1 year
17.36%
Cumulative estimated return
SPY: 14.60%
Outperformance: 2.76 percentage points
2025-09-15 – 2026-09-15
Missing information
- 15 rows without a saved price.
- 49 sales exceeding observed holdings (unmatched amount omitted).
Julia Letlow
Updated Sep 14, 2026Republican · House LA05
Wikipedia biography ↗Years Elected: About 5.4Rank: #9
Service dates
Federal elected service; earlier service not yet verified.
- Apr 14, 2021 – Sep 16, 2026
Estimated public-equity portfolio performance
3 years
90.98%
Cumulative estimated return
SPY: 70.83%
Outperformance: 20.15 percentage points
2023-09-15 – 2026-09-15
Missing information
- 15 rows without a saved price.
- 49 sales exceeding observed holdings (unmatched amount omitted).
5 years
-10.75%
Cumulative estimated return
SPY: 98.05%
Outperformance: -108.80 percentage points
2022-12-30 – 2026-09-15
Missing information
- 15 rows without a saved price.
- 49 sales exceeding observed holdings (unmatched amount omitted).
- Available investment history starts 2022-12-30.
As of Sep 15, 2026. 230 parsed trades. Ranks use three-year return.
How estimates are calculated
Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.
Current holdings
Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.
This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| MMM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ABBV | Not reported | None | Unavailable | Unavailable | $263.04Sep 15, 2026 | Unavailable |
| AMD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $504.20Sep 15, 2026 | Unavailable |
| AA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $46.52Sep 15, 2026 | Unavailable |
| GOOGL | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $344.98Sep 15, 2026 | Unavailable |
| AMZN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $248.42Sep 15, 2026 | Unavailable |
| AIG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $75.98Sep 15, 2026 | Unavailable |
| AAPL | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $331.34Sep 15, 2026 | Unavailable |
| AIZ | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $286.11Sep 15, 2026 | Unavailable |
| AZN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| T | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| BA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $209.69Sep 15, 2026 | Unavailable |
| AVGO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $339.27Sep 15, 2026 | Unavailable |
| BXP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $63.84Sep 15, 2026 | Unavailable |
| CVX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $217.77Sep 15, 2026 | Unavailable |
| CSCO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $110.07Sep 15, 2026 | Unavailable |
| KO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| DHR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $209.36Sep 15, 2026 | Unavailable |
| DVN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $51.33Sep 15, 2026 | Unavailable |
| DLTR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $112.79Sep 15, 2026 | Unavailable |
| DUK | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| DY | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $282.34Sep 15, 2026 | Unavailable |
| EXE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $94.23Sep 15, 2026 | Unavailable |
| GTES | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| GS | Not reported | None | Unavailable | Unavailable | $976.67Sep 15, 2026 | Unavailable |
| DINO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $112.25Sep 15, 2026 | Unavailable |
| HUM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $396.62Sep 15, 2026 | Unavailable |
| ICLR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| INTC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $97.14Sep 15, 2026 | Unavailable |
| ICE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $156.90Sep 15, 2026 | Unavailable |
| IBM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| INTU | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $329.27Sep 15, 2026 | Unavailable |
| JCI | Not reported | None | Unavailable | Unavailable | Unavailable | Unavailable |
| JPM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $352.49Sep 15, 2026 | Unavailable |
| LOW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $194.61Sep 15, 2026 | Unavailable |
| MKC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $49.86Sep 15, 2026 | Unavailable |
| MCK | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $899.56Sep 15, 2026 | Unavailable |
| META | Not reported | None | Unavailable | Unavailable | $670.24Sep 15, 2026 | Unavailable |
| MU | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $927.60Sep 15, 2026 | Unavailable |
| MSFT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| NUE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $258.82Sep 15, 2026 | Unavailable |
| NVDA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $212.17Sep 15, 2026 | Unavailable |
| PH | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PFE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $27.55Sep 15, 2026 | Unavailable |
| PM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $194.11Sep 15, 2026 | Unavailable |
| PNC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $240.78Sep 15, 2026 | Unavailable |
| PG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PEG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| RELX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| SAIA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $353.80Sep 15, 2026 | Unavailable |
ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.
Estimated positions as of Sep 15, 2026
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Merrill Lynch Investment Account #025 ⇒ Alcoa Corporation Common Stock (AA) [ST] | not_reported | 150.5551373729770417764395935 | 7003.82 |
| Merrill Lynch Investment Account #025 ⇒ American International Group, Inc. New Common Stock (AIG) [ST] | not_reported | 93.51841028638223261250730567 | 7105.53 |
| Merrill Lynch Investment Account #025 ⇒ Assurant, Inc. Common Stock (AIZ) [ST] | not_reported | 33.21777039651235208636080548 | 9503.94 |
| Merrill Lynch Investment Account #025 ⇒ AstraZeneca PLC - American Depositary Shares (AZN) [ST] | not_reported | 45.58689458689458689458689459 | 7378.24 |
| Booz Allen Hamilton Holding Corporation Common Stock (BAH) [ST] | not_reported | 49.00465515129241700355261546 | 3923.31 |
| The Cigna Group Common Stock (CI) [ST] | not_reported | 5.23719670681706595177998863 | 1513.03 |
| Merrill Lynch Investment Account #025 ⇒ Danaher Corporation Common Stock (DHR) [ST] | not_reported | 34.94889044207583435261226629 | 7316.90 |
| HF Sinclair Corporation Common Stock (DINO) [ST] | not_reported | 16.3794303590146750524109015 | 1838.59 |
| Merrill Lynch Investment Account #025 ⇒ Walt Disney Company (DIS) [ST] | not_reported | 70.32170167882570097565263250 | 7483.64 |
| Merrill Lynch Investment Account #025 ⇒ Duke Energy Corporation (DUK) [ST] | not_reported | 68.25782783038989847282655064 | 8038.72 |
| Merrill Lynch Investment Account #025 ⇒ Devon Energy Corporation Common Stock (DVN) [ST] | not_reported | 218.4138684138684138684138684 | 11211.18 |
| Merrill Lynch Investment Account #025 ⇒ Dycom Industries, Inc. Common Stock (DY) [ST] | not_reported | 23.67712340929269014501331755 | 6685.00 |
| Merrill Lynch Investment Account ⇒ First Horizon Corporation (FHN) [ST] | not_reported | 20.42857142857142857142857143 | 499.89 |
| Merrill Lynch Investment Account #025 ⇒ Gates Industrial Corporation plc Ordinary Shares (GTES) [ST] | not_reported | 372.6362366092221704704238472 | 9502.22 |
| Merrill Lynch Investment Account #025 ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST] | not_reported | 33.17507049261900812738430917 | 6456.20 |
| Public Service Enterprise Group Incorporated Common Stock (PEG) [ST] | not_reported | 7.61997669750511487614373070 | 536.60 |
| Merrill Lynch Investment Account #025 ⇒ Saia, Inc. - Common Stock (SAIA) [ST] | not_reported | 24.50232757564620850177630773 | 8668.92 |
| Schlumberger N.V. Common Stock (SLB) [ST] | not_reported | 16.0285328993339153990032534 | 868.75 |
| Merrill Lynch Investment Account #025 ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] | not_reported | 17.64712369860596435503793894 | 9081.74 |
| Merrill Lynch Investment Account #025 ⇒ Waters Corporation Common Stock (WAT) [ST] | not_reported | 21.06337045520364373535529052 | 8785.32 |
| Merrill Lynch Investment Account #025 ⇒ Williams-Sonoma, Inc. Common Stock (WSM) [ST] | not_reported | 44.79814099333669298392967131 | 9921.44 |
Completed trades
Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Annual schedules and unmatched or ambiguous activity are omitted here.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
All trades
424 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| C — Citigroup, Inc. Common Stock (C) [ST] | Not reported | Purchase | Jan 31, 2025 | Sep 11, 2026 |
| DE — Deere & Company Common Stock (DE) [ST] | Not reported | Purchase | Jan 31, 2025 | Sep 11, 2026 |
| IR — Ingersoll Rand Inc. Common Stock (IR) [ST] | Not reported | Sale | Jan 31, 2025 | Sep 11, 2026 |
| META — Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Not reported | Purchase | Jan 31, 2025 | Sep 11, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 123 · Ptr | Jan 31, 2025 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 131 · Ptr | Jan 31, 2025 | Sep 11, 2026 |
| ADBE — Merrill Lynch Investment Account #025 ⇒ Adobe Inc. - Common Stock (ADBE) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jan 24, 2025 | Sep 14, 2026 |
| ACI — Merrill Lynch Investment Account #025 ⇒ Albertsons Companies, Inc. Class A Common Stock (ACI) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jan 24, 2025 | Sep 14, 2026 |
| HPE — Merrill Lynch Investment Account #025 ⇒ Hewlett Packard Enterprise Company Common Stock (HPE) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jan 24, 2025 | Sep 14, 2026 |
| ABBV — Merrill Lynch Investment Account #025 ⇒ AbbVie Inc. Common Stock (ABBV) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Jan 24, 2025 | Sep 14, 2026 |
| PVH — Merrill Lynch Investment Account #025 ⇒ PVH Corp. Common Stock (PVH) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Jan 24, 2025 | Sep 14, 2026 |
| TSM — Merrill Lynch Investment Account #025 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Annual | Jan 24, 2025 | Sep 14, 2026 |
| UHID — Merrill Lynch Investment Account #025 ⇒ Universal Health Services, Inc. (UHID) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Jan 24, 2025 | Sep 14, 2026 |
| ABBV — AbbVie Inc. Common Stock (ABBV) [ST] | Not reported | Sale | Jan 24, 2025 | Sep 11, 2026 |
| ADBE — Adobe Inc. - Common Stock (ADBE) [ST] | Not reported | Purchase | Jan 24, 2025 | Sep 11, 2026 |
| ACI — Albertsons Companies, Inc. Class A Common Stock (ACI) [ST] | Not reported | Purchase | Jan 24, 2025 | Sep 11, 2026 |
| HPE — Hewlett Packard Enterprise Company Common Stock (HPE) [ST] | Not reported | Purchase | Jan 24, 2025 | Sep 11, 2026 |
| PVH — PVH Corp. Common Stock (PVH) [ST] | Not reported | Sale | Jan 24, 2025 | Sep 11, 2026 |
| TSM — Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 163 · Ptr | Jan 24, 2025 | Sep 11, 2026 |
| UHID — Universal Health Services, Inc. (UHID) [ST] | Not reported | Sale | Jan 24, 2025 | Sep 11, 2026 |
| MMM — Merrill Lynch Investment Account #025 ⇒ 3M Company Common Stock (MMM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jan 17, 2025 | Sep 14, 2026 |
| MMM — 3M Company Common Stock (MMM) [ST] | Not reported | Purchase | Jan 17, 2025 | Sep 11, 2026 |
| ACN — Merrill Lynch Investment Account #025 ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Jan 15, 2025 | Sep 14, 2026 |
| NEE — Merrill Lynch Investment Account #025 ⇒ NextEra Energy, Inc. Common Stock (NEE) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Jan 15, 2025 | Sep 14, 2026 |
| ACN — Accenture plc Class A Ordinary Shares (ACN) [ST] | Not reported | Sale | Jan 15, 2025 | Sep 11, 2026 |
| NEE — NextEra Energy, Inc. Common Stock (NEE) [ST] | Not reported | Sale | Jan 15, 2025 | Sep 11, 2026 |
| MTD — Merrill Lynch Investment Account ⇒ Mettler-Toledo International, Inc. Common Stock (MTD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Dec 19, 2024 | Sep 14, 2026 |
| MCK — Merrill Lynch Investment Account ⇒ McKesson Corporation Common Stock (MCK) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Dec 19, 2024 | Sep 14, 2026 |
| MU — Merrill Lynch Investment Account ⇒ Micron Technology, Inc. - Common Stock (MU) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Dec 19, 2024 | Sep 14, 2026 |
| AAPL — Merrill Lynch Investment Account ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Dec 19, 2024 | Sep 14, 2026 |
| AVGO — Merrill Lynch Investment Account ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Dec 19, 2024 | Sep 14, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 31 · Ptr | Dec 18, 2024 | Sep 11, 2026 |
| AVGO — Broadcom Inc. - Common Stock (AVGO) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 47 · Ptr | Dec 18, 2024 | Sep 11, 2026 |
| MCK — McKesson Corporation Common Stock (MCK) [ST] | Not reported | Purchase | Dec 18, 2024 | Sep 11, 2026 |
| MTD — Mettler-Toledo International, Inc. Common Stock (MTD) [ST] | Not reported | Purchase | Dec 18, 2024 | Sep 11, 2026 |
| MU — Micron Technology, Inc. - Common Stock (MU) [ST] | Not reported | Purchase | Dec 18, 2024 | Sep 11, 2026 |
| AZPN — Merrill Lynch Investment Account ⇒ Aspen Technology, Inc. - Common Stock (AZPN) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Dec 9, 2024 | Sep 14, 2026 |
| CRM — Merrill Lynch Investment Account ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Dec 9, 2024 | Sep 14, 2026 |
| AZPN — Aspen Technology, Inc. - Common Stock (AZPN) [ST] | Not reported | Sale | Dec 6, 2024 | Sep 11, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | Purchase | Dec 6, 2024 | Sep 11, 2026 |
| CRM — Salesforce, Inc. Common Stock (CRM) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 151 · Ptr | Dec 6, 2024 | Sep 11, 2026 |
| TPR — Merrill Lynch Investment Account ⇒ Tapestry, Inc. Common Stock (TPR) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Nov 26, 2024 | Sep 14, 2026 |
| TPR — Tapestry, Inc. Common Stock (TPR) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 169 · Ptr | Nov 26, 2024 | Sep 11, 2026 |
| AFG — Merrill Lynch Investment Account ⇒ American Financial Group, Inc. Common Stock (AFG) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 20, 2024 | Sep 14, 2026 |
| WDAY — Merrill Lynch Investment Account ⇒ Workday, Inc. - Class A Common Stock (WDAY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 20, 2024 | Sep 14, 2026 |
| AMGN — Merrill Lynch Investment Account ⇒ Amgen Inc. - Common Stock (AMGN) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Nov 19, 2024 | Sep 14, 2026 |
| KHC — Merrill Lynch Investment Account ⇒ The Kraft Heinz Company - Common Stock (KHC) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Nov 19, 2024 | Sep 14, 2026 |
| WAT — Merrill Lynch Investment Account ⇒ Waters Corporation Common Stock (WAT) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Nov 19, 2024 | Sep 14, 2026 |
| AFG — American Financial Group, Inc. Common Stock (AFG) [ST] | Not reported | Purchase | Nov 19, 2024 | Sep 11, 2026 |
| AMGN — Amgen Inc. - Common Stock (AMGN) [ST] | Not reported | Sale | Nov 19, 2024 | Sep 11, 2026 |
All disclosures
22 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.