Old Port Advisors Purchases in Q2 2025

Old Port Advisors

  • $367 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
STX
Seagate Technology Holdings PLC

Technology
123
+ 0.35%
$66.54 - $144.33 $8.18K - $17.8K
35.7K $5.15B
VNQI
Vanguard Global Ex U.S. Real

ETFs
28.5K
+ 425.05%
$37.77 - $46.15 $1.08M - $1.31M
35.2K $1.62B
FLLA
Franklin Templeton ETF Tr

ETFs
59.1K
+ 463.52%
$17.7 - $22.06 $1.05M - $1.3M
71.8K $1.56B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
68.2K
+ 491.78%
$18.28 - $18.7 $1.25M - $1.27M
82K $1.53B
IVV
Ishares Core S&P 500 ETF

ETFs
490
+ 3.12%
$498.8 - $620.9 $244K - $304K
16.2K $10.1B
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
23.9K
+ 97.67%
$37.51 - $45.52 $896K - $1.09M
48.4K $2.19B
Alps/Smith Core Plus, Bond. Exchange
42.2K
+ 19.44%
N/A
259K $6.7B
IBM
International Business Machines Corp

Technology
187
+ 0.91%
$221.03 - $294.78 $41.3K - $55.1K
20.8K $6.15B
Oaktree Specialty Lending Corp
67K
New
N/A
67K $915M
SPG
Simon Property Group Inc

Real Estate
5.19K
New
$140.37 - $171.44 $728K - $890K
5.19K $834M
NEM
Newmont Corp

Basic Materials
14.1K
New
$44.18 - $59.46 $621K - $836K
14.1K $819M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
41K
New
$19.44 - $19.88 $796K - $814K
41K $813M
GILD
Gilead Sciences, Inc.

Healthcare
7.32K
New
$96.91 - $113.0 $709K - $827K
7.32K $812M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
36.9K
+ 30.12%
$20.16 - $20.49 $745K - $757K
160K $3.27B
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
7.1K
+ 21.19%
N/A
40.6K $4.28B
PPL
Ppl Corp

Utilities
20.9K
New
$33.45 - $36.5 $699K - $762K
20.9K $708M
TFC
Truist Financial Corp

Financial Services
15.5K
+ 303.69%
$34.79 - $42.99 $538K - $665K
20.6K $884M
SHEL
Shell PLC

Energy
9.44K
+ 158.97%
$59.75 - $73.05 $564K - $689K
15.4K $1.08B
IEFA
Ishares Tr

ETFs
3.6K
+ 8.56%
$67.83 - $84.09 $244K - $303K
45.6K $3.81B
IAU
Ishares Gold Trust

ETFs
1.71K
+ 1.14%
$56.1 - $64.74 $95.9K - $111K
152K $9.47B
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
16.9K
New
$32.77 - $36.44 $553K - $615K
16.9K $615M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
30.3K
+ 21.13%
$19.49 - $19.66 $590K - $596K
174K $3.41B
LMT
Lockheed Martin Corp

Industrials
1.27K
+ 127.08%
$430.82 - $486.45 $546K - $616K
2.26K $1.05B
F
Ford Motor CO

Consumer Cyclical
48.1K
+ 72.93%
$8.69 - $10.85 $418K - $522K
114K $1.24B
CSCO
Cisco Systems, Inc.

Technology
1.61K
+ 2.88%
$53.19 - $69.38 $85.5K - $111K
57.4K $3.98B
MASS
908 Devices Inc.

Healthcare
73.6K
New
$3.63 - $7.97 $267K - $587K
73.6K $525M
UTES
Virtus Reaves Utilities ETF
4.58K
+ 30.95%
N/A
19.4K $1.46B
PWR
Quanta Services, Inc.

Industrials
26
+ 0.66%
$239.47 - $381.26 $6.23K - $9.91K
3.94K $1.49B
NGG
National Grid PLC

Utilities
331
+ 0.67%
$62.74 - $74.79 $20.8K - $24.8K
49.8K $3.7B
RY
Royal Bank Of Canada

Financial Services
879
+ 4.94%
$108.36 - $131.55 $95.2K - $116K
18.7K $2.46B
CFG
Citizens Financial Group Inc

Financial Services
6.53K
+ 19.91%
$34.27 - $44.75 $224K - $292K
39.3K $1.76B
VOD
Vodafone Group Public LTD CO

Communication Services
13.9K
+ 6.93%
$8.19 - $10.66 $114K - $148K
214K $2.28B
GOOGL
Alphabet Inc.

Communication Services
252
+ 1.59%
$144.7 - $178.6 $36.5K - $45K
16.1K $2.83B
ORCL
Oracle Corp

Technology
126
+ 2.86%
$122.82 - $218.63 $15.5K - $27.5K
4.53K $990M
INTC
Intel Corp

Technology
17.4K
+ 23.42%
$18.13 - $22.69 $316K - $396K
91.9K $2.06B
Ge Vernova Inc Common
10
+ 0.68%
N/A
1.48K $785M
BCE
Bce Inc

Communication Services
16.2K
+ 35.43%
$20.87 - $22.95 $338K - $371K
61.9K $1.37B
NVS
Novartis Ag

Healthcare
1.14K
+ 5.94%
$101.96 - $121.01 $117K - $138K
20.4K $2.47B
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
12.1K
+ 4.12%
$22.3 - $22.57 $270K - $274K
306K $6.89B
GPC
Genuine Parts CO

Consumer Cyclical
2.03K
+ 15.75%
$105.54 - $129.09 $214K - $262K
14.9K $1.81B
NFLX
Netflix Inc

Communication Services
8
+ 1.3%
$855.86 - $1339.13 $6.85K - $10.7K
624 $836M
AXON
Axon Enterprise, Inc.

Industrials
307
New
$497.13 - $827.94 $153K - $254K
307 $254M
RIO
Rio Tinto PLC

Basic Materials
4.98K
+ 23.42%
$52.32 - $62.75 $260K - $312K
26.2K $1.53B
VSLU
ETF Opportunities Tr Applied F
5.94K
New
$31.34 - $39.15 $186K - $233K
5.94K $233M
URI
United Rentals, Inc.

Industrials
308
New
$551.94 - $753.4 $170K - $232K
308 $232M
TSLA
Tesla, Inc.

Consumer Cyclical
728
New
$221.86 - $362.89 $162K - $264K
728 $231M
ZTS
Zoetis Inc.

Healthcare
1.48K
New
$144.41 - $170.3 $214K - $252K
1.48K $231M
AMZN
Amazon Com Inc

Consumer Cyclical
27
+ 0.37%
$167.32 - $223.3 $4.52K - $6.03K
7.3K $1.6B
ETN
Eaton Corp PLC

Industrials
599
New
$246.52 - $356.99 $148K - $214K
599 $214M
Activity Summary
Buys All Purchases 98 New Holdings 16 Increased Positions 82 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 0
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