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
CCU
United Breweries CO Inc

Consumer Defensive
1K
+ 3.31%
$11.22 - $15.62 $11.2K - $15.6K
31.2K $477K
CME
Cme Group Inc.

Financial Services
185
+ 7.25%
$225.82 - $266.54 $41.8K - $49.3K
2.74K $725K
QCOM
Qualcomm Inc

Technology
865
+ 2.35%
$151.94 - $175.86 $131K - $152K
37.6K $5.78M
WSBC
Wesbanco Inc

Financial Services
4.55K
+ 72.02%
$30.36 - $37.08 $138K - $169K
10.9K $335K
AVA
Avista Corp

Utilities
450
+ 1.9%
$35.2 - $41.87 $15.8K - $18.8K
24.1K $990K
LYB
Lyondell Basell Industries N.V.

Basic Materials
2.2K
+ 21.72%
$69.82 - $78.67 $153K - $173K
12.3K $866K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.31K
+ 4.86%
$27.01 - $28.54 $89.5K - $94.6K
71.5K $1.97M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2.62K
+ 9.59%
$92.51 - $102.81 $243K - $270K
30K $2.77M
SJM
J M Smucker CO

Consumer Defensive
200
+ 2.26%
$100.41 - $118.41 $20.1K - $23.7K
9.06K $1.07M
SAFT
Safety Insurance Group Inc

Financial Services
1.9K
+ 10.94%
$75.27 - $82.53 $143K - $157K
19.3K $1.53M
VZ
Verizon Communications Inc

Communication Services
1.02K
+ 12.52%
$37.81 - $46.49 $38.7K - $47.6K
9.21K $417K
TXN
Texas Instruments Inc

Technology
455
+ 1.73%
N/A
26.8K $5.21M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
3.52K
+ 12.48%
$20.1 - $20.8 $70.7K - $73.1K
31.7K $657K
NEE
Nextera Energy Inc

Utilities
2.15K
+ 2.32%
$66.96 - $76.16 $144K - $164K
94.8K $6.72M
CARR
Carrier Global Corp

Industrials
1.68K
+ 26.31%
$62.07 - $70.55 $104K - $119K
8.07K $511K
HUN
Huntsman Corp

Basic Materials
8.97K
+ 25.19%
$15.79 - $18.04 $142K - $162K
44.6K $703K
PEP
Pepsico Inc

Consumer Defensive
747
+ 3.0%
$142.64 - $156.42 $107K - $117K
25.7K $3.85M
STAG
Stag Industrial, Inc.

Real Estate
500
+ 3.42%
$32.39 - $37.07 $16.2K - $18.5K
15.1K $545K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
300
+ 3.58%
$110.75 - $119.78 $33.2K - $35.9K
8.67K $1.01M
T
At&T Inc.

Communication Services
37
+ 0.42%
$21.56 - $28.28 $798 - $1.05K
8.92K $252K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
760
+ 4.97%
$59.78 - $60.03 $45.4K - $45.6K
16.1K $964K
IEFA
Ishares Tr

ETFs
28
+ 0.39%
$69.57 - $78.65 $1.95K - $2.2K
7.24K $553K
MUB
Ishares National Muni Bond ETF

ETFs
1.06K
+ 2.16%
$104.71 - $107.69 $111K - $114K
50.2K $5.28M
ENB
Enbridge Inc

Energy
200
+ 1.05%
$41.54 - $45.45 $8.31K - $9.09K
19.3K $856K
ARCC
Ares Capital Corp

Financial Services
1.2K
+ 2.02%
$21.28 - $23.81 $25.5K - $28.6K
60.6K $1.34M
LECO
Lincoln Electric Holdings Inc

Industrials
135
+ 1.46%
$180.51 - $216.81 $24.4K - $29.3K
9.37K $1.77M
IAU
Ishares Gold Trust

ETFs
13
+ 0.31%
$49.74 - $58.96 $647 - $766
4.15K $244K
PAA
Plains All American Pipeline LP

Energy
150
+ 1.36%
$17.32 - $20.96 $2.6K - $3.14K
11.2K $223K
LANC
Lancaster Colony Corp

Consumer Defensive
175
+ 6.97%
$166.07 - $196.44 $29.1K - $34.4K
2.69K $469K
MS
Morgan Stanley

Financial Services
414
+ 23.88%
$111.68 - $141.08 $46.2K - $58.4K
2.15K $250K
ADM
Archer Daniels Midland CO

Consumer Defensive
1.54K
+ 8.52%
$45.22 - $52.17 $69.7K - $80.4K
19.6K $942K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
995
+ 6.52%
$22.61 - $23.14 $22.5K - $23K
16.2K $375K
PSX
Phillips 66

Energy
2
+ 0.09%
$113.93 - $131.55 $228 - $263
2.12K $261K
GD
General Dynamics Corp

Industrials
29
+ 2.32%
$241.94 - $272.58 $7.02K - $7.9K
1.28K $348K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
800
+ 2.12%
$49.25 - $50.66 $39.4K - $40.5K
38.6K $1.91M
PFE
Pfizer Inc

Healthcare
5.96K
+ 5.11%
$25.01 - $27.13 $149K - $162K
123K $3.11M
IX
Orix Corp

Financial Services
73.7K
+ 411.17%
$20.44 - $107.42 $1.51M - $7.91M
91.6K $1.91M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
350
+ 2.79%
$50.21 - $51.23 $17.6K - $17.9K
12.9K $649K
VONV
Vanguard Russell 1000 Value Et

ETFs
90
+ 2.48%
$80.21 - $86.14 $7.22K - $7.75K
3.71K $303K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
75
+ 1.33%
$50.87 - $51.09 $3.82K - $3.83K
5.71K $291K
DIS
Walt Disney CO

Communication Services
2.2K
+ 12.98%
$96.87 - $114.0 $214K - $251K
19.2K $1.89M
First Tr Exchange Traded Fd
1K
+ 2.19%
N/A
46.6K $0
Viper Energy Inc
465
+ 6.47%
N/A
7.66K $0
Doubleline ETF Trust
6.9K
+ 71.38%
N/A
16.6K $0
Te Connectivity PLC
1.5K
+ 10.67%
N/A
15.6K $0
SIMO
Silicon Motion Technology Corp

Technology
1.34K
+ 6.44%
$49.58 - $59.71 $66.2K - $79.7K
22.1K $1.12M
SWK
Stanley Black & Decker, Inc.

Industrials
463
+ 4.32%
$76.43 - $90.41 $35.4K - $41.9K
11.2K $860K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
150
+ 1.04%
$20.7 - $21.15 $3.11K - $3.17K
14.6K $303K
VO
Vanguard Mid Cap ETF

ETFs
34
+ 2.09%
$251.87 - $277.95 $8.56K - $9.45K
1.66K $426K
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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