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Latitude Advisors, LLC
RIA/Wealth
Latitude Advisors, LLC is a RIA/Wealth led by John Stephen Bivens, reporting $379.5M in AUM as of Q3 2025 with 55% ETF concentration.
PresidentJohn Stephen Bivens
- Portfolio Value
- $215.7M
- Positions
- 211
- Top Holding
- ARP at 10.33%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Latitude Advisors, LLC's portfolio (36.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $22.3M | 10.33% | +$690.6K Bought | — 724.2K shares | |
ETF ETF | $14.0M | 6.47% | +$149.9K Bought | — 20.9K shares | |
ETF ETF | $11.3M | 5.22% | +$676.0K Bought | — 18.8K shares | |
ETF ETF | $6.6M | 3.08% | -$79.3K Sold | — 10.0K shares | |
Unknown Unknown | $5.2M | 2.39% | -$1.1M Sold | — 14.5K shares | |
Semiconductors Technology | $4.4M | 2.03% | +$82.3K Bought | 0.00% 23.5K shares | |
Specialty Retail Consumer Cyclical | $3.9M | 1.82% | +$52.7K Bought | 0.00% 17.8K shares | |
ETF ETF | $3.8M | 1.76% | -$168.7K Sold | — 48.5K shares | |
Software - Application Technology | $3.7M | 1.72% | -$261.6K Sold | 0.02% 7.1K shares | |
Software - Infrastructure Technology | $3.7M | 1.71% | +$103.6K Bought | 0.00% 7.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Latitude Advisors, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Latitude Advisors, LLC
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