Lou Barletta Net Worth & Financial Disclosure

house

Annual financial disclosure for 2013, filed July 3, 2013. Includes 143 assets and 7 liabilities.

Year:

2013 2012 2011 2008

Est. Net Worth

$1.8M

2013 annual disclosure

Total Assets

$2.7M - $9.9M

143 assets

Total Liabilities

$2M - $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

Bank & Cash$3M (3)

Real Estate$783K (2)

ETFs$750K (38)

Retirement & Pension$705K (27)

Stocks$514K (52)

Mutual Funds$325K (13)

LLC / Partnership$106K (5)

Other$98K (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 (143)

Asset	Type	Owner	Value	Income
1/2 Rotary Road Waltham, PA, US	Real Estate	Joint	$500,001 - $1,000,000	Rent $50,001 - $100,000
USA Compression State Bank	Bank & Cash	Joint	$1,000,000 - $5,000,000	Interest $1 - $200
Altria Group Inc.(MO)	Stocks	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Intel Inc.(INTC)	Stocks	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Home Inc.(HD)	Stocks	Joint	$15,001 - $50,000	Dividends $201 - $1,000
ConocoPhillips(COP)	Stocks	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Google Inc(GOOGL)	Stocks	Joint	$1,001 - $15,000	None
Johnson & Johnson(JNJ)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
American Capital(ACAS)	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
USAA Energy LLC	LLC / Partnership	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Microsoft Corp(MSFT)	Stocks	Joint	$1,001 - $15,000	Dividends $1,001 - $2,500
Market Vectors Mortgage REIT ETF(MORT)	ETFs	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Market Vectors Preferred Securities ETF(PGX)	ETFs	Joint	$1,001 - $15,000	Dividends $201 - $1,000
AT&T(T)	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Procter & Gamble Co(PG)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
SPDR Dow Jones Industrial Average ETF Trust(DIA)	ETFs	Joint	$1,001 - $15,000	Dividends $201 - $1,000
SPDR S&P 500 ETF Trust(SPY)	ETFs	Joint	$1,001 - $15,000	Dividends $201 - $1,000
iShares Core S&P Mid-Cap ETF(IJH)	ETFs	Joint	$1,001 - $15,000	None
iShares Core S&P Small-Cap ETF(IJR)	ETFs	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Vanguard REIT ETF(VNQ)	ETFs	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Vanguard FTSE Developed Markets ETF(VEA)	ETFs	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Vanguard FTSE Emerging Markets ETF(VWO)	ETFs	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Vanguard Total Bond Market ETF(BND)	ETFs	Joint	$1,001 - $15,000	Interest $1 - $200
Washington Realty Capital Trust(WRE)	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Wells Fargo & Co(WFC)	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Exxon Mobil Corp(XOM)	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Duke Energy Corp(DUK)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Coca-Cola Co(KO)	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Chevron Corp(CVX)	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
ConocoPhillips(COP)	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Citigroup Inc(C)	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Citizens Financial Group Inc(CFG)	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Dominion Resources Inc(D)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Durban Brazil Cap Inc	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
iShares Gold Trust(IAU)	ETFs	Joint	$15,001 - $50,000	None
Lockheed Martin Corp(LMT)	Stocks	Joint	$15,001 - $50,000	Dividends $1 - $200
Lim Energy LLC	LLC / Partnership	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Verizon Communications Inc(VZ)	Stocks	Joint	$15,001 - $50,000	Dividends $201 - $1,000
SPDR S&P 500 ETF Trust(SPY)	ETFs	Joint	$15,001 - $50,000	Dividends $1,001 - $2,500
iShares Silver Trust(SLV)	ETFs	Joint	$15,001 - $50,000	Dividends $201 - $1,000
ProShares UltraShort S&P 500(SDS)	ETFs	Joint	$15,001 - $50,000	Dividends $201 - $1,000
iShares 20+ Year Treasury Bond ETF(TLT)	ETFs	Joint	$15,001 - $50,000	None
SPDR Barclays Capital STIP ETF(STIP)	ETFs	Joint	$15,001 - $50,000	Dividends $201 - $1,000
PowerShares QQQ Trust, Series 1(QQQ)	ETFs	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Capital One Capital IX	Other	Joint	$15,001 - $50,000	Dividends $201 - $1,000
ProShares ETF	ETFs	Joint	$15,001 - $50,000	Dividends $1,001 - $2,500
Kinder Morgan Energy Partners(KMP)	Stocks	Joint	$50,001 - $100,000	Dividends $1,001 - $2,500
iShares Mortgage Real Estate ETF(REM)	ETFs	Joint	N/A	Dividends $1,001 - $2,500
Fifth Third Bancorp(FITB)	Stocks	Joint	N/A	Dividends $1,001 - $2,500
Morgan Stanley Bank N.A.	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
IRA Cash - LPL Financial	Bank & Cash	Self	$15,001 - $50,000	Interest
LPL Energy LLC (IRA)	LLC / Partnership	Self	$15,001 - $50,000	Dividends $201 - $1,000
Anheuser-Busch InBev(BUD)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Schwab U.S. Dividend Equity ETF(SCHD)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
SPDR S&P 500 ETF(SPY)	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
iShares MSCI Emerging Markets ETF(EEM)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
iShares Core S&P Mid-Cap ETF(IJH)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
iShares Core S&P Small-Cap ETF(IJR)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
iShares Core S&P Total U.S. Stock Market ETF(ITOT)	ETFs	Self	$50,001 - $100,000	Dividends $1,101 - $2,500
iShares Core MSCI EAFE ETF(IEFA)	ETFs	Self	$50,001 - $100,000	Dividends $1,101 - $2,500
Vanguard Total Bond Market ETF(BND)	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
Vanguard Real Estate ETF(VNQ)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
Vanguard Energy ETF(VDE)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
IRA, Thornburg Investment Income Builder Fund Class C	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
IRA, Lord Abbett Mid Cap Equity Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
IRA, Lord Abbett Developing Growth Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
IRA, MCM Index 25	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
IRA, Harding Loevner International Equity	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
IRA, American Growth Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
IRA, PIMCO All Asset Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
IRA, PIMCO All Asset All Authority Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
IRA, PIMCO Total Return Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
IRA, PIMCO Low Duration Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
IRA, MCM Oil & Gas	Other	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
IRA, Fox River Limited Partnership	LLC / Partnership	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
IRA, Jackson SP-4	Other	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
IRA - Janus S&P 500 Index	Retirement & Pension	Self	$15,001 - $50,000	None
IRA - Lord Abbett Emerging Markets	Retirement & Pension	Self	$50,001 - $100,000	None
IRA - Lord Abbett Mid Cap Equity	Retirement & Pension	Self	$50,001 - $100,000	None
IRA - Eaton Vance Bond Fund	Retirement & Pension	Self	$15,001 - $50,000	None
IRA - MFS Value Fund	Retirement & Pension	Self	$50,001 - $100,000	None
IRA - MCH S&P 500 Index	Retirement & Pension	Self	$15,001 - $50,000	None
IRA - American Funds Growth Fund	Retirement & Pension	Self	$15,001 - $50,000	None
IRA - American Funds EuroPacific Growth	Retirement & Pension	Self	$15,001 - $50,000	None
IRA - American Funds Fundamental Investors	Retirement & Pension	Self	$50,001 - $100,000	None
IRA - American Funds Washington Mutual Investors	Retirement & Pension	Self	$15,001 - $50,000	None
IRA - MCH S&P 500 Index (Additional)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA - Ford Motor Liquid Fund Equity	Retirement & Pension	Self	$15,001 - $50,000	None
IRA - Janus S&P 4	Retirement & Pension	Self	$15,001 - $50,000	None
IRA - Jackson S&P Dividend	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 - Emerging Mkt China Index	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA - MCM All 5	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA - American Growth Fund	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA - PIM America Float Rate	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA - PIM 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 - Harbor Stock Comm	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA - MCM Financial Sector	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA - Ford Focus Liquid Net Eq	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA - Jackson S&P 4	Retirement & Pension	Spouse	$1,001 - $15,000	None
WA Jackson Enhanced Income	Mutual Funds	Joint	N/A	None
Appaloosa MLP ETF	ETFs	Joint	N/A	Capital Gains $201 - $1,000
Cisco C I & Co Corp	Stocks	Joint	N/A	Capital Gains $201 - $1,000
Cisco C I & Co Corp	Stocks	Joint	N/A	Capital Gains $1 - $200
Comcast Inc.(CMCSA)	Stocks	Joint	N/A	Capital Gains $2,501 - $5,000
Churchill Financial Corp	Stocks	Joint	N/A	Capital Gains $1,001 - $2,500
DJ Brookfield Infrastructure & Co	LLC / Partnership	Joint	N/A	Capital Gains $1,001 - $2,500
Intl Business Machines Corp(IBM)	Stocks	Joint	N/A	Capital Gains $201 - $1,000
Intrexon Wpl Distributor Energy	Stocks	Joint	N/A	Capital Gains $201 - $1,000
Johnson & Johnson(JNJ)	Stocks	Joint	N/A	Capital Gains $1,001 - $2,500
Philip Morris Intl Inc(PM)	Stocks	Joint	N/A	Capital Gains $1,001 - $2,500
Regulus Therapeutics Inc(RGLS)	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
Sempra Energy Inc.(SRE)	Stocks	Joint	N/A	Capital Gains $1 - $200
Texas Energy Company	Stocks	Joint	N/A	Capital Gains $2,501 - $5,000
Sanofi SA(SNY)	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
Brookfield Renewable Partners LP(BEP)	Stocks	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 $1,001 - $2,500
AT&T Inc(T)	Stocks	Joint	N/A	Capital Gains $1 - $200
Clean Energy Fuels Corp(CLNE)	Stocks	Joint	N/A	Capital Gains $201 - $1,000
Clean Energy Fuels Corp(CLNE)	Stocks	Joint	N/A	Capital Gains $201 - $1,000
Cogeco Inc(CGO)	Stocks	Joint	N/A	Capital Gains $201 - $1,000
Cogeco Inc(CGO)	Stocks	Joint	N/A	Capital Gains $1,001 - $2,500
iShares MSCI Total ETF(ITOT)	ETFs	Joint	N/A	Capital Gains $1,001 - $2,500
iShares MSCI Total ETF(ITOT)	ETFs	Joint	N/A	Capital Gains $1,001 - $2,500
iShares MSCI Emerging Markets ETF(EEM)	ETFs	Joint	N/A	Capital Gains $201 - $1,000
Vanguard FTSE All-World ex-US ETF(VEU)	ETFs	Joint	N/A	Capital Gains $201 - $1,000
Schwab U.S. Broad Market ETF(SCHB)	ETFs	Joint	N/A	Capital Gains $201 - $1,000
SPDR S&P 500 ETF(SPY)	ETFs	Joint	N/A	Capital Gains $1,001 - $2,500
Transamerica Index Cap New	Mutual Funds	Joint	N/A	Capital Gains $201 - $1,000
Transamerica Index Cap New	Mutual Funds	Joint	N/A	Capital Gains $201 - $1,000
PFA Corp	Stocks	Joint	N/A	Capital Gains $1,001 - $2,500
iShares Core MSCI EAFE ETF(IEFA)	ETFs	Joint	N/A	Capital Gains $1 - $200
PNC Corp(PNC)	Stocks	Joint	$50,001 - $100,000	None
110 Dillingham Lane N. Naples, 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	line of credit	$50,001 - $100,000	—	—
Wells Fargo	line of credit	$50,001 - $100,000	—	—
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	$500,001 - $1,000,000	—	—

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

Lou Barletta trades Wealthiest members Most active traders PA delegation Articles

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).