Naples Global Advisors
Latest statistics and disclosures from Naples Global Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, AVGO, IVV, VOO, and represent 12.16% of Naples Global Advisors's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$7.9M), ARE, WMT, PFFD, SCHF, NEE, VEA, APD, UNH, GLD.
- Started 12 new stock positions in ARE, DFAC, ICLR, IRM, ELV, XLV, FERG, SRPT, PXD, QDEF. VHT, IJJ.
- Reduced shares in these 10 stocks: SPY, IXUS, CVS, AVGO, VUSB, MSFT, VCSH, VTEB, NEAR, PFF.
- Sold out of its positions in ADC, BA, COLB, IFF, EEMV, ICSH, MDC, OHI, HYD, WPC. ZTS, KNOP.
- Naples Global Advisors was a net buyer of stock by $16M.
- Naples Global Advisors has $977M in assets under management (AUM), dropping by 7.43%.
- Central Index Key (CIK): 0001582151
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Portfolio Holdings for Naples Global Advisors
Naples Global Advisors holds 408 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.5 | $34M | 201k | 171.48 |
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| Microsoft Corporation (MSFT) | 3.1 | $31M | -2% | 73k | 420.72 |
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| Broadcom (AVGO) | 1.9 | $19M | -3% | 14k | 1325.40 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.8 | $18M | 34k | 525.73 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.8 | $18M | 36k | 480.70 |
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| Vanguard Index Fds Large Cap Etf (VV) | 1.6 | $16M | 66k | 239.76 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.5 | $15M | 110k | 136.59 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.5 | $15M | +9% | 379k | 39.02 |
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| JPMorgan Chase & Co. (JPM) | 1.4 | $14M | 68k | 200.30 |
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| Home Depot (HD) | 1.3 | $13M | 33k | 383.60 |
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| Merck & Co (MRK) | 1.3 | $13M | 96k | 132.69 |
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| Eli Lilly & Co. (LLY) | 1.1 | $10M | -2% | 13k | 777.94 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $9.9M | +407% | 163k | 60.74 |
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| Amgen (AMGN) | 1.0 | $9.8M | 34k | 284.32 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 1.0 | $9.3M | +5% | 368k | 25.25 |
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| Abbvie (ABBV) | 0.9 | $9.0M | 50k | 182.10 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $8.8M | 76k | 116.24 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.9 | $8.8M | 25k | 346.61 |
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| Packaging Corporation of America (PKG) | 0.9 | $8.7M | 45k | 191.02 |
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| Analog Devices (ADI) | 0.8 | $8.1M | 41k | 197.79 |
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| Corning Incorporated (GLW) | 0.8 | $7.8M | 236k | 32.96 |
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| Applied Materials (AMAT) | 0.8 | $7.6M | 37k | 206.23 |
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| Leidos Holdings (LDOS) | 0.8 | $7.3M | 56k | 131.09 |
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| Lam Research Corporation (LRCX) | 0.7 | $7.3M | -2% | 7.5k | 973.59 |
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| Watsco, Incorporated (WSO) | 0.7 | $7.3M | 17k | 431.96 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.7 | $7.2M | 63k | 115.30 |
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| Johnson & Johnson (JNJ) | 0.7 | $7.0M | +3% | 44k | 158.19 |
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| Procter & Gamble Company (PG) | 0.7 | $7.0M | +2% | 43k | 162.25 |
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| Microchip Technology (MCHP) | 0.7 | $7.0M | 78k | 89.71 |
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| Advanced Micro Devices (AMD) | 0.7 | $6.9M | 39k | 180.49 |
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| Paychex (PAYX) | 0.7 | $6.9M | 57k | 122.80 |
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| Cisco Systems (CSCO) | 0.7 | $6.9M | 139k | 49.91 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.7 | $6.8M | +2% | 38k | 179.11 |
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| UnitedHealth (UNH) | 0.7 | $6.7M | +10% | 14k | 494.71 |
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| Vanguard World Inf Tech Etf (VGT) | 0.7 | $6.7M | +2% | 13k | 524.32 |
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| Intel Corporation (INTC) | 0.7 | $6.6M | +3% | 150k | 44.17 |
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| Oracle Corporation (ORCL) | 0.7 | $6.6M | +2% | 53k | 125.61 |
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| Sap Se Spon Adr (SAP) | 0.7 | $6.6M | 34k | 195.03 |
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| BlackRock (BLK) | 0.7 | $6.5M | 7.8k | 833.73 |
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| United Parcel Service CL B (UPS) | 0.7 | $6.5M | 43k | 148.63 |
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| Medtronic SHS (MDT) | 0.7 | $6.4M | +4% | 73k | 87.82 |
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| Albemarle Corporation (ALB) | 0.6 | $6.3M | +6% | 48k | 132.13 |
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| Infosys Sponsored Adr (INFY) | 0.6 | $6.2M | 345k | 17.93 |
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| Rio Tinto Sponsored Adr (RIO) | 0.6 | $6.1M | +5% | 92k | 66.20 |
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| Lockheed Martin Corporation (LMT) | 0.6 | $6.0M | 13k | 454.88 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.6 | $5.9M | +3% | 125k | 47.62 |
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| Qualcomm (QCOM) | 0.6 | $5.9M | 35k | 169.30 |
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| Digital Realty Trust (DLR) | 0.6 | $5.8M | -2% | 41k | 144.04 |
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| Blackstone Group Inc Com Cl A (BX) | 0.6 | $5.7M | 44k | 131.37 |
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| Nextera Energy (NEE) | 0.6 | $5.5M | +15% | 87k | 63.91 |
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| Amazon (AMZN) | 0.6 | $5.4M | -2% | 30k | 180.38 |
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| Kla Corp Com New (KLAC) | 0.6 | $5.4M | 7.7k | 698.60 |
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| Southern Company (SO) | 0.5 | $5.3M | 74k | 71.74 |
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| Global X Fds Us Pfd Etf (PFFD) | 0.5 | $5.2M | +37% | 260k | 20.16 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $5.2M | -24% | 9.9k | 524.65 |
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| McDonald's Corporation (MCD) | 0.5 | $5.2M | 18k | 281.95 |
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| Corteva (CTVA) | 0.5 | $5.1M | +3% | 89k | 57.67 |
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| American Express Company (AXP) | 0.5 | $5.1M | 22k | 227.69 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $5.0M | +4% | 45k | 110.52 |
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| Charles Schwab Corporation (SCHW) | 0.5 | $4.8M | 67k | 72.34 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $4.8M | +3% | 19k | 259.90 |
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| Ishares Tr Global Reit Etf (REET) | 0.5 | $4.8M | +5% | 201k | 23.68 |
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| Texas Instruments Incorporated (TXN) | 0.5 | $4.6M | 26k | 174.21 |
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| Linde SHS (LIN) | 0.5 | $4.5M | 9.7k | 464.31 |
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| Bristol Myers Squibb (BMY) | 0.5 | $4.5M | +9% | 83k | 54.23 |
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| Cibc Cad (CM) | 0.5 | $4.5M | 88k | 51.30 |
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| Chevron Corporation (CVX) | 0.5 | $4.4M | +9% | 28k | 157.74 |
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| Crown Castle Intl (CCI) | 0.5 | $4.4M | +3% | 42k | 105.83 |
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| Pepsi (PEP) | 0.4 | $4.4M | +2% | 25k | 176.21 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $4.3M | +20% | 86k | 50.17 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $4.1M | 42k | 97.53 |
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| NVIDIA Corporation (NVDA) | 0.4 | $4.1M | -2% | 4.5k | 903.48 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $4.0M | 95k | 41.77 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $3.9M | -4% | 51k | 76.67 |
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| Micron Technology (MU) | 0.4 | $3.9M | 33k | 118.00 |
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| Target Corporation (TGT) | 0.4 | $3.9M | +2% | 22k | 177.21 |
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| Caterpillar (CAT) | 0.4 | $3.7M | -2% | 10k | 366.43 |
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| Ishares Tr National Mun Etf (MUB) | 0.4 | $3.7M | +6% | 35k | 107.60 |
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| Starbucks Corporation (SBUX) | 0.4 | $3.7M | +3% | 41k | 91.39 |
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| Astrazeneca Sponsored Adr (AZN) | 0.4 | $3.6M | +9% | 53k | 67.75 |
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| Pfizer (PFE) | 0.4 | $3.5M | 126k | 27.75 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.4 | $3.5M | 57k | 61.05 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.4 | $3.5M | +11% | 56k | 61.53 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.4M | 23k | 152.26 |
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| CSX Corporation (CSX) | 0.3 | $3.3M | +2% | 90k | 37.07 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $3.3M | +9% | 53k | 62.06 |
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| Sonoco Products Company (SON) | 0.3 | $3.3M | 56k | 57.84 |
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| International Business Machines (IBM) | 0.3 | $3.1M | 16k | 190.96 |
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| Emerson Electric (EMR) | 0.3 | $3.0M | 27k | 113.42 |
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| Magic Software Enterprises L Ord (MGIC) | 0.3 | $3.0M | -3% | 265k | 11.45 |
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| Wal-Mart Stores (WMT) | 0.3 | $3.0M | +198% | 49k | 60.37 |
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| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.3 | $3.0M | -15% | 59k | 50.46 |
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| Us Bancorp Del Com New (USB) | 0.3 | $2.9M | 65k | 45.16 |
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| Diageo Spon Adr New (DEO) | 0.3 | $2.9M | +8% | 20k | 150.34 |
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| Jackson Financial Com Cl A (JXN) | 0.3 | $2.9M | -2% | 44k | 66.14 |
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| Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 0.3 | $2.9M | -14% | 71k | 40.50 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.3 | $2.9M | -20% | 58k | 49.55 |
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| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.3 | $2.9M | 222k | 12.93 |
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| Novartis Sponsored Adr (NVS) | 0.3 | $2.9M | 28k | 100.47 |
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| Abbott Laboratories (ABT) | 0.3 | $2.9M | +2% | 25k | 113.66 |
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| Waste Management (WM) | 0.3 | $2.9M | 13k | 213.15 |
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| Air Products & Chemicals (APD) | 0.3 | $2.8M | +31% | 12k | 243.95 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.3 | $2.8M | +8% | 37k | 75.40 |
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| Dolby Laboratories Com Cl A (DLB) | 0.3 | $2.8M | 33k | 83.77 |
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| Unilever Spon Adr New (UL) | 0.3 | $2.7M | -2% | 54k | 50.19 |
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| Ingredion Incorporated (INGR) | 0.3 | $2.7M | 23k | 117.61 |
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| First Fndtn (FFWM) | 0.3 | $2.7M | 358k | 7.55 |
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| Alexandria Real Estate Equities (ARE) | 0.3 | $2.7M | NEW | 20k | 130.14 |
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| Bwx Technologies (BWXT) | 0.3 | $2.7M | +2% | 26k | 102.62 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $2.6M | -3% | 17k | 150.93 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $2.6M | -16% | 4.7k | 557.41 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $2.6M | +7% | 60k | 43.35 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.5M | -4% | 5.9k | 420.52 |
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| Kimberly-Clark Corporation (KMB) | 0.3 | $2.5M | 19k | 130.51 |
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| Ishares Tr Core Msci Total (IXUS) | 0.3 | $2.5M | -33% | 36k | 67.86 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $2.5M | +2% | 25k | 96.71 |
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| Kroger (KR) | 0.2 | $2.4M | -3% | 43k | 57.13 |
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| Meta Platforms Cl A (META) | 0.2 | $2.4M | 5.0k | 485.61 |
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| Norfolk Southern (NSC) | 0.2 | $2.4M | 9.4k | 254.87 |
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| Union Pacific Corporation (UNP) | 0.2 | $2.4M | 9.7k | 245.93 |
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| Skyworks Solutions (SWKS) | 0.2 | $2.4M | +7% | 22k | 108.32 |
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| ConAgra Foods (CAG) | 0.2 | $2.3M | +17% | 77k | 29.64 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $2.3M | +17% | 44k | 51.60 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $2.3M | -6% | 22k | 104.73 |
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| Hess Midstream Cl A Shs (HESM) | 0.2 | $2.2M | +3% | 62k | 36.13 |
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| Stmicroelectronics N V Ny Registry (STM) | 0.2 | $2.2M | +15% | 51k | 43.24 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $2.2M | -4% | 52k | 42.55 |
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| CVS Caremark Corporation (CVS) | 0.2 | $2.2M | -28% | 27k | 79.76 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $2.2M | +10% | 26k | 84.09 |
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| Lowe's Companies (LOW) | 0.2 | $2.1M | 8.4k | 254.73 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.2 | $2.1M | +2% | 40k | 53.34 |
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| GSK Sponsored Adr (GSK) | 0.2 | $2.1M | 49k | 43.28 |
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| Intercontinental Exchange (ICE) | 0.2 | $2.1M | 15k | 137.43 |
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| Chubb (CB) | 0.2 | $2.1M | 7.9k | 260.00 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $2.1M | 26k | 79.86 |
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| Clorox Company (CLX) | 0.2 | $2.1M | 13k | 153.11 |
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| Unum (UNM) | 0.2 | $2.0M | 38k | 53.66 |
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| Huntington Ingalls Inds (HII) | 0.2 | $2.0M | 7.0k | 291.48 |
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| Lincoln National Corporation (LNC) | 0.2 | $2.0M | +2% | 64k | 31.93 |
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| Agilent Technologies Inc C ommon (A) | 0.2 | $2.0M | +2% | 14k | 145.51 |
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| Moody's Corporation (MCO) | 0.2 | $2.0M | 5.1k | 393.03 |
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| Prudential Financial (PRU) | 0.2 | $2.0M | +2% | 17k | 117.40 |
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| Select Sector Spdr Tr Communication (XLC) | 0.2 | $2.0M | -3% | 24k | 81.66 |
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| Orix Corp Sponsored Adr (IX) | 0.2 | $2.0M | 18k | 110.55 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $2.0M | -25% | 26k | 77.31 |
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| Spdr Index Shs Fds S&p Gblinf Etf (GII) | 0.2 | $2.0M | +5% | 36k | 54.15 |
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| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.2 | $2.0M | 40k | 48.99 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $2.0M | -25% | 39k | 50.60 |
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| Omni (OMC) | 0.2 | $2.0M | 20k | 97.40 |
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| General Mills (GIS) | 0.2 | $1.9M | +3% | 27k | 69.97 |
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| Travelers Companies (TRV) | 0.2 | $1.9M | 8.1k | 230.14 |
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| Visa Com Cl A (V) | 0.2 | $1.8M | 6.6k | 279.08 |
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| Dollar General (DG) | 0.2 | $1.8M | -3% | 12k | 156.06 |
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| Genuine Parts Company (GPC) | 0.2 | $1.8M | +8% | 12k | 155.82 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.8M | -3% | 2.5k | 732.61 |
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| Te Connectivity SHS (TEL) | 0.2 | $1.8M | +4% | 13k | 145.24 |
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| Lincoln Electric Holdings (LECO) | 0.2 | $1.8M | 7.1k | 256.01 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $1.8M | 23k | 80.63 |
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| Deere & Company (DE) | 0.2 | $1.8M | +3% | 4.4k | 412.20 |
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| RPM International (RPM) | 0.2 | $1.8M | -4% | 15k | 118.95 |
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| ConocoPhillips (COP) | 0.2 | $1.7M | +13% | 14k | 127.28 |
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| Dow (DOW) | 0.2 | $1.7M | -3% | 30k | 57.93 |
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| 3M Company (MMM) | 0.2 | $1.7M | +14% | 16k | 106.07 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $1.7M | -3% | 18k | 93.68 |
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| Flex Lng SHS (FLNG) | 0.2 | $1.6M | +31% | 65k | 25.43 |
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| Huntsman Corporation (HUN) | 0.2 | $1.6M | -3% | 62k | 26.03 |
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| Coca-Cola Company (KO) | 0.2 | $1.6M | 26k | 61.62 |
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| Walt Disney Company (DIS) | 0.2 | $1.6M | 13k | 122.36 |
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| Old Republic International Corporation (ORI) | 0.2 | $1.6M | -2% | 51k | 30.72 |
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| Expeditors International of Washington (EXPD) | 0.2 | $1.6M | -2% | 13k | 121.57 |
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| AFLAC Incorporated (AFL) | 0.2 | $1.6M | 18k | 85.86 |
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| Ali (ALCO) | 0.2 | $1.5M | -4% | 53k | 29.33 |
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| L3harris Technologies (LHX) | 0.2 | $1.5M | 7.1k | 213.09 |
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| Broadridge Financial Solutions (BR) | 0.1 | $1.5M | 7.1k | 205.66 |
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| Yum China Holdings (YUMC) | 0.1 | $1.5M | +33% | 37k | 39.79 |
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| Safety Insurance (SAFT) | 0.1 | $1.4M | 18k | 82.19 |
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| Bank Of Montreal Cadcom (BMO) | 0.1 | $1.4M | 15k | 97.68 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $1.4M | +3% | 33k | 43.04 |
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| FactSet Research Systems (FDS) | 0.1 | $1.4M | +9% | 3.1k | 454.39 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.4M | -2% | 3.1k | 444.52 |
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| Kinder Morgan (KMI) | 0.1 | $1.4M | +12% | 74k | 18.34 |
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| Ishares Tr Broad Usd High (USHY) | 0.1 | $1.3M | -14% | 37k | 36.59 |
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| Cardinal Health (CAH) | 0.1 | $1.3M | 12k | 112.38 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $1.3M | +6% | 16k | 80.51 |
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| Kimco Realty Corporation (KIM) | 0.1 | $1.3M | -20% | 67k | 19.61 |
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| Silicon Motion Technology Sponsored Adr (SIMO) | 0.1 | $1.3M | 17k | 76.94 |
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| Northwestern Energy Group In Com New (NWE) | 0.1 | $1.3M | -5% | 25k | 50.93 |
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| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $1.3M | -11% | 30k | 42.11 |
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| Honeywell International (HON) | 0.1 | $1.3M | 6.2k | 205.23 |
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| Smucker J M Com New (SJM) | 0.1 | $1.3M | 10k | 125.87 |
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| Church & Dwight (CHD) | 0.1 | $1.3M | 12k | 104.31 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $1.3M | 25k | 49.24 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $1.2M | 15k | 81.43 |
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| Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.1 | $1.2M | -7% | 55k | 22.41 |
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| Tyson Foods Cl A (TSN) | 0.1 | $1.2M | +2% | 21k | 58.73 |
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| Ares Capital Corporation (ARCC) | 0.1 | $1.2M | 59k | 20.82 |
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| Logitech Intl S A SHS (LOGI) | 0.1 | $1.2M | +2% | 13k | 89.37 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $1.2M | +63% | 19k | 62.81 |
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| Hercules Technology Growth Capital (HTGC) | 0.1 | $1.2M | 63k | 18.45 |
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| Cubesmart (CUBE) | 0.1 | $1.1M | 25k | 45.73 |
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| Grupo Aeroportuario Del Cent Spon Adr (OMAB) | 0.1 | $1.1M | +5% | 14k | 79.09 |
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| FedEx Corporation (FDX) | 0.1 | $1.1M | -9% | 3.9k | 290.92 |
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| Nextera Energy Partners Com Unit Part In (NEP) | 0.1 | $1.1M | -7% | 37k | 30.08 |
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| Home BancShares (HOMB) | 0.1 | $1.1M | -3% | 45k | 24.57 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $1.1M | -2% | 19k | 58.06 |
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| Stanley Black & Decker (SWK) | 0.1 | $1.1M | -4% | 11k | 97.93 |
|
| Cto Realty Growth (CTO) | 0.1 | $1.1M | -14% | 63k | 16.95 |
|
| Bar Harbor Bankshares (BHB) | 0.1 | $1.1M | -2% | 40k | 26.48 |
|
| Grupo Aeroportuario Del Sure Spon Adr Ser B (ASR) | 0.1 | $1.1M | 3.3k | 318.68 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.1 | $1.1M | +28% | 7.9k | 133.11 |
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $1.1M | 10k | 103.01 |
|
|
| Wisdomtree Tr India Erngs Fd (EPI) | 0.1 | $1.0M | +4% | 24k | 43.56 |
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $1.0M | -10% | 94k | 11.12 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $1.0M | +38% | 19k | 55.97 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.0M | +4% | 4.8k | 210.30 |
|
| Rbc Cad (RY) | 0.1 | $1.0M | 9.9k | 100.88 |
|
|
| Lamar Advertising Cl A (LAMR) | 0.1 | $1.0M | 8.4k | 119.41 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1000k | +178% | 4.9k | 205.72 |
|
| Realty Income (O) | 0.1 | $993k | -11% | 18k | 54.36 |
|
| Fastenal Company (FAST) | 0.1 | $991k | 13k | 77.14 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $989k | 3.9k | 251.03 |
|
|
| Bio-techne Corporation (TECH) | 0.1 | $986k | 14k | 70.39 |
|
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.1 | $982k | -2% | 14k | 69.95 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $977k | +12% | 16k | 62.34 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $973k | 4.3k | 228.59 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $960k | 25k | 37.92 |
|
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $945k | 16k | 59.79 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $944k | -9% | 2.0k | 481.57 |
|
| First Tr Exchange Traded Bloomberg Emmkt (EMDM) | 0.1 | $924k | +11% | 41k | 22.77 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $919k | +170% | 9.4k | 97.94 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $905k | 8.8k | 102.28 |
|
|
| Grupo Aeropuerto Del Pacific Spon Adr B (PAC) | 0.1 | $889k | 5.4k | 163.16 |
|
|
| Avista Corporation (AVA) | 0.1 | $881k | -5% | 25k | 35.02 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $858k | +8% | 7.3k | 116.84 |
|
| Tesla Motors (TSLA) | 0.1 | $846k | +34% | 4.8k | 175.79 |
|
| Enbridge (ENB) | 0.1 | $832k | +3% | 23k | 36.18 |
|
| Nortonlifelock (GEN) | 0.1 | $818k | -4% | 37k | 22.40 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $813k | -20% | 16k | 51.28 |
|
| salesforce (CRM) | 0.1 | $801k | 2.7k | 301.58 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $796k | 2.5k | 312.68 |
|
|
| Bce Com New (BCE) | 0.1 | $793k | -24% | 23k | 34.78 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $788k | +100% | 11k | 72.36 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $774k | 15k | 51.60 |
|
|
| Houlihan Lokey Cl A (HLI) | 0.1 | $770k | 6.0k | 128.19 |
|
|
| Cheniere Energy Partners Com Unit (CQP) | 0.1 | $765k | 16k | 49.39 |
|
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $747k | 13k | 56.98 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $747k | +203% | 13k | 57.57 |
|
| Apollo Global Mgmt (APO) | 0.1 | $739k | 6.6k | 112.45 |
|
|
| Pinnacle West Capital Corporation (PNW) | 0.1 | $735k | 9.8k | 74.73 |
|
|
| Bank Ozk (OZK) | 0.1 | $734k | +6% | 16k | 45.46 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $722k | 2.9k | 247.41 |
|
|
| Marathon Petroleum Corp (MPC) | 0.1 | $722k | 3.6k | 201.50 |
|
|
| Williams-Sonoma (WSM) | 0.1 | $716k | 2.3k | 317.53 |
|
|
| Spdr Ser Tr Msci Usa Strtgic (QUS) | 0.1 | $711k | 4.9k | 145.63 |
|
|
| UGI Corporation (UGI) | 0.1 | $677k | -18% | 27k | 24.89 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.1 | $657k | -3% | 10k | 63.85 |
|
| Kellogg Company (K) | 0.1 | $653k | -2% | 11k | 57.29 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $644k | 2.6k | 249.86 |
|
|
| Community Healthcare Tr (CHCT) | 0.1 | $634k | -12% | 24k | 26.55 |
|
| Regency Centers Corporation (REG) | 0.1 | $618k | -4% | 10k | 61.23 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $616k | +17% | 3.4k | 182.62 |
|
| TJX Companies (TJX) | 0.1 | $609k | 6.0k | 101.42 |
|
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $600k | -4% | 8.2k | 73.29 |
|
| Nike CL B (NKE) | 0.1 | $600k | +13% | 6.4k | 94.30 |
|
| Sanofi Sponsored Adr (SNY) | 0.1 | $600k | 12k | 48.60 |
|
|
| Gentex Corporation (GNTX) | 0.1 | $590k | 16k | 36.12 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $590k | +10% | 6.2k | 94.41 |
|
| S&p Global (SPGI) | 0.1 | $585k | 1.4k | 425.45 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $581k | 24k | 24.72 |
|
|
| Stryker Corporation (SYK) | 0.1 | $580k | 1.6k | 358.48 |
|
|
| Lamb Weston Hldgs (LW) | 0.1 | $574k | 5.4k | 106.53 |
|
|
| Anthem (ELV) | 0.1 | $570k | NEW | 1.1k | 518.54 |
|
| Nasdaq Omx (NDAQ) | 0.1 | $569k | +5% | 9.0k | 63.10 |
|
| Moelis & Co Cl A (MC) | 0.1 | $559k | -11% | 9.8k | 56.77 |
|
| American Tower Reit (AMT) | 0.1 | $558k | 2.8k | 197.61 |
|
|
| CenterPoint Energy (CNP) | 0.1 | $547k | +8% | 19k | 28.49 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $541k | +4% | 7.3k | 74.22 |
|
| Lancaster Colony (LANC) | 0.1 | $538k | 2.6k | 207.63 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $532k | 1.1k | 504.82 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $530k | 34k | 15.73 |
|
|
| Truist Financial Corp equities (TFC) | 0.1 | $525k | +2% | 14k | 38.98 |
|
| Pimco Etf Tr Sr Ln Active Etf (LONZ) | 0.1 | $523k | +11% | 10k | 51.15 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $517k | -2% | 8.6k | 60.30 |
|
| Fiserv (FI) | 0.1 | $513k | 3.2k | 159.82 |
|
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.1 | $507k | 11k | 48.22 |
|
|
| Philip Morris International (PM) | 0.1 | $499k | +11% | 5.4k | 92.53 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $499k | NEW | 4.2k | 118.29 |
|
| Stag Industrial (STAG) | 0.1 | $495k | +34% | 13k | 38.56 |
|
| Canadian Natural Resources (CNQ) | 0.1 | $494k | +4% | 6.4k | 77.09 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $494k | -2% | 4.5k | 110.13 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $486k | 3.6k | 135.06 |
|
|
| First Ban (FNLC) | 0.0 | $486k | -4% | 20k | 24.64 |
|
| Yum! Brands (YUM) | 0.0 | $480k | 3.5k | 138.65 |
|
|
| Altria (MO) | 0.0 | $474k | -10% | 11k | 44.56 |
|
| Cme (CME) | 0.0 | $469k | +5% | 2.2k | 215.29 |
|
| First American Financial (FAF) | 0.0 | $469k | 7.7k | 61.05 |
|
|
| Henry Schein (HSIC) | 0.0 | $466k | 6.2k | 75.52 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $461k | 11k | 40.90 |
|
|
| Ishares Tr Cybersecurity (IHAK) | 0.0 | $454k | -4% | 9.7k | 46.85 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $443k | 4.0k | 110.21 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $438k | 1.1k | 399.09 |
|
|
| W.R. Berkley Corporation (WRB) | 0.0 | $433k | 4.9k | 88.44 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $426k | +13% | 1.3k | 336.94 |
|
| Ishares Tr Msci India Etf (INDA) | 0.0 | $421k | 8.2k | 51.59 |
|
|
| Southside Bancshares (SBSI) | 0.0 | $420k | -15% | 14k | 29.23 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $420k | -7% | 3.2k | 132.98 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $419k | -4% | 721.00 | 581.62 |
|
| Verizon Communications (VZ) | 0.0 | $418k | +4% | 10k | 41.96 |
|
| Illinois Tool Works (ITW) | 0.0 | $410k | 1.5k | 269.53 |
|
|
| Hologic (HOLX) | 0.0 | $408k | 5.2k | 77.96 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $407k | 5.8k | 70.42 |
|
|
| Public Storage (PSA) | 0.0 | $404k | +6% | 1.4k | 289.96 |
|
| General Dynamics Corporation (GD) | 0.0 | $402k | +7% | 1.4k | 282.49 |
|
| Becton, Dickinson and (BDX) | 0.0 | $392k | 1.6k | 247.45 |
|
|
| Evergy (EVRG) | 0.0 | $386k | -6% | 7.2k | 53.38 |
|
| Netflix (NFLX) | 0.0 | $381k | 628.00 | 607.33 |
|
|
| Flexshares Tr Qlt Div Def Idx (QDEF) | 0.0 | $379k | NEW | 5.9k | 64.21 |
|
| Ventas (VTR) | 0.0 | $379k | -44% | 8.6k | 43.99 |
|
| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.0 | $377k | +45% | 7.0k | 53.71 |
|
| Enterprise Products Partners (EPD) | 0.0 | $377k | 13k | 29.18 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $374k | -3% | 4.2k | 90.05 |
|
| First Horizon National Corporation (FHN) | 0.0 | $370k | 24k | 15.55 |
|
|
| Nuveen Muni Value Fund (NUV) | 0.0 | $370k | 42k | 8.74 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $364k | 322.00 | 1128.88 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $362k | +50% | 756.00 | 478.66 |
|
| Compania Cervecerias Unidas Sponsored Adr (CCU) | 0.0 | $358k | 30k | 11.99 |
|
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.0 | $357k | -22% | 17k | 21.15 |
|
| Northwest Bancshares (NWBI) | 0.0 | $356k | 31k | 11.65 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $355k | +5% | 6.1k | 58.13 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $345k | -5% | 4.4k | 78.65 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $339k | 977.00 | 347.33 |
|
|
| Capital One Financial (COF) | 0.0 | $339k | 2.3k | 148.89 |
|
|
| Phillips 66 (PSX) | 0.0 | $332k | +13% | 2.0k | 163.36 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $332k | 9.3k | 35.84 |
|
|
| ABM Industries (ABM) | 0.0 | $331k | +13% | 7.4k | 44.62 |
|
| Shell Spon Ads (SHEL) | 0.0 | $330k | -14% | 4.9k | 67.04 |
|
| At&t (T) | 0.0 | $329k | -14% | 19k | 17.60 |
|
| Flexshares Tr Stoxx Globr Inf (NFRA) | 0.0 | $328k | 6.0k | 54.59 |
|
|
| Oneok (OKE) | 0.0 | $326k | 4.1k | 80.17 |
|
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $324k | -20% | 11k | 29.77 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.0 | $320k | 9.3k | 34.29 |
|
|
| Blackstone Mtg Tr Com Cl A (BXMT) | 0.0 | $318k | -27% | 16k | 20.53 |
|
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.0 | $315k | 12k | 25.69 |
|
|
| Axon Enterprise (AXON) | 0.0 | $313k | 1.0k | 312.88 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $312k | +20% | 3.5k | 88.29 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $309k | 3.4k | 90.44 |
|
|
| Hawkins (HWKN) | 0.0 | $307k | 4.0k | 76.80 |
|
|
| Park Hotels & Resorts Inc-wi (PK) | 0.0 | $305k | -45% | 17k | 17.73 |
|
| Shopify Cl A (SHOP) | 0.0 | $290k | +6% | 3.8k | 77.17 |
|
| Federal Agric Mtg Corp CL C (AGM) | 0.0 | $289k | 1.5k | 196.88 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $285k | +10% | 1.5k | 183.89 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $280k | +26% | 4.8k | 57.86 |
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $278k | 4.8k | 57.69 |
|
|
| Spdr Ser Tr S&p Retail Etf (XRT) | 0.0 | $277k | 3.5k | 78.99 |
|
|
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.0 | $276k | 9.0k | 30.83 |
|
|
| Steris Shs Usd (STE) | 0.0 | $272k | +9% | 1.2k | 224.82 |
|
| Extra Space Storage (EXR) | 0.0 | $271k | -2% | 1.8k | 147.00 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $270k | +3% | 5.3k | 51.06 |
|
| SYSCO Corporation (SYY) | 0.0 | $268k | +2% | 3.3k | 81.19 |
|
| First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) | 0.0 | $268k | 14k | 19.84 |
|
|
| Synopsys (SNPS) | 0.0 | $261k | -5% | 457.00 | 571.50 |
|
| Sarepta Therapeutics (SRPT) | 0.0 | $259k | NEW | 2.0k | 129.46 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.0 | $252k | 9.9k | 25.49 |
|
|
| Danaher Corporation (DHR) | 0.0 | $251k | 1.0k | 249.99 |
|
|
| First Interstate Bancsystem (FIBK) | 0.0 | $250k | -12% | 9.2k | 27.21 |
|
| Carpenter Technology Corporation (CRS) | 0.0 | $250k | 3.5k | 71.42 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $246k | 2.0k | 120.97 |
|
|
| Viper Energy Cl A (VNOM) | 0.0 | $246k | -11% | 6.4k | 38.46 |
|
| Middleby Corporation (MIDD) | 0.0 | $241k | 1.5k | 160.79 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $240k | NEW | 1.6k | 147.73 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $231k | 1.9k | 123.18 |
|
|
| First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) | 0.0 | $230k | 12k | 20.04 |
|
|
| First Tr Dow Jones Select Mi Com Shs Annual (FDM) | 0.0 | $229k | 3.7k | 62.77 |
|
|
| Old National Ban (ONB) | 0.0 | $228k | 13k | 17.41 |
|
|
| Pioneer Natural Resources (PXD) | 0.0 | $228k | NEW | 867.00 | 262.50 |
|
| Ishares Tr Aggres Alloc Etf (AOA) | 0.0 | $225k | 3.1k | 73.46 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $225k | 2.3k | 99.27 |
|
|
| Iron Mountain (IRM) | 0.0 | $222k | NEW | 2.8k | 80.86 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $219k | 3.7k | 58.65 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $218k | NEW | 806.00 | 270.52 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $218k | -70% | 6.8k | 32.23 |
|
| Icon SHS (ICLR) | 0.0 | $218k | NEW | 649.00 | 335.95 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $218k | 7.2k | 30.22 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $216k | -19% | 1.3k | 162.91 |
|
| Cohen & Steers (CNS) | 0.0 | $216k | 2.8k | 76.89 |
|
|
| Equinix (EQIX) | 0.0 | $215k | 260.00 | 825.33 |
|
|
| United Bankshares (UBSI) | 0.0 | $213k | 5.9k | 36.16 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $213k | NEW | 6.7k | 31.95 |
|
| Intuit (INTU) | 0.0 | $213k | 327.00 | 650.88 |
|
|
| Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 0.0 | $210k | 7.6k | 27.76 |
|
|
| Ferguson SHS (FERG) | 0.0 | $210k | NEW | 956.00 | 219.22 |
|
| Biogen Idec (BIIB) | 0.0 | $207k | 962.00 | 215.63 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $207k | -10% | 9.0k | 23.01 |
|
| Johnson Outdoors Cl A (JOUT) | 0.0 | $205k | -35% | 4.5k | 46.11 |
|
| Walgreen Boots Alliance (WBA) | 0.0 | $204k | -59% | 9.4k | 21.69 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $204k | 1.9k | 107.41 |
|
|
| Orange Sponsored Adr (ORAN) | 0.0 | $182k | 16k | 11.77 |
|
|
| Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 0.0 | $180k | 11k | 17.02 |
|
|
| Abrdn Global Infra Income Fu Com Shs Ben Int (ASGI) | 0.0 | $178k | -9% | 10k | 17.75 |
|
| Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.0 | $173k | -17% | 16k | 10.92 |
|
| Neogenomics Com New (NEO) | 0.0 | $168k | 11k | 15.72 |
|
|
| Lucid Group (LCID) | 0.0 | $151k | +3% | 53k | 2.85 |
|
| Eagle Ban (EBMT) | 0.0 | $145k | -18% | 11k | 12.84 |
|
| Algonquin Power & Utilities equs (AQN) | 0.0 | $101k | -72% | 16k | 6.43 |
|
| Edap Tms S A Sponsored Adr (EDAP) | 0.0 | $77k | 11k | 7.35 |
|
|
| Adagio Therapeutics (IVVD) | 0.0 | $44k | 10k | 4.44 |
|
|
| Cellebrite Di *w Exp 99/99/999 (CLBTW) | 0.0 | $38k | -30% | 18k | 2.15 |
|
| Sundial Growers (SNDL) | 0.0 | $20k | 10k | 2.00 |
|
Past Filings by Naples Global Advisors
SEC 13F filings are viewable for Naples Global Advisors going back to 2013
- Naples Global Advisors 2024 Q1 filed April 29, 2024
- Naples Global Advisors 2023 Q4 filed Jan. 11, 2024
- Naples Global Advisors 2023 Q3 filed Oct. 16, 2023
- Naples Global Advisors 2023 Q2 filed July 17, 2023
- Naples Global Advisors 2022 Q4 restated filed April 17, 2023
- Naples Global Advisors 2023 Q1 filed April 17, 2023
- Naples Global Advisors 2022 Q4 filed Jan. 20, 2023
- Naples Global Advisors 2022 Q3 filed Oct. 20, 2022
- Naples Global Advisors 2022 Q2 filed Aug. 11, 2022
- Naples Global Advisors 2022 Q1 filed April 28, 2022
- Naples Global Advisors 2021 Q4 filed Feb. 4, 2022
- Naples Global Advisors 2021 Q3 restated filed Oct. 29, 2021
- Naples Global Advisors 2021 Q3 filed Oct. 25, 2021
- Naples Global Advisors 2021 Q2 filed Aug. 6, 2021
- Naples Global Advisors 2021 Q1 filed May 10, 2021
- Naples Global Advisors 2020 Q4 filed Feb. 8, 2021