Latitude Advisors, LLC Incresed Positions in Q2 2025

Latitude Advisors, LLC

  • $165 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
339
+ 3.69%
N/A
9.54K $511K
VIG
Vanguard Dividend Appreciation

ETFs
71
+ 0.62%
N/A
11.5K $2.09M
SHV
Ishares Tr

ETFs
53
+ 2.87%
$110.06 - $110.46 $5.83K - $5.85K
1.9K $210K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
60
+ 1.89%
$91.43 - $91.74 $5.49K - $5.5K
3.24K $297K
KO
Coca Cola CO

Consumer Defensive
130
+ 2.34%
$68.37 - $73.9 $8.89K - $9.61K
5.7K $403K
SCHO
Schwab Short Term Us Treasury

ETFs
140
+ 1.05%
$24.19 - $24.45 $3.39K - $3.42K
13.4K $327K
FLMI
Franklin Dynamic Municipal Bon

ETFs
95
+ 0.89%
$23.57 - $24.6 $2.24K - $2.34K
10.8K $261K
SCHP
Schwab Strategic Us Tips ETF

ETFs
163
+ 0.95%
$26.18 - $26.93 $4.27K - $4.39K
17.2K $460K
SPYI
Shp ETF Tr Neos S&P 500 High I
7.42K
+ 123.35%
N/A
13.4K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
477
+ 2.22%
N/A
21.9K $0
Doubleline ETF Trust
838
+ 11.24%
N/A
8.29K $0
Advisors Inner Circle Fd Ii
13.7K
+ 1.98%
N/A
702K $0
FLQG
Franklin Templeton Libertyq Gl

ETFs
11
+ 0.22%
N/A
4.93K $0
Blackrock ETF Trust Ii
197
+ 3.05%
N/A
6.66K $0
Capital Group Dividend Growe
3.1K
+ 17.93%
N/A
20.4K $0
Capital Group Core Balanced
1.18K
+ 7.7%
N/A
16.4K $0
Capital Group Equity ETF Tr
3.06K
+ 24.75%
N/A
15.4K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
61
+ 1.02%
N/A
6.03K $0
Arista Networks Inc
6
+ 0.19%
N/A
3.22K $0
MDLZ
Mondelez International, Inc.

Consumer Defensive
4
+ 0.13%
$63.54 - $68.5 $254 - $274
3.16K $212K
DVY
Ishares Tr

ETFs
2
+ 0.13%
$118.37 - $134.86 $237 - $270
1.56K $207K
HYD
Vaneck High Yield Muni ETF

ETFs
16
+ 0.29%
$49.08 - $51.35 $785 - $822
5.63K $282K
WM
Waste Management Inc

Industrials
3
+ 0.12%
$216.47 - $242.1 $649 - $726
2.51K $573K
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.06%
$126.84 - $145.22 $127 - $145
1.76K $226K
VZ
Verizon Communications Inc

Communication Services
67
+ 0.5%
$41.67 - $45.62 $2.79K - $3.06K
13.5K $584K
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 0.28%
$285.55 - $321.23 $1.43K - $1.61K
1.76K $514K
COP
Conocophillips

Energy
5
+ 0.18%
$82.66 - $106.1 $413 - $531
2.73K $245K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
25
+ 1.84%
$483.48 - $539.8 $12.1K - $13.5K
1.39K $673K
CVX
Chevron Corp

Energy
192
+ 4.98%
$133.73 - $168.51 $25.7K - $32.4K
4.05K $579K
AAPL
Apple Inc.

Technology
337
+ 2.96%
$172.42 - $223.89 $58.1K - $75.5K
11.7K $2.4M
XOM
Exxon Mobil Corp

Energy
15
+ 0.11%
$99.93 - $119.04 $1.5K - $1.79K
13.3K $1.43M
UNH
Unitedhealth Group Inc

Healthcare
30
+ 2.4%
$274.35 - $599.47 $8.23K - $18K
1.28K $399K
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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