Latitude Advisors, LLC Purchases in Q4 2025

Latitude Advisors, LLC

  • $187 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
QLD
Proshares Ultra Qqq

ETFs
14.8K
+ 116.48%
$131.81 - $152.77 $1.95M - $2.26M
27.4K $3.82M
XLV
Select Sector Spdr Fund Health

ETFs
5.3K
New
$141.95 - $152.82 $752K - $810K
5.3K $804K
GLDM
World Gold Trust

ETFs
7.58K
New
$76.32 - $86.69 $579K - $657K
7.58K $613K
XLK
Technology Sector Spdr

ETFs
1.99K
+ 91.8%
$278.39 - $304.13 $555K - $606K
4.17K $1.2M
XLG
Invesco Exchange Traded Fd Tr

ETFs
7.99K
New
$56.5 - $60.52 $451K - $483K
7.99K $468K
ZECP
Zacks Tr Earnings Constant Por

ETFs
11.9K
New
$33.26 - $34.85 $395K - $413K
11.9K $407K
XLY
Select Sector Spdr Consumer Di

ETFs
1.52K
+ 105.57%
$228.75 - $242.18 $347K - $367K
2.95K $681K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
479
+ 12.0%
$600.51 - $631.95 $288K - $303K
4.47K $2.76M
AMZN
Amazon Com Inc

Consumer Cyclical
114
+ 0.64%
$213.04 - $254.0 $24.3K - $29K
18K $4.21M
XLE
Energy Sector Spdr

ETFs
3.04K
+ 100.13%
$85.22 - $92.02 $259K - $279K
6.07K $558K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
5.26K
New
$51.27 - $51.8 $270K - $272K
5.26K $271K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
10.9K
+ 28.83%
$23.37 - $23.7 $255K - $259K
48.8K $1.14M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
1.55K
New
$118.79 - $161.47 $185K - $251K
1.55K $247K
CGUS
Capital Group Core Equity ETF
5.86K
+ 10.58%
$38.81 - $40.67 $227K - $238K
61.2K $2.43M
AMD
Advanced Micro Devices Inc

Technology
998
New
$164.01 - $264.33 $164K - $264K
998 $240K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
10.3K
New
$23.04 - $23.36 $238K - $241K
10.3K $238K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.58K
+ 14.11%
$57.9 - $61.26 $208K - $220K
29K $1.74M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.13K
New
$72.17 - $75.74 $226K - $237K
3.13K $234K
IDV
Ishares Tr

ETFs
5.84K
New
$35.91 - $38.56 $210K - $225K
5.84K $223K
IVE
Ishares S&P 500 Value ETF

ETFs
1.02K
+ 36.87%
$202.52 - $212.07 $206K - $216K
3.78K $792K
IWB
Ishares Tr Russell 1000 ETF

ETFs
602
New
$358.39 - $376.54 $216K - $227K
602 $221K
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.22K
New
$98.1 - $103.73 $217K - $230K
2.22K $217K
MRK
Merck & Co., Inc.

Healthcare
2.32K
New
$82.49 - $92.93 $191K - $215K
2.32K $215K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.47K
+ 76.7%
$142.79 - $150.05 $209K - $220K
3.38K $493K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.27K
+ 4.68%
$76.84 - $80.86 $174K - $183K
50.8K $4.02M
HDV
Ishares Core High Dividend ETF

ETFs
1.74K
New
$118.22 - $122.79 $206K - $214K
1.74K $213K
EMB
Ishares Tr

ETFs
2.11K
New
$94.63 - $97.03 $200K - $205K
2.11K $202K
GE
General Electric CO

Industrials
654
New
$291.49 - $314.28 $191K - $206K
654 $196K
CGGO
Capital Group Global Growth Eq

ETFs
5.59K
+ 17.34%
$33.63 - $35.51 $188K - $198K
37.8K $1.29M
GS
Goldman Sachs Group Inc

Financial Services
236
New
$744.6 - $838.97 $176K - $198K
236 $183K
SLV
I Shares Silver Trust

ETFs
3.92K
New
$42.4 - $49.17 $166K - $193K
3.92K $180K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
7.45K
+ 10.46%
$26.34 - $27.23 $196K - $203K
78.7K $2.09M
CAH
Cardinal Health Inc

Healthcare
133
+ 5.12%
$153.27 - $206.06 $20.4K - $27.4K
2.73K $560K
MU
Micron Technology Inc

Technology
20
+ 1.08%
$181.6 - $253.3 $3.63K - $5.07K
1.88K $463K
MBB
Ishares Tr

ETFs
1.45K
+ 20.51%
$94.9 - $96.23 $137K - $139K
8.5K $807K
AVGO
Broadcom Inc.

Technology
137
+ 2.06%
$324.63 - $385.98 $44.5K - $52.9K
6.78K $2.32M
CGGR
Capital Group Growth ETF Shs C

ETFs
4.13K
+ 6.53%
$43.04 - $45.68 $178K - $189K
67.4K $2.91M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.27K
+ 19.63%
$99.87 - $101.27 $127K - $129K
7.74K $774K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.67K
+ 10.08%
$46.57 - $47.16 $124K - $126K
29.1K $1.36M
IEMG
Ishares Inc

ETFs
2.21K
+ 20.57%
N/A
13K $695K
NVDA
Nvidia Corp

Technology
629
+ 2.68%
$179.83 - $207.04 $113K - $130K
24.1K $4.5M
CVX
Chevron Corp

Energy
740
+ 39.55%
$148.9 - $157.72 $110K - $117K
2.61K $404K
SPYG
Spdr Portfolio

ETFs
1.03K
+ 6.55%
$102.4 - $109.39 $106K - $113K
16.8K $1.76M
VT
Vanguard Total World Stk Index

ETFs
651
+ 11.1%
$135.16 - $141.78 $88K - $92.3K
6.51K $907K
DVY
Ishares Tr

ETFs
700
+ 38.89%
$138.1 - $143.11 $96.7K - $100K
2.5K $351K
IVW
Ishares S&P 500 Growth ETF

ETFs
737
+ 6.75%
$118.29 - $126.28 $87.2K - $93.1K
11.7K $1.41M
MLPA
Global X Mlp ETF

ETFs
1.79K
+ 26.35%
$46.39 - $48.6 $83K - $87K
8.58K $417K
VUG
Vanguard Growth ETF

ETFs
157
+ 6.73%
$470.44 - $504.26 $73.9K - $79.2K
2.49K $1.2M
ABBV
Abb Vie Inc.

Healthcare
241
+ 2.12%
$211.96 - $244.38 $51.1K - $58.9K
11.6K $2.72M
Activity Summary
Buys All Purchases 138 New Holdings 21 Increased Positions 117 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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