Latitude Advisors, LLC Incresed Positions in Q3 2024

Latitude Advisors, LLC

  • $153 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
12.2K
+ 40.05%
$60.84 - $67.51 $742K - $824K
42.7K $2.88M
GLD
Spdr Gold Trust

ETFs
531
+ 3.84%
$215.56 - $246.98 $114K - $131K
14.4K $3.49M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.42K
+ 8.7%
$89.91 - $101.33 $218K - $245K
30.2K $2.97M
AAPL
Apple Inc.

Technology
50
+ 0.29%
$207.23 - $234.82 $10.4K - $11.7K
17.2K $4.01M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.71K
+ 33.96%
$162.64 - $179.3 $277K - $306K
6.73K $1.21M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.25K
+ 74.9%
$84.77 - $97.13 $275K - $315K
7.58K $725K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.61K
+ 28.11%
$44.83 - $47.42 $252K - $266K
25.6K $1.2M
CGDV
Capital Group Divid Value ETF

ETFs
3.73K
+ 9.66%
$32.96 - $36.48 $123K - $136K
42.4K $1.54M
EFG
Msci Eafe Growth ETF

ETFs
2.11K
+ 30.5%
$96.84 - $108.77 $205K - $230K
9.05K $973K
META
Meta Platforms, Inc.

Communication Services
93
+ 3.8%
$453.41 - $572.44 $42.2K - $53.2K
2.54K $1.46M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.94K
+ 48.63%
$44.24 - $49.47 $174K - $195K
12K $595K
HD
Home Depot, Inc.

Consumer Cyclical
51
+ 1.75%
$333.64 - $405.2 $17K - $20.7K
2.97K $1.2M
UNH
Unitedhealth Group Inc

Healthcare
137
+ 8.89%
$488.01 - $604.18 $66.9K - $82.8K
1.68K $981K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.62K
+ 24.6%
$96.25 - $101.98 $156K - $165K
8.19K $829K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.54K
+ 31.87%
$83.76 - $91.82 $129K - $142K
6.39K $583K
AVGO
Broadcom Inc.

Technology
5.85K
+ 998.29%
$136.27 - $1745.86 $797K - $10.2M
6.44K $1.11M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.75K
+ 19.72%
$45.2 - $47.87 $124K - $132K
16.7K $793K
T
At&T Inc.

Communication Services
2.63K
+ 7.71%
$18.21 - $22.28 $47.9K - $58.6K
36.8K $808K
CAT
Caterpillar Inc

Industrials
71
+ 3.32%
$316.8 - $391.12 $22.5K - $27.8K
2.21K $863K
MCD
Mcdonalds Corp

Consumer Cyclical
33
+ 1.28%
$245.82 - $304.51 $8.11K - $10K
2.61K $794K
EFV
Msci Eafe Value ETF

ETFs
1.07K
+ 6.33%
$51.72 - $57.96 $55.3K - $62K
18K $1.03M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
92
+ 0.5%
$77.02 - $85.06 $7.09K - $7.83K
18.5K $1.56M
IWF
Ishares Russell 1000 Gr ETF

ETFs
290
+ 14.27%
$332.02 - $382.76 $96.3K - $111K
2.32K $871K
CGGR
Capital Group Growth ETF Shs C

ETFs
1.63K
+ 4.24%
$30.71 - $34.79 $50.2K - $56.8K
40.1K $1.4M
IWM
Ishares Russell 2000 ETF

ETFs
408
+ 21.52%
$200.87 - $224.6 $82K - $91.6K
2.3K $508K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.17K
+ 25.73%
$75.88 - $83.21 $88.5K - $97K
5.7K $474K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
137
+ 8.16%
$475.2 - $527.7 $65.1K - $72.3K
1.82K $957K
IVE
Ishares S&P 500 Value ETF

ETFs
495
+ 42.6%
$181.06 - $197.17 $89.6K - $97.6K
1.66K $326K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.74K
+ 41.85%
$56.04 - $62.99 $97.5K - $110K
5.9K $360K
VNQ
Vanguard Specialized Funds Van

ETFs
481
+ 9.92%
$82.97 - $98.97 $39.9K - $47.6K
5.33K $519K
VEA
Vanguard Ftse Developed Market

ETFs
1.35K
+ 10.92%
$47.6 - $53.31 $64.4K - $72.1K
13.7K $725K
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
VGT
Vanguard Information Technolog

ETFs
121
+ 7.49%
$514.43 - $606.85 $62.2K - $73.4K
1.74K $1.02M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
26
+ 1.84%
$405.19 - $478.57 $10.5K - $12.4K
1.44K $663K
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
JNJ
Johnson & Johnson

Healthcare
251
+ 12.67%
$145.48 - $167.38 $36.5K - $42K
2.23K $361K
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
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
SO
Southern CO

Utilities
139
+ 3.56%
$77.0 - $90.52 $10.7K - $12.6K
4.05K $364K
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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