Latitude Advisors, LLC Purchases in Q1 2025

Latitude Advisors, LLC

  • $144 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CTAS
Cintas Corp

Industrials
3
+ 0.12%
$182.09 - $208.14 $546 - $624
2.41K $494K
FLMI
Franklin Dynamic Municipal Bon

ETFs
2.08K
+ 24.15%
$24.22 - $24.86 $50.3K - $51.6K
10.7K $260K
HYD
Vaneck High Yield Muni ETF

ETFs
992
+ 21.48%
$50.79 - $52.53 $50.4K - $52.1K
5.61K $287K
ADP
Automatic Data Processing Inc

Industrials
118
+ 15.19%
$286.85 - $318.64 $33.8K - $37.6K
895 $273K
AIG
American International Group, Inc.

Financial Services
1
+ 0.04%
$70.5 - $86.94 $70.5 - $86.9
2.84K $246K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
154
+ 3.1%
$87.68 - $94.52 $13.5K - $14.6K
5.11K $478K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
256
+ 13.59%
$126.11 - $135.06 $32.3K - $34.6K
2.14K $275K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
533
+ 7.92%
$42.5 - $46.71 $22.7K - $24.9K
7.26K $328K
SYK
Stryker Corp

Healthcare
64
+ 11.45%
$355.18 - $399.9 $22.7K - $25.6K
623 $231K
MBB
Ishares Tr

ETFs
129
+ 1.87%
$90.37 - $94.08 $11.7K - $12.1K
7.03K $659K
SPMD
Spdr Portfolio

ETFs
704
+ 14.41%
$50.21 - $57.73 $35.3K - $40.6K
5.59K $286K
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 3.02%
$890.62 - $1076.86 $8.91K - $10.8K
341 $322K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.42K
+ 14.51%
$40.03 - $46.81 $56.8K - $66.4K
11.2K $456K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
37
+ 0.55%
$30.38 - $34.94 $1.12K - $1.29K
6.81K $233K
COP
Conocophillips

Energy
4
+ 0.15%
$88.6 - $105.85 $354 - $423
2.73K $286K
HD
Home Depot, Inc.

Consumer Cyclical
187
+ 7.45%
$347.25 - $424.87 $64.9K - $79.5K
2.7K $988K
WMT
Walmart Inc.

Consumer Defensive
264
+ 6.18%
$84.5 - $105.05 $22.3K - $27.7K
4.54K $398K
CEG
Constellation Energy Corp

Utilities
197
+ 15.26%
$201.63 - $347.44 $39.7K - $68.4K
1.49K $300K
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
626
+ 0.77%
$14.01 - $15.76 $8.77K - $9.87K
82.1K $1.19M
MRK
Merck & Co., Inc.

Healthcare
486
+ 12.37%
$83.01 - $101.02 $40.3K - $49.1K
4.41K $396K
BSCU
Invesco Exc Self Ind Tr

ETFs
163
+ 1.08%
$16.2 - $16.64 $2.64K - $2.71K
15.2K $252K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
226
+ 1.32%
$19.42 - $19.54 $4.39K - $4.42K
17.4K $339K
SCHO
Schwab Short Term Us Treasury

ETFs
95
+ 0.72%
$24.1 - $24.34 $2.29K - $2.31K
13.3K $323K
IVV
Ishares Core S&P 500 ETF

ETFs
922
+ 4.79%
$554.06 - $615.85 $511K - $568K
20.2K $11.3M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
35
+ 0.39%
$23.55 - $23.74 $824 - $831
8.93K $210K
IFRA
Ishares Tr

ETFs
117
+ 2.68%
$44.8 - $49.25 $5.24K - $5.76K
4.49K $202K
Ea Series Trust
4.97K
+ 18.31%
N/A
32.1K $0
FLQG
Franklin Templeton Libertyq Gl

ETFs
9
+ 0.18%
N/A
4.92K $0
Doubleline ETF Trust
1.7K
+ 29.63%
N/A
7.46K $0
Advisors Inner Circle Fd Ii
103K
+ 17.63%
N/A
688K $0
Capital Group Core Balanced
2.18K
+ 16.67%
N/A
15.3K $0
Collaborative Investmnt Ser
9.15K
+ 70.69%
N/A
22.1K $0
Capital Group Equity ETF Tr
12.3K
New
N/A
12.3K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
241
+ 4.2%
N/A
5.97K $0
Blackrock ETF Trust Ii
640
+ 10.99%
N/A
6.46K $0
CGMU
Capital Group Core Plus Income
7.82K
New
N/A
7.82K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
6.02K
New
N/A
6.02K $0
Capital Group Dividend Growe
17.3K
New
N/A
17.3K $0
ITOT
Ishares Core S&P Total U.S. St

ETFs
2
+ 0.09%
$120.29 - $134.6 $241 - $269
2.33K $284K
SHOP
Shopify Inc.

Technology
66
+ 1.83%
$90.59 - $129.31 $5.98K - $8.53K
3.68K $351K
ORCL
Oracle Corp

Technology
232
+ 9.34%
$139.81 - $186.47 $32.4K - $43.3K
2.72K $379K
GOOGL
Alphabet Inc.

Communication Services
752
+ 15.35%
$154.33 - $206.19 $116K - $155K
5.65K $874K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.06%
$307.43 - $357.48 $307 - $357
1.7K $524K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
13
+ 0.41%
$203.38 - $274.79 $2.64K - $3.57K
3.17K $651K
TSLA
Tesla, Inc.

Consumer Cyclical
517
+ 34.84%
$222.15 - $428.22 $115K - $221K
2K $518K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
49
+ 1.51%
$165.25 - $224.62 $8.1K - $11K
3.29K $545K
MSFT
Microsoft Corp

Technology
289
+ 4.34%
$375.39 - $447.2 $108K - $129K
6.94K $2.61M
AAPL
Apple Inc.

Technology
398
+ 3.63%
$209.68 - $247.1 $83.5K - $98.3K
11.4K $2.53M
AMZN
Amazon Com Inc

Consumer Cyclical
128
+ 0.75%
$190.26 - $242.06 $24.4K - $31K
17.2K $3.27M
Activity Summary
Buys All Purchases 100 New Holdings 15 Increased Positions 85 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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