Naples Global Advisors, LLC New Holdings in Q3 2024

Naples Global Advisors, LLC

  • $1.06 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PH
Parker Hannifin Corp

Industrials
2.25K
New
$501.01 - $635.92 $1.13M - $1.43M
2.25K $1.42M
DCI
Donaldson CO Inc

Industrials
7.51K
New
$69.34 - $74.86 $521K - $562K
7.51K $553K
FMNY
First Tr Exch Trad Fd Iii New
16.2K
New
$26.63 - $27.39 $431K - $444K
16.2K $442K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
17.3K
New
$17.09 - $20.23 $296K - $350K
17.3K $328K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
11.5K
New
$22.51 - $23.57 $258K - $270K
11.5K $269K
CNS
Cohen & Steers, Inc.

Financial Services
2.61K
New
$70.88 - $97.15 $185K - $254K
2.61K $250K
XLY
Select Sector Spdr Consumer Di

ETFs
1.19K
New
$170.05 - $200.86 $203K - $239K
1.19K $238K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
11.1K
New
$18.31 - $20.21 $203K - $224K
11.1K $223K
EQIX
Equinix Inc

Real Estate
250
New
$749.0 - $890.01 $187K - $223K
250 $221K
UBSI
United Bankshares Inc

Financial Services
5.9K
New
$31.56 - $39.32 $186K - $232K
5.9K $218K
ZTS
Zoetis Inc.

Healthcare
1.11K
New
$172.58 - $196.48 $191K - $217K
1.11K $215K
EEMV
Ishares Msci Emerging Markets

ETFs
3.38K
New
$56.77 - $63.31 $192K - $214K
3.38K $211K
FE
Firstenergy Corp

Utilities
4.75K
New
$38.25 - $44.54 $182K - $212K
4.75K $210K
MIDD
Middleby Corp

Industrials
1.5K
New
$119.13 - $144.82 $179K - $217K
1.5K $208K
VTV
Vanguard Value ETF

ETFs
1.2K
New
$159.75 - $174.57 $191K - $209K
1.2K $208K
IAU
Ishares Gold Trust

ETFs
4.14K
New
$44.06 - $50.5 $182K - $209K
4.14K $205K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.1K
New
$156.14 - $187.2 $171K - $205K
1.1K $202K
Te Connectivity PLC
13.5K
New
N/A
13.5K $0
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
Track This Portfolio

Track Naples Global Advisors, LLC Portfolio

Follow Naples Global Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Naples Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Naples Global Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email