Lou Barletta Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 14, 2012. Includes 156 assets and 7 liabilities.

Year:

2013 2012 2011 2008

Est. Net Worth

-$1.8M

2012 annual disclosure

Total Assets

$1.2M - $3.8M

156 assets

Total Liabilities

$1.8M - $6.7M

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

Real Estate$783K (2)

Retirement & Pension$600K (51)

Stocks$331K (44)

ETFs$317K (40)

Bank & Cash$283K (3)

Mutual Funds$146K (14)

Other$8K (1)

LLC / Partnership$8K (1)

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 (156)

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 - Morgan Stanley Bank N.A.	Bank & Cash	Joint	$15,001 - $50,000	Interest $1 - $200
Cash - 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
Clean Energy Fuels Corp.(CLNE)	Stocks	Joint	$1,001 - $15,000	Dividends
Google Inc.(GOOGL)	Stocks	Joint	$15,001 - $50,000	Dividends
Leucadia National Corp(LUK)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Linn Energy LLC(LINE)	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
PPL Corp(PPL)	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Schlumberger(SLB)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
ALPS ETF Trust Alerian MLP ETF(AMLP)	ETFs	Joint	$15,001 - $50,000	Dividends $1,001 - $2,500
iShares Gold Trust(IAU)	ETFs	Joint	$1,001 - $15,000	Dividends $1 - $200
Market Vectors Retail ETF(RTH)	ETFs	Joint	$15,001 - $50,000	Dividends
PowerShares Trust II S&P 500 Low Volatility ETF(SPLV)	ETFs	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Utilities Sector SPDR Trust SBI(XLU)	ETFs	Joint	$15,001 - $50,000	Dividends $201 - $1,000
SPDR Series Trust S&P Dividend ETF(SDY)	ETFs	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Copano Energy LLC(CPNO)	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Kinder Morgan Energy Partners(KMP)	Stocks	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Cash - Goldman Sachs Bank USA	Bank & Cash	Joint	$100,001 - $250,000	Interest $1 - $200
Attia Group Inc	Other	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Apple Inc.(AAPL)	Stocks	Joint	$15,001 - $50,000	Dividends
Cabot Oil & Gas Corp(COG)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Caterpillar Inc(CAT)	Stocks	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Cincinnati Financial Corp(CINF)	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Du Pont E I De Nemours & Company(DD)	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Google Inc Cl A(GOOGL)	Stocks	Joint	$1,001 - $15,000	Dividends
International Business Machines Corp(IBM)	Stocks	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Linn Energy LLC(LINE)	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Nucor Corp(NUE)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Polaris Industries Inc(PII)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Realty Income Corp(O)	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Seadrill Limited(SDRL)	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Tractor Supply Company(TSCO)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Unilever(UL)	Stocks	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Alps ETF Trust Alerian MLP ETF(AMLP)	ETFs	Joint	$15,001 - $50,000	Dividends $201 - $1,000
iShares Gold Trust(IAU)	ETFs	Joint	$1,001 - $15,000	Dividends $1 - $200
Powershares Exchange Traded Fund - Financial Preferred Stock(PGF)	ETFs	Joint	$15,001 - $50,000	Dividends $1,001 - $2,500
SPDR Series Trust S&P Dividend ETF(SDY)	ETFs	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Marwest Energy Partners	LLC / Partnership	Joint	$1,001 - $15,000	Dividends $201 - $1,000
IRA - Lazard Emerging Markets	Mutual Funds	Self	$1,001 - $15,000	None
IRA - Lazard Mid Cap Equity	Mutual Funds	Self	$1,001 - $15,000	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 ML 5	Mutual Funds	Self	$1,001 - $15,000	None
IRA - PIM American High Yield Bond	Mutual Funds	Self	$15,001 - $50,000	None
IRA - T. Rowe Price ST Bond	Mutual Funds	Self	$15,001 - $50,000	None
IRA - MCM Small Cap Index	Mutual Funds	Self	$15,001 - $50,000	None
IRA - BlackRock Comm Securities	Mutual Funds	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	$1,001 - $15,000	None
IRA, Jackson Dividend Income	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	$50,001 - $100,000	None
IRA, PIM America Float	Retirement & Pension	Self	$1,001 - $15,000	None
IRA, T. Rowe Price ST 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	Retirement & Pension	Self	$1,001 - $15,000	None
IRA, MCM Oil & Gas	Retirement & Pension	Self	$1,001 - $15,000	None
IRA - Red Rocks Priv Eq	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
IRA - Cash, Goldman Sachs Bank USA	Retirement & Pension	Spouse	$1 - $1,000	None
IRA - Aflia Group Inc(AFL)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
IRA - Linn Energy LLC(LINE)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
IRA - PPL Corp(PPL)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
IRA - Unilever(UL)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
IRA - Alps ETF Trust	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
IRA - Oppenheimer Main St Cap Inc(MAIN)	Retirement & Pension	Spouse	$1 - $1,000	Dividends $1 - $200
IRA - Powershares ETF Fund	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	Retirement & Pension	Spouse	$1 - $1,000	Dividends $1 - $200
IRA - Western Asset High Yield Defined Opportunity Fund	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
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, Pan China-India	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA, MCM JNL 5	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA, PIM America High Yield Bond	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA, T. Rowe Price ST Bond	Retirement & Pension	Spouse	$15,001 - $50,000	None
IRA, MCM Sm 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
IRA, Cash - PL Financial	Retirement & Pension	Spouse	$15,001 - $50,000	Interest $1 - $200
IRA - CVS Caremark Corp(CVS)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
IRA - Google Inc Class A(GOOGL)	Retirement & Pension	Self	$1,001 - $15,000	Dividends
IRA - International Business Machines Corp(IBM)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
IRA - Merck & Company Inc(MRK)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $201 - $1,000
IRA - Seadrill Limited(SDRL)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $201 - $1,000
IRA - Blackrock Funds II Strategic Income Opportunities	Retirement & Pension	Self	$15,001 - $50,000	Dividends $201 - $1,000
IRA - Powershares ETF Fund Senior Loan Portfolio(BKLN)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $201 - $1,000
IRA - SPDR Trust SBI International	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
SPDR Series Trust S&P Oil & Gas Exploration & Production ETF(XOP)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
SPDR Series Trust S&P Dividend ETF(SDY)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
IRA - Western Asset High Yield Defined Opportunity Fund Inc	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1,001 - $2,500
Apple Corp(AAPL)	Stocks	Joint	N/A	Capital Gains $1 - $200
BRCLYS S&P 500 VIX(VXX)	ETFs	Joint	N/A	Capital Gains $1,001 - $2,500
Cabot Oil & Gas Corp(COG)	Stocks	Joint	N/A	Capital Gains $1,001 - $2,500
Carbo Ceramics Inc(CRR)	Stocks	Joint	N/A	Capital Gains $201 - $1,000
ProShares UltraShort 500(SDS)	ETFs	Joint	N/A	Capital Gains $201 - $1,000
Deere & Company(DE)	Stocks	Joint	N/A	Capital Gains $1,001 - $2,500
Eaton Tax Managed Div 1	Mutual Funds	Joint	N/A	Capital Gains $201 - $1,000
SPDR S&P Metals & Mining(XME)	ETFs	Joint	N/A	Capital Gains $1,001 - $2,500
WisdomTree Int'l Mid Div ETF(DIM)	ETFs	Joint	N/A	Capital Gains $201 - $1,000
Prudential 20/20 Focus	Mutual Funds	Joint	N/A	Capital Gains $5,001 - $15,000
SPDR LEH High Yield Bond(JNK)	ETFs	Joint	N/A	Capital Gains $201 - $1,000
Sector SPDR SBI Energy(XLE)	ETFs	Joint	N/A	Capital Gains $2,501 - $5,000
Sector SPDR SBI Energy(XLE)	ETFs	Joint	N/A	Capital Gains $1,001 - $2,500
Sector SPDR SBI Energy(XLE)	ETFs	Joint	N/A	Capital Gains $1,001 - $2,500
Sector SPDR SBI Technology(XLK)	ETFs	Joint	N/A	Capital Gains $1,001 - $2,500
Sector SPDR SBI Technology	ETFs	Joint	N/A	Capital Gains $201 - $1,000
Sector SPDR SBI Technology	ETFs	Joint	N/A	Capital Gains $201 - $1,000
Vanguard Dividend Appreciation(VIG)	ETFs	Joint	N/A	Capital Gains $1,001 - $2,500
Vanguard Small Cap Growth(VBK)	ETFs	Joint	N/A	Capital Gains $201 - $1,000
WisdomTree Emerging Small Cap Dividend	ETFs	Joint	N/A	Capital Gains $1,001 - $2,500
WisdomTree International Mid Cap Dividend	ETFs	Joint	N/A	Capital Gains $201 - $1,000
iShares Multimedia	ETFs	Joint	N/A	Capital Gains $1 - $200
Kodiak Oil & Gas Corp(KOG)	Stocks	Joint	N/A	Capital Gains $1,001 - $2,500
Kodiak Oil & Gas Corp(KOG)	Stocks	Joint	N/A	Capital Gains $201 - $1,000
Salesforce.com(CRM)	Stocks	Joint	N/A	Capital Gains $201 - $1,000
WABCO Holdings Inc(WBC)	Stocks	Joint	N/A	Capital Gains $2,501 - $5,000
Allergan Inc(AGN)	Stocks	Joint	N/A	Capital Gains $201 - $1,000
Atria Group(MO)	Stocks	Joint	N/A	Capital Gains $201 - $1,000
ConocoPhillips(COP)	Stocks	Joint	N/A	Capital Gains $1,001 - $2,500
EMC Corp Mass(EMC)	Stocks	Joint	N/A	CAPITAL GAINS $1,001 - $2,500
EMC Corp Mass(EMC)	Stocks	Joint	N/A	CAPITAL GAINS $1,001 - $2,500
Insignia Systems Inc(ISIG)	Stocks	Joint	N/A	CAPITAL GAINS $1 - $200
iShares Gold Trust(IAU)	ETFs	Joint	N/A	CAPITAL GAINS $201 - $1,000
iShares BRCLY'S TIPS BD(TIP)	ETFs	Joint	N/A	CAPITAL GAINS $1,001 - $2,500
iShares Silver Trust(SLV)	ETFs	Joint	N/A	CAPITAL GAINS $1,001 - $2,500
iShares Silver Trust(SLV)	ETFs	Joint	N/A	CAPITAL GAINS $201 - $1,000
Sandridge Energy Inc(SD)	Stocks	Joint	N/A	CAPITAL GAINS $1,001 - $2,500
Sandridge Energy Inc(SD)	Stocks	Joint	N/A	CAPITAL GAINS $1,001 - $2,500
WisdomTree International Large Cap Dividend(DOL)	ETFs	Joint	N/A	CAPITAL GAINS $201 - $1,000
Altria Group Inc(MO)	Stocks	Joint	N/A	CAPITAL GAINS $1,001 - $2,500
Coca Cola Company(KO)	Stocks	Joint	N/A	CAPITAL GAINS $1,001 - $2,500
iShares S&P Mid Cap 400(IJH)	ETFs	Joint	N/A	CAPITAL GAINS $201 - $1,000
iShares S&P Mid Cap 400(IJH)	ETFs	Joint	N/A	CAPITAL GAINS $201 - $1,000
iShares S&P Mid Cap 400(IJH)	ETFs	Spouse	N/A	Capital Gains $201 - $1,000
iShares S&P US Preferred Stock ETF(PFF)	ETFs	Spouse	N/A	Capital Gains $5,001 - $15,000
Microsoft Corp(MSFT)	Stocks	Spouse	N/A	Capital Gains $1,001 - $2,500
Norfolk Southern Corp(NSC)	Stocks	Spouse	N/A	Capital Gains $1,001 - $2,500
Norfolk Southern Corp(NSC)	Stocks	Spouse	N/A	Capital Gains $1,001 - $2,500
PowerShares Financial Preferred Portfolio(PGF)	ETFs	Spouse	N/A	Capital Gains $1,001 - $2,500
PowerShares Financial Preferred Portfolio(PGF)	ETFs	Spouse	N/A	Capital Gains $1,001 - $2,500
SPDR Gold Trust(GLD)	ETFs	Spouse	N/A	Capital Gains $1,001 - $2,500
Vanguard Small Cap Growth	Mutual Funds	Spouse	N/A	Capital Gains $201 - $1,000
Vanguard Small Cap Growth	Mutual Funds	Spouse	N/A	Capital Gains $201 - $1,000
Vanguard Small Cap Value	Mutual Funds	Spouse	N/A	Capital Gains $201 - $1,000
1110 Belview Lane Fort Myers, FL, US	Real Estate	Spouse	$15,001 - $50,000	Interest $201 - $1,000

Liabilities (7)

Creditor	Type	Amount	Rate	Term
First National Bank	mortgage	$100,001 - $250,000	—	—
Wells Fargo	mortgage	$100,001 - $250,000	—	—
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).