Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 27.07% of Latitude Advisors's stock portfolio.
Added to shares of these 10 stocks: QLD, BTAL, CTA, ARP, QQQ, CGDV, CGGR, VOO, CGDG, VT.
Started 22 new stock positions in MU, QQQI, FI, QDVO, XLU, MO, IYC, VPU, MCK, ONEQ. FNV, C, LRCX, ALLW, QLD, XTEN, O, GOOG, CGXU, PFF, SHYG, ARKK.
Reduced shares in these 10 stocks: GLD, XOM, USFR, , ROE, CVX, DGRW, TYL, HD, .
Sold out of its positions in CMCSA, CRWD, SHV, MRK, MDLZ, SPTL, TRV, BSV, DGRW, USFR.
Latitude Advisors was a net buyer of stock by $6.9M.
Latitude Advisors has $219M in assets under management (AUM), dropping by 10.22%.
Central Index Key (CIK): 0001843715

Tip: Access up to 7 years of quarterly data

Positions held by Latitude Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Latitude Advisors

Latitude Advisors holds 216 positions in its portfolio as reported in the September 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)	10.2	$22M	+3%	724k	30.76	View chart
Ishares Tr Core S&p500 Etf (IVV)	6.4	$14M		21k	669.29	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.1	$11M	+6%	19k	600.38	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.0	$6.6M		10k	666.20	View chart
Spdr Gold Tr Gold Shs (GLD)	2.4	$5.2M	-18%	15k	355.48	View chart
NVIDIA Corporation (NVDA)	2.0	$4.4M		24k	186.58	View chart
Amazon (AMZN)	1.8	$3.9M		18k	219.57	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	1.7	$3.8M	-4%	49k	78.34	View chart
Tyler Technologies (TYL)	1.7	$3.7M	-6%	7.1k	523.16	View chart
Microsoft Corporation (MSFT)	1.7	$3.7M	+2%	7.1k	517.93	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.6	$3.6M		40k	89.37	View chart
Apple (AAPL)	1.4	$3.1M	+2%	12k	254.62	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.4	$3.0M	+17%	71k	42.03	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.3	$2.8M	+16%	63k	43.92	View chart
Abbvie (ABBV)	1.2	$2.6M	-5%	11k	231.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.1	$2.5M		12k	215.80	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$2.5M	-2%	7.5k	328.16	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$2.4M	+17%	4.0k	612.37	View chart
Broadcom (AVGO)	1.0	$2.2M	-2%	6.6k	329.91	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	1.0	$2.2M	+13%	55k	39.54	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.0	$2.1M	+2%	4.6k	468.43	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.9	$2.0M	-4%	73k	27.30	View chart
Kraneshares Trust Mount Lucas Etf (KMLM)	0.9	$1.9M	-3%	71k	26.93	View chart
Meta Platforms Cl A (META)	0.8	$1.8M	+4%	2.4k	734.23	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.8	$1.7M	NEW	13k	137.20	View chart
Ishares Gold Tr Ishares New (IAU)	0.8	$1.7M	-4%	23k	72.77	View chart
JPMorgan Chase & Co. (JPM)	0.8	$1.7M	+2%	5.3k	315.43	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.8	$1.6M	-8%	16k	104.51	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.7	$1.5M	+5%	25k	59.20	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$1.4M	+4%	7.2k	194.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.4M		5.7k	243.12	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.6	$1.4M	+447%	49k	27.97	View chart
Agf Invts Tr Us Market Netrl (BTAL)	0.6	$1.3M	+524%	84k	15.92	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$1.3M	+3%	11k	120.72	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$1.3M	-2%	19k	67.83	View chart
Investment Managers Ser Tr I Astoria Real (PPI)	0.6	$1.3M		70k	18.33	View chart
Ea Series Trust Astoria Us Equal (ROE)	0.6	$1.2M	-21%	36k	34.57	View chart
Ishares Tr Core Total Usd (IUSB)	0.6	$1.2M		26k	46.71	View chart
Eli Lilly & Co. (LLY)	0.6	$1.2M	-14%	1.6k	763.01	View chart
Ea Series Trust Ea Astoria Dynmc (AGGA)	0.6	$1.2M	+5%	48k	25.39	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$1.2M	+2%	6.0k	195.86	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.5	$1.2M	-2%	10k	113.88	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.5	$1.1M	-15%	23k	49.72	View chart
Tesla Motors (TSLA)	0.5	$1.1M	+22%	2.5k	444.76	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$1.1M	-3%	1.5k	746.80	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$1.1M	+29%	2.3k	479.67	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.5	$1.1M		2.4k	463.72	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.5	$1.1M	+37%	32k	34.17	View chart
Ea Series Trust Astoria Us Quali (GQQQ)	0.5	$1.1M	+11%	37k	29.52	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.5	$1.1M	+51%	31k	34.65	View chart
Caterpillar (CAT)	0.5	$1.1M	-3%	2.2k	477.07	View chart
Royal Caribbean Cruises (RCL)	0.5	$1.0M		3.2k	323.60	View chart
Palantir Technologies Cl A (PLTR)	0.5	$1.0M	+4%	5.7k	182.42	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.5	$1.0M	+13%	3.7k	279.32	View chart
Visa Com Cl A (V)	0.5	$1.0M	-3%	3.0k	341.34	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.5	$1.0M	-11%	8.9k	113.62	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$1.0M	+6%	5.4k	186.50	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$984k	-13%	19k	50.73	View chart
Mastercard Incorporated Cl A (MA)	0.4	$916k		1.6k	568.96	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.4	$901k	+11%	20k	46.24	View chart
Exxon Mobil Corporation (XOM)	0.4	$898k	-39%	8.0k	112.75	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.4	$896k		30k	29.62	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$889k	+8%	38k	23.47	View chart
Home Depot (HD)	0.4	$868k	-23%	2.1k	405.11	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$854k		15k	57.52	View chart
At&t (T)	0.4	$853k	-3%	30k	28.24	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.4	$827k	-3%	8.0k	103.36	View chart
AmerisourceBergen (COR)	0.4	$826k	+7%	2.6k	312.57	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$808k	+75%	5.9k	137.79	View chart
Netflix (NFLX)	0.4	$803k	-2%	670.00	1198.07	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.3	$759k	+7%	15k	52.30	View chart
Webster Financial Corporation (WBS)	0.3	$751k		13k	59.44	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$743k	-10%	12k	59.92	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$722k	+3%	1.4k	502.62	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$709k	+12%	11k	65.92	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$696k	-14%	12k	57.10	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$693k		1.7k	402.33	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.3	$686k	+57%	24k	28.39	View chart
Oracle Corporation (ORCL)	0.3	$680k	-11%	2.4k	281.22	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$672k		9.9k	68.08	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$671k	+8%	7.1k	95.14	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.3	$654k	-3%	11k	59.91	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$649k		6.5k	100.25	View chart
Verizon Communications (VZ)	0.3	$647k	+8%	15k	43.95	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.3	$637k		13k	49.99	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$612k		2.2k	281.81	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$603k	-2%	5.8k	103.07	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.3	$600k	+21%	21k	28.90	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.3	$577k	+2%	3.9k	148.62	View chart
Capital Group Core Balanced SHS (CGBL)	0.3	$572k		17k	34.72	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$571k	+9%	2.8k	206.52	View chart
Waste Management (WM)	0.3	$555k		2.5k	220.84	View chart
Sprott Asset Management Physical Silver (PSLV)	0.2	$533k	+4%	34k	15.70	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.2	$514k		10k	50.49	View chart
McDonald's Corporation (MCD)	0.2	$505k	-5%	1.7k	303.84	View chart
Cintas Corporation (CTAS)	0.2	$495k		2.4k	205.22	View chart
Constellation Energy (CEG)	0.2	$491k		1.5k	329.08	View chart
Arista Networks Com Shs (ANET)	0.2	$477k		3.3k	145.71	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$472k	-8%	7.0k	67.51	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.2	$464k	-15%	10k	46.32	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$451k	-2%	17k	26.95	View chart
Novartis Sponsored Adr (NVS)	0.2	$449k		3.5k	128.23	View chart
Collaborative Investmnt Ser Rareview Totl Rt (RTRE)	0.2	$448k	-2%	18k	25.41	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$444k		6.0k	74.37	View chart
Wal-Mart Stores (WMT)	0.2	$441k	-7%	4.3k	103.06	View chart
Sprott Asset Management Physical Gold An (CEF)	0.2	$439k	+14%	12k	36.69	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$434k	+10%	10k	42.79	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$433k	+22%	8.1k	53.24	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$429k	-4%	4.5k	95.13	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$414k		1.7k	241.95	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.2	$412k	+84%	7.9k	52.23	View chart
Qualcomm (QCOM)	0.2	$408k	-23%	2.5k	166.35	View chart
Cardinal Health (CAH)	0.2	$408k	+2%	2.6k	156.94	View chart
CSX Corporation (CSX)	0.2	$403k	-4%	11k	35.51	View chart
Duke Energy Corp Com New (DUK)	0.2	$400k	-3%	3.2k	123.75	View chart
Johnson & Johnson (JNJ)	0.2	$399k	-7%	2.2k	185.38	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$388k	+12%	7.7k	50.07	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$380k		7.0k	54.18	View chart
Ea Series Trust Alpha Architect (CAOS)	0.2	$379k	+19%	4.2k	89.53	View chart
Coca-Cola Company (KO)	0.2	$378k		5.7k	66.32	View chart
Philip Morris International (PM)	0.2	$377k	-5%	2.3k	162.19	View chart
Fidelity Merrimack Str Tr Investment Gr Bd (FIGB)	0.2	$377k	+7%	8.7k	43.50	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$376k	-6%	5.8k	65.26	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$375k	+24%	2.7k	140.96	View chart
Procter & Gamble Company (PG)	0.2	$370k	-24%	2.4k	153.66	View chart
Linde SHS (LIN)	0.2	$360k		759.00	474.82	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$360k	+15%	4.9k	73.29	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$358k	-8%	4.7k	76.73	View chart
Southern Company (SO)	0.2	$346k		3.7k	94.76	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$344k	-5%	1.4k	239.67	View chart
Danaher Corporation (DHR)	0.2	$344k		1.7k	198.27	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.2	$343k	+19%	6.7k	50.90	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	0.2	$340k	-17%	6.8k	49.68	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.2	$338k	-34%	15k	23.38	View chart
Marathon Petroleum Corp (MPC)	0.2	$337k	+4%	1.8k	192.71	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$337k		2.2k	154.20	View chart
RBB Us Treas 3 Mnth (TBIL)	0.2	$333k	+10%	6.7k	50.00	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$333k	-31%	3.0k	111.24	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$331k		14k	24.40	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.2	$329k	+18%	6.8k	48.42	View chart
Pepsi (PEP)	0.1	$324k	-25%	2.3k	140.45	View chart
Raytheon Technologies Corp (RTX)	0.1	$324k		1.9k	167.33	View chart
Costco Wholesale Corporation (COST)	0.1	$322k		348.00	925.53	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$314k	+33%	9.9k	31.91	View chart
International Business Machines (IBM)	0.1	$314k	-7%	1.1k	282.20	View chart
Kla Corp Com New (KLAC)	0.1	$313k	+26%	290.00	1079.71	View chart
Micron Technology (MU)	0.1	$312k	NEW	1.9k	168.21	View chart
American Electric Power Company (AEP)	0.1	$310k	+9%	2.8k	112.50	View chart
Etf Opportunities Trust Rex Fang & Innov (FEPI)	0.1	$310k	+18%	6.6k	46.85	View chart
UnitedHealth (UNH)	0.1	$309k	-30%	894.00	345.15	View chart
Walt Disney Company (DIS)	0.1	$304k	-7%	2.7k	114.51	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$303k	-3%	3.5k	87.30	View chart
Republic Services (RSG)	0.1	$297k		1.3k	229.48	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	0.1	$294k	+25%	5.6k	52.46	View chart
Chevron Corporation (CVX)	0.1	$291k	-53%	1.9k	155.26	View chart
Franklin Templeton Etf Tr Us Equity Index (USPX)	0.1	$289k		4.9k	58.58	View chart
Pfizer (PFE)	0.1	$288k	-9%	11k	25.48	View chart
Lockheed Martin Corporation (LMT)	0.1	$287k	-24%	575.00	499.41	View chart
Anthem (ELV)	0.1	$282k	-2%	873.00	323.25	View chart
M&T Bank Corporation (MTB)	0.1	$280k	-14%	1.4k	197.56	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$279k	NEW	1.1k	243.51	View chart
Lam Research Corp Com New (LRCX)	0.1	$278k	NEW	2.1k	133.90	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$278k		1.9k	145.68	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.1	$278k	+26%	11k	24.93	View chart
McKesson Corporation (MCK)	0.1	$277k	NEW	359.00	772.73	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$277k	NEW	3.1k	89.14	View chart
SYSCO Corporation (SYY)	0.1	$274k	-3%	3.3k	82.33	View chart
Fidelity National Information Services (FIS)	0.1	$272k	+5%	4.1k	65.94	View chart
Collaborative Investmnt Ser Rareview Dynamic (RDFI)	0.1	$271k		11k	24.29	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$271k		3.0k	89.34	View chart
MercadoLibre (MELI)	0.1	$270k		115.00	2345.82	View chart
Cisco Systems (CSCO)	0.1	$270k	-12%	3.9k	68.42	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.1	$269k		11k	24.77	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.1	$268k	-9%	2.9k	91.76	View chart
Franco-Nevada Corporation (FNV)	0.1	$268k	NEW	1.2k	222.91	View chart
Enbridge (ENB)	0.1	$268k	-10%	5.3k	50.46	View chart
Automatic Data Processing (ADP)	0.1	$266k	+2%	907.00	293.58	View chart
Realty Income (O)	0.1	$260k	NEW	4.3k	60.79	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$260k	-16%	2.1k	121.07	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.1	$259k	-18%	4.5k	57.19	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$258k	NEW	8.7k	29.62	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$257k		13k	19.56	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$256k	+15%	1.8k	142.14	View chart
Applied Materials (AMAT)	0.1	$250k	-6%	1.2k	204.70	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.1	$247k		8.4k	29.32	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$247k		4.6k	54.16	View chart
American Express Company (AXP)	0.1	$246k	-3%	741.00	332.28	View chart
Adobe Systems Incorporated (ADBE)	0.1	$244k	-22%	693.00	352.51	View chart
Palo Alto Networks (PANW)	0.1	$240k	-5%	1.2k	203.54	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.1	$240k		11k	22.08	View chart
Alliant Energy Corporation (LNT)	0.1	$238k		3.5k	67.41	View chart
ConocoPhillips (COP)	0.1	$234k	-9%	2.5k	94.57	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$231k	-9%	2.5k	91.43	View chart
Stryker Corporation (SYK)	0.1	$230k		623.00	369.65	View chart
Intuit (INTU)	0.1	$230k	+17%	337.00	682.87	View chart
Starbucks Corporation (SBUX)	0.1	$226k	-21%	2.7k	84.61	View chart
Ssga Active Tr Spdr Bridgewater (ALLW)	0.1	$226k	NEW	8.1k	27.88	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$223k	-7%	3.7k	60.03	View chart
American Intl Group Com New (AIG)	0.1	$223k		2.8k	78.54	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.1	$221k	NEW	4.1k	54.20	View chart
Ford Motor Company (F)	0.1	$220k		18k	11.96	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.1	$219k	NEW	4.7k	46.63	View chart
Vanguard World Utilities Etf (VPU)	0.1	$212k	NEW	1.1k	189.40	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$211k	NEW	2.5k	86.30	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$211k	NEW	4.9k	43.30	View chart
Kimberly-Clark Corporation (KMB)	0.1	$210k	-3%	1.7k	124.34	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$210k	-5%	3.9k	53.87	View chart
Altria (MO)	0.1	$210k	NEW	3.2k	66.06	View chart
Ishares Tr Us Consum Discre (IYC)	0.1	$209k	NEW	2.0k	104.80	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$207k	-18%	4.5k	46.42	View chart
Fiserv (FI)	0.1	$205k	NEW	1.6k	128.92	View chart
Citigroup Com New (C)	0.1	$205k	NEW	2.0k	101.48	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$205k	NEW	2.4k	87.21	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$204k	NEW	6.4k	31.62	View chart
Amplify Etf Tr Cwp Growth & Inc (QDVO)	0.1	$202k	NEW	6.9k	29.04	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$176k		10k	16.90	View chart

Past Filings by Latitude Advisors

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

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
Latitude Advisors 2021 Q4 filed Jan. 18, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z