Latitude Advisors, LLC Sells in Q3 2025

Latitude Advisors, LLC

  • $181 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TYL
Tyler Technologies Inc

Technology
-500
- 6.57%
$522.22 - $611.76 $261K - $306K
7.11K $3.72M
XOM
Exxon Mobil Corp

Energy
-5.3K
- 39.94%
$105.83 - $117.22 $560K - $621K
7.96K $897K
CVX
Chevron Corp

Energy
-2.18K
- 53.8%
$145.57 - $161.83 $317K - $353K
1.87K $290K
LLY
Eli Lilly & CO

Healthcare
-282
- 14.88%
$625.65 - $812.69 $176K - $229K
1.61K $1.23M
GLD
Spdr Gold Trust

ETFs
-3.22K
- 18.16%
$300.96 - $355.47 $969K - $1.14M
14.5K $5.16M
HD
Home Depot, Inc.

Consumer Cyclical
-641
- 23.03%
$357.4 - $423.42 $229K - $271K
2.14K $867K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.4K
- 31.84%
$109.11 - $111.88 $152K - $156K
2.99K $332K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.98K
- 13.33%
$50.47 - $50.74 $151K - $151K
19.4K $984K
PG
Procter & Gamble CO

Consumer Defensive
-791
- 24.71%
$150.47 - $161.22 $119K - $128K
2.41K $370K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.12K
- 14.81%
$55.61 - $57.37 $118K - $122K
12.2K $696K
QCOM
Qualcomm Inc

Technology
-748
- 23.37%
$145.84 - $173.55 $109K - $130K
2.45K $408K
ADBE
Adobe Inc.

Technology
-198
- 22.22%
$333.65 - $392.1 $66.1K - $77.6K
693 $244K
UNH
Unitedhealth Group Inc

Healthcare
-387
- 30.21%
$237.77 - $353.61 $92K - $137K
894 $308K
PEP
Pepsico Inc

Consumer Defensive
-808
- 25.93%
$133.81 - $152.16 $108K - $123K
2.31K $324K
SBUX
Starbucks Corp

Consumer Cyclical
-712
- 21.02%
$81.9 - $96.86 $58.3K - $69K
2.68K $226K
V
Visa Inc.

Financial Services
-105
- 3.38%
$332.09 - $358.86 $34.9K - $37.7K
3K $1.02M
PM
Philip Morris International Inc.

Consumer Defensive
-137
- 5.56%
$157.77 - $183.27 $21.6K - $25.1K
2.33K $377K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-1.13K
- 11.25%
$107.27 - $113.94 $121K - $129K
8.9K $1.01M
LMT
Lockheed Martin Corp

Industrials
-190
- 24.84%
$410.74 - $499.21 $78K - $94.8K
575 $287K
ELV
Elevance Health, Inc.

Healthcare
-18
- 2.02%
$274.66 - $395.76 $4.94K - $7.12K
873 $282K
T
At&T Inc.

Communication Services
-1.13K
- 3.6%
$26.94 - $29.62 $30.4K - $33.4K
30.2K $853K
DIS
Walt Disney CO

Communication Services
-223
- 7.74%
$112.25 - $124.0 $25K - $27.7K
2.66K $304K
VEA
Vanguard Ftse Developed Market

ETFs
-1.48K
- 10.68%
$56.02 - $60.3 $83K - $89.3K
12.4K $742K
SPMD
Spdr Portfolio

ETFs
-1.03K
- 18.54%
$54.43 - $58.29 $56.2K - $60.2K
4.54K $259K
CSCO
Cisco Systems, Inc.

Technology
-555
- 12.35%
$66.2 - $71.79 $36.7K - $39.8K
3.94K $269K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.83K
- 15.48%
$42.26 - $47.16 $77.5K - $86.5K
10K $463K
IBM
International Business Machines Corp

Technology
-90
- 7.48%
$234.77 - $292.47 $21.1K - $26.3K
1.11K $314K
MTB
M&T Bank Corp

Financial Services
-234
- 14.16%
$183.74 - $204.05 $43K - $47.7K
1.42K $280K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-997
- 18.26%
$43.65 - $46.42 $43.5K - $46.3K
4.46K $207K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-318
- 9.81%
$91.44 - $91.77 $29.1K - $29.2K
2.93K $268K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
-2.59K
- 3.5%
$26.05 - $27.27 $67.4K - $70.6K
71.3K $1.92M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-411
- 16.09%
$110.74 - $122.12 $45.5K - $50.2K
2.14K $259K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.24K
- 4.25%
$26.38 - $27.95 $85.4K - $90.5K
72.9K $1.99M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-285
- 3.44%
$102.4 - $103.88 $29.2K - $29.6K
8K $826K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-372
- 3.3%
$59.81 - $60.11 $22.2K - $22.4K
10.9K $653K
VNQ
Vanguard Specialized Funds Van

ETFs
-271
- 9.69%
$88.47 - $93.24 $24K - $25.3K
2.53K $230K
VGIT
Vanguard Intermediate Term Tre

ETFs
-317
- 7.87%
$58.97 - $60.36 $18.7K - $19.1K
3.71K $222K
KMB
Kimberly Clark Corp

Consumer Defensive
-70
- 3.98%
$121.72 - $136.77 $8.52K - $9.57K
1.69K $210K
PANW
Palo Alto Networks Inc

Technology
-64
- 5.15%
$167.06 - $208.19 $10.7K - $13.3K
1.18K $240K
PFE
Pfizer Inc

Healthcare
-1.19K
- 9.54%
$23.29 - $25.88 $27.8K - $30.8K
11.3K $288K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-212
- 4.49%
$92.18 - $95.14 $19.5K - $20.2K
4.51K $429K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-418
- 8.23%
$72.04 - $77.35 $30.1K - $32.3K
4.66K $357K
COP
Conocophillips

Energy
-262
- 9.59%
$91.0 - $98.99 $23.8K - $25.9K
2.47K $233K
WMT
Walmart Inc.

Consumer Defensive
-340
- 7.36%
$94.4 - $104.27 $32.1K - $35.5K
4.28K $440K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-655
- 8.56%
$62.54 - $68.42 $41K - $44.8K
7K $472K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-503
- 2.92%
$26.44 - $27.1 $13.3K - $13.6K
16.7K $451K
MCD
Mcdonalds Corp

Consumer Cyclical
-99
- 5.62%
$291.67 - $316.99 $28.9K - $31.4K
1.66K $505K
XLF
Financial Sector Spdr

ETFs
-244
- 5.9%
$51.37 - $54.25 $12.5K - $13.2K
3.89K $209K
EFG
Msci Eafe Growth ETF

ETFs
-234
- 2.24%
$106.99 - $114.46 $25K - $26.8K
10.2K $1.16M
Activity Summary
Buys All Purchases 119 New Holdings 22 Increased Positions 97 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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