Latitude Advisors, LLC Incresed Positions in Q1 2025

Latitude Advisors, LLC

  • $144 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
3.72K
+ 23.88%
$243.19 - $288.14 $905K - $1.07M
19.3K $5.56M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.24K
+ 323.73%
$408.78 - $448.82 $914K - $1M
2.93K $1.23M
LLY
Eli Lilly & CO

Healthcare
993
+ 79.25%
$725.72 - $929.72 $721K - $923K
2.25K $1.85M
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
31.5K
+ 61.72%
$26.82 - $28.5 $845K - $898K
82.5K $2.25M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
17.1K
+ 27.51%
$27.01 - $28.54 $462K - $488K
79.2K $2.22M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.02K
+ 8.45%
$85.29 - $92.57 $258K - $280K
38.8K $3.53M
CGUS
Capital Group Core Equity ETF
13.2K
+ 38.83%
$33.08 - $36.62 $438K - $484K
47.3K $1.58M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
837
+ 42.86%
$507.05 - $563.67 $424K - $472K
2.79K $1.43M
CGDV
Capital Group Divid Value ETF

ETFs
9.83K
+ 20.69%
$34.95 - $37.36 $344K - $367K
57.4K $2.04M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
3.66K
+ 52.57%
$96.88 - $111.25 $355K - $407K
10.6K $1.06M
CGGR
Capital Group Growth ETF Shs C

ETFs
10.8K
+ 25.81%
$33.98 - $39.84 $367K - $430K
52.7K $1.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.73K
+ 23.15%
$168.16 - $186.21 $291K - $322K
9.2K $1.57M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
5.53K
+ 27.02%
$48.06 - $53.73 $266K - $297K
26K $1.27M
CGGO
Capital Group Global Growth Eq

ETFs
7.73K
+ 64.58%
$28.33 - $30.84 $219K - $238K
19.7K $557K
IVE
Ishares S&P 500 Value ETF

ETFs
957
+ 52.67%
$185.78 - $198.58 $178K - $190K
2.77K $528K
MA
Mastercard Inc

Financial Services
271
+ 20.25%
$504.67 - $576.31 $137K - $156K
1.61K $881K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.49K
+ 59.02%
$51.45 - $58.51 $179K - $204K
9.4K $486K
SPYG
Spdr Portfolio

ETFs
2.86K
+ 20.02%
$80.05 - $92.39 $229K - $264K
17.1K $1.38M
PEP
Pepsico Inc

Consumer Defensive
814
+ 35.19%
$142.64 - $156.42 $116K - $127K
3.13K $468K
PM
Philip Morris International Inc.

Consumer Defensive
96
+ 3.89%
$117.15 - $158.79 $11.2K - $15.2K
2.56K $406K
V
Visa Inc.

Financial Services
7
+ 0.23%
$306.92 - $362.71 $2.15K - $2.54K
3.11K $1.09M
EFG
Msci Eafe Growth ETF

ETFs
708
+ 6.04%
$96.1 - $106.37 $68K - $75.3K
12.4K $1.24M
JNJ
Johnson & Johnson

Healthcare
374
+ 19.06%
$142.06 - $167.7 $53.1K - $62.7K
2.34K $387K
PLTR
Palantir Technologies Inc.

Technology
640
+ 11.81%
$64.98 - $124.62 $41.6K - $79.8K
6.06K $511K
ADBE
Adobe Inc.

Technology
347
+ 62.86%
$377.84 - $464.11 $131K - $161K
899 $344K
VUG
Vanguard Growth ETF

ETFs
379
+ 30.74%
$369.1 - $427.61 $140K - $162K
1.61K $597K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.65K
+ 15.7%
$56.17 - $59.71 $92.7K - $98.5K
12.2K $694K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.68K
+ 7.48%
$22.46 - $23.26 $60.3K - $62.4K
38.6K $893K
DGRO
Ishares Core Dividend Growth E

ETFs
1.16K
+ 13.06%
$60.46 - $64.42 $70K - $74.6K
10K $619K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
588
+ 10.82%
$97.38 - $104.52 $57.3K - $61.5K
6.02K $615K
WM
Waste Management Inc

Industrials
3
+ 0.12%
$200.54 - $233.78 $602 - $701
2.51K $579K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.4K
+ 16.43%
$54.25 - $57.64 $76.1K - $80.8K
9.94K $547K
QCOM
Qualcomm Inc

Technology
473
+ 17.28%
$151.94 - $175.86 $71.9K - $83.2K
3.21K $493K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
580
+ 5.31%
$24.11 - $28.41 $14K - $16.5K
11.5K $326K
CAH
Cardinal Health Inc

Healthcare
128
+ 5.3%
$118.02 - $137.77 $15.1K - $17.6K
2.55K $350K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
828
+ 3.15%
$44.72 - $46.25 $37K - $38.3K
27.1K $1.25M
VGIT
Vanguard Intermediate Term Tre

ETFs
902
+ 23.36%
$57.44 - $59.4 $51.8K - $53.6K
4.76K $282K
MTB
M&T Bank Corp

Financial Services
394
+ 28.97%
$170.47 - $201.98 $67.2K - $79.6K
1.75K $313K
CTAS
Cintas Corp

Industrials
3
+ 0.12%
$182.09 - $208.14 $546 - $624
2.41K $494K
FLMI
Franklin Dynamic Municipal Bon

ETFs
2.08K
+ 24.15%
$24.22 - $24.86 $50.3K - $51.6K
10.7K $260K
HYD
Vaneck High Yield Muni ETF

ETFs
992
+ 21.48%
$50.79 - $52.53 $50.4K - $52.1K
5.61K $287K
ADP
Automatic Data Processing Inc

Industrials
118
+ 15.19%
$286.85 - $318.64 $33.8K - $37.6K
895 $273K
AIG
American International Group, Inc.

Financial Services
1
+ 0.04%
$70.5 - $86.94 $70.5 - $86.9
2.84K $246K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
154
+ 3.1%
$87.68 - $94.52 $13.5K - $14.6K
5.11K $478K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
256
+ 13.59%
$126.11 - $135.06 $32.3K - $34.6K
2.14K $275K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
533
+ 7.92%
$42.5 - $46.71 $22.7K - $24.9K
7.26K $328K
SYK
Stryker Corp

Healthcare
64
+ 11.45%
$355.18 - $399.9 $22.7K - $25.6K
623 $231K
MBB
Ishares Tr

ETFs
129
+ 1.87%
$90.37 - $94.08 $11.7K - $12.1K
7.03K $659K
IEMG
Ishares Inc

ETFs
432
+ 4.93%
N/A
9.2K $493K
Activity Summary
Buys All Purchases 100 New Holdings 15 Increased Positions 85 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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