Latitude Advisors, LLC Purchases in Q2 2025

Latitude Advisors, LLC

  • $165 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLI
Industrial Sector Spdr

ETFs
301
+ 15.99%
$116.42 - $147.52 $35K - $44.4K
2.18K $322K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
922
+ 11.2%
$32.66 - $40.75 $30.1K - $37.6K
9.15K $370K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
122
+ 5.02%
$82.32 - $112.47 $10K - $13.7K
2.55K $287K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.26K
+ 22.38%
$48.13 - $49.85 $60.6K - $62.8K
6.88K $337K
PHYS
Sprott Physical Gold Trust

Financial Services
600
+ 2.05%
$22.82 - $26.29 $13.7K - $15.8K
29.8K $756K
WMT
Walmart Inc.

Consumer Defensive
79
+ 1.74%
$81.79 - $99.98 $6.46K - $7.9K
4.62K $451K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
653
+ 5.83%
$35.35 - $42.68 $23.1K - $27.9K
11.9K $504K
PANW
Palo Alto Networks Inc

Technology
8
+ 0.65%
$152.44 - $204.64 $1.22K - $1.64K
1.24K $254K
CTAS
Cintas Corp

Industrials
4
+ 0.17%
$190.11 - $227.66 $760 - $911
2.41K $537K
CSX
Csx Corp

Industrials
3
+ 0.03%
$26.69 - $32.91 $80.1 - $98.7
11.9K $387K
IEFA
Ishares Tr

ETFs
69
+ 1.95%
$67.83 - $84.09 $4.68K - $5.8K
3.6K $300K
PSLV
Sprott Physical Silver Trust

Financial Services
1K
+ 3.19%
$9.98 - $12.51 $9.98K - $12.5K
32.4K $396K
HD
Home Depot, Inc.

Consumer Cyclical
87
+ 3.23%
$335.24 - $380.78 $29.2K - $33.1K
2.78K $1.02M
SYY
Sysco Corp

Consumer Defensive
392
+ 12.83%
$68.0 - $75.91 $26.7K - $29.8K
3.45K $261K
MA
Mastercard Inc

Financial Services
3
+ 0.19%
$479.92 - $590.74 $1.44K - $1.77K
1.61K $905K
VTV
Vanguard Value ETF

ETFs
15
+ 0.3%
$153.67 - $176.74 $2.31K - $2.65K
5.08K $898K
DGRO
Ishares Core Dividend Growth E

ETFs
23
+ 0.23%
$55.22 - $63.94 $1.27K - $1.47K
10K $642K
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 1.76%
$908.13 - $1056.85 $5.45K - $6.34K
347 $343K
T
At&T Inc.

Communication Services
15
+ 0.05%
$26.33 - $28.94 $395 - $434
31.3K $907K
IEMG
Ishares Inc

ETFs
339
+ 3.69%
N/A
9.54K $511K
VIG
Vanguard Dividend Appreciation

ETFs
71
+ 0.62%
N/A
11.5K $2.09M
SHV
Ishares Tr

ETFs
53
+ 2.87%
$110.06 - $110.46 $5.83K - $5.85K
1.9K $210K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
60
+ 1.89%
$91.43 - $91.74 $5.49K - $5.5K
3.24K $297K
KO
Coca Cola CO

Consumer Defensive
130
+ 2.34%
$68.37 - $73.9 $8.89K - $9.61K
5.7K $403K
SCHO
Schwab Short Term Us Treasury

ETFs
140
+ 1.05%
$24.19 - $24.45 $3.39K - $3.42K
13.4K $327K
SCHP
Schwab Strategic Us Tips ETF

ETFs
163
+ 0.95%
$26.18 - $26.93 $4.27K - $4.39K
17.2K $460K
FLMI
Franklin Dynamic Municipal Bon

ETFs
95
+ 0.89%
$23.57 - $24.6 $2.24K - $2.34K
10.8K $261K
SPYI
Shp ETF Tr Neos S&P 500 High I
7.42K
+ 123.35%
N/A
13.4K $0
Doubleline ETF Trust
838
+ 11.24%
N/A
8.29K $0
RDFI
Collaborative Invt Ser Tr Rare
11.1K
New
N/A
11.1K $0
Capital Group Equity ETF Tr
3.06K
+ 24.75%
N/A
15.4K $0
Capital Group Dividend Growe
3.1K
+ 17.93%
N/A
20.4K $0
Capital Group Core Balanced
1.18K
+ 7.7%
N/A
16.4K $0
Blackrock ETF Trust Ii
197
+ 3.05%
N/A
6.66K $0
Arista Networks Inc
6
+ 0.19%
N/A
3.22K $0
Ea Series Trust
45.6K
New
N/A
45.6K $0
Ea Series Trust
3.55K
New
N/A
3.55K $0
Ea Series Trust
914
+ 2.85%
N/A
33K $0
Advisors Inner Circle Fd Ii
13.7K
+ 1.98%
N/A
702K $0
ETF Opportunities Trust
5.58K
New
N/A
5.58K $0
Goldman Sachs ETF Tr
4.45K
New
N/A
4.45K $0
Goldman Sachs ETF Tr
4.29K
New
N/A
4.29K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
477
+ 2.22%
N/A
21.9K $0
J P Morgan Exchange Traded F
4.57K
New
N/A
4.57K $0
FLQG
Franklin Templeton Libertyq Gl

ETFs
11
+ 0.22%
N/A
4.93K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
61
+ 1.02%
N/A
6.03K $0
FIGB
Fidelity Merrimack Str Tr
8.06K
New
N/A
8.06K $0
MDLZ
Mondelez International, Inc.

Consumer Defensive
4
+ 0.13%
$63.54 - $68.5 $254 - $274
3.16K $212K
DVY
Ishares Tr

ETFs
2
+ 0.13%
$118.37 - $134.86 $237 - $270
1.56K $207K
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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