Orion Portfolio Solutions, LLC Purchases in Q1 2025

Orion Portfolio Solutions, LLC

  • $9.27 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SOFI
So Fi Technologies, Inc.

Financial Services
3.49K
+ 9.84%
$11.18 - $18.03 $39K - $62.9K
39K $453K
BBD
Bank Bradesco

Financial Services
18K
+ 13.71%
$1.85 - $2.32 $33.3K - $41.8K
149K $333K
BC
Brunswick Corp

Consumer Cyclical
744
+ 11.69%
$53.49 - $70.51 $39.8K - $52.5K
7.11K $382K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
326
+ 1.06%
$120.07 - $144.17 $39.1K - $47K
31K $3.84M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
693
+ 1.78%
$54.94 - $69.15 $38.1K - $47.9K
39.5K $2.28M
GENC
Gencor Industries Inc

Industrials
3.17K
+ 7.1%
$12.0 - $17.38 $38K - $55K
47.7K $580K
OGE
Oge Energy Corp.

Utilities
843
+ 14.82%
$39.76 - $46.32 $33.5K - $39K
6.53K $300K
AGNC
Agnc Investment Corp.

Real Estate
3.81K
+ 34.78%
$9.12 - $10.54 $34.8K - $40.2K
14.8K $141K
DT
Dynatrace, Inc.

Technology
804
+ 7.05%
$47.15 - $62.42 $37.9K - $50.2K
12.2K $575K
HIMX
Himax Technologies, Inc.

Technology
4.92K
+ 36.88%
$7.2 - $12.85 $35.4K - $63.2K
18.2K $134K
TOL
Toll Brothers, Inc.

Consumer Cyclical
351
+ 12.3%
$103.02 - $140.69 $36.2K - $49.4K
3.2K $338K
BIO
Bio Rad Laboratories, Inc.

Healthcare
146
+ 4.47%
$243.0 - $367.0 $35.5K - $53.6K
3.41K $830K
NSA
National Storage Affiliates Trust

Real Estate
920
+ 5.41%
$35.92 - $39.59 $33K - $36.4K
17.9K $705K
RHI
Robert Half International Inc.

Industrials
662
+ 10.36%
$51.96 - $71.3 $34.4K - $47.2K
7.06K $384K
AMP
Ameriprise Financial Inc

Financial Services
73
+ 0.89%
$472.29 - $575.13 $34.5K - $42K
8.24K $3.99M
HII
Huntington Ingalls Industries, Inc.

Industrials
171
+ 3.32%
$159.75 - $208.61 $27.3K - $35.7K
5.33K $1.09M
NDSN
Nordson Corp

Industrials
174
+ 1.39%
$200.12 - $224.07 $34.8K - $39K
12.7K $2.55M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
355
+ 4.73%
$98.43 - $98.88 $34.9K - $35.1K
7.87K $776K
VOD
Vodafone Group Public LTD CO

Communication Services
3.73K
+ 12.99%
$8.05 - $9.86 $30K - $36.7K
32.4K $303K
EFX
Equifax Inc

Industrials
142
+ 2.84%
$235.63 - $278.34 $33.5K - $39.5K
5.14K $1.25M
NTRA
Natera, Inc.

Healthcare
242
+ 3.48%
$132.63 - $177.0 $32.1K - $42.8K
7.19K $1.02M
PNW
Pinnacle West Capital Corp

Utilities
354
+ 1.58%
$81.76 - $95.25 $28.9K - $33.7K
22.8K $2.17M
CBT
Cabot Corp

Basic Materials
400
+ 8.25%
$81.12 - $92.51 $32.4K - $37K
5.25K $436K
EGP
Eastgroup Properties Inc

Real Estate
188
+ 2.47%
$155.63 - $187.46 $29.3K - $35.2K
7.81K $1.38M
FMC
Fmc Corp

Basic Materials
783
+ 4.96%
$34.54 - $56.38 $27K - $44.1K
16.6K $698K
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
959
+ 5.74%
$32.3 - $53.15 $31K - $51K
17.7K $592K
IWV
Ishares Russell 3000 ETF

ETFs
103
+ 0.57%
$313.1 - $349.83 $32.2K - $36K
18.1K $5.76M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
450
+ 4.19%
$70.83 - $76.62 $31.9K - $34.5K
11.2K $794K
RS
Reliance Steel & Aluminum CO

Basic Materials
114
+ 10.9%
$266.61 - $302.66 $30.4K - $34.5K
1.16K $334K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
113
+ 3.02%
$233.07 - $290.7 $26.3K - $32.8K
3.86K $1.04M
EXPO
Exponent Inc

Industrials
374
+ 4.72%
$78.9 - $93.95 $29.5K - $35.1K
8.31K $673K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
1.59K
+ 10.83%
$18.46 - $19.19 $29.3K - $30.4K
16.2K $311K
DRH
Diamond Rock Hospitality CO

Real Estate
3.95K
+ 3.82%
$7.64 - $9.04 $30.2K - $35.7K
107K $828K
HST
Host Hotels & Resorts, Inc.

Real Estate
2.06K
+ 4.02%
$14.21 - $17.45 $29.3K - $36K
53.4K $758K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
144
+ 1.15%
$203.38 - $274.79 $29.3K - $39.6K
12.6K $2.59M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.23K
+ 1.36%
N/A
91.6K $2.18M
JHX
James Hardie Industries PLC

Basic Materials
1.2K
+ 3.55%
$23.56 - $34.63 $28.4K - $41.7K
35.2K $828K
ALKS
Alkermes Plc.

Healthcare
869
+ 8.22%
$28.08 - $36.0 $24.4K - $31.3K
11.4K $377K
GBCI
Glacier Bancorp, Inc.

Financial Services
626
+ 3.41%
$43.81 - $52.23 $27.4K - $32.7K
19K $839K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
655
+ 7.51%
$43.49 - $58.8 $28.5K - $38.5K
9.38K $407K
SCCO
Southern Copper Corp

Basic Materials
300
+ 1.83%
$85.92 - $101.48 $25.8K - $30.4K
16.7K $1.56M
VICI
Vici Properties Inc.

Real Estate
854
+ 1.97%
$28.21 - $32.68 $24.1K - $27.9K
44.2K $1.44M
WVE
Wave Life Sciences Ltd.

Healthcare
3.42K
+ 21.65%
$8.08 - $13.51 $27.6K - $46.2K
19.2K $155K
WCC
Wesco International Inc

Industrials
178
+ 13.92%
$155.3 - $199.95 $27.6K - $35.6K
1.46K $226K
AMPX
Amprius Technologies, Inc.

Industrials
10.2K
New
$1.78 - $3.84 $18.2K - $39.3K
10.2K $27K
CNHI
Cnh Industrial N.V.

Industrials
2.55K
+ 8.54%
N/A
32.4K $337K
DUOL
Duolingo, Inc.

Technology
85
+ 13.02%
$272.49 - $441.39 $23.2K - $37.5K
738 $229K
NU
Nu Holdings Ltd.

Financial Services
2.72K
+ 2.01%
$10.12 - $13.95 $27.5K - $37.9K
138K $1.41M
SIGI
Selective Insurance Group Inc

Financial Services
297
+ 2.28%
$78.49 - $95.48 $23.3K - $28.4K
13.3K $1.22M
Activity Summary
Buys All Purchases 1165 New Holdings 193 Increased Positions 972 Sells All Sells 702 Reductions 702 Sold out 0 Options Calls 0 Puts 0
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