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
Capital Grp Fixed Incm ETF T
9.07K
+ 12.25%
N/A
83.1K $0
Qiagen Nv
5.77K
+ 49.65%
N/A
17.4K $0
Litman Gregory Fds Tr
550
+ 0.78%
N/A
71K $0
Dimensional ETF Trust
995
+ 27.28%
N/A
4.64K $0
Dimensional ETF Trust
1.64K
+ 8.86%
N/A
20.1K $0
First Tr Exchng Traded Fd Vi
4.77K
+ 64.23%
N/A
12.2K $0
DB
Deutsche Bank Aktiengesellschaft

Financial Services
189
+ 1.52%
$16.2 - $17.97 $3.06K - $3.4K
12.7K $215K
BAUG
Innovator U.S. Equity Buffer E
42
+ 0.65%
N/A
6.51K $0
Ishares Bitcoin Trust ETF
3.99K
+ 49.2%
N/A
12.1K $0
FLCB
Franklin Templeton ETF Tr Libe

ETFs
389
+ 3.97%
$21.01 - $22.0 $8.17K - $8.56K
10.2K $214K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
685
+ 11.81%
$47.92 - $55.17 $32.8K - $37.8K
6.48K $312K
SAN
Banco Santander, S.A.

Financial Services
14.6K
+ 11.28%
$4.49 - $5.05 $65.6K - $73.8K
144K $657K
HEI
Heico Corp

Industrials
76
+ 8.05%
$237.06 - $279.02 $18K - $21.2K
1.02K $242K
EQNR
Equinor Asa

Energy
1.94K
+ 6.33%
$21.88 - $27.12 $42.4K - $52.5K
32.6K $771K
LXU
Lsb Industries, Inc.

Basic Materials
234
+ 2.04%
$7.53 - $9.56 $1.76K - $2.24K
11.7K $88K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.67K
+ 7.06%
$99.2 - $108.47 $165K - $181K
25.3K $2.51M
ITUB
Itau Unibanco Holding S.A.

Financial Services
10.7K
+ 30.62%
$4.96 - $6.57 $53.3K - $70.6K
45.8K $227K
EMHC
Spdr Bloomberg Emerging Market
327
+ 3.18%
$23.7 - $25.01 $7.75K - $8.18K
10.6K $251K
ALLE
Allegion PLC

Industrials
1.47K
+ 11.02%
$130.63 - $153.36 $192K - $226K
14.8K $1.94M
IRM
Iron Mountain Inc

Real Estate
957
+ 12.02%
$101.62 - $128.14 $97.3K - $123K
8.92K $937K
WU
Western Union CO

Financial Services
6.73K
+ 10.94%
$10.52 - $11.94 $70.8K - $80.3K
68.2K $723K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
9K
+ 10.82%
$12.61 - $15.33 $113K - $138K
92.1K $1.18M
WPM
Wheaton Precious Metals Corp.

Basic Materials
258
+ 4.4%
$56.08 - $68.53 $14.5K - $17.7K
6.12K $344K
RGLD
Royal Gold Inc

Basic Materials
66
+ 2.41%
$131.05 - $154.26 $8.65K - $10.2K
2.81K $370K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.9K
+ 14.21%
$33.77 - $44.09 $64.1K - $83.7K
15.3K $517K
DISV
Dimensional ETF Tr Dimensional

ETFs
1.11K
+ 6.33%
$26.18 - $28.77 $29K - $31.9K
18.6K $494K
OSUR
Orasure Technologies Inc

Healthcare
5.93K
+ 10.73%
$3.58 - $4.4 $21.2K - $26.1K
61.2K $220K
DFAX
Dimensional ETF Tr
4.15K
+ 7.4%
$24.76 - $27.04 $103K - $112K
60.3K $1.5M
EBND
Spdr Bloomberg Emerging Market

ETFs
922
+ 4.56%
$19.53 - $21.1 $18K - $19.5K
21.1K $412K
CCK
Crown Holdings Inc

Consumer Cyclical
703
+ 12.25%
$81.89 - $97.79 $57.6K - $68.7K
6.44K $532K
MHK
Mohawk Industries Inc

Consumer Cyclical
314
+ 22.54%
$116.82 - $161.27 $36.7K - $50.6K
1.71K $203K
TEF
Telefonica S A

Communication Services
4.96K
+ 9.9%
$4.02 - $4.88 $19.9K - $24.2K
55.1K $221K
EXPD
Expeditors International Of Washington Inc

Industrials
193
+ 8.93%
$110.5 - $128.26 $21.3K - $24.8K
2.36K $260K
FEM
First Trust Emerging Markets A

ETFs
2.01K
+ 5.58%
$22.03 - $24.21 $44.3K - $48.7K
38.1K $839K
ELAN
Elanco Animal Health Inc

Healthcare
4.17K
+ 14.26%
$11.63 - $14.67 $48.5K - $61.2K
33.4K $404K
OVF
Listed Fds Tr Overlay Shs Fore

ETFs
180
+ 1.75%
$23.45 - $26.28 $4.22K - $4.73K
10.5K $245K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
4.19K
+ 28.69%
$49.78 - $66.55 $209K - $279K
18.8K $941K
D
Dominion Energy, Inc

Utilities
14.4K
+ 7.05%
$52.63 - $60.92 $758K - $877K
219K $11.8M
EASG
Dbx ETF Tr Xtrackers Msci Eafe

ETFs
160
+ 1.8%
$29.18 - $32.74 $4.67K - $5.24K
9.05K $265K
VGLT
Vanguard Long Term Treasury Et

ETFs
135
+ 2.43%
$55.1 - $61.74 $7.44K - $8.33K
5.69K $315K
A
Agilent Technologies, Inc.

Healthcare
696
+ 8.18%
$125.69 - $146.56 $87.5K - $102K
9.21K $1.24M
IHE
Ishares Tr

ETFs
321
+ 3.16%
$65.15 - $71.86 $20.9K - $23.1K
10.5K $687K
UAA
Under Armour, Inc.

Consumer Cyclical
1.02K
+ 1.72%
$8.21 - $11.13 $8.35K - $11.3K
60.3K $498K
EIX
Edison International

Utilities
966
+ 6.39%
$77.93 - $88.36 $75.3K - $85.4K
16.1K $1.28M
FDD
First Trust Stoxx European Sel

ETFs
2.02K
+ 4.3%
$11.07 - $12.33 $22.4K - $25K
49.1K $552K
LGOV
First Tr ETF Iv Long Duration

ETFs
6.9K
+ 6.03%
$20.75 - $22.49 $143K - $155K
121K $2.53M
GGG
Graco Inc

Industrials
138
+ 0.96%
$81.45 - $92.29 $11.2K - $12.7K
14.5K $1.23M
NX
Quanex Building Products Corp

Industrials
10
+ 0.1%
$23.13 - $31.51 $231 - $315
10.1K $245K
ATR
Aptargroup, Inc.

Healthcare
139
+ 0.71%
$156.73 - $176.15 $21.8K - $24.5K
19.7K $3.09M
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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