Naples Global Advisors, LLC Portfolio Holdings
Naples Global Advisors, LLC
- $1.06 Billion
- Q3 2024
Naples Global Advisors, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.06 Billion distributed in 400 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $45.1M, Microsoft Corp with a value of $30.7M, Broadcom Inc. with a value of $23.4M, Ishares Core S&P 500 ETF with a value of $20.6M, and Vanguard Index Fds S&P 500 ETF with a value of $19.8M.
Examining the 13F form we can see an increase of $76.2M in the current position value, from $985M to 1.06B.
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 400
- Current Value $1.06 Billion
- Prior Value $985 Million
- Filing
- Period Q3 2024
- Filing Date October 24, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 19 stocks
- Additional Purchases 162 stocks
- Sold out of 0 stocks
- Reduced holdings in 160 stocks