NAPLES GLOBAL ADVISORS, LLC

Q3 2025 13F Holdings

  • Location
    naples, FL
  • Num holdings

    436

  • Value ($000)

    $1,284,129

  • Date Filed
    10/30/2025
  • Form type
    13F-HR
  • CIK
    0001582151
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$47.79 M
4 %

187,700

AVGO
AVGO

BROADCOM INC

COM
11135F101
$39.51 M
3 %

119,760

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$38.49 M
3 %

74,321

TSM
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$28.39 M
2 %

101,368

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$27.66 M
2 %

41,326

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$25.01 M
2 %

40,727

SCHF
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$23.22 M
2 %

997,351

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$21.74 M
2 %

68,920

VV
VV

VANGUARD INDEX FDS

LARGE CAP ETF
922908637
$18.73 M
2 %

60,693

GLW
GLW

CORNING INC

COM
219350105
$18.66 M
2 %

227,520

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 436