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 |
|---|---|---|---|---|---|---|
| CRM | Not reported | None | Unavailable | Unavailable | $255.65Sep 15, 2026 | Unavailable |
| STT | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $185.13Sep 15, 2026 | Unavailable |
| SF | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $76.82Sep 15, 2026 | Unavailable |
| SYF | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $76.06Sep 15, 2026 | Unavailable |
| TSM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| TTWO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $211.91Sep 15, 2026 | Unavailable |
| TPR | Not reported | None | Unavailable | Unavailable | $117.11Sep 15, 2026 | Unavailable |
| BK | Not reported | None | Unavailable | Unavailable | Unavailable | Unavailable |
| TMO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $641.39Sep 15, 2026 | Unavailable |
| URI | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $989.13Sep 15, 2026 | Unavailable |
| VRTX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $514.63Sep 15, 2026 | Unavailable |
| V | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $375.62Sep 15, 2026 | Unavailable |
| DIS | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $106.42Sep 15, 2026 | Unavailable |
| WBD | Not reported | None | Unavailable | Unavailable | $28.03Sep 15, 2026 | Unavailable |
| WAT | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $417.09Sep 15, 2026 | Unavailable |
| WFC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| WELL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $232.76Sep 15, 2026 | Unavailable |
| WSM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $221.47Sep 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 |
|---|---|---|---|---|
| JCI — Johnson Controls International plc Ordinary Share (JCI) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 98 · Ptr | Jul 25, 2025 | Sep 11, 2026 |
| MTD — Mettler-Toledo International, Inc. Common Stock (MTD) [ST] | Not reported | Purchase | Jul 25, 2025 | Sep 11, 2026 |
| CRM — Salesforce, Inc. Common Stock (CRM) [ST] | Not reported | Purchase | Jul 25, 2025 | Sep 11, 2026 |
| TMO — Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | Not reported | Purchase | Jul 25, 2025 | Sep 11, 2026 |
| WBD — Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 213 · Ptr | Jul 25, 2025 | Sep 11, 2026 |
| WSM — Williams-Sonoma, Inc. Common Stock (WSM) [ST] | Not reported | Purchase | Jul 25, 2025 | Sep 11, 2026 |
| V — Merrill Lynch Investment Account #025 ⇒ Visa Inc. (V) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jul 24, 2025 | Sep 14, 2026 |
| ACN — Merrill Lynch Investment Account #025 ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Jul 24, 2025 | Sep 14, 2026 |
| GS — Merrill Lynch Investment Account #025 ⇒ Goldman Sachs Group, Inc. (GS) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Jul 24, 2025 | Sep 14, 2026 |
| DGX — Merrill Lynch Investment Account #025 ⇒ Quest Diagnostics Incorporated Common Stock (DGX) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Jul 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 102 · Annual | Jul 24, 2025 | Sep 14, 2026 |
| WDAY — Merrill Lynch Investment Account #025 ⇒ Workday, Inc. - Class A Common Stock (WDAY) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Jul 24, 2025 | Sep 14, 2026 |
| ACN — Accenture plc Class A Ordinary Shares (ACN) [ST] | Not reported | Sale | Jul 24, 2025 | Sep 11, 2026 |
| GS — Goldman Sachs Group, Inc. (GS) [ST] | Not reported | Sale | Jul 24, 2025 | Sep 11, 2026 |
| DGX — Quest Diagnostics Incorporated Common Stock (DGX) [ST] | Not reported | Sale | Jul 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 162 · Ptr | Jul 24, 2025 | Sep 11, 2026 |
| V — Visa Inc. (V) [ST] | Not reported | Purchase | Jul 24, 2025 | Sep 11, 2026 |
| WDAY — Workday, Inc. - Class A Common Stock (WDAY) [ST] | Not reported | Sale | Jul 24, 2025 | Sep 11, 2026 |
| GOOGL — Merrill Lynch Investment Account #025 ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jul 2, 2025 | Sep 14, 2026 |
| SYF — Merrill Lynch Investment Account #025 ⇒ Synchrony Financial Common Stock (SYF) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jul 2, 2025 | Sep 14, 2026 |
| T — Merrill Lynch Investment Account #025 ⇒ AT&T Inc. (T) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 79 · Annual | Jul 2, 2025 | Sep 14, 2026 |
| BK — Merrill Lynch Investment Account #025 ⇒ The Bank of New York Mellon Corporation Common Stock (BK) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Jul 2, 2025 | Sep 14, 2026 |
| META — Merrill Lynch Investment Account #025 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Jul 2, 2025 | Sep 14, 2026 |
| GOOGL — Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Not reported | Purchase | Jul 2, 2025 | Sep 11, 2026 |
| T — AT&T Inc. (T) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 39 · Ptr | Jul 2, 2025 | Sep 11, 2026 |
| META — Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Not reported | Sale | Jul 2, 2025 | Sep 11, 2026 |
| SYF — Synchrony Financial Common Stock (SYF) [ST] | Not reported | Purchase | Jul 2, 2025 | Sep 11, 2026 |
| BK — The Bank of New York Mellon Corporation Common Stock (BK) [ST] | Not reported | Sale | Jul 2, 2025 | Sep 11, 2026 |
| AMD — Merrill Lynch Investment Account #025 ⇒ Advanced Micro Devices, Inc. (AMD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jun 17, 2025 | Sep 14, 2026 |
| CSCO — Merrill Lynch Investment Account #025 ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jun 17, 2025 | Sep 14, 2026 |
| PFE — Merrill Lynch Investment Account #025 ⇒ Pfizer, Inc. Common Stock (PFE) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jun 17, 2025 | Sep 14, 2026 |
| WDAY — Merrill Lynch Investment Account #025 ⇒ Workday, Inc. - Class A Common Stock (WDAY) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 68 · Annual | Jun 17, 2025 | Sep 14, 2026 |
| AMD — Advanced Micro Devices, Inc. (AMD) [ST] | Not reported | Purchase | Jun 17, 2025 | Sep 11, 2026 |
| CSCO — Cisco Systems, Inc. - Common Stock (CSCO) [ST] | Not reported | Purchase | Jun 17, 2025 | Sep 11, 2026 |
| PFE — Pfizer, Inc. Common Stock (PFE) [ST] | Not reported | Purchase | Jun 17, 2025 | Sep 11, 2026 |
| WDAY — Workday, Inc. - Class A Common Stock (WDAY) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 222 · Ptr | Jun 17, 2025 | Sep 11, 2026 |
| STT — Merrill Lynch Investment Account #025 ⇒ State Street Corporation Common Stock (STT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | May 27, 2025 | Sep 14, 2026 |
| UNH — Merrill Lynch Investment Account #025 ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | May 27, 2025 | Sep 14, 2026 |
| STT — State Street Corporation Common Stock (STT) [ST] | Not reported | Purchase | May 27, 2025 | Sep 11, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Not reported | Sale | May 27, 2025 | Sep 11, 2026 |
| MSFT — Merrill Lynch Investment Account #025 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | May 8, 2025 | Sep 14, 2026 |
| LVS — Merrill Lynch Investment Account #025 ⇒ Las Vegas Sands Corp. Common Stock (LVS) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | May 8, 2025 | Sep 14, 2026 |
| LVS — Las Vegas Sands Corp. Common Stock (LVS) [ST] | Not reported | Sale | May 8, 2025 | Sep 11, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | Purchase | May 8, 2025 | Sep 11, 2026 |
| AAPL — Merrill Lynch Investment Account #025 ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 43 · Annual | May 1, 2025 | Sep 14, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 32 · Ptr | May 1, 2025 | Sep 11, 2026 |
| ABBV — Merrill Lynch Investment Account #025 ⇒ AbbVie Inc. Common Stock (ABBV) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 28, 2025 | Sep 14, 2026 |
| DHR — Merrill Lynch Investment Account #025 ⇒ Danaher Corporation Common Stock (DHR) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 28, 2025 | Sep 14, 2026 |
| DGX — Merrill Lynch Investment Account #025 ⇒ Quest Diagnostics Incorporated Common Stock (DGX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 28, 2025 | Sep 14, 2026 |
| BMY — Merrill Lynch Investment Account #025 ⇒ Bristol-Myers Squibb Company Common Stock (BMY) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Apr 28, 2025 | Sep 14, 2026 |
All disclosures
22 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.