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
PHYS
Sprott Physical Gold Trust

Financial Services
3.09K
+ 19.02%
$19.66 - $21.66 $60.8K - $67K
19.4K $389K
AJG
Arthur J. Gallagher & Co.

Financial Services
94
+ 0.77%
$278.49 - $315.16 $26.2K - $29.6K
12.3K $3.5M
FROG
J Frog LTD

Technology
1.33K
+ 3.24%
$27.22 - $32.86 $36.3K - $43.8K
42.5K $1.25M
EWJ
Ishares Msci Japan ETF

ETFs
1.07K
+ 24.21%
$66.18 - $71.84 $71K - $77.1K
5.51K $369K
TNET
Trinet Group, Inc.

Industrials
773
+ 26.36%
$80.31 - $98.2 $62.1K - $75.9K
3.71K $336K
DFIC
Dimensional ETF Tr Dimensional

ETFs
20.2K
+ 9.83%
$25.61 - $28.0 $518K - $566K
226K $5.84M
INVH
Invitation Homes Inc.

Real Estate
2.39K
+ 31.98%
$31.4 - $34.69 $74.9K - $82.8K
9.85K $314K
PH
Parker Hannifin Corp

Industrials
51
+ 1.19%
$621.74 - $709.46 $31.7K - $36.2K
4.35K $2.77M
VLO
Valero Energy Corp

Energy
2.66K
+ 11.99%
$118.59 - $144.02 $316K - $383K
24.8K $3.05M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
2.5K
+ 5.09%
$23.25 - $23.56 $58.2K - $58.9K
51.7K $1.2M
LPL
Lg Display Co., Ltd.

Technology
32.2K
+ 65.9%
$3.07 - $4.02 $98.8K - $129K
81K $248K
APA
Apa Corp

Energy
3.23K
+ 16.86%
$20.47 - $27.07 $66K - $87.3K
22.4K $517K
DSGX
Descartes Systems Group Inc

Technology
75
+ 1.98%
$100.21 - $121.37 $7.52K - $9.1K
3.85K $437K
PCG
Pg&E Corp

Utilities
2.09K
+ 14.46%
$19.2 - $21.63 $40K - $45.1K
16.5K $333K
SCHC
Schwab Strategic Tr Intl Small

ETFs
2.39K
+ 29.19%
$33.93 - $38.37 $81K - $91.6K
10.6K $362K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
3.28K
+ 12.56%
$22.65 - $23.8 $74.2K - $78K
29.4K $667K
AMH
American Homes 4 Rent

Real Estate
1.39K
+ 22.96%
$35.02 - $39.25 $48.5K - $54.4K
7.42K $277K
VBR
Vanguard Small Cap Value ETF

ETFs
291
+ 6.79%
$197.36 - $217.3 $57.4K - $63.2K
4.58K $906K
VOOV
Vanguard S&P 500 Value ETF

ETFs
294
+ 21.02%
$184.21 - $199.29 $54.2K - $58.6K
1.69K $312K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
53
+ 0.48%
$4.34 - $10.57 $230 - $560
11.1K $96K
INGR
Ingredion Inc

Consumer Defensive
311
+ 2.68%
$132.76 - $154.86 $41.3K - $48.2K
11.9K $1.64M
JKHY
Henry Jack & Associates Inc

Technology
269
+ 10.22%
$171.12 - $186.18 $46K - $50.1K
2.9K $508K
SPIB
Spdr Portfolio Intermediate Te

ETFs
9.86K
+ 3.35%
$32.65 - $33.68 $322K - $332K
304K $9.97M
SLF
Sun Life Financial Inc

Financial Services
423
+ 3.73%
$55.43 - $62.69 $23.4K - $26.5K
11.8K $698K
DLB
Dolby Laboratories, Inc.

Industrials
132
+ 0.68%
$70.91 - $81.98 $9.36K - $10.8K
19.5K $1.52M
GIS
General Mills Inc

Consumer Defensive
5.2K
+ 17.97%
$62.78 - $74.62 $327K - $388K
34.2K $2.18M
ALKS
Alkermes Plc.

Healthcare
1.13K
+ 12.0%
$25.7 - $31.46 $29.1K - $35.6K
10.6K $304K
ICVT
Ishares Tr Convertible Bond Et

ETFs
413
+ 10.85%
$83.09 - $89.28 $34.3K - $36.9K
4.22K $358K
USFR
Wisdomtree Floating Rate Treas

ETFs
660
+ 1.08%
$50.23 - $50.46 $33.2K - $33.3K
61.7K $3.11M
SLVM
Sylvamo Corp

Basic Materials
1.27K
+ 14.01%
$78.56 - $95.69 $99.5K - $121K
10.3K $814K
GCOR
Goldman Sachs ETF Tr Access U

ETFs
1.88K
+ 10.6%
$40.33 - $42.34 $75.9K - $79.6K
19.6K $791K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
2.36K
+ 7.04%
$25.3 - $26.31 $59.8K - $62.1K
35.9K $918K
GIB
Cgi Inc

Technology
805
+ 8.85%
$107.0 - $116.25 $86.1K - $93.6K
9.9K $1.08M
HPQ
Hp Inc

Technology
3.04K
+ 15.75%
$32.46 - $39.3 $98.8K - $120K
22.4K $729K
TFPM
Triple Flag Precious Metals Corp.

Basic Materials
5.89K
+ 12.56%
$14.94 - $18.72 $88K - $110K
52.8K $794K
MDB
Mongo Db, Inc.

Technology
974
+ 19.09%
$232.81 - $350.13 $227K - $341K
6.08K $1.41M
PKI
Perkinelmer Inc

Healthcare
284
+ 5.98%
N/A
5.03K $608K
APLE
Apple Hospitality Reit, Inc.

Real Estate
83
+ 0.13%
$14.68 - $16.32 $1.22K - $1.35K
65.6K $1.01M
PINS
Pinterest, Inc.

Communication Services
1.91K
+ 30.27%
$28.24 - $34.15 $53.9K - $65.2K
8.22K $238K
EPD
Enterprise Products Partners L.P.

Energy
46
+ 0.33%
$28.66 - $34.43 $1.32K - $1.58K
13.9K $434K
SPMD
Spdr Portfolio

ETFs
561
+ 0.3%
$54.13 - $59.56 $30.4K - $33.4K
187K $10.2M
ERIE
Erie Indemnity CO

Financial Services
247
+ 45.16%
$401.65 - $542.86 $99.2K - $134K
794 $327K
ED
Consolidated Edison Inc

Utilities
1.37K
+ 22.21%
$88.87 - $107.38 $121K - $147K
7.52K $670K
HMC
Honda Motor CO LTD

Consumer Cyclical
2.66K
+ 18.14%
$23.7 - $32.62 $63.1K - $86.9K
17.3K $495K
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
3.8K
+ 14.79%
$14.4 - $15.75 $54.6K - $59.8K
29.5K $426K
COLB
Columbia Banking System, Inc.

Financial Services
160
+ 0.58%
$25.29 - $32.01 $4.05K - $5.12K
27.8K $749K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
557
+ 6.32%
$91.94 - $100.02 $51.2K - $55.7K
9.38K $868K
CX
Cemex Sab De Cv

Basic Materials
5.77K
+ 38.22%
$5.17 - $6.16 $29.8K - $35.5K
20.9K $117K
HRB
H&R Block Inc

Consumer Cyclical
1.62K
+ 28.99%
$52.14 - $63.36 $84.6K - $103K
7.22K $381K
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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