$591 Million is the total value of NAPLES GLOBAL ADVISORS, LLC's 354 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 3.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $23,651,000 | +13.9% | 178,245 | -0.6% | 4.00% | -1.2% |
| PG | Sell | PROCTER AND GAMBLE CO | $16,844,000 | -2.9% | 121,055 | -3.0% | 2.85% | -15.8% |
| MSFT | Sell | MICROSOFT CORP | $15,052,000 | +5.6% | 67,672 | -0.2% | 2.54% | -8.4% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $11,492,000 | +28.7% | 105,394 | -4.3% | 1.94% | +11.7% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $8,173,000 | +8.2% | 94,790 | -5.3% | 1.38% | -6.2% |
| HD | Sell | HOME DEPOT INC | $6,118,000 | -6.1% | 23,033 | -1.8% | 1.04% | -18.4% |
| AVGO | Sell | BROADCOM INC | $6,025,000 | +18.6% | 13,761 | -1.3% | 1.02% | +2.9% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $5,941,000 | +21.0% | 25,851 | -2.4% | 1.00% | +5.0% |
| DIS | Sell | DISNEY WALT CO | $5,873,000 | +44.5% | 32,415 | -1.0% | 0.99% | +25.4% |
| PKG | Sell | PACKAGING CORP AMER | $5,865,000 | +26.0% | 42,527 | -0.3% | 0.99% | +9.4% |
| AMGN | Sell | AMGEN INC | $5,439,000 | -13.7% | 23,654 | -4.6% | 0.92% | -25.1% |
| ADI | Sell | ANALOG DEVICES INC | $5,249,000 | +24.9% | 35,530 | -1.3% | 0.89% | +8.4% |
| INFY | Sell | INFOSYS LTDsponsored adr | $5,217,000 | +22.0% | 307,780 | -0.6% | 0.88% | +5.8% |
| PAYX | Sell | PAYCHEX INC | $5,097,000 | +16.3% | 54,698 | -0.5% | 0.86% | +0.8% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $4,894,000 | +8.9% | 13,090 | -2.5% | 0.83% | -5.5% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $4,891,000 | +0.9% | 29,043 | -0.2% | 0.83% | -12.5% |
| ALB | Sell | ALBEMARLE CORP | $4,613,000 | +58.3% | 31,272 | -4.2% | 0.78% | +37.3% |
| BLK | Sell | BLACKROCK INC | $4,468,000 | +27.2% | 6,192 | -0.6% | 0.76% | +10.4% |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $4,290,000 | +31.6% | 31,065 | -2.0% | 0.72% | +14.2% |
| JNJ | Sell | JOHNSON & JOHNSON | $4,196,000 | +1.5% | 26,663 | -4.0% | 0.71% | -11.9% |
| IXUS | Sell | ISHARES TRcore msci total | $4,008,000 | +7.5% | 59,657 | -6.7% | 0.68% | -6.7% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $3,999,000 | +5.6% | 20,544 | -7.6% | 0.68% | -8.4% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $3,915,000 | +11.6% | 11,163 | -0.8% | 0.66% | -3.2% |
| MCD | Sell | MCDONALDS CORP | $3,720,000 | -2.7% | 17,338 | -0.5% | 0.63% | -15.7% |
| LMT | Sell | LOCKHEED MARTIN CORP | $3,516,000 | -7.6% | 9,905 | -0.3% | 0.60% | -19.8% |
| AQN | Sell | ALGONQUIN PWR UTILS CORP | $3,288,000 | +11.4% | 199,755 | -1.6% | 0.56% | -3.3% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $3,264,000 | +10.3% | 35,876 | -3.5% | 0.55% | -4.3% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $3,255,000 | -0.9% | 64,966 | -14.4% | 0.55% | -14.1% |
| SBUX | Sell | STARBUCKS CORP | $3,214,000 | +22.3% | 30,040 | -1.8% | 0.54% | +6.1% |
| LRCX | Sell | LAM RESEARCH CORP | $3,165,000 | +33.9% | 6,702 | -5.9% | 0.54% | +16.1% |
| XLNX | Sell | XILINX INC | $3,161,000 | +34.6% | 22,296 | -1.1% | 0.54% | +16.8% |
| WSO | Sell | WATSCO INC | $3,040,000 | -4.3% | 13,417 | -1.7% | 0.51% | -17.0% |
| PEP | Sell | PEPSICO INC | $3,021,000 | +5.0% | 20,369 | -1.9% | 0.51% | -8.9% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $2,710,000 | +13.5% | 6,453 | -8.5% | 0.46% | -1.7% |
| LIN | Sell | LINDE PLC | $2,640,000 | +8.3% | 10,020 | -2.1% | 0.45% | -6.1% |
| LLY | Sell | LILLY ELI & CO | $2,480,000 | +11.3% | 14,686 | -2.5% | 0.42% | -3.7% |
| AMAT | Sell | APPLIED MATLS INC | $2,446,000 | +42.5% | 28,345 | -1.8% | 0.41% | +23.6% |
| BA | Sell | BOEING CO | $2,443,000 | +23.9% | 11,414 | -4.4% | 0.41% | +7.6% |
| NSC | Sell | NORFOLK SOUTHN CORP | $2,411,000 | +2.6% | 10,145 | -7.7% | 0.41% | -10.9% |
| USB | Sell | US BANCORP DEL | $2,268,000 | +28.6% | 48,673 | -1.0% | 0.38% | +11.6% |
| TGT | Sell | TARGET CORP | $2,248,000 | +9.5% | 12,734 | -2.3% | 0.38% | -5.0% |
| T | Sell | AT&T INC | $2,191,000 | -6.3% | 76,175 | -7.1% | 0.37% | -18.9% |
| CSX | Sell | CSX CORP | $2,169,000 | +16.0% | 23,900 | -0.7% | 0.37% | +0.5% |
| CLX | Sell | CLOROX CO DEL | $2,152,000 | -8.7% | 10,657 | -5.0% | 0.36% | -20.9% |
| DEO | Sell | DIAGEO PLCspon adr new | $2,059,000 | +13.6% | 12,963 | -1.5% | 0.35% | -1.4% |
| AXP | Sell | AMERICAN EXPRESS CO | $1,908,000 | +17.3% | 15,780 | -2.7% | 0.32% | +1.9% |
| WMT | Sell | WALMART INC | $1,786,000 | -1.5% | 12,389 | -4.5% | 0.30% | -14.7% |
| DLB | Sell | DOLBY LABORATORIES INC | $1,761,000 | +45.5% | 18,135 | -0.7% | 0.30% | +26.3% |
| EVA | Sell | ENVIVA PARTNERS LP | $1,746,000 | +12.1% | 38,449 | -0.6% | 0.30% | -3.0% |
| XOM | Sell | EXXON MOBIL CORP | $1,629,000 | +11.7% | 39,512 | -7.0% | 0.28% | -3.2% |
| HUN | Sell | HUNTSMAN CORP | $1,621,000 | +8.0% | 64,469 | -4.6% | 0.27% | -6.5% |
| EMR | Sell | EMERSON ELEC CO | $1,589,000 | +21.8% | 19,775 | -0.6% | 0.27% | +5.9% |
| DG | Sell | DOLLAR GEN CORP NEW | $1,562,000 | -9.2% | 7,428 | -9.4% | 0.26% | -21.2% |
| IWR | Sell | ISHARES TRrus mid cap etf | $1,529,000 | -2.9% | 22,300 | -18.8% | 0.26% | -15.6% |
| IX | Sell | ORIX CORPsponsored adr | $1,526,000 | +18.5% | 19,735 | -4.1% | 0.26% | +2.8% |
| DOW | Sell | DOW INC | $1,459,000 | +16.3% | 26,280 | -1.4% | 0.25% | +1.2% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $1,453,000 | +1.5% | 22,660 | -12.4% | 0.25% | -11.8% |
| SPSB | Sell | SPDR SER TRportfolio short | $1,427,000 | -9.7% | 45,438 | -9.8% | 0.24% | -21.8% |
| CBRL | Sell | CRACKER BARREL OLD CTRY STOR | $1,398,000 | -3.5% | 10,599 | -16.1% | 0.24% | -16.3% |
| CAT | Sell | CATERPILLAR INC | $1,387,000 | +20.5% | 7,619 | -1.2% | 0.24% | +4.9% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,364,000 | +19.0% | 778 | -0.5% | 0.23% | +3.6% |
| HON | Sell | HONEYWELL INTL INC | $1,339,000 | +23.8% | 6,296 | -4.2% | 0.23% | +7.1% |
| IVOO | Sell | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $1,293,000 | +19.3% | 8,310 | -3.8% | 0.22% | +3.8% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,243,000 | +6.3% | 5,361 | -2.4% | 0.21% | -7.9% |
| MIC | Sell | MACQUARIE INFRASTRUCTURE COR | $1,172,000 | +26.3% | 31,213 | -9.6% | 0.20% | +9.4% |
| BMO | Sell | BANK MONTREAL QUE | $1,131,000 | +25.5% | 14,877 | -3.6% | 0.19% | +8.5% |
| BXMT | Sell | BLACKSTONE MTG TR INC | $1,114,000 | +23.2% | 40,467 | -1.6% | 0.19% | +6.8% |
| CNP | Sell | CENTERPOINT ENERGY INC | $1,106,000 | +4.7% | 51,122 | -6.3% | 0.19% | -9.2% |
| O | Sell | REALTY INCOME CORP | $1,099,000 | +1.7% | 17,671 | -0.7% | 0.19% | -11.8% |
| GIS | Sell | GENERAL MLS INC | $1,085,000 | -5.1% | 18,444 | -0.5% | 0.18% | -17.9% |
| IEMG | Sell | ISHARES INCcore msci emkt | $1,054,000 | +8.8% | 16,994 | -7.4% | 0.18% | -5.8% |
| SWK | Sell | STANLEY BLACK & DECKER INC | $1,035,000 | +8.6% | 5,795 | -1.3% | 0.18% | -5.9% |
| MCO | Sell | MOODYS CORP | $1,015,000 | -1.0% | 3,497 | -1.1% | 0.17% | -14.0% |
| SNY | Sell | SANOFIsponsored adr | $1,015,000 | -4.3% | 20,893 | -1.2% | 0.17% | -16.9% |
| ARCC | Sell | ARES CAPITAL CORP | $997,000 | +8.1% | 59,002 | -10.7% | 0.17% | -6.1% |
| DGRO | Sell | ISHARES TRcore div grwth | $985,000 | +4.5% | 21,978 | -7.3% | 0.17% | -9.2% |
| FLRN | Sell | SPDR SER TRblomberg brc inv | $956,000 | -5.1% | 31,265 | -5.1% | 0.16% | -17.3% |
| GPC | Sell | GENUINE PARTS CO | $946,000 | +2.8% | 9,418 | -2.5% | 0.16% | -10.6% |
| AFL | Sell | AFLAC INC | $913,000 | +14.6% | 20,537 | -6.4% | 0.15% | -0.6% |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $904,000 | +10.0% | 4,782 | -1.2% | 0.15% | -4.4% |
| VFC | Sell | V F CORP | $894,000 | +3.7% | 10,465 | -14.7% | 0.15% | -10.1% |
| BHB | Sell | BAR HBR BANKSHARES | $889,000 | +8.7% | 39,338 | -1.1% | 0.15% | -5.7% |
| CAG | Sell | CONAGRA BRANDS INC | $874,000 | +0.2% | 24,090 | -1.3% | 0.15% | -12.9% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $856,000 | +20.6% | 9,315 | -7.9% | 0.14% | +5.1% |
| CHD | Sell | CHURCH & DWIGHT INC | $841,000 | -13.1% | 9,645 | -6.6% | 0.14% | -24.9% |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $810,000 | +14.2% | 9,890 | -3.2% | 0.14% | -0.7% |
| SBSI | Sell | SOUTHSIDE BANCSHARES INC | $797,000 | +26.9% | 25,700 | -0.1% | 0.14% | +10.7% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $797,000 | +7.1% | 13,243 | -7.1% | 0.14% | -6.9% |
| HTGC | Sell | HERCULES CAPITAL INC | $739,000 | +18.6% | 51,233 | -4.9% | 0.12% | +3.3% |
| TSLA | Sell | TESLA INC | $725,000 | -40.4% | 1,027 | -63.8% | 0.12% | -48.1% |
| ENB | Sell | ENBRIDGE INC | $712,000 | +8.9% | 22,267 | -0.5% | 0.12% | -5.5% |
| COST | Sell | COSTCO WHSL CORP NEW | $693,000 | +5.6% | 1,840 | -0.4% | 0.12% | -8.6% |
| EPI | Sell | WISDOMTREE TRindia erngs fd | $671,000 | +18.3% | 22,975 | -4.4% | 0.11% | +1.8% |
| FNLC | Sell | FIRST BANCORP INC ME | $664,000 | +15.7% | 26,130 | -4.1% | 0.11% | 0.0% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $654,000 | +7.9% | 5,676 | -6.4% | 0.11% | -5.9% |
| CCEP | Sell | COCA COLA EUROPEAN PARTNERS | $630,000 | +23.0% | 12,645 | -4.2% | 0.11% | +7.0% |
| EBMT | Sell | EAGLE BANCORP MONT INC | $618,000 | +19.3% | 29,100 | -1.0% | 0.10% | +4.0% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $603,000 | -15.0% | 2,685 | -8.5% | 0.10% | -26.1% |
| FAST | Sell | FASTENAL CO | $591,000 | +6.1% | 12,110 | -2.0% | 0.10% | -8.3% |
| CQP | Sell | CHENIERE ENERGY PARTNERS LP | $560,000 | +4.1% | 15,889 | -1.9% | 0.10% | -9.5% |
| UMPQ | Sell | UMPQUA HLDGS CORP | $558,000 | +18.7% | 36,850 | -16.7% | 0.09% | +2.2% |
| ACWI | Sell | ISHARES TRmsci acwi etf | $547,000 | +10.7% | 6,030 | -2.4% | 0.09% | -4.2% |
| BAC | Sell | BK OF AMERICA CORP | $532,000 | +24.6% | 17,558 | -0.9% | 0.09% | +8.4% |
| LEG | Sell | LEGGETT & PLATT INC | $531,000 | +2.3% | 11,993 | -4.8% | 0.09% | -10.9% |
| Sell | US ECOLOGY INC | $510,000 | -17.7% | 14,035 | -26.0% | 0.09% | -28.9% | |
| HDV | Sell | ISHARES TRcore high dv etf | $489,000 | +3.4% | 5,576 | -5.1% | 0.08% | -9.8% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sr | $485,000 | -3.8% | 9,739 | -3.6% | 0.08% | -16.3% |
| CHL | Sell | CHINA MOBILE LIMITEDsponsored adr | $473,000 | -20.4% | 16,560 | -10.3% | 0.08% | -31.0% |
| COLB | Sell | COLUMBIA BKG SYS INC | $428,000 | +22.6% | 11,913 | -18.5% | 0.07% | +5.9% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $420,000 | -21.9% | 1,804 | -1.5% | 0.07% | -32.4% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $411,000 | +7.3% | 12,163 | -7.1% | 0.07% | -8.0% |
| MGU | Sell | MACQUARIE GLOBAL INFRASTRUCT | $407,000 | -12.8% | 20,060 | -24.7% | 0.07% | -24.2% |
| FHB | Sell | FIRST HAWAIIAN INC | $394,000 | +44.9% | 16,725 | -11.2% | 0.07% | +26.4% |
| HOLX | Sell | HOLOGIC INC | $381,000 | +4.1% | 5,230 | -4.9% | 0.06% | -9.9% |
| HOMB | Sell | HOME BANCSHARES INC | $379,000 | +21.9% | 19,460 | -5.1% | 0.06% | +4.9% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $371,000 | -8.4% | 3,200 | -12.3% | 0.06% | -20.3% |
| TJX | Sell | TJX COS INC NEW | $364,000 | +19.7% | 5,324 | -2.6% | 0.06% | +5.1% |
| PFF | Sell | ISHARES TRpfd and incm sec | $361,000 | -30.2% | 9,375 | -34.0% | 0.06% | -39.6% |
| UBSI | Sell | UNITED BANKSHARES INC WEST V | $361,000 | +38.3% | 11,150 | -8.2% | 0.06% | +19.6% |
| TFC | Sell | TRUIST FINL CORP | $355,000 | +17.2% | 7,397 | -7.1% | 0.06% | +1.7% |
| LSI | Sell | LIFE STORAGE INC | $356,000 | +8.5% | 2,980 | -4.5% | 0.06% | -6.2% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $349,000 | +0.6% | 5,975 | -13.1% | 0.06% | -13.2% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $325,000 | +7.6% | 2,305 | -1.7% | 0.06% | -6.8% |
| COP | Sell | CONOCOPHILLIPS | $317,000 | -9.2% | 7,916 | -25.6% | 0.05% | -20.6% |
| CRS | Sell | CARPENTER TECHNOLOGY CORP | $312,000 | +47.2% | 10,700 | -8.5% | 0.05% | +29.3% |
| ONB | Sell | OLD NATL BANCORP IND | $310,000 | +24.0% | 18,730 | -6.0% | 0.05% | +6.1% |
| MLPA | Sell | GLOBAL X FDSglbl x mlp etf | $309,000 | +6.6% | 11,257 | -14.8% | 0.05% | -8.8% |
| EEMV | Sell | ISHARES INCmsci emerg mrkt | $298,000 | +1.0% | 4,885 | -8.5% | 0.05% | -13.8% |
| KNOP | Sell | KNOT OFFSHORE PARTNERS LP | $287,000 | -15.8% | 19,063 | -27.9% | 0.05% | -25.8% |
| IUSV | Sell | ISHARES TRcore s&p us vlu | $289,000 | +7.0% | 4,655 | -6.2% | 0.05% | -7.5% |
| SCHC | Sell | SCHWAB STRATEGIC TRintl sceqt etf | $272,000 | +5.8% | 7,236 | -8.5% | 0.05% | -8.0% |
| INDA | Sell | ISHARES TRmsci india etf | $271,000 | +14.3% | 6,750 | -3.6% | 0.05% | 0.0% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $271,000 | +0.7% | 759 | -4.4% | 0.05% | -11.5% |
| ZTS | Sell | ZOETIS INCcl a | $264,000 | -4.3% | 1,594 | -4.5% | 0.04% | -16.7% |
| GUNR | Sell | FLEXSHARES TRmornstar upstr | $267,000 | -28.8% | 8,197 | -39.3% | 0.04% | -38.4% |
| FUN | Sell | CEDAR FAIR L Pdepositry unit | $251,000 | -10.0% | 6,375 | -35.8% | 0.04% | -22.2% |
| LARK | Sell | LANDMARK BANCORP INC | $244,000 | -29.3% | 10,663 | -34.0% | 0.04% | -38.8% |
| ARES | Sell | ARES MANAGEMENT CORPORATION | $241,000 | +9.0% | 5,125 | -6.4% | 0.04% | -4.7% |
| RDSB | Sell | ROYAL DUTCH SHELL PLCspon adr b | $218,000 | -3.1% | 6,486 | -30.1% | 0.04% | -15.9% |
| NHI | Sell | NATIONAL HEALTH INVS INC | $220,000 | +3.8% | 3,184 | -9.7% | 0.04% | -9.8% |
| ET | Sell | ENERGY TRANSFER LP | $212,000 | -27.1% | 34,380 | -35.9% | 0.04% | -36.8% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $214,000 | +20.2% | 10,944 | -3.0% | 0.04% | +2.9% |
| FDM | Sell | FIRST TR DOW JONES SELECT MI | $209,000 | +3.5% | 4,360 | -19.0% | 0.04% | -10.3% |
| SMB | Sell | VANECK VECTORS ETF TRshort muni etf | $205,000 | -1.4% | 11,300 | -1.7% | 0.04% | -14.6% |
| NZF | Sell | NUVEEN MUNICIPAL CREDIT INC | $201,000 | +7.5% | 12,450 | -2.4% | 0.03% | -5.6% |
| VOD | Sell | VODAFONE GROUP PLC NEWsponsored adr | $173,000 | +20.1% | 10,500 | -1.9% | 0.03% | +3.6% |
| MFNC | Sell | MACKINAC FINL CORP | $144,000 | +14.3% | 11,305 | -13.7% | 0.02% | -4.0% |
| FAM | Sell | FIRST TR ABERDEEN GLBL OPP F | $140,000 | -8.5% | 13,225 | -17.1% | 0.02% | -20.0% |
| APTS | Sell | PREFERRED APT CMNTYS INC | $118,000 | -59.5% | 15,940 | -70.4% | 0.02% | -64.9% |
| EXG | Sell | EATON VANCE TAX-MANAGED GLOB | $88,000 | +14.3% | 10,022 | -4.3% | 0.02% | 0.0% |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -10,718 | -100.0% | -0.01% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -795 | -100.0% | -0.04% | – |
| CNQ | Exit | CANADIAN NAT RES LTD | $0 | – | -13,000 | -100.0% | -0.04% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -9,610 | -100.0% | -0.04% | – |
| CCU | Exit | COMPANIA CERVECERIAS UNIDASsponsored adr | $0 | – | -27,707 | -100.0% | -0.07% | – |
| UN | Exit | UNILEVER N V | $0 | – | -6,981 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Large Cap ETF | 40 | Q3 2023 | 3.6% |
| PROCTER & GAMBLE CO | 40 | Q3 2023 | 3.7% |
| MICROSOFT CORP | 40 | Q3 2023 | 3.0% |
| TAIWAN SEMICONDUCTOR MFG LTD | 40 | Q3 2023 | 1.9% |
| ISHARES TR | 40 | Q3 2023 | 2.0% |
| SPDR S&P MIDCAP 400 ETF TR | 40 | Q3 2023 | 2.2% |
| CORNING INC | 40 | Q3 2023 | 1.2% |
| HOME DEPOT INC | 40 | Q3 2023 | 1.4% |
| Merck & Co Inc New | 40 | Q3 2023 | 1.4% |
| ACCENTURE PLC IRELAND | 40 | Q3 2023 | 1.2% |
View NAPLES GLOBAL ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-17 |
| 13F-HR/A | 2023-04-17 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-04-28 |
View NAPLES GLOBAL ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.