Naples Global Advisors, LLC Top Holdings and 13F Report (2025) About Naples Global Advisors, LLCInvestment ActivityNaples Global Advisors, LLC has $1.05 billion in total holdings as of March 31, 2025.Naples Global Advisors, LLC owns shares of 398 different stocks, but just 138 companies or ETFs make up 80% of its holdings.Approximately 2.94% of the portfolio was purchased this quarter.About 1.70% of the portfolio was sold this quarter.This quarter, Naples Global Advisors, LLC has purchased 403 new stocks and bought additional shares in 153 stocks.Naples Global Advisors, LLC sold shares of 166 stocks and completely divested from 14 stocks this quarter.Largest Holdings Apple $42,181,404Microsoft $27,133,015iShares Core S&P 500 ETF $22,796,946Broadcom $20,942,322Vanguard S&P 500 ETF $20,468,341 Largest New Holdings this Quarter 670100205 - Novo Nordisk A/S $829,282 Holding464287689 - iShares Russell 3000 ETF $559,047 Holding464287176 - iShares TIPS Bond ETF $533,455 Holding464288240 - iShares MSCI ACWI ex U.S. ETF $369,852 Holding46090A689 - INVESCO ACTIVELY MANAGED EXC $325,377 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 19,339 shares (about $1.91M)ORIX 73,681 shares (about $1.56M)Meta Platforms 2,122 shares (about $1.22M)SPDR Portfolio S&P 500 ETF 15,908 shares (about $1.05M)Novo Nordisk A/S 11,764 shares (about $829.28K) Largest Sales this Quarter Broadcom 6,363 shares (about $1.07M)Skyworks Solutions 13,889 shares (about $897.63K)Albemarle 8,116 shares (about $587.83K)Comcast 15,173 shares (about $559.89K)Magic Software Enterprises 40,270 shares (about $523.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNaples Global Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$42,181,404$194,364 ▲0.5%189,8954.0%Computer and TechnologyMSFTMicrosoft$27,133,015$231,990 ▲0.9%72,2802.6%Computer and TechnologyIVViShares Core S&P 500 ETF$22,796,946$454,579 ▲2.0%40,5712.2%ETFAVGOBroadcom$20,942,322$1,065,358 ▼-4.8%125,0812.0%Computer and TechnologyVOOVanguard S&P 500 ETF$20,468,341$397,249 ▲2.0%39,8291.9%ETFSCHFSchwab International Equity ETF$18,093,790$798,044 ▲4.6%914,7521.7%ETFTSMTaiwan Semiconductor Manufacturing$17,309,282$366,988 ▼-2.1%103,8591.6%Computer and TechnologyJPMJPMorgan Chase & Co.$16,161,376$194,033 ▼-1.2%65,8841.5%FinanceVVVanguard Large-Cap ETF$15,622,541$403,794 ▼-2.5%60,7811.5%ETFHDHome Depot$12,067,355$151,726 ▼-1.2%32,9271.1%Retail/WholesaleSCHESchwab Emerging Markets Equity ETF$11,531,748$452,671 ▲4.1%418,2721.1%ETFGLWCorning$10,837,501$17,076 ▼-0.2%236,7301.0%Computer and TechnologyAMGNAmgen$10,740,617$165,432 ▼-1.5%34,4751.0%MedicalIJHiShares Core S&P Mid-Cap ETF$10,412,733$97,795 ▲0.9%178,4531.0%ETFLLYEli Lilly and Company$10,239,009$13,215 ▲0.1%12,3971.0%MedicalABBVAbbVie$9,981,216$237,808 ▼-2.3%47,6380.9%MedicalIWDiShares Russell 1000 Value ETF$9,289,170$389,307 ▲4.4%49,3680.9%ETFXOMExxon Mobil$9,257,155$37,463 ▼-0.4%77,8370.9%EnergyMRKMerck & Co., Inc.$9,158,230$269,876 ▲3.0%101,1600.9%MedicalCSCOCisco Systems$8,870,074$85,098 ▼-1.0%143,7380.8%Computer and TechnologyPAYXPaychex$8,840,180$102,595 ▼-1.1%57,3000.8%Business ServicesSAPSAP$8,663,480$220,124 ▼-2.5%32,2730.8%Computer and TechnologyACNAccenture$8,651,809$43,685 ▲0.5%27,7270.8%Computer and TechnologyPKGPackaging Co. of America$8,577,713$112,374 ▼-1.3%43,0510.8%IndustrialsIGFiShares Global Infrastructure ETF$8,525,523$459,502 ▲5.7%155,9450.8%ManufacturingPFFDGlobal X U.S. Preferred ETF$8,165,252$822,833 ▲11.2%428,8470.8%ETFWSOWatsco$8,073,174$190,609 ▼-2.3%15,8830.8%ConstructionADIAnalog Devices$8,061,111$80,466 ▼-1.0%39,9720.8%Computer and TechnologyUNHUnitedHealth Group$8,026,380$448,849 ▲5.9%15,3250.8%MedicalJNJJohnson & Johnson$7,754,455$114,263 ▲1.5%46,7590.7%MedicalVGTVanguard Information Technology ETF$7,689,051$415,991 ▲5.7%14,1770.7%ETFPGProcter & Gamble$7,649,037$173,148 ▲2.3%44,8830.7%Consumer StaplesORCLOracle$7,636,128$401,953 ▲5.6%54,6180.7%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$7,562,668$106,759 ▼-1.4%61,9840.7%ETFBLACKROCK INC$7,536,147$19,877 ▼-0.3%7,9620.7%COMLDOSLeidos$7,354,735$164,761 ▲2.3%54,5040.7%AerospaceSPLGSPDR Portfolio S&P 500 ETF$6,849,093$1,046,109 ▲18.0%104,1530.7%ETFSOSouthern$6,801,762$9,471 ▲0.1%73,9720.6%UtilitiesINFYInfosys$6,744,576$148,372 ▲2.2%369,5660.6%Computer and TechnologyNEENextEra Energy$6,720,880$152,414 ▲2.3%94,8070.6%UtilitiesREETiShares Global REIT ETF$6,472,204$413,026 ▲6.8%266,7850.6%ETFRIORio Tinto Group$6,318,930$87,159 ▲1.4%101,4980.6%Basic MaterialsGOOGLAlphabet$6,133,109$612,986 ▲11.1%39,6610.6%Computer and TechnologyLMTLockheed Martin$6,121,258$216,207 ▲3.7%13,7030.6%AerospaceIJRiShares Core S&P Small-Cap ETF$6,075,048$528,597 ▲9.5%58,0960.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$6,031,153$1,913,014 ▲46.5%60,9700.6%FinanceBXBlackstone$5,882,641$47,246 ▼-0.8%42,0850.6%FinanceLAM RESEARCH CORP$5,865,695$30,772 ▼-0.5%80,4410.6%COM NEWMETAMeta Platforms$5,855,297$1,223,048 ▲26.4%10,1590.6%Computer and TechnologyAMZNAmazon.com$5,847,908$2,664 ▲0.0%30,7360.6%Retail/WholesaleQCOMQUALCOMM$5,780,748$132,871 ▲2.4%37,6330.5%Computer and TechnologyAXPAmerican Express$5,774,621$95,782 ▼-1.6%21,4630.5%FinanceMDTMedtronic$5,737,312$160,977 ▼-2.7%63,3690.5%MedicalMCDMcDonald's$5,723,881$35,298 ▼-0.6%18,3240.5%Retail/WholesaleCTVACorteva$5,718,360$14,411 ▼-0.3%90,8690.5%Consumer StaplesDLRDigital Realty Trust$5,703,372$54,737 ▲1.0%39,8030.5%FinanceSCHWCharles Schwab$5,608,136$11,507 ▼-0.2%71,6420.5%FinanceSPYSPDR S&P 500 ETF Trust$5,600,252$46,009 ▼-0.8%9,9810.5%FinanceSBUXStarbucks$5,507,866$102,308 ▼-1.8%56,1510.5%Retail/WholesaleRTXRTX$5,501,393$69,542 ▼-1.2%41,5320.5%AerospaceUPSUnited Parcel Service$5,487,669$230,321 ▲4.4%49,8920.5%TransportationAMATApplied Materials$5,330,548$183,867 ▲3.6%36,7320.5%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$5,311,327$210,741 ▲4.1%104,4920.5%ETFMUBiShares National Muni Bond ETF$5,291,929$111,766 ▲2.2%50,1890.5%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$5,141,341$767,002 ▲17.5%97,8930.5%ManufacturingNVDANVIDIA$5,110,852$102,969 ▲2.1%47,1530.5%Computer and TechnologyVTIVanguard Total Stock Market ETF$5,110,046$96,193 ▼-1.8%18,5930.5%ETFKLACKLA$5,107,888$14,955 ▼-0.3%7,5140.5%Computer and TechnologyBMYBristol-Myers Squibb$4,930,605$20,371 ▲0.4%80,8430.5%MedicalTXNTexas Instruments$4,814,833$81,763 ▲1.7%26,7940.5%Computer and TechnologyCVXChevron$4,814,774$98,032 ▲2.1%28,7810.5%EnergyCMCanadian Imperial Bank of Commerce$4,546,398$16,134 ▼-0.4%79,7470.4%FinanceAMDAdvanced Micro Devices$4,503,275$363,492 ▲8.8%43,8320.4%Computer and TechnologyMCHPMicrochip Technology$4,374,323$525,974 ▲13.7%90,3600.4%Computer and TechnologyCCICrown Castle$4,304,701$101,312 ▲2.4%41,3000.4%FinanceLINDE PLC$4,281,444$66,119 ▼-1.5%9,1950.4%SHSVWOVanguard FTSE Emerging Markets ETF$4,254,201$24,259 ▲0.6%93,9950.4%ETFWMTWalmart$4,224,980$42,333 ▲1.0%48,0050.4%Retail/WholesaleIBMInternational Business Machines$4,211,516$89,765 ▲2.2%16,9370.4%Computer and TechnologyAZNAstraZeneca$3,966,409$59,829 ▼-1.5%53,9650.4%MedicalABTAbbott Laboratories$3,856,121$55,713 ▲1.5%29,0700.4%MedicalPEPPepsiCo$3,850,207$112,007 ▲3.0%25,6780.4%Consumer StaplesEMREmerson Electric$3,801,847$198,776 ▲5.5%34,6760.4%IndustrialsBWXTBWX Technologies$3,628,841$319,231 ▲9.6%36,7850.3%Computer and TechnologyBSVVanguard Short-Term Bond ETF$3,603,594$181,921 ▼-4.8%46,0350.3%ETFGOOGAlphabet$3,593,585$27,809 ▼-0.8%23,0020.3%Computer and TechnologyAPDAir Products and Chemicals$3,566,994$49,251 ▼-1.4%12,0950.3%Basic MaterialsMUMicron Technology$3,561,436$228,457 ▲6.9%40,9370.3%Computer and TechnologyCRMSalesforce$3,520,907$431,257 ▲14.0%13,1200.3%Computer and TechnologySCHBSchwab US Broad Market ETF$3,416,877$42,651 ▼-1.2%158,7030.3%ETFCATCaterpillar$3,382,730$134,557 ▲4.1%10,2570.3%IndustrialsWMWaste Management$3,355,026$43,987 ▲1.3%14,4920.3%Business ServicesJXNJackson Financial$3,304,226$16,672 ▼-0.5%39,4390.3%FinanceSCHXSchwab US Large-Cap ETF$3,222,091$320,359 ▼-9.0%145,9280.3%ETFNVSNovartis$3,139,688$89,346 ▼-2.8%27,2340.3%MedicalPFEPfizer$3,108,560$151,026 ▲5.1%122,6740.3%MedicalBIVVanguard Intermediate-Term Bond ETF$3,045,802$514,550 ▲20.3%39,7780.3%ETFBRK.BBerkshire Hathaway$3,036,239$24,499 ▼-0.8%5,7010.3%FinanceDUKDuke Energy$3,020,092$85,989 ▼-2.8%24,7610.3%UtilitiesULUnilever$2,972,818$44,961 ▼-1.5%49,9210.3%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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