Latitude Advisors, LLC

Q1 2025 13F Holdings

  • Location
    vero beach, FL
  • Num holdings

    186

  • Value ($000)

    $172,037

  • Date Filed
    04/28/2025
  • Form type
    13F-HR
  • CIK
    0001843715
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
ARP
ARP

ADVISORS INNER CIRCLE FD II

PMV ADAPTIVE RSK
00791R301
$19.03M
11 %

688,115

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$11.34M
7 %

20,177

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$5.66M
3 %

10,117

GQ9
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$5.56M
3 %

19,305

TYL
TYL

TYLER TECHNOLOGIES INC

COM
902252105
$4.72M
3 %

8,110

KRE
KRE

SPDR SER TR

PORTFOLIO S&P500
78464A854
$3.56M
2 %

54,173

TLT
TLT

ISHARES TR

20 YR TR BD ETF
464287432
$3.53M
2 %

38,781

AMZN
AMZN

AMAZON COM INC

COM
023135106
$3.27M
2 %

17,203

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$2.61M
2 %

6,944

ABBV
ABBV

ABBVIE INC

COM
00287Y109
$2.53M
2 %

12,063

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