Lou Barletta Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 15, 2013. Includes 115 assets and 7 liabilities.

Year:

2013 2012 2011 2008

Est. Net Worth

-$1.2M

2013 annual disclosure

Total Assets

$1.6M - $4.3M

115 assets

Total Liabilities

$1.8M - $6.5M

7 liabilities

Total Trades

539

From PTR filings

Trade Volume

$3.9M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	-$198K
2011	$2.5M
2011	$3M
2012	-$1.8M
2013	$1.8M
2013	-$1.2M

Assets by Category

Retirement & Pension$908K (57)

Bank & Cash$825K (2)

Real Estate$750K (1)

Stocks$204K (37)

LLC / Partnership$175K (1)

ETFs$65K (17)

Top Stock Holdings (from trades)

Energy Transfer Equity LP Unit Ltd Partnership (ETP)ETP

$175K

State Street SPDR Dow Jones Industrial Average ETF TrustDIA

$146K

Vanguard Mega Cap Growth ETFMGK

$105K

Vanguard Intermediate-Term Corporate Bond ETFVCIT

$89K

Invesco BuyBack Achievers ETFPKW

$81K

All Assets (115)

Asset	Type	Owner	Value	Income
322 Rocky Road Hazleton, PA, US	Real Estate	Joint	$500,001 - $1,000,000	Rent $50,001 - $100,000
Cash - Goldman Sachs Bank USA	Bank & Cash	Joint	$500,001 - $1,000,000	Interest $1 - $200
Altria Group Inc(MO)	Stocks	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Apple Inc(AAPL)	Stocks	Joint	$50,001 - $100,000	Dividends $201 - $1,000
BCS Inc(BCS)	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
ConocoPhillips(COP)	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Google Inc.(GOOGL)	Stocks	Joint	$1,001 - $15,000	None
International Business Machines Corp(IBM)	Stocks	Joint	$15,001 - $50,000	Dividends $1 - $200
Linn Energy LLC(LINE)	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
McDonalds Corp(MCD)	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Market Vectors Mortgage REIT ETF	ETFs	Joint	N/A	Dividends $1,001 - $2,500
Market Vectors Preferred Stock ETF	ETFs	Joint	$1,001 - $15,000	Dividends $201 - $1,000
iShares Ultrashort 20+ Yrs Treasury ETF	ETFs	Joint	$1,001 - $15,000	None
SPDR Series Trust S&P Dividend ETF	ETFs	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Vanguard Mega Cap 300 Growth ETF	ETFs	Joint	$1,001 - $15,000	Dividends $1 - $200
Wisdomtree Dividend EX Financials	ETFs	Joint	$1,001 - $15,000	Dividends $201 - $1,000
American Realty Capital Trust Inc	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
USAA - Goldman Sachs Bank	Bank & Cash	Joint	$50,001 - $100,000	Interest $1 - $200
American Electric Power Company Inc(AEP)	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Dunkin Brands GRP Inc(DNKN)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
IRA - Cash - LPL Financial	Retirement & Pension	Spouse	$1,001 - $15,000	Interest
IRA - Linn Energy LLC(LINE)	Retirement & Pension	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
IRA - Alps Alerian MLP ETF(AMLP)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
IRA - Market Vectors Preferred Securities Ex Financials ETF(PFXF)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
IRA - SPDR Series Trust	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
IRA - Wells Fargo Advantage Utilities & High Income Fund	Retirement & Pension	Spouse	$1 - $1,000	Dividends $1 - $200
IRA - Western Asset High Yield Defined Opportunity Fund Inc(HYI)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
IRA - Cash - LPL Financial	Retirement & Pension	Self	$1,001 - $15,000	Interest $1 - $200
IRA - Intrepid Potash Inc(IPI)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $201 - $1,000
IRA - iShares MSCI Brazil Index ETF(EWZ)	Retirement & Pension	Self	$15,001 - $50,000	Dividends $1 - $200
IRA - Market Vectors Preferred Securities Ex Financials ETF(PFXF)	Retirement & Pension	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
IRA - SPDR Series Trust S&P Dividend ETF(SDY)	Retirement & Pension	Self	$15,001 - $50,000	Dividends $201 - $1,000
IRA - Vanguard Mega Cap 300 Growth ETF(MGK)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $201 - $1,000
IRA - Western Asset High Yield Defined Opportunity Fund Inc(HYI)	Retirement & Pension	Self	$15,001 - $50,000	Dividends $2,501 - $5,000
IRA, WisdomTree Dividend EX Financials ETF	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1,001 - $2,500
IRA, Lazard Emerging Markets	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, Lazard Mid Cap Equity	Retirement & Pension	Self	$1,001 - $15,000	None
IRA, MCM Nasdaq 25	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, Eastspring Inv China-India	Retirement & Pension	Self	$1,001 - $15,000	None
IRA, MCM JNL 5	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, American Global Bond	Retirement & Pension	Self	$1,001 - $15,000	None
IRA, PPM America Float Rate Income	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, PPM American High Yield Bond	Retirement & Pension	Self	$1,001 - $15,000	None
IRA, MCM Small Cap Index	Retirement & Pension	Self	$1,001 - $15,000	None
IRA, BlackRock Comm Securities	Retirement & Pension	Self	$1,001 - $15,000	None
IRA, MCM Oil & Gas Sector	Retirement & Pension	Self	$1,001 - $15,000	None
IRA, Red Rocks Listed Pvt Eqt	Retirement & Pension	Self	$1,001 - $15,000	None
IRA, Jackson S&P 4	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, Jackson S&P Dividend	Retirement & Pension	Self	$1,001 - $15,000	None
IRA, Lazard Emerging Markets	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, Lazard Mid Cap Equity	Retirement & Pension	Self	$1,001 - $15,000	None
IRA, MCM Nasdaq 25	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, Eastspring Inv China-India	Retirement & Pension	Self	$1,001 - $15,000	None
IRA, MCM JNL 5	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, American Global Bond	Retirement & Pension	Self	$1,001 - $15,000	None
IRA, PIM America Float Rate	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, PIM America High Yield Bond	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, MCM Small Cap Index	Retirement & Pension	Self	$1,001 - $15,000	None
IRA, Blackrock Comm Securities	Retirement & Pension	Self	$1,001 - $15,000	None
IRA, MCM Oil & Gas Sector	Retirement & Pension	Self	$1,001 - $15,000	None
IRA, Red Rocks Listed Pvt Eq	Retirement & Pension	Self	$1,001 - $15,000	None
IRA, Jackson S&P 4	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, Jackson S&P Dividend Income	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA, Lazard Emerging Markets	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA, Lazard Mid Cap Equity	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA, MCM Nasdaq 25	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA, Eastspring Inv China-India	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA, MCM JNL 5	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA, American Global Bond	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA, PPM America Float Rate Income	Retirement & Pension	Spouse	$15,001 - $50,000	None
IRA, MCM America High Yield Bond	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA, MCM Small Cap Index	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA, BlackRock Comm Securities	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA, MCM Financial Sector	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA, Red Rocks Listed Pvt Eqt	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA, Jackson S&P 4	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA - Jackson Dividend Income	Retirement & Pension	Spouse	$1,001 - $15,000	None
Alps Alerian MLP ETF(AMLP)	ETFs	Joint	N/A	Capital Gains $201 - $1,000
Cabot Oil & Gas Corp(COG)	Stocks	Joint	N/A	Capital Gains $201 - $1,000
Cabot Oil & Gas Corp(COG)	Stocks	Joint	N/A	Capital Gains $1 - $200
Caterpillar Inc.(CAT)	Stocks	Joint	N/A	Capital Gains $2,501 - $5,000
Cincinnati Financial Corp(CINF)	Stocks	Joint	N/A	Capital Gains $1,001 - $2,500
Du Pont E.I. DE Nemours & Co(DD)	Stocks	Joint	N/A	Capital Gains $1,001 - $2,500
Int Business Machs Corp(IBM)	Stocks	Joint	N/A	Capital Gains $201 - $1,000
iShares High Dividend Equity(HDV)	ETFs	Joint	N/A	Capital Gains $201 - $1,000
Market Vectors Mortgage REIT(MORT)	ETFs	Joint	N/A	Capital Gains $1,001 - $2,500
Philip Morris Intl Inc(PM)	Stocks	Joint	N/A	Capital Gains $1,001 - $2,500
Polaris Industries Inc(PII)	Stocks	Joint	N/A	Capital Gains $2,501 - $5,000
Realty Income Corp(O)	Stocks	Joint	N/A	Capital Gains $201 - $1,000
Realty Income Corp(O)	Stocks	Joint	N/A	Capital Gains $1,001 - $2,500
SandRidge Energy Inc(SD)	Stocks	Joint	N/A	Capital Gains $1 - $200
Tractor Supply Company(TSCO)	Stocks	Joint	N/A	Capital Gains $2,501 - $5,000
Seadrill Ltd(SDRL)	Stocks	Joint	N/A	Capital Gains $1,001 - $2,500
NXP Semiconductors(NXPI)	Stocks	Joint	N/A	Capital Gains $1,001 - $2,500
NXP Semiconductors(NXPI)	Stocks	Joint	N/A	Capital Gains $1,001 - $2,500
Nucor Corp(NUE)	Stocks	Joint	N/A	Capital Gains $201 - $1,000
PowerShares Financial Preferred ETF(PGF)	ETFs	Joint	N/A	Capital Gains $2,501 - $5,000
SPDR S&P Dividend ETF(SDY)	ETFs	Joint	N/A	Capital Gains $201 - $1,000
AT&T Inc(T)	Stocks	Joint	N/A	Capital Gains $201 - $1,000
AT&T Inc(T)	Stocks	Joint	N/A	Capital Gains $1,001 - $2,500
Clean Energy Fuels Corp(CLNE)	Stocks	Joint	N/A	Capital Gains $1 - $200
Clean Energy Fuels Corp(CLNE)	Stocks	Joint	N/A	Capital Gains $201 - $1,000
Google Inc(GOOG)	Stocks	Joint	N/A	Capital Gains $201 - $1,000
Google Inc(GOOG)	Stocks	Joint	N/A	Capital Gains $1,001 - $2,500
Market Vectors Retail ETF(RTH)	ETFs	Joint	N/A	Capital Gains $1,001 - $2,500
Market Vector Retail ETF(RTH)	ETFs	Joint	N/A	Capital Gains $1,001 - $2,500
Market Vector Mortgage REIT ETF(MORT)	ETFs	Joint	N/A	Capital Gains $201 - $1,000
PowerShares S&P 500 Low Volatility ETF(SPLV)	ETFs	Joint	N/A	Capital Gains $201 - $1,000
Schlumberger Ltd(SLB)	Stocks	Joint	N/A	Capital Gains $1,001 - $2,500
Utilities Select Sector SPDR ETF(XLU)	ETFs	Joint	N/A	Capital Gains $1,001 - $2,500
Titanium Metals Corp New(TIE)	Stocks	Joint	N/A	Capital Gains $201 - $1,000
Titanium Metals Corp New(TIE)	Stocks	Joint	N/A	Capital Gains $201 - $1,000
PPL Corp(PPL)	Stocks	Joint	N/A	Capital Gains $1,001 - $2,500
iShares Canada Index ETF(EWC)	ETFs	Joint	N/A	Capital Gains $1 - $200
Make It Better LP	LLC / Partnership	Joint	$100,001 - $250,000	None

Liabilities (7)

Creditor	Type	Amount	Rate	Term
First National Bank	mortgage	$100,001 - $250,000	—	—
Wells Fargo	line of credit	$50,001 - $100,000	—	—
Wells Fargo	line of credit	$250,001 - $500,000	—	—
Wells Fargo	line of credit	$50,001 - $100,000	—	—
Wells Fargo	mortgage	$250,001 - $500,000	—	—
Wells Fargo	mortgage	$1,000,001 - $5,000,000	—	—
Bank of America	mortgage	$50,001 - $100,000	—	—

Trading Sector Allocation (from PTR trades)

Energy$288K

Consumer Defensive$73K

Basic Materials$16K

Healthcare$88K

Technology$346K

Financial Services$902K

Manufacturing$8K

Industrials$44K

MiningN/A

UtilitiesN/A

Consumer Cyclical$33K

Communication Services$16K

Retail Trade$33K

Real EstateN/A

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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).