Naples Global Advisors, LLC Sells in Q1 2025

Naples Global Advisors, LLC

  • $1.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-6.36K
- 4.84%
$167.43 - $244.7 $1.07M - $1.56M
125K $20.9M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.2K
- 2.08%
$165.25 - $224.62 $364K - $495K
104K $17.2M
BX
Blackstone Inc.

Financial Services
-338
- 0.8%
$136.53 - $186.74 $46.1K - $63.1K
42.1K $5.88M
SWKS
Skyworks Solutions, Inc.

Technology
-13.9K
- 65.64%
$64.12 - $93.96 $891K - $1.31M
7.27K $469K
PKG
Packaging Corp Of America

Consumer Cyclical
-564
- 1.29%
$192.03 - $242.13 $108K - $137K
43.1K $8.52M
VV
Vanguard Large Cap ETF

ETFs
-1.57K
- 2.52%
$253.32 - $282.66 $398K - $444K
60.8K $15.5M
ALB
Albemarle Corp

Basic Materials
-8.12K
- 19.13%
$69.95 - $97.49 $568K - $791K
34.3K $2.47M
TSLA
Tesla, Inc.

Consumer Cyclical
-853
- 15.99%
$222.15 - $428.22 $189K - $365K
4.48K $1.16M
DEO
Diageo PLC

Consumer Defensive
-2.95K
- 10.2%
$104.79 - $126.12 $309K - $371K
25.9K $2.72M
HD
Home Depot, Inc.

Consumer Cyclical
-414
- 1.24%
$347.25 - $424.87 $144K - $176K
32.9K $12.1M
TGT
Target Corp

Consumer Defensive
-172
- 0.67%
$103.65 - $142.5 $17.8K - $24.5K
25.5K $2.66M
AXP
American Express CO

Financial Services
-356
- 1.63%
$255.39 - $325.87 $90.9K - $116K
21.5K $5.77M
CMCSA
Comcast Corp

Communication Services
-15.2K
- 28.65%
$33.19 - $38.23 $504K - $580K
37.8K $1.39M
CM
Canadian Imperial Bank Of Commerce

Financial Services
-283
- 0.35%
$55.05 - $64.52 $15.6K - $18.3K
79.7K $4.49M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-875
- 1.39%
$120.29 - $134.6 $105K - $118K
62K $7.52M
ADI
Analog Devices Inc

Technology
-399
- 0.99%
$201.56 - $243.82 $80.4K - $97.3K
40K $8.06M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-14.5K
- 9.04%
$21.75 - $24.28 $316K - $352K
146K $3.2M
GLW
Corning Inc

Technology
-373
- 0.16%
$44.91 - $54.25 $16.8K - $20.2K
237K $10.8M
VTI
Vanguard Total Stock Market Et

ETFs
-350
- 1.85%
$271.18 - $303.12 $94.9K - $106K
18.6K $5.08M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-12.7K
- 6.14%
$13.21 - $14.63 $167K - $185K
194K $2.58M
PLTR
Palantir Technologies Inc.

Technology
-5.98K
- 47.63%
$64.98 - $124.62 $388K - $745K
6.57K $554K
MGIC
Magic Software Enterprises LTD

Technology
-40.3K
- 28.1%
$11.45 - $14.2 $461K - $572K
103K $1.33M
OMC
Omnicom Group Inc.

Communication Services
-3.56K
- 19.42%
$79.43 - $88.34 $283K - $315K
14.8K $1.23M
STM
St Microelectronics N.V.

Technology
-10.4K
- 29.16%
$21.64 - $28.22 $225K - $294K
25.3K $555K
SPY
Spdr S&P 500 ETF Trust

ETFs
-82
- 0.81%
$551.42 - $612.93 $45.2K - $50.3K
9.98K $5.58M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-270
- 5.77%
$522.96 - $601.18 $141K - $162K
4.41K $2.35M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.98K
- 1.23%
$21.23 - $23.75 $42.1K - $47K
159K $3.4M
ELV
Elevance Health, Inc.

Healthcare
-799
- 45.92%
$365.9 - $436.25 $292K - $349K
941 $406K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-5.87K
- 13.01%
$25.58 - $29.24 $150K - $172K
39.3K $1.03M
HON
Honeywell International Inc

Industrials
-635
- 10.24%
$202.75 - $226.52 $129K - $144K
5.57K $1.18M
TECH
Bio Techne Corp

Healthcare
-450
- 3.3%
$58.47 - $78.75 $26.3K - $35.4K
13.2K $773K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-17.1K
- 19.41%
$11.13 - $11.61 $190K - $198K
70.9K $789K
CLX
Clorox CO

Consumer Defensive
-10
- 0.08%
$141.76 - $162.89 $1.42K - $1.63K
12.9K $1.9M
DOW
Dow Inc.

Basic Materials
-2.01K
- 8.32%
$34.36 - $41.92 $69K - $84.2K
22.1K $772K
MC
Moelis & CO

Financial Services
-500
- 4.92%
$57.91 - $81.2 $29K - $40.6K
9.67K $560K
JXN
Jackson Financial Inc.

Financial Services
-199
- 0.5%
$79.36 - $97.88 $15.8K - $19.5K
39.4K $3.28M
ETN
Eaton Corp PLC

Industrials
-96
- 3.95%
$271.83 - $371.23 $26.1K - $35.6K
2.34K $634K
FDX
Fedex Corp

Industrials
-50
- 1.29%
$230.33 - $281.53 $11.5K - $14.1K
3.82K $930K
HLI
Houlihan Lokey, Inc.

Financial Services
-600
- 12.42%
$154.43 - $187.4 $92.7K - $112K
4.23K $683K
PRU
Prudential Financial Inc

Financial Services
-370
- 2.23%
$105.04 - $122.33 $38.9K - $45.3K
16.2K $1.81M
CAG
Conagra Brands Inc.

Consumer Defensive
-2.56K
- 3.23%
$23.9 - $27.67 $61.1K - $70.7K
76.5K $2.04M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.32K
- 4.81%
$76.94 - $78.24 $179K - $182K
46K $3.6M
LOW
Lowes Companies Inc

Consumer Cyclical
-75
- 0.87%
$222.66 - $268.42 $16.7K - $20.1K
8.54K $1.99M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-2.86K
- 6.2%
$42.38 - $43.28 $121K - $124K
43.2K $1.84M
GNTX
Gentex Corp

Consumer Cyclical
-1.65K
- 10.66%
$23.3 - $28.48 $38.4K - $47K
13.8K $322K
VB
Vanguard Small Cap ETF

ETFs
-168
- 3.92%
$217.89 - $252.64 $36.6K - $42.4K
4.11K $911K
VIG
Vanguard Dividend Appreciation

ETFs
-620
- 16.36%
N/A
3.17K $577K
GIS
General Mills Inc

Consumer Defensive
-197
- 0.84%
$57.56 - $65.3 $11.3K - $12.9K
23.2K $1.39M
ARES
Ares Management Corp

Financial Services
-75
- 2.42%
$140.19 - $198.28 $10.5K - $14.9K
3.03K $444K
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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