Naples Global Advisors, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Apple Inc, Microsoft Corp, and Broadcom Inc Show Significant Changes in Q3 2023 vs. Q4 2023 Holdings

Naples Global Advisors, LLC has recently released its 13F holdings comparison report for the third and fourth quarters of 2023. The report showcases the changes in the holdings of various funds during this period. In this article, we will focus on some of the notable changes in holdings and analyze the potential reasons behind them.

Let's start by examining the holdings of Apple Inc. In Q3 2023, Naples Global Advisors held 206,618 shares of Apple Inc, valued at $35,375,000. However, in Q4 2023, the number of shares decreased to 201,194, with a value of $38,735,000. This represents a 9.5% decrease in the number of shares held by Naples Global Advisors. Despite this decrease, the value of the holdings increased by 9.5%, suggesting that the overall performance of Apple Inc. was positive during this period.

Moving on to Microsoft Corp, we see a similar pattern. In Q3 2023, Naples Global Advisors held 75,676 shares of Microsoft Corp, valued at $23,894,000. However, in Q4 2023, the number of shares decreased to 74,306, with a value of $27,942,000. This represents a 16.9% decrease in the number of shares held by Naples Global Advisors. Similar to Apple Inc., the value of the holdings increased by 16.9%, indicating strong performance by Microsoft Corp.

Broadcom Inc is another company that experienced significant changes in holdings. In Q3 2023, Naples Global Advisors held 15,135 shares of Broadcom Inc, valued at $12,570,000. However, in Q4 2023, the number of shares decreased to 14,615, with a value of $16,313,000. This represents a 29.8% decrease in the number of shares held by Naples Global Advisors. Despite the decrease in the number of shares, the value of the holdings increased by 29.8%, highlighting the positive performance of Broadcom Inc.

These changes in holdings can be attributed to various factors, including market trends, company performance, and investment strategies. It is important to note that these changes are based on publicly available information and may not reflect the entire investment portfolio of Naples Global Advisors.

In conclusion, the 13F holdings comparison report by Naples Global Advisors, LLC for Q3 2023 vs. Q4 2023 reveals significant changes in the holdings of various funds. Apple Inc, Microsoft Corp, and Broadcom Inc are among the companies that experienced notable changes. Investors should carefully analyze the underlying reasons behind these changes and make informed investment decisions accordingly.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified investment advisor before making any investment decisions.