Orion Portfolio Solutions, LLC Incresed Positions in Q4 2024

Orion Portfolio Solutions, LLC

  • $9.52 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ELV
Elevance Health, Inc.

Healthcare
896K
+ 6817.83%
$365.96 - $514.62 $328M - $461M
909K $336M
APD
Air Products & Chemicals, Inc.

Basic Materials
499K
+ 1615.5%
$285.5 - $335.62 $142M - $168M
530K $154M
SPYG
Spdr Portfolio

ETFs
1.4M
+ 2707.51%
$81.74 - $91.38 $114M - $128M
1.45M $127M
ADBE
Adobe Inc.

Technology
240K
+ 536.58%
$437.39 - $552.96 $105M - $133M
285K $127M
IWY
Ishares Tr Russell 200 Growth

ETFs
319K
+ 1532.52%
$216.72 - $244.71 $69.2M - $78.1M
340K $80M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
488K
+ 14523.07%
$119.61 - $136.3 $58.3M - $66.5M
491K $60.7M
FISV
Fiserv Inc

Technology
384K
+ 935.56%
N/A
425K $53.3M
CWB
Spdr Bloomberg Convertible Sec

ETFs
479K
+ 16449.42%
$76.21 - $82.24 $36.5M - $39.4M
482K $37.6M
SECT
Sector 10, Inc.

ETFs
103K
+ 0.58%
$53.17 - $57.82 $5.5M - $5.98M
17.9M $982M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
41.1K
+ 37.54%
$521.84 - $558.82 $21.4M - $22.9M
150K $81M
AVGO
Broadcom Inc.

Technology
14.8K
+ 7.56%
$159.67 - $250.0 $2.37M - $3.71M
211K $48.9M
TSLA
Tesla, Inc.

Consumer Cyclical
5.89K
+ 7.18%
$213.65 - $479.86 $1.26M - $2.82M
87.9K $35.5M
GOOG
Alphabet Inc.

Communication Services
33.3K
+ 11.02%
$163.08 - $198.16 $5.42M - $6.59M
335K $63.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
19.8K
+ 21.57%
$481.22 - $538.17 $9.51M - $10.6M
111K $56.9M
IEFA
Ishares Tr

ETFs
182K
+ 38.24%
$70.06 - $77.43 $12.7M - $14.1M
657K $46.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
39.5K
+ 50.28%
$198.04 - $221.51 $7.82M - $8.74M
118K $24.8M
ABC
Amerisourcebergen Corp

Healthcare
45.9K
+ 367.63%
N/A
58.4K $10.8M
QCOM
Qualcomm Inc

Technology
61.7K
+ 90.74%
$150.4 - $178.04 $9.28M - $11M
130K $19.9M
WMT
Walmart Inc.

Consumer Defensive
30.4K
+ 5.54%
$79.1 - $95.7 $2.4M - $2.91M
579K $52.3M
VEEV
Veeva Systems Inc

Healthcare
36K
+ 438.78%
$201.81 - $250.45 $7.26M - $9.01M
44.2K $9.28M
IWD
Ishares Russell 1000 Val ETF

ETFs
41.2K
+ 62.29%
$183.23 - $199.79 $7.55M - $8.23M
107K $19.9M
META
Meta Platforms, Inc.

Communication Services
8.86K
+ 9.37%
$554.08 - $632.68 $4.91M - $5.61M
103K $61M
MUB
Ishares National Muni Bond ETF

ETFs
72.4K
+ 11.07%
$105.78 - $108.7 $7.65M - $7.87M
726K $77.4M
SCHW
Schwab Charles Corp

Financial Services
70.1K
+ 57.45%
$63.31 - $82.85 $4.44M - $5.81M
192K $14.2M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
46.6K
+ 110.79%
$124.61 - $133.96 $5.8M - $6.24M
88.6K $11.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
109K
+ 68.15%
$57.53 - $60.83 $6.29M - $6.65M
270K $15.5M
JPM
Jpmorgan Chase & CO

Financial Services
64
+ 0.03%
$205.18 - $250.29 $13.1K - $16K
198K $47.4M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
23.3K
+ 271.91%
$238.25 - $261.28 $5.54M - $6.08M
31.8K $7.71M
IWS
Ishares Russell Midcap Value E

ETFs
42.5K
+ 347.68%
$128.08 - $140.32 $5.44M - $5.96M
54.7K $7.07M
IWB
Ishares Tr Russell 1000 ETF

ETFs
14.7K
+ 27.64%
$311.11 - $335.64 $4.56M - $4.92M
67.7K $21.8M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
22.7K
+ 747.26%
$201.32 - $217.44 $4.56M - $4.93M
25.7K $5.32M
MSTR
Microstrategy Inc

Technology
13.9K
+ 260.38%
$162.69 - $473.83 $2.27M - $6.6M
19.3K $5.59M
IWP
Ishares Russell Mid Cap Growth

ETFs
13.7K
+ 5.12%
$116.4 - $138.52 $1.59M - $1.9M
281K $35.6M
IEMG
Ishares Inc

ETFs
76.4K
+ 14.17%
N/A
616K $33M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
53.7K
+ 24.42%
$66.77 - $71.52 $3.58M - $3.84M
273K $18.9M
DAL
Delta Air Lines, Inc.

Industrials
63.2K
+ 323.29%
$47.46 - $65.77 $3M - $4.16M
82.7K $5M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.13K
+ 3.22%
$567.81 - $607.81 $2.35M - $2.51M
132K $77.7M
MRSK
Toews Agility Shares Managed R

Technology
97.9K
+ 8.18%
$32.13 - $34.12 $3.14M - $3.34M
1.29M $42.7M
PLTR
Palantir Technologies Inc.

Technology
19.3K
+ 31.43%
$36.46 - $82.38 $702K - $1.59M
80.5K $6.09M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
32.8K
+ 8.29%
$61.63 - $71.89 $2.02M - $2.36M
429K $28.7M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
93.5K
+ 333.35%
$39.5 - $41.38 $3.69M - $3.87M
121K $4.89M
HYG
Ishares Tr

ETFs
47.9K
+ 88.92%
$78.09 - $80.04 $3.74M - $3.84M
102K $8.01M
VONG
Vanguard Russell 1000 Growth E

ETFs
34.3K
+ 295.2%
$95.27 - $107.82 $3.27M - $3.7M
46K $4.75M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
157K
+ 98.27%
$22.39 - $23.45 $3.51M - $3.68M
316K $7.27M
BAC
Bank Of America Corp

Financial Services
52.1K
+ 24.09%
$39.22 - $47.77 $2.04M - $2.49M
268K $11.8M
GPC
Genuine Parts CO

Consumer Cyclical
29.1K
+ 333.18%
$113.11 - $143.63 $3.29M - $4.18M
37.9K $4.42M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
126K
+ 1470.76%
$25.0 - $25.11 $3.15M - $3.16M
135K $3.37M
KMI
Kinder Morgan, Inc.

Energy
83.1K
+ 51.41%
$22.59 - $28.54 $1.88M - $2.37M
245K $6.71M
MA
Mastercard Inc

Financial Services
2.3K
+ 3.98%
$491.3 - $536.15 $1.13M - $1.23M
59.9K $31.6M
Activity Summary
Buys All Purchases 938 New Holdings 158 Increased Positions 780 Sells All Sells 866 Reductions 866 Sold out 0 Options Calls 0 Puts 0
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