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CIK: 0001582151
Total reported value
$1.6B
$1.6B
398 檔
8.2%
At the close of Q1 2025, Naples Global Advisors, LLC disclosed equity holdings valued at approximately $1.6B, spread across 398 reported holdings.
In Q1 2025, Naples Global Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 398 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.01% | -0.10% | +0.46% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.58% | -0.19% | +0.86% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.17% | -0.03% | +2.03% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 1.99% | +0.01% | -4.84% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.94% | -0.04% | +1.98% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.72% | -0.08% | +4.61% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.64% | +0.38% | -2.08% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.54% | -0.05% | -1.19% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-Other | 1.48% | -0.05% | -2.52% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 1.15% | -0.03% | -1.24% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.10% | -0.07% | +4.09% | |
| 12 | GLW | Corning Inc | Stock-Tech | 1.03% | +1.02% | -0.16% | |
| 13 | AMGN | Amgen Inc | Stock-Healthcare | 1.02% | -0.11% | -1.52% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.99% | -0.03% | +0.95% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.97% | +0.11% | +0.13% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 0.95% | -0.01% | -2.33% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.88% | -0.02% | +4.37% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.88% | -0.41% | -0.40% | |
| 19 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.87% | -0.09% | +3.04% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 0.84% | +0.19% | -0.95% | |
| 21 | PAYX | Paychex Inc | Stock-Tech | 0.84% | -0.03% | -1.15% | |
| 22 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.82% | -0.07% | -2.48% | |
| 23 | ACN | Accenture plc | Stock-Tech | 0.82% | -0.30% | +0.51% | |
| 24 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.81% | -0.03% | -1.29% | |
| 25 | IGF | Ishares Global Infrastructur | ETF-Other | 0.81% | -0.13% | +5.70% | |
| 26 | PFFD | Global X US Preferred ETF | ETF-Other | 0.78% | -0.06% | +11.21% | |
| 27 | WSO | Watsco Inc | Stock-Industrials | 0.77% | -0.01% | -2.31% | |
| 28 | ADI | Analog Devices Inc | Stock-Tech | 0.77% | +0.04% | -0.99% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.76% | +0.08% | +5.92% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | -0.11% | +1.50% | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.73% | +0.11% | +5.72% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.73% | -0.07% | +2.32% | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.73% | -0.08% | +5.56% | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.72% | -0.02% | -1.39% | |
| 35 | BLK | Blackrock Inc | Stock-Financials | 0.72% | -0.08% | -0.26% | |
| 36 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.70% | -0.19% | +2.29% | |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | -0.02% | +18.03% | |
| 38 | SO | Southern Co/the | Stock-Utilities | 0.65% | -0.08% | +0.14% | |
| 39 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 0.64% | -0.18% | +2.25% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.64% | -0.11% | +2.32% | |
| 41 | REET | Ishares Global Reit ETF | ETF-Other | 0.61% | -0.03% | +6.82% | |
| 42 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.60% | -0.13% | +1.40% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | +0.07% | +11.10% | |
| 44 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.58% | -0.17% | +3.66% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.58% | +0.01% | +9.53% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.57% | -0.09% | +46.45% | |
| 47 | BX | Blackstone Inc | Stock-Financials | 0.56% | -0.04% | -0.80% | |
| 48 | LRCX | Lam Research CORP | Stock-Tech | 0.56% | +0.68% | -0.52% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.08% | +26.40% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | -0.01% | +0.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 4 | AVGO | Broadcom Inc | — | NEW | New buy |
| 5 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 6 | SCHF | Schwab Intl Equity ETF | — | NEW | New buy |
| 7 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 8 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 9 | VV | Vanguard Large-cap ETF | — | NEW | New buy |
| 10 | HD | Home Depot Inc | — | NEW | New buy |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | — | NEW | New buy |
| 12 | GLW | Corning Inc | — | NEW | New buy |
| 13 | AMGN | Amgen Inc | — | NEW | New buy |
| 14 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 15 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 16 | ABBV | Abbvie Inc | — | NEW | New buy |
| 17 | IWD | Ishares Russell 1000 Value E | — | NEW | New buy |
| 18 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 19 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 20 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 21 | PAYX | Paychex Inc | — | NEW | New buy |
| 22 | SAP | Sap Se-sponsored Adr | — | NEW | New buy |
| 23 | ACN | Accenture plc | — | NEW | New buy |
| 24 | PKG | Packaging CORP Of America | — | NEW | New buy |
| 25 | IGF | Ishares Global Infrastructur | — | NEW | New buy |
| 26 | PFFD | Global X US Preferred ETF | — | NEW | New buy |
| 27 | WSO | Watsco Inc | — | NEW | New buy |
| 28 | ADI | Analog Devices Inc | — | NEW | New buy |
| 29 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 30 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 31 | VGT | Vanguard Info Tech ETF | — | NEW | New buy |
| 32 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 33 | ORCL | Oracle CORP | — | NEW | New buy |
| 34 | ITOT | Ishares Core S&p Total U.s. | — | NEW | New buy |
| 35 | BLK | Blackrock Inc | — | NEW | New buy |
| 36 | LDOS | Leidos Holdings Inc | — | NEW | New buy |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | NEW | New buy |
| 38 | SO | Southern Co/the | — | NEW | New buy |
| 39 | INFY | Infosys Ltd-sp Adr | — | NEW | New buy |
| 40 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 41 | REET | Ishares Global Reit ETF | — | NEW | New buy |
| 42 | RIO | Rio Tinto Plc-spon Adr | — | NEW | New buy |
| 43 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 44 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 45 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 46 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 47 | BX | Blackstone Inc | — | NEW | New buy |
| 48 | LRCX | Lam Research CORP | — | NEW | New buy |
| 49 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 50 | AMZN | Amazon.com Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Naples Global Advisors, LLC reported a total U.S. public equity portfolio value of $1.6B across 398 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, IVV) accounted for 8.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $42.2M
During Q1 2025, Naples Global Advisors, LLC's top holdings by market value included AAPL (4.0%)、MSFT (2.6%)、IVV (2.2%). The largest single position, AAPL, represented 4.0% of total portfolio value.
In Q1 2025, Naples Global Advisors, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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