Latitude Advisors, LLC Purchases in Q3 2024

Latitude Advisors, LLC

  • $153 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
311
+ 22.36%
$285.48 - $330.24 $88.8K - $103K
1.7K $547K
MBB
Ishares Tr

ETFs
896
+ 15.35%
$90.85 - $96.66 $81.4K - $86.6K
6.74K $645K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.39K
+ 19.09%
$54.98 - $59.51 $76.6K - $82.9K
8.69K $517K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
26
+ 1.84%
$405.19 - $478.57 $10.5K - $12.4K
1.44K $663K
VGT
Vanguard Information Technolog

ETFs
121
+ 7.49%
$514.43 - $606.85 $62.2K - $73.4K
1.74K $1.02M
IBM
International Business Machines Corp

Technology
35
+ 2.17%
$175.1 - $223.38 $6.13K - $7.82K
1.65K $364K
ORCL
Oracle Corp

Technology
72
+ 2.92%
$125.9 - $170.35 $9.06K - $12.3K
2.54K $432K
CGUS
Capital Group Core Equity ETF
444
+ 1.47%
$31.19 - $34.33 $13.8K - $15.2K
30.6K $1.05M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.01K
+ 16.13%
$41.9 - $48.26 $42.4K - $48.9K
7.29K $348K
CTAS
Cintas Corp

Industrials
1.8K
+ 300.5%
$201.38 - $819.83 $362K - $1.48M
2.4K $493K
VTV
Vanguard Value ETF

ETFs
23
+ 0.5%
$159.75 - $174.57 $3.67K - $4.02K
4.63K $808K
IYW
Ishares Dj Us Tech ETF

ETFs
424
+ 16.12%
$133.16 - $158.73 $56.5K - $67.3K
3.06K $463K
JPM
Jpmorgan Chase & CO

Financial Services
110
+ 2.14%
$194.9 - $224.8 $21.4K - $24.7K
5.26K $1.11M
CEG
Constellation Energy Corp

Utilities
1
+ 0.1%
$167.08 - $262.86 $167 - $263
1.04K $271K
SO
Southern CO

Utilities
139
+ 3.56%
$77.0 - $90.52 $10.7K - $12.6K
4.05K $364K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
21
+ 0.66%
$138.85 - $182.81 $2.92K - $3.84K
3.2K $568K
WMT
Walmart Inc.

Consumer Defensive
88
+ 2.12%
$66.91 - $81.4 $5.89K - $7.16K
4.23K $341K
ENB
Enbridge Inc

Energy
763
+ 12.49%
$35.27 - $41.18 $26.9K - $31.4K
6.87K $278K
VUG
Vanguard Growth ETF

ETFs
122
+ 11.12%
$341.08 - $391.94 $41.6K - $47.8K
1.22K $468K
IEMG
Ishares Inc

ETFs
1.07K
+ 21.53%
$53.64 - $53.64 $57.2K - $57.2K
6.02K $322K
BSCU
Invesco Exc Self Ind Tr

ETFs
2.73K
+ 22.41%
$16.19 - $17.05 $44.3K - $46.6K
14.9K $253K
HDV
Ishares Core High Dividend ETF

ETFs
270
+ 10.46%
$107.62 - $118.76 $29.1K - $32.1K
2.85K $335K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.44K
+ 15.28%
$19.2 - $19.63 $46.9K - $47.9K
18.4K $360K
KO
Coca Cola CO

Consumer Defensive
12
+ 0.19%
$62.69 - $73.01 $752 - $876
6.41K $460K
ANET
Arista Networks, Inc.

Technology
58
+ 6.5%
$311.42 - $388.21 $18.1K - $22.5K
950 $364K
BND
Vanguard Bd Index Fd Inc Total

ETFs
420
+ 6.66%
$71.45 - $75.64 $30K - $31.8K
6.73K $505K
PG
Procter & Gamble CO

Consumer Defensive
80
+ 1.93%
$160.76 - $177.82 $12.9K - $14.2K
4.23K $731K
V
Visa Inc.

Financial Services
33
+ 1.06%
$253.74 - $291.56 $8.37K - $9.62K
3.14K $863K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
262
+ 2.78%
$98.99 - $101.51 $25.9K - $26.6K
9.69K $981K
AMZN
Amazon Com Inc

Consumer Cyclical
829
+ 5.09%
$161.02 - $200.0 $133K - $166K
17.1K $3.19M
PFE
Pfizer Inc

Healthcare
923
+ 6.23%
$27.7 - $31.39 $25.6K - $29K
15.7K $455K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1
+ 0.03%
$95.1 - $106.76 $95.1 - $107
3.79K $405K
XOM
Exxon Mobil Corp

Energy
88
+ 0.66%
$109.72 - $119.0 $9.66K - $10.5K
13.4K $1.57M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
160
+ 9.12%
$117.9 - $128.2 $18.9K - $20.5K
1.91K $245K
DGRO
Ishares Core Dividend Growth E

ETFs
58
+ 0.94%
$57.47 - $62.76 $3.33K - $3.64K
6.22K $390K
TTD
Trade Desk, Inc.

Technology
30
+ 1.13%
$83.08 - $110.79 $2.49K - $3.32K
2.7K $295K
SCHP
Schwab Strategic Us Tips ETF

ETFs
312
+ 3.24%
$51.58 - $53.79 $16.1K - $16.8K
9.94K $532K
NFLX
Netflix Inc

Communication Services
11
+ 1.57%
$598.55 - $722.26 $6.58K - $7.94K
712 $505K
CMCSA
Comcast Corp

Communication Services
145
+ 1.61%
$37.33 - $41.78 $5.41K - $6.06K
9.15K $382K
MDLZ
Mondelez International, Inc.

Consumer Defensive
4
+ 0.11%
$64.35 - $75.71 $257 - $303
3.58K $263K
SYY
Sysco Corp

Consumer Defensive
1
+ 0.03%
$69.16 - $78.98 $69.2 - $79
3.44K $268K
USFR
Wisdomtree Floating Rate Treas

ETFs
446
+ 3.06%
$50.2 - $50.48 $22.4K - $22.5K
15K $754K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
116
+ 3.61%
$147.95 - $191.05 $17.2K - $22.2K
3.33K $578K
ITOT
Ishares Core S&P Total U.S. St

ETFs
24
+ 1.05%
$113.41 - $125.62 $2.72K - $3.01K
2.31K $289K
VIG
Vanguard Dividend Appreciation

ETFs
113
+ 1.04%
$182.15 - $182.15 $20.6K - $20.6K
11K $2M
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 1.21%
$801.83 - $917.05 $3.21K - $3.67K
335 $296K
CGGO
Capital Group Global Growth Eq

ETFs
194
+ 1.67%
$27.25 - $30.52 $5.29K - $5.92K
11.8K $356K
CSX
Csx Corp

Industrials
4
+ 0.03%
$32.48 - $35.45 $130 - $142
13.1K $450K
UPS
United Parcel Service Inc

Industrials
97
+ 5.63%
$123.32 - $147.38 $12K - $14.3K
1.82K $248K
Activity Summary
Buys All Purchases 127 New Holdings 21 Increased Positions 106 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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