Lou Barletta Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed July 8, 2011. Includes 141 assets and 2 liabilities.

Year:

2013 2012 2011 2008

Est. Net Worth

$2.5M

2011 annual disclosure

Total Assets

$1.4M - $4.2M

141 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

ETFs$816K (36)

Real Estate$783K (2)

Retirement & Pension$544K (41)

Mutual Funds$410K (19)

Stocks$152K (40)

Bank & Cash$116K (3)

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 (141)

Asset	Type	Owner	Value	Income
322 Rocky Road	Real Estate	Joint	$500,001 - $1,000,000	Rent $50,001 - $100,000
Cash - Capital One Bank N.A.	Bank & Cash	Joint	$1,001 - $15,000	Interest $201 - $1,000
Cash - Morgan Stanley Bank	Bank & Cash	Joint	$15,001 - $50,000	Interest $1 - $200
Deere & Company(DE)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Hess Corp(HES)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Leucadia National Corp(LUK)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Eaton Vance Mutual Funds	Mutual Funds	Joint	$15,001 - $50,000	Dividends $1,001 - $2,500
iShares Inc.	ETFs	Joint	$1,001 - $15,000	Dividends $1 - $200
Prudential Jennison Focus Fund	Mutual Funds	Joint	$15,001 - $50,000	None
Putnam ST Corp Bond Fund	Mutual Funds	Joint	$100,001 - $250,000	Dividends $2,501 - $5,000
Sector SPDR TR SBI Energy	ETFs	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Sector SPDR TR SBI Technology	ETFs	Joint	$50,001 - $100,000	Dividends $201 - $1,000
Sector SPDR S&P International Dividend	ETFs	Joint	$1,001 - $15,000	Dividends $201 - $1,000
SPDR Series Trust Barclays Cap High Yield Bond ETF	ETFs	Joint	$50,001 - $100,000	Dividends $5,001 - $15,000
SPDR Series Trust S&P Metals	ETFs	Joint	$1,001 - $15,000	Dividends $1 - $200
SPDR Series Trust S&P	ETFs	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Vanguard Dividend Appreciation	Mutual Funds	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Vanguard Small Cap Growth ETF	ETFs	Joint	$50,001 - $100,000	Dividends $1 - $200
Vanguard Small Cap Value ETF	ETFs	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Virtus	Mutual Funds	Joint	$1,001 - $15,000	Dividends $201 - $1,000
WisdomTree TR Emerging Cap Dividend	ETFs	Joint	$1,001 - $15,000	Dividends $201 - $1,000
WisdomTree Trust International MidCap Dividend Fund(DWM)	ETFs	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Cash - Morgan Stanley Bank N.A.	Bank & Cash	Joint	$50,001 - $100,000	Interest $1 - $200
Allergan Inc(AGN)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Altria Group Inc(MO)	Stocks	Joint	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Apple Inc.(AAPL)	Stocks	Joint	$1,001 - $15,000	Capital Gains $2,501 - $5,000
Coca-Cola Company(KO)	Stocks	Joint	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
ConocoPhillips(COP)	Stocks	Joint	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
EMC Corp(EMC)	Stocks	Joint	$1,001 - $15,000	None
Insignia Systems Inc(ISIG)	Stocks	Joint	$1,001 - $15,000	None
Microsoft Corp(MSFT)	Stocks	Joint	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Norfolk Southern Corp(NSC)	Stocks	Joint	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Novagold Resources Inc(NG)	Stocks	Joint	$1,001 - $15,000	None
Nucor Corp(NUE)	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
SandRidge Energy Inc(SD)	Stocks	Joint	$1,001 - $15,000	None
SPDR Gold Trust Gold Shares	ETFs	Joint	$1,001 - $15,000	None
BlackRock Funds II Strategic Income	Mutual Funds	Joint	$15,001 - $50,000	Dividends $1,001 - $2,500
iShares S&P Midcap 400 Growth	ETFs	Joint	$15,001 - $50,000	Dividends $1 - $200
iShares S&P Midcap 400 Value	ETFs	Joint	$1,001 - $15,000	Dividends $1 - $200
iShares Trust Barclays Tips Bond Fund	ETFs	Joint	$15,001 - $50,000	Dividends $201 - $1,000
iShares Trust S&P US Preferred Stock	ETFs	Joint	$15,001 - $50,000	Dividends $2,501 - $5,000
PowerShares Exchange Traded Fund TR Financial Preferred Portfolio	ETFs	Joint	$50,001 - $100,000	Dividends $1,001 - $2,500
SPDR Series Trust Barclays Capital High Yield Bond	ETFs	Joint	$50,001 - $100,000	Dividends $5,001 - $15,000
SPDR Series Trust S&P Dividend ETF	ETFs	Joint	$50,001 - $100,000	Dividends $201 - $1,000
Vanguard Small Cap Growth ETF	ETFs	Joint	$1,001 - $15,000	Dividends $1 - $200
Vanguard Small Cap Value ETF	ETFs	Joint	$1,001 - $15,000	Dividends $1 - $200
WisdomTree Trust International Equity	ETFs	Joint	$1,001 - $15,000	Dividends $201 - $1,000
IRA - Cash - Capital One Bank	Retirement & Pension	Spouse	$1 - $1,000	None
IRA - Cash - Morgan Stanley Bank	Retirement & Pension	Spouse	$1 - $1,000	None
IRA - International Business Machines(IBM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
IRA - Merck & Company Inc(MRK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
IRA - Microsoft Corp(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
IRA - SPDR Gold Trust Gold Shares(GLD)	ETFs	Self	$1,001 - $15,000	None
IRA - Weatherford International(WFRD)	Stocks	Self	$1,001 - $15,000	None
IRA - BlackRock Funds II Strategic Income Opportunities Fund Global Dividend	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
IRA - Vanguard Mutual Funds Global Dividend	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
IRA - iShares Core S&P Total US Stock Market ETF(ITOT)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
IRA - SPDR Series Trust S&P Dividend ETF(SDY)	ETFs	Self	$50,001 - $100,000	Dividends $201 - $1,000
1110 Ballyg Lane Fort Myers, FL, US	Real Estate	Spouse	$15,001 - $50,000	Interest $201 - $1,000
IRA - Lazard Emerging Markets	Mutual Funds	Self	$1,001 - $15,000	None
IRA - Lazard Mid Cap Equity	Mutual Funds	Self	$15,001 - $50,000	None
IRA - MCM Nasdaq 25	Mutual Funds	Self	$1,001 - $15,000	None
IRA - PAM China - India	Mutual Funds	Self	$1,001 - $15,000	None
IRA - MCM JNL 5	Retirement & Pension	Self	$1,001 - $15,000	None
IRA - PPM America High Yield Bond	Retirement & Pension	Self	$1,001 - $15,000	None
IRA - T. Rowe Price S T Bond	Retirement & Pension	Self	$15,001 - $50,000	None
IRA - MCM Small Cap Index	Retirement & Pension	Self	$1,001 - $15,000	None
IRA - Jackson Dividend Income	Retirement & Pension	Self	$1,001 - $15,000	None
IRA - Jackson S&P 4	Retirement & Pension	Self	$1,001 - $15,000	None
IRA - Blackrock Comm S	Retirement & Pension	Self	$15,001 - $50,000	None
IRA - Mellon Capital Management	Retirement & Pension	Self	$1,001 - $15,000	None
IRA - Red Rocks	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 - PAM China, India	Retirement & Pension	Self	$1,001 - $15,000	None
IRA - MCM JNL 5	Retirement & Pension	Self	$15,001 - $50,000	None
IRA - PIM America High Yield Bond	Retirement & Pension	Spouse	$15,001 - $50,000	None
IRA - T. Rowe Price S/T Bond	Retirement & Pension	Spouse	$50,001 - $100,000	None
IRA - MCM Small Cap Index	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA - Jackson S&P Dividend Income	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA - Jackson S&P 4	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA - Blackrock Comm Securities	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA - American Capital Management	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA - Red Rocks	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA - Lazard Emerging Markets	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA - JNL/Lazard Mid Cap Equity	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA - Mellon Capital Mgt Small Cap	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA - JNL/JPM China-India	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA - JNL/MCM JNL 5	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA - JNL/JPM America High Yield Bond	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA - T. Rowe Price S-T Bond	Retirement & Pension	Spouse	$15,001 - $50,000	None
IRA - JNL/MCM Small Cap	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA - Jackson National Life	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA - JNL/S&P 4	Retirement & Pension	Spouse	$15,001 - $50,000	None
IRA - JNL/Blackrock Comm	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA - Mellon Capital Management	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA - Red Rocks	Retirement & Pension	Spouse	$1,001 - $15,000	None
iShares Silver Trust(SLV)	ETFs	Joint	N/A	Capital Gains $201 - $1,000
Walt Disney Co(DIS)	Stocks	Joint	N/A	Capital Gains $2,501 - $5,000
Dow Chemical(DOW)	Stocks	Joint	N/A	Capital Gains $2,501 - $5,000
Google Inc(GOOG)	Stocks	Joint	N/A	Capital Gains $2,501 - $5,000
Hewlett Packard Co(HPQ)	Stocks	Joint	N/A	Capital Gains $2,501 - $5,000
Johnson & Johnson(JNJ)	Stocks	Joint	N/A	Capital Gains $201 - $1,000
JP Morgan Chase & Co(JPM)	Stocks	Joint	N/A	Capital Gains $201 - $1,000
Powershares US Dollar Index(UUP)	ETFs	Joint	N/A	CAPITAL GAINS $201 - $1,000
JNL/Pimco Total Return Bond	Mutual Funds	Spouse	N/A	CAPITAL GAINS $201 - $1,000
JNL/Pimco Total Return Bond	Mutual Funds	Joint	N/A	CAPITAL GAINS $201 - $1,000
Carbo Ceramics(CRR)	Stocks	Joint	N/A	CAPITAL GAINS $201 - $1,000
DWS Strat High Yield Tax	Mutual Funds	Joint	N/A	CAPITAL GAINS $1,001 - $2,500
Entergy Corp(ETR)	Stocks	Joint	N/A	CAPITAL GAINS $201 - $1,000
iShares Barclay Aggt Bd(AGG)	ETFs	Joint	N/A	CAPITAL GAINS $201 - $1,000
McDonalds(MCD)	Stocks	Joint	N/A	CAPITAL GAINS $201 - $1,000
Medtronic(MDT)	Stocks	Joint	N/A	CAPITAL GAINS $1,001 - $2,500
New York Community Bancorp(NYCB)	Stocks	Joint	N/A	CAPITAL GAINS $2,501 - $5,000
Novartis AG Spn ADR(NVS)	Stocks	Joint	N/A	CAPITAL GAINS $1,001 - $2,500
Powershares $ Inx T Bullish(UUP)	ETFs	Joint	N/A	CAPITAL GAINS $201 - $1,000
SPDR Gold Trust Gold ETF(GLD)	ETFs	Joint	N/A	CAPITAL GAINS $1,001 - $2,500
Suncor Energy Inc New(SU)	Stocks	Joint	N/A	CAPITAL GAINS $1,001 - $2,500
Teva Pharmaceutical ADR(TEVA)	Stocks	Joint	N/A	CAPITAL GAINS $1,001 - $2,500
Union Pacific Corp(UNP)	Stocks	Joint	N/A	CAPITAL GAINS $2,501 - $5,000
Vodaphone Grp PLC new Adr(VOD)	Stocks	Joint	N/A	CAPITAL GAINS $201 - $1,000
3M Company(MMM)	Stocks	Joint	N/A	CAPITAL GAINS $201 - $1,000
Abbott Laboratories(ABT)	Stocks	Joint	N/A	CAPITAL GAINS $201 - $1,000
Cisco Systems(CSCO)	Stocks	Joint	N/A	CAPITAL GAINS $2,501 - $5,000
Freeport McMoran Copper & Gold(FCX)	Stocks	Joint	N/A	CAPITAL GAINS $2,501 - $5,000
iShares Inv Bond Fd	ETFs	Joint	N/A	CAPITAL GAINS $1,001 - $2,500
Procter & Gamble Company(PG)	Stocks	Joint	N/A	CAPITAL GAINS $201 - $1,000
IRA - Johnson & Johnson(JNJ)	Retirement & Pension	Self	N/A	CAPITAL GAINS $201 - $1,000
IRA - Qualcomm Corp(QCOM)	Retirement & Pension	Self	N/A	CAPITAL GAINS $201 - $1,000
IRA - Delaware Ltd Term Inc Fd	Retirement & Pension	Self	N/A	None
IRA - Highland Floating Rate	Retirement & Pension	Self	N/A	None
FPL Delaware Ltd Term Inc	Mutual Funds	Spouse	N/A	CAPITAL GAINS $1 - $200
IRA - Eaton Vance Floating Rate Fund	Mutual Funds	Spouse	N/A	None
ProShares Ultra S&P 500	ETFs	Spouse	N/A	None
PowerShares US $ Index	ETFs	Spouse	N/A	Capital Gains $1 - $200
DWS Inter Tax/AMT Free	Mutual Funds	Joint	N/A	Capital Gains $2,501 - $5,000
iShares S&P NA Tech Index Fund	ETFs	Joint	N/A	Capital Gains $201 - $1,000
Select SPDR Consumer Staple ETF	ETFs	Joint	N/A	Capital Gains $1,001 - $2,500
SPDR S&P Biotech ETF	ETFs	Joint	N/A	Capital Gains $1,001 - $2,500
Seneca Vy PA 5.0	Mutual Funds	Joint	N/A	Capital Gains $2,501 - $5,000

Liabilities (2)

Creditor	Type	Amount	Rate	Term
Wachovia Bank, N.A., Statesville, NC	mortgage	$100,001 - $250,000	—	—
First National Bank, Harrisburg, 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

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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).