NAPLES GLOBAL ADVISORS, LLC

Q4 2024 13F Holdings

  • Location
    naples, FL
  • Num holdings

    403

  • Value ($000)

    $1,069,103

  • Date Filed
    01/29/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$47.33M
4 %

189,020

AVGO
AVGO

BROADCOM INC

COM
11135F101
$30.47M
3 %

131,444

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$30.21M
3 %

71,662

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$23.41M
2 %

39,762

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$21.04M
2 %

39,056

TSM
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$21.01M
2 %

106,061

VV
VV

VANGUARD INDEX FDS

LARGE CAP ETF
922908637
$16.82M
2 %

62,352

SCHF
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$16.18M
2 %

874,406

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$15.98M
2 %

66,675

HD
HD

HOME DEPOT INC

COM
437076102
$12.97M
1 %

33,341

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