Old Port Advisors Incresed Positions in Q4 2025

Old Port Advisors

  • $407 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
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
GILD
Gilead Sciences, Inc.

Healthcare
3.1K
+ 28.95%
$110.56 - $125.2 $343K - $388K
13.8K $1.69B
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
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
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
VNQI
Vanguard Global Ex U.S. Real

ETFs
8.61K
+ 16.75%
$46.68 - $48.34 $402K - $416K
60K $2.75B
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
TFC
Truist Financial Corp

Financial Services
2.41K
+ 8.37%
$41.09 - $45.64 $98.9K - $110K
31.2K $1.53B
IEFA
Ishares Tr

ETFs
1.19K
+ 2.38%
$86.09 - $89.88 $103K - $107K
51.2K $4.58B
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
SLF
Sun Life Financial Inc

Financial Services
2.12K
+ 11.36%
$57.97 - $62.38 $123K - $132K
20.8K $1.3B
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
7.19K
+ 2.24%
$22.43 - $22.55 $161K - $162K
328K $7.37B
TMO
Thermo Fisher Scientific Inc.

Healthcare
2
+ 0.15%
$524.58 - $588.02 $1.05K - $1.18K
1.32K $767M
JNJ
Johnson & Johnson

Healthcare
79
+ 1.58%
$185.98 - $199.58 $14.7K - $15.8K
5.09K $1.05B
SNY
Sanofi

Healthcare
1.43K
+ 3.35%
$48.09 - $52.34 $68.7K - $74.7K
44.1K $2.14B
PPL
Ppl Corp

Utilities
4.93K
+ 15.43%
$36.25 - $37.97 $179K - $187K
36.9K $1.29B
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
4.76K
+ 7.48%
$19.82 - $20.01 $94.3K - $95.2K
68.3K $1.36B
PDEC
Innovator U.S. Equity Power Bu
1.73K
+ 16.24%
N/A
12.4K $537M
LMT
Lockheed Martin Corp

Industrials
282
+ 8.9%
$452.1 - $514.24 $127K - $145K
3.45K $1.67B
XOM
Exxon Mobil Corp

Energy
41
+ 0.4%
$110.64 - $119.78 $4.54K - $4.91K
10.2K $1.23B
CVX
Chevron Corp

Energy
753
+ 3.92%
$148.9 - $157.72 $112K - $119K
20K $3.04B
BAC
Bank Of America Corp

Financial Services
15
+ 0.1%
$48.65 - $54.11 $730 - $812
15.8K $869M
AXP
American Express CO

Financial Services
9
+ 0.71%
$316.26 - $372.77 $2.85K - $3.35K
1.29K $475M
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
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