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Latitude Advisors, LLC

Portfolio Manager
Latitude Advisors, LLC
Performance
-3.86% (2026 Q1)
AUM (13F)
$218.26M
# of Holdings
213
Performance Rank
Allocation (Top 20)
44.21%

Latitude Advisors, LLC Holdings Map

Top 50 Latitude Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ARP
ADVISORS INNER CIRCLE FD II
11.2%778.7K$24.4M
+9.04%(+64.53K)
2025-Q1: 688.1K shares2025-Q2: 701.8K shares2025-Q3: 724.2K shares2025-Q4: 714.2K shares2026-Q1: 778.7K shares
$16932.20(-99.80%)
2026-03-31
IVV
ISHARES TR
6.08%20.3K$13.3M
+0.85%(+172)
2025-Q1: 20.2K shares2025-Q2: 20.6K shares2025-Q3: 20.9K shares2025-Q4: 20.1K shares2026-Q1: 20.3K shares
$431.81(+72.70%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
2.68%9.0K$5.9M
+4.46%(+385)
2025-Q1: 10.1K shares2025-Q2: 10.1K shares2025-Q3: 10.0K shares2025-Q4: 8.6K shares2026-Q1: 9.0K shares
$464.06(+59.96%)
2026-03-31
GLD
SPDR GOLD TR
2.42%12.3K$5.3M
-8.89%(-1.20K)
2025-Q1: 19.3K shares2025-Q2: 17.7K shares2025-Q3: 14.5K shares2025-Q4: 13.5K shares2026-Q1: 12.3K shares
$205.06(+109.94%)
2026-03-31
NVDA
NVIDIA CORPORATION
1.85%23.2K$4.0M
-3.92%(-946)
2025-Q1: 22.8K shares2025-Q2: 23.0K shares2025-Q3: 23.5K shares2025-Q4: 24.1K shares2026-Q1: 23.2K shares
$51.40(+339.36%)
2026-03-31
SPYM
SPDR SERIES TRUST
1.84%52.6K$4.0M
+3.52%(+1.79K)
2025-Q1: 54.2K shares2025-Q2: 50.7K shares2025-Q3: 48.5K shares2025-Q4: 50.8K shares2026-Q1: 52.6K shares
$62.96(+38.78%)
2026-03-31
TLT
ISHARES TR
1.73%43.6K$3.8M
+5.67%(+2.34K)
2025-Q1: 38.8K shares2025-Q2: 40.9K shares2025-Q3: 40.4K shares2025-Q4: 41.3K shares2026-Q1: 43.6K shares
$118.22(-28.27%)
2026-03-31
CGDV
CAPITAL GROUP DIVIDEND VALUE
1.7%87.5K$3.7M
+15.13%(+11.50K)
2025-Q1: 57.4K shares2025-Q2: 60.0K shares2025-Q3: 70.8K shares2025-Q4: 76.0K shares2026-Q1: 87.5K shares
$34.43(+38.84%)
2026-03-31
AMZN
AMAZON COM INC
1.7%17.8K$3.7M
-0.62%(-111)
2025-Q1: 17.2K shares2025-Q2: 17.6K shares2025-Q3: 17.8K shares2025-Q4: 18.0K shares2026-Q1: 17.8K shares
$160.29(+68.53%)
2026-03-31
CGGR
CAPITAL GROUP GROWTH ETF
1.42%77.1K$3.1M
+14.36%(+9.68K)
2025-Q1: 52.7K shares2025-Q2: 54.5K shares2025-Q3: 63.3K shares2025-Q4: 67.4K shares2026-Q1: 77.1K shares
$34.39(+34.70%)
2026-03-31

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