Latitude Advisors, LLC Incresed Positions in Q4 2024

Latitude Advisors, LLC

  • $154 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
18
+ 0.78%
$216.13 - $242.4 $3.89K - $4.36K
2.32K $513K
VUSB
Vanguard Bd Index Fds
533
+ 4.01%
N/A
13.8K $0
SYK
Stryker Corp

Healthcare
1
+ 0.18%
$345.14 - $392.15 $345 - $392
559 $201K
Advisors Inner Circle Fd Ii
21K
+ 3.73%
N/A
585K $0
Blackrock ETF Trust Ii
912
+ 18.57%
N/A
5.82K $0
Capital Group Core Balanced
4.84K
+ 58.81%
N/A
13.1K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
929
+ 19.34%
N/A
5.73K $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
BSCU
Invesco Exc Self Ind Tr

ETFs
94
+ 0.63%
$16.32 - $16.99 $1.53K - $1.6K
15K $246K
CGGO
Capital Group Global Growth Eq

ETFs
138
+ 1.17%
$29.21 - $30.67 $4.03K - $4.23K
12K $349K
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
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
4
+ 0.06%
$31.24 - $37.15 $125 - $149
6.78K $217K
CMCSA
Comcast Corp

Communication Services
95
+ 1.04%
$37.39 - $45.14 $3.55K - $4.29K
9.24K $346K
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
Track This Portfolio

Track Latitude Advisors, LLC Portfolio

Follow Latitude Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Latitude Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Latitude Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email