Latitude Advisors, LLC Reduced Holdings in Q1 2025

Latitude Advisors, LLC

  • $144 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-21.8K
- 87.26%
$91.45 - $91.75 $1.99M - $2M
3.18K $291K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-4.34K
- 61.4%
$360.07 - $417.26 $1.56M - $1.81M
2.73K $985K
SHV
Ishares Tr

ETFs
-15.2K
- 89.14%
$110.11 - $110.51 $1.67M - $1.68M
1.85K $204K
VTV
Vanguard Value ETF

ETFs
-9.15K
- 64.34%
$167.73 - $179.21 $1.53M - $1.64M
5.07K $875K
SPY
Spdr S&P 500 ETF Trust

ETFs
-854
- 7.78%
$551.42 - $612.93 $471K - $523K
10.1K $5.66M
NVDA
Nvidia Corp

Technology
-1.3K
- 5.38%
$106.98 - $149.43 $139K - $194K
22.8K $2.47M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-5.46K
- 9.16%
$64.88 - $72.1 $354K - $394K
54.2K $3.56M
AVGO
Broadcom Inc.

Technology
-5
- 0.08%
$167.43 - $244.7 $837 - $1.22K
6.61K $1.11M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-5.42K
- 31.85%
$59.78 - $60.03 $324K - $325K
11.6K $694K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-6.52K
- 21.58%
$50.39 - $50.66 $329K - $330K
23.7K $1.2M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.06K
- 15.01%
$140.44 - $166.79 $148K - $176K
5.98K $839K
TYL
Tyler Technologies Inc

Technology
-500
- 5.81%
$553.41 - $646.74 $277K - $323K
8.11K $4.72M
IWM
Ishares Russell 2000 ETF

ETFs
-590
- 25.41%
$198.1 - $229.79 $117K - $136K
1.73K $345K
IVW
Ishares S&P 500 Growth ETF

ETFs
-524
- 4.26%
$92.45 - $106.69 $48.4K - $55.9K
11.8K $1.09M
VGT
Vanguard Information Technolog

ETFs
-26
- 1.65%
$542.38 - $646.34 $14.1K - $16.8K
1.55K $842K
PG
Procter & Gamble CO

Consumer Defensive
-822
- 20.24%
$158.56 - $176.26 $130K - $145K
3.24K $552K
UNH
Unitedhealth Group Inc

Healthcare
-285
- 18.55%
$461.52 - $548.18 $132K - $156K
1.25K $655K
CAT
Caterpillar Inc

Industrials
-145
- 6.65%
$326.75 - $407.63 $47.4K - $59.1K
2.04K $671K
META
Meta Platforms, Inc.

Communication Services
-148
- 5.98%
$576.36 - $736.67 $85.3K - $109K
2.33K $1.34M
LMT
Lockheed Martin Corp

Industrials
-177
- 17.44%
$423.19 - $506.29 $74.9K - $89.6K
838 $374K
VTI
Vanguard Total Stock Market Et

ETFs
-15
- 0.2%
$271.18 - $303.12 $4.07K - $4.55K
7.56K $2.08M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.33K
- 31.89%
$85.55 - $94.34 $114K - $126K
2.85K $257K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-4.13K
- 14.71%
$27.64 - $28.58 $114K - $118K
24K $685K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.41K
- 18.45%
$71.17 - $73.66 $100K - $104K
6.22K $456K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-3.07K
- 9.7%
$32.5 - $33.3 $99.8K - $102K
28.6K $950K
VIG
Vanguard Dividend Appreciation

ETFs
-463
- 3.9%
N/A
11.4K $2.08M
USFR
Wisdomtree Floating Rate Treas

ETFs
-1.59K
- 10.43%
$50.29 - $50.5 $79.9K - $80.2K
13.6K $686K
CSCO
Cisco Systems, Inc.

Technology
-1.38K
- 23.38%
$58.74 - $64.87 $81.1K - $89.6K
4.53K $279K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-656
- 9.11%
$57.21 - $65.8 $37.5K - $43.2K
6.55K $381K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-733
- 13.57%
$95.85 - $99.25 $70.3K - $72.8K
4.67K $461K
CSX
Csx Corp

Industrials
-818
- 6.45%
$29.11 - $33.67 $23.8K - $27.5K
11.9K $349K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-833
- 8.74%
$100.59 - $103.47 $83.8K - $86.2K
8.7K $900K
DHR
Danaher Corp

Healthcare
-49
- 2.75%
$201.62 - $250.59 $9.88K - $12.3K
1.73K $355K
AXP
American Express CO

Financial Services
-102
- 11.58%
$255.39 - $325.87 $26K - $33.2K
779 $209K
CMCSA
Comcast Corp

Communication Services
-1.22K
- 13.24%
$33.19 - $38.23 $40.6K - $46.8K
8.02K $295K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-2.54K
- 12.93%
$25.69 - $26.89 $65.2K - $68.2K
17.1K $459K
IBM
International Business Machines Corp

Technology
-366
- 22.58%
$217.4 - $264.74 $79.6K - $96.9K
1.26K $312K
DIS
Walt Disney CO

Communication Services
-71
- 2.44%
$96.87 - $114.0 $6.88K - $8.09K
2.84K $280K
PANW
Palo Alto Networks Inc

Technology
-126
- 9.26%
$167.82 - $208.28 $21.1K - $26.2K
1.24K $210K
TIP
Ishares Tr Tips Bd ETF

ETFs
-499
- 9.58%
$106.22 - $111.09 $53K - $55.4K
4.71K $523K
PFE
Pfizer Inc

Healthcare
-448
- 3.28%
$25.01 - $27.13 $11.2K - $12.2K
13.2K $334K
F
Ford Motor CO

Consumer Cyclical
-2.8K
- 13.16%
$9.12 - $10.43 $25.6K - $29.2K
18.5K $185K
MCD
Mcdonalds Corp

Consumer Cyclical
-214
- 10.86%
$279.74 - $321.29 $59.9K - $68.8K
1.76K $548K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.08K
- 11.56%
$33.84 - $37.77 $36.4K - $40.6K
8.23K $299K
DVY
Ishares Tr

ETFs
-149
- 8.72%
$128.58 - $138.1 $19.2K - $20.6K
1.56K $209K
DUK
Duke Energy Corp

Utilities
-541
- 13.98%
$105.87 - $121.97 $57.3K - $66K
3.33K $405K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-371
- 6.57%
$59.28 - $66.1 $22K - $24.5K
5.27K $334K
TBUX
T Rowe Price Exchange Traded F

ETFs
-155
- 3.48%
$49.57 - $49.82 $7.68K - $7.72K
4.29K $213K
SBUX
Starbucks Corp

Consumer Cyclical
-333
- 8.9%
$91.75 - $115.81 $30.6K - $38.6K
3.41K $334K
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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