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
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.7K
+ 5.04%
$61.11 - $67.85 $165K - $183K
56.3K $3.82M
K
Kellogg CO

Consumer Defensive
375
+ 2.58%
$56.19 - $80.81 $21.1K - $30.3K
14.9K $1.21M
SWK
Stanley Black & Decker, Inc.

Industrials
272
+ 2.55%
$77.75 - $110.17 $21.1K - $30K
10.9K $1.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
59
+ 0.6%
$517.38 - $573.86 $30.5K - $33.9K
9.93K $5.7M
GII
Spdr S&P Global Infrasture ETF

ETFs
975
+ 2.63%
$54.45 - $61.92 $53.1K - $60.4K
38.1K $2.35M
TGT
Target Corp

Consumer Defensive
931
+ 4.33%
$133.47 - $159.25 $124K - $148K
22.4K $3.5M
AMD
Advanced Micro Devices Inc

Technology
1.46K
+ 3.77%
$128.67 - $183.96 $188K - $269K
40.2K $6.6M
LYB
Lyondell Basell Industries N.V.

Basic Materials
3.22K
+ 36.32%
$92.56 - $99.46 $298K - $320K
12.1K $1.16M
VGT
Vanguard Information Technolog

ETFs
288
+ 2.27%
$514.43 - $606.85 $148K - $175K
13K $7.62M
KIM
Kimco Realty Corp

Real Estate
1.46K
+ 2.2%
$19.24 - $24.06 $28.1K - $35.1K
67.7K $1.57M
DE
Deere & CO

Industrials
181
+ 3.93%
$344.84 - $418.0 $62.4K - $75.7K
4.79K $2M
A
Agilent Technologies, Inc.

Healthcare
50
+ 0.35%
$125.42 - $148.48 $6.27K - $7.42K
14.2K $2.11M
MCO
Moodys Corp

Financial Services
8
+ 0.16%
$421.49 - $494.67 $3.37K - $3.96K
5.05K $2.4M
NWE
Northwestern Corp

Utilities
1.63K
+ 6.75%
$48.68 - $57.27 $79.1K - $93.1K
25.7K $1.47M
LECO
Lincoln Electric Holdings Inc

Industrials
1.24K
+ 16.01%
$173.3 - $211.48 $214K - $261K
8.95K $1.72M
FDS
Factset Research Systems Inc

Financial Services
135
+ 3.49%
$397.04 - $469.48 $53.6K - $63.4K
4.01K $1.84M
KO
Coca Cola CO

Consumer Defensive
344
+ 1.3%
$62.69 - $73.01 $21.6K - $25.1K
26.7K $1.92M
RPM
Rpm International Inc

Basic Materials
280
+ 1.84%
$103.91 - $125.03 $29.1K - $35K
15.5K $1.87M
CUBE
Cube Smart

Real Estate
50
+ 0.19%
$43.74 - $54.55 $2.19K - $2.73K
26.3K $1.41M
XOM
Exxon Mobil Corp

Energy
550
+ 0.72%
$109.72 - $119.0 $60.3K - $65.5K
77.3K $9.06M
GLD
Spdr Gold Trust

ETFs
365
+ 7.51%
$215.56 - $246.98 $78.7K - $90.1K
5.22K $1.27M
DIS
Walt Disney CO

Communication Services
2.68K
+ 20.68%
$85.6 - $98.61 $229K - $264K
15.6K $1.5M
IXUS
Ishares Tr

ETFs
434
+ 1.19%
$64.9 - $73.35 $28.2K - $31.8K
37K $2.69M
UNP
Union Pacific Corp

Industrials
60
+ 0.63%
$221.78 - $256.09 $13.3K - $15.4K
9.66K $2.38M
PFE
Pfizer Inc

Healthcare
2.83K
+ 2.22%
$27.7 - $31.39 $78.4K - $88.8K
130K $3.76M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.35K
+ 3.79%
$41.02 - $46.01 $55.4K - $62.1K
37K $1.68M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.68K
+ 10.8%
$79.29 - $84.02 $133K - $141K
17.3K $1.45M
KMI
Kinder Morgan, Inc.

Energy
1.51K
+ 2.06%
$19.72 - $22.22 $29.8K - $33.6K
75K $1.66M
PLTR
Palantir Technologies Inc.

Technology
2K
+ 20.0%
$24.09 - $37.95 $48.2K - $75.9K
12K $446K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
404
+ 1.78%
$77.02 - $85.06 $31.1K - $34.4K
23K $1.95M
UPS
United Parcel Service Inc

Industrials
1.51K
+ 3.34%
$123.32 - $147.38 $186K - $222K
46.6K $6.35M
GPC
Genuine Parts CO

Consumer Cyclical
1.17K
+ 9.24%
$131.04 - $147.11 $153K - $171K
13.8K $1.92M
SPMD
Spdr Portfolio

ETFs
730
+ 1.8%
$50.29 - $54.92 $36.7K - $40.1K
41.3K $2.26M
HDB
Hdfc Bank LTD

Financial Services
3.47K
+ 15.06%
$58.04 - $66.97 $201K - $232K
26.5K $1.66M
NOC
Northrop Grumman Corp

Industrials
200
+ 26.46%
$423.73 - $533.14 $84.7K - $107K
956 $504K
LHX
L3 Harris Technologies, Inc.

Industrials
311
+ 4.34%
$221.96 - $243.27 $69K - $75.7K
7.48K $1.78M
BR
Broadridge Financial Solutions, Inc.

Technology
70
+ 0.81%
$196.56 - $218.55 $13.8K - $15.3K
8.69K $1.87M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.95K
+ 9.42%
$56.04 - $62.99 $109K - $123K
22.6K $1.38M
TS
Tenaris Sa

Energy
4.56K
+ 59.72%
$27.63 - $32.0 $126K - $146K
12.2K $387K
QQQ
Invesco Qqq Trust, Series 1

ETFs
258
+ 8.18%
$434.77 - $502.96 $112K - $130K
3.41K $1.66M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
631
+ 12.92%
$144.27 - $157.55 $91K - $99.4K
5.52K $869K
EFA
Ishares Tr Msci Eafe ETF

ETFs
151
+ 0.59%
$75.32 - $84.37 $11.4K - $12.7K
25.9K $2.17M
ALCO
Alico, Inc.

Consumer Defensive
1.1K
+ 1.93%
$24.96 - $29.98 $27.5K - $33K
58.2K $1.63M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
655
+ 8.69%
$112.99 - $126.45 $74K - $82.8K
8.2K $1.03M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.32K
+ 14.82%
$51.02 - $52.74 $118K - $122K
18K $946K
MA
Mastercard Inc

Financial Services
81
+ 4.23%
$429.6 - $500.99 $34.8K - $40.6K
2K $986K
CSX
Csx Corp

Industrials
796
+ 0.83%
$32.48 - $35.45 $25.9K - $28.2K
96.1K $3.32M
HII
Huntington Ingalls Industries, Inc.

Industrials
2
+ 0.03%
$241.93 - $282.86 $484 - $566
7.05K $1.86M
BAC
Bank Of America Corp

Financial Services
3.22K
+ 15.67%
$36.65 - $44.13 $118K - $142K
23.8K $943K
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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