Old Port Advisors Portfolio Holdings
Old Port Advisors
- $335 Billion
- Q2 2024
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.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 225
- Current Value $335 Billion
- Prior Value $327 Billion
- Filing
- Period Q2 2024
- Filing Date July 18, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 11 stocks
- Additional Purchases 110 stocks
- Sold out of 0 stocks
- Reduced holdings in 93 stocks