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Profesionally Managed Portfo shares owned by Old Port Advisors

Quarter-by-quarter ownership of Profesionally Managed Portfo (WAGN) shares owned by Old Port Advisors from 13F filings

Historical chart of Old Port Advisors investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by Old Port Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Profesionally Managed Portfo by Old Port Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.5M 111k 13.76

More positions owned by Old Port Advisors

Seagate Technology Holdings Stock (STX)
Corning, Inc. Common Stock (GLW)
Intel Corp Common Stock (INTC)
Applied Finance, Valuation Large Cap ETF Etf (VSLU)
Microsoft Corp Common Stock (MSFT)
ALPS/Smith Core Plus, Bond. Exchange Etf (SMTH)
iShares Gold Etf (IAU)
Apple, Inc. Common Stock (AAPL)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Schwab Us Dividend Equity ETF Etf (SCHD)
JP Morgan Chase & Co. Common Stock (JPM)
Caterpillar, Inc. Common Stock (CAT)
Nvidia Corporation Common Stock (NVDA)
Broadcom, Inc. Common Stock (AVGO)
Distillate US Fundamental Stability & Value ETF Etf (DSTL)

View all positions for Old Port Advisors

Top funds holding Profesionally Managed Portfo

Stifel Financial
Jane Street
Del-Sette Capital Management
Old Port Advisors
Belpointe Asset Management
Wealthcare Advisory Partners
Cambridge Investment Research Advisors
NWF Advisory Services
CWM
Resources Investment Advisors
Tactive Advisors
Citadel Advisors
Investment House
Advisor Group Holdings
Captrust Financial Advisors

View all funds holding Profesionally Managed Portfo