Old Port Advisors Incresed Positions in Q3 2024

Old Port Advisors

  • $360 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
12.3K
+ 119.4%
$123.32 - $147.38 $1.51M - $1.81M
22.5K $3.07B
DSTL
ETF Ser Solution Distillate Us

ETFs
11.7K
+ 7.8%
$50.87 - $56.8 $593K - $662K
161K $9.13B
IVV
Ishares Core S&P 500 ETF

ETFs
1.04K
+ 7.44%
$520.18 - $576.82 $542K - $600K
15K $8.67B
IAU
Ishares Gold Trust

ETFs
1.8K
+ 1.23%
$44.06 - $50.5 $79.3K - $90.8K
149K $7.39B
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.11K
+ 9.63%
$71.45 - $75.64 $579K - $613K
92.3K $6.94B
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
30.4K
+ 13.08%
$21.96 - $22.69 $668K - $690K
263K $5.95B
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
19.1K
+ 11.92%
$22.55 - $23.1 $430K - $440K
179K $4.13B
IEFA
Ishares Tr

ETFs
3.92K
+ 12.17%
$70.09 - $78.74 $275K - $309K
36.1K $2.82B
SO
Southern CO

Utilities
561
+ 1.98%
$77.0 - $90.52 $43.2K - $50.8K
28.9K $2.6B
PEG
Public Service Enterprise Group Inc

Utilities
113
+ 0.48%
$73.58 - $89.21 $8.31K - $10.1K
23.5K $2.1B
AVGO
Broadcom Inc.

Technology
22.5K
+ 906.73%
$136.27 - $1745.86 $3.06M - $39.3M
25K $4.31B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
15.6K
+ 12.6%
$20.69 - $21.17 $322K - $329K
139K $2.92B
MLPX
Global X Mlp & Energy Infrastr

ETFs
1.16K
+ 1.57%
$50.37 - $55.21 $58.5K - $64.2K
75.2K $4.09B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
11.5K
+ 16.2%
$19.92 - $20.67 $229K - $238K
82.6K $1.7B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
9.88K
+ 10.35%
$19.2 - $19.82 $190K - $196K
105K $2.08B
ENB
Enbridge Inc

Energy
92
+ 0.2%
$35.27 - $41.18 $3.24K - $3.79K
46.6K $1.89B
BX
Blackstone Inc.

Financial Services
366
+ 6.47%
$120.77 - $159.66 $44.2K - $58.4K
6.02K $922M
ORAN
Orange

Communication Services
448
+ 0.31%
$10.15 - $12.19 $4.55K - $5.46K
145K $1.66B
VTI
Vanguard Total Stock Market Et

ETFs
681
+ 79.37%
$255.18 - $283.2 $174K - $193K
1.54K $436M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.56K
+ 4.16%
$76.38 - $78.87 $119K - $123K
39.1K $3.07B
LOW
Lowes Companies Inc

Consumer Cyclical
14
+ 0.39%
$213.3 - $270.78 $2.99K - $3.79K
3.6K $974M
CFG
Citizens Financial Group Inc

Financial Services
451
+ 1.41%
$35.24 - $43.24 $15.9K - $19.5K
32.4K $1.33B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.88K
+ 2.88%
$19.2 - $19.63 $93.8K - $95.9K
174K $3.41B
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
6.32K
+ 23.35%
$21.22 - $22.22 $134K - $140K
33.4K $738M
ORCL
Oracle Corp

Technology
218
+ 6.77%
$125.9 - $170.35 $27.4K - $37.1K
3.44K $586M
ANET
Arista Networks, Inc.

Technology
241
+ 23.54%
$311.42 - $388.21 $75.1K - $93.6K
1.27K $486M
TOL
Toll Brothers, Inc.

Consumer Cyclical
264
+ 14.79%
$109.16 - $155.35 $28.8K - $41K
2.05K $317M
Aim ETF Products Trust
3.5K
+ 43.87%
N/A
11.5K $327M
GLD
Spdr Gold Trust

ETFs
17
+ 0.53%
$215.56 - $246.98 $3.66K - $4.2K
3.21K $779M
WPC
W. P. Carey Inc.

Real Estate
441
+ 4.96%
$54.63 - $63.96 $24.1K - $28.2K
9.34K $582M
UNH
Unitedhealth Group Inc

Healthcare
33
+ 3.5%
$488.01 - $604.18 $16.1K - $19.9K
976 $571M
JNJ
Johnson & Johnson

Healthcare
34
+ 0.64%
$145.48 - $167.38 $4.95K - $5.69K
5.34K $865M
BLK
Black Rock Inc.

Financial Services
24
+ 5.94%
$782.27 - $949.51 $18.8K - $22.8K
428 $406M
MCD
Mcdonalds Corp

Consumer Cyclical
127
+ 14.11%
$245.82 - $304.51 $31.2K - $38.7K
1.03K $313M
AMP
Ameriprise Financial Inc

Financial Services
35
+ 2.66%
$391.53 - $469.81 $13.7K - $16.4K
1.35K $635M
PG
Procter & Gamble CO

Consumer Defensive
212
+ 6.31%
$160.76 - $177.82 $34.1K - $37.7K
3.57K $618M
AXP
American Express CO

Financial Services
82
+ 7.88%
$225.92 - $271.17 $18.5K - $22.2K
1.12K $304M
SRE
Sempra Energy

Utilities
13
+ 0.2%
$74.97 - $84.04 $975 - $1.09K
6.39K $534M
XOM
Exxon Mobil Corp

Energy
229
+ 2.27%
$109.72 - $119.0 $25.1K - $27.3K
10.3K $1.21B
SFLR
Innovator Etfs Tr Equity Manag
1.15K
+ 11.53%
N/A
11.1K $354M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.01K
+ 0.95%
$20.47 - $20.71 $20.8K - $21K
108K $2.23B
SYK
Stryker Corp

Healthcare
46
+ 5.18%
$315.94 - $371.96 $14.5K - $17.1K
934 $337M
VO
Vanguard Mid Cap ETF

ETFs
26
+ 2.45%
$237.84 - $263.83 $6.18K - $6.86K
1.09K $287M
DD
Du Pont De Nemours, Inc.

Basic Materials
90
+ 3.62%
$77.22 - $89.49 $6.95K - $8.05K
2.58K $230M
PRF
Invesco Exchange Traded Fd Tr

ETFs
165
+ 2.21%
$37.33 - $40.63 $6.16K - $6.7K
7.63K $310M
FIS
Fidelity National Information Services, Inc.

Technology
38
+ 1.41%
$72.8 - $85.04 $2.77K - $3.23K
2.73K $229M
VIG
Vanguard Dividend Appreciation

ETFs
10
+ 0.73%
$182.15 - $182.15 $1.82K - $1.82K
1.38K $272M
NFLX
Netflix Inc

Communication Services
3
+ 0.5%
$598.55 - $722.26 $1.8K - $2.17K
598 $424M
ECL
Ecolab Inc.

Basic Materials
2
+ 0.18%
$228.86 - $255.76 $458 - $512
1.12K $285M
Activity Summary
Buys All Purchases 79 New Holdings 16 Increased Positions 63 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 0 Puts 0
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