Naples Global Advisors, LLC Purchases in Q3 2025

Naples Global Advisors, LLC

  • $1.24 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
3.05K
+ 6.97%
$174.36 - $254.72 $531K - $776K
46.8K $11.4M
NVDA
Nvidia Corp

Technology
4.33K
+ 7.41%
$153.3 - $186.58 $664K - $808K
62.7K $11.7M
MSFT
Microsoft Corp

Technology
1.86K
+ 2.57%
$491.09 - $535.64 $915K - $998K
74.3K $38.5M
ABBV
Abb Vie Inc.

Healthcare
1.07K
+ 2.26%
$184.85 - $231.54 $197K - $247K
48.3K $11.2M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
24.6K
+ 88.92%
$71.86 - $87.45 $1.77M - $2.15M
52.3K $4.36M
JPM
Jpmorgan Chase & CO

Financial Services
1.97K
+ 2.94%
$282.78 - $316.06 $557K - $623K
68.9K $21.7M
GOOG
Alphabet Inc.

Communication Services
3.23K
+ 14.11%
$175.16 - $255.24 $565K - $824K
26.1K $6.36M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
39.5K
+ 4.12%
$21.69 - $23.34 $857K - $922K
997K $23.2M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
15.5K
+ 3.55%
$30.13 - $33.37 $468K - $518K
453K $15.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
192
+ 0.47%
$567.77 - $614.76 $109K - $118K
40.7K $24.9M
JNJ
Johnson & Johnson

Healthcare
1.41K
+ 2.92%
$155.17 - $185.42 $219K - $262K
49.8K $9.24M
LDOS
Leidos Holdings, Inc.

Technology
140
+ 0.25%
$159.2 - $188.96 $22.3K - $26.5K
55.2K $10.4M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
289
+ 1.28%
$103.83 - $179.9 $30K - $52K
22.9K $4.1M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
12.8K
New
$100.16 - $100.7 $1.28M - $1.29M
12.8K $1.29M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
49.4K
+ 10.77%
$18.82 - $19.8 $929K - $977K
508K $9.87M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.46K
+ 4.61%
$72.65 - $78.68 $396K - $429K
124K $9.7M
AMD
Advanced Micro Devices Inc

Technology
480
+ 1.09%
$134.8 - $184.42 $64.7K - $88.5K
44.5K $7.19M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.32K
+ 4.53%
$192.76 - $203.86 $446K - $472K
53.5K $10.9M
RIO
Rio Tinto PLC

Basic Materials
2.05K
+ 1.97%
$57.66 - $66.01 $118K - $135K
106K $6.99M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.54K
+ 3.89%
$108.46 - $120.63 $275K - $306K
67.7K $8.04M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
11K
+ 18.82%
$76.16 - $78.59 $835K - $862K
69.3K $5.41M
REET
Ishares Global Reit ETF

ETFs
22.9K
+ 7.96%
$24.45 - $25.91 $560K - $593K
310K $7.93M
IYT
Ishares Tr U.S. Transportation

ETFs
11.4K
+ 366.03%
$66.62 - $72.7 $761K - $830K
14.5K $1.04M
NEE
Nextera Energy Inc

Utilities
2.48K
+ 2.52%
$69.77 - $77.54 $173K - $192K
101K $7.61M
VEA
Vanguard Ftse Developed Market

ETFs
7.45K
+ 6.57%
$56.02 - $60.3 $417K - $449K
121K $7.23M
LMT
Lockheed Martin Corp

Industrials
516
+ 3.69%
$410.74 - $499.21 $212K - $258K
14.5K $7.25M
IGF
Ishares Global Infrastructure

ETFs
7.28K
+ 4.54%
$58.29 - $61.43 $424K - $447K
168K $10.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.25K
+ 1.25%
$62.09 - $66.51 $140K - $150K
182K $11.9M
AMZN
Amazon Com Inc

Consumer Cyclical
3.11K
+ 9.83%
$211.65 - $238.24 $657K - $740K
34.7K $7.62M
MBB
Ishares Tr

ETFs
6.75K
+ 32.01%
$92.46 - $95.73 $624K - $646K
27.9K $2.65M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
10.6K
+ 176.05%
N/A
16.6K $1.04M
TSLA
Tesla, Inc.

Consumer Cyclical
94
+ 2.05%
$293.94 - $444.72 $27.6K - $41.8K
4.69K $2.08M
MRK
Merck & Co., Inc.

Healthcare
990
+ 0.93%
$77.6 - $87.37 $76.8K - $86.5K
108K $9.06M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
9.05K
+ 8.89%
$52.55 - $54.37 $475K - $492K
111K $6M
XOM
Exxon Mobil Corp

Energy
479
+ 0.47%
$105.83 - $117.22 $50.7K - $56.1K
103K $11.7M
MUB
Ishares National Muni Bond ETF

ETFs
4.33K
+ 8.39%
$103.24 - $106.68 $447K - $462K
56K $5.96M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
9.15K
+ 47.53%
$59.81 - $60.11 $547K - $550K
28.4K $1.7M
JXN
Jackson Financial Inc.

Financial Services
556
+ 1.43%
$84.06 - $103.8 $46.7K - $57.7K
39.5K $3.99M
CVX
Chevron Corp

Energy
1.15K
+ 3.86%
$145.57 - $161.83 $167K - $186K
30.9K $4.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.65K
+ 1.75%
$49.43 - $54.52 $81.5K - $89.9K
95.8K $5.19M
MDT
Medtronic PLC

Healthcare
407
+ 0.7%
$87.67 - $95.74 $35.7K - $39K
58.7K $5.59M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.4K
New
$132.9 - $142.03 $452K - $483K
3.4K $479K
APH
Amphenol Corp

Technology
3.23K
+ 100.84%
$97.39 - $125.4 $314K - $405K
6.43K $795K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
8.81K
+ 24.39%
$52.39 - $53.11 $462K - $468K
44.9K $2.38M
XLI
Industrial Sector Spdr

ETFs
2.97K
New
$147.94 - $154.99 $440K - $461K
2.97K $458K
META
Meta Platforms, Inc.

Communication Services
636
+ 5.53%
$695.21 - $791.73 $442K - $504K
12.1K $8.91M
XLK
Technology Sector Spdr

ETFs
1.4K
+ 165.37%
$250.97 - $282.66 $352K - $397K
2.25K $635K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.54K
+ 5.64%
$97.75 - $100.75 $346K - $357K
66.2K $6.64M
LHX
L3 Harris Technologies, Inc.

Industrials
52
+ 0.74%
$252.18 - $305.41 $13.1K - $15.9K
7.08K $2.16M
Activity Summary
Buys All Purchases 240 New Holdings 28 Increased Positions 212 Sells All Sells 123 Reductions 123 Sold out 0 Options Calls 0 Puts 0
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