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
D
Dominion Energy, Inc

Utilities
3.64K
New
$56.32 - $62.1 $205K - $226K
3.64K $222K
MET
Metlife Inc

Financial Services
2.69K
New
$73.82 - $82.37 $198K - $221K
2.69K $221K
PHM
Pultegroup Inc

Consumer Cyclical
1.64K
New
$108.0 - $141.42 $177K - $232K
1.64K $217K
VNQ
Vanguard Specialized Funds Van

ETFs
2.38K
New
$88.47 - $93.24 $210K - $222K
2.38K $217K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.07K
New
$196.15 - $217.83 $209K - $233K
1.07K $215K
WFC
Wells Fargo & Company

Financial Services
2.36K
+ 51.6%
$77.05 - $85.16 $181K - $201K
6.92K $579K
SUB
Ishares Short Term National Mu

ETFs
1.88K
+ 6.75%
$106.17 - $107.3 $200K - $202K
29.7K $3.18M
PFF
Ishares Trust Ishares Pfd And

ETFs
6.7K
New
$30.67 - $32.13 $205K - $215K
6.7K $211K
BDX
Becton Dickinson & CO

Healthcare
1.12K
New
$172.41 - $199.66 $194K - $224K
1.12K $210K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.28K
+ 8.44%
$48.5 - $50.19 $159K - $164K
42.1K $2.11M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.65K
New
$72.04 - $77.35 $191K - $205K
2.65K $203K
SLV
I Shares Silver Trust

ETFs
4.75K
New
$32.73 - $42.5 $155K - $202K
4.75K $201K
UBSI
United Bankshares Inc

Financial Services
5.4K
New
$35.03 - $38.73 $189K - $209K
5.4K $200K
ORI
Old Republic International Corp

Financial Services
478
+ 1.08%
$35.74 - $42.47 $17.1K - $20.3K
44.7K $1.9M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.64K
+ 36.91%
$109.11 - $111.88 $179K - $183K
6.08K $676K
SPMD
Spdr Portfolio

ETFs
835
+ 1.72%
$54.43 - $58.29 $45.4K - $48.7K
49.4K $2.82M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
638
+ 2.94%
$48.04 - $60.86 $30.6K - $38.8K
22.4K $1.3M
DHR
Danaher Corp

Healthcare
860
+ 63.1%
$181.46 - $212.2 $156K - $182K
2.22K $440K
DUK
Duke Energy Corp

Utilities
173
+ 0.7%
$116.31 - $125.93 $20.1K - $21.8K
24.9K $3.08M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
128
+ 2.18%
$459.11 - $506.91 $58.8K - $64.9K
5.99K $3.01M
RPM
Rpm International Inc

Basic Materials
130
+ 0.73%
$110.07 - $128.23 $14.3K - $16.7K
17.9K $2.12M
NDAQ
Nasdaq, Inc.

Financial Services
1.8K
+ 20.66%
$86.73 - $96.94 $156K - $175K
10.5K $931K
AMGN
Amgen Inc

Healthcare
130
+ 0.37%
$271.18 - $309.22 $35.3K - $40.2K
35.3K $9.97M
TECH
Bio Techne Corp

Healthcare
1.54K
+ 11.72%
$49.87 - $58.78 $76.6K - $90.2K
14.6K $814K
GIS
General Mills Inc

Consumer Defensive
3.43K
+ 14.54%
$48.44 - $53.83 $166K - $185K
27.1K $1.36M
ZTS
Zoetis Inc.

Healthcare
1.06K
+ 72.73%
$141.13 - $159.19 $149K - $169K
2.52K $367K
BAC
Bank Of America Corp

Financial Services
854
+ 3.79%
$44.92 - $52.42 $38.4K - $44.8K
23.4K $1.21M
LLY
Eli Lilly & CO

Healthcare
452
+ 3.63%
$625.65 - $812.69 $283K - $367K
12.9K $9.86M
ABT
Abbott Laboratories

Healthcare
1.45K
+ 5.13%
$120.51 - $136.62 $175K - $198K
29.7K $3.98M
KIM
Kimco Realty Corp

Real Estate
3K
+ 4.11%
$20.74 - $22.79 $62.2K - $68.4K
76.1K $1.66M
O
Realty Income Corp

Real Estate
1.01K
+ 5.18%
$56.13 - $60.79 $56.8K - $61.5K
20.6K $1.25M
SYK
Stryker Corp

Healthcare
453
+ 23.36%
$368.57 - $403.53 $167K - $183K
2.39K $884K
TSN
Tyson Foods, Inc.

Consumer Defensive
2.95K
+ 11.42%
$52.3 - $57.69 $154K - $170K
28.7K $1.56M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.13K
+ 6.7%
$81.75 - $84.54 $92.3K - $95.4K
18K $1.51M
DGRO
Ishares Core Dividend Growth E

ETFs
641
+ 3.79%
$64.12 - $68.08 $41.1K - $43.6K
17.5K $1.19M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.3K
+ 2.73%
$78.11 - $79.07 $102K - $103K
49.1K $3.87M
COP
Conocophillips

Energy
265
+ 1.48%
$91.0 - $98.99 $24.1K - $26.2K
18.2K $1.72M
GD
General Dynamics Corp

Industrials
125
+ 9.83%
$293.92 - $341.0 $36.7K - $42.6K
1.4K $476K
HUN
Huntsman Corp

Basic Materials
18.4K
+ 43.15%
$8.87 - $12.07 $163K - $222K
61K $547K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
4.23K
+ 26.37%
$23.13 - $23.54 $97.7K - $99.5K
20.2K $475K
AVA
Avista Corp

Utilities
2.74K
+ 11.0%
$35.55 - $38.37 $97.5K - $105K
27.7K $1.05M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.4K
+ 28.49%
$28.92 - $32.19 $69.4K - $77.3K
10.8K $345K
PSA
Public Storage

Real Estate
389
+ 12.88%
$271.94 - $298.09 $106K - $116K
3.41K $984K
HON
Honeywell International Inc

Industrials
1.06K
+ 18.88%
$207.7 - $240.4 $220K - $254K
6.66K $1.4M
ITW
Illinois Tool Works Inc

Industrials
293
+ 19.68%
$252.31 - $269.41 $73.9K - $78.9K
1.78K $464K
GE
General Electric CO

Industrials
62
+ 3.67%
$244.75 - $305.63 $15.2K - $18.9K
1.75K $527K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
4.05K
+ 8.06%
$42.56 - $49.08 $172K - $199K
54.3K $2.33M
DVY
Ishares Tr

ETFs
250
+ 5.0%
$133.88 - $142.57 $33.5K - $35.6K
5.25K $746K
UNP
Union Pacific Corp

Industrials
86
+ 0.87%
$214.91 - $237.16 $18.5K - $20.4K
9.97K $2.36M
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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