Top 50 Latitude Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ARP | ADVISORS INNER CIRCLE FD II | 11.2% | 778.7K | $24.4M | +9.04%(+64.53K) | $16932.20(-99.80%) | 2026-03-31 | |
| IVV | ISHARES TR | 6.08% | 20.3K | $13.3M | +0.85%(+172) | $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) | $464.06(+59.96%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 2.42% | 12.3K | $5.3M | -8.89%(-1.20K) | $205.06(+109.94%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.85% | 23.2K | $4.0M | -3.92%(-946) | $51.40(+339.36%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 1.84% | 52.6K | $4.0M | +3.52%(+1.79K) | $62.96(+38.78%) | 2026-03-31 | |
| TLT | ISHARES TR | 1.73% | 43.6K | $3.8M | +5.67%(+2.34K) | $118.22(-28.27%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 1.7% | 87.5K | $3.7M | +15.13%(+11.50K) | $34.43(+38.84%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.7% | 17.8K | $3.7M | -0.62%(-111) | $160.29(+68.53%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 1.42% | 77.1K | $3.1M | +14.36%(+9.68K) | $34.39(+34.70%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.11% | +40.90% |
| Top 20 Holdings Unweighted | +11.49% | +38.60% |
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