Naples Global Advisors LLC

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Assets, Funds, Holdings

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Naples Global Advisors LLC
CRD #158544
SEC #801-72600
CIK #
AUM $596.9 MM (98% Disc, 100% US)
Employees12 (58% Investors, 0% Brokers)
Phone239-776-7900
Address720 5th Avenue South
Naples, FL 34102
Source IAPDexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
VV 8.9
BA 226,000.0 7.0
AAPL 843,560.0 6.5
PG 249,110.0 6.3
ITOT 6.3
MSFT 865,660.0 5.8
TSM 200,390.0 4.1
IXUS 3.8
EFA 3.8
SPY 3.7
View All
Holdings by Sector ($BB)
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