NAPLES GLOBAL ADVISORS, LLC Q1 2024 Filing

Filed April 29, 2024

Portfolio Value

$976.9B

Holdings

408

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (408 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
200,864$34K0.00%
2
MSFTMICROSOFT CORP
72,528$30K0.00%
3
AVGOBROADCOM INC
14,031$18K0.00%
4
IVVISHARES TR
33,877$17K0.00%
5
VOOVANGUARD INDEX FDS
36,355$17K0.00%
6
VVVANGUARD INDEX FDS
66,212$15K0.00%
7
SCHFSCHWAB STRATEGIC TR
378,789$14K0.00%
8
TSMTAIWAN SEMICONDUCTOR MFG LTD
109,754$14K0.00%
9
JPMJPMORGAN CHASE & CO
67,587$13K0.00%
10
HDHOME DEPOT INC
33,305$12K0.00%
11
MRKMERCK & CO INC
95,541$12K0.00%
12
LLYELI LILLY & CO
13,328$10K0.00%
13
SCHESCHWAB STRATEGIC TR
368,074$9K0.00%
14
IJHISHARES TR
162,720$9K0.00%
15
ABBVABBVIE INC
49,530$9K0.00%
16
AMGNAMGEN INC
34,420$9K0.00%
17
XOMEXXON MOBIL CORP
75,481$8K0.00%
18
ACNACCENTURE PLC IRELAND
25,253$8K0.00%
19
PKGPACKAGING CORP AMER
45,287$8K0.00%
20
ADIANALOG DEVICES INC
40,809$8K0.00%
21
LRCXEURLAM RESEARCH CORP
7,476$7K0.00%
22
ITOTISHARES TR
62,808$7K0.00%
23
PGPROCTER AND GAMBLE CO
43,275$7K0.00%
24
AMATAPPLIED MATLS INC
36,630$7K0.00%
25
LDOSLEIDOS HOLDINGS INC
55,995$7K0.00%
26
JNJJOHNSON & JOHNSON
44,445$7K0.00%
27
GLWCORNING INC
235,639$7K0.00%
28
WSOWATSCO INC
16,793$7K0.00%
29
AMDADVANCED MICRO DEVICES INC
38,497$6K0.00%
30
UPSUNITED PARCEL SERVICE INC
43,409$6K0.00%
31
INTCINTEL CORP
149,995$6K0.00%
32
ALBALBEMARLE CORP
47,982$6K0.00%
33
IWDISHARES TR
37,785$6K0.00%
34
RIORIO TINTO PLC
92,216$6K0.00%
35
LMTLOCKHEED MARTIN CORP
13,252$6K0.00%
36
BLKCHFBLACKROCK INC
7,806$6K0.00%
37
INFYINFOSYS LTD
344,801$6K0.00%
38
SAPSAP SE
33,836$6K0.00%
39
VGTVANGUARD WORLD FD
12,699$6K0.00%
40
MCHPMICROCHIP TECHNOLOGY INC.
77,889$6K0.00%
41
UNHUNITEDHEALTH GROUP INC
13,580$6K0.00%
42
MDTMEDTRONIC PLC
72,992$6K0.00%
43
ORCLORACLE CORP
52,600$6K0.00%
44
PAYXPAYCHEX INC
56,495$6K0.00%
45
CSCOCISCO SYS INC
138,733$6K0.00%
46
BXBLACKSTONE INC
43,458$5K0.00%
47
CTVACORTEVA INC
88,701$5K0.00%
48
AXPAMERICAN EXPRESS CO
22,199$5K0.00%
49
SOSOUTHERN CO
74,126$5K0.00%
50
FQIDIGITAL RLTY TR INC
40,514$5K0.00%
51
IGFISHARES TR
124,943$5K0.00%
52
MCDMCDONALDS CORP
18,277$5K0.00%
53
KLACKLA CORP
7,700$5K0.00%
54
QCOMQUALCOMM INC
35,028$5K0.00%
55
NEENEXTERA ENERGY INC
86,649$5K0.00%
56
PFFDGLOBAL X FDS
259,557$5K0.00%
57
AMZNAMAZON COM INC
30,007$5K0.00%
58
SPYSPDR S&P 500 ETF TR
9,862$5K0.00%
59
VTIVANGUARD INDEX FDS
18,483$4K0.00%
60
IJRISHARES TR
45,066$4K0.00%
61
LINLINDE PLC
9,705$4K0.00%
62
CMCANADIAN IMPERIAL BK COMM TO
87,487$4K0.00%
63
8CWCROWN CASTLE INC
41,830$4K0.00%
64
NVDANVIDIA CORPORATION
4,513$4K0.00%
65
TXNTEXAS INSTRS INC
26,427$4K0.00%
66
BMYBRISTOL-MYERS SQUIBB CO
82,803$4K0.00%
67
REETISHARES TR
201,114$4K0.00%
68
PEPPEPSICO INC
24,724$4K0.00%
69
SCHWSCHWAB CHARLES CORP
66,451$4K0.00%
70
VEAVANGUARD TAX-MANAGED FDS
86,297$4K0.00%
71
CVXCHEVRON CORP NEW
28,095$4K0.00%
72
RTXRTX CORPORATION
42,301$4K0.00%
73
SCHBSCHWAB STRATEGIC TR
56,929$3K0.00%
74
EMREMERSON ELEC CO
26,798$3K0.00%
75
MUMICRON TECHNOLOGY INC
32,924$3K0.00%
76
DYHTARGET CORP
21,741$3K0.00%
77
VWOVANGUARD INTL EQUITY INDEX F
95,141$3K0.00%
78
GOOGALPHABET INC
22,536$3K0.00%
79
AZNASTRAZENECA PLC
53,408$3K0.00%
80
SPYMSPDR SER TR
56,349$3K0.00%
81
SCHXSCHWAB STRATEGIC TR
52,686$3K0.00%
82
PFEPFIZER INC
126,128$3K0.00%
83
CATCATERPILLAR INC
10,216$3K0.00%
84
MUBISHARES TR
34,553$3K0.00%
85
MGICMAGIC SOFTWARE ENTERPRISES L
264,480$3K0.00%
86
SBUXSTARBUCKS CORP
40,643$3K0.00%
87
SONSONOCO PRODS CO
56,220$3K0.00%
88
IBMINTERNATIONAL BUSINESS MACHS
16,224$3K0.00%
89
BSVVANGUARD BD INDEX FDS
51,163$3K0.00%
90
CSXCSX CORP
90,325$3K0.00%
91
UNMUNUM GROUP
38,166$2K0.00%
92
SPMDSPDR SER TR
39,736$2K0.00%
93
HESMHESS MIDSTREAM LP
61,920$2K0.00%
94
LNCLINCOLN NATL CORP IND
63,945$2K0.00%
95
APDAIR PRODS & CHEMS INC
11,650$2K0.00%
96
JXNJACKSON FINANCIAL INC
43,611$2K0.00%
97
STMSTMICROELECTRONICS N V
50,701$2K0.00%
98
CMCSACOMCAST CORP NEW
59,984$2K0.00%
99
UNPUNION PAC CORP
9,733$2K0.00%
100
BWXTBWX TECHNOLOGIES INC
25,869$2K0.00%
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