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Portfolio (Quarterly) Guide ↗

Latitude Advisors, LLC

· CIK 0001843715
13F Portfolio $227M AUM 224 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 21 New 105 Added 65 Reduced 13 Exited
Page 5 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NFLX NETFLIX INC Communication Services 7,305.0 $685K 0.30% +7K +990.3% $93.76 -6.8%
82 DGRO ISHARES TR 9,797.0 $680K 0.30% -68.0 -0.7% $69.42 +7.4%
83 VUSB VANGUARD BD INDEX FDS 13,635.0 $680K 0.30% +898.0 +7.0% $49.84 -0.1%
84 JEPI J P MORGAN EXCHANGE TRADED F 11,494.0 $658K 0.29% -697.0 -5.7% $57.24 -1.7%
85 BERKSHIRE HATHAWAY INC DEL 1,296.0 $651K 0.29% -140.0 -9.8% $502.52
86 GLDM WORLD GOLD TR Financial Services 7,582.0 $647K 0.28% NEW $85.37 +3.1%
87 SHOP SHOPIFY INC Technology 4,018.0 $647K 0.28% +134.0 +3.5% $160.98 -33.8%
88 VEA VANGUARD TAX-MANAGED FDS 10,250.0 $640K 0.28% -2K -17.3% $62.47 +14.3%
89 HD HOME DEPOT INC Consumer Cyclical 1,855.0 $638K 0.28% -287.0 -13.4% $344.16 -7.6%
90 NOBL PROSHARES TR 5,983.0 $623K 0.27% +137.0 +2.3% $104.07 +3.7%
91 VZ VERIZON COMMUNICATIONS INC Communication Services 14,859.0 $605K 0.27% +146.0 +1.0% $40.73 +18.4%
92 XLK SELECT SECTOR SPDR TR 4,166.0 $600K 0.26% +2K +91.8% $143.98 +28.1%
93 COLLABORATIVE INVESTMNT SER 23,695.0 $598K 0.26% +6K +34.4% $25.24
94 CAH CARDINAL HEALTH INC Healthcare 2,731.0 $561K 0.25% +133.0 +5.1% $205.49 -2.7%
95 FTSM FIRST TR EXCHANGE-TRADED FD 9,237.0 $554K 0.24% -2K -15.3% $59.93 +0.0%
96 WM WASTE MGMT INC DEL Industrials 2,514.0 $552K 0.24% $219.75 -1.9%
97 CEF SPROTT ASSET MANAGEMENT LP Financial Services 11,966.0 $548K 0.24% $45.80 +1.9%
98 MU MICRON TECHNOLOGY INC Technology 1,877.0 $536K 0.24% +20.0 +1.1% $285.34 +225.4%
99 CEG CONSTELLATION ENERGY CORP Utilities 1,492.0 $527K 0.23% $353.19 -18.3%
100 BINC BLACKROCK ETF TRUST II 9,859.0 $520K 0.23% +2K +21.2% $52.77 -0.8%
Page 5 of 12  ·  224 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 37.5%
Technology 25.7%
Consumer Cyclical 8.7%
Healthcare 8.4%
Communication Services 6.7%
Industrials 4.4%
Consumer Defensive 3.4%
Energy 2.4%
Utilities 2.0%
Basic Materials 0.7%