Latitude Advisors, LLC Reduced Holdings in Q1 2025

Latitude Advisors, LLC

  • $144 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NFLX
Netflix Inc

Communication Services
-37
- 5.12%
$828.4 - $1058.6 $30.7K - $39.2K
685 $638K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-364
- 6.18%
$41.61 - $44.72 $15.1K - $16.3K
5.53K $239K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-1
- 0.03%
$78.0 - $84.37 $78 - $84.4
3.47K $276K
SYY
Sysco Corp

Consumer Defensive
-1
- 0.03%
$70.0 - $77.13 $70 - $77.1
3.06K $229K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-10
- 0.18%
$49.25 - $50.66 $493 - $507
5.63K $279K
ENB
Enbridge Inc

Energy
-323
- 5.06%
$41.54 - $45.45 $13.4K - $14.7K
6.06K $268K
VUSB
Vanguard Bd Index Fds
-1.1K
- 7.95%
N/A
12.7K $0
Linde PLC
-38
- 4.76%
N/A
761 $0
Ea Series Trust
-955
- 1.9%
N/A
49.3K $0
Arista Networks Inc
-587
- 15.46%
N/A
3.21K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
-782
- 3.51%
N/A
21.5K $0
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-28
- 0.25%
$20.05 - $20.4 $561 - $571
11.1K $226K
XLE
Energy Sector Spdr

ETFs
-251
- 6.27%
$85.7 - $93.96 $21.5K - $23.6K
3.75K $350K
VZ
Verizon Communications Inc

Communication Services
-1.63K
- 10.82%
$37.81 - $46.49 $61.7K - $75.8K
13.4K $609K
KMB
Kimberly Clark Corp

Consumer Defensive
-15
- 0.85%
$124.46 - $147.4 $1.87K - $2.21K
1.76K $250K
VEA
Vanguard Ftse Developed Market

ETFs
-420
- 3.06%
$47.4 - $52.99 $19.9K - $22.3K
13.3K $675K
MELI
Mercadolibre Inc

Consumer Cyclical
-4
- 3.39%
$1739.0 - $2260.0 $6.96K - $9.04K
114 $222K
JPM
Jpmorgan Chase & CO

Financial Services
-14
- 0.27%
$225.19 - $279.95 $3.15K - $3.92K
5.2K $1.28M
SO
Southern CO

Utilities
-54
- 1.46%
$80.96 - $92.96 $4.37K - $5.02K
3.64K $334K
KO
Coca Cola CO

Consumer Defensive
-311
- 5.29%
$60.81 - $72.32 $18.9K - $22.5K
5.57K $398K
ELV
Elevance Health, Inc.

Healthcare
-41
- 4.38%
$365.9 - $436.25 $15K - $17.9K
895 $389K
T
At&T Inc.

Communication Services
-5.49K
- 14.9%
$21.56 - $28.28 $118K - $155K
31.3K $886K
CVX
Chevron Corp

Energy
-134
- 3.36%
$146.71 - $167.97 $19.7K - $22.5K
3.86K $645K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-20
- 1.45%
$442.66 - $534.52 $8.85K - $10.7K
1.36K $725K
XOM
Exxon Mobil Corp

Energy
-77
- 0.58%
$105.44 - $118.93 $8.12K - $9.16K
13.2K $1.57M
ABBV
Abb Vie Inc.

Healthcare
-291
- 2.36%
$169.2 - $216.66 $49.2K - $63K
12.1K $2.53M
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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