NAPLES GLOBAL ADVISORS, LLC
Q2 2024 13F Holdings
- Locationnaples, FL
- Num holdings
393
- Value ($000)
$996,550
- Date Filed07/18/2024
- Form type13F-HR
- CIK0001582151
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $41.68 M | 4 % | 197,908 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $32.22 M | 3 % | 72,082 | ||
AVGO BROADCOM INC | COM | 11135F101 | $22.16 M | 2 % | 13,804 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $19.22 M | 2 % | 35,121 | ||
TSM TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $18.98 M | 2 % | 108,889 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $18.45 M | 2 % | 36,759 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $16.50 M | 2 % | 65,882 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $15.49 M | 2 % | 399,443 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $13.57 M | 1 % | 67,104 | ||
MRK MERCK & CO INC | COM | 58933Y105 | $11.82 M | 1 % | 94,919 |
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