Latitude Advisors, LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $153 Million distributed in 190 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $12.9M, Invesco Qqq Trust, Series 1 with a value of $6.02M, Tyler Technologies Inc with a value of $5.74M, Spdr S&P 500 ETF Trust with a value of $4.46M, and Apple Inc. with a value of $4.01M.

Examining the 13F form we can see an increase of $11.3M in the current position value, from $141M to 153M.

Below you can find more details about Latitude Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $153 Million
ETFs: $91.4 Million
Technology: $21.9 Million
Healthcare: $7.22 Million
Consumer Cyclical: $7.21 Million
Financial Services: $5.9 Million
Communication Services: $5.18 Million
Consumer Defensive: $3.87 Million
Industrials: $3.84 Million
Other: $5.01 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 190
  • Current Value $153 Million
  • Prior Value $141 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 21 stocks
  • Additional Purchases 106 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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