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
HOMB
Home Bancshares Inc

Financial Services
-1.76K
- 4.15%
$25.05 - $29.62 $44.1K - $52.1K
40.6K $1.16M
MLPA
Global X Mlp ETF

ETFs
-75
- 0.76%
$46.47 - $54.16 $3.49K - $4.06K
9.73K $488K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-1.3K
- 5.62%
$35.3 - $37.51 $45.9K - $48.7K
21.8K $818K
REG
Regency Centers Corp

Real Estate
-86
- 0.89%
$65.48 - $74.74 $5.63K - $6.43K
9.55K $680K
FHN
First Horizon Corp

Financial Services
-3.22K
- 14.17%
$16.21 - $21.2 $52.1K - $68.2K
19.5K $412K
FIBK
First Interstate Bancsystem Inc

Financial Services
-1.05K
- 11.04%
$23.86 - $29.01 $25.1K - $30.5K
8.46K $243K
SHEL
Shell PLC

Energy
-235
- 5.67%
$59.75 - $73.05 $14K - $17.2K
3.91K $275K
NLOK
Norton Life Lock Inc.

Technology
-1.18K
- 4.23%
N/A
26.6K $571K
BHP
Bhp Group LTD

Basic Materials
-450
- 8.19%
$40.22 - $50.88 $18.1K - $22.9K
5.04K $242K
OTIS
Otis Worldwide Corp

Industrials
-107
- 4.69%
$90.88 - $104.3 $9.72K - $11.2K
2.18K $215K
HDV
Ishares Core High Dividend ETF

ETFs
-70
- 1.9%
$108.41 - $120.51 $7.59K - $8.44K
3.62K $423K
BR
Broadridge Financial Solutions, Inc.

Technology
-89
- 1.07%
$217.22 - $246.25 $19.3K - $21.9K
8.25K $2.01M
SHW
Sherwin Williams CO

Basic Materials
-30
- 3.47%
$313.51 - $363.51 $9.41K - $10.9K
834 $286K
MO
Altria Group, Inc.

Consumer Defensive
-25
- 0.28%
$55.56 - $60.91 $1.39K - $1.52K
8.8K $515K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-100
- 0.53%
$17.17 - $19.9 $1.72K - $1.99K
18.7K $359K
AMT
American Tower Corp

Real Estate
-93
- 3.56%
$203.96 - $228.19 $19K - $21.2K
2.52K $557K
STAG
Stag Industrial, Inc.

Real Estate
-375
- 2.48%
$30.08 - $37.02 $11.3K - $13.9K
14.7K $534K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-121
- 3.13%
$63.54 - $68.5 $7.69K - $8.29K
3.74K $252K
ABT
Abbott Laboratories

Healthcare
-786
- 2.7%
$123.95 - $138.08 $97.4K - $109K
28.3K $3.85M
TRV
Travelers Companies, Inc.

Financial Services
-125
- 1.61%
$233.83 - $276.34 $29.2K - $34.5K
7.66K $2.05M
SBSI
Southside Bancshares Inc

Financial Services
-499
- 4.57%
$26.49 - $29.9 $13.2K - $14.9K
10.4K $306K
WRB
Berkley W R Corp

Financial Services
-300
- 4.55%
$64.28 - $75.17 $19.3K - $22.6K
6.29K $461K
BHB
Bar Harbor Bankshares

Financial Services
-450
- 1.17%
$27.37 - $31.26 $12.3K - $14.1K
37.9K $1.14M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-100
- 1.75%
$50.1 - $51.02 $5.01K - $5.1K
5.61K $285K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
-250
- 1.94%
$48.48 - $50.94 $12.1K - $12.7K
12.6K $643K
OEF
Ishares S&P 100 ETF

ETFs
-20
- 0.71%
N/A
2.78K $739K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-190
- 1.86%
$29.82 - $30.19 $5.67K - $5.74K
10K $302K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-225
- 1.39%
$22.7 - $23.33 $5.11K - $5.25K
16K $373K
APO
Apollo Global Management, Inc.

Financial Services
-165
- 3.56%
$108.68 - $145.07 $17.9K - $23.9K
4.47K $633K
VUSB
Vanguard Bd Index Fds
-6.05K
- 17.14%
N/A
29.3K $0
Gsk PLC
-1.13K
- 2.73%
N/A
40.1K $0
INTU
Intuit Inc

Technology
-73
- 22.32%
$544.07 - $787.63 $39.7K - $57.5K
254 $200K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-125
- 0.64%
$77.94 - $79.5 $9.74K - $9.94K
19.3K $1.54M
WSBC
Wesbanco Inc

Financial Services
-160
- 1.47%
$26.79 - $32.33 $4.29K - $5.17K
10.7K $338K
FFWM
First Foundation Inc.

Financial Services
-9.8K
- 2.74%
$4.61 - $5.42 $45.2K - $53.1K
348K $1.78M
FNLC
First Bancorp, Inc

Financial Services
-200
- 1.12%
$22.6 - $25.42 $4.52K - $5.08K
17.6K $447K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-200
- 3.98%
$140.84 - $163.09 $28.2K - $32.6K
4.83K $786K
VEU
Vanguard Ftse All World Ex Us

ETFs
-200
- 5.43%
$54.19 - $67.22 $10.8K - $13.4K
3.49K $234K
SRLN
Ssga Active Trust

ETFs
-20
- 0.08%
$39.47 - $41.59 $789 - $832
26.3K $1.09M
EEMV
Ishares Msci Emerging Markets

ETFs
-40
- 1.12%
$54.12 - $62.8 $2.16K - $2.51K
3.54K $222K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-39
- 0.93%
$103.88 - $123.68 $4.05K - $4.82K
4.18K $516K
GD
General Dynamics Corp

Industrials
-6
- 0.47%
$247.68 - $291.66 $1.49K - $1.75K
1.27K $370K
PM
Philip Morris International Inc.

Consumer Defensive
-400
- 9.83%
$149.23 - $184.95 $59.7K - $74K
3.67K $668K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-100
- 1.5%
$49.48 - $61.22 $4.95K - $6.12K
6.57K $400K
HLI
Houlihan Lokey, Inc.

Financial Services
-255
- 6.03%
$141.59 - $182.75 $36.1K - $46.6K
3.98K $715K
VB
Vanguard Small Cap ETF

ETFs
-125
- 3.04%
$193.73 - $237.37 $24.2K - $29.7K
3.99K $945K
VO
Vanguard Mid Cap ETF

ETFs
-9
- 0.54%
$228.54 - $279.83 $2.06K - $2.52K
1.65K $461K
UL
Unilever PLC

Consumer Defensive
-733
- 1.47%
$57.9 - $65.43 $42.4K - $48K
49.2K $3.01M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-204
- 2.45%
$55.54 - $69.09 $11.3K - $14.1K
8.11K $560K
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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