories Common Stock(ABT)	Stocks	Self	$1,001 - $15,000	None
AbbVie Inc. Common Stock(ABBV)	Stocks	Self	$1,001 - $15,000	None
Accenture plc Class A Ordinary Shares(ACN)	Stocks	Self	$1,001 - $15,000	None
Dover Corporation Common Stock(DOV)	Stocks	Self	$1,001 - $15,000	None
Dropbox, Inc. - Class A Common Stock(DBX)	Stocks	Self	$1,001 - $15,000	None
Duke Energy Corporation(DUK)	Stocks	Self	$1,001 - $15,000	None
Edgewood Growth Fund Insti(EGFIX)	Mutual Funds	Self	N/A	Capital Gains $201 - $1,000
Expand Energy Corporation - Common Stock(EXE)	Stocks	Self	$1,001 - $15,000	None
Goldman Sachs Group, Inc.(GS)	Stocks	Self	$1,001 - $15,000	None
HF Sinclair Corporation Common Stock(DINO)	Stocks	Self	$1,001 - $15,000	None
Ingersoll Rand Inc. Common Stock(IR)	Stocks	Self	$1,001 - $15,000	None
Intercontinental Exchange Inc. Common Stock(ICE)	Stocks	Self	$1,001 - $15,000	None
iShares Core MSCI International Developed Markets ETF(IDEV)	ETFs	Self	N/A	Capital Gains $1,001 - $2,500
iShares Core S&P Total U.S. Stock Market ETF(ITOT)	ETFs	Self	N/A	Capital Gains $5,001 - $15,000
iShares Russell 1000 Growth ETF(IWF)	ETFs	Self	N/A	Capital Gains $201 - $1,000
iShares Russell 1000 Value ETF(IWD)	ETFs	Self	N/A	Capital Gains $2,501 - $5,000
JP Morgan Chase & Co. Common Stock(JPM)	Stocks	Self	$1,001 - $15,000	None
JPMorgan Chase & Co(JPM)	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
Kenvue Inc. Common Stock(KVUE)	Stocks	Self	$1,001 - $15,000	None
Las Vegas Sands Corp. Common Stock(LVS)	Stocks	Self	$1,001 - $15,000	None
Lowe's Companies, Inc. Common Stock(LOW)	Stocks	Self	$1,001 - $15,000	None
McCormick & Company, Incorporated Common Stock(MKC)	Stocks	Self	$1,001 - $15,000	None
McKesson Corporation Common Stock(MCK)	Stocks	Self	$1,001 - $15,000	None
Merrill Lynch Bank Account	Bank & Cash	Self	$1,001 - $15,000	None
Meta Platforms, Inc. - Class A Common Stock(META)	Stocks	Self	$1,001 - $15,000	None
Mettler-Toledo International, Inc. Common Stock(MTD)	Stocks	Self	$1,001 - $15,000	None
Micron Technology, Inc. - Common Stock(MU)	Stocks	Self	$1,001 - $15,000	None
Microsoft Corp(MSFT)	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
Microsoft Corporation - Common Stock(MSFT)	Stocks	Self	$15,001 - $50,000	None
NextEra Energy, Inc. Common Stock(NEE)	Stocks	Self	$1,001 - $15,000	None
Nucor Corporation Common Stock(NUE)	Stocks	Self	$1,001 - $15,000	None
NVIDIA Corporation - Common Stock(NVDA)	Stocks	Self	$1,001 - $15,000	None
Parker-Hannifin Corporation Common Stock(PH)	Stocks	Self	$1,001 - $15,000	None
Pepsico Inc.(PEP)	Other	Self	$1,001 - $15,000	None
Philip Morris International Inc Common Stock(PM)	Stocks	Self	$1,001 - $15,000	None
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	None
Public Service Enterprise Group Incorporated Common Stock(PEG)	Stocks	Self	$1,001 - $15,000	None
PVH Corp. Common Stock(PVH)	Stocks	Self	$1,001 - $15,000	None
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 $201 - $1,000
Schwab U.S. Small-Cap ETF(SCHA)	ETFs	Self	N/A	Capital Gains $201 - $1,000
SLB Limited Common Shares(SLB)	Stocks	Self	$1,001 - $15,000	None
SPDR MSCI ACWI ex-US ETF(CWI)	ETFs	Self	N/A	Capital Gains $1,001 - $2,500
Stryker Corporation Common Stock(SYK)	Stocks	Self	$1,001 - $15,000	None
U.S. Treasury Note 4/30/2025	Gov. Securities	Self	$1,001 - $15,000	None
U.S. Treasury Note 4/30/2025	Gov. Securities	Self	$1,001 - $15,000	None
U.S. Treasury Note 8/15/2028	Gov. Securities	Self	$1,001 - $15,000	None
U.S. Treasury Note 8/15/2031	Gov. Securities	Self	$1,001 - $15,000	None
U.S. Treasury Note 8/15/2034	Gov. Securities	Self	$1,001 - $15,000	None
UnitedHealth Group Incorporated Common Stock(UNH)	Stocks	Self	$1,001 - $15,000	None
Universal Health Services, Inc. Common Stock(UHS)	Stocks	Self	$1,001 - $15,000	None
Vanguard Russell 1000 Growth ETF	ETFs	Self	N/A	Capital Gains $1,001 - $2,500
Vanguard Tax-Exempt Bond ETF	ETFs	Self	N/A	Capital Gains $1,001 - $2,500
Vertex Pharmaceuticals Incorporated - Common Stock(VRTX)	Stocks	Self	$1,001 - $15,000	None
Visa Inc.(V)	Stocks	Self	$1,001 - $15,000	None
Visa Inc.	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
Walmart Inc.	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
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	None
Welltower Inc. Common Stock(WELL)	Stocks	Self	$1,001 - $15,000	None
Williams-Sonoma, Inc. Common Stock(WSM)	Stocks	Self	$1,001 - $15,000	None
Workday, Inc. - Class A Common Stock(WDAY)	Stocks	Self	$1,001 - $15,000	None
Bank of America, NA	Bank & Cash	Self	$1,001 - $15,000	None
BlackRock Emerging Markets Fund Class I(MADCX)	Mutual Funds	Self	$1,001 - $15,000	None
BlackRock National Muni I(MANLX)	Mutual Funds	Self	$1,001 - $15,000	None
BlackRock Science & Technology Opportunities Portf Insti Class(BGSIX)	Mutual Funds	Self	$1,001 - $15,000	None
Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares(GSIMX)	Mutual Funds	Self	$1,001 - $15,000	None
iShares Core S&P 500 ETF(IVV)	ETFs	Self	$1,001 - $15,000	None
iShares MSCI EAFE Growth ETF(EFG)	ETFs	Self	$1,001 - $15,000	None
iShares MSCI Emerging Markets ex China ETF(EMXC)	ETFs	Self	$1,001 - $15,000	None
iShares MSCI USA Quality Factor ETF(QUAL)	ETFs	Self	$1,001 - $15,000	None
Merrill Lynch Investment Account #821	Stocks	Self	$1,001 - $15,000	None
iShares S&P 100 ETF(OEF)	ETFs	Self	$1,001 - $15,000	None
iShares S&P 500 Growth ETF(IVW)	ETFs	Self	$1,001 - $15,000	None
iShares U.S. Equity Factor Rotation Active ETF(DYNF)	ETFs	Self	$1,001 - $15,000	None
MFS Core Equity Fund Class I(MRGRX)	Mutual Funds	Self	$1,001 - $15,000	None
BlackRock Eq Dividend I(MADVX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
DoubleLine Total Return Bond Fund Class I(DBLTX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Edgewood Growth Fund Insti(EGFIX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares(GSIMX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
iShares Core MSCI Emerging Markets ETF(IEMG)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
iShares Core MSCI International Developed Markets ETF(IDEV)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
iShares Russell 1000 Growth ETF(IWF)	ETFs	Self	$1,001 - $15,000	None
iShares Russell 1000 Value ETF(IWD)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
iShares U.S. Treasury Bond ETF(GOVT)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Macquarie Small Cap Core Fund Institutional(DCCIX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Merrill Lynch IRA #822	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
MFS Value Fund - Class I (MEIIX)	Mutual Funds	Self	N/A	None
Oakmark International Fund Institutional Class (OANIX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
PIMCO Investment Grade Credit Bond Fund Class I-2 (PBDPX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Schwab U.S. Small-Cap ETF (SCHA)(SCHA)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Vanguard Intermediate-Term Corporate Bond ETF (VCIT)(VCIT)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Vanguard Mortgage-Backed Securities ETF (VMBS)(VMBS)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Vanguard Russell 1000 Growth ETF (VONG)(VONG)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Vanguard Total International Bond ETF (BNDX)(BNDX)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Bank of America, NA RASP	Bank & Cash	Self	$1,001 - $15,000	Tax-Deferred
BlackRock Eq Dividend I (MADVX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
DoubleLine Total Return Bond Fund Class I (DBLTX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Edgewood Growth Fund Insti (EGFIX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares (GSIMX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
iShares Core MSCI Emerging Markets ETF (IEMG)(IEMG)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
BlackRock Science & Technology Opportunities Portf Insti Class(BGSIX)	Mutual Funds	DC	N/A	None
Merrill Lynch Usufruct Account #404	Other	DC	$1,001 - $15,000	None
Merrill Lynch Usufruct Account #404	Other	DC	$1,001 - $15,000	None
Merrill Lynch Usufruct Account #404	Other	DC	$1,001 - $15,000	None
Merrill Lynch Usufruct Account #404	Other	DC	N/A	Capital Gains $201 - $1,000
Merrill Lynch Usufruct Account #404	Other	DC	$1,001 - $15,000	None
Merrill Lynch Usufruct Account #404	Other	DC	$1,001 - $15,000	None
Merrill Lynch Usufruct Account #404	Other	DC	$1,001 - $15,000	None
Merrill Lynch Usufruct Account #404	Other	DC	N/A	Capital Gains $201 - $1,000
Merrill Lynch Usufruct Account #405	Other	DC	$1,001 - $15,000	None
Merrill Lynch Usufruct Account #405	Other	DC	$1,001 - $15,000	None
Merrill Lynch Usufruct Account #405	Other	DC	$1,001 - $15,000	None
Merrill Lynch Usufruct Account #405	Other	DC	$1,001 - $15,000	None
Merrill Lynch Usufruct Account #405	Other	DC	N/A	Capital Gains $201 - $1,000
Merrill Lynch Usufruct Account #405 - Child 2 => iShares S&P 500 Growth ETF(IVW)	ETFs	DC	$1,001 - $15,000	None
Merrill Lynch Usufruct Account #405 - Child 2 => iShares U.S. Equity Factor Rotation Active ETF(DYNF)	ETFs	DC	$1,001 - $15,000	None
Merrill Lynch Usufruct Account #405 - Child 2 => MFS Core Equity Fund Class I(MRGRX)	Mutual Funds	DC	$1,001 - $15,000	None
Merrill Lynch Usufruct Account #405 - Child 2 => Vanguard Russell 1000 Growth ETF(VONG)	ETFs	DC	N/A	Capital Gains $201 - $1,000
PBDPX(PBDPX)	Mutual Funds	Self	N/A	None
BlackRock Eq Dividend I(MADVX)	Mutual Funds	DC	N/A	None

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Mr. Cooper	mortgage	$100,001 - $250,000	—	—

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

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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).