WhatInvestorsBuy

Julia Letlow: Stock Portfolio, Performance and Latest Trades

Julia Letlow

U.S. Representative, LA-5

R Republican

Trades disclosed257
Bought / sold164 / 93
Est. volume$2.1M
Typical delay274 days

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Julia Letlow's estimated portfolio today

Annual disclosure as of Dec 31, 2025 plus later trades, valued at the latest close.

StockShare of portfolioAverage buy priceReturnCurrent priceFirst boughtTrades
POIXXFederated Hermes Institutional Prime Obligations Fund IS Class
5.25%$1.00−0.0%$1.00Held at end of 20250
AAPLApple Inc.
3.53%$270.76+24.3%$336.67Oct 23, 20241
AVEMAvantis Emerging Markets Equity ETF
3.50%$76.01+24.9%$94.95Held at end of 20250
AMDAdvanced Micro Devices, Inc.
3.16%$229.10+182%$645.86Jun 17, 20251
GSIMXGoldman Sachs GQG Partners International Opportunities Fund Institutional Shares
3.01%$22.47+7.3%$24.10Held at end of 20250
GOOGLAlphabet Inc.
2.56%$312.39+12.2%$350.50Jul 2, 20250
BGSIXBlackRock Science & Technology Opportunities Portf Insti Class
2.39%$71.50+42.1%$101.62Held at end of 20250
MUMicron Technology, Inc.
2.14%$285.25+281%$1,088.00Dec 18, 20240
IEMGiShares Core MSCI Emerging Markets ETF
2.07%$66.68+23.0%$82.04Held at end of 20250
IVWiShares S&P 500 Growth ETF
2.00%$122.93+18.7%$145.89Held at end of 20250
DYNFiShares U.S. Equity Factor Rotation Active ETF
1.96%$60.41+16.6%$70.42Held at end of 20250
THROiShares U.S. Thematic Rotation Active ETF
1.96%$38.45+16.4%$44.77Held at end of 20250
IVViShares Core S&P 500 ETF
1.93%$679.33+14.9%$780.58Held at end of 20250
QUALiShares MSCI USA Quality Factor ETF
1.93%$197.42+14.4%$225.90Held at end of 20250
OEFiShares S&P 100 ETF
1.92%$340.63+14.3%$389.44Held at end of 20250
JDESXJPMorgan U.S. Research Enhanced Equity Fund - I Class
1.89%$47.74+12.4%$53.65Held at end of 20250
EFViShares MSCI EAFE Value ETF
1.89%$69.56+12.2%$78.05Held at end of 20250
IVEiShares S&P 500 Value ETF
1.85%$209.63+10.1%$230.78Held at end of 20250
MSFTMicrosoft Corporation
1.81%$480.57+10.2%$529.76Oct 23, 20241
EFGiShares MSCI EAFE Growth ETF
1.78%$113.02+5.9%$119.69Held at end of 20250
INTCIntel Corporation
1.72%$36.90+207%$113.12Sep 22, 20250
CSCOCisco Systems, Inc.
1.70%$77.56+51.3%$117.39Jun 17, 20251
TSMTaiwan Semiconductor Manufacturing Company Ltd.
1.66%$319.03+48.0%$472.20Oct 23, 20241
IWDiShares Russell 1000 Value ETF
1.35%$208.12+20.5%$250.78Held at end of 20250
MADVXBlackRock Eq Dividend I
1.29%$19.37+14.6%$22.19Held at end of 20250
DCCIXMacquarie Small Cap Core Fund Institutional
1.26%$30.46+12.4%$34.23Held at end of 20240
VONGVanguard Russell 1000 Growth ETF
1.23%$121.31+9.3%$132.59Held at end of 20240
IDEViShares Core MSCI International Developed Markets ETF
1.23%$81.25+9.3%$88.79Held at end of 20250
MEIIXMFS Value Fund - Class I
1.20%$49.72+6.7%$53.07Held at end of 20250
CIVIXCauseway International Value Fund - Institutional Class
1.17%$23.50+3.9%$24.42Held at end of 20250
PGProcter & Gamble Company
1.14%$145.36+1.7%$147.82Oct 16, 20251
USHYiShares Broad USD High Yield Corporate Bond ETF
1.13%$35.51+0.4%$35.66Held at end of 20250
BNDXVanguard Total International Bond ETF
1.11%$47.31−1.0%$46.83Held at end of 20250
GOVTiShares U.S. Treasury Bond ETF
1.09%$22.40−2.6%$21.82Held at end of 20250
DBLTXDoubleLine Total Return Bond Fund Class I
1.09%$8.61−2.9%$8.36Held at end of 20250
VMBSVanguard Mortgage-Backed Securities ETF
1.09%$45.61−3.0%$44.22Held at end of 20250
VCITVanguard Intermediate-Term Corporate Bond ETF
1.09%$80.74−3.1%$78.27Held at end of 20250
PBDPXPIMCO Investment Grade Credit Bond Fund Class I-2
1.08%$8.87−3.5%$8.56Held at end of 20250
BABoeing Company
0.94%$224.79−16.2%$188.32Oct 23, 20241
NUENucor Corporation
0.85%$161.77+52.3%$246.44Oct 23, 20240
IBMInternational Business Machines Corporation
0.83%$299.10−26.3%$220.51Oct 22, 20251
CVXChevron Corporation
0.78%$148.27+38.4%$205.15Oct 23, 20240
STTState Street Corporation
0.78%$126.02+38.2%$174.19May 27, 20250
WSMWilliams-Sonoma, Inc.
0.76%$176.73+36.1%$240.46Oct 23, 20240
DVNDevon Energy Corporation
0.75%$35.95+33.2%$47.88Dec 8, 20250
GTESGates Industrial Corporation plc Ordinary Shares
0.72%$21.47+27.7%$27.41Sep 22, 20250
NVDANVIDIA Corporation
0.72%$186.07+27.6%$237.47Oct 23, 20240
KOCoca-Cola Company
0.70%$68.58+25.1%$85.82Nov 3, 20250
WELLWelltower Inc.
0.68%$183.63+20.4%$221.12Held at end of 20240
TRVThe Travelers Companies, Inc.
0.67%$301.53+19.6%$360.61Feb 20, 20261
PFEPfizer, Inc.
0.66%$23.68+18.3%$28.00Jun 17, 20250
WATWaters Corporation
0.64%$379.83+14.8%$435.99Oct 23, 20240
TMOThermo Fisher Scientific Inc
0.64%$577.85+14.6%$662.06Oct 23, 20240
AMZNAmazon.com, Inc.
0.63%$230.82+12.6%$259.92Oct 23, 20240
AIZAssurant, Inc.
0.63%$238.32+11.9%$266.73Aug 26, 20250
VRTXVertex Pharmaceuticals Incorporated
0.63%$453.36+11.5%$505.64Oct 23, 20240
MCKMcKesson Corporation
0.62%$817.83+11.3%$910.33Dec 18, 20240
METAMeta Platforms, Inc.
0.62%$648.14+11.3%$721.31Feb 12, 20261
PHParker-Hannifin Corporation
0.61%$873.59+9.1%$952.79Oct 23, 20240
USMViShares MSCI USA Min Vol Factor ETF
0.60%$93.18+6.8%$99.49Held at end of 20250
PNCPNC Financial Services Group, Inc.
0.60%$203.94+6.8%$217.72Oct 23, 20240
VVisa Inc.
0.60%$348.62+6.7%$372.10Oct 23, 20240
JPMJP Morgan Chase & Co.
0.58%$317.71+3.7%$329.58Oct 23, 20240
SAIASaia, Inc.
0.57%$326.52+2.5%$334.72Oct 23, 20240
DUKDuke Energy Corporation
0.57%$114.22+1.1%$115.50Oct 23, 20240
VSTVistra Corp.
0.54%$172.92−3.6%$166.72Feb 17, 20261
MANLXBlackRock National Muni I
0.54%$9.74−3.8%$9.37Held at end of 20250
DHRDanaher Corporation
0.54%$227.56−4.0%$218.49Apr 28, 20250
HIMUiShares High Yield Muni Active ETF
0.54%$46.84−4.0%$44.95Held at end of 20250
REGNRegeneron Pharmaceuticals, Inc.
0.53%$780.63−4.9%$742.12Feb 12, 20261
DLTRDollar Tree, Inc.
0.53%$123.01−5.5%$116.30Sep 17, 20250
EXRExtra Space Storage Inc
0.53%$139.51−5.6%$131.70Feb 12, 20261
DISWalt Disney Company
0.52%$112.91−7.2%$104.75Nov 3, 20250
SHLDGlobal X Defense Tech ETF
0.51%$64.58−9.0%$58.74Held at end of 20250
AIGAmerican International Group, Inc. New
0.51%$83.93−9.9%$75.66Feb 24, 20250
DRSLeonardo DRS, Inc.
0.50%$40.21−11.0%$35.78Feb 2, 20261
AZNAstraZeneca PLC - American Depositary Shares
0.49%$181.96−12.0%$160.12Dec 8, 20250
RELXRELX PLC PLC American Depositary Shares
0.49%$39.33−12.2%$34.52Oct 22, 20250
WFCWells Fargo & Company
0.49%$91.69−12.5%$80.26Oct 23, 20240
SYFSynchrony Financial
0.49%$82.40−12.7%$71.93Jul 2, 20250
CMICummins Inc.
0.48%$599.48−13.7%$517.32Feb 4, 20261
SFStifel Financial Corporation
0.47%$82.35−15.3%$69.71Nov 3, 20250
DYDycom Industries, Inc.
0.47%$337.90−16.4%$282.46Sep 22, 20250
AAAlcoa Corporation
0.45%$52.87−19.6%$42.48Oct 23, 20240
LOWLowe's Companies, Inc.
0.43%$237.47−23.6%$181.54Oct 23, 20240
PEPPepsico, Inc.
0.43%$162.58−23.9%$123.73Feb 5, 20261

Julia Letlow's buys and sells

Oct 23, 2024 to Feb 20, 2026, 211 disclosed after the 45-day deadline.

StockActionAmountTradedDisclosed
BXPBXP, Inc.
Sold$1K–$15KFeb 20, 2026Mar 12, 202620 days later
DINOHF Sinclair Corporation
Sold$1K–$15KFeb 20, 2026Mar 12, 202620 days later
TRVThe Travelers Companies, Inc.
Bought$1K–$15KFeb 20, 2026Mar 12, 202620 days later
EXEExpand Energy Corporation
Sold$1K–$15KFeb 17, 2026Mar 12, 202623 days later
PEGPublic Service Enterprise Group Incorporated
Sold$1K–$15KFeb 17, 2026Mar 12, 202623 days later
VSTVistra Corp.
Bought$1K–$15KFeb 17, 2026Mar 12, 202623 days later
TAT&T Inc.
Sold$1K–$15KFeb 12, 2026Mar 12, 202628 days later
AVGOBroadcom Inc.
Sold part$1K–$15KFeb 12, 2026Mar 12, 202628 days later
EXRExtra Space Storage Inc
Bought$1K–$15KFeb 12, 2026Mar 12, 202628 days later
ICLRICON plc
Sold$1K–$15KFeb 12, 2026Mar 12, 202628 days later
ICEIntercontinental Exchange Inc.
Sold$1K–$15KFeb 12, 2026Mar 12, 202628 days later
METAMeta Platforms, Inc.
Bought$1K–$15KFeb 12, 2026Mar 12, 202628 days later
REGNRegeneron Pharmaceuticals, Inc.
Bought$1K–$15KFeb 12, 2026Mar 12, 202628 days later
TTWOTake-Two Interactive Software, Inc.
Sold$1K–$15KFeb 12, 2026Mar 12, 202628 days later
HUMHumana Inc.
Sold$1K–$15KFeb 10, 2026Mar 12, 202630 days later
PEPPepsico, Inc.
Bought$1K–$15KFeb 5, 2026Mar 12, 202635 days later
PMPhilip Morris International Inc
Sold$1K–$15KFeb 5, 2026Mar 12, 202635 days later
MMM3M Company
Sold$1K–$15KFeb 4, 2026Mar 12, 202636 days later
CMICummins Inc.
Bought$1K–$15KFeb 4, 2026Mar 12, 202636 days later
MMM3M Company
Sold part$1K–$15KFeb 2, 2026Mar 12, 202638 days later
AMDAdvanced Micro Devices, Inc.
Bought$1K–$15KFeb 2, 2026Mar 12, 202638 days later
AAPLApple Inc.
Bought$1K–$15KFeb 2, 2026Mar 12, 202638 days later
BABoeing Company
Bought$1K–$15KFeb 2, 2026Mar 12, 202638 days later
CSCOCisco Systems, Inc.
Bought$1K–$15KFeb 2, 2026Mar 12, 202638 days later
IBMInternational Business Machines Corporation
Bought$1K–$15KFeb 2, 2026Mar 12, 202638 days later
INTUIntuit Inc.
Sold$1K–$15KFeb 2, 2026Mar 12, 202638 days later
DRSLeonardo DRS, Inc.
Bought$1K–$15KFeb 2, 2026Mar 12, 202638 days later
MKCMcCormick & Company, Incorporated
Sold$1K–$15KFeb 2, 2026Mar 12, 202638 days later
MSFTMicrosoft Corporation
Sold part$1K–$15KFeb 2, 2026Mar 12, 202638 days later
PGProcter & Gamble Company
Bought$1K–$15KFeb 2, 2026Mar 12, 202638 days later
CRMSalesforce, Inc.
Sold$1K–$15KFeb 2, 2026Mar 12, 202638 days later
TSMTaiwan Semiconductor Manufacturing Company Ltd.
Bought$1K–$15KFeb 2, 2026Mar 12, 202638 days later
URIUnited Rentals, Inc.
Sold$1K–$15KFeb 2, 2026Mar 12, 202638 days later
US Treasury Note 10/31/2026Bond
Sold$1K–$15KDec 17, 2025Jan 13, 202627 days later
US Treasury Note 8/15/2034Bond
Bought$1K–$15KDec 17, 2025Jan 13, 202627 days later
PINSPinterest, Inc. Class A
Sold$1K–$15KDec 16, 2025Jan 13, 202628 days later
CRMSalesforce, Inc.
Sold$1K–$15KDec 16, 2025Jan 13, 202628 days later
URIUnited Rentals, Inc.
Bought$1K–$15KDec 16, 2025Jan 13, 202628 days later
ABTAbbott Laboratories
Sold$1K–$15KDec 8, 2025Jan 13, 202636 days later
ABBVAbbVie Inc.
Sold$1K–$15KDec 8, 2025Jan 13, 202636 days later
AZNAstraZeneca PLC American Depositary Shares
Bought$1K–$15KDec 8, 2025Jan 13, 202636 days later
DVNDevon Energy Corporation
Bought$1K–$15KDec 8, 2025Jan 13, 202636 days later
ICONIcon Energy Corp.
Bought$1K–$15KDec 8, 2025Jan 13, 202636 days later
MTDMettler-Toledo International, Inc.
Sold$1K–$15KDec 8, 2025Jan 13, 202636 days later
WBDWarner Bros. Discovery, Inc. Series A
Sold$1K–$15KDec 8, 2025Jan 13, 202636 days later
WATWaters Corporation
Bought$1K–$15KDec 8, 2025Jan 13, 202636 days later
STTState Street Corporation
Sold part$1K–$15KNov 21, 2025Jan 13, 202653 days later · late
CMGChipotle Mexican Grill, Inc.
Sold$1K–$15KNov 3, 2025Jan 13, 202671 days later · late
KOCoca-Cola Company
Bought$1K–$15KNov 3, 2025Jan 13, 202671 days later · late
EXRExtra Space Storage Inc
Sold$1K–$15KNov 3, 2025Jan 13, 202671 days later · late
SFStifel Financial Corporation
Bought$1K–$15KNov 3, 2025Jan 13, 202671 days later · late
DISWalt Disney Company
Bought$1K–$15KNov 3, 2025Jan 13, 202671 days later · late
US Treasury Note 3/31/2025Bond
Bought$1K–$15KOct 25, 2025Jan 13, 202680 days later · late
UHSUniversal Health Services, Inc.
Bought$1K–$15KOct 23, 2025Jan 13, 202682 days later · late
AMZNAmazon.com, Inc.
Sold part$1K–$15KOct 22, 2025Jan 13, 202683 days later · late
IBMInternational Business Machines Corporation
Bought$1K–$15KOct 22, 2025Jan 13, 202683 days later · late
RELXRELX PLC PLC American Depositary Shares
Bought$1K–$15KOct 22, 2025Jan 13, 202683 days later · late
RBLXRoblox Corporation Class A
Sold$1K–$15KOct 22, 2025Jan 13, 202683 days later · late
ADBEAdobe Inc.
Sold$1K–$15KOct 16, 2025Jan 13, 202689 days later · late
AVGOBroadcom Inc.
Sold part$1K–$15KOct 16, 2025Jan 13, 202689 days later · late
PGProcter & Gamble Company
Bought$1K–$15KOct 16, 2025Jan 13, 202689 days later · late
RBLXRoblox Corporation Class A
Bought$1K–$15KOct 16, 2025Jan 13, 202689 days later · late
SYKStryker Corporation
Sold$1K–$15KOct 16, 2025Jan 13, 202689 days later · late
JCIJohnson Controls International plc Ordinary Share
Sold$1K–$15KOct 2, 2025Jan 13, 2026103 days later · late
AMZNAmazon.com, Inc.
Bought$1K–$15KOct 1, 2025Jan 13, 2026104 days later · late
INTUIntuit Inc.
Bought$1K–$15KOct 1, 2025Jan 13, 2026104 days later · late
KVUEKenvue Inc.
Sold$1K–$15KOct 1, 2025Jan 13, 2026104 days later · late
MUMicron Technology, Inc.
Sold part$1K–$15KOct 1, 2025Jan 13, 2026104 days later · late
TWTradeweb Markets Inc.
Sold$1K–$15KOct 1, 2025Jan 13, 2026104 days later · late
DEDeere & Company
Sold$1K–$15KSep 22, 2025Jan 13, 2026113 days later · late
DYDycom Industries, Inc.
Bought$1K–$15KSep 22, 2025Jan 13, 2026113 days later · late
GTESGates Industrial Corporation plc Ordinary Shares
Bought$1K–$15KSep 22, 2025Jan 13, 2026113 days later · late
INTCIntel Corporation
Bought$1K–$15KSep 22, 2025Jan 13, 2026113 days later · late
DLTRDollar Tree, Inc.
Bought$1K–$15KSep 17, 2025Jan 13, 2026118 days later · late
MUMicron Technology, Inc.
Sold part$1K–$15KSep 17, 2025Jan 13, 2026118 days later · late
ACIAlbertsons Companies, Inc. Class A
Sold$1K–$15KAug 26, 2025Jan 13, 2026140 days later · late
AIZAssurant, Inc.
Bought$1K–$15KAug 26, 2025Jan 13, 2026140 days later · late
CMGChipotle Mexican Grill, Inc.
Bought$1K–$15KAug 26, 2025Jan 13, 2026140 days later · late
CNCCentene Corporation
Sold$1K–$15KAug 8, 2025Jan 13, 2026158 days later · late
CFCF Industries Holdings, Inc.
Sold$1K–$15KAug 8, 2025Jan 13, 2026158 days later · late
GLOBGlobant S.A. Common Shares
Sold$1K–$15KAug 8, 2025Jan 13, 2026158 days later · late
DINOHF Sinclair Corporation
Sold part$1K–$15KAug 8, 2025Jan 13, 2026158 days later · late
HUMHumana Inc.
Bought$1K–$15KAug 8, 2025Jan 13, 2026158 days later · late
LOWLowe's Companies, Inc.
Bought$1K–$15KAug 8, 2025Jan 13, 2026158 days later · late
AJGArthur J. Gallagher & Co.
Sold$1K–$15KJul 29, 2025Jan 13, 2026168 days later · late
TTWOTake-Two Interactive Software, Inc.
Bought$1K–$15KJul 29, 2025Jan 13, 2026168 days later · late
TPRTapestry, Inc.
Sold$1K–$15KJul 29, 2025Jan 13, 2026168 days later · late
TWTradeweb Markets Inc.
Bought$1K–$15KJul 29, 2025Jan 13, 2026168 days later · late
AIGAmerican International Group, Inc. New
Sold part$1K–$15KJul 25, 2025Jan 13, 2026172 days later · late
BABoeing Company
Sold part$1K–$15KJul 25, 2025Jan 13, 2026172 days later · late
EXEExpand Energy Corporation
Sold part$1K–$15KJul 25, 2025Jan 13, 2026172 days later · late
GLOBGlobant S.A. Common Shares
Bought$1K–$15KJul 25, 2025Jan 13, 2026172 days later · late
JCIJohnson Controls International plc Ordinary Share
Sold part$1K–$15KJul 25, 2025Jan 13, 2026172 days later · late
MTDMettler-Toledo International, Inc.
Bought$1K–$15KJul 25, 2025Jan 13, 2026172 days later · late
CRMSalesforce, Inc.
Bought$1K–$15KJul 25, 2025Jan 13, 2026172 days later · late
TMOThermo Fisher Scientific Inc
Bought$1K–$15KJul 25, 2025Jan 13, 2026172 days later · late
WBDWarner Bros. Discovery, Inc. Series A
Sold part$1K–$15KJul 25, 2025Jan 13, 2026172 days later · late
WSMWilliams-Sonoma, Inc.
Bought$1K–$15KJul 25, 2025Jan 13, 2026172 days later · late
ACNAccenture plc Class A Ordinary Shares
Sold$1K–$15KJul 24, 2025Jan 13, 2026173 days later · late
GSGoldman Sachs Group, Inc.
Sold$1K–$15KJul 24, 2025Jan 13, 2026173 days later · late
DGXQuest Diagnostics Incorporated
Sold$1K–$15KJul 24, 2025Jan 13, 2026173 days later · late
TSMTaiwan Semiconductor Manufacturing Company Ltd.
Sold part$1K–$15KJul 24, 2025Jan 13, 2026173 days later · late
VVisa Inc.
Bought$1K–$15KJul 24, 2025Jan 13, 2026173 days later · late
WDAYWorkday, Inc.
Sold$1K–$15KJul 24, 2025Jan 13, 2026173 days later · late
GOOGLAlphabet Inc.
Bought$1K–$15KJul 2, 2025Jan 13, 2026195 days later · late
TAT&T Inc.
Sold part$1K–$15KJul 2, 2025Jan 13, 2026195 days later · late
METAMeta Platforms, Inc.
Sold$1K–$15KJul 2, 2025Jan 13, 2026195 days later · late
SYFSynchrony Financial
Bought$1K–$15KJul 2, 2025Jan 13, 2026195 days later · late
BKThe Bank of New York Mellon Corporation
Sold$1K–$15KJul 2, 2025Jan 13, 2026195 days later · late
US Treasury Note 5/31/2026Bond
Bought$15K–$50KJun 26, 2025Jan 13, 2026201 days later · late
AMDAdvanced Micro Devices, Inc.
Bought$1K–$15KJun 17, 2025Jan 13, 2026210 days later · late
CSCOCisco Systems, Inc.
Bought$1K–$15KJun 17, 2025Jan 13, 2026210 days later · late
PFEPfizer, Inc.
Bought$1K–$15KJun 17, 2025Jan 13, 2026210 days later · late
WDAYWorkday, Inc.
Sold part$1K–$15KJun 17, 2025Jan 13, 2026210 days later · late
STTState Street Corporation
Bought$1K–$15KMay 27, 2025Jan 13, 2026231 days later · late
UNHUnitedHealth Group Incorporated
Sold$1K–$15KMay 27, 2025Jan 13, 2026231 days later · late
LVSLas Vegas Sands Corp.
Sold$1K–$15KMay 8, 2025Jan 13, 2026250 days later · late
MSFTMicrosoft Corporation
Bought$1K–$15KMay 8, 2025Jan 13, 2026250 days later · late
AAPLApple Inc.
Sold part$1K–$15KMay 1, 2025Jan 13, 2026257 days later · late
ABBVAbbVie Inc.
Bought$1K–$15KApr 28, 2025Jan 13, 2026260 days later · late
BMYBristol-Myers Squibb Company
Sold$1K–$15KApr 28, 2025Jan 13, 2026260 days later · late
DHRDanaher Corporation
Bought$1K–$15KApr 28, 2025Jan 13, 2026260 days later · late
DGXQuest Diagnostics Incorporated
Bought$1K–$15KApr 28, 2025Jan 13, 2026260 days later · late
TMOThermo Fisher Scientific Inc
Sold$1K–$15KApr 28, 2025Jan 13, 2026260 days later · late
ACNAccenture plc Class A Ordinary Shares
Bought$1K–$15KApr 22, 2025Jan 13, 2026266 days later · late
DBXDropbox, Inc.
Sold$1K–$15KApr 22, 2025Jan 13, 2026266 days later · late
CIThe Cigna Group
Sold$1K–$15KApr 22, 2025Jan 13, 2026266 days later · late
UNHUnitedHealth Group Incorporated
Bought$1K–$15KApr 22, 2025Jan 13, 2026266 days later · late
CNCCentene Corporation
Bought$1K–$15KApr 14, 2025Jan 13, 2026274 days later · late
MUMicron Technology, Inc.
Bought$1K–$15KApr 14, 2025Jan 13, 2026274 days later · late
TTWOTake-Two Interactive Software, Inc.
Bought$1K–$15KApr 14, 2025Jan 13, 2026274 days later · late
CCitigroup, Inc.
Sold$1K–$15KApr 11, 2025Jan 13, 2026277 days later · late
DOVDover Corporation
Sold$1K–$15KApr 11, 2025Jan 13, 2026277 days later · late
JCIJohnson Controls International plc Ordinary Share
Bought$1K–$15KMar 19, 2025Jan 13, 2026300 days later · late
HPEHewlett Packard Enterprise Company
Sold$1K–$15KMar 13, 2025Jan 13, 2026306 days later · late
GLOBGlobant S.A. Common Shares
Bought$1K–$15KFeb 28, 2025Jan 13, 2026319 days later · late
AFGAmerican Financial Group, Inc.
Sold$1K–$15KFeb 24, 2025Jan 13, 2026323 days later · late
AIGAmerican International Group, Inc. New
Bought$1K–$15KFeb 24, 2025Jan 13, 2026323 days later · late
SLBSchlumberger N.V.
Sold$1K–$15KFeb 24, 2025Jan 13, 2026323 days later · late
EXRExtra Space Storage Inc
Bought$1K–$15KFeb 7, 2025Jan 13, 2026340 days later · late
METAMeta Platforms, Inc.
Sold part$1K–$15KFeb 7, 2025Jan 13, 2026340 days later · late
CRMSalesforce, Inc.
Sold$1K–$15KFeb 7, 2025Jan 13, 2026340 days later · late
AAPLApple Inc.
Bought$1K–$15KJan 31, 2025Jan 13, 2026347 days later · late
CCitigroup, Inc.
Bought$1K–$15KJan 31, 2025Jan 13, 2026347 days later · late
DEDeere & Company
Bought$1K–$15KJan 31, 2025Jan 13, 2026347 days later · late
IRIngersoll Rand Inc.
Sold$1K–$15KJan 31, 2025Jan 13, 2026347 days later · late
METAMeta Platforms, Inc.
Bought$1K–$15KJan 31, 2025Jan 13, 2026347 days later · late
MSFTMicrosoft Corporation
Sold part$1K–$15KJan 31, 2025Jan 13, 2026347 days later · late
NVDANVIDIA Corporation
Sold part$1K–$15KJan 31, 2025Jan 13, 2026347 days later · late
ABBVAbbVie Inc.
Sold$1K–$15KJan 24, 2025Jan 13, 2026354 days later · late
ADBEAdobe Inc.
Bought$1K–$15KJan 24, 2025Jan 13, 2026354 days later · late
ACIAlbertsons Companies, Inc. Class A
Bought$1K–$15KJan 24, 2025Jan 13, 2026354 days later · late
HPEHewlett Packard Enterprise Company
Bought$1K–$15KJan 24, 2025Jan 13, 2026354 days later · late
PVHPVH Corp.
Sold$1K–$15KJan 24, 2025Jan 13, 2026354 days later · late
TSMTaiwan Semiconductor Manufacturing Company Ltd.
Sold part$1K–$15KJan 24, 2025Jan 13, 2026354 days later · late
UHIDUniversal Health Services, Inc.
Sold$1K–$15KJan 24, 2025Jan 13, 2026354 days later · late
MMM3M Company
Bought$1K–$15KJan 17, 2025Jan 13, 2026361 days later · late
ACNAccenture plc Class A Ordinary Shares
Sold$1K–$15KJan 15, 2025Jan 13, 2026363 days later · late
NEENextEra Energy, Inc.
Sold$1K–$15KJan 15, 2025Jan 13, 2026363 days later · late
AAPLApple Inc.
Sold part$1K–$15KDec 18, 2024Jan 13, 2026391 days later · late
AVGOBroadcom Inc.
Sold part$1K–$15KDec 18, 2024Jan 13, 2026391 days later · late
MCKMcKesson Corporation
Bought$1K–$15KDec 18, 2024Jan 13, 2026391 days later · late
MTDMettler-Toledo International, Inc.
Bought$1K–$15KDec 18, 2024Jan 13, 2026391 days later · late
MUMicron Technology, Inc.
Bought$1K–$15KDec 18, 2024Jan 13, 2026391 days later · late
CVS Health CorpBond
Sold$1K–$15KDec 11, 2024Jan 13, 2026398 days later · late
AZPNAspen Technology, Inc.
Sold$1K–$15KDec 6, 2024Jan 13, 2026403 days later · late
MSFTMicrosoft Corporation
Bought$1K–$15KDec 6, 2024Jan 13, 2026403 days later · late
CRMSalesforce, Inc.
Sold part$1K–$15KDec 6, 2024Jan 13, 2026403 days later · late
TPRTapestry, Inc.
Sold part$1K–$15KNov 26, 2024Jan 13, 2026413 days later · late
AFGAmerican Financial Group, Inc.
Bought$1K–$15KNov 19, 2024Jan 13, 2026420 days later · late
AMGNAmgen Inc.
Sold$1K–$15KNov 19, 2024Jan 13, 2026420 days later · late
KHCThe Kraft Heinz Company
Sold$1K–$15KNov 19, 2024Jan 13, 2026420 days later · late
WATWaters Corporation
Sold$1K–$15KNov 19, 2024Jan 13, 2026420 days later · late
WDAYWorkday, Inc.
Bought$1K–$15KNov 19, 2024Jan 13, 2026420 days later · late
US Treasury Note 10/31/2029Bond
Bought$1K–$15KNov 5, 2024Jan 13, 2026434 days later · late
US Treasury Note 4/30/2025Bond
Sold part$1K–$15KNov 5, 2024Jan 13, 2026434 days later · late
NEENextEra Energy, Inc.
Bought$1K–$15KNov 1, 2024Jan 13, 2026438 days later · late
WBDWarner Bros. Discovery, Inc. Series A
Bought$1K–$15KNov 1, 2024Jan 13, 2026438 days later · late
Anheuser Busch InBev FinBond
Bought$1K–$15KOct 25, 2024Jan 13, 2026445 days later · late
AT&T Inc.Bond
Bought$1K–$15KOct 25, 2024Jan 13, 2026445 days later · late
CVS Health CorpBond
Bought$1K–$15KOct 25, 2024Jan 13, 2026445 days later · late
JPMorgan Chase & CoBond
Bought$1K–$15KOct 25, 2024Jan 13, 2026445 days later · late
Microsoft CorpBond
Bought$1K–$15KOct 25, 2024Jan 13, 2026445 days later · late
Pepsico Inc.Bond
Bought$1K–$15KOct 25, 2024Jan 13, 2026445 days later · late
The Walt Disney CompanyBond
Bought$1K–$15KOct 25, 2024Jan 13, 2026445 days later · late
US Treasury Bond 8/15/2041Bond
Bought$1K–$15KOct 25, 2024Jan 13, 2026445 days later · late
US Treasury Bond 8/15/2048Bond
Bought$1K–$15KOct 25, 2024Jan 13, 2026445 days later · late
US Treasury Note 1/31/2029Bond
Bought$1K–$15KOct 25, 2024Jan 13, 2026445 days later · late
US Treasury Note 10/31/2026Bond
Bought$1K–$15KOct 25, 2024Jan 13, 2026445 days later · late
US Treasury Note 11/15/2032Bond
Bought$1K–$15KOct 25, 2024Jan 13, 2026445 days later · late
US Treasury Note 4/30/2025Bond
Bought$1K–$15KOct 25, 2024Jan 13, 2026445 days later · late
US Treasury Note 4/30/2025Bond
Bought$1K–$15KOct 25, 2024Jan 13, 2026445 days later · late
US Treasury Note 5/15/2050Bond
Bought$1K–$15KOct 25, 2024Jan 13, 2026445 days later · late
US Treasury Note 8/15/2028Bond
Bought$1K–$15KOct 25, 2024Jan 13, 2026445 days later · late
US Treasury Note 8/15/2031Bond
Bought$1K–$15KOct 25, 2024Jan 13, 2026445 days later · late
US Treasury Note 8/15/2034Bond
Bought$1K–$15KOct 25, 2024Jan 13, 2026445 days later · late
Visa Inc.Bond
Bought$1K–$15KOct 25, 2024Jan 13, 2026445 days later · late
Walmart Inc.Bond
Bought$1K–$15KOct 25, 2024Jan 13, 2026445 days later · late
ABTAbbott Laboratories
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
ABBVAbbVie Inc.
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
ACNAccenture plc Class A Ordinary Shares
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
AAAlcoa Corporation
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
AMZNAmazon.com, Inc.
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
AMGNAmgen Inc.
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
AAPLApple Inc.
Bought$15K–$50KOct 23, 2024Jan 13, 2026447 days later · late
AJGArthur J. Gallagher & Co.
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
AZPNAspen Technology, Inc.
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
TAT&T Inc.
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
BABoeing Company
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
BAHBooz Allen Hamilton Holding Corporation
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
BMYBristol-Myers Squibb Company
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
AVGOBroadcom Inc.
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
BXPBXP, Inc.
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
CFCF Industries Holdings, Inc.
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
CVXChevron Corporation
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
DOVDover Corporation
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
DBXDropbox, Inc.
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
DUKDuke Energy Corporation
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
EXEExpand Energy Corporation
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
GSGoldman Sachs Group, Inc.
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
DINOHF Sinclair Corporation
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
IRIngersoll Rand Inc.
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
ICEIntercontinental Exchange Inc.
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
JPMJP Morgan Chase & Co.
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
KVUEKenvue Inc.
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
LVSLas Vegas Sands Corp.
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
LOWLowe's Companies, Inc.
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
MKCMcCormick & Company, Incorporated
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
METAMeta Platforms, Inc.
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
MSFTMicrosoft Corporation
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
NEENextEra Energy, Inc.
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
NUENucor Corporation
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
NVDANVIDIA Corporation
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
PHParker-Hannifin Corporation
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
PMPhilip Morris International Inc
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
PINSPinterest, Inc. Class A
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
PNCPNC Financial Services Group, Inc.
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
PEGPublic Service Enterprise Group Incorporated
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
PVHPVH Corp.
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
SAIASaia, Inc.
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
CRMSalesforce, Inc.
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
SLBSchlumberger N.V.
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
SYKStryker Corporation
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
TSMTaiwan Semiconductor Manufacturing Company Ltd.
Bought$15K–$50KOct 23, 2024Jan 13, 2026447 days later · late
TPRTapestry, Inc.
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
BKThe Bank of New York Mellon Corporation
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
CIThe Cigna Group
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
KHCThe Kraft Heinz Company
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
TMOThermo Fisher Scientific Inc
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
UNHUnitedHealth Group Incorporated
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
VRTXVertex Pharmaceuticals Incorporated
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
VVisa Inc.
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
WATWaters Corporation
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
WFCWells Fargo & Company
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
HCNWelltower Inc.
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
WSMWilliams-Sonoma, Inc.
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late
WDAYWorkday, Inc.
Bought$1K–$15KOct 23, 2024Jan 13, 2026447 days later · late

Julia Letlow's portfolio by sector

Share of the estimated stock portfolio.

19%Technology
SectorShareValueHoldings
Other55%~$779.3K34
Technology19%~$272.2K12
Financials5.8%~$82.9K10
Industrials4.1%~$58.1K7
Communication Services3.7%~$52.8K3
Health Care2.9%~$41.9K5
Consumer Staples2.8%~$39.9K4
Consumer Discretionary1.8%~$26K3
Energy1.5%~$21.7K2
Materials1.3%~$18.6K2
Real Estate1.2%~$17.2K2
Utilities1.1%~$15.8K2

Portfolio performance: Julia Letlow vs. benchmarks

Copying everything that was public: the holdings in each annual financial disclosure, bought on the day it was published, and every trade on the day it was disclosed. Since Jul 29, 2022.

  • You, copying after each disclosure – estimated value
  • S&P 500
  • Nasdaq-100
−20%0%+20%+40%+60%+80%+100%+120%+140%+160%JulApr2024OctJulApr+146%Nasdaq-100+100%S&P 500+82%You, copying
Jul 29, 2022 to Oct 7, 2026, buying on disclosure dates; call options valued with their leverage (strike and expiry from the disclosure); prices adjusted for dividends and splits.
Total returnPer year
You, copying after each disclosure – estimated value+82.3%+15.4%
S&P 500+99.5%+17.9%
Nasdaq-100+146.4%+24.0%

Julia Letlow's most traded stocks

Number of disclosed buys and sells per stock.

StockBuysSells
CRMSalesforce, Inc.
24
MSFTMicrosoft Corporation
32
AAPLApple Inc.
32
METAMeta Platforms, Inc.
32
MUMicron Technology, Inc.
22
ACNAccenture plc Class A Ordinary Shares
22
ABBVAbbVie Inc.
22
TSMTaiwan Semiconductor Manufacturing Company Ltd.
22
AVGOBroadcom Inc.
13
WDAYWorkday, Inc.
22
TAT&T Inc.
12
BABoeing Company
21

Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.