NAPLES GLOBAL ADVISORS, LLC Q3 2023 Filing

Filed October 16, 2023

Portfolio Value

$825.2B

Holdings

398

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (398 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
206,618$35K0.00%
2
MSFTMICROSOFT CORP
75,676$23K0.00%
3
VOOVANGUARD INDEX FDS
35,909$14K0.00%
4
VVVANGUARD INDEX FDS
69,159$13K0.00%
5
AVGOBROADCOM INC
15,135$12K0.00%
6
IVVISHARES TR
28,323$12K0.00%
7
SCHFSCHWAB STRATEGIC TR
330,798$11K0.00%
8
HDHOME DEPOT INC
33,690$10K0.00%
9
AMGNAMGEN INC
34,370$9K0.00%
10
JPMJPMORGAN CHASE & CO
68,137$9K0.00%
11
TSMTAIWAN SEMICONDUCTOR MFG LTD
110,356$9K0.00%
12
MRKMERCK & CO INC
96,047$9K0.00%
13
IJHISHARES TR
32,611$8K0.00%
14
SCHESCHWAB STRATEGIC TR
343,901$8K0.00%
15
XOMEXXON MOBIL CORP
73,381$8K0.00%
16
CSCOCISCO SYS INC
134,609$7K0.00%
17
PKGPACKAGING CORP AMER
46,854$7K0.00%
18
ADIANALOG DEVICES INC
40,648$7K0.00%
19
LLYELI LILLY & CO
14,272$7K0.00%
20
ABBVABBVIE INC
51,584$7K0.00%
21
ACNACCENTURE PLC IRELAND
25,199$7K0.00%
22
GLWCORNING INC
233,128$7K0.00%
23
WSOWATSCO INC
17,953$6K0.00%
24
MCHPMICROCHIP TECHNOLOGY INC.
77,945$6K0.00%
25
ITOTISHARES TR
64,218$6K0.00%
26
PAYXPAYCHEX INC
56,116$6K0.00%
27
JNJJOHNSON & JOHNSON
43,096$6K0.00%
28
PGPROCTER AND GAMBLE CO
43,580$6K0.00%
29
UNHUNITEDHEALTH GROUP INC
12,445$6K0.00%
30
INTCINTEL CORP
146,036$5K0.00%
31
LRCXEURLAM RESEARCH CORP
8,215$5K0.00%
32
IGFISHARES TR
127,683$5K0.00%
33
MDTMEDTRONIC PLC
69,467$5K0.00%
34
ALBALBEMARLE CORP
34,661$5K0.00%
35
INFYINFOSYS LTD
338,676$5K0.00%
36
VGTVANGUARD WORLD FDS
12,972$5K0.00%
37
IWDISHARES TR
34,645$5K0.00%
38
UPSUNITED PARCEL SERVICE INC
38,319$5K0.00%
39
RIORIO TINTO PLC
87,796$5K0.00%
40
SPYSPDR S&P 500 ETF TR
12,893$5K0.00%
41
ORCLORACLE CORP
49,583$5K0.00%
42
AMATAPPLIED MATLS INC
37,521$5K0.00%
43
LMTLOCKHEED MARTIN CORP
13,120$5K0.00%
44
FQIDIGITAL RLTY TR INC
42,243$5K0.00%
45
AMZNAMAZON COM INC
31,540$4K0.00%
46
SAPSAP SE
34,054$4K0.00%
47
MCDMCDONALDS CORP
18,068$4K0.00%
48
IJRISHARES TR
42,224$4K0.00%
49
AMDADVANCED MICRO DEVICES INC
39,254$4K0.00%
50
SOSOUTHERN CO
72,983$4K0.00%
51
ULSTSSGA ACTIVE ETF TR
104,134$4K0.00%
52
QCOMQUALCOMM INC
36,284$4K0.00%
53
BXBLACKSTONE INC
44,893$4K0.00%
54
TXNTEXAS INSTRS INC
26,184$4K0.00%
55
CVXCHEVRON CORP NEW
26,400$4K0.00%
56
BLKCHFBLACKROCK INC
7,723$4K0.00%
57
NEARISHARES U S ETF TR
98,482$4K0.00%
58
VUSBVANGUARD BD INDEX FDS
98,650$4K0.00%
59
LDOSLEIDOS HOLDINGS INC
54,068$4K0.00%
60
BSVVANGUARD BD INDEX FDS
59,091$4K0.00%
61
VWOVANGUARD INTL EQUITY INDEX F
90,751$3K0.00%
62
PFEPFIZER INC
109,164$3K0.00%
63
KLACKLA CORP
8,415$3K0.00%
64
SBUXSTARBUCKS CORP
36,443$3K0.00%
65
AZNASTRAZENECA PLC
44,703$3K0.00%
66
VCSHVANGUARD SCOTTSDALE FDS
41,951$3K0.00%
67
AXPAMERICAN EXPRESS CO
21,554$3K0.00%
68
VTIVANGUARD INDEX FDS
17,967$3K0.00%
69
PFFDGLOBAL X FDS
190,314$3K0.00%
70
8CWCROWN CASTLE INC
39,011$3K0.00%
71
NEENEXTERA ENERGY INC
57,545$3K0.00%
72
CTVACORTEVA INC
77,672$3K0.00%
73
REETISHARES TR
172,289$3K0.00%
74
BMYBRISTOL-MYERS SQUIBB CO
65,949$3K0.00%
75
MGICMAGIC SOFTWARE ENTERPRISES L
323,860$3K0.00%
76
IXUSISHARES TR
55,134$3K0.00%
77
CMCANADIAN IMPERIAL BK COMM TO
86,991$3K0.00%
78
LINLINDE PLC
9,750$3K0.00%
79
SCHWSCHWAB CHARLES CORP
63,558$3K0.00%
80
PEPPEPSICO INC
23,276$3K0.00%
81
EMREMERSON ELEC CO
23,743$2K0.00%
82
ABTABBOTT LABS
24,313$2K0.00%
83
CSXCSX CORP
86,965$2K0.00%
84
KMBKIMBERLY-CLARK CORP
19,130$2K0.00%
85
FFWMFIRST FNDTN INC
362,525$2K0.00%
86
GOOGLALPHABET INC
17,975$2K0.00%
87
SHYGISHARES TR
62,653$2K0.00%
88
RTXRTX CORPORATION
39,426$2K0.00%
89
MDYSPDR S&P MIDCAP 400 ETF TR
5,695$2K0.00%
90
VEAVANGUARD TAX-MANAGED FDS
61,050$2K0.00%
91
CVSCVS HEALTH CORP
38,733$2K0.00%
92
ULUNILEVER PLC
56,184$2K0.00%
93
MUBISHARES TR
25,688$2K0.00%
94
NVDANVIDIA CORPORATION
4,886$2K0.00%
95
IBMINTERNATIONAL BUSINESS MACHS
16,306$2K0.00%
96
CATCATERPILLAR INC
10,404$2K0.00%
97
APDAIR PRODS & CHEMS INC
8,321$2K0.00%
98
DEODIAGEO PLC
16,540$2K0.00%
99
INGRINGREDION INC
23,923$2K0.00%
100
CMCSACOMCAST CORP NEW
55,411$2K0.00%
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