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Latitude Advisors

Latest statistics and disclosures from Latitude Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are ARP, IVV, QQQ, SPY, GLD, and represent 25.27% of Latitude Advisors's stock portfolio.
Added to shares of these 10 stocks: QLD, XLV, GLDM, NFLX, PYLD, QQQI, XLG, ZECP, VOO, XLK.
Started 21 new stock positions in BAI, PYLD, AMD, ZECP, IAGG, MRK, GE, SLV, IWB, IDV. EMB, XLG, VXUS, THRO, GS, COKE, GOVT, XLV, GLDM, HDV, ICVT.
Reduced shares in these 10 stocks: SPY, QQQ, IWF, IVV, TYL, GLD, SPTI, ARP, BSCQ, .
Sold out of its positions in ARKK, ADBE, DBEF, FI, INTU, BSJS, BSCU, BSCQ, KMB, XLU. SBUX, SYK, VGIT.
Latitude Advisors was a net buyer of stock by $7.0M.
Latitude Advisors has $227M in assets under management (AUM), dropping by 3.71%.
Central Index Key (CIK): 0001843715

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Portfolio Holdings for Latitude Advisors

Latitude Advisors holds 224 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP)	9.5	$22M		714k	30.20	View chart
Ishares Tr Core S&p500 Etf (IVV)	6.1	$14M	-3%	20k	684.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.8	$11M	-6%	18k	614.32	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.6	$5.9M	-13%	8.6k	681.91	View chart
Spdr Gold Tr Gold Shs (GLD)	2.4	$5.3M	-7%	14k	396.31	View chart
NVIDIA Corporation (NVDA)	2.0	$4.5M	+2%	24k	186.50	View chart
Amazon (AMZN)	1.8	$4.1M		18k	230.82	View chart
Spdr Series Trust State Street Spd (SPYM)	1.8	$4.1M	+4%	51k	80.22	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.6	$3.6M	+2%	41k	87.16	View chart
Microsoft Corporation (MSFT)	1.6	$3.5M	+2%	7.3k	483.65	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.5	$3.3M	+7%	76k	43.64	View chart
Apple (AAPL)	1.4	$3.2M		12k	271.86	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.3	$3.0M	+6%	67k	44.47	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$2.8M	+12%	4.5k	627.08	View chart
Tyler Technologies (TYL)	1.2	$2.8M	-14%	6.1k	453.95	View chart
Abbvie (ABBV)	1.2	$2.7M	+2%	12k	228.50	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.1	$2.5M		12k	219.78	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	1.1	$2.5M	+10%	61k	40.23	View chart
Broadcom (AVGO)	1.0	$2.3M	+2%	6.8k	346.10	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$2.3M	-7%	6.9k	335.28	View chart
Kraneshares Trust Mount Lucas Etf (KMLM)	0.9	$2.0M	+10%	79k	25.95	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.9	$2.0M		74k	27.43	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.9	$1.9M	+116%	27k	70.41	View chart
Ishares Gold Tr Ishares New (IAU)	0.8	$1.8M	-4%	22k	81.17	View chart
Spdr Series Trust State Street Spd (SPYG)	0.8	$1.8M	+6%	17k	106.70	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$1.8M		5.7k	313.01	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.8	$1.8M	+14%	29k	60.81	View chart
JPMorgan Chase & Co. (JPM)	0.7	$1.7M		5.3k	322.21	View chart
Eli Lilly & Co. (LLY)	0.7	$1.7M	-4%	1.5k	1075.00	View chart
Meta Platforms Cl A (META)	0.7	$1.6M	+3%	2.5k	660.17	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$1.5M	+5%	7.6k	198.63	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$1.5M	-30%	3.2k	473.34	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$1.4M	+6%	12k	123.26	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$1.4M	+2%	20k	71.41	View chart
Investment Managers Ser Tr I Astoria Real (PPI)	0.6	$1.4M	+4%	73k	18.63	View chart
Ea Series Trust Ea Astoria Dynmc (AGGA)	0.6	$1.4M	+10%	54k	25.30	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.6	$1.4M	+10%	29k	46.54	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.6	$1.3M	+17%	38k	34.65	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.6	$1.3M	+17%	36k	35.64	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.6	$1.3M	-2%	47k	27.26	View chart
Ea Series Trust Astoria Us Equal (ROE)	0.6	$1.3M		36k	35.27	View chart
Caterpillar (CAT)	0.6	$1.3M		2.2k	572.78	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$1.2M	+6%	2.5k	487.79	View chart
Agf Invts Tr Us Market Netrl (BTAL)	0.5	$1.2M	-2%	82k	14.39	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.5	$1.2M	+2%	2.4k	480.56	View chart
Tesla Motors (TSLA)	0.5	$1.1M		2.6k	449.77	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.5	$1.1M	+28%	49k	23.37	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.5	$1.1M		3.7k	303.92	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$1.1M	-5%	5.7k	199.68	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$1.1M		1.5k	754.01	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.5	$1.1M	+5%	9.4k	113.87	View chart
Ea Series Trust Astoria Us Quali (GQQQ)	0.5	$1.1M	-3%	36k	29.95	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$1.1M	+2%	5.5k	191.00	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.5	$1.1M	-9%	9.3k	113.93	View chart
Visa Com Cl A (V)	0.5	$1.1M		3.0k	350.71	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.5	$1.1M	-8%	21k	49.73	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.4	$1.0M		31k	33.02	View chart
Exxon Mobil Corporation (XOM)	0.4	$980k	+2%	8.1k	120.34	View chart
Palantir Technologies Cl A (PLTR)	0.4	$939k	-7%	5.3k	177.75	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.4	$935k	+4%	20k	46.04	View chart
Mastercard Incorporated Cl A (MA)	0.4	$926k		1.6k	570.79	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$919k	+11%	6.5k	141.07	View chart
Royal Caribbean Cruises (RCL)	0.4	$899k		3.2k	278.89	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.4	$888k	+16%	17k	52.53	View chart
AmerisourceBergen (COR)	0.4	$886k		2.6k	337.69	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$876k		15k	58.12	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.4	$875k	+6%	8.5k	102.39	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$872k	+20%	13k	67.22	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$847k	-13%	17k	50.59	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.4	$821k	NEW	5.3k	154.80	View chart
Sprott Asset Management Physical Silver (PSLV)	0.4	$815k		35k	23.65	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$809k	+20%	8.5k	95.22	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$802k	+36%	3.8k	212.05	View chart
Webster Financial Corporation (WBS)	0.3	$795k		13k	62.94	View chart
Capital Group Core Balanced SHS (CGBL)	0.3	$778k	+33%	22k	35.33	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.3	$775k	+11%	27k	28.84	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$773k	+19%	7.7k	99.88	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$730k	+2%	1.8k	412.73	View chart
At&t (T)	0.3	$706k	-5%	28k	24.84	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.3	$705k	+221%	13k	53.86	View chart
Netflix (NFLX)	0.3	$685k	+990%	7.3k	93.76	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$680k		9.8k	69.42	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.3	$680k	+7%	14k	49.84	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$658k	-5%	12k	57.24	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$651k	-9%	1.3k	502.52	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$647k	NEW	7.6k	85.37	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.3	$647k	+3%	4.0k	160.98	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$640k	-17%	10k	62.47	View chart
Home Depot (HD)	0.3	$638k	-13%	1.9k	344.16	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$623k	+2%	6.0k	104.07	View chart
Verizon Communications (VZ)	0.3	$605k		15k	40.73	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$600k	+91%	4.2k	143.98	View chart
Collaborative Investmnt Ser Rareview Totl Rt (RTRE)	0.3	$598k	+34%	24k	25.24	View chart
Cardinal Health (CAH)	0.2	$561k	+5%	2.7k	205.49	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$554k	-15%	9.2k	59.93	View chart
Waste Management (WM)	0.2	$552k		2.5k	219.75	View chart
Sprott Asset Management Physical Gold An (CEF)	0.2	$548k		12k	45.80	View chart
Micron Technology (MU)	0.2	$536k		1.9k	285.34	View chart
Constellation Energy (CEG)	0.2	$527k		1.5k	353.19	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$520k	+21%	9.9k	52.77	View chart
McDonald's Corporation (MCD)	0.2	$510k		1.7k	305.65	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$509k	NEW	19k	26.68	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.2	$505k		10k	49.70	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.2	$502k	+131%	11k	46.22	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$502k	+76%	3.4k	148.68	View chart
Spdr Series Trust State Street Spd (SPSM)	0.2	$495k	+5%	11k	46.86	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$491k	-3%	6.8k	72.68	View chart
Novartis Sponsored Adr (NVS)	0.2	$482k		3.5k	137.86	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.2	$478k	+14%	9.0k	52.80	View chart
Wal-Mart Stores (WMT)	0.2	$475k		4.3k	111.40	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$473k	NEW	8.0k	59.28	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$459k	+3%	17k	26.49	View chart
Collaborative Investmnt Ser Rareview Dynamic (RDFI)	0.2	$457k	+71%	19k	23.91	View chart
Cintas Corporation (CTAS)	0.2	$455k		2.4k	188.06	View chart
Arista Networks Com Shs (ANET)	0.2	$453k	+5%	3.5k	131.03	View chart
Coca-Cola Company (KO)	0.2	$452k	+13%	6.5k	69.91	View chart
Oracle Corporation (ORCL)	0.2	$447k	-5%	2.3k	194.94	View chart
Ea Series Trust Alpha Architect (CAOS)	0.2	$444k	+16%	4.9k	89.78	View chart
Johnson & Johnson (JNJ)	0.2	$437k		2.1k	206.95	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	0.2	$431k	+26%	8.7k	49.66	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$423k		4.5k	94.17	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.2	$416k	+26%	8.6k	48.41	View chart
Zacks Trust Earngs Constant (ZECP)	0.2	$412k	NEW	12k	34.76	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	0.2	$410k	+38%	7.8k	52.87	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$409k	-9%	9.2k	44.41	View chart
Qualcomm (QCOM)	0.2	$407k	-3%	2.4k	171.06	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$402k	+5%	2.8k	143.52	View chart
CSX Corporation (CSX)	0.2	$402k	-2%	11k	36.25	View chart
Chevron Corporation (CVX)	0.2	$398k	+39%	2.6k	152.41	View chart
Danaher Corporation (DHR)	0.2	$397k		1.7k	228.87	View chart
Philip Morris International (PM)	0.2	$396k	+6%	2.5k	160.39	View chart
Duke Energy Corp Com New (DUK)	0.2	$394k	+4%	3.4k	117.21	View chart
Fidelity Merrimack Str Tr Investment Gr Bd (FIGB)	0.2	$389k	+3%	9.0k	43.43	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$379k		5.7k	66.00	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$379k	+3%	5.1k	75.05	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$377k	-3%	7.5k	50.29	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$372k	-11%	1.5k	246.21	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$366k		1.2k	313.83	View chart
Raytheon Technologies Corp (RTX)	0.2	$360k		2.0k	183.40	View chart
American Electric Power Company (AEP)	0.2	$357k	+12%	3.1k	115.30	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$353k	+38%	2.5k	141.16	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.2	$352k	+105%	3.0k	119.42	View chart
Procter & Gamble Company (PG)	0.2	$351k		2.5k	143.32	View chart
Kla Corp Com New (KLAC)	0.2	$349k		287.00	1216.87	View chart
Etf Opportunities Trust Rex Fang & Innov (FEPI)	0.2	$349k	+15%	7.7k	45.55	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$345k		2.2k	155.12	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$336k		6.7k	49.88	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$336k	+18%	3.7k	91.40	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$335k	-7%	4.3k	77.54	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$335k		14k	24.37	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$331k		3.0k	109.90	View chart
International Business Machines (IBM)	0.1	$330k		1.1k	296.32	View chart
Pepsi (PEP)	0.1	$326k		2.3k	143.49	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$325k	-5%	6.4k	51.12	View chart
Amplify Etf Tr Cwp Growth & Inc (QDVO)	0.1	$325k	+61%	11k	29.02	View chart
Costco Wholesale Corporation (COST)	0.1	$324k	+7%	375.00	862.88	View chart
Linde SHS (LIN)	0.1	$324k		759.00	426.26	View chart
Southern Company (SO)	0.1	$323k		3.7k	87.21	View chart
Lam Research Corp Com New (LRCX)	0.1	$317k	-11%	1.8k	171.18	View chart
Applied Materials (AMAT)	0.1	$311k		1.2k	256.90	View chart
Pfizer (PFE)	0.1	$305k	+8%	12k	24.90	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$304k	+18%	2.5k	119.32	View chart
Cisco Systems (CSCO)	0.1	$302k		3.9k	77.03	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$302k	+14%	5.2k	57.91	View chart
Franklin Templeton Etf Tr Us Equity Index (USPX)	0.1	$296k		5.0k	59.79	View chart
Anthem (ELV)	0.1	$296k	-3%	844.00	350.35	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$295k	-8%	9.0k	32.62	View chart
McKesson Corporation (MCK)	0.1	$287k	-2%	350.00	820.81	View chart
UnitedHealth (UNH)	0.1	$285k	-3%	864.00	330.03	View chart
Marathon Petroleum Corp (MPC)	0.1	$285k		1.8k	162.66	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$282k	-25%	5.3k	53.76	View chart
Spdr Series Trust State Street Spd (HYMB)	0.1	$280k		11k	24.94	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$279k	-36%	3.8k	74.06	View chart
Lockheed Martin Corporation (LMT)	0.1	$276k		570.00	483.37	View chart
Republic Services (RSG)	0.1	$275k		1.3k	211.93	View chart
Franco-Nevada Corporation (FNV)	0.1	$274k	+9%	1.3k	207.28	View chart
Fidelity National Information Services (FIS)	0.1	$273k		4.1k	66.46	View chart
Altria (MO)	0.1	$273k	+49%	4.7k	57.66	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$271k	+100%	6.1k	44.71	View chart
MercadoLibre (MELI)	0.1	$271k	+16%	134.00	2020.83	View chart
American Express Company (AXP)	0.1	$270k		729.00	370.15	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.1	$267k	-18%	12k	22.67	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$263k	NEW	5.3k	50.01	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.1	$262k	-2%	11k	24.87	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$259k		8.8k	29.55	View chart
Walt Disney Company (DIS)	0.1	$258k	-14%	2.3k	113.78	View chart
Realty Income (O)	0.1	$255k	+5%	4.5k	56.37	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$254k	NEW	7.6k	33.30	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$253k	NEW	3.9k	64.42	View chart
Enbridge (ENB)	0.1	$252k		5.3k	47.83	View chart
Spdr Series Trust State Street Spd (SPTS)	0.1	$249k		8.5k	29.28	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$248k		4.6k	54.06	View chart
Merck & Co (MRK)	0.1	$244k	NEW	2.3k	105.28	View chart
SYSCO Corporation (SYY)	0.1	$243k		3.3k	73.69	View chart
American Intl Group Com New (AIG)	0.1	$243k		2.8k	85.56	View chart
Ford Motor Company (F)	0.1	$241k		18k	13.12	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$240k	-22%	2.7k	89.44	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.1	$238k	NEW	1.6k	153.32	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$238k	NEW	10k	23.02	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$236k	NEW	3.1k	75.44	View chart
Citigroup Com New (C)	0.1	$233k		2.0k	116.69	View chart
Ishares Tr Us Consum Discre (IYC)	0.1	$233k	+13%	2.3k	103.13	View chart
Automatic Data Processing (ADP)	0.1	$232k		901.00	257.35	View chart
ConocoPhillips (COP)	0.1	$231k		2.5k	93.61	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$231k	NEW	5.8k	39.45	View chart
Alliant Energy Corporation (LNT)	0.1	$229k		3.5k	65.01	View chart
Spdr Series Trust State Street Spd (SPTI)	0.1	$229k	-61%	7.9k	28.84	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$228k	+14%	7.4k	30.96	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$225k	NEW	602.00	373.37	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$223k	+4%	4.1k	54.76	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$218k	NEW	2.2k	98.52	View chart
Palo Alto Networks (PANW)	0.1	$217k		1.2k	184.12	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$214k	NEW	5.5k	38.56	View chart
Advanced Micro Devices (AMD)	0.1	$214k	NEW	998.00	214.16	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$212k	NEW	1.7k	121.62	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$212k	-20%	2.3k	91.38	View chart
Ssga Active Tr Spdr Bridgewater (ALLW)	0.1	$211k	-5%	7.7k	27.49	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$209k		4.9k	42.87	View chart
Goldman Sachs (GS)	0.1	$207k	NEW	236.00	878.24	View chart
Vanguard World Utilities Etf (VPU)	0.1	$207k		1.1k	185.10	View chart
M&T Bank Corporation (MTB)	0.1	$204k	-28%	1.0k	201.49	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$203k	NEW	2.1k	96.30	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$203k	-9%	2.3k	88.48	View chart
Ge Aerospace Com New (GE)	0.1	$201k	NEW	654.00	307.89	View chart

Past Filings by Latitude Advisors

SEC 13F filings are viewable for Latitude Advisors going back to 2020

Latitude Advisors 2025 Q4 filed Jan. 27, 2026
Latitude Advisors 2025 Q3 filed Oct. 31, 2025
Latitude Advisors 2025 Q2 filed July 29, 2025
Latitude Advisors 2025 Q1 filed April 28, 2025
Latitude Advisors 2024 Q4 filed Jan. 29, 2025
Latitude Advisors 2024 Q3 filed Oct. 29, 2024
Latitude Advisors 2024 Q2 filed July 26, 2024
Latitude Advisors 2024 Q1 filed April 25, 2024
Latitude Advisors 2023 Q4 filed Jan. 30, 2024
Latitude Advisors 2023 Q3 filed Nov. 3, 2023
Latitude Advisors 2023 Q2 filed July 26, 2023
Latitude Advisors 2023 Q1 filed April 27, 2023
Latitude Advisors 2022 Q4 filed Jan. 27, 2023
Latitude Advisors 2022 Q3 filed Nov. 1, 2022
Latitude Advisors 2022 Q2 filed July 28, 2022
Latitude Advisors 2022 Q1 filed April 29, 2022

View all past filings

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