Naples Global Advisors, LLC Portfolio Holdings
Naples Global Advisors, LLC
- $1.02 Billion
- Q1 2025
Naples Global Advisors, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.02 Billion distributed in 398 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $42.2M, Microsoft Corp with a value of $27.1M, Ishares Core S&P 500 ETF with a value of $22.6M, Broadcom Inc. with a value of $20.9M, and Vanguard Index Fds S&P 500 ETF with a value of $20.4M.
Examining the 13F form we can see an decrease of $18.4M in the current position value, from $1.04B to 1.02B.
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
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 398
- Current Value $1.02 Billion
- Prior Value $1.04 Billion
- Filing
- Period Q1 2025
- Filing Date April 10, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 9 stocks
- Additional Purchases 153 stocks
- Sold out of 0 stocks
- Reduced holdings in 166 stocks