Naples Global Advisors, LLC Purchases in Q2 2025

Naples Global Advisors, LLC

  • $1.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
178
+ 0.25%
$354.56 - $497.45 $63.1K - $88.5K
72.5K $36M
NVDA
Nvidia Corp

Technology
11.3K
+ 23.86%
$94.31 - $157.99 $1.06M - $1.78M
58.4K $9.23M
IVV
Ishares Core S&P 500 ETF

ETFs
1.15K
+ 2.84%
$498.8 - $620.9 $574K - $715K
41.7K $25.9M
JPM
Jpmorgan Chase & CO

Financial Services
1.07K
+ 1.62%
$210.28 - $289.91 $224K - $309K
67K $19.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
43.1K
+ 4.71%
$17.76 - $22.1 $766K - $953K
958K $21.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
706
+ 1.77%
$456.74 - $568.03 $322K - $401K
40.5K $23M
META
Meta Platforms, Inc.

Communication Services
1.33K
+ 13.11%
$484.66 - $738.09 $646K - $983K
11.5K $8.48M
ASML
Asml Holding Nv

Technology
2.87K
New
$595.37 - $815.24 $1.71M - $2.34M
2.87K $2.3M
VV
Vanguard Large Cap ETF

ETFs
278
+ 0.46%
$228.25 - $285.3 $63.5K - $79.3K
61.1K $17.4M
XOM
Exxon Mobil Corp

Energy
25.1K
+ 32.26%
$99.93 - $119.04 $2.51M - $2.99M
103K $11.1M
BWXT
Bwx Technologies, Inc.

Industrials
525
+ 1.43%
$89.24 - $144.06 $46.9K - $75.6K
37.3K $5.37M
AMD
Advanced Micro Devices Inc

Technology
144
+ 0.33%
$78.21 - $143.81 $11.3K - $20.7K
44K $6.24M
AXP
American Express CO

Financial Services
1.79K
+ 8.35%
$231.39 - $318.98 $415K - $572K
23.3K $7.42M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
19.3K
+ 4.62%
$24.38 - $30.18 $471K - $583K
438K $13.2M
GOOGL
Alphabet Inc.

Communication Services
4.04K
+ 10.19%
$144.7 - $178.6 $585K - $722K
43.7K $7.7M
MU
Micron Technology Inc

Technology
456
+ 1.11%
$64.72 - $127.91 $29.5K - $58.3K
41.4K $5.1M
ADI
Analog Devices Inc

Technology
195
+ 0.49%
$164.6 - $238.02 $32.1K - $46.4K
40.2K $9.56M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
18.5K
+ 46.54%
$75.05 - $77.34 $1.39M - $1.43M
58.3K $4.51M
DLR
Digital Realty Trust, Inc.

Real Estate
1.26K
+ 3.17%
$136.11 - $177.69 $171K - $224K
41.1K $7.16M
AMAT
Applied Materials Inc

Technology
126
+ 0.34%
$126.95 - $183.52 $16K - $23.1K
36.9K $6.75M
LDOS
Leidos Holdings, Inc.

Technology
595
+ 1.09%
$132.9 - $160.3 $79.1K - $95.4K
55.1K $8.69M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.52K
+ 38.86%
$416.06 - $551.64 $631K - $837K
5.42K $2.99M
EMR
Emerson Electric CO

Industrials
2.33K
+ 6.7%
$94.15 - $133.33 $219K - $310K
37K $4.93M
VEA
Vanguard Ftse Developed Market

ETFs
8.77K
+ 8.39%
$45.65 - $57.01 $400K - $500K
113K $6.46M
AMZN
Amazon Com Inc

Consumer Cyclical
861
+ 2.8%
$167.32 - $223.3 $144K - $192K
31.6K $6.93M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.02K
+ 12.09%
$90.56 - $109.49 $636K - $769K
65.1K $7.12M
IGF
Ishares Global Infrastructure

ETFs
4.46K
+ 2.86%
$50.55 - $59.83 $226K - $267K
160K $9.5M
STX
Seagate Technology Holdings PLC

Technology
29
+ 0.18%
$66.54 - $144.33 $1.93K - $4.19K
16.4K $2.36M
IBM
International Business Machines Corp

Technology
155
+ 0.92%
$221.03 - $294.78 $34.3K - $45.7K
17.1K $5.04M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.47K
+ 0.82%
$51.16 - $62.02 $75.3K - $91.3K
180K $11.2M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.77K
+ 3.59%
$166.82 - $194.23 $296K - $344K
51.1K $9.93M
WMT
Walmart Inc.

Consumer Defensive
2.44K
+ 5.08%
$81.79 - $99.98 $199K - $244K
50.4K $4.93M
BX
Blackstone Inc.

Financial Services
1.92K
+ 4.55%
$120.07 - $151.11 $230K - $289K
44K $6.58M
REET
Ishares Global Reit ETF

ETFs
20.7K
+ 7.75%
$21.59 - $25.16 $446K - $520K
287K $7.1M
DVY
Ishares Tr

ETFs
5K
New
$118.37 - $134.86 $592K - $675K
5K $664K
OTEX
Open Text Corp

Technology
22.5K
New
$23.04 - $29.2 $517K - $656K
22.5K $655K
IWV
Ishares Russell 3000 ETF

ETFs
1.59K
+ 90.23%
$281.67 - $351.0 $447K - $557K
3.35K $1.18M
CAT
Caterpillar Inc

Industrials
33
+ 0.32%
$273.94 - $388.21 $9.04K - $12.8K
10.3K $3.99M
OMAB
Central North Airport Group

Industrials
420
+ 2.0%
$72.48 - $106.35 $30.4K - $44.7K
21.5K $2.26M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.83K
+ 13.54%
$50.08 - $63.14 $242K - $305K
40.5K $2.56M
INFY
Infosys LTD

Technology
24.6K
+ 6.65%
$16.14 - $18.75 $396K - $461K
394K $7.3M
PLTR
Palantir Technologies Inc.

Technology
1K
+ 15.24%
$74.01 - $144.25 $74.2K - $145K
7.58K $1.03M
EMRAF
Emera Inc

Utilities
10.1K
New
$40.76 - $45.86 $410K - $462K
10.1K $461K
CRM
Salesforce, Inc.

Technology
1.38K
+ 10.53%
$236.26 - $291.15 $326K - $402K
14.5K $3.95M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.85K
+ 1.95%
$19.6 - $24.44 $55.9K - $69.7K
149K $3.64M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
29.5K
+ 6.88%
$18.11 - $18.97 $535K - $560K
458K $8.63M
PH
Parker Hannifin Corp

Industrials
313
+ 13.97%
$517.23 - $700.54 $162K - $219K
2.55K $1.78M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
7.75K
+ 27.32%
$51.68 - $52.76 $401K - $409K
36.1K $1.91M
IXUS
Ishares Tr

ETFs
2.12K
+ 5.95%
$62.37 - $77.63 $132K - $164K
37.7K $2.91M
Activity Summary
Buys All Purchases 210 New Holdings 22 Increased Positions 188 Sells All Sells 143 Reductions 143 Sold out 0 Options Calls 0 Puts 0
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