Congress Watch

Lou Barletta stock trades

Lou Barletta is a member of the U.S. House (Republican, PA). Filings in this dataset run from 2014-05-22 to 2017-03-01 and list 116 stock transactions: 48 purchases and 68 sales. The median filing came 17 days after the trade; 51 of 137 were filed after the 45-day deadline.

Backtest copying Lou Barletta this year

116transactions
48purchases
68sales
17 dmedian delay to file

What copying Lou Barletta would have returned

$10,000 invested on 2015-12-28, buying and selling the same stocks 3 days after each filing became public, ended at $26,141 on 2026-11-09. The same money in the S&P 500 (SPY) ended at $39,014.

That headline is diluted by cash: on average only 78% of the money was invested, because the portfolio holds a few small positions. On the 2,730 days it did hold stocks, the copied holdings returned +9.4% a year against +13.3% for the S&P 500 over the same days: 4.0 percentage points behind the index.

+9.4%copied holdings, per year
+13.3%S&P 500, same days
78%avg share invested
38trades executed
Value of $10,000 copying Lou Barletta versus the S&P 5007,87116,56325,25633,94842,6402015-122021-062026-11Copy portfolioS&P 500 (SPY)Buy DIA, 2015-12-31Buy QQQ, 2015-12-31Buy SPY, 2015-12-31Sell DIA, 2016-02-04Buy MGK, 2016-02-04Buy QQQ, 2016-02-04Buy SDY, 2016-02-04Buy VB, 2016-02-04Buy VCIT, 2016-02-04Buy VCSH, 2016-02-04Buy VO, 2016-02-04Buy VYM, 2016-02-04Sell QQQ, 2016-02-25Sell SDY, 2016-02-25Sell VB, 2016-02-25Sell VO, 2016-02-25Sell VYM, 2016-02-25Buy MGK, 2016-02-25Buy VB, 2016-02-25Buy VCIT, 2016-02-25Buy VCSH, 2016-02-25Buy VO, 2016-02-25Buy VXUS, 2016-02-25Sell MGK, 2016-04-18Buy BRK.B, 2016-04-18Buy DIA, 2016-04-18Buy IYLD, 2016-04-18Buy PKW, 2016-04-18Buy RDIV, 2016-04-18Buy RWL, 2016-04-18Buy TDIV, 2016-04-18Buy VFH, 2016-04-18Buy VYM, 2016-04-18Buy XLV, 2016-04-18Sell DIA, 2016-09-19Sell BRK.B, 2016-10-31Buy AMZN, 2016-10-31Sell VCIT, 2017-03-06

Value of the whole copy portfolio including cash (teal) and of the same money in SPY (red), sampled across the period. Green dots are copied purchases and red dots copied sales (at most 300 are drawn).

Gain or loss by month

Monthly return copying Lou BarlettaJanFebMarAprMayJunJulAugSepOctNovDec2026Jan 2026: +1.9%Feb 2026: -0.6%Mar 2026: -3.2%Apr 2026: +8.0%May 2026: +2.6%Jun 2026: -1.3%Jul 2026: +2.6%Aug 2026: +0.9%Sep 2026: -3.0%Oct 2026: +1.7%Nov 2026: -0.2%Dec 2026: no activity2025Jan 2025: +3.7%Feb 2025: -1.9%Mar 2025: -3.8%Apr 2025: -1.5%May 2025: +4.2%Jun 2025: +3.9%Jul 2025: +1.2%Aug 2025: +1.9%Sep 2025: +1.0%Oct 2025: +1.7%Nov 2025: +0.4%Dec 2025: +0.1%2024Jan 2024: +0.5%Feb 2024: +3.8%Mar 2024: +2.8%Apr 2024: -3.1%May 2024: +2.5%Jun 2024: +1.6%Jul 2024: +2.1%Aug 2024: +1.0%Sep 2024: +1.5%Oct 2024: -0.7%Nov 2024: +5.2%Dec 2024: -2.5%2023Jan 2023: +5.6%Feb 2023: -2.8%Mar 2023: +0.4%Apr 2023: +0.6%May 2023: -0.5%Jun 2023: +4.8%Jul 2023: +2.6%Aug 2023: -1.2%Sep 2023: -3.3%Oct 2023: -1.6%Nov 2023: +6.3%Dec 2023: +4.4%2022Jan 2022: -3.9%Feb 2022: -0.7%Mar 2022: +2.0%Apr 2022: -7.2%May 2022: +0.9%Jun 2022: -6.3%Jul 2022: +6.6%Aug 2022: -2.8%Sep 2022: -6.4%Oct 2022: +4.8%Nov 2022: +3.7%Dec 2022: -4.0%2021Jan 2021: -0.2%Feb 2021: +2.2%Mar 2021: +2.7%Apr 2021: +3.9%May 2021: +0.2%Jun 2021: +1.2%Jul 2021: -0.0%Aug 2021: +2.2%Sep 2021: -3.1%Oct 2021: +3.2%Nov 2021: -0.8%Dec 2021: +2.5%2020Jan 2020: -0.4%Feb 2020: -5.8%Mar 2020: -9.6%Apr 2020: +9.3%May 2020: +2.3%Jun 2020: +2.5%Jul 2020: +4.4%Aug 2020: +3.6%Sep 2020: -3.0%Oct 2020: -1.3%Nov 2020: +8.0%Dec 2020: +3.3%2019Jan 2019: +6.2%Feb 2019: +1.4%Mar 2019: +1.1%Apr 2019: +2.9%May 2019: -4.8%Jun 2019: +4.9%Jul 2019: +0.4%Aug 2019: -2.2%Sep 2019: +1.6%Oct 2019: +1.5%Nov 2019: +2.2%Dec 2019: +2.0%2018Jan 2018: +4.3%Feb 2018: -2.2%Mar 2018: -1.3%Apr 2018: +0.9%May 2018: +1.2%Jun 2018: +0.4%Jul 2018: +2.4%Aug 2018: +2.6%Sep 2018: -0.0%Oct 2018: -5.9%Nov 2018: +2.0%Dec 2018: -6.3%2017Jan 2017: +1.6%Feb 2017: +2.3%Mar 2017: +0.1%Apr 2017: +0.7%May 2017: +0.7%Jun 2017: +0.8%Jul 2017: +1.2%Aug 2017: -0.3%Sep 2017: +1.6%Oct 2017: +1.7%Nov 2017: +2.3%Dec 2017: +0.8%2016Jan 2016: -0.9%Feb 2016: +0.5%Mar 2016: +2.6%Apr 2016: +0.6%May 2016: +0.7%Jun 2016: +0.9%Jul 2016: +2.9%Aug 2016: +0.3%Sep 2016: -0.2%Oct 2016: -1.4%Nov 2016: +2.2%Dec 2016: +1.2%2015Jan 2015: no activityFeb 2015: no activityMar 2015: no activityApr 2015: no activityMay 2015: no activityJun 2015: no activityJul 2015: no activityAug 2015: no activitySep 2015: no activityOct 2015: no activityNov 2015: no activityDec 2015: -0.1%

Monthly return of the whole copy portfolio, cash included. Green months gained, red months lost; darker means a bigger move. Grey months had no change.

26 copy orders were not placed (no price history, no cash left or the position limit was reached) and 49 disclosed lines could not be copied at all (no ticker, options, bonds). Hypothetical result computed 2026-11-09 with data through 2026-11-09; see the methodology. Not investment advice.

Try your own settings for Lou Barletta

Activity by year

Disclosed stock transactions per year, Lou Barletta0501002014: 420142015: 1520152016: 9620162017: 12017

Transactions by the year the report was filed.

Trades by month

Disclosed stock transactions per month, Lou BarlettaJanFebMarAprMayJunJulAugSepOctNovDec2017Jan 2017: no activityFeb 2017: no activityMar 2017: 1 tradeApr 2017: no activityMay 2017: no activityJun 2017: no activityJul 2017: no activityAug 2017: no activitySep 2017: no activityOct 2017: no activityNov 2017: no activityDec 2017: no activity2016Jan 2016: no activityFeb 2016: 48 tradesMar 2016: 20 tradesApr 2016: 24 tradesMay 2016: no activityJun 2016: no activityJul 2016: no activityAug 2016: no activitySep 2016: 2 tradesOct 2016: 2 tradesNov 2016: no activityDec 2016: no activity2015Jan 2015: no activityFeb 2015: 1 tradeMar 2015: no activityApr 2015: no activityMay 2015: no activityJun 2015: no activityJul 2015: no activityAug 2015: no activitySep 2015: no activityOct 2015: no activityNov 2015: 2 tradesDec 2015: 12 trades2014Jan 2014: no activityFeb 2014: no activityMar 2014: no activityApr 2014: no activityMay 2014: 2 tradesJun 2014: no activityJul 2014: no activityAug 2014: no activitySep 2014: no activityOct 2014: 2 tradesNov 2014: no activityDec 2014: no activity

Disclosed stock and fund transactions by the month the report was filed; darker means more.

By year: 2016 · 2015 ·

Most traded stocks

StockTradesBuysSales
MGK L: US Vanguard Mega Cap Growth ETF 752
TDIV First Trust NASdAQ Technology... 633
DIA sPDR Dow Jones Industrial average ETF 633
VYM Vanguard High dividend Yield ETF - dNQ 541
VFH Vanguard Financials ETF - dNQ 514
VCIT Vanguard Intermediate-Term Corporate Bond ETF 541
VO Vanguard Mid-Cap ETF - dNQ 431
VCSH Vanguard Short-Term Corporate Bond ETF 440
VB Vanguard Small-Cap ETF - DNQ 431
RWL RevenueShares Large Cap 413
QQQ PowerShares QQQ Trust, Series 1 (NASDAQ) 431
PKW PowerShares Buyback Achievers 422
SDY SPdR S&P dividend ETF 312
RDIV RevenueShares Ultra dividend Fund 312
AAPL Apple Inc. - Common Stock 303

Disclosed transactions

Download stock and fund transactions as CSV · Compare Lou Barletta with another member

FiledTradedTypeAssetAmountFiling
2015-12-282015-12-28Buy DIA sPDR Dow Jones Industrial average ETF $15,001 - $50,000 Source
2015-12-282015-12-28Sale VFH Vanguard Financials ETF - dNQ $1,001 - $15,000 Source
2015-12-282015-12-28Sale VFH Vanguard Financials ETF - dNQ $1,001 - $15,000 Source
2015-12-282015-12-28Sale TDIV First Trust NASdAQ Technology dividend Index Fund $1,001 - $15,000 Source
2015-12-282015-12-28Sale RWL RevenueShares Large Cap $1,001 - $15,000 Source
2015-12-282015-12-28Sale RDIV RevenueShares Ultra dividend Fund $1,001 - $15,000 Source
2015-12-282015-12-28Buy QQQ PowerShares QQQ Trust, Series 1 (NASDAQ) $1,001 - $15,000 Source
2015-12-282015-12-28Sale COP ConocoPhillips Common Stock $1,001 - $15,000 Source
2015-12-282015-12-28Sale BCE BCE, Inc. $1,001 - $15,000 Source
2015-11-062015-10-29Sale KMI Kinder Morgan, Inc. Common Stock $1,001 - $15,000 Source
2015-11-062015-10-29Sale KMI Kinder Morgan, Inc. Common Stock $1,001 - $15,000 Source
2015-02-192015-02-12Sale AAPL Apple Inc. - Common Stock $15,001 - $50,000 Source
2014-10-222014-10-22Sale DDD 3D Systems Corporation $1,001 - $15,000 Source
2014-10-032014-10-01Sale AAPL Apple Inc. - Common Stock $15,001 - $50,000 Source
2014-05-222014-05-22Sale GIMO gigamon Inc. $1,001 - $15,000 Source
2014-05-222014-05-22Sale DNKN Dunkin' Brands Group, Inc. $1,001 - $15,000 Source

Other members from PA

Members who trade the same stocks

Common questions

Did Lou Barletta beat the market?
Copying Lou Barletta's disclosed stock trades 3 days after each filing returned +9.4% a year on the days the money was invested, against +13.3% for the S&P 500 over the same days: 4.0 percentage points behind the index. This is a hypothetical backtest from 2015-12-28 to 2026-11-09, not investment advice.
How many stock trades has Lou Barletta disclosed?
Lou Barletta disclosed 116 stock transactions between 2014-05-22 and 2017-03-01: 48 purchases and 68 sales.
Which stocks does Lou Barletta trade most?
The most traded stocks in Lou Barletta's filings are MGK (7), TDIV (6) and DIA (6), by number of transactions.
How quickly does Lou Barletta report trades?
The median filing came 17 days after the trade. 51 of 137 filings arrived after the 45-day deadline.

Atom feed of Lou Barletta's new filings