Latitude Advisors, LLC Purchases and Sells in Q1 2025

Latitude Advisors, LLC

$144 Million
Q1 2025

Top Buys

Incresed Positions

85 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLD	3.72K + 23.88%	$243.19 - $288.14 $905K - $1.07M	19.3K $5.56M
DIA	2.24K + 323.73%	$408.78 - $448.82 $914K - $1M	2.93K $1.23M
LLY	993 + 79.25%	$725.72 - $929.72 $721K - $923K	2.25K $1.85M
KMLM	31.5K + 61.72%	$26.82 - $28.5 $845K - $898K	82.5K $2.25M
SCHD	17.1K + 27.51%	$27.01 - $28.54 $462K - $488K	79.2K $2.22M
TLT	3.02K + 8.45%	$85.29 - $92.57 $258K - $280K	38.8K $3.53M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLF	24.6K New	$47.32 - $52.19 $1.17M - $1.29M	24.6K $1.23M
EFA	12.6K New	$74.85 - $84.89 $946K - $1.07M	12.6K $1.03M
ILTB	10.2K New	$47.59 - $50.79 $484K - $516K	10.2K $508K
FBND	8.35K New	$44.41 - $45.98 $371K - $384K	8.35K $381K
VT	2.61K New	$115.08 - $123.97 $300K - $323K	2.61K $302K
IEFA	3.53K New	$69.57 - $78.65 $246K - $278K	3.53K $267K

Top Sells

Reduced Positions

77 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIL	-21.8K - 87.26%	$91.45 - $91.75 $1.99M - $2M	3.18K $291K
IWF	-4.34K - 61.4%	$360.07 - $417.26 $1.56M - $1.81M	2.73K $985K
SHV	-15.2K - 89.14%	$110.11 - $110.51 $1.67M - $1.68M	1.85K $204K
VTV	-9.15K - 64.34%	$167.73 - $179.21 $1.53M - $1.64M	5.07K $875K
SPY	-854 - 7.78%	$551.42 - $612.93 $471K - $523K	10.1K $5.66M
NVDA	-1.3K - 5.38%	$106.98 - $149.43 $139K - $194K	22.8K $2.47M

Activity Summary All Purchases 100 New Holdings 15 Increased Positions 85 All Sells 77 Reductions 77 Sold out 0 Calls 0 Puts 0

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