Latitude Advisors, LLC Purchases in Q4 2024

Latitude Advisors, LLC

  • $154 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
22.7K
+ 969.41%
$91.29 - $91.8 $2.07M - $2.08M
25K $2.29M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.39K
+ 27.48%
$481.22 - $538.17 $1.63M - $1.82M
15.7K $8.04M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.21K
+ 41.31%
$567.81 - $607.81 $1.82M - $1.95M
11K $6.43M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.75K
+ 204.39%
$370.24 - $418.94 $1.76M - $1.99M
7.07K $2.84M
SHV
Ishares Tr

ETFs
17K
New
$109.92 - $110.57 $1.87M - $1.88M
17K $1.87M
ABBV
Abb Vie Inc.

Healthcare
9.78K
+ 380.51%
$164.99 - $203.87 $1.61M - $1.99M
12.4K $2.2M
VTV
Vanguard Value ETF

ETFs
9.58K
+ 206.95%
$168.32 - $181.87 $1.61M - $1.74M
14.2K $2.41M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
17K
+ 39.73%
$66.77 - $71.52 $1.13M - $1.21M
59.6K $4.11M
IYW
Ishares Dj Us Tech ETF

ETFs
3.98K
+ 130.28%
$148.14 - $166.23 $590K - $662K
7.04K $1.12M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.71K
+ 62.15%
$94.43 - $105.47 $445K - $497K
12.3K $1.25M
ABC
Amerisourcebergen Corp

Healthcare
2.49K
New
N/A
2.49K $460K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
8.44K
+ 70.07%
$49.03 - $53.35 $414K - $450K
20.5K $1.05M
AVGO
Broadcom Inc.

Technology
178
+ 2.77%
$159.67 - $250.0 $28.4K - $44.5K
6.61K $1.53M
PLTR
Palantir Technologies Inc.

Technology
5.42K
New
$36.46 - $82.38 $198K - $447K
5.42K $409K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.91K
New
$53.94 - $58.15 $319K - $344K
5.91K $333K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.31K
New
$34.13 - $37.35 $318K - $348K
9.31K $317K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
691
New
$417.69 - $450.94 $289K - $312K
691 $294K
GLD
Spdr Gold Trust

ETFs
1.23K
+ 8.55%
$236.59 - $257.5 $291K - $316K
15.6K $3.77M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.64K
New
$49.79 - $51.14 $281K - $288K
5.64K $282K
SPIB
Spdr Portfolio Intermediate Te

ETFs
8.55K
+ 36.95%
$32.65 - $33.68 $279K - $288K
31.7K $1.04M
HYD
Vaneck High Yield Muni ETF

ETFs
4.62K
New
$51.09 - $53.06 $236K - $245K
4.62K $239K
RTX
Raytheon Technologies Corp

Industrials
1.95K
New
$114.45 - $127.21 $224K - $249K
1.95K $226K
TBUX
T Rowe Price Exchange Traded F

ETFs
4.45K
New
$49.52 - $49.88 $220K - $222K
4.45K $220K
FLMI
Franklin Dynamic Municipal Bon

ETFs
8.6K
New
$24.42 - $25.06 $210K - $215K
8.6K $210K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.34K
New
$25.93 - $105.3 $190K - $772K
7.34K $204K
IFRA
Ishares Tr

ETFs
4.37K
New
$45.94 - $51.71 $201K - $226K
4.37K $202K
SPYG
Spdr Portfolio

ETFs
1.27K
+ 9.76%
$81.74 - $91.38 $104K - $116K
14.3K $1.25M
XLK
Technology Sector Spdr

ETFs
681
+ 28.12%
$220.26 - $241.44 $150K - $164K
3.1K $721K
EFG
Msci Eafe Growth ETF

ETFs
2.67K
+ 29.53%
$96.83 - $106.88 $259K - $285K
11.7K $1.13M
VIG
Vanguard Dividend Appreciation

ETFs
878
+ 7.98%
N/A
11.9K $2.16M
CGGR
Capital Group Growth ETF Shs C

ETFs
1.71K
+ 4.27%
$34.49 - $39.24 $59.1K - $67.3K
41.9K $1.56M
TLT
Ishares Barclays 20+ Year Trea

ETFs
5.51K
+ 18.22%
$87.1 - $98.49 $480K - $543K
35.8K $3.12M
DGRO
Ishares Core Dividend Growth E

ETFs
2.64K
+ 42.44%
$60.73 - $64.94 $160K - $172K
8.86K $543K
IEMG
Ishares Inc

ETFs
2.75K
+ 45.69%
N/A
8.77K $470K
CGUS
Capital Group Core Equity ETF
3.46K
+ 11.28%
$33.96 - $36.24 $117K - $125K
34.1K $1.19M
NFLX
Netflix Inc

Communication Services
10
+ 1.4%
$687.65 - $936.56 $6.88K - $9.37K
722 $643K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
43.7K
+ 236.66%
$26.93 - $84.95 $1.18M - $3.71M
62.1K $1.7M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.64K
+ 43.17%
$99.2 - $108.47 $162K - $178K
5.43K $540K
CGDV
Capital Group Divid Value ETF

ETFs
5.15K
+ 12.14%
$35.16 - $37.12 $181K - $191K
47.5K $1.68M
QUAL
Ishares Msci Usa Quality Facto

ETFs
749
+ 11.14%
$176.42 - $186.91 $132K - $140K
7.47K $1.33M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.64K
+ 44.69%
$55.45 - $61.08 $146K - $161K
8.53K $473K
VTI
Vanguard Total Stock Market Et

ETFs
157
+ 2.12%
$280.04 - $302.45 $44K - $47.5K
7.58K $2.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
138
+ 7.6%
$521.84 - $558.82 $72K - $77.1K
1.95K $1.05M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.82K
+ 20.96%
$57.53 - $60.83 $105K - $111K
10.5K $604K
SPMD
Spdr Portfolio

ETFs
1.1K
+ 29.02%
$54.13 - $59.56 $59.5K - $65.5K
4.89K $267K
DIS
Walt Disney CO

Communication Services
138
+ 4.98%
$92.39 - $117.6 $12.7K - $16.2K
2.91K $324K
CRM
Salesforce, Inc.

Technology
18
+ 2.36%
$270.87 - $367.87 $4.88K - $6.62K
782 $261K
COP
Conocophillips

Energy
600
+ 28.26%
$95.12 - $114.72 $57.1K - $68.8K
2.72K $270K
WMT
Walmart Inc.

Consumer Defensive
44
+ 1.04%
$79.1 - $95.7 $3.48K - $4.21K
4.28K $386K
Activity Summary
Buys All Purchases 92 New Holdings 17 Increased Positions 75 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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