Naples Global Advisors, LLC Reduced Holdings in Q3 2025

Naples Global Advisors, LLC

  • $1.24 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWP
Ishares Russell Mid Cap Growth

ETFs
-44
- 1.82%
$137.51 - $145.26 $6.05K - $6.39K
2.37K $337K
FAF
First American Financial Corp

Financial Services
-250
- 3.3%
$54.73 - $68.13 $13.7K - $17K
7.33K $470K
YUM
Yum Brands Inc

Consumer Cyclical
-40
- 1.18%
$139.5 - $153.94 $5.58K - $6.16K
3.35K $509K
ALCO
Alico, Inc.

Consumer Defensive
-1.62K
- 3.07%
$32.06 - $34.87 $51.8K - $56.3K
51K $1.73M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-350
- 4.31%
$68.24 - $73.73 $23.9K - $25.8K
7.76K $570K
VONV
Vanguard Russell 1000 Value Et

ETFs
-73
- 1.65%
$84.55 - $89.54 $6.17K - $6.54K
4.36K $389K
ASR
Southeast Airport Group

Industrials
-5
- 0.15%
$301.06 - $346.48 $1.51K - $1.73K
3.31K $1.07M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.61K
- 2.25%
$26.38 - $27.95 $42.6K - $45.1K
70K $1.91M
MMM
3 M CO

Industrials
-181
- 1.26%
$144.41 - $160.2 $26.1K - $29K
14.2K $2.21M
AFL
Aflac Inc

Financial Services
-862
- 4.74%
$98.09 - $111.7 $84.6K - $96.3K
17.3K $1.94M
SWK
Stanley Black & Decker, Inc.

Industrials
-923
- 6.4%
$66.98 - $79.52 $61.8K - $73.4K
13.5K $1M
FDX
Fedex Corp

Industrials
-23
- 0.6%
$217.1 - $243.2 $4.99K - $5.59K
3.78K $891K
ACWI
Ishares Msci Acwi ETF

ETFs
-85
- 2.06%
$128.32 - $138.41 $10.9K - $11.8K
4.05K $559K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.14K
- 2.91%
$28.15 - $30.13 $32.2K - $34.4K
38.1K $1.13M
PAC
Pacific Airport Group

Industrials
-40
- 0.76%
$218.82 - $256.99 $8.75K - $10.3K
5.2K $1.23M
GS
Goldman Sachs Group Inc

Financial Services
-2
- 0.36%
$696.56 - $806.32 $1.39K - $1.61K
560 $445K
MS
Morgan Stanley

Financial Services
-50
- 1.56%
$139.09 - $161.16 $6.95K - $8.06K
3.15K $500K
FAST
Fastenal CO

Industrials
-1.54K
- 7.85%
$42.47 - $50.39 $65.3K - $77.5K
18.1K $885K
MO
Altria Group, Inc.

Consumer Defensive
-11
- 0.13%
$57.75 - $67.68 $635 - $744
8.79K $580K
IWR
Ishares Russell Mid Cap ETF

ETFs
-603
- 2.17%
$92.26 - $97.51 $55.6K - $58.8K
27.2K $2.63M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-50
- 0.52%
$133.48 - $144.38 $6.67K - $7.22K
9.59K $1.37M
SJM
J M Smucker CO

Consumer Defensive
-180
- 1.94%
$102.24 - $113.2 $18.4K - $20.4K
9.12K $989K
ALB
Albemarle Corp

Basic Materials
-3.31K
- 17.62%
$62.9 - $88.1 $208K - $292K
15.5K $1.25M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-107
- 0.57%
$63.41 - $69.69 $6.78K - $7.46K
18.5K $1.27M
MC
Moelis & CO

Financial Services
-50
- 0.52%
$64.0 - $77.75 $3.2K - $3.89K
9.62K $686K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-200
- 0.76%
$87.29 - $93.61 $17.5K - $18.7K
26K $2.42M
WSM
Williams Sonoma Inc

Consumer Cyclical
-164
- 4.38%
$163.62 - $210.2 $26.8K - $34.5K
3.58K $699K
TRV
Travelers Companies, Inc.

Financial Services
-6
- 0.08%
$250.62 - $279.43 $1.5K - $1.68K
7.65K $2.14M
PFE
Pfizer Inc

Healthcare
-1.95K
- 1.73%
$23.29 - $25.88 $45.4K - $50.5K
111K $2.82M
ENB
Enbridge Inc

Energy
-9
- 0.05%
$43.79 - $50.46 $394 - $454
18.1K $912K
OMC
Omnicom Group Inc.

Communication Services
-807
- 4.8%
$70.41 - $81.53 $56.8K - $65.8K
16K $1.31M
HLI
Houlihan Lokey, Inc.

Financial Services
-10
- 0.25%
$181.55 - $209.19 $1.82K - $2.09K
3.97K $814K
EXPD
Expeditors International Of Washington Inc

Industrials
-25
- 0.2%
$111.37 - $124.95 $2.78K - $3.12K
12.7K $1.56M
MGIC
Magic Software Enterprises LTD

Technology
-885
- 0.86%
$18.8 - $21.68 $16.6K - $19.2K
102K $2.09M
IWM
Ishares Russell 2000 ETF

ETFs
-40
- 0.79%
$214.92 - $244.84 $8.6K - $9.79K
5K $1.21M
NVS
Novartis Ag

Healthcare
-535
- 1.99%
$113.5 - $129.73 $60.7K - $69.4K
26.3K $3.37M
ADM
Archer Daniels Midland CO

Consumer Defensive
-248
- 1.19%
$53.54 - $64.21 $13.3K - $15.9K
20.5K $1.23M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-310
- 0.57%
$25.29 - $28.33 $7.84K - $8.78K
54K $1.51M
LOGI
Logitech International S.A.

Technology
-705
- 6.33%
$89.67 - $113.08 $63.2K - $79.7K
10.4K $1.15M
SHOP
Shopify Inc.

Technology
-22
- 0.46%
$112.11 - $157.12 $2.47K - $3.46K
4.73K $702K
IXUS
Ishares Tr

ETFs
-312
- 0.83%
$76.35 - $82.58 $23.8K - $25.8K
37.4K $3.09M
SO
Southern CO

Utilities
-453
- 0.6%
$90.83 - $96.0 $41.1K - $43.5K
74.6K $7.07M
AXP
American Express CO

Financial Services
-387
- 1.66%
$294.27 - $342.31 $114K - $132K
22.9K $7.6M
MCD
Mcdonalds Corp

Consumer Cyclical
-19
- 0.1%
$291.67 - $316.99 $5.54K - $6.02K
18.4K $5.6M
QCOM
Qualcomm Inc

Technology
-123
- 0.33%
$145.84 - $173.55 $17.9K - $21.3K
37.6K $6.26M
LNC
Lincoln National Corp

Financial Services
-1.72K
- 2.7%
$33.37 - $43.29 $57.4K - $74.4K
62K $2.5M
BMO
Bank Of Montreal

Financial Services
-145
- 0.81%
$110.44 - $130.66 $16K - $18.9K
17.7K $2.31M
AZN
Astrazeneca PLC

Healthcare
-256
- 0.48%
$68.72 - $82.11 $17.6K - $21K
53K $4.07M
SPY
Spdr S&P 500 ETF Trust

ETFs
-182
- 1.85%
$617.65 - $666.84 $112K - $121K
9.68K $6.45M
Activity Summary
Buys All Purchases 240 New Holdings 28 Increased Positions 212 Sells All Sells 123 Reductions 123 Sold out 0 Options Calls 0 Puts 0
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