Old Port Advisors Purchases in Q3 2025

Old Port Advisors

  • $398 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VSLU
ETF Opportunities Tr Applied F
165K
+ 2785.03%
$39.14 - $42.99 $6.47M - $7.11M
171K $7.32B
IAU
Ishares Gold Trust

ETFs
2.62K
+ 1.73%
$61.62 - $72.77 $162K - $191K
154K $11.2B
INTC
Intel Corp

Technology
7.62K
+ 8.29%
$19.31 - $35.5 $147K - $271K
99.5K $3.34B
Alps/Smith Core Plus, Bond. Exchange
40.6K
+ 15.64%
N/A
300K $7.85B
FLLA
Franklin Templeton ETF Tr

ETFs
35.6K
+ 49.59%
$20.54 - $23.6 $731K - $840K
107K $2.52B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
47.6K
+ 58.07%
$18.61 - $18.94 $886K - $902K
130K $2.44B
NEM
Newmont Corp

Basic Materials
5.74K
+ 40.85%
$57.35 - $85.25 $329K - $490K
19.8K $1.67B
VNQI
Vanguard Global Ex U.S. Real

ETFs
16.2K
+ 46.0%
$45.22 - $48.34 $732K - $783K
51.4K $2.45B
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
15.5K
+ 32.1%
$45.07 - $47.56 $700K - $738K
63.9K $2.94B
Oaktree Specialty Lending Corp
59.5K
+ 88.85%
N/A
127K $1.65B
IEFA
Ishares Tr

ETFs
4.42K
+ 9.68%
$81.7 - $87.53 $361K - $387K
50K $4.37B
LMT
Lockheed Martin Corp

Industrials
904
+ 39.93%
$410.74 - $499.21 $371K - $451K
3.17K $1.58B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
23.6K
+ 14.79%
$20.41 - $20.67 $482K - $488K
183K $3.77B
PPL
Ppl Corp

Utilities
11.1K
+ 52.97%
$33.54 - $37.24 $371K - $412K
31.9K $1.19B
CFG
Citizens Financial Group Inc

Financial Services
2.77K
+ 7.06%
$46.1 - $53.65 $128K - $149K
42.1K $2.24B
F
Ford Motor CO

Consumer Cyclical
27.9K
+ 24.43%
$10.82 - $12.09 $302K - $337K
142K $1.7B
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
22.6K
+ 55.2%
$19.57 - $19.98 $442K - $452K
63.6K $1.26B
Gsk PLC Sponsored Adr
2.95K
+ 4.57%
N/A
67.5K $2.91B
TFC
Truist Financial Corp

Financial Services
8.19K
+ 39.85%
$42.83 - $47.07 $351K - $386K
28.7K $1.31B
SHEL
Shell PLC

Energy
5.45K
+ 35.43%
$69.82 - $73.93 $380K - $403K
20.8K $1.49B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
19.4K
+ 11.17%
$19.61 - $19.79 $380K - $384K
193K $3.81B
GILD
Gilead Sciences, Inc.

Healthcare
3.38K
+ 46.21%
$108.22 - $120.47 $366K - $408K
10.7K $1.19B
RIO
Rio Tinto PLC

Basic Materials
2.54K
+ 9.69%
$57.66 - $66.01 $147K - $168K
28.8K $1.9B
GPC
Genuine Parts CO

Consumer Cyclical
790
+ 5.29%
$122.23 - $142.77 $96.6K - $113K
15.7K $2.18B
VTI
Vanguard Total Stock Market Et

ETFs
1.08K
New
$303.93 - $329.86 $328K - $356K
1.08K $354M
TBUX
T Rowe Price Exchange Traded F

ETFs
7K
New
$49.7 - $49.98 $348K - $350K
7K $349M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.46K
+ 2.2%
$26.38 - $27.95 $144K - $153K
254K $6.92B
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
14.6K
+ 4.76%
$22.36 - $22.52 $326K - $328K
321K $7.22B
ENB
Enbridge Inc

Energy
1.39K
+ 2.84%
$43.79 - $50.46 $60.9K - $70.2K
50.4K $2.54B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6.04K
New
$50.81 - $51.07 $307K - $308K
6.04K $308M
CSX
Csx Corp

Industrials
8.65K
New
$32.05 - $36.52 $277K - $316K
8.65K $307M
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
2.81K
+ 6.92%
N/A
43.4K $4.59B
CVX
Chevron Corp

Energy
477
+ 2.55%
$145.57 - $161.83 $69.4K - $77.2K
19.2K $2.98B
SLF
Sun Life Financial Inc

Financial Services
6.31K
+ 50.98%
$56.54 - $66.41 $356K - $419K
18.7K $1.12B
EIX
Edison International

Utilities
3.63K
+ 13.91%
$50.42 - $56.35 $183K - $205K
29.8K $1.65B
RY
Royal Bank Of Canada

Financial Services
9
+ 0.05%
$128.46 - $148.6 $1.16K - $1.34K
18.7K $2.75B
AZN
Astrazeneca PLC

Healthcare
1.19K
+ 4.02%
$68.72 - $82.11 $81.9K - $97.9K
30.9K $2.37B
BCE
Bce Inc

Communication Services
8.69K
+ 14.05%
$22.63 - $25.74 $197K - $224K
70.6K $1.65B
GE
General Electric CO

Industrials
129
+ 2.35%
$244.75 - $305.63 $31.6K - $39.4K
5.61K $1.69B
MLPX
Global X Mlp & Energy Infrastr

ETFs
4.08K
+ 5.6%
$59.5 - $62.99 $243K - $257K
76.9K $4.82B
VOD
Vodafone Group Public LTD CO

Communication Services
5K
+ 2.34%
$10.67 - $12.06 $53.4K - $60.3K
219K $2.54B
PFE
Pfizer Inc

Healthcare
5.09K
+ 5.06%
$23.29 - $25.88 $119K - $132K
106K $2.69B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.77K
+ 9.76%
$50.47 - $50.74 $241K - $242K
53.6K $2.72B
UTES
Virtus Reaves Utilities ETF
973
+ 5.02%
N/A
20.3K $1.7B
CMI
Cummins Inc

Industrials
543
New
$327.85 - $426.39 $178K - $232K
543 $229M
CEG
Constellation Energy Corp

Utilities
695
New
$298.82 - $354.89 $208K - $247K
695 $229M
GOOG
Alphabet Inc.

Communication Services
929
New
$175.16 - $255.24 $163K - $237K
929 $226M
WELL
Welltower Inc.

Real Estate
1.24K
New
$150.71 - $178.14 $187K - $221K
1.24K $221M
TXN
Texas Instruments Inc

Technology
1.18K
New
N/A
1.18K $216M
Activity Summary
Buys All Purchases 89 New Holdings 13 Increased Positions 76 Sells All Sells 134 Reductions 134 Sold out 0 Options Calls 0 Puts 1
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