Old Port Advisors Portfolio Holdings
Old Port Advisors
- $348 Billion
- Q4 2024
Old Port Advisors has filed its 13F form on January 02, 2025 for Q4 2024 where it was disclosed a total value porftolio of $348 Billion distributed in 229 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $13.6B, Apple Inc. with a value of $10B, Ishares Core S&P 500 ETF with a value of $9.16B, ETF Ser Solution Distillate Us with a value of $9.16B, and Ishares Gold Trust with a value of $7.56B.
Examining the 13F form we can see an decrease of $12.1B in the current position value, from $360B to 348B.
Below you can find more details about Old Port Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$348 Billion
ETFs: $117 Billion
Technology: $66.4 Billion
Financial Services: $36.3 Billion
Healthcare: $20.7 Billion
Industrials: $17.4 Billion
Consumer Defensive: $16 Billion
Utilities: $15.6 Billion
Communication Services: $13.4 Billion
Other: $37.5 Billion
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 229
- Current Value $348 Billion
- Prior Value $360 Billion
- Filing
- Period Q4 2024
- Filing Date January 02, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 8 stocks
- Additional Purchases 82 stocks
- Sold out of 0 stocks
- Reduced holdings in 129 stocks