Orion Capital Management LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $183 Million distributed in 512 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 $14M, Ishares Core S&P 500 ETF with a value of $13.5M, Apple Inc. with a value of $9.25M, Vanguard Dividend Appreciation with a value of $8.78M, and American Centy ETF Tr Avantis with a value of $7.9M.
Examining the 13F form we can see an increase of $16.9M in the current position value, from $166M to 183M.
Below you can find more details about Orion Capital Management LLC portfolio as well as his latest detailed transactions.