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
PFG
Principal Financial Group Inc

Financial Services
644
+ 23.05%
$74.91 - $91.26 $48.2K - $58.8K
3.44K $266K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.24K
+ 9.6%
$24.61 - $25.12 $30.5K - $31.1K
14.1K $349K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
581
+ 6.51%
$69.58 - $74.87 $40.4K - $43.5K
9.51K $665K
PHG
Koninklijke Philips Nv

Healthcare
3.73K
+ 38.2%
$24.71 - $32.66 $92.2K - $122K
13.5K $341K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
253
+ 2.0%
$45.35 - $47.21 $11.5K - $11.9K
12.9K $600K
CHDN
Churchill Downs Inc

Consumer Cyclical
721
+ 1.62%
$129.55 - $147.45 $93.4K - $106K
45.1K $6.02M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
296
+ 5.16%
$50.07 - $52.35 $14.8K - $15.5K
6.04K $310K
BCC
Boise Cascade CO

Basic Materials
559
+ 27.63%
$118.79 - $152.5 $66.4K - $85.2K
2.58K $306K
SCHO
Schwab Short Term Us Treasury

ETFs
11.8K
+ 111.76%
$24.06 - $48.88 $283K - $576K
22.3K $536K
AN
Autonation, Inc.

Consumer Cyclical
173
+ 15.41%
$155.47 - $182.16 $26.9K - $31.5K
1.3K $220K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.1K
+ 2.33%
$48.48 - $49.47 $53.2K - $54.3K
48.2K $2.35M
AVUS
American Centy ETF Tr Avantis

ETFs
62
+ 0.87%
$94.36 - $102.06 $5.85K - $6.33K
7.15K $692K
AMKR
Amkor Technology, Inc.

Technology
2.3K
+ 27.5%
$25.13 - $31.61 $57.7K - $72.6K
10.7K $273K
ROL
Rollins Inc

Consumer Cyclical
1.15K
+ 13.48%
$46.35 - $51.59 $53.3K - $59.3K
9.68K $448K
FBCV
Fidelity Covington Tr Blue Chi

ETFs
945
+ 8.52%
$31.44 - $34.07 $29.7K - $32.2K
12K $379K
KEP
Korea Electric Power Corp

Utilities
4.52K
+ 26.04%
$6.81 - $9.0 $30.8K - $40.7K
21.9K $150K
TRP
Tc Energy Corp

Energy
502
+ 6.91%
$44.03 - $50.23 $22.1K - $25.2K
7.76K $361K
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
647
+ 9.84%
$46.31 - $51.02 $30K - $33K
7.23K $343K
MHO
M/I Homes, Inc.

Consumer Cyclical
451
+ 38.51%
$132.44 - $174.81 $59.7K - $78.8K
1.62K $215K
NOK
Nokia Corp

Technology
2.72K
+ 4.29%
$4.13 - $4.95 $11.2K - $13.5K
66.1K $292K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
277
+ 0.49%
$17.93 - $18.8 $4.97K - $5.21K
57.1K $1.04M
EDV
Vanguard Extended Duration Tre

ETFs
2.38K
+ 19.37%
$67.27 - $79.67 $160K - $189K
14.6K $991K
FNV
Franco Nevada Corp

Basic Materials
226
+ 12.04%
$113.26 - $137.22 $25.6K - $31K
2.1K $247K
PRM
Perimeter Solutions, Sa

Basic Materials
1.52K
+ 14.78%
$12.1 - $14.08 $18.4K - $21.4K
11.8K $150K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
496
+ 2.61%
$57.38 - $61.11 $28.5K - $30.3K
19.5K $1.14M
CPT
Camden Property Trust

Real Estate
386
+ 8.52%
$112.52 - $127.03 $43.4K - $49K
4.92K $570K
WPP
Wpp PLC

Communication Services
187
+ 4.48%
$49.35 - $56.55 $9.23K - $10.6K
4.36K $224K
AKAM
Akamai Technologies Inc

Technology
114
+ 0.57%
N/A
20K $1.82M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
80
+ 3.43%
$103.6 - $112.52 $8.29K - $9K
2.41K $252K
CPS
Cooper Standard Holdings Inc.

Consumer Cyclical
638
+ 4.66%
$12.55 - $17.22 $8.01K - $11K
14.3K $198K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
937
+ 14.12%
$31.92 - $36.14 $29.9K - $33.9K
7.57K $241K
TSBK
Timberland Bancorp Inc

Financial Services
128
+ 1.42%
$28.24 - $33.98 $3.61K - $4.35K
9.15K $279K
AEM
Agnico Eagle Mines LTD

Basic Materials
183
+ 5.93%
$75.99 - $88.85 $13.9K - $16.3K
3.27K $255K
VNLA
Janus Henderson Short Duration

ETFs
244
+ 0.62%
$48.82 - $49.11 $11.9K - $12K
39.8K $1.95M
FDT
First Trust Developed Markets

ETFs
1.95K
+ 7.13%
$53.27 - $57.72 $104K - $113K
29.4K $1.59M
CTSH
Cognizant Technology Solutions Corp

Technology
204
+ 0.61%
$74.37 - $82.32 $15.2K - $16.8K
33.9K $2.6M
ARDX
Ardelyx, Inc.

Healthcare
4.93K
+ 42.7%
$4.49 - $6.85 $22.1K - $33.8K
16.5K $85K
MCO
Moodys Corp

Financial Services
27
+ 0.42%
$454.04 - $500.88 $12.3K - $13.5K
6.53K $3.09M
FJP
First Trust Japan Alphadex Fun

ETFs
869
+ 5.64%
$50.22 - $54.42 $43.6K - $47.3K
16.3K $840K
MNDY
Monday.Com Ltd.

Technology
214
+ 19.91%
$224.69 - $324.31 $48.1K - $69.4K
1.29K $303K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
1.24K
+ 6.3%
$12.43 - $13.36 $15.4K - $16.5K
20.9K $261K
FMB
First Tr Exchange Traded Fd Ii

ETFs
493
+ 2.37%
$50.62 - $52.07 $25K - $25.7K
21.3K $1.09M
LOGI
Logitech International S.A.

Technology
560
+ 10.12%
$77.08 - $91.82 $43.2K - $51.4K
6.09K $501K
DFAS
Dimensional ETF Tr U S Small C

ETFs
3
+ 0.02%
$63.58 - $71.15 $191 - $213
14.7K $955K
FITB
Fifth Third Bancorp

Financial Services
222
+ 2.11%
$41.76 - $48.44 $9.27K - $10.8K
10.7K $453K
IJK
Ishares S&P Midcap 400 Growth

ETFs
62
+ 2.82%
$90.66 - $99.46 $5.62K - $6.17K
2.26K $205K
FLRN
Spdr Bloomberg Investment Grad

ETFs
120
+ 1.66%
$30.67 - $30.84 $3.68K - $3.7K
7.34K $225K
CHRD
Oasis Petroleum Inc.

Energy
817
+ 12.17%
$110.83 - $137.78 $90.5K - $113K
7.53K $877K
SCI
Service Corp International

Consumer Cyclical
13
+ 0.41%
$73.36 - $88.6 $954 - $1.15K
3.17K $252K
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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