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TTEN·K/calls

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Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

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LB

Lou Barletta

U.S. House·PA·last disclosed 2016-10-28
Estimated book · cost basis
$423K
midpoint est. · $152K–$707K — not market value
14 holdings · $267K equity · $156K non-equity
Our verdict on their book · $-weighted, equity only
Buy12.2%Not covered87.8%
Disclosed trades
81
Buys · Sells
28 · 36
Median reporting lag
30d
avg 59d to disclose
Last disclosed
2016-10-28
Trade cadence · buys above, sells below · last 12 mo
Jan ’15
Feb
Jun
Sep
Oct
Dec
Jan ’16
Feb
Mar
Oct

What Lou Barletta owns now

Net book reconstructed from disclosed trades — cost basis, not market value · 14 holdings · since 2015

A
Annuity Rebalance Intermediate government Bond Portfolionon-equity
$50.0K–$100K18%
VC
VCIT
$17.0K–$80.0K11%
No call
VC
VCSH
$17.0K–$80.0K11%
No call
VY
VYM
$2.00K–$79.0K10%
No call
QQ
QQQ
$2.00K–$79.0K10%
No call
SP
SPY
$15.0K–$50.0K8%
No call
A
Annuity Rebalancing SP Intermediate government Bond Portfolionon-equity
$15.0K–$50.0K8%
A
Annuity Rebalancing Intermediate government Bond Portfolionon-equity
$15.0K–$50.0K8%
▸Show all 14 holdings
AM
AMZN
$15.0K–$50.0K8%
FV $285.00 · Jul '26Buy
A
Ameriprise Financial IRA 5494 Berkshire Hathaway Inc. Newnon-equity
$1.00K–$15.0K2%
VB
VB
$0.00–$29.0K2%
No call
VO
VO
$1.00K–$15.0K2%
No call
A
Annuity Rebalance SP Intermediate government Bond Portfolionon-equity
$1.00K–$15.0K2%
VX
VXUS
$1.00K–$15.0K2%
No call

Cost-basis estimate from disclosed ranges (midpoints), not market value · a * marks names sold beyond what we observed bought (size understated) · how we built this

What Lou Barletta did

81 disclosed trades

2016-10-28AMZNBuyS iD owner asset transaction type Date notification Date amount Amazon.com, Inc.▲ Buy
$15.0K–$50.0K
0d lagtraded 2016-10-28PTR ↗
2016-05-23—e Date notification Date amount AllianceBernstein Short Duration government BondExch
$1.00K–$15.0K
77d latetraded 2016-03-07PTR ↗
2016-05-23—Annuity Auto Rebalance AllianceBernstein Short Duration government BondExch
$1.00K–$15.0K
77d latetraded 2016-03-07PTR ↗
2016-05-23—Annuity Auto Rebalance SP AllianceBernstein Short Duration government BondExch
$1.00K–$15.0K
77d latetraded 2016-03-07PTR ↗
2016-05-23—Annuity Auto Rebalance SP AXA 2000 Managed VolatilityExch
$1.00K–$15.0K
77d latetraded 2016-03-07PTR ↗
2016-05-23—Annuity Auto Rebalance AXA 2000 Managed VolatilityExch
$1.00K–$15.0K
77d latetraded 2016-03-07PTR ↗
2016-05-23—Annuity Auto Rebalalance AXA 2000 Managed VolatilityExch
$1.00K–$15.0K
77d latetraded 2016-03-07PTR ↗
2016-05-23—Annuity Auto Rebalance AXA 400 Managed VolatilityExch
$1.00K–$15.0K
77d latetraded 2016-03-07PTR ↗
2016-05-23—Annuity Auto Rebalance SP AXA 400 Managed VolatilityExch
$1.00K–$15.0K
77d latetraded 2016-03-07PTR ↗
2016-05-23—Annuity Auto Rebalance SP AXA 500 Managed VolatilityExch
$15.0K–$50.0K
77d latetraded 2016-03-07PTR ↗
2016-05-23—Annuity Auto Rebalance AXA 500 Managed VolatilityExch
$15.0K–$50.0K
77d latetraded 2016-03-07PTR ↗
2016-05-23—Annuity Auto Rebalance AXA International Managed VolatilityExch
$1.00K–$15.0K
77d latetraded 2016-03-07PTR ↗
2016-05-23—Annuity Auto Rebalance SP AXA International Managed VolatilityExch
$1.00K–$15.0K
77d latetraded 2016-03-07PTR ↗
2016-05-23—Annuity Auto Rebalance Core Bond IndexExch
$1.00K–$15.0K
77d latetraded 2016-03-07PTR ↗
2016-05-23—Annuity Auto Rebalance SP Core Bond IndexExch
$1.00K–$15.0K
77d latetraded 2016-03-07PTR ↗
2016-05-23—Annuity Auto Rebalance Intermediate government BondExch
$15.0K–$50.0K
77d latetraded 2016-03-07PTR ↗
2016-05-23—Annuity Auto Rebalance Intermediate government BondExch
$50.0K–$100K
77d latetraded 2016-03-07PTR ↗
2016-05-23—Annuity Auto Rebalance SP Intermediate government BondExch
$50.0K–$100K
77d latetraded 2016-03-07PTR ↗
2016-04-15AMLPiD owner asset transaction type Date notification Date amount SP Alerian MLP ETF▼ Sell
$1.00K–$15.0K
128d latetraded 2015-12-09PTR ↗
2016-04-15—Ameriprise Financial IRA 5494 Berkshire Hathaway Inc. New▲ Buy
$1.00K–$15.0K
206d latetraded 2015-09-22PTR ↗
2016-04-15IXPAmeriprise Financial 9039 iShares global Telecom ETF▼ Sell
$1.00K–$15.0K
290d latetraded 2015-06-30PTR ↗
2016-04-15RWLAmeriprise Financial IRA 5494 JT Oppenheimer Large Cap Revenue ETF▲ Buy
$1.00K–$15.0K
317d latetraded 2015-06-03PTR ↗
2016-04-15PKWAmeriprise Financial 7802 JT PowerShares Buyback Achievers▲ Buy
$15.0K–$50.0K
463d latetraded 2015-01-08PTR ↗
2016-04-15PKWAmeriprise Financial 7802 PowerShares Buyback Achievers▲ Buy
$1.00K–$15.0K
463d latetraded 2015-01-08PTR ↗
2016-04-15XLVAmeriprise Financial 9039 JT SPdR Select Sector Fund - Health Care▲ Buy
$1.00K–$15.0K
444d latetraded 2015-01-27PTR ↗
2016-04-15VFHAmeriprise Financial 9039 JT Vanguard Financials ETF - dNQ▲ Buy
$1.00K–$15.0K
133d latetraded 2015-12-04PTR ↗
2016-04-15VYMAmeriprise Financial 7802 JT Vanguard High dividend Yield ETF - dNQ▲ Buy
$15.0K–$50.0K
109d latetraded 2015-12-28PTR ↗
2016-04-15VYMAmeriprise Financial IRA 5494 Vanguard High dividend Yield ETF - dNQ▲ Buy
$1.00K–$15.0K
119d latetraded 2015-12-18PTR ↗
2016-03-09—saction type Date notification Date amount AXA 2000 Managed Volatility Portfolio▼ Sell
$1.00K–$15.0K
30d lagtraded 2016-02-08PTR ↗
2016-03-09—Annuity Rebalance AXA 2000 Managed Volatility Portfolio▼ Sell
$15.0K–$50.0K
30d lagtraded 2016-02-08PTR ↗
2016-03-09—Annuity Rebalancing SP AXA 2000 Managed Volatility Portfolio▼ Sell
$1.00K–$15.0K
56d latetraded 2016-01-13PTR ↗
2016-03-09—Annuity Rebalance SP AXA 2000 Managed Volatility Portfolio▼ Sell
$1.00K–$15.0K
22d lagtraded 2016-02-16PTR ↗
2016-03-09—Annuity Rebalance SP AXA 400 Managed Volatility Portfolio▼ Sell
$1.00K–$15.0K
22d lagtraded 2016-02-16PTR ↗
2016-03-09—Annuity Rebalance SP AXA 400 Managed Volatility Portfolio▼ Sell
$1.00K–$15.0K
56d latetraded 2016-01-13PTR ↗
2016-03-09—Annuity Rebalance AXA 400 Managed Volatility Portfolio▼ Sell
$1.00K–$15.0K
30d lagtraded 2016-02-08PTR ↗
2016-03-09—Annuity Rebalancing AXA 400 Managed Volatility Portfolio▼ Sell
$1.00K–$15.0K
30d lagtraded 2016-02-08PTR ↗
2016-03-09—Annuity rebalance AXA 500 Managed Volatility Portfolio▼ Sell
$15.0K–$50.0K
30d lagtraded 2016-02-08PTR ↗
2016-03-09—Annuity Rebalancing SP AXA 500 Managed Volatility Portfolio▼ Sell
$1.00K–$15.0K
56d latetraded 2016-01-13PTR ↗
2016-03-09—Annuity Rebalance SP AXA 500 Managed Volatility Portfolio▼ Sell
$1.00K–$15.0K
22d lagtraded 2016-02-16PTR ↗
2016-03-09—Annuity Rebalance SP AXA International Managed Volatility Portfolio▼ Sell
$1.00K–$15.0K
22d lagtraded 2016-02-16PTR ↗
2016-03-09—Annuity Rebalance SP AXA International Managed Volatility Portfolio▼ Sell
$1.00K–$15.0K
56d latetraded 2016-01-13PTR ↗
2016-03-09—Annuity Rebalance AXA International Managed Volatility▼ Sell
$1.00K–$15.0K
30d lagtraded 2016-02-08PTR ↗
2016-03-09—Annuity Rebalancing AXA International Managed Volatility Portfolio▼ Sell
$1.00K–$15.0K
30d lagtraded 2016-02-08PTR ↗
2016-03-09—Annuity Rebalance Intermediate government Bond Portfolio▲ Buy
$50.0K–$100K
30d lagtraded 2016-02-08PTR ↗
2016-03-09—Annuity Rebalancing Intermediate government Bond Portfolio▲ Buy
$15.0K–$50.0K
30d lagtraded 2016-02-08PTR ↗
2016-03-09—Annuity Rebalancing SP Intermediate government Bond Portfolio▲ Buy
$15.0K–$50.0K
56d latetraded 2016-01-13PTR ↗
2016-03-09—Annuity Rebalance SP Intermediate government Bond Portfolio▲ Buy
$1.00K–$15.0K
22d lagtraded 2016-02-16PTR ↗
2016-02-22—american Enterprise 9039 JT Leucadia National Corporation▼ Sell
$1.00K–$15.0K
4d lagtraded 2016-02-18PTR ↗
2016-02-22QQQamerican Enterprise 9039 JT PowerShares QQQ Trust, Series 1▼ Sell
$1.00K–$15.0K
4d lagtraded 2016-02-18PTR ↗
2016-02-22VYMamerican Enterprise 9039 JT Vanguard High dividend Yield ETF - dNQ▼ Sell
$1.00K–$15.0K
4d lagtraded 2016-02-18PTR ↗
2016-02-22VCITamerican Enterprise 9039 JT Vanguard Intermediate-Term Corporate Bond ETF▲ Buy
$1.00K–$15.0K
4d lagtraded 2016-02-18PTR ↗
2016-02-22VCSHamerican Enterprise 7802 JT Vanguard Short-Term Corporate Bond ETF▲ Buy
$1.00K–$15.0K
4d lagtraded 2016-02-18PTR ↗
2016-02-22VBamerican Enterprise 9039 JT Vanguard Small-Cap ETF - dNQ▲ Buy
$1.00K–$15.0K
12d lagtraded 2016-02-10PTR ↗
2016-02-22VBamerican Enterprise 7802 JT Vanguard Small-Cap ETF - dNQ▼ Sell
$1.00K–$15.0K
4d lagtraded 2016-02-18PTR ↗
2016-02-22VXUSamerican Enterprise 9039 JT Vanguard Total International Stock ETF▲ Buy
$1.00K–$15.0K
4d lagtraded 2016-02-18PTR ↗
2016-02-01AAPLHoldionS iD owner asset transaction type Date notification Date amount JT Apple Inc.▼ Sell
$1.00K–$15.0K
3d lagtraded 2016-01-29PTR ↗
2016-02-01CLHoldAmerican Enterprise 7802 JT Colgate-Palmolive Company▼ Sell
$1.00K–$15.0K
3d lagtraded 2016-01-29PTR ↗
2016-02-01PKWAmerican Enterprise 7802 PowerShares Buyback Achievers▼ Sell
$1.00K–$15.0K
3d lagtraded 2016-01-29PTR ↗
2016-02-01QQQAmerican Enterprise IRA 3851 PowerShares QQQ Trust, Series 1▲ Buy
$1.00K–$15.0K
3d lagtraded 2016-01-29PTR ↗
2016-02-01RWLAmerican Enterprise IRA 3851 JT RevenueShares Large Cap▼ Sell
$1.00K–$15.0K
3d lagtraded 2016-01-29PTR ↗
2016-02-01RWLAmerican Enterprise 7802 RevenueShares Large Cap▼ Sell
$15.0K–$50.0K
3d lagtraded 2016-01-29PTR ↗
2016-02-01XLVAmerican Enterprise 9039 JT SPdR Select Sector Fund - Health Care▼ Sell
$1.00K–$15.0K
25d lagtraded 2016-01-07PTR ↗
2016-02-01VXFAmerican Enterprise 9039 SP Vanguard Extended Market ETF - dNQ▼ Sell
$1.00K–$15.0K
3d lagtraded 2016-01-29PTR ↗
2016-02-01VFHAmerican Enterprise IRA 5494 JT Vanguard Financials ETF - dNQ▼ Sell
$1.00K–$15.0K
3d lagtraded 2016-01-29PTR ↗
2016-02-01VYMAmerican Enterprise 7802 JT Vanguard High dividend Yield ETF - dNQ▲ Buy
$1.00K–$15.0K
3d lagtraded 2016-01-29PTR ↗
2016-02-01VCITAmerican Enterprise 9039 SP Vanguard Intermediate-Term Corporate Bond ETF▲ Buy
$1.00K–$15.0K
3d lagtraded 2016-01-29PTR ↗
2016-02-01VCITAmerican Enterprise 7802 Vanguard Intermediate-Term Corporate Bond ETF▲ Buy
$15.0K–$50.0K
3d lagtraded 2016-01-29PTR ↗
2016-02-01VOAmerican Enterprise 9039 Vanguard Mid-Cap ETF - dNQ▲ Buy
$1.00K–$15.0K
3d lagtraded 2016-01-29PTR ↗
2016-02-01VCSHAmerican Enterprise IRA 3851 JT Vanguard Short-Term Corporate Bond ETF▲ Buy
$15.0K–$50.0K
3d lagtraded 2016-01-29PTR ↗
2016-02-01VCSHAmerican Enterprise 7802 SP Vanguard Short-Term Corporate Bond ETF▲ Buy
$1.00K–$15.0K
3d lagtraded 2016-01-29PTR ↗
2016-02-01VBAmerican Enterprise 9039 Vanguard Small-Cap ETF - dNQ▲ Buy
$1.00K–$15.0K
3d lagtraded 2016-01-29PTR ↗
2016-02-01HYIan Enterprise IRA 3851 SP Western Asset High Yield defined Opportunity Fund Inc.▼ Sell
$1.00K–$15.0K
3d lagtraded 2016-01-29PTR ↗
2015-12-28BCETIONS ID Owner Asset Transaction Type Date Notification Date Amount JT BCE, Inc.▼ Sell
$1.00K–$15.0K
0d lagtraded 2015-12-28PTR ↗
2015-12-28PKWSold for tax purposes only. JT PowerShares Buyback achievers▼ Sell
$15.0K–$50.0K
0d lagtraded 2015-12-28PTR ↗
2015-12-28QQQSold for tax purposes only. JT PowerShares QQQ Trust, Series 1▲ Buy
$15.0K–$50.0K
0d lagtraded 2015-12-28PTR ↗
2015-12-28QQQamerican Enterprise 7802 JT PowerShares QQQ Trust, Series 1▲ Buy
$1.00K–$15.0K
0d lagtraded 2015-12-28PTR ↗
2015-12-28RWLamerican Enterprise 9039 JT RevenueShares Large Cap▼ Sell
$1.00K–$15.0K
0d lagtraded 2015-12-28PTR ↗
2015-12-28SPYamerican Enterprise 7802 JT SPdR S&P 500▲ Buy
$15.0K–$50.0K
0d lagtraded 2015-12-28PTR ↗
2015-12-28VFHSold for tax purposes only. JT Vanguard Financials ETF - dNQ▼ Sell
$1.00K–$15.0K
0d lagtraded 2015-12-28PTR ↗
2015-11-06KMIHoldThe rationale for this transaction was to take tax losses JT Kinder Morgan, Inc.▼ Sell
$1.00K–$15.0K
8d lagtraded 2015-10-29PTR ↗
2015-02-19AAPLHoldactionS iD owner asset transaction type Date notification Date amount Apple Inc.▼ Sell
$15.0K–$50.0K
7d lagtraded 2015-02-12PTR ↗
How we built this

The portfolio is reconstructed from Lou Barletta's disclosed STOCK Act transactions, netting each asset's buy/sell amount ranges at their midpoints — a cost-basis estimate, not market value, and not a certified holdings statement.

Figures cover the household as disclosed (self, spouse & dependents). Amounts are STOCK Act ranges, never exact. Disclosures lag the trade by up to ~45 days. A * marks names sold beyond what we observed bought — the true position size is understated (a position held before our data window).

Long-held positions a member never trades within our data window aren't captured.

Our Buy/Hold/Sell verdict and fair value are our own SEC-grounded ratings of each stock — not a view on the member's trade, and not investment advice.

Source: U.S. House Clerk + U.S. Senate eFD (public records).

Intraday
NVDA$211.80▲4.06%AAPL$314.86▼0.77%GOOGL$359.51▲1.99%GOOG$357.33▲1.90%MSFT$384.93▼1.55%AMZN$247.49▲0.07%TSM$420.39▼0.28%AVGO$389.11▲1.32%SPCX$136.08▼2.20%META$661.04▲0.66%TSLA$396.18▲0.36%MU$983.12▲4.92%BRK-B$491.09▼1.16%BRK-A$737,000.00▼1.05%LLY$1,152.54▼2.48%JPM$342.89▲2.50%AMD$548.13▲2.57%WMT$113.70▼0.94%ASML$1,775.64▲2.87%V$356.02▼0.48%JNJ$253.85▼1.52%XOM$145.09▲0.40%INTC$107.76▲4.50%MA$538.02▲0.06%AMAT$595.70▲3.53%CSCO$117.09▼1.81%ABBV$244.78▼1.30%LRCX$346.10▲4.90%CAT$933.34▲0.20%BAC$60.62▲1.88%
NVDA$211.80▲4.06%AAPL$314.86▼0.77%GOOGL$359.51▲1.99%GOOG$357.33▲1.90%MSFT$384.93▼1.55%AMZN$247.49▲0.07%TSM$420.39▼0.28%AVGO$389.11▲1.32%SPCX$136.08▼2.20%META$661.04▲0.66%TSLA$396.18▲0.36%MU$983.12▲4.92%BRK-B$491.09▼1.16%BRK-A$737,000.00▼1.05%LLY$1,152.54▼2.48%JPM$342.89▲2.50%AMD$548.13▲2.57%WMT$113.70▼0.94%ASML$1,775.64▲2.87%V$356.02▼0.48%JNJ$253.85▼1.52%XOM$145.09▲0.40%INTC$107.76▲4.50%MA$538.02▲0.06%AMAT$595.70▲3.53%CSCO$117.09▼1.81%ABBV$244.78▼1.30%LRCX$346.10▲4.90%CAT$933.34▲0.20%BAC$60.62▲1.88%
Intraday
NVDA$211.80▲4.06%AAPL$314.86▼0.77%GOOGL$359.51▲1.99%GOOG$357.33▲1.90%MSFT$384.93▼1.55%AMZN$247.49▲0.07%TSM$420.39▼0.28%AVGO$389.11▲1.32%SPCX$136.08▼2.20%META$661.04▲0.66%TSLA$396.18▲0.36%MU$983.12▲4.92%BRK-B$491.09▼1.16%BRK-A$737,000.00▼1.05%LLY$1,152.54▼2.48%JPM$342.89▲2.50%AMD$548.13▲2.57%WMT$113.70▼0.94%ASML$1,775.64▲2.87%V$356.02▼0.48%JNJ$253.85▼1.52%XOM$145.09▲0.40%INTC$107.76▲4.50%MA$538.02▲0.06%AMAT$595.70▲3.53%CSCO$117.09▼1.81%ABBV$244.78▼1.30%LRCX$346.10▲4.90%CAT$933.34▲0.20%BAC$60.62▲1.88%
NVDA$211.80▲4.06%AAPL$314.86▼0.77%GOOGL$359.51▲1.99%GOOG$357.33▲1.90%MSFT$384.93▼1.55%AMZN$247.49▲0.07%TSM$420.39▼0.28%AVGO$389.11▲1.32%SPCX$136.08▼2.20%META$661.04▲0.66%TSLA$396.18▲0.36%MU$983.12▲4.92%BRK-B$491.09▼1.16%BRK-A$737,000.00▼1.05%LLY$1,152.54▼2.48%JPM$342.89▲2.50%AMD$548.13▲2.57%WMT$113.70▼0.94%ASML$1,775.64▲2.87%V$356.02▼0.48%JNJ$253.85▼1.52%XOM$145.09▲0.40%INTC$107.76▲4.50%MA$538.02▲0.06%AMAT$595.70▲3.53%CSCO$117.09▼1.81%ABBV$244.78▼1.30%LRCX$346.10▲4.90%CAT$933.34▲0.20%BAC$60.62▲1.88%