Lou Barletta

PA11Member11 filings133 transactions

Total Purchases (max)

$1.0M

Total Sales (max)

$90K

Net Portfolio Value

$945K

12 active positions of 49 total · Using max values from amount ranges

#TickerAssetPurchasesSalesNet ValueTxns% of Portfolio
1Intermediate government Bond Portfolio$215K$215K422.8%
2VCSHVanguard Short-Term Corporate Bond ETF$130K$130K413.8%
3VCITVanguard Intermediate-Term Corporate Bond ETF$130K$15K$115K512.2%
4MGK3851 Vanguard Mega Cap growth ETF$145K$30K$115K712.2%
5VYMVanguard High dividend Yield ETF - DNQ$95K$15K$80K58.5%
6QQQPowerShares QQQ Trust, Series 1$80K$15K$65K46.9%
7AMZNAmazon.com, Inc.$50K$50K15.3%
8SPDR dow Jones Industrial average ETF (dIa)$50K$50K15.3%
9SPYSPDR S&P 500$50K$50K15.3%
10VBVanguard Small-Cap ETF - DNQ$45K$15K$30K43.2%
11VOVanguard Mid-Cap ETF - DNQ$30K$30K23.2%
12VXUSVanguard Total International Stock ETF$15K$15K11.6%
13BRK.B2259-5364 Berkshire Hathaway Inc. New$15K$15K$02
14AllianceBernstein Short Duration government Bond$03
15AXA 2000 Managed Volatility$03
16AXA 400 Managed Volatility$03
17AXA 500 Managed Volatility$03
18Core Bond Index$03
19Intermediate government Bond$03
20IYLDiShares Morningstar Multi-Asset Income ETF$50K$50K$02
21PKWPowerShares Buyback Achievers$65K$65K$04
22XLVSPDR Select Sector Fund - Health Care$15K$15K$02
23Vanguard Mid-Cap ETF - DNQ (Vo)$15K$15K$02
24LB, LLC- Edgewood in the Pines golf Course$15K-$15K1
25AXA International Managed Volatility$15K-$15K4
26AMLPAlerian MLP ETF$15K-$15K1
27IXPAmeriprise Financial 9039 iShares global Telecom ETF$15K-$15K1
28RDIVOppenheimer Ultra dividend Revenue ETF$15K$30K-$15K3
29CWGLCrimson Wine group Ltd.$15K-$15K1
30LUKLeucadia National Corporation$15K-$15K1
31CLColgate-Palmolive Company$15K-$15K1
32VXFVanguard Extended Market ETF - DNQ$15K-$15K1
33HYIWestern Asset High Yield defined Opportunity Fund Inc.$15K-$15K1
34BCEBCE, Inc.$15K-$15K1
35COPConocoPhillips$15K-$15K1
36KMIKinder Morgan, Inc.$30K-$30K2
37TDIVFirst Trust NASDAQ Technology dividend Index Fund$45K$80K-$35K6
38VFHVanguard Financials ETF - DNQ$15K$60K-$45K5
39AXA International Managed Volatility Portfolio$45K-$45K3
40DIASPDR Dow Jones Industrial Average ETF$65K$115K-$50K5
41SDYSPDR S&P dividend ETF$15K$65K-$50K3
42Home depot, Inc. (Hd)$50K-$50K1
43AXA 400 Managed Volatility Portfolio$60K-$60K4
44SCDAmeriprise Financial 7802 LMP Capital and Income Fund Inc.$65K-$65K2
45RWLOppenheimer Large Cap Revenue ETF$15K$80K-$65K4
46AAPLApple Inc.$65K-$65K2
47DTN5494 WisdomTree dividend Ex-Financials Fund$65K-$65K2
48AXA 2000 Managed Volatility Portfolio$95K-$95K4
49AXA 500 Managed Volatility Portfolio$130K-$130K4