NAPLES GLOBAL ADVISORS, LLC

Q3 2025 13F Holdings

  • Location
    naples, FL
  • Num holdings

    436

  • Value ($000)

    $1,284,129

  • Date Filed
    10/30/2025
  • Form type
    13F-HR
  • CIK
    0001582151
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$47.79M
4 %

187,700

A
AVGO

BROADCOM INC

COM
11135F101
$39.51M
3 %

119,760

M
MSFT

MICROSOFT CORP

COM
594918104
$38.49M
3 %

74,321

T
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$28.39M
2 %

101,368

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$27.66M
2 %

41,326

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$25.01M
2 %

40,727

S
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$23.22M
2 %

997,351

J
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$21.74M
2 %

68,920

V
VV

VANGUARD INDEX FDS

LARGE CAP ETF
922908637
$18.73M
2 %

60,693

G
GLW

CORNING INC

COM
219350105
$18.66M
2 %

227,520

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