Naples Global Advisors, LLC Sells in Q1 2025

Naples Global Advisors, LLC

  • $1.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
-10
- 0.2%
$198.1 - $229.79 $1.98K - $2.3K
4.97K $996K
SHYD
Vaneck Short High Yield Muni E

ETFs
-4.18K
- 9.45%
$22.46 - $22.9 $93.8K - $95.6K
40K $900K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.43K
- 7.77%
$60.46 - $64.42 $86.5K - $92.2K
17K $1.04M
PH
Parker Hannifin Corp

Industrials
-25
- 1.1%
$591.65 - $707.05 $14.8K - $17.7K
2.24K $1.36M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-2.08K
- 8.26%
$36.63 - $37.45 $76.2K - $77.9K
23.1K $849K
DG
Dollar General Corp

Consumer Defensive
-1.67K
- 29.05%
$68.44 - $87.93 $114K - $147K
4.08K $358K
IYW
Ishares Dj Us Tech ETF

ETFs
-84
- 2.55%
$140.66 - $166.79 $11.8K - $14K
3.21K $451K
STX
Seagate Technology Holdings PLC

Technology
-575
- 3.4%
$84.92 - $108.42 $48.8K - $62.3K
16.3K $1.39M
XLC
Select Sector Spdr Tr Communic

ETFs
-445
- 1.88%
$94.84 - $105.31 $42.2K - $46.9K
23.3K $2.23M
BHB
Bar Harbor Bankshares

Financial Services
-1.2K
- 3.03%
$29.04 - $33.44 $34.8K - $40.1K
38.4K $1.14M
K
Kellogg CO

Consumer Defensive
-1.05K
- 7.05%
$81.06 - $82.9 $85.1K - $87K
13.8K $1.14M
BAC
Bank Of America Corp

Financial Services
-204
- 0.9%
$39.61 - $47.74 $8.08K - $9.74K
22.4K $936K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-19
- 1.51%
$360.07 - $417.26 $6.84K - $7.93K
1.24K $445K
ET
Energy Transfer LP

Energy
-1K
- 2.96%
$17.26 - $21.08 $17.3K - $21.1K
32.8K $609K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-360
- 6.69%
$152.57 - $163.66 $54.9K - $58.9K
5.03K $780K
BMO
Bank Of Montreal

Financial Services
-250
- 1.37%
$94.92 - $104.14 $23.7K - $26K
18K $1.72M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-961
- 13.95%
$49.22 - $51.73 $47.3K - $49.7K
5.93K $296K
STE
Steris PLC

Healthcare
-309
- 25.56%
$202.46 - $232.74 $62.6K - $71.9K
900 $203K
BDX
Becton Dickinson & CO

Healthcare
-200
- 17.23%
$222.79 - $249.08 $44.6K - $49.8K
961 $220K
NDAQ
Nasdaq, Inc.

Financial Services
-375
- 4.31%
$72.17 - $83.76 $27.1K - $31.4K
8.33K $631K
LHX
L3 Harris Technologies, Inc.

Industrials
-156
- 2.17%
$194.65 - $222.86 $30.4K - $34.8K
7.03K $1.47M
CTO
Cto Realty Growth, Inc.

Real Estate
-600
- 1.1%
$18.06 - $20.83 $10.8K - $12.5K
53.9K $1.04M
OZK
Bank Ozk

Financial Services
-396
- 2.58%
$41.71 - $53.1 $16.5K - $21K
14.9K $653K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-1.5K
- 11.11%
$19.8 - $19.97 $29.7K - $30K
12K $238K
HOMB
Home Bancshares Inc

Financial Services
-700
- 1.62%
$27.23 - $31.23 $19.1K - $21.9K
42.4K $1.19M
NSC
Norfolk Southern Corp

Industrials
-190
- 2.05%
$227.69 - $259.76 $43.3K - $49.4K
9.09K $2.15M
CL
Colgate Palmolive CO

Consumer Defensive
-350
- 9.1%
$85.68 - $97.5 $30K - $34.1K
3.5K $327K
ACWI
Ishares Msci Acwi ETF

ETFs
-130
- 3.0%
$115.16 - $124.13 $15K - $16.1K
4.21K $488K
CUBE
Cube Smart

Real Estate
-375
- 1.42%
$40.23 - $43.23 $15.1K - $16.2K
26K $1.11M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-300
- 4.16%
N/A
6.91K $431K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-416
- 3.33%
$25.12 - $26.05 $10.4K - $10.8K
12.1K $304K
IEMG
Ishares Inc

ETFs
-279
- 2.07%
N/A
13.2K $708K
SHW
Sherwin Williams CO

Basic Materials
-60
- 6.49%
$330.16 - $365.55 $19.8K - $21.9K
864 $301K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-400
- 3.58%
N/A
10.8K $339K
IXUS
Ishares Tr

ETFs
-2.42K
- 6.36%
$65.06 - $72.31 $157K - $175K
35.6K $2.5M
NLOK
Norton Life Lock Inc.

Technology
-500
- 1.77%
N/A
27.8K $596K
NFLX
Netflix Inc

Communication Services
-40
- 5.78%
$828.4 - $1058.6 $33.1K - $42.3K
652 $608K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-25
- 0.77%
$90.0 - $96.32 $2.25K - $2.41K
3.23K $295K
OEF
Ishares S&P 100 ETF

ETFs
-20
- 0.71%
N/A
2.8K $744K
TJX
Tjx Companies Inc

Consumer Cyclical
-64
- 1.05%
$112.81 - $126.16 $7.22K - $8.07K
6.05K $736K
SHEL
Shell PLC

Energy
-700
- 14.46%
$62.84 - $73.29 $44K - $51.3K
4.14K $301K
BHP
Bhp Group LTD

Basic Materials
-9
- 0.16%
$48.18 - $52.11 $434 - $469
5.49K $266K
INTC
Intel Corp

Technology
-1.86K
- 12.29%
$19.1 - $27.39 $35.5K - $50.9K
13.3K $301K
AOA
Ishares Tr Core Aggressive All

ETFs
-25
- 0.92%
$75.7 - $80.01 $1.89K - $2K
2.7K $206K
FISV
Fiserv Inc

Technology
-11
- 0.34%
N/A
3.18K $398K
Gsk PLC
-1.9K
- 4.41%
N/A
41.2K $0
Blackrock Inc
-21
- 0.26%
N/A
7.96K $0
Linde PLC
-142
- 1.52%
N/A
9.2K $0
VUSB
Vanguard Bd Index Fds
-500
- 1.4%
N/A
35.3K $0
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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