Latitude Advisors, LLC Incresed Positions in Q2 2025

Latitude Advisors, LLC

  • $165 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
457
+ 2.26%
$498.8 - $620.9 $228K - $284K
20.6K $12.8M
NVDA
Nvidia Corp

Technology
221
+ 0.97%
$94.31 - $157.99 $20.8K - $34.9K
23K $3.64M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.73K
+ 63.45%
$320.42 - $424.58 $555K - $735K
4.46K $1.89M
AVGO
Broadcom Inc.

Technology
168
+ 2.54%
$146.29 - $275.65 $24.6K - $46.3K
6.78K $1.87M
AMZN
Amazon Com Inc

Consumer Cyclical
397
+ 2.31%
$167.32 - $223.3 $66.4K - $88.7K
17.6K $3.86M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
607
+ 21.76%
$456.74 - $568.03 $277K - $345K
3.4K $1.93M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
9.19K
+ 110.11%
$44.68 - $45.96 $411K - $423K
17.5K $802K
CGGR
Capital Group Growth ETF Shs C

ETFs
1.82K
+ 3.46%
$30.53 - $40.65 $55.7K - $74.1K
54.5K $2.21M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
46
+ 1.45%
$177.93 - $313.14 $8.18K - $14.4K
3.22K $1.01M
CGDV
Capital Group Divid Value ETF

ETFs
2.67K
+ 4.65%
$31.93 - $39.49 $85.2K - $105K
60K $2.37M
SPYG
Spdr Portfolio

ETFs
175
+ 1.02%
$71.83 - $95.32 $12.6K - $16.7K
17.3K $1.65M
VTI
Vanguard Total Stock Market Et

ETFs
148
+ 1.96%
$243.75 - $303.93 $36.1K - $45K
7.71K $2.34M
CAT
Caterpillar Inc

Industrials
278
+ 13.65%
$273.94 - $388.21 $76.2K - $108K
2.31K $898K
CGUS
Capital Group Core Equity ETF
1.37K
+ 2.89%
$29.93 - $36.93 $40.9K - $50.4K
48.7K $1.8M
ORCL
Oracle Corp

Technology
2
+ 0.07%
$122.82 - $218.63 $246 - $437
2.72K $594K
VUG
Vanguard Growth ETF

ETFs
193
+ 11.97%
$329.49 - $438.4 $63.6K - $84.6K
1.81K $791K
CGGO
Capital Group Global Growth Eq

ETFs
3.81K
+ 19.35%
$25.31 - $32.17 $96.5K - $123K
23.5K $751K
VGT
Vanguard Information Technolog

ETFs
7
+ 0.45%
$470.37 - $663.28 $3.29K - $4.64K
1.56K $1.04M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.73K
+ 37.05%
$96.84 - $99.46 $168K - $172K
6.4K $634K
TSLA
Tesla, Inc.

Consumer Cyclical
84
+ 4.2%
$221.86 - $362.89 $18.6K - $30.5K
2.09K $662K
VT
Vanguard Total World Stk Index

ETFs
740
+ 28.4%
$103.16 - $128.52 $76.3K - $95.1K
3.35K $430K
GOOGL
Alphabet Inc.

Communication Services
5
+ 0.09%
$144.7 - $178.6 $724 - $893
5.66K $996K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.15K
+ 17.69%
$51.14 - $57.0 $110K - $123K
14.3K $813K
VEA
Vanguard Ftse Developed Market

ETFs
579
+ 4.36%
$45.65 - $57.01 $26.4K - $33K
13.9K $790K
XLK
Technology Sector Spdr

ETFs
57
+ 2.7%
$179.73 - $253.23 $10.2K - $14.4K
2.17K $549K
SHOP
Shopify Inc.

Technology
112
+ 3.05%
$76.89 - $115.35 $8.61K - $12.9K
3.79K $437K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.11K
+ 5.43%
$83.97 - $92.85 $177K - $196K
40.9K $3.61M
MELI
Mercadolibre Inc

Consumer Cyclical
1
+ 0.88%
$1794.73 - $2613.63 $1.79K - $2.61K
115 $300K
DIS
Walt Disney CO

Communication Services
41
+ 1.44%
$81.72 - $124.01 $3.35K - $5.08K
2.88K $357K
XLI
Industrial Sector Spdr

ETFs
301
+ 15.99%
$116.42 - $147.52 $35K - $44.4K
2.18K $322K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
922
+ 11.2%
$32.66 - $40.75 $30.1K - $37.6K
9.15K $370K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
122
+ 5.02%
$82.32 - $112.47 $10K - $13.7K
2.55K $287K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.26K
+ 22.38%
$48.13 - $49.85 $60.6K - $62.8K
6.88K $337K
WMT
Walmart Inc.

Consumer Defensive
79
+ 1.74%
$81.79 - $99.98 $6.46K - $7.9K
4.62K $451K
PHYS
Sprott Physical Gold Trust

Financial Services
600
+ 2.05%
$22.82 - $26.29 $13.7K - $15.8K
29.8K $756K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
653
+ 5.83%
$35.35 - $42.68 $23.1K - $27.9K
11.9K $504K
PANW
Palo Alto Networks Inc

Technology
8
+ 0.65%
$152.44 - $204.64 $1.22K - $1.64K
1.24K $254K
CTAS
Cintas Corp

Industrials
4
+ 0.17%
$190.11 - $227.66 $760 - $911
2.41K $537K
CSX
Csx Corp

Industrials
3
+ 0.03%
$26.69 - $32.91 $80.1 - $98.7
11.9K $387K
NVS
Novartis Ag

Healthcare
19
+ 0.55%
$101.96 - $121.01 $1.94K - $2.3K
3.5K $423K
IEFA
Ishares Tr

ETFs
69
+ 1.95%
$67.83 - $84.09 $4.68K - $5.8K
3.6K $300K
PSLV
Sprott Physical Silver Trust

Financial Services
1K
+ 3.19%
$9.98 - $12.51 $9.98K - $12.5K
32.4K $396K
SYY
Sysco Corp

Consumer Defensive
392
+ 12.83%
$68.0 - $75.91 $26.7K - $29.8K
3.45K $261K
HD
Home Depot, Inc.

Consumer Cyclical
87
+ 3.23%
$335.24 - $380.78 $29.2K - $33.1K
2.78K $1.02M
MA
Mastercard Inc

Financial Services
3
+ 0.19%
$479.92 - $590.74 $1.44K - $1.77K
1.61K $905K
VTV
Vanguard Value ETF

ETFs
15
+ 0.3%
$153.67 - $176.74 $2.31K - $2.65K
5.08K $898K
DGRO
Ishares Core Dividend Growth E

ETFs
23
+ 0.23%
$55.22 - $63.94 $1.27K - $1.47K
10K $642K
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 1.76%
$908.13 - $1056.85 $5.45K - $6.34K
347 $343K
T
At&T Inc.

Communication Services
15
+ 0.05%
$26.33 - $28.94 $395 - $434
31.3K $907K
Activity Summary
Buys All Purchases 111 New Holdings 28 Increased Positions 83 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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