Latitude Advisors, LLC Incresed Positions in Q3 2025

Latitude Advisors, LLC

  • $181 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.13K
+ 6.38%
$546.99 - $602.2 $616K - $678K
18.8K $11.3M
IVV
Ishares Core S&P 500 ETF

ETFs
224
+ 1.09%
$620.67 - $670.08 $139K - $150K
20.9K $14M
CTA
Simplify Exch Traded Fds Simpl

ETFs
39.7K
+ 447.44%
$26.46 - $28.43 $1.05M - $1.13M
48.5K $1.36M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
70.8K
+ 524.38%
$15.39 - $17.94 $1.09M - $1.27M
84.4K $1.34M
NVDA
Nvidia Corp

Technology
441
+ 1.91%
$153.3 - $186.58 $67.6K - $82.3K
23.5K $4.38M
AAPL
Apple Inc.

Technology
273
+ 2.33%
$202.38 - $256.87 $55.2K - $70.1K
12K $3.05M
CGDV
Capital Group Divid Value ETF

ETFs
10.8K
+ 17.95%
$39.59 - $42.21 $427K - $455K
70.8K $2.98M
CGGR
Capital Group Growth ETF Shs C

ETFs
8.77K
+ 16.1%
$40.2 - $44.58 $353K - $391K
63.3K $2.78M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
594
+ 17.49%
$567.77 - $614.76 $337K - $365K
3.99K $2.44M
TSLA
Tesla, Inc.

Consumer Cyclical
462
+ 22.16%
$293.94 - $444.72 $136K - $205K
2.55K $1.13M
GOOGL
Alphabet Inc.

Communication Services
34
+ 0.6%
$174.36 - $254.72 $5.93K - $8.66K
5.69K $1.38M
VT
Vanguard Total World Stk Index

ETFs
2.52K
+ 75.22%
$128.41 - $138.03 $323K - $347K
5.86K $807K
CGGO
Capital Group Global Growth Eq

ETFs
8.71K
+ 37.05%
$31.71 - $34.17 $276K - $298K
32.2K $1.1M
VUG
Vanguard Growth ETF

ETFs
529
+ 29.31%
$433.97 - $484.08 $230K - $256K
2.33K $1.12M
PLTR
Palantir Technologies Inc.

Technology
270
+ 4.99%
$130.68 - $186.97 $35.3K - $50.5K
5.68K $1.04M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
430
+ 13.17%
$224.68 - $282.71 $96.6K - $122K
3.69K $1.03M
MSFT
Microsoft Corp

Technology
200
+ 2.89%
$491.09 - $535.64 $98.2K - $107K
7.11K $3.68M
IWF
Ishares Russell 1000 Gr ETF

ETFs
93
+ 2.09%
$420.11 - $472.68 $39.1K - $44K
4.55K $2.13M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.25K
+ 5.16%
$54.35 - $59.32 $67.8K - $74K
25.4K $1.5M
JPM
Jpmorgan Chase & CO

Financial Services
131
+ 2.54%
$282.78 - $316.06 $37K - $41.4K
5.28K $1.67M
IVW
Ishares S&P 500 Growth ETF

ETFs
405
+ 3.85%
$108.97 - $121.65 $44.1K - $49.3K
10.9K $1.32M
IYW
Ishares Dj Us Tech ETF

ETFs
124
+ 2.09%
$171.38 - $197.01 $21.3K - $24.4K
6.04K $1.18M
QUAL
Ishares Msci Usa Quality Facto

ETFs
329
+ 4.79%
$182.33 - $194.5 $60K - $64K
7.2K $1.4M
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
164
+ 0.24%
$16.28 - $18.33 $2.67K - $3.01K
69.9K $1.28M
SHOP
Shopify Inc.

Technology
95
+ 2.51%
$112.11 - $157.12 $10.7K - $14.9K
3.88K $577K
PHYS
Sprott Physical Gold Trust

Financial Services
400
+ 1.34%
$25.02 - $29.62 $10K - $11.8K
30.2K $895K
PSLV
Sprott Physical Silver Trust

Financial Services
1.6K
+ 4.94%
$12.24 - $15.73 $19.6K - $25.2K
34K $533K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
1.51K
+ 14.45%
$30.06 - $36.69 $45.4K - $55.4K
12K $439K
VTV
Vanguard Value ETF

ETFs
326
+ 6.41%
$175.51 - $186.57 $57.2K - $60.8K
5.41K $1.01M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
3.66K
+ 21.39%
$28.38 - $29.05 $104K - $106K
20.7K $599K
KLAC
Kla Corp

Technology
60
+ 26.09%
$843.9 - $1078.6 $50.6K - $64.7K
290 $312K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.94K
+ 11.05%
$45.26 - $46.63 $87.7K - $90.4K
19.5K $900K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.45K
+ 33.12%
$28.92 - $32.19 $70.9K - $78.9K
9.85K $314K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
520
+ 24.3%
$132.9 - $142.03 $69.1K - $73.9K
2.66K $374K
IVE
Ishares S&P 500 Value ETF

ETFs
232
+ 9.16%
$194.44 - $206.51 $45.1K - $47.9K
2.76K $570K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.87K
+ 8.19%
$22.9 - $23.58 $65.7K - $67.6K
37.9K $888K
MGK
Vanguard Mega Cap Growth ETF

ETFs
25
+ 1.47%
$362.31 - $405.74 $9.06K - $10.1K
1.72K $693K
IEMG
Ishares Inc

ETFs
1.22K
+ 12.75%
N/A
10.8K $576K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
986
+ 10.77%
$39.8 - $42.86 $39.2K - $42.3K
10.1K $433K
XLK
Technology Sector Spdr

ETFs
1
+ 0.05%
$250.97 - $282.66 $251 - $283
2.17K $612K
VZ
Verizon Communications Inc

Communication Services
1.2K
+ 8.89%
$40.84 - $45.06 $49K - $54.1K
14.7K $646K
MBB
Ishares Tr

ETFs
569
+ 8.78%
$92.46 - $95.73 $52.6K - $54.5K
7.05K $670K
META
Meta Platforms, Inc.

Communication Services
96
+ 4.16%
$695.21 - $791.73 $66.7K - $76K
2.4K $1.76M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
2.34K
+ 26.47%
$24.11 - $24.94 $56.3K - $58.2K
11.2K $278K
HYD
Vaneck High Yield Muni ETF

ETFs
1.11K
+ 19.64%
$48.85 - $50.94 $54K - $56.3K
6.73K $342K
MPC
Marathon Petroleum Corp

Energy
80
+ 4.79%
$158.59 - $198.69 $12.7K - $15.9K
1.75K $337K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
643
+ 15.09%
$70.77 - $73.59 $45.5K - $47.3K
4.91K $359K
AMZN
Amazon Com Inc

Consumer Cyclical
240
+ 1.36%
$211.65 - $238.24 $50.8K - $57.2K
17.8K $3.92M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
865
+ 12.57%
$48.5 - $50.19 $42K - $43.4K
7.75K $387K
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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