Old Port Advisors Incresed Positions in Q4 2024

Old Port Advisors

  • $348 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
22K
+ 348.11%
N/A
28.3K $2.99B
AAPL
Apple Inc.

Technology
335
+ 0.85%
$221.69 - $259.02 $74.3K - $86.8K
40K $10B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
34.2K
+ 41.42%
$20.08 - $20.61 $687K - $705K
117K $2.35B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
32.5K
+ 30.85%
$19.42 - $19.76 $631K - $642K
138K $2.68B
IVV
Ishares Core S&P 500 ETF

ETFs
536
+ 3.57%
$570.51 - $610.59 $306K - $327K
15.6K $9.16B
MLPX
Global X Mlp & Energy Infrastr

ETFs
433
+ 0.58%
$54.89 - $64.32 $23.8K - $27.9K
75.6K $4.58B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
26K
+ 14.92%
$19.38 - $19.58 $504K - $510K
200K $3.9B
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
18.4K
+ 55.2%
$21.25 - $22.07 $392K - $407K
51.8K $1.1B
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
19.8K
+ 7.52%
$22.1 - $22.59 $437K - $446K
283K $6.28B
AMZN
Amazon Com Inc

Consumer Cyclical
171
+ 2.2%
$180.88 - $232.93 $30.9K - $39.8K
7.95K $1.74B
HON
Honeywell International Inc

Industrials
56
+ 0.51%
$202.84 - $236.0 $11.4K - $13.2K
11K $2.48B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
8.5K
+ 7.88%
$20.6 - $20.71 $175K - $176K
116K $2.4B
IAU
Ishares Gold Trust

ETFs
4.02K
+ 2.71%
$48.37 - $52.65 $195K - $212K
153K $7.56B
V
Visa Inc.

Financial Services
23
+ 0.62%
$273.87 - $320.91 $6.3K - $7.38K
3.72K $1.17B
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
8.48K
+ 4.74%
$22.72 - $23.0 $193K - $195K
187K $4.28B
VUG
Vanguard Growth ETF

ETFs
294
+ 33.41%
$378.79 - $428.11 $111K - $126K
1.17K $482M
Ge Vernova Inc
108
+ 8.23%
N/A
1.42K $467M
UNM
Unum Group

Financial Services
20
+ 0.22%
$58.88 - $77.07 $1.18K - $1.54K
9.26K $676M
NFLX
Netflix Inc

Communication Services
20
+ 3.34%
$687.65 - $936.56 $13.8K - $18.7K
618 $551M
BX
Blackstone Inc.

Financial Services
34
+ 0.56%
$148.45 - $199.05 $5.05K - $6.77K
6.05K $1.04B
TSLA
Tesla, Inc.

Consumer Cyclical
5
+ 0.6%
$213.65 - $479.86 $1.07K - $2.4K
841 $340M
DIS
Walt Disney CO

Communication Services
37
+ 0.51%
$92.39 - $117.6 $3.42K - $4.35K
7.25K $808M
SFLR
Innovator Etfs Tr Equity Manag
2.85K
+ 25.63%
N/A
14K $456M
SCHG
Schwab Strategic Tr Us Large C

ETFs
72.1K
+ 288.36%
$25.93 - $105.3 $1.87M - $7.59M
97.1K $2.71B
IBM
International Business Machines Corp

Technology
570
+ 2.81%
$204.9 - $238.04 $117K - $136K
20.9K $4.59B
CFG
Citizens Financial Group Inc

Financial Services
105
+ 0.32%
$39.92 - $48.46 $4.19K - $5.09K
32.5K $1.42B
AMP
Ameriprise Financial Inc

Financial Services
9
+ 0.67%
$473.15 - $574.01 $4.26K - $5.17K
1.36K $724M
ANET
Arista Networks, Inc.

Technology
3.85K
+ 303.95%
$104.78 - $431.02 $403K - $1.66M
5.11K $565M
CRM
Salesforce, Inc.

Technology
85
+ 10.86%
$270.87 - $367.87 $23K - $31.3K
868 $290M
SCHW
Schwab Charles Corp

Financial Services
109
+ 1.49%
$63.31 - $82.85 $6.9K - $9.03K
7.42K $549M
MA
Mastercard Inc

Financial Services
21
+ 1.27%
$491.3 - $536.15 $10.3K - $11.3K
1.68K $885M
META
Meta Platforms, Inc.

Communication Services
42
+ 1.37%
$554.08 - $632.68 $23.3K - $26.6K
3.12K $1.82B
PG
Procter & Gamble CO

Consumer Defensive
453
+ 12.69%
$161.05 - $179.7 $73K - $81.4K
4.02K $675M
BLK
Black Rock Inc.

Financial Services
15
+ 3.5%
$934.02 - $1065.26 $14K - $16K
443 $454M
VO
Vanguard Mid Cap ETF

ETFs
171
+ 15.75%
$261.5 - $284.63 $44.7K - $48.7K
1.26K $332M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.2K
+ 2.1%
$50.37 - $50.6 $60.5K - $60.8K
58.3K $2.94B
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.11%
$567.81 - $607.81 $1.7K - $1.82K
2.77K $1.62B
DSTL
ETF Ser Solution Distillate Us

ETFs
5.87K
+ 3.65%
$54.74 - $58.88 $321K - $346K
167K $9.16B
AXP
American Express CO

Financial Services
2
+ 0.18%
$267.35 - $305.57 $535 - $611
1.12K $334M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
29
+ 2.81%
$193.7 - $235.05 $5.62K - $6.82K
1.06K $243M
TMUS
T Mobile Us, Inc.

Communication Services
42
+ 3.95%
$206.1 - $246.94 $8.66K - $10.4K
1.11K $244M
SYK
Stryker Corp

Healthcare
62
+ 6.64%
$345.14 - $392.15 $21.4K - $24.3K
996 $359M
BSX
Boston Scientific Corp

Healthcare
60
+ 2.32%
$83.62 - $91.5 $5.02K - $5.49K
2.64K $236M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
42
+ 0.69%
$55.73 - $66.16 $2.34K - $2.78K
6.09K $367M
TT
Trane Technologies PLC

Industrials
80
+ 12.64%
$369.35 - $419.14 $29.5K - $33.5K
713 $263M
PANW
Palo Alto Networks Inc

Technology
603
+ 97.1%
$181.96 - $405.9 $110K - $245K
1.22K $223M
SHEL
Shell PLC

Energy
325
+ 8.5%
$60.63 - $70.23 $19.7K - $22.8K
4.15K $260M
FIS
Fidelity National Information Services, Inc.

Technology
135
+ 4.94%
$80.14 - $90.95 $10.8K - $12.3K
2.87K $232M
RDVY
First Trust Rising Dividend Ac

ETFs
29
+ 0.43%
$58.65 - $64.37 $1.7K - $1.87K
6.76K $400M
Activity Summary
Buys All Purchases 90 New Holdings 8 Increased Positions 82 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 0
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