Old Port Advisors Portfolio Holdings
Old Port Advisors
- $360 Billion
- Q3 2024
Old Port Advisors has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $360 Billion distributed in 238 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $14B, Apple Inc. with a value of $9.24B, ETF Ser Solution Distillate Us with a value of $9.13B, Ishares Core S&P 500 ETF with a value of $8.67B, and Berkshire Hathaway Inc Class B with a value of $7.57B.
Examining the 13F form we can see an increase of $25.1B in the current position value, from $335B to 360B.
Below you can find more details about Old Port Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$360 Billion
ETFs: $121 Billion
Technology: $65.7 Billion
Financial Services: $34.5 Billion
Healthcare: $24.5 Billion
Industrials: $18 Billion
Consumer Defensive: $17.8 Billion
Utilities: $17.4 Billion
Communication Services: $13.9 Billion
Other: $40.3 Billion
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 238
- Current Value $360 Billion
- Prior Value $335 Billion
- Filing
- Period Q3 2024
- Filing Date October 24, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 16 stocks
- Additional Purchases 63 stocks
- Sold out of 0 stocks
- Reduced holdings in 149 stocks