NAPLES GLOBAL ADVISORS, LLC
Q1 2025 13F Holdings
- Locationnaples, FL
- Num holdings
398
- Value ($000)
$1,052,490
- Date Filed04/10/2025
- Form type13F-HR
- CIK0001582151
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $42.18M | 4 % | 189,895 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $27.13M | 3 % | 72,280 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $22.80M | 2 % | 40,571 | ||
AVGO BROADCOM INC | COM | 11135F101 | $20.94M | 2 % | 125,081 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $20.47M | 2 % | 39,829 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $18.09M | 2 % | 914,752 | ||
TSM TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $17.31M | 2 % | 103,859 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $16.16M | 2 % | 65,884 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $15.62M | 2 % | 60,781 | ||
HD HOME DEPOT INC | COM | 437076102 | $12.07M | 1 % | 32,927 |
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