Latitude Advisors, LLC Purchases in Q3 2025

Latitude Advisors, LLC

  • $181 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QLD
Proshares Ultra Qqq

ETFs
12.7K
New
$115.66 - $138.31 $1.47M - $1.75M
12.7K $1.74M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.13K
+ 6.38%
$546.99 - $602.2 $616K - $678K
18.8K $11.3M
IVV
Ishares Core S&P 500 ETF

ETFs
224
+ 1.09%
$620.67 - $670.08 $139K - $150K
20.9K $14M
CTA
Simplify Exch Traded Fds Simpl

ETFs
39.7K
+ 447.44%
$26.46 - $28.43 $1.05M - $1.13M
48.5K $1.36M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
70.8K
+ 524.38%
$15.39 - $17.94 $1.09M - $1.27M
84.4K $1.34M
NVDA
Nvidia Corp

Technology
441
+ 1.91%
$153.3 - $186.58 $67.6K - $82.3K
23.5K $4.38M
AAPL
Apple Inc.

Technology
273
+ 2.33%
$202.38 - $256.87 $55.2K - $70.1K
12K $3.05M
CGDV
Capital Group Divid Value ETF

ETFs
10.8K
+ 17.95%
$39.59 - $42.21 $427K - $455K
70.8K $2.98M
CGGR
Capital Group Growth ETF Shs C

ETFs
8.77K
+ 16.1%
$40.2 - $44.58 $353K - $391K
63.3K $2.78M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
594
+ 17.49%
$567.77 - $614.76 $337K - $365K
3.99K $2.44M
CGUS
Capital Group Core Equity ETF
6.7K
+ 13.77%
$36.89 - $39.72 $247K - $266K
55.4K $2.19M
GOOGL
Alphabet Inc.

Communication Services
34
+ 0.6%
$174.36 - $254.72 $5.93K - $8.66K
5.69K $1.38M
VT
Vanguard Total World Stk Index

ETFs
2.52K
+ 75.22%
$128.41 - $138.03 $323K - $347K
5.86K $807K
CGGO
Capital Group Global Growth Eq

ETFs
8.71K
+ 37.05%
$31.71 - $34.17 $276K - $298K
32.2K $1.1M
VUG
Vanguard Growth ETF

ETFs
529
+ 29.31%
$433.97 - $484.08 $230K - $256K
2.33K $1.12M
MU
Micron Technology Inc

Technology
1.86K
New
$104.88 - $168.89 $195K - $314K
1.86K $310K
PLTR
Palantir Technologies Inc.

Technology
270
+ 4.99%
$130.68 - $186.97 $35.3K - $50.5K
5.68K $1.04M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
430
+ 13.17%
$224.68 - $282.71 $96.6K - $122K
3.69K $1.03M
GOOG
Alphabet Inc.

Communication Services
1.15K
New
$175.16 - $255.24 $201K - $293K
1.15K $279K
MCK
Mckesson Corp

Healthcare
359
New
$659.01 - $772.54 $237K - $277K
359 $277K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
3.11K
New
$79.52 - $89.63 $247K - $279K
3.11K $277K
FNV
Franco Nevada Corp

Basic Materials
1.2K
New
$154.4 - $222.91 $186K - $268K
1.2K $268K
O
Realty Income Corp

Real Estate
4.27K
New
$56.13 - $60.79 $240K - $260K
4.27K $259K
CGXU
Capital Group Intl Focus Equit

ETFs
8.72K
New
$26.49 - $29.62 $231K - $258K
8.72K $258K
MSFT
Microsoft Corp

Technology
200
+ 2.89%
$491.09 - $535.64 $98.2K - $107K
7.11K $3.68M
IWF
Ishares Russell 1000 Gr ETF

ETFs
93
+ 2.09%
$420.11 - $472.68 $39.1K - $44K
4.55K $2.13M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2.45K
New
$68.94 - $86.3 $169K - $211K
2.45K $211K
VPU
Vanguard Utilities ETF

ETFs
1.12K
New
$175.25 - $189.41 $196K - $212K
1.12K $211K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.88K
New
$42.75 - $43.37 $209K - $212K
4.88K $211K
MO
Altria Group, Inc.

Consumer Defensive
3.17K
New
$57.75 - $67.68 $183K - $215K
3.17K $209K
IYC
Ishares U.S. Consumer Discreti

ETFs
1.99K
New
$98.12 - $105.85 $195K - $211K
1.99K $208K
C
Citigroup Inc

Financial Services
2.02K
New
$85.57 - $103.49 $173K - $209K
2.02K $205K
XLU
Utilities Sector Spdr

ETFs
2.35K
New
$81.14 - $87.32 $191K - $205K
2.35K $204K
PFF
Ishares Trust Ishares Pfd And

ETFs
6.45K
New
$30.67 - $32.13 $198K - $207K
6.45K $203K
FISV
Fiserv Inc

Technology
1.59K
New
N/A
1.59K $199K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.25K
+ 5.16%
$54.35 - $59.32 $67.8K - $74K
25.4K $1.5M
JPM
Jpmorgan Chase & CO

Financial Services
131
+ 2.54%
$282.78 - $316.06 $37K - $41.4K
5.28K $1.67M
IVW
Ishares S&P 500 Growth ETF

ETFs
405
+ 3.85%
$108.97 - $121.65 $44.1K - $49.3K
10.9K $1.32M
IYW
Ishares Dj Us Tech ETF

ETFs
124
+ 2.09%
$171.38 - $197.01 $21.3K - $24.4K
6.04K $1.18M
QUAL
Ishares Msci Usa Quality Facto

ETFs
329
+ 4.79%
$182.33 - $194.5 $60K - $64K
7.2K $1.4M
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
164
+ 0.24%
$16.28 - $18.33 $2.67K - $3.01K
69.9K $1.28M
SHOP
Shopify Inc.

Technology
95
+ 2.51%
$112.11 - $157.12 $10.7K - $14.9K
3.88K $577K
PHYS
Sprott Physical Gold Trust

Financial Services
400
+ 1.34%
$25.02 - $29.62 $10K - $11.8K
30.2K $895K
PSLV
Sprott Physical Silver Trust

Financial Services
1.6K
+ 4.94%
$12.24 - $15.73 $19.6K - $25.2K
34K $533K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
1.51K
+ 14.45%
$30.06 - $36.69 $45.4K - $55.4K
12K $439K
VTV
Vanguard Value ETF

ETFs
326
+ 6.41%
$175.51 - $186.57 $57.2K - $60.8K
5.41K $1.01M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
3.66K
+ 21.39%
$28.38 - $29.05 $104K - $106K
20.7K $599K
KLAC
Kla Corp

Technology
60
+ 26.09%
$843.9 - $1078.6 $50.6K - $64.7K
290 $312K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.94K
+ 11.05%
$45.26 - $46.63 $87.7K - $90.4K
19.5K $900K
Activity Summary
Buys All Purchases 119 New Holdings 22 Increased Positions 97 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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