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
ET
Energy Transfer LP

Energy
23.3K
+ 71.04%
$15.65 - $18.93 $365K - $441K
56.1K $1.02M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
136
+ 0.14%
$39.89 - $49.46 $5.43K - $6.73K
94.1K $4.66M
GS
Goldman Sachs Group Inc

Financial Services
562
New
$462.22 - $707.75 $260K - $398K
562 $397K
CSX
Csx Corp

Industrials
2.08K
+ 2.08%
$26.69 - $32.91 $55.6K - $68.6K
102K $3.34M
HII
Huntington Ingalls Industries, Inc.

Industrials
109
+ 1.13%
$183.31 - $241.46 $20K - $26.3K
9.77K $2.36M
A
Agilent Technologies, Inc.

Healthcare
3.01K
+ 16.82%
$99.29 - $120.52 $299K - $363K
20.9K $2.47M
XLC
Select Sector Spdr Tr Communic

ETFs
683
+ 2.94%
$86.13 - $108.53 $58.8K - $74.1K
23.9K $2.6M
WFC
Wells Fargo & Company

Financial Services
4.56K
New
$60.98 - $80.12 $278K - $366K
4.56K $365K
LMT
Lockheed Martin Corp

Industrials
296
+ 2.16%
$430.82 - $486.45 $128K - $144K
14K $6.48M
ADP
Automatic Data Processing Inc

Industrials
1.11K
+ 24.67%
$276.76 - $326.81 $307K - $363K
5.61K $1.73M
SPMD
Spdr Portfolio

ETFs
3.37K
+ 7.46%
$44.89 - $54.38 $151K - $183K
48.5K $2.64M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.41K
New
$104.34 - $138.68 $252K - $335K
2.41K $334K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.46K
+ 5.52%
$74.88 - $91.97 $109K - $134K
27.8K $2.56M
HDB
Hdfc Bank LTD

Financial Services
265
+ 0.92%
$63.78 - $77.48 $16.9K - $20.5K
29.2K $2.24M
GII
Spdr S&P Global Infrasture ETF

ETFs
1.43K
+ 3.61%
$57.32 - $67.33 $81.7K - $95.9K
40.9K $2.75M
TSLA
Tesla, Inc.

Consumer Cyclical
112
+ 2.5%
$221.86 - $362.89 $24.8K - $40.6K
4.59K $1.46M
LHX
L3 Harris Technologies, Inc.

Industrials
1
+ 0.01%
$200.21 - $256.99 $200 - $257
7.03K $1.76M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.9K
+ 3.99%
$51.1 - $53.29 $199K - $208K
102K $5.42M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
973
+ 11.22%
$104.23 - $134.39 $101K - $131K
9.64K $1.3M
ESP
Espey Mfg & Electronics Corp

Industrials
6.23K
New
$25.0 - $46.22 $156K - $288K
6.23K $284K
DHR
Danaher Corp

Healthcare
1.36K
New
$174.64 - $205.16 $238K - $280K
1.36K $269K
DCI
Donaldson CO Inc

Industrials
3.15K
+ 16.72%
$59.18 - $71.02 $186K - $224K
22K $1.53M
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.42K
New
$22.27 - $29.21 $188K - $246K
8.42K $246K
TT
Trane Technologies PLC

Industrials
562
New
$315.21 - $437.41 $177K - $246K
562 $245K
PANW
Palo Alto Networks Inc

Technology
1.16K
New
$152.44 - $204.64 $177K - $238K
1.16K $237K
CRWD
Crowd Strike Holdings, Inc.

Technology
463
New
$321.63 - $509.31 $149K - $236K
463 $235K
MBB
Ishares Tr

ETFs
2.45K
+ 13.16%
$91.41 - $94.22 $224K - $231K
21.1K $1.98M
QCOM
Qualcomm Inc

Technology
114
+ 0.3%
$124.66 - $159.48 $14.2K - $18.2K
37.7K $6.01M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1K
New
$171.4 - $227.1 $171K - $227K
1K $227K
ZTS
Zoetis Inc.

Healthcare
1.46K
New
$144.41 - $170.3 $210K - $248K
1.46K $227K
AVEM
American Centy ETF Tr Avantis

ETFs
3.23K
New
$53.08 - $68.54 $171K - $221K
3.23K $221K
V
Visa Inc.

Financial Services
543
+ 8.78%
$308.27 - $373.31 $167K - $203K
6.73K $2.39M
DE
Deere & CO

Industrials
61
+ 1.28%
$412.99 - $531.48 $25.2K - $32.4K
4.83K $2.45M
XLK
Technology Sector Spdr

ETFs
849
New
$179.73 - $253.23 $153K - $215K
849 $214K
IYT
Ishares Tr U.S. Transportation

ETFs
3.12K
New
$55.22 - $68.54 $172K - $214K
3.12K $213K
SNPS
Synopsys Inc

Technology
415
New
$380.9 - $517.66 $158K - $215K
415 $212K
LECO
Lincoln Electric Holdings Inc

Industrials
200
+ 2.13%
$167.18 - $211.38 $33.4K - $42.3K
9.57K $1.98M
SUB
Ishares Short Term National Mu

ETFs
1.77K
+ 6.76%
$104.77 - $106.34 $185K - $188K
27.9K $2.96M
MSTR
Microstrategy Inc

Technology
520
New
$237.95 - $421.61 $124K - $219K
520 $210K
FE
Firstenergy Corp

Utilities
5.17K
New
$38.31 - $43.17 $198K - $223K
5.17K $208K
SPGI
S&P Global Inc.

Financial Services
341
+ 24.82%
$438.31 - $527.29 $149K - $180K
1.72K $904K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.92K
+ 7.38%
$35.35 - $42.68 $103K - $125K
42.5K $1.81M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.09K
New
$149.76 - $186.42 $163K - $203K
1.09K $202K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.73K
+ 2.84%
$96.84 - $99.46 $168K - $172K
62.7K $6.22M
MCO
Moodys Corp

Financial Services
40
+ 0.8%
$396.7 - $501.59 $15.9K - $20.1K
5.04K $2.53M
MS
Morgan Stanley

Financial Services
1.05K
+ 48.88%
$99.83 - $140.86 $105K - $148K
3.2K $450K
SYK
Stryker Corp

Healthcare
396
+ 25.66%
$337.37 - $395.63 $134K - $157K
1.94K $767K
EFA
Ishares Tr Msci Eafe ETF

ETFs
100
+ 0.38%
$72.96 - $90.39 $7.3K - $9.04K
26.2K $2.34M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
3.19K
+ 19.86%
$59.8 - $60.07 $191K - $192K
19.3K $1.15M
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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