Old Port Advisors Sells in Q4 2025

Old Port Advisors

  • $407 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-299
- 10.69%
$99.87 - $101.27 $29.9K - $30.3K
2.5K $250M
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
-4.24K
- 7.98%
$20.34 - $21.65 $86.1K - $91.7K
48.9K $1.09B
TSLA
Tesla, Inc.

Consumer Cyclical
-69
- 9.0%
$401.99 - $468.37 $27.7K - $32.3K
698 $314M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-389
- 5.52%
$178.37 - $198.46 $69.4K - $77.2K
6.65K $1.39B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-2.49K
- 3.2%
$31.41 - $33.69 $78.3K - $84K
75.4K $2.46B
TIP
Ishares Tr Tips Bd ETF

ETFs
-177
- 7.13%
$110.58 - $112.2 $19.6K - $19.9K
2.3K $253M
MTB
M&T Bank Corp

Financial Services
-256
- 3.28%
$178.63 - $195.63 $45.7K - $50.1K
7.54K $1.52B
UNM
Unum Group

Financial Services
-242
- 2.7%
$72.93 - $79.42 $17.6K - $19.2K
8.73K $676M
SRE
Sempra Energy

Utilities
-123
- 2.25%
$89.26 - $94.01 $11K - $11.6K
5.34K $471M
ATO
Atmos Energy Corp

Utilities
-35
- 0.81%
$168.85 - $179.19 $5.91K - $6.27K
4.3K $720M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-123
- 4.45%
$185.12 - $192.11 $22.8K - $23.6K
2.64K $506M
OKE
Oneok Inc

Energy
-323
- 2.69%
$64.31 - $72.98 $20.8K - $23.6K
11.7K $859M
DIS
Walt Disney CO

Communication Services
-103
- 1.59%
$105.69 - $116.65 $10.9K - $12K
6.38K $725M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-325
- 3.82%
$44.38 - $44.96 $14.4K - $14.6K
8.17K $362M
D
Dominion Energy, Inc

Utilities
-92
- 2.48%
$58.49 - $61.69 $5.38K - $5.68K
3.62K $212M
ECL
Ecolab Inc.

Basic Materials
-5
- 0.47%
$253.06 - $281.35 $1.27K - $1.41K
1.07K $280M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-78
- 1.69%
$88.49 - $93.64 $6.9K - $7.3K
4.53K $404M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-52
- 3.13%
$224.76 - $243.76 $11.7K - $12.7K
1.61K $370M
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
-755
- 5.01%
$11.62 - $12.5 $8.77K - $9.44K
14.3K $167M
FVD
First Tr Value Line Divid Inde

ETFs
-140
- 1.45%
$45.0 - $46.25 $6.3K - $6.48K
9.54K $440M
VUG
Vanguard Growth ETF

ETFs
-23
- 4.48%
$470.44 - $504.26 $10.8K - $11.6K
490 $239M
PNW
Pinnacle West Capital Corp

Utilities
-40
- 1.53%
$87.64 - $93.71 $3.51K - $3.75K
2.58K $229M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-704
- 0.49%
$20.77 - $20.97 $14.6K - $14.8K
143K $3B
MCD
Mcdonalds Corp

Consumer Cyclical
-18
- 1.7%
$293.81 - $310.11 $5.29K - $5.58K
1.04K $317M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-249
- 2.52%
$28.9 - $30.17 $7.2K - $7.51K
9.62K $289M
SPMD
Spdr Portfolio

ETFs
-102
- 2.47%
$55.44 - $58.05 $5.65K - $5.92K
4.03K $233M
PEP
Pepsico Inc

Consumer Defensive
-147
- 2.41%
$138.84 - $153.71 $20.4K - $22.6K
5.96K $855M
HLN
Haleon PLC

Healthcare
-1.42K
- 11.82%
$8.79 - $9.9 $12.5K - $14.1K
10.6K $107M
GNR
Spdr S&P Global Natural Resour

ETFs
-223
- 2.3%
$57.53 - $60.89 $12.8K - $13.6K
9.47K $588M
RTX
Raytheon Technologies Corp

Industrials
-119
- 5.07%
$157.0 - $179.44 $18.7K - $21.4K
2.23K $408M
BCE
Bce Inc

Communication Services
-530
- 0.75%
$22.29 - $24.26 $11.8K - $12.9K
70K $1.67B
KO
Coca Cola CO

Consumer Defensive
-128
- 1.57%
$66.1 - $71.61 $8.46K - $9.17K
8.05K $563M
TGT
Target Corp

Consumer Defensive
-393
- 4.85%
$85.53 - $97.77 $33.6K - $38.4K
7.72K $754M
V
Visa Inc.

Financial Services
-5
- 0.15%
$325.75 - $352.42 $1.63K - $1.76K
3.42K $1.2B
GE
General Electric CO

Industrials
-33
- 0.59%
$291.49 - $314.28 $9.62K - $10.4K
5.58K $1.72B
NUE
Nucor Corp

Basic Materials
-176
- 8.0%
$131.78 - $154.43 $23.2K - $27.2K
2.02K $330M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-65
- 2.4%
$280.66 - $305.09 $18.2K - $19.8K
2.64K $802M
MCK
Mckesson Corp

Healthcare
-15
- 1.16%
$738.06 - $859.37 $11.1K - $12.9K
1.28K $1.05B
AMGN
Amgen Inc

Healthcare
-22
- 1.7%
$290.13 - $341.71 $6.38K - $7.52K
1.27K $416M
Ge Vernova Inc Common
-7
- 0.48%
N/A
1.46K $957M
EUDG
Wisdomtree Tr

ETFs
-405
- 1.38%
$34.98 - $36.39 $14.2K - $14.7K
28.8K $1.08B
KLAC
Kla Corp

Technology
-1
- 0.21%
$982.75 - $1235.28 $983 - $1.24K
471 $572M
TD
Toronto Dominion Bank

Financial Services
-25
- 0.35%
$78.32 - $82.74 $1.96K - $2.07K
7.04K $663M
JPM
Jpmorgan Chase & CO

Financial Services
-200
- 0.79%
$294.11 - $320.41 $58.8K - $64.1K
25.3K $8.14B
MRK
Merck & Co., Inc.

Healthcare
-35
- 0.51%
$82.49 - $92.93 $2.89K - $3.25K
6.77K $712M
AMAT
Applied Materials Inc

Technology
-38
- 1.3%
$209.95 - $240.89 $7.98K - $9.15K
2.88K $740M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-38
- 0.22%
$36.51 - $41.12 $1.39K - $1.56K
16.9K $774M
UPS
United Parcel Service Inc

Industrials
-1.09K
- 6.2%
$82.87 - $97.4 $90.2K - $106K
16.5K $1.63B
IDXX
Idexx Laboratories Inc

Healthcare
-38
- 0.73%
$616.15 - $722.94 $23.4K - $27.5K
5.17K $3.5B
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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