Latitude Advisors, LLC Purchases in Q3 2025

Latitude Advisors, LLC

  • $181 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.45K
+ 33.12%
$28.92 - $32.19 $70.9K - $78.9K
9.85K $314K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
520
+ 24.3%
$132.9 - $142.03 $69.1K - $73.9K
2.66K $374K
IVE
Ishares S&P 500 Value ETF

ETFs
232
+ 9.16%
$194.44 - $206.51 $45.1K - $47.9K
2.76K $570K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.87K
+ 8.19%
$22.9 - $23.58 $65.7K - $67.6K
37.9K $888K
MGK
Vanguard Mega Cap Growth ETF

ETFs
25
+ 1.47%
$362.31 - $405.74 $9.06K - $10.1K
1.72K $693K
IEMG
Ishares Inc

ETFs
1.22K
+ 12.75%
N/A
10.8K $576K
XLK
Technology Sector Spdr

ETFs
1
+ 0.05%
$250.97 - $282.66 $251 - $283
2.17K $612K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
986
+ 10.77%
$39.8 - $42.86 $39.2K - $42.3K
10.1K $433K
VZ
Verizon Communications Inc

Communication Services
1.2K
+ 8.89%
$40.84 - $45.06 $49K - $54.1K
14.7K $646K
MBB
Ishares Tr

ETFs
569
+ 8.78%
$92.46 - $95.73 $52.6K - $54.5K
7.05K $670K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
2.34K
+ 26.47%
$24.11 - $24.94 $56.3K - $58.2K
11.2K $278K
HYD
Vaneck High Yield Muni ETF

ETFs
1.11K
+ 19.64%
$48.85 - $50.94 $54K - $56.3K
6.73K $342K
MPC
Marathon Petroleum Corp

Energy
80
+ 4.79%
$158.59 - $198.69 $12.7K - $15.9K
1.75K $337K
AMZN
Amazon Com Inc

Consumer Cyclical
240
+ 1.36%
$211.65 - $238.24 $50.8K - $57.2K
17.8K $3.92M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
643
+ 15.09%
$70.77 - $73.59 $45.5K - $47.3K
4.91K $359K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
865
+ 12.57%
$48.5 - $50.19 $42K - $43.4K
7.75K $387K
AEP
American Electric Power CO Inc

Utilities
242
+ 9.63%
$103.26 - $115.0 $25K - $27.8K
2.75K $309K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
32
+ 0.22%
$53.81 - $57.52 $1.72K - $1.84K
14.8K $853K
DVY
Ishares Tr

ETFs
239
+ 15.31%
$133.88 - $142.57 $32K - $34.1K
1.8K $255K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
49
+ 3.53%
$459.11 - $506.91 $22.5K - $24.8K
1.44K $721K
MLPA
Global X Mlp ETF

ETFs
1.08K
+ 18.82%
$48.25 - $51.56 $51.9K - $55.5K
6.79K $328K
ABC
Amerisourcebergen Corp

Healthcare
180
+ 7.31%
N/A
2.64K $489K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
389
+ 1.49%
$45.6 - $46.92 $17.7K - $18.3K
26.4K $1.24M
ITOT
Ishares Core S&P Total U.S. St

ETFs
17
+ 0.9%
$135.0 - $146.02 $2.3K - $2.48K
1.91K $278K
F
Ford Motor CO

Consumer Cyclical
15
+ 0.08%
$10.82 - $12.09 $162 - $181
18.4K $219K
VIG
Vanguard Dividend Appreciation

ETFs
107
+ 0.93%
N/A
11.6K $2.11M
XLE
Energy Sector Spdr

ETFs
30
+ 1.0%
$84.25 - $91.99 $2.53K - $2.76K
3.03K $270K
SO
Southern CO

Utilities
31
+ 0.86%
$90.83 - $96.0 $2.82K - $2.98K
3.65K $346K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
71
+ 1.11%
$97.75 - $100.75 $6.94K - $7.15K
6.47K $648K
CEG
Constellation Energy Corp

Utilities
7
+ 0.47%
$298.82 - $354.89 $2.09K - $2.48K
1.49K $491K
FLMI
Franklin Dynamic Municipal Bon

ETFs
90
+ 0.84%
$23.96 - $24.81 $2.16K - $2.23K
10.9K $268K
SCHO
Schwab Short Term Us Treasury

ETFs
137
+ 1.02%
$24.23 - $24.42 $3.32K - $3.35K
13.6K $331K
INTU
Intuit Inc

Technology
49
+ 17.01%
$646.03 - $807.39 $31.7K - $39.6K
337 $230K
BSCU
Invesco Exc Self Ind Tr

ETFs
100
+ 0.97%
$16.67 - $17.03 $1.67K - $1.7K
10.4K $176K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
100
+ 0.93%
$21.89 - $22.2 $2.19K - $2.22K
10.9K $239K
SPTS
Spdr Portfolio Short Term Trea

ETFs
64
+ 0.76%
$29.12 - $29.34 $1.86K - $1.88K
8.44K $247K
DHR
Danaher Corp

Healthcare
1
+ 0.06%
$181.46 - $212.2 $181 - $212
1.73K $343K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1
+ 0.01%
$19.49 - $19.61 $19.5 - $19.6
13.2K $257K
Capital Group Core Balanced
26
+ 0.16%
N/A
16.5K $0
Ea Series Trust
690
+ 19.45%
N/A
4.24K $0
Ea Series Trust
2.73K
+ 5.97%
N/A
48.4K $0
Arista Networks Inc
55
+ 1.71%
N/A
3.27K $0
Amplify ETF Tr
6.94K
New
N/A
6.94K $0
Capital Group Equity ETF Tr
8.78K
+ 57.01%
N/A
24.2K $0
Blackrock ETF Trust Ii
1.48K
+ 22.15%
N/A
8.13K $0
VUSB
Vanguard Bd Index Fds
20
+ 0.16%
N/A
12.7K $0
Capital Group Dividend Growe
10.5K
+ 51.28%
N/A
30.9K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
4.69K
New
N/A
4.69K $0
RDFI
Collaborative Invt Ser Tr Rare
19
+ 0.17%
N/A
11.2K $0
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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