LA

Latitude Advisors, LLC

13F
Latitude Advisors, LLC
Last update 2025-04-28 186 Stocks (15 new)
Value $172.00 Mil Turnover 12 %
Countries:
Top Holdings: ARP(11.06%)IVV(6.59%)SPY(3.29%)GLD(3.23%)TYL(2.74%)
Summary Stock Picks Current Portfolio
Latitude Advisors, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ARP
PMV Adaptive Risk Parity ETF
688,115
19,030.0
+17.63%
11.060
+1.66%
-
+4.72%
+5.37%
30.0
 
IVV
iShares Core S&P 500 ETF
20,177
11,337.5
+4.79%
6.590
+0.30%
0.000
+19.67%
+7.80%
634,518.9
 
SPY
SPDR S&P 500 ETF Trust
10,117
5,659.3
-7.78%
3.290
-0.28%
0.000
+19.57%
+7.72%
643,289.7
 
GLD
SPDR Gold Shares ETF
19,305
5,562.5
+23.88%
3.230
+0.62%
0.010
+0.74%
+27.37%
101,985.4
 
TYL
Tyler Technologies Inc
8,110
4,715.1
-5.81%
2.740
-0.16%
0.020
-1.02%
-2.13%
24,337.2
Software
SPLG
SPDR Portfolio S&P 500 ETF
54,173
3,562.4
-9.16%
2.070
-0.21%
0.010
+19.60%
+7.78%
76,985.6
 
TLT
iShares 20+ Year Treasury Bond ETF
38,781
3,530.2
+8.45%
2.050
+0.16%
0.010
-1.53%
-0.28%
47,103.6
 
AMZN
Amazon.com Inc
17,203
3,273.0
+0.75%
1.900
+0.01%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
MSFT
Microsoft Corp
6,944
2,606.8
+4.34%
1.520
+0.06%
0.000
+38.94%
+21.47%
3,790,969.0
Software
ABBV
AbbVie Inc
12,063
2,527.4
-2.36%
1.470
-0.03%
0.000
+10.35%
+9.44%
334,309.4
Drug Manufacturers

Latitude Advisors, LLC's Historical Top Holdings Breakdowns

Latitude Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
QQQ
INVESCO QQQ Trust
2025-03-31
Sold Out
Sold Out
-4.53%
●
468.34 ($508.07) 539.52
$561.26
10.47%
Sold Out
0
-15,729
ARP
PMV Adaptive Risk Parity ETF
2025-03-31
Add
Add
+1.66%
●
27.14 ($27.63) 28.2
$28.64
3.66%
Add 17.63%
688,115
103,149
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2025-03-31
Reduce
Reduce
-1.13%
●
91.45 ($91.59) 91.75
$91.64
0.05%
Reduce -87.26%
3,183
-21,809
IWF
iShares Russell 1000 Growth ETF
2025-03-31
Reduce
Reduce
-0.98%
●
360.07 ($394.62) 417.26
$434.26
10.05%
Reduce -61.4%
2,728
-4,340
SHV
iShares Short Treasury Bond ETF
2025-03-31
Reduce
Reduce
-0.94%
●
110.11 ($110.29) 110.51
$110.30
0.01%
Reduce -89.14%
1,849
-15,174
VTV
Vanguard Value ETF
2025-03-31
Reduce
Reduce
-0.88%
●
167.73 ($174.39) 179.21
$177.66
1.88%
Reduce -64.34%
5,069
-9,146
XLF
Financial Select Sector SPDR
2025-03-31
New Buy
New Buy
+0.71%
●
47.32 ($50.16) 52.19
$52.54
4.74%
New holding
24,643
24,643
GLD
SPDR Gold Shares ETF
2025-03-31
Add
Add
+0.62%
●
243.19 ($264.45) 288.14
$308.39
16.62%
Add 23.88%
19,305
3,721
EFA
iShares MSCI EAFE ETF
2025-03-31
New Buy
New Buy
+0.60%
●
74.85 ($80.6) 84.89
$88.36
9.63%
New holding
12,641
12,641
DIA
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
2025-03-31
Add
Add
+0.54%
●
408.78 ($432.49) 448.82
$443.26
2.49%
Add 323.73%
2,928
2,237

Latitude Advisors, LLC Total Holding History ($B)

To

Latitude Advisors, LLC's Asset Allocation

To

Latitude Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Latitude Advisors, LLC's Hypothetical Growth since 2025-03-31

Latitude Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Latitude Advisors, LLC's Holdings Heat Map

Size field:

Latitude Advisors, LLC's Holdings Bubble Chart

Latitude Advisors, LLC News

  • 1

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