Old Port Advisors Sells in Q2 2025

Old Port Advisors

  • $367 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ATO
Atmos Energy Corp

Utilities
-348
- 7.4%
$145.06 - $162.66 $50.5K - $56.6K
4.36K $671M
PG
Procter & Gamble CO

Consumer Defensive
-69
- 1.75%
$157.66 - $172.39 $10.9K - $11.9K
3.88K $618M
FDL
First Tr Morningstar Dividend

ETFs
-1.05K
- 16.97%
$38.19 - $43.19 $40.1K - $45.4K
5.14K $215M
TIP
Ishares Tr Tips Bd ETF

ETFs
-454
- 14.33%
$107.93 - $110.97 $49K - $50.4K
2.72K $299M
NUE
Nucor Corp

Basic Materials
-629
- 20.14%
$103.22 - $131.43 $64.9K - $82.7K
2.49K $323M
TYG
Tortoise Energy Infrastructure Corp

Financial Services
-1.35K
- 14.45%
$35.42 - $43.89 $47.9K - $59.4K
8.01K $352M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-1.15K
- 11.89%
$42.72 - $44.24 $49.1K - $50.8K
8.52K $374M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-22
- 0.91%
$99.37 - $134.05 $2.19K - $2.95K
2.39K $272M
RDVY
First Trust Rising Dividend Ac

ETFs
-1.21K
- 17.88%
$51.6 - $62.74 $62.3K - $75.8K
5.55K $348M
LOW
Lowes Companies Inc

Consumer Cyclical
-31
- 0.89%
$210.83 - $235.28 $6.54K - $7.29K
3.44K $763M
CNP
Centerpoint Energy Inc

Utilities
-1.25K
- 9.01%
$35.5 - $39.05 $44.3K - $48.8K
12.6K $463M
HLN
Haleon PLC

Healthcare
-3.77K
- 22.48%
$9.27 - $11.41 $35K - $43.1K
13K $135M
STZ
Constellation Brands, Inc.

Consumer Defensive
-33
- 2.18%
$160.0 - $195.62 $5.28K - $6.46K
1.48K $241M
VZ
Verizon Communications Inc

Communication Services
-389
- 4.43%
$41.67 - $45.62 $16.2K - $17.7K
8.4K $363M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-320
- 10.8%
$96.84 - $99.46 $31K - $31.8K
2.64K $262M
HD
Home Depot, Inc.

Consumer Cyclical
-81
- 2.18%
$335.24 - $380.78 $27.2K - $30.8K
3.64K $1.33B
XEL
Xcel Energy Inc

Utilities
-50
- 0.58%
$65.65 - $72.39 $3.28K - $3.62K
8.51K $579M
USB
Us Bancorp \De\

Financial Services
-1.03K
- 15.23%
$36.4 - $45.76 $37.5K - $47.1K
5.73K $259M
WPC
W. P. Carey Inc.

Real Estate
-266
- 2.73%
$56.12 - $64.53 $14.9K - $17.2K
9.48K $591M
UNM
Unum Group

Financial Services
-200
- 2.17%
$70.48 - $82.91 $14.1K - $16.6K
9K $727M
ADBE
Adobe Inc.

Technology
-61
- 8.36%
$340.0 - $420.68 $20.7K - $25.7K
669 $259M
ROP
Roper Technologies Inc

Industrials
-2
- 0.32%
$519.19 - $590.78 $1.04K - $1.18K
623 $353M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-1.07K
- 8.44%
$29.52 - $35.31 $31.6K - $37.9K
11.6K $410M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-220
- 7.27%
$152.93 - $181.74 $33.6K - $40K
2.81K $510M
FVD
First Tr Value Line Divid Inde

ETFs
-334
- 3.32%
$40.62 - $45.12 $13.6K - $15.1K
9.72K $434M
ACN
Accenture PLC

Technology
-9
- 1.09%
$279.23 - $323.21 $2.51K - $2.91K
819 $245M
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
-3.47K
- 18.18%
$8.26 - $10.25 $28.6K - $35.5K
15.6K $160M
PEG
Public Service Enterprise Group Inc

Utilities
-664
- 2.83%
$77.13 - $84.18 $51.2K - $55.9K
22.8K $1.92B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-825
- 3.58%
$114.78 - $133.31 $94.7K - $110K
22.2K $2.96B
V
Visa Inc.

Financial Services
-72
- 2.08%
$308.27 - $373.31 $22.2K - $26.9K
3.39K $1.21B
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-400
- 3.67%
$22.87 - $23.14 $9.15K - $9.26K
10.5K $242M
CL
Colgate Palmolive CO

Consumer Defensive
-18
- 0.76%
$87.57 - $96.0 $1.58K - $1.73K
2.36K $214M
QCOM
Qualcomm Inc

Technology
-122
- 5.71%
$124.66 - $159.48 $15.2K - $19.5K
2.01K $321M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-54
- 12.0%
$456.74 - $568.03 $24.7K - $30.7K
396 $225M
SRE
Sempra Energy

Utilities
-409
- 6.53%
$63.78 - $78.91 $26.1K - $32.3K
5.86K $444M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-412
- 8.04%
$71.86 - $82.66 $29.6K - $34.1K
4.71K $390M
DAUG
First Tr ETF Viii Cboe Vest Us
-455
- 7.02%
N/A
6.03K $251M
ADM
Archer Daniels Midland CO

Consumer Defensive
-1.62K
- 8.73%
$41.79 - $54.16 $67.5K - $87.5K
16.9K $892M
SYK
Stryker Corp

Healthcare
-37
- 3.97%
$337.37 - $395.63 $12.5K - $14.6K
895 $354M
VIG
Vanguard Dividend Appreciation

ETFs
-28
- 2.25%
N/A
1.22K $249M
FIS
Fidelity National Information Services, Inc.

Technology
-75
- 2.7%
$68.14 - $82.13 $5.11K - $6.16K
2.7K $220M
BSX
Boston Scientific Corp

Healthcare
-1
- 0.04%
$89.7 - $107.41 $89.7 - $107
2.49K $267M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-29
- 0.29%
$22.92 - $28.05 $665 - $813
10.1K $283M
DSTL
ETF Ser Solution Distillate Us

ETFs
-2.3K
- 1.76%
$48.53 - $55.35 $112K - $127K
129K $7.12B
DRI
Darden Restaurants Inc

Consumer Cyclical
-25
- 0.98%
$186.58 - $225.78 $4.66K - $5.64K
2.53K $552M
DE
Deere & CO

Industrials
-13
- 1.84%
$412.99 - $531.48 $5.37K - $6.91K
695 $353M
VUG
Vanguard Growth ETF

ETFs
-50
- 7.75%
$329.49 - $438.4 $16.5K - $21.9K
595 $261M
VO
Vanguard Mid Cap ETF

ETFs
-12
- 1.0%
$228.54 - $279.83 $2.74K - $3.36K
1.19K $332M
HPE
Hewlett Packard Enterprise CO

Technology
-3.8K
- 17.0%
$12.51 - $20.45 $47.5K - $77.6K
18.5K $379M
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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