Naples Global Advisors, LLC Incresed Positions in Q1 2025

Naples Global Advisors, LLC

  • $1.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
40.3K
+ 4.61%
$18.36 - $20.51 $741K - $827K
915K $18.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
19.3K
+ 46.45%
$95.85 - $99.25 $1.85M - $1.92M
61K $6.02M
META
Meta Platforms, Inc.

Communication Services
2.12K
+ 26.4%
$576.36 - $736.67 $1.22M - $1.56M
10.2K $5.86M
JNJ
Johnson & Johnson

Healthcare
689
+ 1.5%
$142.06 - $167.7 $97.9K - $116K
46.8K $7.75M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
560
+ 2.68%
$80.53 - $147.57 $45.1K - $82.6K
21.4K $2.83M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
16.4K
+ 4.09%
$25.81 - $28.52 $424K - $468K
418K $11.5M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
14.6K
+ 17.53%
$50.82 - $52.7 $742K - $770K
97.9K $5.13M
IGF
Ishares Global Infrastructure

ETFs
8.41K
+ 5.7%
$51.96 - $54.84 $437K - $461K
156K $8.49M
CVX
Chevron Corp

Energy
586
+ 2.08%
$146.71 - $167.97 $86K - $98.4K
28.8K $4.81M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
15.9K
+ 18.03%
$64.88 - $72.1 $1.03M - $1.15M
104K $6.81M
UNH
Unitedhealth Group Inc

Healthcare
857
+ 5.92%
$461.52 - $548.18 $396K - $470K
15.3K $8.03M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
43.2K
+ 11.21%
$19.04 - $20.15 $823K - $871K
429K $8.21M
LLY
Eli Lilly & CO

Healthcare
16
+ 0.13%
$725.72 - $929.72 $11.6K - $14.9K
12.4K $10.2M
CCI
Crown Castle International Corp

Real Estate
972
+ 2.41%
$84.33 - $106.39 $82K - $103K
41.3K $4.3M
ABT
Abbott Laboratories

Healthcare
420
+ 1.47%
$111.1 - $140.22 $46.7K - $58.9K
29.1K $3.86M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
6.72K
+ 20.33%
$73.78 - $76.59 $496K - $515K
39.8K $3.04M
IBM
International Business Machines Corp

Technology
361
+ 2.18%
$217.4 - $264.74 $78.5K - $95.6K
16.9K $4.21M
VEA
Vanguard Ftse Developed Market

ETFs
4.15K
+ 4.13%
$47.4 - $52.99 $197K - $220K
104K $5.35M
HII
Huntington Ingalls Industries, Inc.

Industrials
1.78K
+ 22.6%
$159.75 - $208.61 $285K - $372K
9.66K $1.97M
WM
Waste Management Inc

Industrials
190
+ 1.33%
$200.54 - $233.78 $38.1K - $44.4K
14.5K $3.36M
REET
Ishares Global Reit ETF

ETFs
17K
+ 6.82%
$23.24 - $25.16 $396K - $428K
267K $6.43M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.07K
+ 4.37%
$182.82 - $196.21 $378K - $406K
49.4K $9.2M
OMAB
Central North Airport Group

Industrials
3.31K
+ 18.68%
$69.07 - $83.17 $229K - $275K
21K $1.65M
HESM
Hess Midstream LP

Energy
1.05K
+ 1.64%
$37.59 - $43.88 $39.5K - $46.1K
65.2K $2.77M
BMY
Bristol Myers Squibb CO

Healthcare
334
+ 0.41%
$53.9 - $63.11 $18K - $21.1K
80.8K $4.93M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
6.67K
+ 22.99%
$54.25 - $57.64 $362K - $384K
35.7K $1.97M
ADP
Automatic Data Processing Inc

Industrials
973
+ 27.56%
$286.85 - $318.64 $279K - $310K
4.5K $1.38M
MU
Micron Technology Inc

Technology
2.63K
+ 6.85%
$86.89 - $109.38 $228K - $287K
40.9K $3.56M
MBB
Ishares Tr

ETFs
3.2K
+ 20.71%
$90.37 - $94.08 $289K - $301K
18.6K $1.75M
TSN
Tyson Foods, Inc.

Consumer Defensive
2.98K
+ 15.04%
$54.27 - $63.81 $162K - $190K
22.8K $1.45M
PG
Procter & Gamble CO

Consumer Defensive
1.02K
+ 2.32%
$158.56 - $176.26 $161K - $179K
44.9K $7.65M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
6.33K
+ 70.4%
$46.77 - $52.97 $296K - $335K
15.3K $729K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.04K
+ 21.61%
$51.52 - $52.37 $260K - $264K
28.4K $1.48M
SUB
Ishares Short Term National Mu

ETFs
2.58K
+ 10.95%
$105.3 - $106.24 $271K - $274K
26.1K $2.75M
DCI
Donaldson CO Inc

Industrials
3.78K
+ 25.09%
$66.51 - $72.28 $251K - $273K
18.8K $1.26M
RIO
Rio Tinto PLC

Basic Materials
1.4K
+ 1.4%
$58.19 - $64.29 $81.5K - $90K
101K $6.1M
PSA
Public Storage

Real Estate
695
+ 38.76%
$288.99 - $313.98 $201K - $218K
2.49K $744K
ALCO
Alico, Inc.

Consumer Defensive
75
+ 0.14%
$25.9 - $32.8 $1.94K - $2.46K
54.5K $1.6M
PNW
Pinnacle West Capital Corp

Utilities
825
+ 7.81%
$81.76 - $95.25 $67.5K - $78.6K
11.4K $1.08M
DGX
Quest Diagnostics Inc

Healthcare
1.3K
+ 16.24%
N/A
9.31K $1.28M
HDB
Hdfc Bank LTD

Financial Services
1.48K
+ 5.38%
$58.06 - $66.85 $85.6K - $98.6K
28.9K $1.92M
FLNG
Flex Lng Ltd.

Energy
7.02K
+ 9.99%
$21.46 - $26.35 $151K - $185K
77.3K $1.78M
PM
Philip Morris International Inc.

Consumer Defensive
61
+ 1.52%
$117.15 - $158.79 $7.15K - $9.69K
4.07K $645K
GII
Spdr S&P Global Infrasture ETF

ETFs
850
+ 2.2%
$58.92 - $62.25 $50.1K - $52.9K
39.5K $2.44M
COP
Conocophillips

Energy
565
+ 3.55%
$88.6 - $105.85 $50.1K - $59.8K
16.5K $1.73M
O
Realty Income Corp

Real Estate
1.14K
+ 6.22%
$51.67 - $58.49 $58.9K - $66.7K
19.5K $1.13M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
536
+ 0.57%
$42.5 - $46.71 $22.8K - $25K
94K $4.26M
NWE
Northwestern Corp

Utilities
910
+ 3.38%
$51.11 - $57.87 $46.5K - $52.7K
27.8K $1.58M
EXPD
Expeditors International Of Washington Inc

Industrials
150
+ 1.19%
$109.09 - $126.48 $16.4K - $19K
12.8K $1.54M
Activity Summary
Buys All Purchases 162 New Holdings 9 Increased Positions 153 Sells All Sells 166 Reductions 166 Sold out 0 Options Calls 0 Puts 0
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