Naples Global Advisors, LLC Incresed Positions in Q4 2024

Naples Global Advisors, LLC

  • $1.04 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PSA
Public Storage

Real Estate
260
+ 16.96%
$289.33 - $360.21 $75.2K - $93.7K
1.79K $536K
VCIT
Vanguard Intermediate Term Cor

ETFs
496
+ 2.87%
$80.13 - $83.77 $39.7K - $41.5K
17.8K $1.43M
TGT
Target Corp

Consumer Defensive
3.25K
+ 14.46%
$121.59 - $160.69 $395K - $522K
25.7K $3.47M
MDLZ
Mondelez International, Inc.

Consumer Defensive
348
+ 9.9%
$59.25 - $72.99 $20.6K - $25.4K
3.86K $230K
TSN
Tyson Foods, Inc.

Consumer Defensive
202
+ 1.03%
$57.14 - $64.54 $11.5K - $13K
19.8K $1.14M
BHP
Bhp Group LTD

Basic Materials
659
+ 13.61%
$48.78 - $62.43 $32.1K - $41.1K
5.5K $268K
NWE
Northwestern Corp

Utilities
1.2K
+ 4.67%
$50.44 - $57.24 $60.5K - $68.7K
26.9K $1.44M
PSX
Phillips 66

Energy
3
+ 0.14%
$110.35 - $138.93 $331 - $417
2.11K $240K
CARR
Carrier Global Corp

Industrials
485
+ 8.22%
$66.69 - $82.65 $32.3K - $40.1K
6.39K $435K
TMO
Thermo Fisher Scientific Inc.

Healthcare
41
+ 5.73%
$501.29 - $612.85 $20.6K - $25.1K
756 $393K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5
+ 0.06%
$58.88 - $64.8 $294 - $324
8.52K $501K
STAG
Stag Industrial, Inc.

Real Estate
675
+ 4.85%
$33.22 - $39.1 $22.4K - $26.4K
14.6K $493K
SCHA
Schwab Strategic Tr Us Small C

ETFs
23.7K
+ 91.36%
$25.33 - $51.16 $601K - $1.21M
49.7K $1.28M
GII
Spdr S&P Global Infrasture ETF

ETFs
525
+ 1.38%
$57.64 - $63.28 $30.3K - $33.2K
38.6K $2.28M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
175
+ 2.14%
$114.08 - $125.68 $20K - $22K
8.37K $958K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
45.1K
+ 195.8%
$26.93 - $84.95 $1.22M - $3.83M
68.2K $1.86M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
428
+ 1.31%
$74.5 - $78.37 $31.9K - $33.5K
33.1K $2.47M
SCHX
Schwab Strategic Tr Us Large C

ETFs
104K
+ 184.87%
$22.4 - $68.28 $2.33M - $7.11M
160K $3.72M
CSX
Csx Corp

Industrials
3.03K
+ 3.15%
$31.58 - $36.88 $95.7K - $112K
99.2K $3.2M
NSC
Norfolk Southern Corp

Industrials
5
+ 0.05%
$230.6 - $277.0 $1.15K - $1.39K
9.28K $2.18M
UNP
Union Pacific Corp

Industrials
153
+ 1.58%
$223.15 - $249.32 $34.1K - $38.1K
9.81K $2.24M
CTVA
Corteva, Inc.

Basic Materials
356
+ 0.39%
$55.21 - $64.13 $19.7K - $22.8K
91.1K $5.19M
O
Realty Income Corp

Real Estate
285
+ 1.58%
$51.76 - $64.71 $14.8K - $18.4K
18.3K $979K
IXUS
Ishares Tr

ETFs
990
+ 2.68%
$65.95 - $72.56 $65.3K - $71.8K
38K $2.51M
IX
Orix Corp

Financial Services
7
+ 0.04%
$104.38 - $117.09 $731 - $820
17.9K $1.9M
ICE
Intercontinental Exchange, Inc.

Financial Services
1
+ 0.01%
$148.29 - $166.93 $148 - $167
15.2K $2.26M
SWKS
Skyworks Solutions, Inc.

Technology
232
+ 1.11%
$83.18 - $99.15 $19.3K - $23K
21.2K $1.88M
EFA
Ishares Tr Msci Eafe ETF

ETFs
150
+ 0.58%
$75.1 - $82.99 $11.3K - $12.4K
26.1K $1.97M
GIS
General Mills Inc

Consumer Defensive
378
+ 1.64%
$62.78 - $74.62 $23.7K - $28.2K
23.4K $1.49M
KMB
Kimberly Clark Corp

Consumer Defensive
8
+ 0.04%
$130.37 - $146.09 $1.04K - $1.17K
19K $2.49M
KO
Coca Cola CO

Consumer Defensive
304
+ 1.14%
$61.74 - $71.71 $18.8K - $21.8K
27.1K $1.68M
MCD
Mcdonalds Corp

Consumer Cyclical
56
+ 0.3%
$288.47 - $316.54 $16.2K - $17.7K
18.4K $5.34M
VEA
Vanguard Ftse Developed Market

ETFs
4.18K
+ 4.35%
$47.57 - $52.44 $199K - $219K
100K $4.8M
CUBE
Cube Smart

Real Estate
50
+ 0.19%
$41.74 - $53.03 $2.09K - $2.65K
26.3K $1.13M
REET
Ishares Global Reit ETF

ETFs
13.8K
+ 5.85%
$23.43 - $26.54 $323K - $366K
250K $5.99M
UPS
United Parcel Service Inc

Industrials
1.23K
+ 2.63%
$122.65 - $138.35 $150K - $170K
47.8K $6.03M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
900
+ 4.51%
$82.28 - $117.52 $74.1K - $106K
20.9K $1.77M
HII
Huntington Ingalls Industries, Inc.

Industrials
834
+ 11.83%
$184.96 - $264.65 $154K - $221K
7.88K $1.49M
MU
Micron Technology Inc

Technology
3.56K
+ 10.23%
$84.16 - $113.41 $299K - $403K
38.3K $3.22M
PEP
Pepsico Inc

Consumer Defensive
110
+ 0.44%
$151.29 - $176.1 $16.6K - $19.4K
24.9K $3.79M
MSFT
Microsoft Corp

Technology
401
+ 0.56%
$406.35 - $454.46 $163K - $182K
71.7K $30.2M
QCOM
Qualcomm Inc

Technology
832
+ 2.32%
$150.4 - $178.04 $125K - $148K
36.8K $5.65M
SO
Southern CO

Utilities
53
+ 0.07%
$81.5 - $94.15 $4.32K - $4.99K
73.9K $6.08M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
26
+ 0.1%
$97.29 - $122.68 $2.53K - $3.19K
27.4K $2.67M
XOM
Exxon Mobil Corp

Energy
860
+ 1.11%
$105.51 - $125.37 $90.7K - $108K
78.2K $8.41M
AZN
Astrazeneca PLC

Healthcare
301
+ 0.55%
$63.2 - $79.58 $19K - $24K
54.8K $3.59M
ADI
Analog Devices Inc

Technology
55
+ 0.14%
$206.35 - $236.48 $11.3K - $13K
40.4K $8.58M
JNJ
Johnson & Johnson

Healthcare
539
+ 1.18%
$143.34 - $165.86 $77.3K - $89.4K
46.1K $6.66M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
8.55K
+ 2.17%
$26.63 - $30.23 $228K - $258K
402K $10.7M
Activity Summary
Buys All Purchases 171 New Holdings 11 Increased Positions 160 Sells All Sells 154 Reductions 154 Sold out 0 Options Calls 0 Puts 0
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