Orion Capital Management LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $185 Million distributed in 437 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $16M, Ishares Core S&P 500 ETF with a value of $14.2M, Apple Inc. with a value of $10.9M, Vanguard Dividend Appreciation with a value of $8.58M, and American Centy ETF Tr Avantis with a value of $8.18M.
Examining the 13F form we can see an increase of $2.8M in the current position value, from $183M to 185M.
Below you can find more details about Orion Capital Management LLC portfolio as well as his latest detailed transactions.