Naples Global Advisors LLC

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Assets, Funds, Holdings

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CAFR Data
Naples Global Advisors LLC
CRD #158544
SEC #801-72600
CIK #
AUM $596.9 MM (98% Disc, 100% US)
Employees12 (58% Investors, 0% Brokers)
Phone239-776-7900
Address720 5th Avenue South
Naples, FL 34102
Source [IAPD] [Website]
Total AUM ($MM)
60048036024012002011201420172020
Sector Holding Cap ($MM) Value ($MM)
VV8.6
BA226,000.07.5
MSFT865,660.07.2
AAPL843,560.06.7
PG249,110.06.6
ITOT6.0
MRK208,740.04.4
AMGN114,590.04.3
TSM200,390.03.9
INTC239,910.03.9
View All
Holdings by Sector ($)
0.40.30.20.20.10.02014201620182020
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