Naples Global Advisors, LLC Portfolio Holdings
Naples Global Advisors, LLC
- $1.04 Billion
- Q4 2024
Naples Global Advisors, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.04 Billion distributed in 403 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $47.3M, Broadcom Inc. with a value of $30.5M, Microsoft Corp with a value of $30.2M, Ishares Core S&P 500 ETF with a value of $23.4M, and Vanguard Index Fds S&P 500 ETF with a value of $21M.
Examining the 13F form we can see an decrease of $19.2M in the current position value, from $1.06B to 1.04B.
Naples Global Advisors, LLC is based out at Naples, FL
Below you can find more details about Naples Global Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 403
- Current Value $1.04 Billion
- Prior Value $1.06 Billion
- Filing
- Period Q4 2024
- Filing Date January 29, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 11 stocks
- Additional Purchases 160 stocks
- Sold out of 0 stocks
- Reduced holdings in 154 stocks