Old Port Advisors has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $335 Billion distributed in 225 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $14.7B, Apple Inc. with a value of $8.52B, Ishares Core S&P 500 ETF with a value of $7.65B, Schwab Strategic Tr Us Dividen with a value of $7.66B, and ETF Ser Solution Distillate Us with a value of $7.67B.
Examining the 13F form we can see an increase of $8.2B in the current position value, from $327B to 335B.
Below you can find more details about Old Port Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$335 Billion
ETFs: $113 Billion
Technology: $64 Billion
Financial Services: $33 Billion
Healthcare: $24 Billion
Consumer Defensive: $16 Billion
Industrials: $14.8 Billion
Utilities: $14.4 Billion
Energy: $13.9 Billion
Other: $36.7 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions