Portfolio (Quarterly)
Guide ↗
Latitude Advisors, LLC
· CIK 0001843715| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BSCQ | INVESCO EXCH TRD SLF IDX FD | — | 13,153 | $257K | 0.12% | SOLD |
| 2 | ADBE | ADOBE INC | Technology | 693 | $244K | 0.11% | SOLD |
| 3 | BSJS | INVESCO EXCH TRD SLF IDX FD | — | 10,860 | $240K | 0.11% | SOLD |
| 4 | SYK | STRYKER CORPORATION | Healthcare | 623 | $230K | 0.10% | SOLD |
| 5 | INTU | INTUIT | Technology | 337 | $230K | 0.10% | SOLD |
| 6 | SBUX | STARBUCKS CORP | Consumer Cyclical | 2,675 | $226K | 0.10% | SOLD |
| 7 | VGIT | VANGUARD SCOTTSDALE FDS | — | 3,711 | $223K | 0.10% | SOLD |
| 8 | ARKK | ARK ETF TR | — | 2,450 | $211K | 0.10% | SOLD |
| 9 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 1,689 | $210K | 0.10% | SOLD |
| 10 | DBEF | DBX ETF TR | — | 4,462 | $207K | 0.10% | SOLD |
| 11 | FISV | FISERV INC | Technology | 1,592 | $205K | 0.09% | SOLD |
| 12 | XLU | SELECT SECTOR SPDR TR | — | 2,350 | $205K | 0.09% | SOLD |
| 13 | BSCU | INVESCO EXCH TRD SLF IDX FD | — | 10,428 | $176K | 0.08% | SOLD |
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%