Naples Global Advisors, LLC Incresed Positions in Q3 2024

Naples Global Advisors, LLC

  • $1.06 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
13.5K
+ 76.75%
$148.65 - $191.18 $2.01M - $2.58M
31.1K $5.16M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
17K
+ 82.74%
$96.25 - $101.98 $1.63M - $1.73M
37.5K $3.79M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
17.4K
+ 4.36%
$36.98 - $41.55 $645K - $724K
417K $17.1M
GLW
Corning Inc

Technology
2.31K
+ 0.98%
$37.76 - $46.2 $87.3K - $107K
238K $10.8M
ACN
Accenture PLC

Technology
698
+ 2.61%
$295.44 - $355.81 $206K - $248K
27.4K $9.69M
ORCL
Oracle Corp

Technology
89
+ 0.17%
$125.9 - $170.35 $11.2K - $15.2K
52.3K $8.9M
IVV
Ishares Core S&P 500 ETF

ETFs
677
+ 1.93%
$520.18 - $576.82 $352K - $391K
35.8K $20.6M
NEE
Nextera Energy Inc

Utilities
2.26K
+ 2.54%
$69.9 - $84.97 $158K - $192K
91.3K $7.72M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
757
+ 2.06%
$475.2 - $527.7 $360K - $399K
37.5K $19.8M
BLK
Black Rock Inc.

Financial Services
35
+ 0.44%
$782.27 - $949.51 $27.4K - $33.2K
7.94K $7.53M
AVGO
Broadcom Inc.

Technology
122K
+ 883.0%
$136.27 - $1745.86 $16.6M - $213M
136K $23.4M
SBUX
Starbucks Corp

Consumer Cyclical
1.17K
+ 2.04%
$72.51 - $98.6 $85.1K - $116K
58.7K $5.73M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
20K
+ 39.14%
$50.85 - $53.88 $1.02M - $1.08M
71K $3.81M
IGF
Ishares Global Infrastructure

ETFs
5.62K
+ 4.16%
$47.97 - $54.56 $270K - $307K
141K $7.66M
REET
Ishares Global Reit ETF

ETFs
15.2K
+ 6.89%
$23.07 - $27.17 $351K - $413K
236K $6.3M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
38.6K
+ 12.59%
$19.48 - $20.97 $752K - $810K
345K $7.17M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.34K
+ 5.4%
$173.36 - $189.8 $405K - $443K
45.5K $8.64M
CRM
Salesforce, Inc.

Technology
3.56K
+ 50.56%
$238.42 - $276.53 $848K - $983K
10.6K $2.9M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
4.7K
+ 30.73%
$72.18 - $107.33 $339K - $504K
20K $2.12M
PAYX
Paychex Inc

Industrials
880
+ 1.53%
$116.17 - $135.19 $102K - $119K
58.3K $7.82M
META
Meta Platforms, Inc.

Communication Services
933
+ 14.15%
$453.41 - $572.44 $423K - $534K
7.53K $4.31M
CCI
Crown Castle International Corp

Real Estate
973
+ 2.42%
$95.29 - $120.24 $92.7K - $117K
41.1K $4.88M
SAP
Sap Se

Technology
25
+ 0.07%
$197.21 - $231.0 $4.93K - $5.78K
33.8K $7.74M
CSCO
Cisco Systems, Inc.

Technology
1.9K
+ 1.33%
$44.74 - $53.22 $84.9K - $101K
144K $7.68M
JNJ
Johnson & Johnson

Healthcare
893
+ 2.0%
$145.48 - $167.38 $130K - $149K
45.5K $7.38M
IBM
International Business Machines Corp

Technology
241
+ 1.49%
$175.1 - $223.38 $42.2K - $53.8K
16.4K $3.63M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
5.09K
+ 11.98%
$29.24 - $45.37 $149K - $231K
47.6K $2.14M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.41K
+ 5.09%
$105.53 - $118.34 $254K - $285K
49.7K $5.81M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
870
+ 0.52%
$57.32 - $62.65 $49.9K - $54.5K
168K $10.5M
DEO
Diageo PLC

Consumer Defensive
2.8K
+ 14.12%
$120.02 - $140.77 $335K - $393K
22.6K $3.17M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
12.3K
+ 162.7%
$53.01 - $82.74 $653K - $1.02M
19.9K $1.29M
RIO
Rio Tinto PLC

Basic Materials
2.18K
+ 2.3%
$59.71 - $71.21 $130K - $155K
96.6K $6.88M
MUB
Ishares National Muni Bond ETF

ETFs
5.07K
+ 13.84%
$106.13 - $108.7 $538K - $551K
41.7K $4.53M
USB
Us Bancorp \De\

Financial Services
4.63K
+ 7.08%
$39.04 - $47.23 $181K - $218K
70K $3.2M
EMR
Emerson Electric CO

Industrials
5.51K
+ 20.35%
$98.19 - $118.87 $541K - $655K
32.6K $3.56M
JPM
Jpmorgan Chase & CO

Financial Services
11
+ 0.02%
$194.9 - $224.8 $2.14K - $2.47K
67.1K $14.1M
BWXT
Bwx Technologies, Inc.

Industrials
855
+ 2.6%
$92.38 - $108.7 $79K - $92.9K
33.7K $3.67M
APD
Air Products & Chemicals, Inc.

Basic Materials
197
+ 1.63%
$247.34 - $300.11 $48.7K - $59.1K
12.3K $3.66M
VEA
Vanguard Ftse Developed Market

ETFs
4.07K
+ 4.42%
$47.6 - $53.31 $194K - $217K
96.2K $5.08M
CTVA
Corteva, Inc.

Basic Materials
1.59K
+ 1.78%
$50.72 - $58.78 $80.7K - $93.5K
90.7K $5.33M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.14K
+ 6.09%
$60.84 - $67.51 $252K - $279K
72K $4.86M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
3.99K
+ 17.07%
$111.59 - $129.08 $445K - $515K
27.3K $3.25M
MMM
3 M CO

Industrials
66
+ 0.45%
$99.69 - $139.42 $6.58K - $9.2K
14.7K $2.01M
LOW
Lowes Companies Inc

Consumer Cyclical
210
+ 2.48%
$213.3 - $270.78 $44.8K - $56.9K
8.66K $2.35M
ABT
Abbott Laboratories

Healthcare
1.54K
+ 5.8%
$100.07 - $118.13 $154K - $181K
28K $3.19M
ITOT
Ishares Core S&P Total U.S. St

ETFs
108
+ 0.17%
$113.41 - $125.62 $12.2K - $13.6K
62.4K $7.84M
DUK
Duke Energy Corp

Utilities
397
+ 1.58%
$99.35 - $117.71 $39.4K - $46.7K
25.6K $2.95M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
638
+ 0.67%
$41.9 - $48.26 $26.7K - $30.8K
96.2K $4.6M
CAG
Conagra Brands Inc.

Consumer Defensive
1.95K
+ 2.47%
$28.13 - $32.83 $54.8K - $64K
80.8K $2.63M
Activity Summary
Buys All Purchases 181 New Holdings 19 Increased Positions 162 Sells All Sells 160 Reductions 160 Sold out 0 Options Calls 0 Puts 0
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