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
HTGC
Hercules Capital, Inc.

Financial Services
1.53K
+ 2.18%
$18.34 - $19.53 $28K - $29.8K
71.4K $1.35M
VB
Vanguard Small Cap ETF

ETFs
16
+ 0.4%
$237.58 - $259.17 $3.8K - $4.15K
4.01K $1.02M
DG
Dollar General Corp

Consumer Defensive
1.13K
+ 28.6%
$101.86 - $116.32 $115K - $131K
5.08K $524K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
200
+ 20.0%
$225.11 - $247.9 $45K - $49.6K
1.2K $296K
CVS
Cvs Health Corp

Healthcare
221
+ 2.75%
$58.75 - $76.5 $13K - $16.9K
8.25K $621K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
2.5K
+ 20.7%
$24.11 - $24.94 $60.3K - $62.4K
14.6K $363K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
1.15K
+ 9.11%
$50.7 - $51.11 $58.3K - $58.8K
13.8K $703K
OZK
Bank Ozk

Financial Services
4
+ 0.03%
$47.4 - $53.14 $190 - $213
14.9K $761K
LANC
Lancaster Colony Corp

Consumer Defensive
175
+ 5.51%
$171.5 - $183.37 $30K - $32.1K
3.35K $607K
TFC
Truist Financial Corp

Financial Services
287
+ 1.74%
$42.83 - $47.07 $12.3K - $13.5K
16.8K $766K
EVRG
Evergy, Inc.

Utilities
111
+ 2.01%
$67.73 - $76.02 $7.52K - $8.44K
5.63K $427K
BHP
Bhp Group LTD

Basic Materials
150
+ 2.97%
$48.67 - $56.22 $7.3K - $8.43K
5.19K $289K
MLPX
Global X Mlp & Energy Infrastr

ETFs
716
+ 1.83%
$59.5 - $62.99 $42.6K - $45.1K
39.8K $2.5M
EPD
Enterprise Products Partners L.P.

Energy
1.28K
+ 10.24%
$30.74 - $32.14 $39.3K - $41.1K
13.8K $431K
VZ
Verizon Communications Inc

Communication Services
854
+ 8.45%
$40.84 - $45.06 $34.9K - $38.5K
11K $481K
SHEL
Shell PLC

Energy
537
+ 13.75%
$69.82 - $73.93 $37.5K - $39.7K
4.44K $317K
CNP
Centerpoint Energy Inc

Utilities
18
+ 0.09%
$35.77 - $39.16 $644 - $705
19.4K $751K
ADBE
Adobe Inc.

Technology
223
+ 17.85%
$333.65 - $392.1 $74.4K - $87.4K
1.47K $519K
PSX
Phillips 66

Energy
2
+ 0.09%
$118.37 - $139.46 $237 - $279
2.12K $288K
IEFA
Ishares Tr

ETFs
95
+ 1.3%
$81.7 - $87.53 $7.76K - $8.32K
7.38K $643K
UL
Unilever PLC

Consumer Defensive
2.15K
+ 4.38%
$58.43 - $65.01 $126K - $140K
51.3K $3.04M
CME
Cme Group Inc.

Financial Services
185
+ 6.42%
$258.83 - $287.1 $47.9K - $53.1K
3.07K $828K
PNC
Pnc Financial Services Group, Inc.

Financial Services
97
+ 8.92%
$185.88 - $207.44 $18K - $20.1K
1.18K $237K
ET
Energy Transfer LP

Energy
5.25K
+ 9.36%
$17.11 - $18.16 $89.8K - $95.3K
61.4K $1.05M
KO
Coca Cola CO

Consumer Defensive
2.33K
+ 8.48%
$65.67 - $71.67 $153K - $167K
29.8K $1.98M
PRU
Prudential Financial Inc

Financial Services
874
+ 5.56%
$100.68 - $109.89 $88K - $96K
16.6K $1.72M
IEMG
Ishares Inc

ETFs
594
+ 4.37%
N/A
14.2K $761K
ABM
Abm Industries Inc

Industrials
854
+ 7.51%
$44.78 - $49.66 $38.2K - $42.4K
12.2K $563K
FNLC
First Bancorp, Inc

Financial Services
350
+ 1.99%
$24.78 - $27.54 $8.67K - $9.64K
18K $471K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.08K
+ 7.01%
$20.84 - $21.03 $22.4K - $22.6K
16.4K $343K
SHYD
Vaneck Short High Yield Muni E

ETFs
500
+ 1.37%
$22.31 - $23.01 $11.2K - $11.5K
37K $846K
OTIS
Otis Worldwide Corp

Industrials
425
+ 19.53%
$84.93 - $101.07 $36.1K - $43K
2.6K $237K
TS
Tenaris Sa

Energy
1.23K
+ 8.95%
$34.66 - $38.85 $42.5K - $47.6K
14.9K $533K
HOMB
Home Bancshares Inc

Financial Services
1K
+ 2.46%
$27.55 - $30.19 $27.6K - $30.2K
41.6K $1.18M
CCU
United Breweries CO Inc

Consumer Defensive
3.85K
+ 12.34%
$11.65 - $13.48 $44.9K - $51.9K
35.1K $424K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
325
+ 0.77%
$42.75 - $43.37 $13.9K - $14.1K
42.4K $1.84M
TXN
Texas Instruments Inc

Technology
100
+ 0.37%
N/A
27.2K $5.29M
INTU
Intuit Inc

Technology
63
+ 24.8%
$646.03 - $807.39 $40.7K - $50.9K
317 $216K
NWBI
Northwest Bancshares, Inc.

Financial Services
2.2K
+ 8.03%
$11.5 - $13.53 $25.3K - $29.8K
29.6K $366K
STAG
Stag Industrial, Inc.

Real Estate
855
+ 5.8%
$34.28 - $36.97 $29.3K - $31.6K
15.6K $549K
PAA
Plains All American Pipeline LP

Energy
1.7K
+ 13.18%
$16.88 - $18.93 $28.7K - $32.2K
14.6K $249K
CRWD
Crowd Strike Holdings, Inc.

Technology
40
+ 8.64%
$412.46 - $514.1 $16.5K - $20.6K
503 $246K
COF
Capital One Financial Corp

Financial Services
42
+ 1.88%
$207.29 - $229.74 $8.71K - $9.65K
2.28K $484K
EXR
Extra Space Storage Inc.

Real Estate
125
+ 6.79%
$134.36 - $152.88 $16.8K - $19.1K
1.97K $276K
DGX
Quest Diagnostics Inc

Healthcare
26
+ 0.28%
N/A
9.39K $1.29M
SNY
Sanofi

Healthcare
318
+ 2.8%
$45.07 - $51.35 $14.3K - $16.3K
11.7K $550K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
50
+ 0.89%
$50.82 - $51.09 $2.54K - $2.55K
5.66K $288K
VIG
Vanguard Dividend Appreciation

ETFs
10
+ 0.32%
N/A
3.18K $579K
BMY
Bristol Myers Squibb CO

Healthcare
2.13K
+ 2.68%
$43.31 - $48.98 $92.3K - $104K
81.6K $3.68M
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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