Latitude Advisors, LLC Purchases in Q2 2025

Latitude Advisors, LLC

  • $165 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
17.6K
New
$416.06 - $551.64 $7.34M - $9.73M
17.6K $9.73M
IAU
Ishares Gold Trust

ETFs
24.4K
New
$56.1 - $64.74 $1.37M - $1.58M
24.4K $1.52M
IVV
Ishares Core S&P 500 ETF

ETFs
457
+ 2.26%
$498.8 - $620.9 $228K - $284K
20.6K $12.8M
NVDA
Nvidia Corp

Technology
221
+ 0.97%
$94.31 - $157.99 $20.8K - $34.9K
23K $3.64M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.73K
+ 63.45%
$320.42 - $424.58 $555K - $735K
4.46K $1.89M
AVGO
Broadcom Inc.

Technology
168
+ 2.54%
$146.29 - $275.65 $24.6K - $46.3K
6.78K $1.87M
AMZN
Amazon Com Inc

Consumer Cyclical
397
+ 2.31%
$167.32 - $223.3 $66.4K - $88.7K
17.6K $3.86M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
607
+ 21.76%
$456.74 - $568.03 $277K - $345K
3.4K $1.93M
ABC
Amerisourcebergen Corp

Healthcare
2.46K
New
N/A
2.46K $456K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
9.19K
+ 110.11%
$44.68 - $45.96 $411K - $423K
17.5K $802K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
46
+ 1.45%
$177.93 - $313.14 $8.18K - $14.4K
3.22K $1.01M
XLY
Select Sector Spdr Consumer Di

ETFs
1.51K
New
$176.34 - $218.59 $267K - $331K
1.51K $328K
CGDV
Capital Group Divid Value ETF

ETFs
2.67K
+ 4.65%
$31.93 - $39.49 $85.2K - $105K
60K $2.37M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.41K
+ 57.6%
$45.88 - $54.4 $248K - $294K
14.8K $805K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.26K
New
$59.24 - $71.39 $252K - $304K
4.26K $303K
MLPA
Global X Mlp ETF

ETFs
5.72K
New
$46.47 - $54.16 $266K - $310K
5.72K $286K
RTX
Raytheon Technologies Corp

Industrials
1.95K
New
$113.75 - $148.48 $222K - $290K
1.95K $285K
SPYG
Spdr Portfolio

ETFs
175
+ 1.02%
$71.83 - $95.32 $12.6K - $16.7K
17.3K $1.65M
VTI
Vanguard Total Stock Market Et

ETFs
148
+ 1.96%
$243.75 - $303.93 $36.1K - $45K
7.71K $2.34M
SPTS
Spdr Portfolio Short Term Trea

ETFs
8.37K
New
$29.07 - $29.38 $243K - $246K
8.37K $245K
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
13.5K
New
$17.61 - $21.46 $238K - $290K
13.5K $239K
AMAT
Applied Materials Inc

Technology
1.31K
New
$126.95 - $183.52 $166K - $240K
1.31K $239K
SPTL
Spdr Portfolio Long Term Treas

ETFs
9.03K
New
$25.48 - $27.78 $230K - $251K
9.03K $239K
CTA
Simplify Exch Traded Fds Simpl

ETFs
8.86K
New
$26.61 - $29.9 $236K - $265K
8.86K $237K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
10.8K
New
$20.93 - $22.05 $225K - $237K
10.8K $237K
CAT
Caterpillar Inc

Industrials
278
+ 13.65%
$273.94 - $388.21 $76.2K - $108K
2.31K $898K
INTU
Intuit Inc

Technology
288
New
$544.07 - $787.63 $157K - $227K
288 $226K
TRV
Travelers Companies, Inc.

Financial Services
829
New
$233.83 - $276.34 $194K - $229K
829 $221K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
8.82K
New
$24.14 - $25.43 $213K - $224K
8.82K $218K
CGUS
Capital Group Core Equity ETF
1.37K
+ 2.89%
$29.93 - $36.93 $40.9K - $50.4K
48.7K $1.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.4K
New
$22.27 - $29.21 $165K - $216K
7.4K $216K
ORCL
Oracle Corp

Technology
2
+ 0.07%
$122.82 - $218.63 $246 - $437
2.72K $594K
KLAC
Kla Corp

Technology
230
New
$576.53 - $902.94 $133K - $208K
230 $206K
CRWD
Crowd Strike Holdings, Inc.

Technology
399
New
$321.63 - $509.31 $128K - $203K
399 $203K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.55K
New
$77.74 - $78.78 $198K - $201K
2.55K $200K
CGGO
Capital Group Global Growth Eq

ETFs
3.81K
+ 19.35%
$25.31 - $32.17 $96.5K - $123K
23.5K $751K
VUG
Vanguard Growth ETF

ETFs
193
+ 11.97%
$329.49 - $438.4 $63.6K - $84.6K
1.81K $791K
VGT
Vanguard Information Technolog

ETFs
7
+ 0.45%
$470.37 - $663.28 $3.29K - $4.64K
1.56K $1.04M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.73K
+ 37.05%
$96.84 - $99.46 $168K - $172K
6.4K $634K
TSLA
Tesla, Inc.

Consumer Cyclical
84
+ 4.2%
$221.86 - $362.89 $18.6K - $30.5K
2.09K $662K
VT
Vanguard Total World Stk Index

ETFs
740
+ 28.4%
$103.16 - $128.52 $76.3K - $95.1K
3.35K $430K
GOOGL
Alphabet Inc.

Communication Services
5
+ 0.09%
$144.7 - $178.6 $724 - $893
5.66K $996K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.15K
+ 17.69%
$51.14 - $57.0 $110K - $123K
14.3K $813K
VEA
Vanguard Ftse Developed Market

ETFs
579
+ 4.36%
$45.65 - $57.01 $26.4K - $33K
13.9K $790K
XLK
Technology Sector Spdr

ETFs
57
+ 2.7%
$179.73 - $253.23 $10.2K - $14.4K
2.17K $549K
SHOP
Shopify Inc.

Technology
112
+ 3.05%
$76.89 - $115.35 $8.61K - $12.9K
3.79K $437K
MELI
Mercadolibre Inc

Consumer Cyclical
1
+ 0.88%
$1794.73 - $2613.63 $1.79K - $2.61K
115 $300K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.11K
+ 5.43%
$83.97 - $92.85 $177K - $196K
40.9K $3.61M
DIS
Walt Disney CO

Communication Services
41
+ 1.44%
$81.72 - $124.01 $3.35K - $5.08K
2.88K $357K
Activity Summary
Buys All Purchases 111 New Holdings 28 Increased Positions 83 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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