NAPLES GLOBAL ADVISORS, LLC

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$788.04M
13F filings
3
Latest filing
Apr 17, 2023

Top 10 holdings

AAPL $23.39M
2.97% of AUM
MSFT $17.70M
2.25% of AUM
PG $16.51M
2.10% of AUM
VV $13.15M
1.67% of AUM
VOO $11.52M
1.46% of AUM
MRK $10.66M
1.35% of AUM
HD $10.54M
1.34% of AUM
IVV $9.26M
1.18% of AUM
AVGO $8.65M
1.10% of AUM
ABBV $8.56M
1.09% of AUM

About this filer

FilingIQ has indexed 3 quarterly Form 13F filings from NAPLES GLOBAL ADVISORS, LLC. Reported assets under management total $788.04M.

View live NAPLES GLOBAL ADVISORS, LLC filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does NAPLES GLOBAL ADVISORS, LLC have under management?
Per NAPLES GLOBAL ADVISORS, LLC's most recent SEC Form 13F filing dated Apr 17, 2023, total assets under management are $788.04M. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has NAPLES GLOBAL ADVISORS, LLC submitted?
FilingIQ has indexed 3 quarterly Form 13F filings from NAPLES GLOBAL ADVISORS, LLC. Filings are due 45 days after quarter-end.
Where does NAPLES GLOBAL ADVISORS, LLC's holdings data come from?
Every position shown on this page sources back to NAPLES GLOBAL ADVISORS, LLC's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.