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
ICE
Intercontinental Exchange, Inc.

Financial Services
1.86K
+ 4.3%
$142.8 - $176.36 $265K - $328K
45.1K $7.78M
VRIG
Invesco Actively Managed ETF F

ETFs
12.8K
New
$25.06 - $25.19 $320K - $322K
12.8K $320K
LYG
Lloyds Banking Group PLC

Financial Services
83.3K
+ 9.77%
$2.58 - $3.9 $215K - $325K
936K $3.58M
COHU
Cohu Inc

Technology
21.6K
+ 63.68%
$14.71 - $27.44 $317K - $592K
55.5K $815K
DOCU
Docusign, Inc.

Technology
3.87K
+ 32.45%
$74.7 - $97.7 $289K - $378K
15.8K $1.29M
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
143K
+ 147.55%
$2.21 - $6.13 $315K - $875K
239K $528K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
10K
New
$29.06 - $32.62 $291K - $327K
10K $314K
TU
Telus Corp

Communication Services
21.9K
+ 169.97%
$13.63 - $16.07 $299K - $353K
34.9K $499K
ACM
Aecom

Industrials
3.37K
+ 21.83%
$92.54 - $111.05 $312K - $375K
18.8K $1.75M
AIZ
Assurant, Inc.

Financial Services
1.48K
+ 15.46%
$198.92 - $218.67 $294K - $323K
11K $2.31M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
6.28K
New
$46.86 - $50.66 $294K - $318K
6.28K $304K
XBJL
Innovator Etfs Tr Us Equity Ac
8.94K
New
$33.37 - $34.93 $298K - $312K
8.94K $302K
KNSL
Kinsale Capital Group, Inc.

Financial Services
619
+ 10.38%
$416.48 - $494.72 $258K - $306K
6.58K $3.2M
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.43K
+ 21.22%
$106.31 - $123.73 $259K - $301K
13.9K $1.72M
JLL
Jones Lang Lasalle Inc

Real Estate
1.21K
+ 11.58%
$238.0 - $284.76 $288K - $345K
11.7K $2.89M
IDYA
Ideaya Biosciences, Inc.

Healthcare
18.3K
+ 103.22%
$16.38 - $26.0 $300K - $477K
36.1K $591K
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
10.6K
New
$27.88 - $29.48 $297K - $314K
10.6K $300K
XBOC
Innovator Etfs Tr Us Equity Ac

ETFs
10.1K
New
$29.36 - $31.01 $297K - $313K
10.1K $300K
XBAP
Innovator ETF Tr Us Equity Acc
8.59K
New
$33.63 - $34.94 $289K - $300K
8.59K $299K
EVRG
Evergy, Inc.

Utilities
4.33K
+ 9.39%
$59.9 - $69.52 $259K - $301K
50.4K $3.48M
UAA
Under Armour, Inc.

Consumer Cyclical
47.6K
+ 79.02%
$6.25 - $8.66 $298K - $412K
108K $674K
AXON
Axon Enterprise, Inc.

Industrials
564
+ 18.07%
$496.65 - $710.01 $280K - $400K
3.69K $1.94M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
610
+ 6.81%
$402.49 - $513.76 $246K - $313K
9.57K $4.64M
IMCR
Immunocore Holdings PLC

Healthcare
9.92K
+ 76.18%
$28.21 - $33.0 $280K - $327K
22.9K $680K
SEE
Sealed Air Corp

Consumer Cyclical
10.2K
+ 58.49%
$28.9 - $35.65 $293K - $362K
27.5K $795K
CVNA
Carvana Co.

Consumer Cyclical
1.4K
+ 68.79%
$166.52 - $285.33 $233K - $400K
3.44K $719K
FTS
Fortis Inc.

Utilities
6.42K
+ 90.84%
$40.49 - $45.58 $260K - $292K
13.5K $614K
PANW
Palo Alto Networks Inc

Technology
1.71K
+ 5.2%
$167.82 - $208.28 $287K - $357K
34.7K $5.92M
ATKR
Atkore Inc.

Industrials
4.86K
New
$58.89 - $88.18 $286K - $428K
4.86K $291K
LNT
Alliant Energy Corp

Utilities
4.49K
+ 6.52%
$56.66 - $66.04 $254K - $296K
73.2K $4.71M
BOTZ
Global X Fds

ETFs
10.1K
+ 22.11%
$28.46 - $34.53 $287K - $349K
55.8K $1.59M
KLAC
Kla Corp

Technology
422
+ 3.34%
$636.62 - $777.63 $269K - $328K
13.1K $8.88M
CWST
Casella Waste Systems Inc

Industrials
2.57K
New
$104.2 - $115.86 $268K - $298K
2.57K $286K
RPRX
Royalty Pharma PLC

Healthcare
9.19K
New
$25.75 - $33.86 $237K - $311K
9.19K $286K
SNOW
Snowflake Inc.

Technology
1.94K
+ 29.54%
$146.16 - $192.78 $284K - $375K
8.53K $1.25M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.72K
+ 82.73%
$48.43 - $49.9 $277K - $286K
12.6K $630K
BSX
Boston Scientific Corp

Healthcare
2.81K
+ 9.17%
$89.38 - $106.18 $251K - $298K
33.4K $3.37M
DE
Deere & CO

Industrials
601
+ 4.8%
$408.57 - $509.27 $246K - $306K
13.1K $6.15M
RACE
Ferrari N.V.

Consumer Cyclical
660
+ 8.56%
$413.73 - $508.15 $273K - $335K
8.37K $3.58M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
9.44K
New
$28.25 - $31.5 $267K - $297K
9.44K $282K
SMR
Nuscale Power Corp

Industrials
19.7K
+ 194.82%
$14.16 - $29.08 $279K - $574K
29.9K $422K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
5.01K
New
$54.9 - $62.36 $275K - $312K
5.01K $278K
BCO
Brinks CO

Industrials
3.21K
+ 81.85%
$83.39 - $96.29 $268K - $309K
7.13K $614K
MGK
Vanguard Mega Cap Growth ETF

ETFs
896
+ 12.08%
$307.43 - $357.48 $275K - $320K
8.31K $2.57M
KRNY
Kearny Financial Corp.

Financial Services
44K
New
$6.18 - $7.55 $272K - $332K
44K $275K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
5.45K
New
$50.03 - $50.27 $273K - $274K
5.45K $273K
XLV
Select Sector Spdr Fund Health

ETFs
1.88K
+ 4.56%
$137.61 - $149.68 $258K - $281K
43K $6.28M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
11.1K
+ 23.83%
$23.9 - $24.18 $265K - $268K
57.6K $1.39M
BTI
British American Tobacco P.L.C.

Consumer Defensive
6.45K
+ 9.7%
$35.35 - $42.74 $228K - $276K
73K $3.02M
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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