Old Port Advisors Sells in Q3 2025

Old Port Advisors

  • $398 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-8.54K
- 52.66%
$620.67 - $670.08 $5.3M - $5.72M
7.68K $5.14B
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.75K
- 64.8%
$617.65 - $666.84 $1.08M - $1.17M
950 $633M
TYL
Tyler Technologies Inc

Technology
-152
- 1.79%
$522.22 - $611.76 $79.4K - $93K
8.34K $4.36B
UPS
United Parcel Service Inc

Industrials
-1.95K
- 10.02%
$82.58 - $105.54 $161K - $206K
17.5K $1.47B
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-14.5K
- 16.7%
$37.98 - $39.81 $552K - $578K
72.4K $2.81B
IFGL
Ishares International Develope

ETFs
-21.7K
- 21.87%
$22.04 - $23.67 $479K - $514K
77.6K $1.79B
TTE
Total Energies Se

Energy
-5.55K
- 14.17%
N/A
33.6K $2.01B
CAG
Conagra Brands Inc.

Consumer Defensive
-11K
- 15.66%
$18.04 - $21.14 $198K - $232K
59.2K $1.08B
DVYA
Ishares Asia/Pacific Divid 30

ETFs
-13.9K
- 20.04%
$38.81 - $43.36 $540K - $603K
55.5K $2.33B
ILF
Ishares Latin America 40 ETF

ETFs
-20.3K
- 21.32%
$24.77 - $28.98 $503K - $588K
74.9K $2.16B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-15.5K
- 16.19%
$20.66 - $20.74 $321K - $322K
80.4K $1.66B
PSA
Public Storage

Real Estate
-1.02K
- 23.0%
$271.94 - $298.09 $278K - $305K
3.43K $990M
MET
Metlife Inc

Financial Services
-4.2K
- 19.56%
$73.82 - $82.37 $310K - $346K
17.3K $1.42B
SO
Southern CO

Utilities
-3.83K
- 16.7%
$90.83 - $96.0 $347K - $367K
19.1K $1.81B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.76K
- 16.43%
$72.57 - $74.72 $273K - $281K
19.1K $1.42B
HON
Honeywell International Inc

Industrials
-94
- 0.87%
$207.7 - $240.4 $19.5K - $22.6K
10.7K $2.26B
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.86K
- 20.88%
$185.88 - $207.44 $345K - $385K
7.04K $1.41B
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
-13.3K
- 20.02%
$20.07 - $21.62 $267K - $287K
53.1K $1.12B
Annaly Capital Management Inc, Com. Real
-13.9K
- 27.76%
N/A
36.2K $732M
INTU
Intuit Inc

Technology
-15
- 0.79%
$646.03 - $807.39 $9.69K - $12.1K
1.88K $1.28B
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
-9.06K
- 25.5%
$21.68 - $22.04 $196K - $200K
26.5K $581M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-9.19K
- 6.01%
$20.84 - $21.03 $191K - $193K
144K $3.01B
MASS
908 Devices Inc.

Healthcare
-35K
- 47.54%
$5.44 - $8.76 $190K - $307K
38.6K $338M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-7.53K
- 7.7%
$22.84 - $22.95 $172K - $173K
90.2K $2.07B
WM
Waste Management Inc

Industrials
-153
- 0.9%
$213.88 - $237.1 $32.7K - $36.3K
16.9K $3.74B
UNP
Union Pacific Corp

Industrials
-704
- 25.59%
$214.91 - $237.16 $151K - $167K
2.05K $484M
KIM
Kimco Realty Corp

Real Estate
-9.96K
- 11.28%
$20.74 - $22.79 $207K - $227K
78.3K $1.71B
T
At&T Inc.

Communication Services
-2.07K
- 1.98%
$26.94 - $29.62 $55.6K - $61.2K
102K $2.88B
CAH
Cardinal Health Inc

Healthcare
-28
- 0.25%
$146.04 - $167.63 $4.09K - $4.69K
11.3K $1.78B
Ge Healthcare Technologies Inc Common (Stock)
-1.75K
- 37.79%
N/A
2.89K $217M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-480
- 7.73%
$38.58 - $58.24 $18.5K - $28K
5.73K $224M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-3.91K
- 9.38%
$30.71 - $30.86 $120K - $121K
37.7K $1.16B
UL
Unilever PLC

Consumer Defensive
-196
- 0.35%
$58.43 - $65.01 $11.5K - $12.7K
55.8K $3.31B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-6.26K
- 3.38%
$19.49 - $19.61 $122K - $123K
179K $3.5B
OKE
Oneok Inc

Energy
-130
- 1.07%
$71.36 - $83.47 $9.28K - $10.9K
12K $876M
KO
Coca Cola CO

Consumer Defensive
-1.04K
- 11.23%
$65.67 - $71.67 $68K - $74.2K
8.18K $542M
CSCO
Cisco Systems, Inc.

Technology
-455
- 0.79%
$66.2 - $71.79 $30.1K - $32.7K
57K $3.9B
FISV
Fiserv Inc

Technology
-28
- 1.58%
N/A
1.75K $225M
DRI
Darden Restaurants Inc

Consumer Cyclical
-54
- 2.13%
$184.73 - $220.27 $9.98K - $11.9K
2.48K $472M
DIS
Walt Disney CO

Communication Services
-133
- 2.01%
$112.25 - $124.0 $14.9K - $16.5K
6.48K $742M
BMY
Bristol Myers Squibb CO

Healthcare
-502
- 1.34%
$43.31 - $48.98 $21.7K - $24.6K
37.1K $1.67B
AMP
Ameriprise Financial Inc

Financial Services
-12
- 0.87%
$486.13 - $544.55 $5.83K - $6.53K
1.37K $673M
MTB
M&T Bank Corp

Financial Services
-456
- 5.52%
$183.74 - $204.05 $83.8K - $93K
7.8K $1.54B
COST
Costco Wholesale Corp

Consumer Defensive
-12
- 1.6%
$915.95 - $994.57 $11K - $11.9K
738 $683M
MRNA
Moderna, Inc.

Healthcare
-1.15K
- 7.31%
$23.51 - $34.67 $27K - $39.8K
14.6K $376M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-762
- 2.41%
$78.11 - $79.07 $59.5K - $60.3K
30.9K $2.44B
PNW
Pinnacle West Capital Corp

Utilities
-590
- 18.38%
$85.87 - $94.45 $50.7K - $55.7K
2.62K $235M
PEG
Public Service Enterprise Group Inc

Utilities
-401
- 1.76%
$79.99 - $90.14 $32.1K - $36.1K
22.4K $1.87B
SYK
Stryker Corp

Healthcare
-66
- 7.37%
$368.57 - $403.53 $24.3K - $26.6K
829 $306M
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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