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
IGRO
Ishares Tr International Divid

ETFs
2.71K
+ 29.8%
$66.91 - $73.87 $181K - $200K
11.8K $855K
LYB
Lyondell Basell Industries N.V.

Basic Materials
2.78K
+ 21.36%
$69.82 - $78.67 $194K - $219K
15.8K $1.11M
ALGN
Align Technology Inc

Healthcare
1.22K
+ 68.3%
$158.86 - $234.89 $194K - $288K
3.02K $479K
NEU
Newmarket Corp

Basic Materials
343
+ 10.54%
$482.93 - $570.11 $166K - $196K
3.6K $2.04M
SPGI
S&P Global Inc.

Financial Services
382
+ 0.96%
$478.26 - $543.77 $183K - $208K
40.1K $20.4M
CI
Cigna Corp

Healthcare
592
+ 1.32%
$274.49 - $329.0 $162K - $195K
45.6K $15M
PDI
Pimco Dynamic Income Fund

Financial Services
9.8K
+ 4.81%
$18.51 - $20.05 $181K - $196K
213K $4.22M
FROG
J Frog LTD

Technology
6.07K
+ 14.28%
$30.59 - $42.03 $186K - $255K
48.6K $1.55M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
3.04K
+ 1.74%
$62.28 - $71.92 $189K - $218K
178K $11.3M
JXN
Jackson Financial Inc.

Financial Services
2.27K
+ 47.58%
$79.36 - $97.88 $180K - $222K
7.04K $589K
TEF
Telefonica S A

Communication Services
40.4K
+ 73.39%
$3.89 - $4.73 $157K - $191K
95.5K $445K
VVV
Valvoline Inc

Energy
5.45K
+ 23.91%
$34.44 - $40.19 $188K - $219K
28.2K $982K
HSBC
Hsbc Holdings PLC

Financial Services
3.26K
+ 7.78%
$48.68 - $61.58 $159K - $201K
45.2K $2.6M
NGG
National Grid PLC

Utilities
2.82K
+ 22.14%
$56.13 - $65.61 $159K - $185K
15.6K $1.02M
VC
Visteon Corp

Consumer Cyclical
2.36K
+ 42.91%
$77.62 - $90.68 $183K - $214K
7.85K $609K
KMX
Carmax Inc

Consumer Cyclical
2.35K
+ 12.4%
$69.25 - $89.19 $163K - $210K
21.3K $1.66M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.51K
+ 44.62%
$117.4 - $131.02 $177K - $198K
4.89K $585K
MAS
Masco Corp

Industrials
2.57K
+ 13.59%
$68.67 - $81.85 $176K - $210K
21.5K $1.49M
MKSI
Mks Instruments Inc

Technology
2.24K
+ 20.28%
$78.89 - $122.69 $177K - $275K
13.3K $1.07M
NBIX
Neurocrine Biosciences Inc

Healthcare
1.62K
+ 6.23%
$107.22 - $153.29 $173K - $248K
27.5K $3.04M
NNN
National Retail Properties, Inc.

Real Estate
4.2K
+ 34.58%
$38.0 - $43.19 $160K - $181K
16.3K $696K
BK
Bank Of New York Mellon Corp

Financial Services
2.11K
+ 6.57%
$75.42 - $88.95 $159K - $187K
34.2K $2.87M
AJG
Arthur J. Gallagher & Co.

Financial Services
511
+ 4.14%
$275.89 - $345.24 $141K - $176K
12.9K $4.44M
LMT
Lockheed Martin Corp

Industrials
393
+ 2.21%
$423.19 - $506.29 $166K - $199K
18.2K $8.12M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
2.54K
+ 6.45%
$66.3 - $74.17 $168K - $188K
41.9K $2.92M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.15K
+ 6.14%
$132.75 - $177.12 $152K - $203K
19.8K $3.03M
ENB
Enbridge Inc

Energy
3.95K
+ 7.9%
$41.54 - $45.45 $164K - $180K
54K $2.39M
TM
Toyota Motor Corp

Consumer Cyclical
992
+ 5.88%
$176.53 - $195.35 $175K - $194K
17.9K $3.15M
IESC
Ies Holdings, Inc.

Industrials
1.05K
+ 52.65%
$162.26 - $316.26 $171K - $333K
3.05K $504K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
6.2K
+ 6.76%
$28.04 - $28.63 $174K - $177K
97.8K $2.75M
RWL
Invesco Exchange Traded Fd Tr

ETFs
1.74K
+ 67.94%
$96.9 - $104.39 $169K - $182K
4.31K $428K
CWENA
Clearway Energy Inc Cl A
4.91K
+ 14.31%
N/A
39.2K $1.35M
ILCV
Ishares Morningstar Value ETF

ETFs
2.09K
+ 15.84%
$79.37 - $85.24 $166K - $178K
15.3K $1.24M
LXP
Lxp Industrial Trust

Real Estate
19.5K
+ 19.84%
$7.72 - $9.22 $151K - $180K
118K $1.02M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.05K
+ 1.51%
$79.17 - $82.04 $162K - $168K
138K $11.2M
PPC
Pilgrims Pride Corp

Consumer Defensive
3.08K
+ 40.21%
$44.52 - $55.93 $137K - $172K
10.7K $585K
BKNG
Booking Holdings Inc.

Consumer Cyclical
36
+ 1.71%
$4295.4 - $5141.88 $155K - $185K
2.14K $9.85M
RBLX
Roblox Corp

Communication Services
2.85K
+ 25.58%
$53.77 - $75.47 $153K - $215K
14K $815K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
4.91K
+ 15.69%
$32.49 - $37.99 $159K - $186K
36.2K $1.21M
PSA
Public Storage

Real Estate
549
+ 9.89%
$288.99 - $313.98 $159K - $172K
6.1K $1.83M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
497
+ 16.06%
$272.79 - $355.88 $136K - $177K
3.59K $1.19M
IYR
Ishares Tr

ETFs
1.73K
+ 37.96%
$89.49 - $98.98 $154K - $171K
6.27K $600K
CAT
Caterpillar Inc

Industrials
497
+ 1.87%
$326.75 - $407.63 $162K - $203K
27.1K $8.93M
VEU
Vanguard Ftse All World Ex Us

ETFs
2.65K
+ 28.28%
$56.51 - $62.98 $150K - $167K
12K $729K
AMN
Amn Healthcare Services Inc

Healthcare
6.57K
+ 31.13%
$23.07 - $28.1 $151K - $185K
27.7K $676K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
7.43K
+ 14.05%
$20.2 - $22.24 $150K - $165K
60.3K $1.3M
OSUR
Orasure Technologies Inc

Healthcare
47K
+ 76.78%
$3.06 - $4.11 $144K - $193K
108K $364K
PHM
Pultegroup Inc

Consumer Cyclical
1.54K
+ 4.74%
$101.09 - $118.51 $156K - $182K
34K $3.49M
VOE
Vanguard Mid Cap Value Index F

ETFs
980
+ 10.58%
$156.61 - $168.02 $153K - $165K
10.2K $1.64M
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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