Latitude Advisors, LLC Sells in Q4 2024

Latitude Advisors, LLC

  • $154 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-3.13K
- 13.99%
$570.51 - $610.59 $1.79M - $1.91M
19.3K $11.3M
AAPL
Apple Inc.

Technology
-6.26K
- 36.34%
$221.69 - $259.02 $1.39M - $1.62M
11K $2.75M
TYL
Tyler Technologies Inc

Technology
-1.22K
- 12.41%
$576.64 - $635.69 $704K - $776K
8.61K $4.96M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-13.9K
- 31.45%
$50.37 - $50.6 $698K - $702K
30.2K $1.52M
ABT
Abbott Laboratories

Healthcare
-4.9K
- 45.26%
$111.93 - $119.39 $548K - $585K
5.93K $670K
TIP
Ishares Tr Tips Bd ETF

ETFs
-4.19K
- 44.56%
$106.33 - $110.69 $445K - $463K
5.21K $554K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.79K
- 34.07%
$96.64 - $101.23 $270K - $283K
5.4K $523K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-8.34K
- 22.89%
$27.8 - $29.05 $232K - $242K
28.1K $783K
LMT
Lockheed Martin Corp

Industrials
-267
- 20.83%
$479.66 - $614.62 $128K - $164K
1.02K $493K
HD
Home Depot, Inc.

Consumer Cyclical
-459
- 15.46%
$385.02 - $431.37 $177K - $198K
2.51K $975K
UNH
Unitedhealth Group Inc

Healthcare
-142
- 8.46%
$485.52 - $625.25 $68.9K - $88.8K
1.54K $777K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-2.23K
- 39.11%
$80.93 - $85.66 $180K - $191K
3.47K $280K
LLY
Eli Lilly & CO

Healthcare
-44
- 3.39%
$727.2 - $932.06 $32K - $41K
1.25K $967K
ELV
Elevance Health, Inc.

Healthcare
-31
- 3.21%
$365.96 - $514.62 $11.3K - $16K
936 $345K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.39K
- 24.94%
$61.68 - $67.87 $148K - $162K
7.2K $448K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.15K
- 21.65%
$87.85 - $98.6 $101K - $114K
4.18K $372K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.43K
- 22.37%
$88.59 - $94.57 $127K - $135K
4.96K $440K
XOM
Exxon Mobil Corp

Energy
-58
- 0.43%
$105.51 - $125.37 $6.12K - $7.27K
13.3K $1.43M
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
-2.3K
- 2.75%
$14.4 - $15.75 $33.2K - $36.3K
81.5K $1.18M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-1.09K
- 13.55%
$103.6 - $112.52 $113K - $123K
6.96K $730K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-889
- 13.61%
$60.13 - $67.31 $53.5K - $59.8K
5.64K $342K
KO
Coca Cola CO

Consumer Defensive
-531
- 8.29%
$61.74 - $71.71 $32.8K - $38.1K
5.88K $365K
PFE
Pfizer Inc

Healthcare
-2.1K
- 13.34%
$24.8 - $30.19 $52.1K - $63.4K
13.6K $362K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.77K
- 15.34%
$44.33 - $49.55 $78.6K - $87.8K
9.78K $439K
PEP
Pepsico Inc

Consumer Defensive
-247
- 9.65%
$151.29 - $176.1 $37.4K - $43.5K
2.31K $351K
TXN
Texas Instruments Inc

Technology
-427
- 28.56%
N/A
1.07K $207K
JNJ
Johnson & Johnson

Healthcare
-270
- 12.1%
$143.34 - $165.86 $38.7K - $44.8K
1.96K $283K
AMAT
Applied Materials Inc

Technology
-75
- 4.6%
$161.44 - $213.89 $12.1K - $16K
1.56K $253K
VZ
Verizon Communications Inc

Communication Services
-20
- 0.13%
$39.6 - $45.21 $792 - $904
15.1K $602K
CAT
Caterpillar Inc

Industrials
-26
- 1.18%
$360.37 - $416.88 $9.37K - $10.8K
2.18K $791K
VEA
Vanguard Ftse Developed Market

ETFs
-33
- 0.24%
$47.57 - $52.44 $1.57K - $1.73K
13.7K $655K
NVS
Novartis Ag

Healthcare
-22
- 0.63%
$96.78 - $117.18 $2.13K - $2.58K
3.48K $338K
DUK
Duke Energy Corp

Utilities
-281
- 6.77%
$105.76 - $120.76 $29.7K - $33.9K
3.87K $416K
MSFT
Microsoft Corp

Technology
-8
- 0.12%
$406.35 - $454.46 $3.25K - $3.64K
6.66K $2.81M
SO
Southern CO

Utilities
-356
- 8.8%
$81.5 - $94.15 $29K - $33.5K
3.69K $303K
XLE
Energy Sector Spdr

ETFs
-587
- 12.78%
$83.32 - $97.27 $48.9K - $57.1K
4.01K $343K
QCOM
Qualcomm Inc

Technology
-54
- 1.93%
$150.4 - $178.04 $8.12K - $9.61K
2.74K $420K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-564
- 7.73%
$44.04 - $49.49 $24.8K - $27.9K
6.73K $296K
KMB
Kimberly Clark Corp

Consumer Defensive
-223
- 11.17%
$130.37 - $146.09 $29.1K - $32.6K
1.77K $232K
PG
Procter & Gamble CO

Consumer Defensive
-164
- 3.88%
$161.05 - $179.7 $26.4K - $29.5K
4.06K $680K
MPC
Marathon Petroleum Corp

Energy
-44
- 2.57%
$131.65 - $174.84 $5.79K - $7.69K
1.67K $233K
ADBE
Adobe Inc.

Technology
-3
- 0.54%
$437.39 - $552.96 $1.31K - $1.66K
552 $245K
VGIT
Vanguard Intermediate Term Tre

ETFs
-537
- 12.21%
$57.78 - $60.4 $31K - $32.4K
3.86K $223K
CSX
Csx Corp

Industrials
-370
- 2.84%
$31.58 - $36.88 $11.7K - $13.6K
12.7K $409K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-60
- 4.16%
$442.29 - $483.08 $26.5K - $29K
1.38K $626K
VGT
Vanguard Information Technolog

ETFs
-157
- 9.04%
$571.78 - $647.97 $89.8K - $102K
1.58K $982K
SYY
Sysco Corp

Consumer Defensive
-385
- 11.19%
$73.63 - $81.77 $28.3K - $31.5K
3.06K $233K
LNT
Alliant Energy Corp

Utilities
-475
- 11.86%
$56.24 - $63.63 $26.7K - $30.2K
3.53K $208K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-551
- 3.14%
$59.74 - $60.03 $32.9K - $33.1K
17K $1.02M
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
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