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| Happy Holidays!! thanks for using AUM13F!! |
| Naples Global Advisors LLC
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| CRD # | 158544 |
| SEC # | 801-72600 |
| CIK # | 0001582151 |
| AUM | $1.7 B (2025-03-27) |
| Employees | 18 (56% Investors, 0% Brokers) |
| Phone | 239-776-7900 |
| Address | 720 5th Avenue South Naples, FL 34102 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 39.2 | ||
| Microsoft Corp | 36.0 | ||
| Broadcom Inc | 33.3 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 23.3 | ||
| J P Morgan Chase & Co | 19.4 | ||
| Corning Inc /NY | 12.3 | ||
| Home Depot Inc | 12.2 | ||
| Oracle Corp | 11.8 | ||
| Exxon Mobil Corp | 11.1 | ||
| Cisco Systems Inc | 9.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 9.8 |
| (b) Individuals (high net worth individuals) | 255 | 1,611.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 4.6 |
| (h) Charitable organizations | 11 | 19.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 9.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,688 | 1,654.7 |
| By Discretionary | ||
| Discretionary | 1,344 | 1,606.0 |
| Non-Discretionary | 344 | 48.7 |
| Total | 1,688 | 1,654.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,654.7 | |
| Total | 1,688 | 1,654.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001582151] |
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|---|---|---|
|
Terry McDaniel & Company
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|
TX | 1.8 |
|
Adell Harriman & Carpenter Inc
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TX | 1.8 |
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Tortoise Investment Management LLC
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NY | 1.7 |
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Vectorglobal IAG Inc
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FL | 1.7 |
|
Adviceone Advisory Services LLC
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CT | 1.7 |
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Diversified Portfolios Inc
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MI | 1.7 |
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Citrin Cooperman Wealth Management LLC
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|
NY | 1.6 |
|
Young Richard C & Co Ltd
✚
|
RI | 1.6 |
|
Blue Chip Partners LLC
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|
MI | 1.5 |
|
Healthequity Advisors LLC
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|
UT | 1.5 |