Naples Global Advisors, LLC Reduced Holdings in Q1 2025

Naples Global Advisors, LLC

  • $1.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Lam Research Corp
-422
- 0.52%
N/A
80.4K $0
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-2.57K
- 12.02%
$17.15 - $21.07 $44K - $54K
18.8K $372K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-400
- 4.52%
$33.84 - $37.77 $13.5K - $15.1K
8.46K $310K
SYK
Stryker Corp

Healthcare
-25
- 1.59%
$355.18 - $399.9 $8.88K - $10K
1.54K $574K
APD
Air Products & Chemicals, Inc.

Basic Materials
-167
- 1.36%
$283.24 - $338.07 $47.3K - $56.5K
12.1K $3.57M
VEU
Vanguard Ftse All World Ex Us

ETFs
-40
- 1.07%
$56.51 - $62.98 $2.26K - $2.52K
3.69K $224K
CVS
Cvs Health Corp

Healthcare
-4.17K
- 32.37%
$44.22 - $68.64 $185K - $286K
8.72K $590K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-82
- 0.42%
$77.7 - $78.94 $6.37K - $6.47K
19.5K $1.54M
HDV
Ishares Core High Dividend ETF

ETFs
-100
- 2.64%
$110.86 - $121.12 $11.1K - $12.1K
3.69K $440K
LOGI
Logitech International S.A.

Technology
-100
- 0.88%
$81.64 - $105.06 $8.16K - $10.5K
11.3K $956K
FAST
Fastenal CO

Industrials
-530
- 4.93%
$71.11 - $79.98 $37.7K - $42.4K
10.2K $792K
GPC
Genuine Parts CO

Consumer Cyclical
-200
- 1.08%
$115.91 - $129.02 $23.2K - $25.8K
18.3K $2.18M
PAC
Pacific Airport Group

Industrials
-180
- 3.32%
$178.82 - $203.81 $32.2K - $36.7K
5.24K $971K
MA
Mastercard Inc

Financial Services
-32
- 1.58%
$504.67 - $576.31 $16.1K - $18.4K
1.99K $1.09M
MLPA
Global X Mlp ETF

ETFs
-232
- 2.31%
$49.83 - $54.53 $11.6K - $12.7K
9.81K $524K
VTR
Ventas, Inc.

Real Estate
-600
- 7.83%
$56.9 - $70.47 $34.1K - $42.3K
7.06K $485K
EVRG
Evergy, Inc.

Utilities
-99
- 1.76%
$59.9 - $69.52 $5.93K - $6.88K
5.51K $380K
XLE
Energy Sector Spdr

ETFs
-25
- 0.42%
$85.7 - $93.96 $2.14K - $2.35K
5.95K $549K
CHD
Church & Dwight CO Inc

Consumer Defensive
-100
- 0.94%
$101.42 - $113.2 $10.1K - $11.3K
10.6K $1.17M
DLB
Dolby Laboratories, Inc.

Industrials
-400
- 1.12%
$76.37 - $87.32 $30.5K - $34.9K
35.3K $2.84M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-1.41K
- 3.5%
$59.6 - $67.2 $83.9K - $94.6K
38.8K $2.48M
BR
Broadridge Financial Solutions, Inc.

Technology
-345
- 3.97%
$221.46 - $244.83 $76.4K - $84.5K
8.34K $2.02M
SNY
Sanofi

Healthcare
-511
- 4.17%
$48.15 - $59.42 $24.6K - $30.4K
11.7K $650K
KMI
Kinder Morgan, Inc.

Energy
-625
- 0.83%
$26.1 - $31.22 $16.3K - $19.5K
74.5K $2.13M
WRB
Berkley W R Corp

Financial Services
-250
- 3.66%
$56.7 - $71.27 $14.2K - $17.8K
6.59K $468K
UNP
Union Pacific Corp

Industrials
-40
- 0.41%
$225.21 - $254.42 $9.01K - $10.2K
9.77K $2.31M
COST
Costco Wholesale Corp

Consumer Defensive
-2
- 0.08%
$890.62 - $1076.86 $1.78K - $2.15K
2.5K $2.36M
AMT
American Tower Corp

Real Estate
-30
- 1.13%
$173.46 - $217.6 $5.2K - $6.53K
2.61K $568K
AFL
Aflac Inc

Financial Services
-307
- 1.8%
$100.99 - $111.19 $31K - $34.1K
16.8K $1.86M
UL
Unilever PLC

Consumer Defensive
-755
- 1.49%
$54.72 - $60.29 $41.3K - $45.5K
49.9K $2.97M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-350
- 2.55%
$73.71 - $87.55 $25.8K - $30.6K
13.4K $1.17M
UGI
Ugi Corp

Utilities
-442
- 1.63%
$28.0 - $34.16 $12.4K - $15.1K
26.6K $880K
KMB
Kimberly Clark Corp

Consumer Defensive
-622
- 3.28%
$124.46 - $147.4 $77.4K - $91.7K
18.4K $2.61M
TRV
Travelers Companies, Inc.

Financial Services
-215
- 2.69%
$232.43 - $265.13 $50K - $57K
7.78K $2.06M
V
Visa Inc.

Financial Services
-231
- 3.6%
$306.92 - $362.71 $70.9K - $83.8K
6.18K $2.17M
ORI
Old Republic International Corp

Financial Services
-18
- 0.04%
$33.46 - $39.22 $602 - $706
46.8K $1.84M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-84
- 0.18%
$42.3 - $53.69 $3.55K - $4.51K
45.6K $2.38M
CAH
Cardinal Health Inc

Healthcare
-200
- 1.93%
$118.02 - $137.77 $23.6K - $27.6K
10.2K $1.4M
JPM
Jpmorgan Chase & CO

Financial Services
-791
- 1.19%
$225.19 - $279.95 $178K - $221K
65.9K $16.2M
KO
Coca Cola CO

Consumer Defensive
-877
- 3.24%
$60.81 - $72.32 $53.3K - $63.4K
26.2K $1.87M
CB
Chubb LTD

Financial Services
-29
- 0.37%
$257.71 - $301.99 $7.47K - $8.76K
7.79K $2.35M
LNC
Lincoln National Corp

Financial Services
-1.6K
- 2.57%
$30.06 - $39.23 $48.2K - $62.9K
60.7K $2.18M
DE
Deere & CO

Industrials
-20
- 0.42%
$408.57 - $509.27 $8.17K - $10.2K
4.77K $2.24M
MMM
3 M CO

Industrials
-213
- 1.45%
$129.7 - $155.12 $27.6K - $33K
14.4K $2.12M
KR
Kroger CO

Consumer Defensive
-73
- 0.19%
$58.36 - $67.72 $4.26K - $4.94K
37.8K $2.56M
UNM
Unum Group

Financial Services
-548
- 1.52%
$71.8 - $83.34 $39.3K - $45.7K
35.5K $2.89M
ICE
Intercontinental Exchange, Inc.

Financial Services
-555
- 3.65%
$142.8 - $176.36 $79.3K - $97.9K
14.6K $2.53M
SBUX
Starbucks Corp

Consumer Cyclical
-1.04K
- 1.82%
$91.75 - $115.81 $95.7K - $121K
56.2K $5.49M
DUK
Duke Energy Corp

Utilities
-705
- 2.77%
$105.87 - $121.97 $74.6K - $86K
24.8K $3.02M
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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