Latitude Advisors, LLC Incresed Positions in Q3 2025

Latitude Advisors, LLC

  • $181 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AEP
American Electric Power CO Inc

Utilities
242
+ 9.63%
$103.26 - $115.0 $25K - $27.8K
2.75K $309K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
49
+ 3.53%
$459.11 - $506.91 $22.5K - $24.8K
1.44K $721K
DVY
Ishares Tr

ETFs
239
+ 15.31%
$133.88 - $142.57 $32K - $34.1K
1.8K $255K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
32
+ 0.22%
$53.81 - $57.52 $1.72K - $1.84K
14.8K $853K
MLPA
Global X Mlp ETF

ETFs
1.08K
+ 18.82%
$48.25 - $51.56 $51.9K - $55.5K
6.79K $328K
ABC
Amerisourcebergen Corp

Healthcare
180
+ 7.31%
N/A
2.64K $489K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
389
+ 1.49%
$45.6 - $46.92 $17.7K - $18.3K
26.4K $1.24M
ITOT
Ishares Core S&P Total U.S. St

ETFs
17
+ 0.9%
$135.0 - $146.02 $2.3K - $2.48K
1.91K $278K
F
Ford Motor CO

Consumer Cyclical
15
+ 0.08%
$10.82 - $12.09 $162 - $181
18.4K $219K
VIG
Vanguard Dividend Appreciation

ETFs
107
+ 0.93%
N/A
11.6K $2.11M
SO
Southern CO

Utilities
31
+ 0.86%
$90.83 - $96.0 $2.82K - $2.98K
3.65K $346K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
71
+ 1.11%
$97.75 - $100.75 $6.94K - $7.15K
6.47K $648K
CEG
Constellation Energy Corp

Utilities
7
+ 0.47%
$298.82 - $354.89 $2.09K - $2.48K
1.49K $491K
FLMI
Franklin Dynamic Municipal Bon

ETFs
90
+ 0.84%
$23.96 - $24.81 $2.16K - $2.23K
10.9K $268K
SCHO
Schwab Short Term Us Treasury

ETFs
137
+ 1.02%
$24.23 - $24.42 $3.32K - $3.35K
13.6K $331K
INTU
Intuit Inc

Technology
49
+ 17.01%
$646.03 - $807.39 $31.7K - $39.6K
337 $230K
BSCU
Invesco Exc Self Ind Tr

ETFs
100
+ 0.97%
$16.67 - $17.03 $1.67K - $1.7K
10.4K $176K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
100
+ 0.93%
$21.89 - $22.2 $2.19K - $2.22K
10.9K $239K
SPTS
Spdr Portfolio Short Term Trea

ETFs
64
+ 0.76%
$29.12 - $29.34 $1.86K - $1.88K
8.44K $247K
DHR
Danaher Corp

Healthcare
1
+ 0.06%
$181.46 - $212.2 $181 - $212
1.73K $343K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1
+ 0.01%
$19.49 - $19.61 $19.5 - $19.6
13.2K $257K
Ea Series Trust
2.73K
+ 5.97%
N/A
48.4K $0
Capital Group Equity ETF Tr
8.78K
+ 57.01%
N/A
24.2K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
632
+ 10.47%
N/A
6.67K $0
Capital Group Dividend Growe
10.5K
+ 51.28%
N/A
30.9K $0
Capital Group Core Balanced
26
+ 0.16%
N/A
16.5K $0
Blackrock ETF Trust Ii
1.48K
+ 22.15%
N/A
8.13K $0
VUSB
Vanguard Bd Index Fds
20
+ 0.16%
N/A
12.7K $0
Ea Series Trust
690
+ 19.45%
N/A
4.24K $0
Ea Series Trust
3.95K
+ 11.96%
N/A
37K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
1.07K
+ 7.93%
N/A
14.5K $0
FLQG
Franklin Templeton Libertyq Gl

ETFs
13
+ 0.26%
N/A
4.94K $0
Goldman Sachs ETF Tr
3.61K
+ 84.1%
N/A
7.89K $0
FIGB
Fidelity Merrimack Str Tr
603
+ 7.49%
N/A
8.66K $0
ETF Opportunities Trust
1.04K
+ 18.58%
N/A
6.61K $0
Goldman Sachs ETF Tr
1.15K
+ 25.92%
N/A
5.61K $0
Advisors Inner Circle Fd Ii
22.5K
+ 3.2%
N/A
724K $0
RDFI
Collaborative Invt Ser Tr Rare
19
+ 0.17%
N/A
11.2K $0
Arista Networks Inc
55
+ 1.71%
N/A
3.27K $0
ADP
Automatic Data Processing Inc

Industrials
20
+ 2.25%
$288.69 - $310.94 $5.77K - $6.22K
907 $266K
WM
Waste Management Inc

Industrials
3
+ 0.12%
$213.88 - $237.1 $642 - $711
2.51K $554K
CAH
Cardinal Health Inc

Healthcare
53
+ 2.08%
$146.04 - $167.63 $7.74K - $8.88K
2.6K $407K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.29%
$915.95 - $994.57 $916 - $995
348 $322K
KO
Coca Cola CO

Consumer Defensive
9
+ 0.16%
$65.67 - $71.67 $591 - $645
5.71K $378K
CTAS
Cintas Corp

Industrials
4
+ 0.17%
$199.29 - $226.27 $797 - $905
2.41K $495K
FIS
Fidelity National Information Services, Inc.

Technology
225
+ 5.78%
$63.37 - $82.35 $14.3K - $18.5K
4.12K $271K
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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