Naples Global Advisors, LLC Incresed Positions in Q4 2024

Naples Global Advisors, LLC

  • $1.04 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
3.96K
+ 11.07%
$570.51 - $610.59 $2.26M - $2.42M
39.8K $23.4M
GOOGL
Alphabet Inc.

Communication Services
4.59K
+ 14.77%
$161.86 - $196.66 $744K - $903K
35.7K $6.76M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.54K
+ 4.1%
$521.84 - $558.82 $804K - $861K
39.1K $21M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
16.2K
+ 22.53%
$66.77 - $71.52 $1.08M - $1.16M
88.2K $6.08M
AMZN
Amazon Com Inc

Consumer Cyclical
563
+ 1.87%
$180.88 - $232.93 $102K - $131K
30.7K $6.74M
CRM
Salesforce, Inc.

Technology
927
+ 8.76%
$270.87 - $367.87 $251K - $341K
11.5K $3.85M
TSLA
Tesla, Inc.

Consumer Cyclical
630
+ 13.39%
$213.65 - $479.86 $135K - $302K
5.34K $2.15M
CSCO
Cisco Systems, Inc.

Technology
739
+ 0.51%
$52.45 - $60.02 $38.8K - $44.4K
145K $8.59M
NVDA
Nvidia Corp

Technology
2.4K
+ 5.47%
$117.0 - $148.88 $281K - $357K
46.2K $6.2M
SCHW
Schwab Charles Corp

Financial Services
1.61K
+ 2.29%
$63.31 - $82.85 $102K - $133K
71.8K $5.31M
MUB
Ishares National Muni Bond ETF

ETFs
7.41K
+ 17.76%
$105.78 - $108.7 $784K - $805K
49.1K $5.23M
MBB
Ishares Tr

ETFs
7.57K
+ 96.14%
$91.26 - $95.82 $691K - $725K
15.4K $1.42M
GOOG
Alphabet Inc.

Communication Services
190
+ 0.83%
$163.08 - $198.16 $31K - $37.7K
23.2K $4.41M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.08K
+ 5.41%
$61.68 - $67.87 $560K - $616K
177K $11M
EMR
Emerson Electric CO

Industrials
280
+ 0.86%
$108.13 - $134.33 $30.3K - $37.6K
32.9K $4.07M
PLTR
Palantir Technologies Inc.

Technology
550
+ 4.58%
$36.46 - $82.38 $20.1K - $45.3K
12.6K $949K
UNM
Unum Group

Financial Services
203
+ 0.57%
$58.88 - $77.07 $12K - $15.6K
36.1K $2.63M
DEO
Diageo PLC

Consumer Defensive
6.3K
+ 27.87%
$118.0 - $139.88 $743K - $881K
28.9K $3.67M
BMO
Bank Of Montreal

Financial Services
4.17K
+ 29.64%
$89.75 - $103.39 $374K - $431K
18.2K $1.77M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
12.3K
+ 17.31%
$51.33 - $53.74 $631K - $660K
83.3K $4.29M
DCI
Donaldson CO Inc

Industrials
7.56K
+ 100.59%
$67.28 - $78.27 $508K - $591K
15.1K $1.01M
META
Meta Platforms, Inc.

Communication Services
511
+ 6.79%
$554.08 - $632.68 $283K - $323K
8.04K $4.74M
KMI
Kinder Morgan, Inc.

Energy
200
+ 0.27%
$22.59 - $28.54 $4.52K - $5.71K
75.2K $2.06M
DIS
Walt Disney CO

Communication Services
1.36K
+ 8.73%
$92.39 - $117.6 $126K - $160K
17K $1.89M
BMY
Bristol Myers Squibb CO

Healthcare
35
+ 0.04%
$51.92 - $59.94 $1.82K - $2.1K
80.5K $4.55M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
40.4K
+ 11.7%
$19.47 - $20.95 $786K - $846K
386K $7.52M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.38K
+ 6.81%
$113.92 - $127.38 $385K - $431K
53K $6.11M
VTI
Vanguard Total Stock Market Et

ETFs
570
+ 3.1%
$280.04 - $302.45 $160K - $172K
18.9K $5.49M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.35K
+ 29.76%
$51.54 - $52.55 $276K - $281K
23.3K $1.21M
ITOT
Ishares Core S&P Total U.S. St

ETFs
463
+ 0.74%
$124.26 - $134.12 $57.5K - $62.1K
62.9K $8.08M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.17K
+ 11.14%
$96.64 - $101.23 $403K - $422K
41.6K $4.03M
GPC
Genuine Parts CO

Consumer Cyclical
4.69K
+ 34.01%
$113.11 - $143.63 $530K - $673K
18.5K $2.16M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
6.38K
+ 28.2%
$55.45 - $61.08 $354K - $390K
29K $1.61M
SPY
Spdr S&P 500 ETF Trust

ETFs
135
+ 1.36%
$567.81 - $607.81 $76.7K - $82.1K
10.1K $5.9M
AXON
Axon Enterprise, Inc.

Industrials
5
+ 0.5%
$399.22 - $689.78 $2K - $3.45K
1.01K $597K
SHOP
Shopify Inc.

Technology
855
+ 22.18%
$78.14 - $119.49 $66.8K - $102K
4.71K $500K
SUB
Ishares Short Term National Mu

ETFs
1.83K
+ 8.41%
$104.94 - $106.2 $192K - $194K
23.5K $2.48M
QQQ
Invesco Qqq Trust, Series 1

ETFs
178
+ 5.22%
$481.22 - $538.17 $85.7K - $95.8K
3.59K $1.83M
NFLX
Netflix Inc

Communication Services
59
+ 9.32%
$687.65 - $936.56 $40.6K - $55.3K
692 $616K
HON
Honeywell International Inc

Industrials
183
+ 3.04%
$202.84 - $236.0 $37.1K - $43.2K
6.2K $1.4M
ENB
Enbridge Inc

Energy
2.51K
+ 15.09%
$40.4 - $43.92 $101K - $110K
19.1K $811K
FDS
Factset Research Systems Inc

Financial Services
110
+ 2.75%
$449.69 - $495.72 $49.5K - $54.5K
4.12K $1.98M
HESM
Hess Midstream LP

Energy
600
+ 0.94%
$34.2 - $37.9 $20.5K - $22.7K
64.2K $2.38M
WM
Waste Management Inc

Industrials
950
+ 7.12%
$201.79 - $228.46 $192K - $217K
14.3K $2.89M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.76K
+ 3.85%
$183.23 - $199.79 $322K - $351K
47.3K $8.76M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
1.9K
+ 17.88%
$50.81 - $51.59 $96.5K - $98K
12.5K $640K
HDB
Hdfc Bank LTD

Financial Services
905
+ 3.41%
$59.45 - $68.01 $53.8K - $61.5K
27.4K $1.75M
SPMD
Spdr Portfolio

ETFs
1.5K
+ 3.63%
$54.13 - $59.56 $81K - $89.1K
42.8K $2.34M
TS
Tenaris Sa

Energy
200
+ 1.64%
$31.3 - $39.08 $6.26K - $7.82K
12.4K $468K
Activity Summary
Buys All Purchases 171 New Holdings 11 Increased Positions 160 Sells All Sells 154 Reductions 154 Sold out 0 Options Calls 0 Puts 0
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