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
SIGI
Selective Insurance Group Inc

Financial Services
1
+ 0.01%
$90.05 - $102.09 $90.1 - $102
13K $1.22M
IXC
Ishares Tr Global Energy ETF

ETFs
582
+ 6.92%
$36.95 - $43.06 $21.5K - $25.1K
8.99K $343K
DIHP
Dimensional ETF Tr Dimensional

ETFs
1.13K
+ 10.61%
$25.15 - $27.57 $28.3K - $31.1K
11.7K $296K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
92
+ 0.76%
$12.55 - $13.1 $1.15K - $1.21K
12.2K $156K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
390
+ 2.74%
$18.41 - $18.97 $7.18K - $7.4K
14.6K $270K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
1.25K
+ 3.61%
$12.74 - $14.23 $15.9K - $17.8K
35.9K $466K
Global X Fds
12.4K
+ 14.78%
N/A
96.2K $0
Fidelity Covington Trust
35
+ 0.44%
N/A
8.04K $0
NETL
ETF Ser Solutions Net Lease CO

ETFs
1.18K
+ 15.86%
$23.28 - $27.29 $27.5K - $32.2K
8.62K $202K
Dimensional ETF Trust
20.7K
+ 13.77%
N/A
171K $0
Ea Series Trust
964
+ 7.0%
N/A
14.7K $0
Dimensional ETF Trust
11.7K
+ 27.85%
N/A
53.7K $0
FJAN
First Exc Trd Viii Cboe Vest U
4
+ 0.07%
N/A
5.74K $0
Dimensional ETF Trust
9.67K
+ 17.65%
N/A
64.4K $0
Healthcare Rlty Tr
4.22K
+ 33.55%
N/A
16.8K $0
GIGB
Goldman Sachs ETF Access Invt
1.2K
+ 20.85%
N/A
6.97K $0
Direxion Shs ETF Tr
294
+ 8.38%
N/A
3.8K $0
Ge Vernova Inc
1.2K
+ 14.07%
N/A
9.75K $0
Direxion Shs ETF Tr
145K
+ 9.79%
N/A
1.63M $0
First Tr Exchange Traded Fd
3.93K
+ 3.12%
N/A
130K $0
Natwest Group PLC
25K
+ 11.45%
N/A
243K $0
Sila Realty Trust Inc
3.23K
+ 7.35%
N/A
47.1K $0
First Tr Exchng Traded Fd Vi
2.65K
+ 27.95%
N/A
12.1K $0
First Tr Exchng Traded Fd Vi
2.06K
+ 14.82%
N/A
16K $0
FBT
First Trust Nyse Arca Biotechn

ETFs
185
+ 3.49%
$161.65 - $178.69 $29.9K - $33.1K
5.49K $912K
FTGS
First Tr Exchange Traded Fd Gr
42.1K
+ 59.09%
N/A
113K $0
Simplify Exchange Traded Fun
1.4K
+ 13.11%
N/A
12.1K $0
FLQM
Franklin Templeton ETF Tr Libe

ETFs
312
+ 2.5%
$54.15 - $58.81 $16.9K - $18.3K
12.8K $695K
Aegon LTD
2.17K
+ 12.16%
N/A
20K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
1M
+ 7.22%
N/A
14.8M $0
SDCI
Uscf ETF Tr Summerhaven Dynami
3.45K
+ 13.32%
N/A
29.3K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
18.1K
+ 185.73%
N/A
27.9K $0
OVL
Listed Fds Tr Overlay Shs Larg
52.6K
+ 546.71%
N/A
62.2K $0
STLA
Stellantis N.V.

Consumer Cyclical
1.15K
+ 7.64%
$12.37 - $13.99 $14.2K - $16.1K
16.2K $211K
SDEI
Tidal ETF Tr Sound Equity Inco

ETFs
14.5K
+ 73.45%
N/A
34.3K $0
Ea Series Trust
1.73K
+ 10.93%
N/A
17.6K $0
LCTD
Blackrock ETF World Ex Us Carb
1.06K
+ 15.64%
N/A
7.8K $0
Pimco ETF Tr
2.68K
+ 0.51%
N/A
530K $0
CGMU
Capital Group Core Plus Income
23.1K
+ 5.57%
N/A
437K $0
Jacobs Solutions Inc
83
+ 0.76%
N/A
11K $0
Te Connectivity PLC
4.89K
+ 11.12%
N/A
48.8K $0
Brookfield Corp
197
+ 1.2%
N/A
16.6K $0
Capital Group Dividend Growe
13.1K
+ 12.0%
N/A
122K $0
Noble Corp PLC
2.58K
+ 43.83%
N/A
8.48K $0
Perion Network LTD
2.71K
+ 8.47%
N/A
34.7K $0
Kenvue Inc
3.94K
+ 1.94%
N/A
207K $0
Bunge Global Sa
538
+ 8.05%
N/A
7.22K $0
Listed Fd Tr
31.2K
+ 109.54%
N/A
59.7K $0
Knife River Corp
224
+ 6.5%
N/A
3.67K $0
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
Track This Portfolio

Track Orion Portfolio Solutions, LLC Portfolio

Follow Orion Portfolio Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Orion Portfolio Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Orion Portfolio Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email