Latitude Advisors, LLC Purchases in Q4 2024

Latitude Advisors, LLC

  • $154 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
891
+ 13.24%
$71.75 - $75.11 $63.9K - $66.9K
7.62K $548K
VUG
Vanguard Growth ETF

ETFs
14
+ 1.15%
$378.79 - $428.11 $5.3K - $5.99K
1.23K $506K
T
At&T Inc.

Communication Services
65
+ 0.18%
$21.22 - $23.88 $1.38K - $1.55K
36.8K $838K
PHYS
Sprott Physical Gold Trust

Financial Services
1.67K
+ 6.05%
$19.66 - $21.66 $32.8K - $36.2K
29.2K $588K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
19.2K
+ 114.91%
$22.63 - $47.53 $434K - $912K
35.9K $814K
F
Ford Motor CO

Consumer Cyclical
3.39K
+ 18.95%
$9.69 - $11.4 $32.9K - $38.7K
21.3K $210K
IVE
Ishares S&P 500 Value ETF

ETFs
160
+ 9.66%
$189.5 - $206.17 $30.3K - $33K
1.82K $346K
CEG
Constellation Energy Corp

Utilities
248
+ 23.78%
$224.28 - $285.52 $55.6K - $70.8K
1.29K $290K
PSLV
Sprott Physical Silver Trust

Financial Services
4.14K
+ 15.21%
$9.65 - $11.76 $40K - $48.7K
31.4K $302K
PANW
Palo Alto Networks Inc

Technology
684
+ 101.03%
$181.96 - $405.9 $124K - $278K
1.36K $247K
USFR
Wisdomtree Floating Rate Treas

ETFs
203
+ 1.35%
$50.23 - $50.46 $10.2K - $10.2K
15.2K $765K
ITOT
Ishares Core S&P Total U.S. St

ETFs
25
+ 1.08%
$124.26 - $134.12 $3.11K - $3.35K
2.33K $299K
IWM
Ishares Russell 2000 ETF

ETFs
18
+ 0.78%
$216.13 - $242.4 $3.89K - $4.36K
2.32K $513K
SYK
Stryker Corp

Healthcare
1
+ 0.18%
$345.14 - $392.15 $345 - $392
559 $201K
Arista Networks Inc
3.8K
New
N/A
3.8K $0
Blackrock ETF Trust Ii
912
+ 18.57%
N/A
5.82K $0
Ea Series Trust
27.1K
New
N/A
27.1K $0
VUSB
Vanguard Bd Index Fds
533
+ 4.01%
N/A
13.8K $0
Capital Group Core Balanced
4.84K
+ 58.81%
N/A
13.1K $0
FLQG
Franklin Templeton Libertyq Gl

ETFs
4.91K
New
N/A
4.91K $0
Advisors Inner Circle Fd Ii
21K
+ 3.73%
N/A
585K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
929
+ 19.34%
N/A
5.73K $0
Collaborative Investmnt Ser
12.9K
New
N/A
12.9K $0
SCHO
Schwab Short Term Us Treasury

ETFs
6.69K
+ 102.75%
$24.06 - $48.88 $161K - $327K
13.2K $317K
UPS
United Parcel Service Inc

Industrials
120
+ 6.59%
$122.65 - $138.35 $14.7K - $16.6K
1.94K $244K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
68
+ 0.61%
$20.08 - $20.61 $1.37K - $1.4K
11.2K $224K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
100
+ 0.92%
$23.63 - $26.47 $2.36K - $2.65K
10.9K $259K
CGGO
Capital Group Global Growth Eq

ETFs
138
+ 1.17%
$29.21 - $30.67 $4.03K - $4.23K
12K $349K
BSCU
Invesco Exc Self Ind Tr

ETFs
94
+ 0.63%
$16.32 - $16.99 $1.53K - $1.6K
15K $246K
MRK
Merck & Co., Inc.

Healthcare
394
+ 11.15%
$96.31 - $114.76 $37.9K - $45.2K
3.93K $390K
MBB
Ishares Tr

ETFs
164
+ 2.44%
$91.26 - $95.82 $15K - $15.7K
6.9K $632K
WM
Waste Management Inc

Industrials
3
+ 0.12%
$201.79 - $228.46 $605 - $685
2.5K $504K
MELI
Mercadolibre Inc

Consumer Cyclical
13
+ 12.38%
$1666.0 - $2117.3 $21.7K - $27.5K
118 $200K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
700
+ 2.74%
$45.07 - $47.1 $31.5K - $33K
26.3K $1.19M
SCHP
Schwab Strategic Us Tips ETF

ETFs
9.68K
+ 97.47%
$25.74 - $53.78 $249K - $521K
19.6K $506K
CMCSA
Comcast Corp

Communication Services
95
+ 1.04%
$37.39 - $45.14 $3.55K - $4.29K
9.24K $346K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
4
+ 0.06%
$31.24 - $37.15 $125 - $149
6.78K $217K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
453
+ 0.9%
$27.51 - $29.16 $12.5K - $13.2K
51K $1.43M
EFV
Msci Eafe Value ETF

ETFs
852
+ 4.74%
$51.78 - $57.15 $44.1K - $48.7K
18.8K $987K
CTAS
Cintas Corp

Industrials
4
+ 0.17%
$182.7 - $226.47 $731 - $906
2.4K $439K
DHR
Danaher Corp

Healthcare
7
+ 0.39%
$226.16 - $274.52 $1.58K - $1.92K
1.78K $408K
Activity Summary
Buys All Purchases 92 New Holdings 17 Increased Positions 75 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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