Orion Portfolio Solutions, LLC Incresed Positions in Q3 2024

Orion Portfolio Solutions, LLC

  • $9.43 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ATO
Atmos Energy Corp

Utilities
137
+ 3.41%
$114.08 - $138.75 $15.6K - $19K
4.15K $576K
AGCO
Agco Corp

Industrials
1.09K
+ 41.69%
$84.99 - $103.52 $92.9K - $113K
3.72K $363K
DFAE
Dimensional ETF Tr

ETFs
1.86K
+ 5.29%
$24.46 - $27.82 $45.5K - $51.8K
37.1K $1.02M
SFBS
Servis First Bancshares, Inc.

Financial Services
128
+ 2.35%
$60.39 - $86.36 $7.73K - $11.1K
5.57K $448K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
774
+ 2.61%
$38.51 - $41.69 $29.8K - $32.3K
30.4K $1.27M
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
1.93K
+ 14.34%
$32.43 - $36.78 $62.6K - $71K
15.4K $565K
BSJR
Invesco Indx Tr

ETFs
2.85K
+ 4.53%
$22.08 - $22.75 $62.9K - $64.8K
65.7K $1.49M
PPL
Ppl Corp

Utilities
1.23K
+ 10.7%
$27.36 - $33.08 $33.6K - $40.6K
12.7K $420K
HRI
Herc Holdings Inc

Industrials
277
+ 12.64%
$125.03 - $159.53 $34.6K - $44.2K
2.47K $393K
DRVN
Driven Brands Holdings Inc.

Consumer Cyclical
5.82K
+ 54.95%
$12.67 - $14.94 $73.7K - $86.9K
16.4K $233K
NFG
National Fuel Gas CO

Energy
456
+ 4.19%
$54.14 - $61.22 $24.7K - $27.9K
11.3K $687K
DINO
Hf Sinclair Corp

Energy
5.91K
+ 31.17%
$44.42 - $53.6 $263K - $317K
24.9K $1.11M
CE
Celanese Corp

Basic Materials
682
+ 19.8%
$119.16 - $147.51 $81.3K - $101K
4.13K $561K
BNS
Bank Of Nova Scotia

Financial Services
979
+ 20.22%
$44.71 - $54.78 $43.8K - $53.6K
5.82K $317K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
119
+ 0.09%
$40.48 - $45.39 $4.82K - $5.4K
130K $5.73M
MEDP
Medpace Holdings, Inc.

Healthcare
407
+ 75.09%
$320.58 - $457.29 $130K - $186K
949 $316K
CPNG
Coupang, Inc.

Consumer Cyclical
1.88K
+ 14.13%
$19.79 - $24.92 $37.1K - $46.7K
15.1K $371K
WBS
Webster Financial Corp

Financial Services
78
+ 0.27%
$42.49 - $49.62 $3.31K - $3.87K
29.1K $1.36M
TRMB
Trimble Inc.

Technology
86
+ 0.63%
$49.82 - $62.06 $4.28K - $5.34K
13.8K $858K
EXC
Exelon Corp

Utilities
1.05K
+ 13.03%
$34.24 - $40.55 $36K - $42.6K
9.12K $369K
SQ
Block, Inc.

Technology
1.05K
+ 16.55%
$57.21 - $72.07 $60.3K - $76K
7.42K $498K
BKR
Baker Hughes CO

Energy
1.55K
+ 4.81%
$32.92 - $38.72 $51K - $60K
33.8K $1.22M
ABEV
Ambev S.A.

Consumer Defensive
23.3K
+ 29.01%
$2.04 - $2.44 $47.5K - $56.8K
104K $252K
EMTL
Spdr Doubleline Emerging Marke

ETFs
745
+ 1.68%
$41.96 - $43.49 $31.3K - $32.4K
45.1K $1.96M
AVY
Avery Dennison Corp

Industrials
320
+ 4.46%
$202.27 - $224.18 $64.7K - $71.7K
7.5K $1.66M
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.74K
+ 27.05%
$34.48 - $38.87 $60.1K - $67.7K
8.18K $315K
ABC
Amerisourcebergen Corp

Healthcare
457
+ 3.8%
N/A
12.5K $2.31M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
771
+ 3.05%
$98.97 - $99.59 $76.3K - $76.8K
26K $2.59M
CRDO
Credo Technology Group Holding LTD

Technology
2.95K
+ 40.65%
$24.26 - $36.45 $71.4K - $107K
10.2K $313K
GM
General Motors CO

Consumer Cyclical
3.96K
+ 6.68%
$39.95 - $49.9 $158K - $198K
63.3K $2.84M
FHN
First Horizon Corp

Financial Services
5.76K
+ 15.71%
$14.63 - $17.45 $84.3K - $101K
42.4K $659K
NNN
National Retail Properties, Inc.

Real Estate
177
+ 1.49%
$42.12 - $48.79 $7.46K - $8.64K
12.1K $585K
ROL
Rollins Inc

Consumer Cyclical
1.27K
+ 17.49%
$45.93 - $51.4 $58.3K - $65.2K
8.53K $431K
TRP
Tc Energy Corp

Energy
139
+ 1.95%
$37.48 - $47.9 $5.21K - $6.66K
7.26K $345K
MRVL
Marvell Technology, Inc.

Technology
249
+ 0.99%
$56.15 - $76.24 $14K - $19K
25.3K $1.82M
CSL
Carlisle Companies Inc

Industrials
15
+ 1.01%
$376.5 - $449.34 $5.65K - $6.74K
1.5K $674K
HRB
H&R Block Inc

Consumer Cyclical
378
+ 7.24%
$52.99 - $66.6 $20K - $25.2K
5.6K $355K
TU
Telus Corp

Communication Services
3.11K
+ 25.58%
$14.91 - $17.03 $46.4K - $53K
15.3K $256K
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
1.72K
+ 29.93%
$37.92 - $39.03 $65K - $66.9K
7.45K $290K
OUNZ
Van Eck Merk Gold Trust

ETFs
1.27K
+ 9.69%
$22.51 - $25.83 $28.7K - $32.9K
14.4K $366K
FOR
Forestar Group Inc.

Real Estate
2.08K
+ 26.0%
$28.23 - $36.91 $58.8K - $76.8K
10.1K $326K
FBCV
Fidelity Covington Tr Blue Chi

ETFs
1.35K
+ 13.85%
$29.77 - $32.69 $40.2K - $44.1K
11.1K $362K
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
3.46K
+ 15.59%
$14.33 - $15.56 $49.6K - $53.9K
25.7K $398K
ATMP
Barclays Bank PLC

ETFs
579
+ 1.0%
$24.61 - $26.39 $14.2K - $15.3K
58.6K $1.52M
BCC
Boise Cascade CO

Basic Materials
165
+ 8.88%
$114.59 - $144.69 $18.9K - $23.9K
2.02K $285K
EPD
Enterprise Products Partners L.P.

Energy
2.18K
+ 18.73%
$27.88 - $30.0 $60.7K - $65.3K
13.8K $401K
IHY
Vaneck ETF Tr International Hi

ETFs
931
+ 2.31%
$20.45 - $21.63 $19K - $20.1K
41.3K $893K
XPO
Xpo Logistics, Inc.

Industrials
544
+ 21.17%
$101.15 - $125.11 $55K - $68.1K
3.11K $334K
OSIS
Osi Systems Inc

Technology
106
+ 3.32%
$134.78 - $154.28 $14.3K - $16.4K
3.3K $501K
Activity Summary
Buys All Purchases 874 New Holdings 161 Increased Positions 713 Sells All Sells 886 Reductions 886 Sold out 0 Options Calls 0 Puts 0
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