Naples Global Advisors
Latest statistics and disclosures from Naples Global Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AVGO, MSFT, TSM, IVV, and represent 14.16% of Naples Global Advisors's stock portfolio.
- Added to shares of these 10 stocks: ARE, ASML, MINT, HDB, MSFT, PFFD, SCHF, CRM, BIV, ACN.
- Started 28 new stock positions in MMC, CNQ, FDRR, SPEM, GLPI, GEV, IBDV, XLF, MET, SCZ.
- Reduced shares in these 10 stocks: CCI, UNH, AAPL, PLTR, GLW, RY, UPS, Viper Energy, ORCL, DLB.
- Sold out of its positions in DOW, RSP, Lucid Group, MSTR, MIDD, OKE, XRT, SWKS, SNPS, Viper Energy.
- Naples Global Advisors was a net buyer of stock by $33M.
- Naples Global Advisors has $1.3B in assets under management (AUM), dropping by 10.49%.
- Central Index Key (CIK): 0001582151
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Portfolio Holdings for Naples Global Advisors
Naples Global Advisors holds 436 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.7 | $48M | 188k | 254.63 |
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| Broadcom (AVGO) | 3.1 | $40M | 120k | 329.91 |
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| Microsoft Corporation (MSFT) | 3.0 | $39M | +2% | 74k | 517.95 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.2 | $28M | 101k | 280.09 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.2 | $28M | 41k | 669.31 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.9 | $25M | 41k | 614.11 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.8 | $23M | +4% | 997k | 23.28 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $22M | +2% | 69k | 315.43 |
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| Vanguard Index Fds Large Cap Etf (VV) | 1.5 | $19M | 61k | 308.66 |
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| Corning Incorporated (GLW) | 1.5 | $19M | -2% | 228k | 82.03 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 1.2 | $15M | +3% | 453k | 33.37 |
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| Oracle Corporation (ORCL) | 1.2 | $15M | -2% | 53k | 281.24 |
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| Home Depot (HD) | 1.0 | $14M | 33k | 405.19 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $12M | 182k | 65.26 |
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| NVIDIA Corporation (NVDA) | 0.9 | $12M | +7% | 63k | 186.59 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $12M | 103k | 112.75 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $11M | +6% | 47k | 243.10 |
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| Abbvie (ABBV) | 0.9 | $11M | +2% | 48k | 231.54 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.8 | $11M | +4% | 54k | 203.59 |
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| Lam Research Corp Com New (LRCX) | 0.8 | $11M | 80k | 134.15 |
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| Vanguard World Inf Tech Etf (VGT) | 0.8 | $11M | 14k | 746.60 |
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| Leidos Holdings (LDOS) | 0.8 | $10M | 55k | 188.96 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.8 | $10M | +4% | 168k | 61.12 |
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| Amgen (AMGN) | 0.8 | $10M | 35k | 282.20 |
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| Analog Devices (ADI) | 0.8 | $9.9M | 40k | 245.70 |
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| Global X Fds Us Pfd Etf (PFFD) | 0.8 | $9.9M | +10% | 508k | 19.43 |
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| Eli Lilly & Co. (LLY) | 0.8 | $9.9M | +3% | 13k | 763.01 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.8 | $9.7M | +4% | 124k | 78.34 |
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| Cisco Systems (CSCO) | 0.8 | $9.7M | 141k | 68.42 |
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| Blackrock (BLK) | 0.7 | $9.6M | 8.2k | 1165.91 |
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| Packaging Corporation of America (PKG) | 0.7 | $9.4M | 43k | 219.14 |
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| Johnson & Johnson (JNJ) | 0.7 | $9.2M | +2% | 50k | 185.42 |
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| Merck & Co (MRK) | 0.7 | $9.1M | 108k | 84.70 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.7 | $8.9M | 61k | 145.65 |
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| Meta Platforms Cl A (META) | 0.7 | $8.9M | +5% | 12k | 734.41 |
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| Sap Se Spon Adr (SAP) | 0.7 | $8.4M | 31k | 267.21 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $8.1M | +11% | 33k | 246.60 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $8.0M | +3% | 68k | 118.83 |
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| Ishares Tr Global Reit Etf (REET) | 0.6 | $7.9M | +7% | 310k | 25.56 |
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| Paychex (PAYX) | 0.6 | $7.8M | +2% | 62k | 126.76 |
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| Amazon (AMZN) | 0.6 | $7.6M | +9% | 35k | 219.57 |
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| Nextera Energy (NEE) | 0.6 | $7.6M | +2% | 101k | 75.49 |
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| American Express Company (AXP) | 0.6 | $7.6M | 23k | 332.16 |
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| Kla Corp Com New (KLAC) | 0.6 | $7.6M | 7.0k | 1078.61 |
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| Applied Materials (AMAT) | 0.6 | $7.5M | 37k | 204.74 |
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| Blackstone Group Inc Com Cl A (BX) | 0.6 | $7.5M | 44k | 170.85 |
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| Procter & Gamble Company (PG) | 0.6 | $7.3M | +2% | 47k | 153.65 |
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| Lockheed Martin Corporation (LMT) | 0.6 | $7.2M | +3% | 15k | 499.22 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $7.2M | +6% | 121k | 59.92 |
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| Advanced Micro Devices (AMD) | 0.6 | $7.2M | 45k | 161.79 |
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| Digital Realty Trust (DLR) | 0.6 | $7.1M | 41k | 172.88 |
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| Southern Company (SO) | 0.6 | $7.1M | 75k | 94.77 |
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| Rio Tinto Sponsored Adr (RIO) | 0.5 | $7.0M | 106k | 66.01 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $6.9M | 41k | 167.33 |
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| Bwx Technologies (BWXT) | 0.5 | $6.9M | 37k | 184.37 |
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| Infosys Sponsored Adr (INFY) | 0.5 | $6.8M | +6% | 420k | 16.27 |
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| Charles Schwab Corporation (SCHW) | 0.5 | $6.8M | 71k | 95.47 |
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| Micron Technology (MU) | 0.5 | $6.7M | -2% | 40k | 167.32 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $6.6M | +5% | 66k | 100.25 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $6.5M | 9.7k | 668.03 |
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| Watsco, Incorporated (WSO) | 0.5 | $6.5M | 16k | 404.30 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $6.4M | +14% | 26k | 243.55 |
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| Qualcomm (QCOM) | 0.5 | $6.3M | 38k | 166.36 |
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| Cibc Cad (CM) | 0.5 | $6.2M | 78k | 80.62 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $6.1M | 19k | 329.07 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.5 | $6.0M | +8% | 111k | 54.09 |
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| Corteva (CTVA) | 0.5 | $6.0M | 88k | 67.63 |
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| Ishares Tr National Mun Etf (MUB) | 0.5 | $6.0M | +8% | 56k | 106.49 |
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| Medtronic SHS (MDT) | 0.4 | $5.6M | 59k | 95.91 |
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| McDonald's Corporation (MCD) | 0.4 | $5.6M | 18k | 303.89 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.4 | $5.4M | +18% | 69k | 78.09 |
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| Wal-Mart Stores (WMT) | 0.4 | $5.3M | 51k | 103.06 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $5.2M | 96k | 54.18 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $5.0M | 27k | 183.73 |
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| International Business Machines (IBM) | 0.4 | $4.9M | 17k | 282.15 |
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| Chevron Corporation (CVX) | 0.4 | $4.8M | +3% | 31k | 155.29 |
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| Emerson Electric (EMR) | 0.4 | $4.8M | 37k | 131.18 |
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| Caterpillar (CAT) | 0.4 | $4.7M | -3% | 9.9k | 477.15 |
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| Microchip Technology (MCHP) | 0.4 | $4.7M | -2% | 73k | 64.22 |
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| Linde SHS (LIN) | 0.3 | $4.4M | 9.4k | 474.99 |
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| Starbucks Corporation (SBUX) | 0.3 | $4.4M | 53k | 84.60 |
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| UnitedHealth (UNH) | 0.3 | $4.4M | -23% | 13k | 345.29 |
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| Alexandria Real Estate Equities (ARE) | 0.3 | $4.4M | +88% | 52k | 84.57 |
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| salesforce (CRM) | 0.3 | $4.3M | +25% | 18k | 237.39 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $4.2M | +51% | 4.3k | 968.14 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $4.1M | 161k | 25.71 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $4.1M | 23k | 178.73 |
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| Astrazeneca Sponsored Adr (AZN) | 0.3 | $4.1M | 53k | 76.72 |
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| Jackson Financial Com Cl A (JXN) | 0.3 | $4.0M | 40k | 101.23 |
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| Abbott Laboratories (ABT) | 0.3 | $4.0M | +5% | 30k | 133.94 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $4.0M | 151k | 26.34 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $3.9M | +2% | 49k | 78.91 |
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| Pepsi (PEP) | 0.3 | $3.8M | +2% | 27k | 140.44 |
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| Te Connectivity Ord Shs (TEL) | 0.3 | $3.8M | 17k | 219.53 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.3 | $3.8M | -2% | 16k | 236.72 |
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| Bristol Myers Squibb (BMY) | 0.3 | $3.7M | +2% | 82k | 45.10 |
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| CSX Corporation (CSX) | 0.3 | $3.6M | 103k | 35.51 |
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| United Parcel Service CL B (UPS) | 0.3 | $3.5M | -10% | 42k | 83.53 |
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| Air Products & Chemicals (APD) | 0.3 | $3.5M | 13k | 272.73 |
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| Novartis Sponsored Adr (NVS) | 0.3 | $3.4M | 26k | 128.24 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $3.4M | +3% | 5.6k | 601.02 |
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| Waste Management (WM) | 0.3 | $3.3M | 15k | 220.83 |
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| Us Bancorp Del Com New (USB) | 0.3 | $3.2M | 66k | 48.80 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $3.2M | +6% | 30k | 106.78 |
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| Ishares Tr Core Msci Total (IXUS) | 0.2 | $3.1M | 37k | 82.58 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $3.1M | 25k | 123.75 |
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| Unilever Spon Adr New (UL) | 0.2 | $3.0M | +4% | 51k | 59.28 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $3.0M | +2% | 6.0k | 502.74 |
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| Spdr Index Shs Fds S&p Gblinf Etf (GII) | 0.2 | $3.0M | +4% | 43k | 69.59 |
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| Ishares Msci Emrg Chn (EMXC) | 0.2 | $2.9M | +5% | 43k | 67.51 |
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| Select Sector Spdr Tr Communication (XLC) | 0.2 | $2.8M | 24k | 118.37 |
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| Spdr Series Trust Portfolio S&p400 (SPMD) | 0.2 | $2.8M | 49k | 57.19 |
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| Pfizer (PFE) | 0.2 | $2.8M | 111k | 25.48 |
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| Huntington Ingalls Inds (HII) | 0.2 | $2.8M | 9.8k | 287.92 |
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| Visa Com Cl A (V) | 0.2 | $2.8M | +21% | 8.1k | 341.38 |
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| Norfolk Southern (NSC) | 0.2 | $2.7M | 9.0k | 300.41 |
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| Agilent Technologies Inc C ommon (A) | 0.2 | $2.7M | 21k | 128.59 |
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| Genuine Parts Company (GPC) | 0.2 | $2.7M | 19k | 139.57 |
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| Target Corporation (TGT) | 0.2 | $2.7M | +3% | 30k | 89.70 |
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| Chubb (CB) | 0.2 | $2.7M | +12% | 9.4k | 283.17 |
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| Ishares Tr Mbs Etf (MBB) | 0.2 | $2.7M | +32% | 28k | 95.15 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $2.6M | -2% | 27k | 96.55 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $2.6M | 4.4k | 597.64 |
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| Unum (UNM) | 0.2 | $2.6M | -4% | 33k | 77.78 |
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| Sonoco Products Company (SON) | 0.2 | $2.5M | 59k | 43.09 |
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| Lincoln National Corporation (LNC) | 0.2 | $2.5M | -2% | 62k | 40.33 |
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| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.2 | $2.5M | 40k | 62.71 |
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| Hess Midstream Cl A Shs (HESM) | 0.2 | $2.5M | +6% | 72k | 34.55 |
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| Kroger (KR) | 0.2 | $2.5M | 37k | 67.41 |
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| Orix Corp Sponsored Adr (IX) | 0.2 | $2.5M | 93k | 26.34 |
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| Costco Wholesale Corporation (COST) | 0.2 | $2.5M | +3% | 2.7k | 925.60 |
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| Ingredion Incorporated (INGR) | 0.2 | $2.4M | +3% | 20k | 122.11 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $2.4M | 26k | 93.37 |
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| Moody's Corporation (MCO) | 0.2 | $2.4M | 5.0k | 476.48 |
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| Intercontinental Exchange (ICE) | 0.2 | $2.4M | 14k | 168.48 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $2.4M | +24% | 45k | 53.03 |
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| Union Pacific Corporation (UNP) | 0.2 | $2.4M | 10k | 236.37 |
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| Yum China Holdings (YUMC) | 0.2 | $2.3M | +8% | 54k | 42.92 |
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| Bank Of Montreal Cadcom (BMO) | 0.2 | $2.3M | 18k | 130.25 |
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| Lincoln Electric Holdings (LECO) | 0.2 | $2.3M | 9.6k | 236.47 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $2.3M | 18k | 125.53 |
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| Crown Castle Intl (CCI) | 0.2 | $2.2M | -41% | 23k | 96.49 |
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| Grupo Aeroportuario Del Cent Spon Adr (OMAB) | 0.2 | $2.2M | 22k | 103.87 |
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| Diageo Spon Adr New (DEO) | 0.2 | $2.2M | -2% | 23k | 95.43 |
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| 3M Company (MMM) | 0.2 | $2.2M | 14k | 155.18 |
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| Deere & Company (DE) | 0.2 | $2.2M | 4.7k | 458.81 |
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| Kinder Morgan (KMI) | 0.2 | $2.2M | +2% | 77k | 28.31 |
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| Lowe's Companies (LOW) | 0.2 | $2.2M | 8.6k | 251.31 |
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| L3harris Technologies (LHX) | 0.2 | $2.2M | 7.1k | 305.42 |
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| Travelers Companies (TRV) | 0.2 | $2.1M | 7.7k | 279.23 |
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| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.2 | $2.1M | -7% | 149k | 14.25 |
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| RPM International (RPM) | 0.2 | $2.1M | 18k | 117.88 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $2.1M | +8% | 42k | 50.07 |
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| Magic Software Enterprises L Ord (MGIC) | 0.2 | $2.1M | 102k | 20.41 |
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| Walt Disney Company (DIS) | 0.2 | $2.1M | +2% | 18k | 114.50 |
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| Tesla Motors (TSLA) | 0.2 | $2.1M | +2% | 4.7k | 444.72 |
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| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.2 | $2.1M | +5% | 45k | 46.32 |
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| Hdfc Bank Sponsored Ads (HDB) | 0.2 | $2.1M | +107% | 61k | 34.16 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $2.0M | +5% | 2.7k | 758.18 |
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| Coca-Cola Company (KO) | 0.2 | $2.0M | +8% | 30k | 66.77 |
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| Broadridge Financial Solutions (BR) | 0.2 | $2.0M | 8.2k | 239.14 |
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| First Fndtn (FFWM) | 0.2 | $1.9M | 348k | 5.57 |
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| AFLAC Incorporated (AFL) | 0.2 | $1.9M | -4% | 17k | 111.70 |
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| FactSet Research Systems (FDS) | 0.1 | $1.9M | +48% | 6.7k | 286.49 |
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| Dolby Laboratories Com Cl A (DLB) | 0.1 | $1.9M | -16% | 26k | 72.37 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.9M | -2% | 70k | 27.30 |
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| Old Republic International Corporation (ORI) | 0.1 | $1.9M | 45k | 42.47 |
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| Donaldson Company (DCI) | 0.1 | $1.9M | +4% | 23k | 81.85 |
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| Flex Lng SHS (FLNG) | 0.1 | $1.9M | 74k | 25.20 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.8M | 5.2k | 355.47 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $1.8M | 42k | 43.30 |
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| Quest Diagnostics Incorporated (DGX) | 0.1 | $1.8M | 9.4k | 190.58 |
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| Ali (ALCO) | 0.1 | $1.8M | -3% | 51k | 34.71 |
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| GSK Sponsored Adr (GSK) | 0.1 | $1.8M | 40k | 43.59 |
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| Northwestern Energy Group In Com New (NWE) | 0.1 | $1.8M | +3% | 30k | 58.61 |
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| Automatic Data Processing (ADP) | 0.1 | $1.7M | +4% | 5.9k | 294.96 |
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| Prudential Financial (PRU) | 0.1 | $1.7M | +5% | 17k | 103.74 |
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| ConocoPhillips (COP) | 0.1 | $1.7M | 18k | 94.59 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $1.7M | +47% | 28k | 60.09 |
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| Silicon Motion Technology Sponsored Adr (SIMO) | 0.1 | $1.7M | 18k | 94.81 |
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| Kimco Realty Corporation (KIM) | 0.1 | $1.7M | +4% | 76k | 21.85 |
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| Doubleline Etf Trust Commercial Real (DCRE) | 0.1 | $1.6M | +21% | 31k | 52.08 |
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| Cardinal Health (CAH) | 0.1 | $1.6M | +2% | 10k | 156.95 |
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| Tyson Foods Cl A (TSN) | 0.1 | $1.6M | +11% | 29k | 54.30 |
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| Expeditors International of Washington (EXPD) | 0.1 | $1.6M | 13k | 122.59 |
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| First Tr Exchange Traded Bloomberg Emmkt (EMDM) | 0.1 | $1.6M | +11% | 55k | 28.31 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $1.5M | +6% | 18k | 84.11 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.5M | -2% | 19k | 79.93 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $1.5M | 54k | 27.90 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.5M | +17% | 2.6k | 568.81 |
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| Cubesmart (CUBE) | 0.1 | $1.5M | +27% | 36k | 40.66 |
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| Safety Insurance (SAFT) | 0.1 | $1.4M | +4% | 20k | 70.69 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.1 | $1.4M | -3% | 28k | 51.28 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $1.4M | +51% | 25k | 55.49 |
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| Honeywell International (HON) | 0.1 | $1.4M | +18% | 6.7k | 210.48 |
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| Ares Capital Corporation (ARCC) | 0.1 | $1.4M | +7% | 68k | 20.41 |
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| Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 0.1 | $1.4M | -4% | 34k | 40.69 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $1.4M | 9.6k | 142.55 |
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| General Mills (GIS) | 0.1 | $1.4M | +14% | 27k | 50.42 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $1.4M | -7% | 27k | 49.99 |
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| Hercules Technology Growth Capital (HTGC) | 0.1 | $1.4M | +2% | 71k | 18.91 |
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| Omni (OMC) | 0.1 | $1.3M | -4% | 16k | 82.16 |
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| Lamb Weston Hldgs (LW) | 0.1 | $1.3M | +2% | 22k | 58.08 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $1.3M | NEW | 13k | 100.69 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $1.3M | 19k | 68.46 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $1.3M | 3.3k | 378.94 |
|
|
| Albemarle Corporation (ALB) | 0.1 | $1.3M | -17% | 16k | 81.48 |
|
| Realty Income (O) | 0.1 | $1.2M | +5% | 21k | 60.79 |
|
| Grupo Aeropuerto Del Pacific Spon Ads B (PAC) | 0.1 | $1.2M | 5.2k | 237.20 |
|
|
| Archer Daniels Midland Company (ADM) | 0.1 | $1.2M | 21k | 59.74 |
|
|
| Invesco Actively Managed Exc Qqq Income Advan (QQA) | 0.1 | $1.2M | +29% | 23k | 52.62 |
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.1 | $1.2M | 13k | 90.41 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.2M | 5.0k | 241.98 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $1.2M | +3% | 23k | 51.59 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $1.2M | +3% | 18k | 68.08 |
|
| Home BancShares (HOMB) | 0.1 | $1.2M | +2% | 42k | 28.30 |
|
| Bar Harbor Bankshares (BHB) | 0.1 | $1.2M | 38k | 30.46 |
|
|
| Logitech Intl S A SHS (LOGI) | 0.1 | $1.1M | -6% | 10k | 109.68 |
|
| S&p Global (SPGI) | 0.1 | $1.1M | +35% | 2.3k | 486.71 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $1.1M | -2% | 38k | 29.64 |
|
| TJX Companies (TJX) | 0.1 | $1.1M | +24% | 7.8k | 144.54 |
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $1.1M | 10k | 110.38 |
|
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.1 | $1.1M | +176% | 17k | 66.90 |
|
| Grupo Aeroportuario Del Sure Spon Adr Ser B (ASR) | 0.1 | $1.1M | 3.3k | 331.48 |
|
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $1.1M | 26k | 41.58 |
|
|
| Cheniere Energy Partners Com Unit (CQP) | 0.1 | $1.1M | 20k | 53.82 |
|
|
| Wisdomtree Tr India Erngs Fd (EPI) | 0.1 | $1.1M | 24k | 44.20 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $1.1M | +9% | 61k | 17.16 |
|
| Avista Corporation (AVA) | 0.1 | $1.0M | +10% | 28k | 37.81 |
|
| Ishares Tr Us Trsprtion (IYT) | 0.1 | $1.0M | +366% | 15k | 71.71 |
|
| Open Text Corp (OTEX) | 0.1 | $1.0M | +23% | 28k | 37.38 |
|
| ConAgra Foods (CAG) | 0.1 | $1.0M | -24% | 56k | 18.31 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.0M | 4.0k | 255.09 |
|
|
| Kellogg Company (K) | 0.1 | $1.0M | -7% | 12k | 82.02 |
|
| Stanley Black & Decker (SWK) | 0.1 | $1.0M | -6% | 14k | 74.33 |
|
| Clorox Company (CLX) | 0.1 | $994k | -21% | 8.1k | 123.30 |
|
| Smucker J M Com New (SJM) | 0.1 | $990k | 9.1k | 108.59 |
|
|
| Pinnacle West Capital Corporation (PNW) | 0.1 | $985k | 11k | 89.66 |
|
|
| Public Storage (PSA) | 0.1 | $985k | +12% | 3.4k | 288.85 |
|
| Lamar Advertising Cl A (LAMR) | 0.1 | $970k | 7.9k | 122.42 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $953k | 13k | 72.44 |
|
|
| Rbc Cad (RY) | 0.1 | $952k | -32% | 6.5k | 147.32 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.1 | $944k | +40% | 45k | 21.22 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $936k | +4% | 14k | 65.92 |
|
| Nasdaq Omx (NDAQ) | 0.1 | $932k | +20% | 11k | 88.45 |
|
| Church & Dwight (CHD) | 0.1 | $926k | 11k | 87.63 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $924k | 2.8k | 332.84 |
|
|
| UGI Corporation (UGI) | 0.1 | $916k | 27k | 33.62 |
|
|
| Enbridge (ENB) | 0.1 | $912k | 18k | 50.46 |
|
|
| FedEx Corporation (FDX) | 0.1 | $897k | 3.8k | 237.16 |
|
|
| Stryker Corporation (SYK) | 0.1 | $886k | +23% | 2.4k | 370.38 |
|
| Fastenal Company (FAST) | 0.1 | $885k | -7% | 18k | 49.04 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $879k | +39% | 4.5k | 195.86 |
|
| Eaton Corp SHS (ETN) | 0.1 | $861k | 2.3k | 374.25 |
|
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $847k | 4.2k | 199.47 |
|
|
| Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.1 | $846k | 37k | 22.90 |
|
|
| Cme (CME) | 0.1 | $828k | +6% | 3.1k | 270.19 |
|
| Spdr Series Trust Msci Usa Strtgic (QUS) | 0.1 | $826k | 4.8k | 171.20 |
|
|
| Cto Realty Growth (CTO) | 0.1 | $824k | -4% | 51k | 16.30 |
|
| Ishares Tr Broad Usd High (USHY) | 0.1 | $819k | 22k | 37.78 |
|
|
| Bio-techne Corporation (TECH) | 0.1 | $814k | +11% | 15k | 55.63 |
|
| Houlihan Lokey Cl A (HLI) | 0.1 | $814k | 4.0k | 205.32 |
|
|
| Ishares Tr Cybersecurity (IHAK) | 0.1 | $803k | 15k | 52.33 |
|
|
| Amphenol Corp Cl A (APH) | 0.1 | $796k | +100% | 6.4k | 123.91 |
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $783k | 68k | 11.46 |
|
|
| Truist Financial Corp equities (TFC) | 0.1 | $766k | 17k | 45.72 |
|
|
| Bank Ozk (OZK) | 0.1 | $762k | 15k | 50.98 |
|
|
| O'reilly Automotive (ORLY) | 0.1 | $760k | +64% | 7.1k | 107.81 |
|
| Netflix (NFLX) | 0.1 | $759k | 633.00 | 1198.92 |
|
|
| Nortonlifelock (GEN) | 0.1 | $755k | 27k | 28.39 |
|
|
| CenterPoint Energy (CNP) | 0.1 | $752k | 19k | 38.80 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $747k | +4% | 5.3k | 142.10 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $741k | 24k | 31.53 |
|
|
| Hawkins (HWKN) | 0.1 | $731k | 4.0k | 182.72 |
|
|
| Stmicroelectronics N V Ny Registry (STM) | 0.1 | $724k | +4% | 26k | 28.26 |
|
| Axon Enterprise (AXON) | 0.1 | $721k | 1.0k | 717.64 |
|
|
| Pimco Etf Tr Sr Ln Active Etf (LONZ) | 0.1 | $704k | +9% | 14k | 51.07 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $702k | 4.7k | 148.61 |
|
|
| Williams-Sonoma (WSM) | 0.1 | $699k | -4% | 3.6k | 195.45 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $689k | 3.2k | 216.66 |
|
|
| Carrier Global Corporation (CARR) | 0.1 | $688k | +21% | 12k | 59.70 |
|
| Moelis & Co Cl A (MC) | 0.1 | $686k | 9.6k | 71.32 |
|
|
| Regency Centers Corporation (REG) | 0.1 | $683k | -2% | 9.3k | 73.21 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $676k | +36% | 6.1k | 111.22 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $652k | -52% | 3.6k | 182.42 |
|
| Anthem (ELV) | 0.1 | $651k | +128% | 2.0k | 323.12 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $644k | 7.4k | 87.31 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $635k | +165% | 2.3k | 281.88 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $622k | +2% | 8.2k | 75.39 |
|
| Carpenter Technology Corporation (CRS) | 0.0 | $614k | 2.5k | 245.54 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $613k | +45% | 1.3k | 485.39 |
|
| Philip Morris International (PM) | 0.0 | $602k | 3.7k | 162.20 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $601k | 987.00 | 609.32 |
|
|
| Nike CL B (NKE) | 0.0 | $597k | 8.5k | 70.11 |
|
|
| Altria (MO) | 0.0 | $589k | 8.8k | 67.03 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $587k | +148% | 2.9k | 203.62 |
|
| Wells Fargo & Company (WFC) | 0.0 | $580k | +51% | 6.9k | 83.82 |
|
| Lancaster Colony (MZTI) | 0.0 | $579k | +5% | 3.4k | 172.79 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $570k | -4% | 7.8k | 73.46 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $565k | 1.2k | 468.46 |
|
|
| ABM Industries (ABM) | 0.0 | $564k | +7% | 12k | 46.12 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $560k | -2% | 4.1k | 138.24 |
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.0 | $552k | 17k | 32.90 |
|
|
| Stag Industrial (STAG) | 0.0 | $550k | +5% | 16k | 35.32 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $550k | +2% | 12k | 47.20 |
|
| Huntsman Corporation (HUN) | 0.0 | $548k | +43% | 61k | 8.98 |
|
| Viper Energy Cl A (VNOM) | 0.0 | $542k | NEW | 14k | 38.22 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $542k | 4.2k | 129.73 |
|
|
| Espey Manufacturing & Electronics (ESP) | 0.0 | $535k | +116% | 14k | 39.61 |
|
| Apollo Global Mgmt (APO) | 0.0 | $534k | -10% | 4.0k | 133.27 |
|
| Tenaris S A Sponsored Ads (TS) | 0.0 | $533k | +8% | 15k | 35.77 |
|
| Ge Aerospace Com New (GE) | 0.0 | $528k | +3% | 1.8k | 301.08 |
|
| Dollar General (DG) | 0.0 | $525k | +28% | 5.1k | 103.35 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $523k | 5.9k | 89.34 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $519k | +17% | 1.5k | 352.86 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $513k | 2.7k | 192.74 |
|
|
| Yum! Brands (YUM) | 0.0 | $509k | 3.4k | 152.00 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $506k | 11k | 44.69 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $500k | 3.1k | 158.94 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $486k | 1.6k | 294.77 |
|
|
| Capital One Financial (COF) | 0.0 | $485k | 2.3k | 212.58 |
|
|
| Ventas (VTR) | 0.0 | $485k | 6.9k | 70.08 |
|
|
| Emera (EMA) | 0.0 | $483k | 10k | 47.97 |
|
|
| W.R. Berkley Corporation (WRB) | 0.0 | $482k | 6.3k | 76.62 |
|
|
| Verizon Communications (VZ) | 0.0 | $482k | +8% | 11k | 43.95 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $479k | NEW | 3.4k | 140.95 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $477k | 1.1k | 447.23 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $476k | +9% | 1.4k | 341.01 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.0 | $475k | +26% | 20k | 23.47 |
|
| Flexshares Tr Qlt Div Def Idx (QDEF) | 0.0 | $472k | 5.9k | 79.98 |
|
|
| First Ban (FNLC) | 0.0 | $472k | 18k | 26.26 |
|
|
| First American Financial (FAF) | 0.0 | $471k | -3% | 7.3k | 64.24 |
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.0 | $468k | 9.7k | 48.42 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $467k | +19% | 1.8k | 262.18 |
|
| American Tower Reit (AMT) | 0.0 | $463k | -5% | 2.4k | 194.00 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $459k | NEW | 3.0k | 154.23 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $455k | -17% | 15k | 31.42 |
|
| Goldman Sachs (GS) | 0.0 | $446k | 560.00 | 796.35 |
|
|
| First Horizon National Corporation (FHN) | 0.0 | $443k | 20k | 22.76 |
|
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.0 | $443k | 11k | 41.11 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $443k | 3.6k | 122.45 |
|
|
| Danaher Corporation (DHR) | 0.0 | $441k | +63% | 2.2k | 198.55 |
|
| Ishares Tr Msci India Etf (INDA) | 0.0 | $435k | 8.4k | 52.06 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $431k | +10% | 14k | 31.27 |
|
| First Tr Exch Traded Fd Iii New York Muni (FMNY) | 0.0 | $429k | 16k | 26.48 |
|
|
| Evergy (EVRG) | 0.0 | $428k | +2% | 5.6k | 76.02 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $427k | 6.6k | 65.01 |
|
|
| Compania Cervecerias Unidas Sponsored Adr (CCU) | 0.0 | $425k | +12% | 35k | 12.12 |
|
| Henry Schein (HSIC) | 0.0 | $410k | 6.2k | 66.37 |
|
|
| Doubleline Etf Trust Asset Backed Sec (DABS) | 0.0 | $407k | NEW | 8.0k | 51.07 |
|
| Gentex Corporation (GNTX) | 0.0 | $391k | 14k | 28.30 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $390k | 4.4k | 89.37 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $388k | NEW | 7.2k | 53.87 |
|
| Nuveen Muni Value Fund (NUV) | 0.0 | $379k | 42k | 9.01 |
|
|
| Fiserv (FI) | 0.0 | $378k | -8% | 2.9k | 128.93 |
|
| Flexshares Tr Stoxx Globr Inf (NFRA) | 0.0 | $378k | 6.0k | 62.92 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $377k | -22% | 2.4k | 159.89 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $375k | 8.8k | 42.79 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $368k | +72% | 2.5k | 146.32 |
|
| Northwest Bancshares (NWBI) | 0.0 | $367k | +8% | 30k | 12.39 |
|
| Spdr Series Trust Nuveen Ice High (HYMB) | 0.0 | $363k | +20% | 15k | 24.93 |
|
| Blackstone Mtg Tr Com Cl A (BXMT) | 0.0 | $361k | +4% | 20k | 18.52 |
|
| Spdr Series Trust Portfolio Short (SPSB) | 0.0 | $351k | +15% | 12k | 30.29 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $345k | +28% | 11k | 31.91 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.0 | $344k | +7% | 16k | 20.93 |
|
| WesBan (WSBC) | 0.0 | $343k | 11k | 32.30 |
|
|
| Gaming & Leisure Pptys (GLPI) | 0.0 | $338k | NEW | 7.2k | 46.61 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $338k | 2.4k | 142.41 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $338k | 1.7k | 194.50 |
|
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $329k | NEW | 2.1k | 155.45 |
|
| Fidelity Covington Trust Divid Etf Risi (FDRR) | 0.0 | $326k | NEW | 5.6k | 58.62 |
|
| Servicenow (NOW) | 0.0 | $326k | NEW | 354.00 | 920.28 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $323k | 3.2k | 99.95 |
|
|
| Intel Corporation (INTC) | 0.0 | $323k | -33% | 9.6k | 33.55 |
|
| Shell Spon Ads (SHEL) | 0.0 | $318k | +13% | 4.4k | 71.54 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $314k | 654.00 | 479.82 |
|
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $312k | -25% | 6.4k | 49.04 |
|
| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.0 | $302k | 6.1k | 49.31 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $302k | 4.1k | 72.77 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $297k | +20% | 1.2k | 247.12 |
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $290k | +2% | 5.2k | 55.75 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $289k | 5.7k | 51.09 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $289k | 834.00 | 346.26 |
|
|
| Phillips 66 (PSX) | 0.0 | $289k | 2.1k | 136.03 |
|
|
| At&t (T) | 0.0 | $287k | -3% | 10k | 28.24 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.0 | $285k | NEW | 13k | 22.15 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $282k | 1.2k | 239.64 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $280k | 3.5k | 79.94 |
|
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $279k | 7.7k | 36.16 |
|
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.0 | $278k | 7.3k | 38.02 |
|
|
| Extra Space Storage (EXR) | 0.0 | $277k | +6% | 2.0k | 140.94 |
|
| First Interstate Bancsystem (FIBK) | 0.0 | $270k | 8.5k | 31.87 |
|
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.0 | $269k | -10% | 8.4k | 32.07 |
|
| Southside Bancshares (SBSI) | 0.0 | $265k | -9% | 9.4k | 28.25 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $262k | 7.2k | 36.35 |
|
|
| Canadian Natural Resources (CNQ) | 0.0 | $257k | NEW | 8.0k | 32.28 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $257k | 6.7k | 38.57 |
|
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $249k | +13% | 15k | 17.06 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $249k | 3.5k | 71.37 |
|
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $247k | NEW | 9.7k | 25.52 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $247k | +8% | 503.00 | 490.38 |
|
| Canadian Pacific Kansas City (CP) | 0.0 | $244k | 3.3k | 74.64 |
|
|
| Nvent Electric SHS (NVT) | 0.0 | $243k | NEW | 2.5k | 98.64 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $243k | 3.2k | 75.11 |
|
|
| First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) | 0.0 | $241k | 12k | 20.08 |
|
|
| Spdr Series Trust Bloomberg Invt (FLRN) | 0.0 | $238k | -7% | 7.7k | 30.86 |
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.0 | $238k | 2.7k | 88.14 |
|
|
| PNC Financial Services (PNC) | 0.0 | $238k | +8% | 1.2k | 200.93 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $238k | +19% | 2.6k | 91.43 |
|
| Valero Energy Corporation (VLO) | 0.0 | $237k | NEW | 1.4k | 170.22 |
|
| Trane Technologies SHS (TT) | 0.0 | $237k | 562.00 | 421.96 |
|
|
| FirstEnergy (FE) | 0.0 | $237k | 5.2k | 45.82 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $236k | 3.7k | 62.97 |
|
|
| Federal Agric Mtg Corp CL C (AGM) | 0.0 | $233k | 1.4k | 167.98 |
|
|
| Ge Vernova (GEV) | 0.0 | $231k | NEW | 376.00 | 614.22 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.0 | $227k | NEW | 2.5k | 91.75 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.0 | $226k | 3.5k | 63.83 |
|
|
| Dominion Resources (D) | 0.0 | $223k | NEW | 3.6k | 61.17 |
|
| Steris Shs Usd (STE) | 0.0 | $223k | 900.00 | 247.44 |
|
|
| MetLife (MET) | 0.0 | $221k | NEW | 2.7k | 82.37 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $221k | 850.00 | 259.60 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $218k | NEW | 2.4k | 91.42 |
|
| Pulte (PHM) | 0.0 | $218k | NEW | 1.6k | 132.35 |
|
| Intuit (INTU) | 0.0 | $217k | +24% | 317.00 | 683.86 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $215k | NEW | 1.1k | 201.53 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $212k | NEW | 6.7k | 31.62 |
|
| Becton, Dickinson and (BDX) | 0.0 | $210k | NEW | 1.1k | 187.17 |
|
| SYSCO Corporation (SYY) | 0.0 | $210k | -10% | 2.6k | 82.34 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $204k | NEW | 4.4k | 46.81 |
|
| Equinix (EQIX) | 0.0 | $204k | 260.00 | 783.24 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $203k | NEW | 2.6k | 76.72 |
|
| United Bankshares (UBSI) | 0.0 | $203k | NEW | 5.4k | 37.58 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $201k | NEW | 4.8k | 42.37 |
|
| Neogenomics Com New (NEO) | 0.0 | $83k | 11k | 7.72 |
|
|
| Sundial Growers (SNDL) | 0.0 | $27k | 10k | 2.68 |
|
|
| Adagio Therapeutics (IVVD) | 0.0 | $11k | 10k | 1.10 |
|
Past Filings by Naples Global Advisors
SEC 13F filings are viewable for Naples Global Advisors going back to 2013
- Naples Global Advisors 2025 Q3 filed Oct. 30, 2025
- Naples Global Advisors 2025 Q2 filed July 18, 2025
- Naples Global Advisors 2025 Q1 filed April 10, 2025
- Naples Global Advisors 2024 Q4 filed Jan. 29, 2025
- Naples Global Advisors 2024 Q3 filed Oct. 24, 2024
- Naples Global Advisors 2024 Q2 filed July 18, 2024
- Naples Global Advisors 2024 Q1 filed April 29, 2024
- Naples Global Advisors 2023 Q4 filed Jan. 11, 2024
- Naples Global Advisors 2023 Q3 filed Oct. 16, 2023
- Naples Global Advisors 2023 Q2 filed July 17, 2023
- Naples Global Advisors 2022 Q4 restated filed April 17, 2023
- Naples Global Advisors 2023 Q1 filed April 17, 2023
- Naples Global Advisors 2022 Q4 filed Jan. 20, 2023
- Naples Global Advisors 2022 Q3 filed Oct. 20, 2022
- Naples Global Advisors 2022 Q2 filed Aug. 11, 2022
- Naples Global Advisors 2022 Q1 filed April 28, 2022