Old Port Advisors Purchases in Q4 2025

Old Port Advisors

  • $407 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Unilever PLC Spon Adr
49.9K
New
N/A
49.9K $3.26B
VSLU
ETF Opportunities Tr Applied F
36.6K
+ 21.36%
$42.0 - $44.28 $1.54M - $1.62M
208K $9.21B
AAPL
Apple Inc.

Technology
2.48K
+ 7.25%
$245.27 - $275.25 $607K - $682K
36.6K $9.96B
Alps/Smith Core Plus, Bond. Exchange
39.5K
+ 13.16%
N/A
339K $8.85B
CMI
Cummins Inc

Industrials
1.55K
+ 284.71%
$407.98 - $484.34 $631K - $749K
2.09K $1.07B
AZN
Astrazeneca PLC

Healthcare
2.34K
+ 7.58%
$81.15 - $89.4 $190K - $209K
33.2K $3.05B
FLLA
Franklin Templeton ETF Tr

ETFs
19.8K
+ 18.46%
$21.96 - $25.05 $435K - $497K
127K $3.06B
NEM
Newmont Corp

Basic Materials
2.28K
+ 11.49%
$78.63 - $98.27 $179K - $224K
22.1K $2.2B
CSCO
Cisco Systems, Inc.

Technology
541
+ 0.95%
$67.46 - $78.0 $36.5K - $42.2K
57.5K $4.43B
RIO
Rio Tinto PLC

Basic Materials
1.29K
+ 4.49%
$65.44 - $72.58 $84.5K - $93.7K
30.1K $2.4B
RY
Royal Bank Of Canada

Financial Services
342
+ 1.83%
$143.64 - $149.05 $49.1K - $51K
19K $3.24B
HSBC
Hsbc Holdings PLC

Financial Services
292
+ 0.49%
$65.67 - $73.49 $19.2K - $21.5K
59.6K $4.69B
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
9.03K
+ 14.14%
$44.26 - $47.16 $400K - $426K
72.9K $3.41B
Oaktree Specialty Lending Corp
38.3K
+ 30.29%
N/A
165K $2.1B
POCT
Innovator U.S. Equity Power Bu

ETFs
10.1K
New
$42.64 - $43.66 $430K - $441K
10.1K $443M
Gsk PLC Sponsored Adr
812
+ 1.2%
N/A
68.3K $3.35B
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
3.94K
+ 9.07%
N/A
47.3K $5B
VOD
Vodafone Group Public LTD CO

Communication Services
4.51K
+ 2.06%
$11.17 - $12.67 $50.4K - $57.1K
223K $2.95B
AMZN
Amazon Com Inc

Consumer Cyclical
1.33K
+ 18.21%
$213.04 - $254.0 $283K - $338K
8.63K $1.99B
INTC
Intel Corp

Technology
979
+ 0.98%
$34.71 - $41.53 $34K - $40.7K
100K $3.71B
SPG
Simon Property Group Inc

Real Estate
2.01K
+ 26.38%
$173.35 - $185.76 $348K - $373K
9.62K $1.78B
GOOG
Alphabet Inc.

Communication Services
839
+ 90.31%
$237.49 - $291.74 $199K - $245K
1.77K $555M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
15.7K
+ 8.56%
$20.53 - $20.66 $322K - $324K
199K $4.1B
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.31K
New
$92.24 - $96.56 $305K - $320K
3.31K $318M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6.23K
+ 103.23%
$50.85 - $51.0 $317K - $318K
12.3K $625M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
16.3K
+ 12.61%
$18.77 - $18.93 $307K - $309K
146K $2.75B
DE
Deere & CO

Industrials
650
+ 92.33%
$439.11 - $480.78 $285K - $313K
1.35K $630M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
13.5K
New
$22.32 - $22.47 $301K - $303K
13.5K $302M
VNQI
Vanguard Global Ex U.S. Real

ETFs
8.61K
+ 16.75%
$46.68 - $48.34 $402K - $416K
60K $2.75B
EMR
Emerson Electric CO

Industrials
2.23K
New
$126.01 - $140.03 $281K - $313K
2.23K $296M
CFG
Citizens Financial Group Inc

Financial Services
864
+ 2.05%
$48.39 - $54.0 $41.8K - $46.7K
42.9K $2.51B
F
Ford Motor CO

Consumer Cyclical
7.56K
+ 5.33%
$11.41 - $13.84 $86.3K - $105K
149K $1.96B
NGG
National Grid PLC

Utilities
291
+ 0.58%
$72.53 - $78.09 $21.1K - $22.7K
50.5K $3.91B
EIX
Edison International

Utilities
1.87K
+ 6.28%
$52.12 - $59.08 $97.4K - $110K
31.6K $1.9B
NVS
Novartis Ag

Healthcare
291
+ 1.41%
$121.8 - $132.39 $35.4K - $38.5K
21K $2.89B
IWD
Ishares Russell 1000 Val ETF

ETFs
1.1K
New
$199.44 - $208.01 $219K - $228K
1.1K $231M
MMM
3 M CO

Industrials
1.43K
New
$148.75 - $171.6 $213K - $245K
1.43K $229M
IEMG
Ishares Inc

ETFs
3.32K
New
N/A
3.32K $223M
BOCT
Innovator U.S. Equity Buffer E

ETFs
4.5K
New
$47.74 - $49.27 $215K - $222K
4.5K $222M
TFC
Truist Financial Corp

Financial Services
2.41K
+ 8.37%
$41.09 - $45.64 $98.9K - $110K
31.2K $1.53B
USB
Us Bancorp \De\

Financial Services
4.04K
New
$45.28 - $48.26 $183K - $195K
4.04K $216M
CAC
Camden National Corp

Financial Services
4.96K
New
$35.45 - $39.46 $176K - $196K
4.96K $215M
IEFA
Ishares Tr

ETFs
1.19K
+ 2.38%
$86.09 - $89.88 $103K - $107K
51.2K $4.58B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.44K
New
$68.28 - $84.44 $166K - $206K
2.44K $209M
T. Rowe Price Capital Appreciation Equity ETF
5.39K
New
N/A
5.39K $206M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
10.1K
+ 5.21%
$19.7 - $19.78 $198K - $199K
203K $4.01B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.92K
+ 2.33%
$26.44 - $27.53 $156K - $163K
260K $7.12B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.79K
+ 7.06%
$50.57 - $50.77 $191K - $192K
57.4K $2.91B
SHEL
Shell PLC

Energy
1.86K
+ 8.95%
$71.37 - $77.01 $133K - $143K
22.7K $1.67B
Activity Summary
Buys All Purchases 109 New Holdings 14 Increased Positions 95 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Old Port Advisors Portfolio

Follow Old Port Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Old Port Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Old Port Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email