$113 Million is the total value of Latitude Advisors, LLC's 136 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2020 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 12 | Q3 2023 | 9.2% |
| SPDR S&P 500 ETF TR | 12 | Q3 2023 | 11.8% |
| INVESCO QQQ TR | 12 | Q3 2023 | 10.4% |
| TYLER TECHNOLOGIES INC | 12 | Q3 2023 | 5.4% |
| APPLE INC | 12 | Q3 2023 | 2.4% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 5.0% |
| MICROSOFT CORP | 12 | Q3 2023 | 1.8% |
| PIMCO ETF TR | 12 | Q3 2023 | 3.4% |
| VANGUARD BD INDEX FDS | 12 | Q3 2023 | 2.2% |
| VANGUARD SPECIALIZED FUNDS | 12 | Q3 2023 | 1.4% |
View Latitude Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-18 |
View Latitude Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.