NAPLES GLOBAL ADVISORS, LLC
Q2 2025 13F Holdings
- Locationnaples, FL
- Num holdings
418
- Value ($000)
$1,162,192
- Date Filed07/18/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $39.16M | 3 % | 190,883 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $36.04M | 3 % | 72,458 | ||
AVGO BROADCOM INC | COM | 11135F101 | $33.28M | 3 % | 120,749 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $25.91M | 2 % | 41,722 | ||
TSM TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $23.28M | 2 % | 102,461 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $23.10M | 2 % | 40,535 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $21.17M | 2 % | 957,859 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $19.41M | 2 % | 66,950 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $17.47M | 2 % | 61,059 | ||
SCHE SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | $13.19M | 1 % | 437,596 |
Rows Per Page
10
- 10
- 50
- 100