Naples Global Advisors, LLC New Holdings in Q2 2025

Naples Global Advisors, LLC

  • $1.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ASML
Asml Holding Nv

Technology
2.87K
New
$595.37 - $815.24 $1.71M - $2.34M
2.87K $2.3M
DVY
Ishares Tr

ETFs
5K
New
$118.37 - $134.86 $592K - $675K
5K $664K
OTEX
Open Text Corp

Technology
22.5K
New
$23.04 - $29.2 $517K - $656K
22.5K $655K
EMRAF
Emera Inc

Utilities
10.1K
New
$40.76 - $45.86 $410K - $462K
10.1K $461K
GS
Goldman Sachs Group Inc

Financial Services
562
New
$462.22 - $707.75 $260K - $398K
562 $397K
WFC
Wells Fargo & Company

Financial Services
4.56K
New
$60.98 - $80.12 $278K - $366K
4.56K $365K
IWP
Ishares Russell Mid Cap Growth

ETFs
2.41K
New
$104.34 - $138.68 $252K - $335K
2.41K $334K
ESP
Espey Mfg & Electronics Corp

Industrials
6.23K
New
$25.0 - $46.22 $156K - $288K
6.23K $284K
DHR
Danaher Corp

Healthcare
1.36K
New
$174.64 - $205.16 $238K - $280K
1.36K $269K
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.42K
New
$22.27 - $29.21 $188K - $246K
8.42K $246K
PANW
Palo Alto Networks Inc

Technology
1.16K
New
$152.44 - $204.64 $177K - $238K
1.16K $237K
CRWD
Crowd Strike Holdings, Inc.

Technology
463
New
$321.63 - $509.31 $149K - $236K
463 $235K
ZTS
Zoetis Inc.

Healthcare
1.46K
New
$144.41 - $170.3 $210K - $248K
1.46K $227K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1K
New
$171.4 - $227.1 $171K - $227K
1K $227K
AVEM
American Centy ETF Tr Avantis

ETFs
3.23K
New
$53.08 - $68.54 $171K - $221K
3.23K $221K
XLK
Technology Sector Spdr

ETFs
849
New
$179.73 - $253.23 $153K - $215K
849 $214K
IYT
Ishares Tr U.S. Transportation

ETFs
3.12K
New
$55.22 - $68.54 $172K - $214K
3.12K $213K
SNPS
Synopsys Inc

Technology
415
New
$380.9 - $517.66 $158K - $215K
415 $212K
MSTR
Microstrategy Inc

Technology
520
New
$237.95 - $421.61 $124K - $219K
520 $210K
FE
Firstenergy Corp

Utilities
5.17K
New
$38.31 - $43.17 $198K - $223K
5.17K $208K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.09K
New
$149.76 - $186.42 $163K - $203K
1.09K $202K
Activity Summary
Buys All Purchases 210 New Holdings 22 Increased Positions 188 Sells All Sells 143 Reductions 143 Sold out 0 Options Calls 0 Puts 0
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