Naples Global Advisors, LLC Sells in Q2 2025

Naples Global Advisors, LLC

  • $1.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ALB
Albemarle Corp

Basic Materials
-15.5K
- 45.23%
$50.76 - $72.25 $788K - $1.12M
18.8K $1.18M
BMY
Bristol Myers Squibb CO

Healthcare
-1.33K
- 1.65%
$44.12 - $59.6 $58.7K - $79.3K
79.5K $3.68M
ABBV
Abb Vie Inc.

Healthcare
-369
- 0.77%
$170.16 - $206.27 $62.8K - $76.1K
47.3K $8.77M
WSO
Watsco Inc

Industrials
-10
- 0.06%
$421.84 - $520.66 $4.22K - $5.21K
15.9K $7.01M
CMCSA
Comcast Corp

Communication Services
-20.2K
- 53.42%
$32.84 - $36.72 $663K - $741K
17.6K $628K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-2.3K
- 7.68%
$67.83 - $92.33 $156K - $213K
27.7K $2.01M
UPS
United Parcel Service Inc

Industrials
-2.72K
- 5.46%
$91.92 - $110.2 $250K - $300K
47.2K $4.76M
CLX
Clorox CO

Consumer Defensive
-2.66K
- 20.62%
$118.01 - $148.69 $313K - $395K
10.2K $1.23M
SBUX
Starbucks Corp

Consumer Cyclical
-3.19K
- 5.67%
$79.69 - $99.41 $254K - $317K
53K $4.85M
MDT
Medtronic PLC

Healthcare
-5.04K
- 7.96%
$80.68 - $88.86 $407K - $448K
58.3K $5.08M
DLB
Dolby Laboratories, Inc.

Industrials
-3.84K
- 10.85%
$69.36 - $81.21 $266K - $311K
31.5K $2.34M
PKG
Packaging Corp Of America

Consumer Cyclical
-79
- 0.18%
$175.97 - $201.36 $13.9K - $15.9K
43K $8.1M
DOW
Dow Inc.

Basic Materials
-8.77K
- 39.64%
$25.81 - $34.89 $226K - $306K
13.4K $353K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-3.83K
- 31.14%
$53.23 - $70.65 $204K - $271K
8.48K $490K
PFE
Pfizer Inc

Healthcare
-9.96K
- 8.12%
$21.59 - $24.84 $215K - $247K
113K $2.73M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-8.65K
- 19.7%
$40.41 - $40.68 $350K - $352K
35.3K $1.43M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-33.2K
- 17.12%
$11.53 - $13.87 $383K - $460K
161K $2.23M
NEAR
Blackrock Short Maturity Bond

ETFs
-6.95K
- 19.45%
$50.41 - $51.17 $350K - $356K
28.8K $1.47M
DEO
Diageo PLC

Consumer Defensive
-2.11K
- 8.13%
$99.86 - $115.75 $211K - $244K
23.8K $2.4M
KMB
Kimberly Clark Corp

Consumer Defensive
-476
- 2.59%
$126.84 - $145.22 $60.4K - $69.1K
17.9K $2.31M
HUN
Huntsman Corp

Basic Materials
-2K
- 4.47%
$10.28 - $15.52 $20.5K - $31K
42.6K $443K
AZN
Astrazeneca PLC

Healthcare
-676
- 1.25%
$64.87 - $75.0 $43.9K - $50.7K
53.3K $3.72M
CCI
Crown Castle International Corp

Real Estate
-1.52K
- 3.68%
$94.83 - $107.06 $144K - $163K
39.8K $4.09M
CQP
Cheniere Energy Partners, L.P.

Energy
-200
- 0.99%
$54.61 - $68.04 $10.9K - $13.6K
20K $1.12M
SWKS
Skyworks Solutions, Inc.

Technology
-3.64K
- 50.06%
$49.2 - $74.95 $179K - $273K
3.63K $270K
FLNG
Flex Lng Ltd.

Energy
-4.48K
- 5.79%
$20.21 - $24.88 $90.5K - $111K
72.8K $1.6M
CHD
Church & Dwight CO Inc

Consumer Defensive
-10
- 0.09%
$91.57 - $110.76 $916 - $1.11K
10.6K $1.02M
ORI
Old Republic International Corp

Financial Services
-2.57K
- 5.49%
$35.25 - $39.79 $90.5K - $102K
44.2K $1.7M
CTO
Cto Realty Growth, Inc.

Real Estate
-1.23K
- 2.27%
$16.86 - $19.44 $20.7K - $23.8K
52.7K $909K
PRU
Prudential Financial Inc

Financial Services
-505
- 3.11%
$95.12 - $112.71 $48K - $56.9K
15.7K $1.69M
OKE
Oneok Inc

Energy
-633
- 18.73%
$78.71 - $100.37 $49.8K - $63.5K
2.75K $224K
DUK
Duke Energy Corp

Utilities
-76
- 0.31%
$112.46 - $124.05 $8.55K - $9.43K
24.7K $2.91M
SNY
Sanofi

Healthcare
-400
- 3.41%
$47.62 - $55.44 $19K - $22.2K
11.3K $547K
PNW
Pinnacle West Capital Corp

Utilities
-400
- 3.51%
$88.3 - $95.43 $35.3K - $38.2K
11K $982K
TECH
Bio Techne Corp

Healthcare
-100
- 0.76%
$46.66 - $58.38 $4.67K - $5.84K
13.1K $673K
EPD
Enterprise Products Partners L.P.

Energy
-1.43K
- 10.23%
$28.95 - $34.22 $41.3K - $48.8K
12.5K $387K
UNM
Unum Group

Financial Services
-768
- 2.16%
$70.48 - $82.91 $54.1K - $63.7K
34.8K $2.81M
K
Kellogg CO

Consumer Defensive
-550
- 3.98%
$77.85 - $82.88 $42.8K - $45.6K
13.3K $1.06M
EXPD
Expeditors International Of Washington Inc

Industrials
-45
- 0.35%
$102.84 - $122.24 $4.63K - $5.5K
12.7K $1.46M
SHYD
Vaneck Short High Yield Muni E

ETFs
-3.55K
- 8.88%
$21.84 - $22.79 $77.5K - $80.9K
36.5K $823K
INGR
Ingredion Inc

Consumer Defensive
-545
- 2.76%
$123.22 - $140.95 $67.2K - $76.8K
19.2K $2.6M
FDX
Fedex Corp

Industrials
-15
- 0.39%
$198.07 - $245.17 $2.97K - $3.68K
3.8K $864K
ELV
Elevance Health, Inc.

Healthcare
-60
- 6.38%
$372.27 - $452.69 $22.3K - $27.2K
881 $342K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-890
- 12.88%
N/A
6.02K $375K
VTR
Ventas, Inc.

Real Estate
-150
- 2.12%
$62.45 - $70.08 $9.37K - $10.5K
6.91K $436K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-2.59K
- 3.65%
$10.29 - $11.24 $26.7K - $29.1K
68.3K $745K
TIP
Ishares Tr Tips Bd ETF

ETFs
-362
- 7.54%
$107.93 - $110.97 $39.1K - $40.2K
4.44K $488K
ENB
Enbridge Inc

Energy
-1.25K
- 6.44%
$41.09 - $47.16 $51.2K - $58.8K
18.1K $819K
CVS
Cvs Health Corp

Healthcare
-694
- 7.96%
$60.04 - $70.18 $41.7K - $48.7K
8.03K $553K
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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