Orion Portfolio Solutions, LLC Incresed Positions in Q1 2025

Orion Portfolio Solutions, LLC

  • $9.27 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
905K
+ 1679.5%
$209.68 - $247.1 $190M - $224M
959K $213M
IVV
Ishares Core S&P 500 ETF

ETFs
284K
+ 109.11%
$554.06 - $615.85 $157M - $175M
544K $306M
MSFT
Microsoft Corp

Technology
369K
+ 554.22%
$375.39 - $447.2 $139M - $165M
436K $164M
AMZN
Amazon Com Inc

Consumer Cyclical
563K
+ 3665.5%
$190.26 - $242.06 $107M - $136M
579K $110M
GOOGL
Alphabet Inc.

Communication Services
335K
+ 2450.27%
$154.33 - $206.19 $51.8M - $69.2M
349K $54M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
236K
+ 49.56%
$91.76 - $103.26 $21.7M - $24.4M
713K $65.9M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
124K
+ 1388.02%
$165.25 - $224.62 $20.5M - $27.9M
133K $22.1M
BALT
Innovator Etfs Tr
533K
+ 894.92%
$31.31 - $31.89 $16.7M - $17M
593K $18.6M
NVDA
Nvidia Corp

Technology
109K
+ 10.46%
$106.98 - $149.43 $11.7M - $16.4M
1.16M $125M
VEA
Vanguard Ftse Developed Market

ETFs
208K
+ 10.27%
$47.4 - $52.99 $9.85M - $11M
2.23M $113M
VDC
Vanguard Consumer Staples ETF

ETFs
39.3K
+ 1341.1%
$206.54 - $226.16 $8.12M - $8.89M
42.3K $9.25M
IVE
Ishares S&P 500 Value ETF

ETFs
44.1K
+ 69.25%
$185.78 - $198.58 $8.2M - $8.76M
108K $20.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
166K
+ 19.25%
$42.5 - $46.71 $7.07M - $7.77M
1.03M $46.6M
PNC
Pnc Financial Services Group, Inc.

Financial Services
40.9K
+ 141.41%
$168.84 - $202.89 $6.91M - $8.3M
69.9K $12.3M
VTV
Vanguard Value ETF

ETFs
41.6K
+ 9.03%
$167.73 - $179.21 $6.98M - $7.46M
503K $86.9M
BRK-A
Berkshire Hathaway Inc

Financial Services
9
+ 900.0%
$663000.0 - $801950.0 $5.97M - $7.22M
10 $7.98M
SBUX
Starbucks Corp

Consumer Cyclical
63.5K
+ 42.76%
$91.75 - $115.81 $5.82M - $7.35M
212K $20.8M
META
Meta Platforms, Inc.

Communication Services
10.6K
+ 10.25%
$576.36 - $736.67 $6.11M - $7.81M
114K $65.7M
TSLA
Tesla, Inc.

Consumer Cyclical
21.3K
+ 24.25%
$222.15 - $428.22 $4.74M - $9.13M
109K $28.3M
MRSK
Toews Agility Shares Managed R

Technology
169K
+ 13.05%
$31.27 - $33.98 $5.28M - $5.74M
1.46M $46.3M
AVEM
American Centy ETF Tr Avantis

ETFs
87.3K
+ 18.58%
$57.11 - $62.4 $4.99M - $5.45M
557K $33.5M
JEPI
J P Morgan Exchange Traded Fd

ETFs
92K
+ 34.1%
$56.17 - $59.71 $5.17M - $5.49M
362K $20.7M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
64.4K
+ 20.67%
$76.94 - $78.28 $4.95M - $5.04M
376K $29.4M
BNDX
Vanguard Total International B

ETFs
102K
+ 20.54%
$48.33 - $49.5 $4.93M - $5.05M
599K $29.2M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
342K
+ 952.89%
$13.05 - $13.97 $4.47M - $4.78M
378K $5.15M
CRM
Salesforce, Inc.

Technology
17.3K
+ 28.44%
$268.36 - $359.95 $4.63M - $6.22M
78K $20.9M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
44.5K
+ 227.93%
$97.25 - $104.79 $4.33M - $4.66M
64K $6.64M
OEF
Ishares S&P 100 ETF

ETFs
17.2K
+ 188.97%
N/A
26.3K $7M
ADSK
Autodesk, Inc.

Technology
18.3K
+ 82.66%
N/A
40.5K $9.95M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
56.4K
+ 23.15%
$73.78 - $76.59 $4.16M - $4.32M
300K $23M
VTI
Vanguard Total Stock Market Et

ETFs
14.3K
+ 2.79%
$271.18 - $303.12 $3.87M - $4.33M
525K $144M
DIS
Walt Disney CO

Communication Services
39.7K
+ 75.68%
$96.87 - $114.0 $3.85M - $4.53M
92.2K $9.1M
AVGO
Broadcom Inc.

Technology
23.1K
+ 10.97%
$167.43 - $244.7 $3.87M - $5.66M
234K $39.2M
COST
Costco Wholesale Corp

Consumer Defensive
3.97K
+ 15.51%
$890.62 - $1076.86 $3.53M - $4.27M
29.6K $28M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
8.77K
+ 166.07%
$408.78 - $448.82 $3.59M - $3.94M
14.1K $5.9M
T
At&T Inc.

Communication Services
128K
+ 39.56%
$21.56 - $28.28 $2.76M - $3.61M
451K $12.8M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
61.3K
+ 14.29%
$58.23 - $69.12 $3.57M - $4.24M
490K $28.7M
USMC
Principal ETF U S Mega Cap

ETFs
62.9K
+ 43.23%
$55.72 - $63.13 $3.5M - $3.97M
208K $11.8M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
102K
+ 16.79%
$32.42 - $36.13 $3.32M - $3.7M
711K $23.5M
LLY
Eli Lilly & CO

Healthcare
3.86K
+ 8.85%
$725.72 - $929.72 $2.8M - $3.58M
47.4K $39.2M
XLE
Energy Sector Spdr

ETFs
34K
+ 68.04%
$85.7 - $93.96 $2.91M - $3.19M
83.9K $7.84M
WMT
Walmart Inc.

Consumer Defensive
35.8K
+ 6.18%
$84.5 - $105.05 $3.02M - $3.76M
615K $54M
PJAN
Innovator U.S. Equity Power Bu

ETFs
73.3K
+ 243.15%
$41.09 - $43.24 $3.01M - $3.17M
103K $4.29M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
61.7K
+ 13.35%
$48.0 - $54.24 $2.96M - $3.35M
524K $25.3M
AMD
Advanced Micro Devices Inc

Technology
28.6K
+ 87.22%
$96.63 - $129.55 $2.77M - $3.71M
61.5K $6.32M
GLW
Corning Inc

Technology
62.5K
+ 255.96%
$44.91 - $54.25 $2.81M - $3.39M
86.9K $3.98M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
28.8K
+ 4.08%
$95.85 - $99.25 $2.76M - $2.86M
735K $72.7M
KR
Kroger CO

Consumer Defensive
40.5K
+ 92.56%
$58.36 - $67.72 $2.36M - $2.74M
84.3K $5.71M
PAVE
Global X Fds Us Infrastructure

ETFs
72K
+ 231.9%
$37.31 - $43.82 $2.69M - $3.16M
103K $3.89M
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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