Lou Barletta
Lou Barletta Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed March 24, 2013. Includes 30 assets and 2 liabilities.
Est. Net Worth
-$198K
2008 annual disclosure
Total Assets
$19K - $285K
30 assets
Total Liabilities
$200K - $500K
2 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
Stocks$112K (22)
Mutual Funds$24K (3)
ETFs$16K (2)
Bank & Cash$0 (1)
Other$0 (2)
Top Stock Holdings (from trades)
All Assets (30)
| Asset | Value |
|---|---|
JP 32 (Cash) | N/A |
| N/A | |
| N/A | |
| N/A | |
Black Hills Corp. 3.87% Bond | N/A |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
Intrua Energy Business | N/A |
Machines Corp. | N/A |
| $1,001 - $15,000 | |
American Funds Europacific Growth Fund Cl A | $1,001 - $15,000 |
American Funds Capital World Growth and Income Fund Cl A | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Genentech, Inc. | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Vanguard Growth Index Fund | $1,001 - $15,000 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| Wachovia Bank, N.A., Salisbury, NC | mortgage | $100,001 - $250,000 |
| First National Bank, Mifflintown, PA | mortgage | $100,001 - $250,000 |
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
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).