$121 Million is the total value of Latitude Advisors, LLC's 148 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 20.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $10,868,000 | +80.4% | 30,302 | +90.7% | 8.98% | +62.2% |
| TYL | Buy | TYLER TECHNOLOGIES INC | $6,486,000 | +81.8% | 18,664 | +73.9% | 5.36% | +63.5% |
| TLT | New | ISHARES TR20 yr tr bd etf | $5,582,000 | – | 54,483 | +100.0% | 4.61% | – |
| USDU | New | WISDOMTREE TRblmbg us bull | $5,375,000 | – | 180,482 | +100.0% | 4.44% | – |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $4,166,000 | +44.3% | 42,143 | +45.2% | 3.44% | +29.8% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $3,685,000 | +46.0% | 73,469 | +44.9% | 3.04% | +31.3% |
| SHV | Sell | ISHARES TRshort treas bd | $3,334,000 | -57.3% | 30,313 | -57.3% | 2.75% | -61.6% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $3,283,000 | -4.9% | 9,190 | +0.4% | 2.71% | -14.5% |
| PDBC | Sell | INVESCO ACTVELY MNGD ETC FDoptimum yield | $2,813,000 | -11.1% | 173,883 | -0.9% | 2.32% | -20.1% |
| AAPL | Buy | APPLE INC | $2,729,000 | +12.8% | 19,744 | +11.6% | 2.25% | +1.4% |
| GLD | Buy | SPDR GOLD TR | $2,675,000 | +19.8% | 17,294 | +30.5% | 2.21% | +7.7% |
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $2,534,000 | +92.1% | 42,717 | +92.3% | 2.09% | +72.7% |
| UUP | Sell | INVESCO DB US DLR INDEX TRbullish fd | $2,500,000 | -48.0% | 82,926 | -51.8% | 2.06% | -53.3% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $2,270,000 | +17.4% | 8,495 | +23.1% | 1.88% | +5.5% |
| MSFT | Buy | MICROSOFT CORP | $2,045,000 | +5.6% | 8,781 | +16.4% | 1.69% | -5.1% |
| AMZN | Buy | AMAZON COM INC | $2,030,000 | +8.3% | 17,962 | +1.7% | 1.68% | -2.7% |
| Sell | INVESTMENT MANAGERS SER TR Iaxs astoria infl | $1,929,000 | -48.5% | 86,057 | -46.5% | 1.59% | -53.7% | |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $1,926,000 | -12.3% | 26,997 | -7.5% | 1.59% | -21.2% |
| ICLN | New | ISHARES TRgl clean ene etf | $1,897,000 | – | 99,366 | +100.0% | 1.57% | – |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,538,000 | -0.5% | 11,382 | +5.7% | 1.27% | -10.5% |
| XOM | Buy | EXXON MOBIL CORP | $1,364,000 | +5.6% | 15,618 | +3.5% | 1.13% | -5.1% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $1,323,000 | +5.3% | 19,910 | +13.5% | 1.09% | -5.4% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,178,000 | -4.5% | 6,563 | +0.4% | 0.97% | -14.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,129,000 | -0.4% | 11,799 | +2169.0% | 0.93% | -10.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,126,000 | +1.0% | 4,216 | +3.2% | 0.93% | -9.2% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $829,000 | -13.6% | 3,782 | -10.8% | 0.68% | -22.2% |
| V | Buy | VISA INC | $801,000 | -9.6% | 4,509 | +0.2% | 0.66% | -18.7% |
| HD | Buy | HOME DEPOT INC | $802,000 | +53.9% | 2,905 | +53.1% | 0.66% | +38.2% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $779,000 | -18.3% | 17,559 | -7.9% | 0.64% | -26.6% |
| FB | Buy | META PLATFORMS INCcl a | $763,000 | -11.5% | 5,621 | +5.1% | 0.63% | -20.5% |
| ENB | Sell | ENBRIDGE INC | $734,000 | -21.4% | 19,785 | -10.5% | 0.61% | -29.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $691,000 | -1.1% | 6,615 | +6.6% | 0.57% | -11.1% |
| VOO | Buy | VANGUARD INDEX FDS | $688,000 | +8.5% | 2,096 | +14.7% | 0.57% | -2.4% |
| IWY | Buy | ISHARES TRrus tp200 gr etf | $669,000 | -4.3% | 5,598 | +0.3% | 0.55% | -13.9% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $665,000 | -29.0% | 5,383 | -24.2% | 0.55% | -36.2% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $607,000 | -11.8% | 2,135 | -2.2% | 0.50% | -20.7% |
| TSLA | Buy | TESLA INC | $601,000 | +16.5% | 2,265 | +195.3% | 0.50% | +4.6% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $582,000 | -5.1% | 11,240 | +2.3% | 0.48% | -14.6% |
| WBS | WEBSTER FINL CORP | $571,000 | +7.1% | 12,636 | 0.0% | 0.47% | -3.7% | |
| ORCL | Buy | ORACLE CORP | $548,000 | -10.5% | 8,980 | +2.6% | 0.45% | -19.4% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $539,000 | -15.4% | 1,066 | -14.1% | 0.44% | -23.9% |
| DHR | Buy | DANAHER CORPORATION | $538,000 | +7.2% | 2,081 | +5.1% | 0.44% | -3.7% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $530,000 | -27.7% | 13,959 | -3.4% | 0.44% | -34.9% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $529,000 | -6.0% | 6,614 | +0.3% | 0.44% | -15.5% |
| SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $528,000 | +11.4% | 12,931 | +0.2% | 0.44% | +0.2% |
| DGRO | Buy | ISHARES TRcore div grwth | $524,000 | -6.3% | 11,777 | +0.4% | 0.43% | -15.8% |
| PFE | Buy | PFIZER INC | $516,000 | -15.3% | 11,798 | +1.5% | 0.43% | -23.9% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $514,000 | -10.6% | 6,872 | -8.2% | 0.42% | -19.5% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $507,000 | -5.9% | 5,269 | +2041.9% | 0.42% | -15.4% |
| DIS | Buy | DISNEY WALT CO | $506,000 | +16.9% | 5,362 | +16.8% | 0.42% | +5.0% |
| LLY | Buy | LILLY ELI & CO | $495,000 | +1.0% | 1,532 | +1.2% | 0.41% | -9.1% |
| USMV | Buy | ISHARES TRmsci usa min vol | $488,000 | +15.4% | 7,383 | +22.5% | 0.40% | +3.6% |
| VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $486,000 | -7.1% | 8,327 | -2.7% | 0.40% | -16.5% |
| EFV | Sell | ISHARES TReafe value etf | $475,000 | -12.8% | 12,329 | -1.8% | 0.39% | -21.8% |
| SCHW | Buy | SCHWAB CHARLES CORP | $475,000 | +30.9% | 6,603 | +14.9% | 0.39% | +17.7% |
| PM | Buy | PHILIP MORRIS INTL INC | $467,000 | -14.2% | 5,627 | +2.1% | 0.39% | -22.8% |
| MRK | Buy | MERCK & CO INC | $464,000 | +3.1% | 5,387 | +9.0% | 0.38% | -7.3% |
| ABC | Sell | AMERISOURCEBERGEN CORP | $455,000 | -4.4% | 3,361 | -0.0% | 0.38% | -14.0% |
| LMT | Buy | LOCKHEED MARTIN CORP | $437,000 | -6.6% | 1,132 | +3.9% | 0.36% | -16.0% |
| VUSB | New | VANGUARD BD INDEX FDSvanguard ultra | $437,000 | – | 8,923 | +100.0% | 0.36% | – |
| PEP | Sell | PEPSICO INC | $436,000 | -20.1% | 2,672 | -18.5% | 0.36% | -28.3% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $433,000 | -29.0% | 5,402 | -19.3% | 0.36% | -36.1% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $433,000 | +9.1% | 1,407 | +20.4% | 0.36% | -1.9% |
| RWK | Buy | INVESCO EXCH TRADED FD TR IIs&p mdcp 400 rev | $432,000 | -4.6% | 5,804 | +0.3% | 0.36% | -14.2% |
| CVX | Buy | CHEVRON CORP NEW | $429,000 | +6.5% | 2,985 | +7.2% | 0.35% | -4.3% |
| SPIB | New | SPDR SER TRportfolio intrmd | $426,000 | – | 13,605 | +100.0% | 0.35% | – |
| AGG | Sell | ISHARES TRcore us aggbd et | $419,000 | -23.4% | 4,350 | -19.1% | 0.35% | -31.2% |
| BKNG | BOOKING HOLDINGS INC | $416,000 | -5.9% | 253 | 0.0% | 0.34% | -15.3% | |
| T | Buy | AT&T INC | $414,000 | -16.5% | 26,975 | +13.9% | 0.34% | -25.0% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $411,000 | +2.2% | 7,620 | +8.5% | 0.34% | -7.9% |
| PG | Buy | PROCTER AND GAMBLE CO | $412,000 | -2.8% | 3,263 | +15.1% | 0.34% | -12.8% |
| IQV | IQVIA HLDGS INC | $407,000 | -16.6% | 2,247 | 0.0% | 0.34% | -25.0% | |
| CMCSA | Sell | COMCAST CORP NEWcl a | $399,000 | -26.5% | 13,614 | -1.6% | 0.33% | -33.9% |
| SPSB | Sell | SPDR SER TRportfolio short | $397,000 | -52.1% | 13,593 | -14.3% | 0.33% | -57.0% |
| SHM | Buy | SPDR SER TRnuveen blmbrg sh | $396,000 | -5.0% | 8,585 | +611.3% | 0.33% | -14.6% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $396,000 | -5.9% | 3,112 | -0.8% | 0.33% | -15.5% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $396,000 | +67.8% | 2,399 | +72.5% | 0.33% | +50.7% |
| ABBV | Buy | ABBVIE INC | $384,000 | -0.8% | 2,858 | +13.1% | 0.32% | -11.0% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $381,000 | -13.0% | 10,474 | -2.5% | 0.32% | -21.6% |
| MBB | Sell | ISHARES TRmbs etf | $380,000 | -14.0% | 4,148 | -16.0% | 0.31% | -22.7% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $378,000 | -11.3% | 11,094 | -6.2% | 0.31% | -20.2% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $375,000 | -4.8% | 4,296 | +0.8% | 0.31% | -14.4% |
| ANTM | ELEVANCE HEALTH INC | $359,000 | -6.0% | 791 | 0.0% | 0.30% | -15.4% | |
| KMX | Sell | CARMAX INC | $357,000 | -29.3% | 5,406 | -3.1% | 0.30% | -36.4% |
| EFG | Sell | ISHARES TReafe grwth etf | $356,000 | -14.2% | 4,899 | -4.9% | 0.29% | -22.8% |
| WFC | Sell | WELLS FARGO CO NEW | $355,000 | -7.6% | 8,815 | -10.2% | 0.29% | -17.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $348,000 | -2.5% | 2,132 | +6.0% | 0.29% | -12.5% |
| PHYS | Sell | SPROTT PHYSICAL GOLD TRunit | $345,000 | -17.7% | 26,971 | -8.7% | 0.28% | -26.0% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $331,000 | -20.2% | 6,785 | -10.8% | 0.27% | -28.3% |
| NFLX | New | NETFLIX INC | $327,000 | – | 1,389 | +100.0% | 0.27% | – |
| CSX | Buy | CSX CORP | $323,000 | -6.4% | 12,108 | +2.0% | 0.27% | -15.8% |
| CAT | Buy | CATERPILLAR INC | $321,000 | -2.4% | 1,958 | +6.4% | 0.26% | -12.3% |
| IWB | New | ISHARES TRrus 1000 etf | $316,000 | – | 1,600 | +100.0% | 0.26% | – |
| D | Sell | DOMINION ENERGY INC | $312,000 | -13.3% | 4,513 | -0.0% | 0.26% | -22.1% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $308,000 | -6.9% | 4,618 | +2.3% | 0.25% | -16.4% |
| TXN | New | TEXAS INSTRS INC | $302,000 | – | 1,952 | +100.0% | 0.25% | – |
| XNTK | Buy | SPDR SER TRnyse tech etf | $302,000 | -8.5% | 3,205 | +0.2% | 0.25% | -17.8% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $293,000 | +14.9% | 4,075 | +16.8% | 0.24% | +3.4% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $292,000 | -1.4% | 6,044 | +0.4% | 0.24% | -11.4% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $292,000 | -14.9% | 7,998 | -2.9% | 0.24% | -23.5% |
| LIN | Buy | LINDE PLC | $291,000 | +4.3% | 1,080 | +11.5% | 0.24% | -6.2% |
| DVY | Buy | ISHARES TRselect divid etf | $291,000 | +28.2% | 2,713 | +40.7% | 0.24% | +14.8% |
| MTB | Sell | M & T BK CORP | $283,000 | +7.6% | 1,605 | -2.6% | 0.23% | -3.3% |
| SBUX | Sell | STARBUCKS CORP | $277,000 | +9.9% | 3,285 | -0.4% | 0.23% | -1.3% |
| KO | Buy | COCA COLA CO | $273,000 | 0.0% | 4,867 | +12.0% | 0.23% | -10.0% |
| FIS | FIDELITY NATL INFORMATION SV | $269,000 | -17.5% | 3,556 | 0.0% | 0.22% | -26.0% | |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $264,000 | -12.3% | 1,634 | -1.0% | 0.22% | -21.3% |
| MUNI | New | PIMCO ETF TRinter mun bd act | $264,000 | – | 5,261 | +100.0% | 0.22% | – |
| ADI | Sell | ANALOG DEVICES INC | $261,000 | -5.8% | 1,877 | -1.0% | 0.22% | -15.0% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $257,000 | -10.1% | 3,741 | +7.0% | 0.21% | -19.4% |
| CTAS | Buy | CINTAS CORP | $254,000 | +4.1% | 655 | +0.3% | 0.21% | -6.2% |
| MCD | Buy | MCDONALDS CORP | $253,000 | -2.3% | 1,096 | +4.3% | 0.21% | -12.2% |
| BTAL | Sell | AGF INVTS TRagfiq us mk anti | $253,000 | -20.4% | 12,434 | -15.4% | 0.21% | -28.4% |
| WM | Buy | WASTE MGMT INC DEL | $251,000 | +5.0% | 1,567 | +0.2% | 0.21% | -5.9% |
| NVS | Sell | NOVARTIS AGsponsored adr | $244,000 | -10.0% | 3,205 | -0.1% | 0.20% | -18.9% |
| DUK | Buy | DUKE ENERGY CORP NEW | $243,000 | -2.0% | 2,608 | +12.8% | 0.20% | -11.8% |
| DBEF | Buy | DBX ETF TRxtrack msci eafe | $241,000 | -2.0% | 7,185 | +1.6% | 0.20% | -11.9% |
| XLF | New | SELECT SECTOR SPDR TRfinancial | $238,000 | – | 7,833 | +100.0% | 0.20% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $235,000 | – | 1,100 | +100.0% | 0.19% | – |
| AMGN | Buy | AMGEN INC | $235,000 | -3.7% | 1,041 | +3.8% | 0.19% | -13.4% |
| FISV | FISERV INC | $235,000 | +5.4% | 2,507 | 0.0% | 0.19% | -5.4% | |
| IEI | New | ISHARES TR3 7 yr treas bd | $230,000 | – | 2,010 | +100.0% | 0.19% | – |
| GD | GENERAL DYNAMICS CORP | $230,000 | -3.8% | 1,082 | 0.0% | 0.19% | -13.6% | |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $227,000 | – | 4,706 | +100.0% | 0.19% | – |
| KMLM | New | KRANESHARES TRkfa mount lucas | $225,000 | – | 5,871 | +100.0% | 0.19% | – |
| OMC | Buy | OMNICOM GROUP INC | $223,000 | +5.7% | 3,539 | +6.8% | 0.18% | -5.2% |
| SJNK | New | SPDR SER TRbloomberg sht te | $221,000 | – | 9,307 | +100.0% | 0.18% | – |
| MGK | VANGUARD WORLD FDmega grwth ind | $220,000 | -3.9% | 1,260 | 0.0% | 0.18% | -13.3% | |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $220,000 | -30.4% | 2,544 | -22.8% | 0.18% | -37.2% |
| LQDH | Sell | ISHARES U S ETF TRint rt hdg c b | $219,000 | -19.5% | 2,468 | -18.1% | 0.18% | -27.6% |
| EMLC | Sell | VANECK ETF TRUSTjp mrgan em loc | $218,000 | -7.2% | 9,570 | -0.2% | 0.18% | -16.7% |
| NVDA | Buy | NVIDIA CORPORATION | $215,000 | -13.7% | 1,772 | +8.0% | 0.18% | -22.3% |
| WMT | New | WALMART INC | $212,000 | – | 1,633 | +100.0% | 0.18% | – |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $211,000 | -2.8% | 1,780 | +4.4% | 0.17% | -12.6% |
| BLL | Buy | BALL CORP | $209,000 | -29.6% | 4,329 | +0.3% | 0.17% | -36.6% |
| BDX | Sell | BECTON DICKINSON & CO | $210,000 | -9.9% | 941 | -0.4% | 0.17% | -19.2% |
| CMBS | Buy | ISHARES TRcmbs etf | $208,000 | -1.0% | 4,545 | +4.0% | 0.17% | -10.9% |
| SJI | SOUTH JERSEY INDS INC | $201,000 | -2.0% | 6,000 | 0.0% | 0.17% | -11.7% | |
| BKLN | Sell | INVESCO EXCH TRADED FD TR IIsr ln etf | $200,000 | -9.9% | 9,921 | -9.4% | 0.16% | -19.1% |
| SH | Sell | PROSHARES TRshort s&p 500 ne | $181,000 | -7.7% | 10,481 | -11.8% | 0.15% | -16.7% |
| PSLV | Sell | SPROTT PHYSICAL SILVER TRtr unit | $176,000 | -10.2% | 26,628 | -6.1% | 0.14% | -19.4% |
| CEF | Sell | SPROTT PHYSICAL GOLD & SILVEtr unit | $168,000 | -9.7% | 10,775 | -2.7% | 0.14% | -18.7% |
| F | Buy | FORD MTR CO DEL | $152,000 | +9.4% | 13,558 | +8.8% | 0.13% | -1.6% |
| RGS | Buy | REGIS CORP MINN | $101,000 | +17.4% | 100,000 | +25.0% | 0.08% | +5.1% |
| HBI | New | HANESBRANDS INC | $75,000 | – | 10,750 | +100.0% | 0.06% | – |
| CVM | CEL-SCI CORP | $50,000 | -31.5% | 16,170 | 0.0% | 0.04% | -38.8% | |
| LYG | LLOYDS BANKING GROUP PLCsponsored adr | $23,000 | -11.5% | 12,578 | 0.0% | 0.02% | -20.8% | |
| WTRH | WAITR HLDGS INC | $6,000 | -14.3% | 44,000 | 0.0% | 0.01% | -16.7% | |
| HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -2,018 | -100.0% | -0.19% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -1,500 | -100.0% | -0.19% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -4,251 | -100.0% | -0.19% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -1,636 | -100.0% | -0.20% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -1,219 | -100.0% | -0.20% | – |
| SPYD | Exit | SPDR SER TRprtflo s&p500 hi | $0 | – | -5,545 | -100.0% | -0.20% | – |
| SDEI | Exit | TIDAL ETF TRsound equity inm | $0 | – | -9,052 | -100.0% | -0.21% | – |
| VMBS | Exit | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $0 | – | -4,994 | -100.0% | -0.22% | – |
| Exit | WORLD GOLD TRspdr gld minis | $0 | – | -9,313 | -100.0% | -0.31% | – | |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -4,154 | -100.0% | -0.32% | – |
| FLRN | Exit | SPDR SER TRbloomberg invt | $0 | – | -25,526 | -100.0% | -0.38% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -24,868 | -100.0% | -1.43% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-01
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.