Naples Global Advisors, LLC Purchases in Q1 2025

Naples Global Advisors, LLC

  • $1.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Invesco Actively Managed Exc
7.1K
New
N/A
7.1K $0
First Tr Exchange Traded Fd
1K
+ 2.19%
N/A
46.6K $0
Doubleline ETF Trust
6.9K
+ 71.38%
N/A
16.6K $0
Viper Energy Inc
465
+ 6.47%
N/A
7.66K $0
Te Connectivity PLC
1.5K
+ 10.67%
N/A
15.6K $0
SIMO
Silicon Motion Technology Corp

Technology
1.34K
+ 6.44%
$49.58 - $59.71 $66.2K - $79.7K
22.1K $1.12M
SWK
Stanley Black & Decker, Inc.

Industrials
463
+ 4.32%
$76.43 - $90.41 $35.4K - $41.9K
11.2K $860K
VO
Vanguard Mid Cap ETF

ETFs
34
+ 2.09%
$251.87 - $277.95 $8.56K - $9.45K
1.66K $426K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
150
+ 1.04%
$20.7 - $21.15 $3.11K - $3.17K
14.6K $303K
FIBK
First Interstate Bancsystem Inc

Financial Services
1.06K
+ 12.54%
$27.77 - $33.5 $29.4K - $35.5K
9.51K $271K
QUAL
Ishares Msci Usa Quality Facto

ETFs
22
+ 1.28%
$168.16 - $186.21 $3.7K - $4.1K
1.74K $294K
TFC
Truist Financial Corp

Financial Services
468
+ 3.35%
$39.48 - $48.15 $18.5K - $22.5K
14.4K $593K
NKE
Nike, Inc.

Consumer Cyclical
1.15K
+ 16.29%
$63.29 - $81.72 $72.9K - $94.1K
8.22K $522K
HTGC
Hercules Capital, Inc.

Financial Services
1.82K
+ 2.92%
$18.01 - $22.0 $32.7K - $39.9K
64.1K $1.23M
SBSI
Southside Bancshares Inc

Financial Services
400
+ 3.8%
$28.79 - $32.77 $11.5K - $13.1K
10.9K $315K
SON
Sonoco Products CO

Consumer Cyclical
1.46K
+ 2.68%
$44.71 - $49.22 $65.4K - $72K
56K $2.64M
VUG
Vanguard Growth ETF

ETFs
5
+ 0.76%
$369.1 - $427.61 $1.85K - $2.14K
659 $244K
NWBI
Northwest Bancshares, Inc.

Financial Services
100
+ 0.38%
$11.78 - $13.39 $1.18K - $1.34K
26.6K $318K
FNLC
First Bancorp, Inc

Financial Services
485
+ 2.8%
$24.51 - $27.11 $11.9K - $13.1K
17.8K $442K
A
Agilent Technologies, Inc.

Healthcare
2.08K
+ 13.15%
$116.69 - $152.6 $243K - $317K
17.9K $2.09M
SPMD
Spdr Portfolio

ETFs
2.39K
+ 5.59%
$50.21 - $57.73 $120K - $138K
45.2K $2.3M
FDS
Factset Research Systems Inc

Financial Services
153
+ 3.72%
$427.5 - $476.51 $65.4K - $72.9K
4.27K $1.94M
SHOP
Shopify Inc.

Technology
54
+ 1.15%
$90.59 - $129.31 $4.89K - $6.98K
4.76K $460K
INGR
Ingredion Inc

Consumer Defensive
40
+ 0.2%
$125.6 - $137.36 $5.02K - $5.49K
19.8K $2.67M
ABM
Abm Industries Inc

Industrials
28
+ 0.25%
$45.51 - $54.64 $1.27K - $1.53K
11.1K $523K
RPM
Rpm International Inc

Basic Materials
475
+ 3.1%
$114.03 - $128.31 $54.2K - $60.9K
15.8K $1.83M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.06K
+ 9.53%
$102.49 - $119.96 $518K - $606K
58.1K $6.04M
NEO
Neogenomics Inc

Healthcare
100
+ 0.93%
$9.09 - $18.61 $909 - $1.86K
10.8K $103K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.87K
+ 3.77%
$23.16 - $27.04 $43.4K - $50.7K
51.6K $1.21M
DFAS
Dimensional ETF Tr U S Small C

ETFs
226
+ 1.33%
$58.81 - $68.2 $13.3K - $15.4K
17.2K $1.03M
WMT
Walmart Inc.

Consumer Defensive
481
+ 1.01%
$84.5 - $105.05 $40.6K - $50.5K
48K $4.21M
IWR
Ishares Russell Mid Cap ETF

ETFs
227
+ 0.87%
$82.81 - $92.93 $18.8K - $21.1K
26.4K $2.23M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.39K
+ 3.64%
$40.03 - $46.81 $55.6K - $65.1K
39.6K $1.61M
BWXT
Bwx Technologies, Inc.

Industrials
3.24K
+ 9.65%
$96.59 - $128.46 $313K - $416K
36.8K $3.63M
KIM
Kimco Realty Corp

Real Estate
335
+ 0.49%
$20.15 - $23.42 $6.75K - $7.85K
68K $1.42M
MCHP
Microchip Technology Inc

Technology
10.9K
+ 13.67%
$48.41 - $64.3 $526K - $699K
90.4K $4.37M
CAT
Caterpillar Inc

Industrials
408
+ 4.14%
$326.75 - $407.63 $133K - $166K
10.3K $3.38M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
1.36K
+ 6.93%
$48.65 - $66.04 $66.4K - $90.1K
21K $1.12M
CSX
Csx Corp

Industrials
1.2K
+ 1.21%
$29.11 - $33.67 $35K - $40.5K
100K $2.95M
EMR
Emerson Electric CO

Industrials
1.81K
+ 5.52%
$108.64 - $131.17 $197K - $238K
34.7K $3.8M
USB
Us Bancorp \De\

Financial Services
1.68K
+ 2.62%
$40.92 - $50.9 $68.7K - $85.5K
65.7K $2.77M
LMT
Lockheed Martin Corp

Industrials
484
+ 3.66%
$423.19 - $506.29 $205K - $245K
13.7K $6.12M
LDOS
Leidos Holdings, Inc.

Technology
1.22K
+ 2.29%
$126.82 - $161.11 $155K - $197K
54.5K $7.35M
CRM
Salesforce, Inc.

Technology
1.61K
+ 13.96%
$268.36 - $359.95 $431K - $578K
13.1K $3.52M
AMD
Advanced Micro Devices Inc

Technology
3.54K
+ 8.78%
$96.63 - $129.55 $342K - $458K
43.8K $4.5M
AMAT
Applied Materials Inc

Technology
1.27K
+ 3.57%
$145.06 - $195.51 $184K - $248K
36.7K $5.33M
UPS
United Parcel Service Inc

Industrials
2.09K
+ 4.38%
$109.66 - $136.26 $230K - $285K
49.9K $5.49M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.68K
+ 0.95%
$57.21 - $65.8 $95.9K - $110K
178K $10.4M
VGT
Vanguard Information Technolog

ETFs
767
+ 5.72%
$542.38 - $646.34 $416K - $496K
14.2K $7.7M
Activity Summary
Buys All Purchases 162 New Holdings 9 Increased Positions 153 Sells All Sells 166 Reductions 166 Sold out 0 Options Calls 0 Puts 0
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