Lou Barletta

Following their disclosures vs. same money in SPY: -106.8 pts

Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.

Trades

	Ticker	Amount	Traded	Disclosed
SELL	VC VCIT (JT)	$1K–$15K	2017-03-01	2017-03-01	PDF →
SELL	BR BRK.B	$1K–$15K	2016-10-28	2016-10-28	PDF →
BUY	AM AMZN	$15K–$50K	2016-10-28	2016-10-28	PDF →
SELL	DI DIA	$15K–$50K	2016-08-30	2016-09-16	PDF →
BUY	VY VYM	$15K–$50K	2015-12-28	2016-04-15 LATE	PDF →
BUY	VY VYM	$1K–$15K	2015-12-18	2016-04-15 LATE	PDF →
SELL	AM AMLP (SP)	$1K–$15K	2015-12-09	2016-04-15 LATE	PDF →
BUY	VF VFH	$1K–$15K	2015-12-04	2016-04-15 LATE	PDF →
SELL	IY IYLD	$15K–$50K	2015-10-29	2016-04-15 LATE	PDF →
BUY	BR BRK.B	$1K–$15K	2015-09-22	2016-04-15 LATE	PDF →
SELL	MG MGK	$1K–$15K	2015-09-11	2016-04-15 LATE	PDF →
BUY	DI DIA	$1K–$15K	2015-09-01	2016-04-15 LATE	PDF →
BUY	DI DIA	$15K–$50K	2015-09-01	2016-04-15 LATE	PDF →
SELL	MG MGK	$1K–$15K	2015-08-26	2016-04-15 LATE	PDF →
SELL	SC SCD	$15K–$50K	2015-08-05	2016-04-15 LATE	PDF →
SELL	SC SCD	$1K–$15K	2015-08-05	2016-04-15 LATE	PDF →
SELL	IX IXP	$1K–$15K	2015-06-30	2016-04-15 LATE	PDF →
BUY	RW RWL	$1K–$15K	2015-06-03	2016-04-15 LATE	PDF →
SELL	SD SDY (JT)	$15K–$50K	2015-04-23	2016-04-15 LATE	PDF →
BUY	IY IYLD	$15K–$50K	2015-03-30	2016-04-15 LATE	PDF →
BUY	RD RDIV	$1K–$15K	2015-03-30	2016-04-15 LATE	PDF →
BUY	XL XLV	$1K–$15K	2015-01-27	2016-04-15 LATE	PDF →
BUY	TD TDIV	$1K–$15K	2015-01-27	2016-04-15 LATE	PDF →
BUY	PK PKW	$1K–$15K	2015-01-08	2016-04-15 LATE	PDF →
BUY	PK PKW	$15K–$50K	2015-01-08	2016-04-15 LATE	PDF →
SELL	CW CWGL (JT)	$1K–$15K	2016-02-18	2016-02-22	PDF →
SELL	LU LUK	$1K–$15K	2016-02-18	2016-02-22	PDF →
SELL	QQ QQQ	$1K–$15K	2016-02-18	2016-02-22	PDF →
SELL	SD SDY	$1K–$15K	2016-02-18	2016-02-22	PDF →
BUY	MG MGK	$1K–$15K	2016-02-18	2016-02-22	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Barletta still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.

Ticker		Est. value	Weight	Return on lots held	1st buy	Last trade
QQ QQQ		$214K	19.1%	+594.4%	Dec 2015	Feb 2016
MG MGK		$179K	16.0%	+538.7%	Feb 2016	Feb 2016
AM AMZN		$177K	15.7%	+544.7%	Oct 2016	Oct 2016
SP SPY		$121K	10.8%	+341.7%	Dec 2015	Dec 2015
PK PKW		$115K	10.3%	+268.5%	Apr 2016	Jan 2016
VY VYM		$100K	8.9%	+218.8%	Feb 2016	Feb 2016
VC VCSH		$47K	4.1%	+32.5%	Feb 2016	Feb 2016
VC VCIT		$43K	3.8%	+36.9%	Feb 2016	Mar 2017
TD TDIV		$21K	1.9%	+447.6%	Apr 2016	Jan 2016
DI DIA		$16K	1.4%	+257.1%	Dec 2015	Aug 2016
RW RWL		$15K	1.3%	+290.6%	Apr 2016	Jan 2016
VF VFH		$14K	1.2%	+256.3%	Apr 2016	Jan 2016
VO VO		$14K	1.2%	+245.9%	Feb 2016	Feb 2016
VB VB		$13K	1.2%	+236.2%	Feb 2016	Feb 2016
XL XLV		$12K	1.0%	+201.9%	Apr 2016	Jan 2016
RD RDIV		$11K	1.0%	+194.3%	Apr 2016	Jan 2016
VX VXUS		$11K	1.0%	+175.0%	Feb 2016	Feb 2016

Filings 19 on file · every disclosure Barletta has made