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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, SPY, SPYM, NVDA, and represent 22.32% of Latitude Advisors's stock portfolio.
Added to shares of these 10 stocks: IWF, VUG, VGT, CAOS, DBMF, ALL, SPYM, MGK, TPL, AAPL.
Started 36 new stock positions in MUB, TCAF, DIS, SHLD, UNH, MS, BSCR, WDC, CGMU, ALL.
Reduced shares in these 10 stocks: SHV, ARP, BIL, IVV, DIA, CTA, RTRE, TYL, META, BTAL.
Sold out of its positions in ABT, RTRE, FIVE, EMB, SHV, JBND, ORCL, BIL, BNDX, VGIT.
Latitude Advisors was a net buyer of stock by $17M.
Latitude Advisors has $251M in assets under management (AUM), dropping by 14.89%.
Central Index Key (CIK): 0001843715

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Portfolio Holdings for Latitude Advisors

Latitude Advisors holds 239 positions in its portfolio as reported in the June 2026 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)	9.6	$24M	-4%	740k	32.47	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.7	$14M	-5%	19k	748.88	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.9	$7.3M	+8%	9.7k	746.76	View chart
Spdr Series Trust St Str P500etf (SPYM)	2.1	$5.3M	+15%	61k	87.88	View chart
NVIDIA Corporation (NVDA)	2.0	$5.0M	+6%	25k	200.09	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	1.9	$4.7M	+10%	96k	49.28	View chart
Spdr Gold Tr Gold Shs (GLD)	1.8	$4.6M		13k	368.39	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	1.6	$4.1M	+13%	87k	47.20	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$4.0M	+14%	5.9k	686.76	View chart
Amazon (AMZN)	1.6	$4.0M	-5%	17k	238.34	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.5	$3.7M	-2%	43k	86.42	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	1.5	$3.6M	-8%	38k	96.76	View chart
Apple (AAPL)	1.4	$3.6M	+19%	12k	289.35	View chart
Abbvie (ABBV)	1.3	$3.3M	+2%	13k	251.64	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	1.3	$3.3M	+8%	75k	44.48	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.1	$2.7M	+2%	12k	236.63	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.1	$2.7M	+4%	85k	31.71	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$2.5M		6.8k	370.02	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.0	$2.5M	+10%	36k	68.01	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	1.0	$2.4M	+18%	64k	37.51	View chart
Broadcom (AVGO)	0.9	$2.3M	-8%	6.1k	377.73	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.9	$2.2M	+14%	52k	42.33	View chart
Microsoft Corporation (MSFT)	0.9	$2.2M	-3%	5.8k	372.99	View chart
Caterpillar (CAT)	0.9	$2.2M		2.0k	1064.94	View chart
Kraneshares Trust Mount Lucas Etf (KMLM)	0.9	$2.2M		79k	27.52	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$2.1M	+533%	17k	124.17	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$2.1M	+17%	15k	137.53	View chart
Ea Series Trust Ea Astoria Dynmc (AGGA)	0.8	$2.0M	+29%	81k	25.13	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.8	$2.0M	-3%	17k	118.99	View chart
Eli Lilly & Co. (LLY)	0.7	$1.8M	+18%	1.5k	1199.64	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.7	$1.8M		3.7k	477.56	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$1.7M	+599%	20k	86.14	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.7	$1.7M	+16%	11k	156.96	View chart
Micron Technology (MU)	0.7	$1.7M	-10%	1.5k	1154.26	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.7	$1.7M	+20%	37k	46.15	View chart
Investment Managers Ser Tr I Astoria Real (PPI)	0.7	$1.7M		79k	21.29	View chart
Ea Series Trust Ast Equ Kin Etf (ROE)	0.6	$1.6M		37k	42.63	View chart
JPMorgan Chase & Co. (JPM)	0.6	$1.6M	-6%	4.9k	327.30	View chart
Ea Series Trust Alpha Architect (CAOS)	0.6	$1.5M	+246%	17k	90.36	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$1.5M	-5%	19k	76.55	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$1.5M	+14%	6.4k	227.07	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.5M	-16%	4.1k	357.34	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$1.4M	-7%	6.5k	219.42	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.6	$1.4M	+12%	61k	23.13	View chart
Vanguard World Inf Tech Etf (VGT)	0.6	$1.4M	+693%	12k	119.52	View chart
Ea Series Trust Asto Us Grow Etf (GQQQ)	0.6	$1.4M	-6%	38k	36.32	View chart
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM)	0.5	$1.4M	+22%	42k	32.97	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.5	$1.3M	+13%	25k	53.09	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.5	$1.3M	+19%	23k	56.79	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$1.2M		5.5k	217.92	View chart
Capital Group Core Balanced SHS (CGBL)	0.5	$1.2M	+10%	31k	37.96	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.5	$1.2M	+3%	9.4k	122.30	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$1.1M	-14%	14k	82.84	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.1M		8.2k	136.71	View chart
Agf Invts Tr Us Market Netrl (BTAL)	0.4	$1.1M	-24%	101k	11.15	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$1.1M	+3%	17k	61.46	View chart
Tesla Motors (TSLA)	0.4	$1.1M		2.5k	420.52	View chart
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF)	0.4	$1.1M	NEW	35k	30.61	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.4	$1.0M	-40%	39k	25.94	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$1.0M	+16%	10k	98.98	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$1000k	-4%	4.0k	252.23	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.4	$970k	+24%	18k	52.72	View chart
Webster Financial Corporation (WBS)	0.4	$966k		13k	76.42	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.4	$933k		21k	45.49	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$932k	+6%	9.9k	94.52	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.4	$915k	-10%	18k	49.81	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.4	$912k		30k	30.17	View chart
Royal Caribbean Cruises (RCL)	0.4	$906k	-2%	2.9k	317.51	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$905k	-6%	7.3k	124.43	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.4	$886k		8.7k	102.16	View chart
Meta Platforms Cl A (META)	0.3	$872k	-31%	1.5k	563.46	View chart
Collaborative Investmnt Ser Rare Dy Fixe Etf (RDFI)	0.3	$864k	+76%	36k	23.82	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.3	$810k	+12%	31k	26.52	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$792k		11k	75.79	View chart
Visa Com Cl A (V)	0.3	$780k	-18%	2.3k	343.04	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$765k	+406%	8.7k	87.91	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.3	$747k		16k	45.58	View chart
Zacks Trust Earngs Constant (ZECP)	0.3	$746k	+48%	20k	37.74	View chart
Johnson & Johnson (JNJ)	0.3	$737k	+43%	2.9k	253.97	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$734k	+20%	4.5k	161.55	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$724k	-13%	14k	50.57	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.3	$719k	-6%	3.8k	190.53	View chart
Home Depot (HD)	0.3	$718k	+36%	2.0k	352.65	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$712k	-4%	10k	71.25	View chart
Verizon Communications (VZ)	0.3	$711k	+3%	17k	42.34	View chart
Allstate Corporation (ALL)	0.3	$710k	NEW	3.0k	237.94	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.3	$698k		14k	50.39	View chart
Lam Research Corp Com New (LRCX)	0.3	$694k	+4%	1.6k	433.33	View chart
Tyler Technologies (TYL)	0.3	$690k	-45%	2.4k	292.46	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	0.3	$689k	+27%	14k	49.09	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$679k	-8%	11k	61.23	View chart
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ)	0.3	$659k	+2%	11k	59.31	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.3	$658k		13k	49.78	View chart
Mastercard Incorporated Cl A (MA)	0.3	$654k	-11%	1.3k	513.45	View chart
Duke Energy Corp Com New (DUK)	0.3	$651k	+52%	5.1k	126.57	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$646k	-2%	1.3k	500.26	View chart
CSX Corporation (CSX)	0.3	$640k	+35%	14k	47.53	View chart
Sprott Asset Management Physical Silver (PSLV)	0.3	$640k		34k	18.87	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$635k	+100%	11k	56.16	View chart
Arista Networks Com Shs (ANET)	0.2	$625k	+6%	3.7k	169.88	View chart
At&t (T)	0.2	$613k	-8%	30k	20.70	View chart
Palantir Technologies Cl A (PLTR)	0.2	$603k		5.2k	116.67	View chart
Texas Pacific Land Corp (TPL)	0.2	$586k	NEW	1.3k	437.57	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.2	$578k	-10%	11k	52.34	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$576k		3.5k	164.29	View chart
Procter & Gamble Company (PG)	0.2	$575k	+60%	3.9k	146.65	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$568k	+7%	3.6k	158.01	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$566k	+22%	5.9k	96.48	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$563k	-7%	10k	56.48	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.2	$559k		10k	55.57	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$558k	+37%	11k	50.58	View chart
Cardinal Health (CAH)	0.2	$549k	-17%	2.3k	237.52	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.2	$543k	+18%	13k	43.11	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$541k	-57%	1.0k	522.40	View chart
Coca-Cola Company (KO)	0.2	$539k	+3%	6.6k	81.27	View chart
Etf Opportunities Trust Rex Fa In Eq Etf (FEPI)	0.2	$528k	-2%	12k	43.12	View chart
Novartis Sponsored Adr (NVS)	0.2	$520k		3.3k	156.73	View chart
Sprott Asset Management Physical Gold An (CEF)	0.2	$518k		13k	40.23	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.2	$514k	-2%	8.9k	57.67	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$500k	-11%	4.9k	102.30	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.2	$500k		10k	49.25	View chart
Advanced Micro Devices (AMD)	0.2	$488k	NEW	840.00	580.91	View chart
Morgan Stanley Com New (MS)	0.2	$488k	NEW	2.3k	209.02	View chart
Capital Group Global Equity SHS (CGGE)	0.2	$481k	+58%	14k	35.24	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$478k	+3%	5.3k	90.09	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$475k		6.2k	77.11	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$472k	+3%	18k	26.50	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$463k		4.1k	114.19	View chart
Philip Morris International (PM)	0.2	$462k	+24%	2.6k	180.93	View chart
Goldman Sachs (GS)	0.2	$461k	+37%	456.00	1010.30	View chart
Netflix (NFLX)	0.2	$458k	-12%	6.4k	71.40	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$451k	+18%	8.7k	51.85	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$442k		1.5k	300.37	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$441k	+49%	19k	22.78	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$439k	+3%	4.5k	96.47	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.2	$436k		2.4k	185.22	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$435k	-20%	7.3k	59.73	View chart
Capital Grp Fixed Incm Etf T Mun High Etf (CGHM)	0.2	$430k	+57%	17k	25.85	View chart
McDonald's Corporation (MCD)	0.2	$428k	-5%	1.6k	270.32	View chart
American Electric Power Company (AEP)	0.2	$424k	+16%	3.1k	136.82	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$421k	+7%	2.7k	156.29	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$421k	NEW	5.5k	76.11	View chart
Capital Group International SHS (CGIE)	0.2	$421k	NEW	11k	36.78	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.2	$415k	+79%	14k	29.01	View chart
Marathon Petroleum Corp (MPC)	0.2	$415k		1.6k	255.69	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$414k		1.2k	353.24	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.2	$413k	+24%	10k	41.43	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.2	$412k	NEW	11k	36.60	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$404k	-3%	3.9k	103.21	View chart
Altria (MO)	0.2	$402k	+49%	5.6k	71.95	View chart
Fidelity Merrimack Str Tr Investment Gr Bd (FIGB)	0.2	$400k	+10%	9.3k	42.83	View chart
Waste Management (WM)	0.2	$396k	-28%	1.8k	222.93	View chart
Realty Income (O)	0.2	$395k	+7%	6.4k	61.96	View chart
Wal-Mart Stores (WMT)	0.2	$388k	-3%	3.4k	113.26	View chart
Ge Aerospace Com New (GE)	0.2	$387k	NEW	1.0k	373.69	View chart
Cisco Systems (CSCO)	0.2	$385k	+4%	3.3k	117.45	View chart
Linde SHS (LIN)	0.2	$383k		739.00	518.83	View chart
Intel Corporation (INTC)	0.2	$380k	NEW	2.7k	139.64	View chart
Costco Wholesale Corporation (COST)	0.1	$376k	-5%	402.00	935.24	View chart
Amplify Etf Tr Cwp Gro Inc Etf (QDVO)	0.1	$376k	-10%	13k	29.84	View chart
Zacks Trust Quality Intl Etf (QUIZ)	0.1	$365k	+68%	13k	29.22	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$347k	+29%	6.5k	53.47	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$346k	+19%	1.4k	242.44	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$346k		4.2k	82.27	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$345k		5.1k	67.56	View chart
Qualcomm (QCOM)	0.1	$343k		1.9k	184.80	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.1	$343k	+36%	7.7k	44.62	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$338k		6.6k	51.51	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$337k		14k	24.14	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$336k	+3%	2.9k	117.29	View chart
International Business Machines (IBM)	0.1	$335k	+12%	1.2k	281.25	View chart
RBB F/m Us Treasury (TBIL)	0.1	$332k		6.7k	49.86	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$330k	-16%	6.5k	50.60	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$328k	+13%	4.5k	73.41	View chart
Constellation Energy (CEG)	0.1	$328k	-3%	1.3k	248.40	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$327k	+10%	3.8k	85.50	View chart
Franklin Templeton Etf Tr Us Equity Index (USPX)	0.1	$325k		5.0k	65.30	View chart
Western Digital (WDC)	0.1	$323k	NEW	506.00	638.89	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$321k		2.9k	109.43	View chart
Pepsi (PEP)	0.1	$321k		2.4k	135.39	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$319k		5.3k	59.69	View chart
Applied Materials (AMAT)	0.1	$313k	-51%	433.00	723.76	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.1	$313k	+2%	1.6k	190.95	View chart
Ge Vernova (GEV)	0.1	$310k	NEW	264.00	1175.16	View chart
Chevron Corporation (CVX)	0.1	$309k	-17%	1.9k	165.74	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$305k	-2%	9.0k	33.84	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.1	$302k		12k	25.44	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.1	$297k	+3%	13k	22.34	View chart
Anthem (ELV)	0.1	$296k		765.00	386.58	View chart
Southern Company (SO)	0.1	$293k	+2%	3.1k	95.72	View chart
Kla Corp Com New (KLAC)	0.1	$291k	+264%	966.00	301.63	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.1	$291k	NEW	11k	27.47	View chart
Capital One Financial (COF)	0.1	$287k	NEW	1.4k	200.64	View chart
Corning Incorporated (GLW)	0.1	$286k	NEW	1.1k	255.43	View chart
Cintas Corporation (CTAS)	0.1	$285k	-27%	1.7k	170.11	View chart
Merck & Co (MRK)	0.1	$283k	-4%	2.2k	128.48	View chart
Walt Disney Company (DIS)	0.1	$283k	NEW	2.9k	96.23	View chart
Danaher Corporation (DHR)	0.1	$279k	-20%	1.5k	190.50	View chart
SYSCO Corporation (SYY)	0.1	$278k	+2%	3.3k	83.59	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$277k	+5%	2.9k	96.59	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$276k	NEW	2.6k	107.61	View chart
Republic Services (RSG)	0.1	$276k		1.3k	213.08	View chart
Franco-Nevada Corporation (FNV)	0.1	$276k		1.3k	208.44	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$275k	NEW	4.6k	59.71	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	0.1	$274k	-9%	7.9k	34.62	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$273k	-15%	5.1k	53.11	View chart
Alliant Energy Corporation (LNT)	0.1	$269k		3.5k	76.29	View chart
Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM)	0.1	$265k	NEW	10k	26.38	View chart
Lockheed Martin Corporation (LMT)	0.1	$265k		520.00	509.73	View chart
Pfizer (PFE)	0.1	$263k	-6%	11k	24.08	View chart
American Intl Group Com New (AIG)	0.1	$261k	+23%	3.5k	74.52	View chart
Capital Group International SHS (CGIC)	0.1	$258k	NEW	7.1k	36.39	View chart
Ssga Active Tr Sst Bridgewater (ALLW)	0.1	$257k	NEW	8.8k	29.27	View chart
United Parcel Svcs CL B (UPS)	0.1	$256k	+9%	2.4k	107.49	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.1	$253k	NEW	6.1k	41.10	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$249k		609.00	409.60	View chart
MercadoLibre (MELI)	0.1	$249k	+7%	146.00	1702.47	View chart
UnitedHealth (UNH)	0.1	$243k	NEW	585.00	415.76	View chart
Starbucks Corporation (SBUX)	0.1	$239k		2.3k	102.21	View chart
Ford Motor Company (F)	0.1	$235k		17k	13.90	View chart
ConocoPhillips (COP)	0.1	$231k		2.2k	103.95	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$230k	NEW	842.00	273.63	View chart
Enbridge (ENB)	0.1	$229k	-11%	4.2k	54.21	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.1	$229k	NEW	3.0k	76.16	View chart
Ishares Tr Us Consum Discre (IYC)	0.1	$228k		2.3k	101.10	View chart
Capital Group Equity Etf Tr Us Large Growt (CGGG)	0.1	$219k	NEW	7.6k	28.65	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.1	$219k	-18%	8.7k	25.17	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$218k	NEW	650.00	335.04	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.1	$216k	NEW	4.3k	50.37	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$213k	-2%	4.0k	53.60	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.1	$209k	NEW	1.3k	158.22	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$208k	-17%	1.7k	121.73	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.1	$208k	NEW	7.3k	28.39	View chart
M&T Bank Corporation (MTB)	0.1	$207k	NEW	870.00	237.91	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.1	$207k	NEW	4.9k	41.91	View chart
Texas Instruments Incorporated (TXN)	0.1	$205k	NEW	688.00	298.12	View chart
Entergy Corporation (ETR)	0.1	$204k	NEW	1.8k	114.84	View chart
Marvell Technology (MRVL)	0.1	$201k	NEW	674.00	298.04	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$197k	NEW	10k	19.61	View chart

Past Filings by Latitude Advisors

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

Latitude Advisors 2026 Q2 filed July 28, 2026
Latitude Advisors 2026 Q1 filed April 27, 2026
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

View all past filings

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