Orion Portfolio Solutions, LLC Incresed Positions in Q1 2025

Orion Portfolio Solutions, LLC

  • $9.27 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PPL
Ppl Corp

Utilities
2.01K
+ 12.96%
$31.68 - $36.11 $63.6K - $72.5K
17.5K $632K
RWO
Spdr Dow Jones Global Real Est

ETFs
1.65K
+ 13.22%
$41.41 - $45.24 $68.3K - $74.6K
14.1K $616K
CUZ
Cousins Properties Inc

Real Estate
2.42K
+ 5.84%
$28.06 - $31.21 $67.8K - $75.5K
43.8K $1.29M
GTES
Gates Industrial Corp PLC

Industrials
3.9K
+ 4.03%
$18.41 - $23.51 $71.9K - $91.8K
101K $1.85M
XENE
Xenon Pharmaceuticals Inc.

Healthcare
2.1K
+ 15.59%
$33.55 - $40.74 $70.3K - $85.4K
15.5K $521K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
2.23K
+ 7.95%
$30.79 - $38.48 $68.7K - $85.8K
30.3K $967K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
7.86K
+ 4.63%
$8.92 - $11.7 $70.1K - $91.9K
178K $1.6M
QDEL
Quidel Ortho Corp

Healthcare
1.98K
+ 10.89%
$34.78 - $47.61 $68.9K - $94.3K
20.2K $704K
WEC
Wec Energy Group, Inc.

Utilities
630
+ 1.24%
$92.12 - $108.98 $58K - $68.7K
51.3K $5.59M
KOS
Kosmos Energy Ltd.

Energy
30.6K
+ 169.33%
$2.12 - $3.9 $64.8K - $119K
48.6K $110K
AIG
American International Group, Inc.

Financial Services
784
+ 2.3%
$70.5 - $86.94 $55.3K - $68.2K
34.9K $3.04M
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.45K
+ 5.91%
$45.72 - $51.73 $66.2K - $75K
26K $1.2M
PFG
Principal Financial Group Inc

Financial Services
798
+ 23.21%
$76.34 - $89.04 $60.9K - $71.1K
4.24K $357K
WHR
Whirlpool Corp

Consumer Cyclical
727
+ 9.86%
$88.58 - $133.14 $64.4K - $96.8K
8.1K $730K
RPV
Invesco Exchange Traded Fd Tr

ETFs
713
+ 6.55%
$89.33 - $95.17 $63.7K - $67.9K
11.6K $1.07M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.29K
+ 2.41%
$18.36 - $20.51 $60.3K - $67.4K
140K $2.76M
MNDY
Monday.Com Ltd.

Technology
266
+ 20.64%
$213.0 - $327.92 $56.7K - $87.2K
1.56K $378K
ESGB
Indexiq Active ETF Tr Iq Macka
3.08K
+ 9.55%
N/A
35.4K $735K
A
Agilent Technologies, Inc.

Healthcare
547
+ 5.94%
$116.69 - $152.6 $63.8K - $83.5K
9.76K $1.14M
FNV
Franco Nevada Corp

Basic Materials
399
+ 18.97%
$120.72 - $157.56 $48.2K - $62.9K
2.5K $394K
HYLS
First Tr Tactical High Yield L

ETFs
1.52K
+ 19.3%
$40.95 - $41.77 $62.2K - $63.4K
9.38K $385K
MCO
Moodys Corp

Financial Services
135
+ 2.07%
$437.8 - $527.48 $59.1K - $71.2K
6.67K $3.1M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
3.01K
+ 2.57%
$20.05 - $20.4 $60.3K - $61.3K
120K $2.45M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
1.15K
+ 8.94%
$51.3 - $56.76 $58.7K - $65K
13.9K $739K
BTF
Valkyrie ETF Tr Ii Bitcoin Str

Financial
6.02K
+ 54.94%
$9.88 - $16.1 $59.5K - $96.9K
17K $168K
ES
Eversource Energy

Utilities
951
+ 22.24%
$55.63 - $63.8 $52.9K - $60.7K
5.23K $324K
MNST
Monster Beverage Corp

Consumer Defensive
1K
+ 2.39%
$46.16 - $58.58 $46.2K - $58.6K
42.9K $2.51M
POWI
Power Integrations Inc

Technology
1.16K
+ 9.69%
$50.5 - $66.7 $58.6K - $77.4K
13.1K $663K
LANC
Lancaster Colony Corp

Consumer Defensive
333
+ 3.88%
$166.07 - $196.44 $55.3K - $65.4K
8.92K $1.56M
CFLT
Confluent, Inc.

Technology
2.45K
+ 7.61%
$23.44 - $37.65 $57.3K - $92.1K
34.6K $810K
NUE
Nucor Corp

Basic Materials
486
+ 2.61%
$114.48 - $142.52 $55.6K - $69.3K
19.1K $2.3M
AUB
Atlantic Union Bankshares Corp

Financial Services
1.82K
+ 4.68%
$30.68 - $39.07 $55.8K - $71.1K
40.7K $1.27M
FSS
Federal Signal Corp

Industrials
764
+ 5.82%
$73.55 - $101.32 $56.2K - $77.4K
13.9K $1.02M
CHK
Chesapeake Energy Corp

Energy
654
+ 3.07%
N/A
21.9K $1.88M
EIX
Edison International

Utilities
926
+ 5.76%
$50.06 - $80.01 $46.4K - $74.1K
17K $1M
TTC
Toro CO

Industrials
762
+ 6.14%
$71.86 - $87.28 $54.8K - $66.5K
13.2K $958K
ONTO
Onto Innovation Inc.

Technology
451
+ 4.5%
$121.34 - $224.5 $54.7K - $101K
10.5K $1.27M
WBD
Warner Bros. Discovery, Inc.

Communication Services
5.06K
+ 21.63%
$9.47 - $11.46 $47.9K - $58K
28.5K $305K
PCG
Pg&E Corp

Utilities
3.11K
+ 18.86%
$15.16 - $20.4 $47.2K - $63.5K
19.6K $337K
DTE
Dte Energy CO

Utilities
378
+ 6.58%
$117.6 - $138.27 $44.5K - $52.3K
6.12K $846K
AZEK
Azek CO Inc.

Industrials
1.09K
+ 6.56%
$39.61 - $52.0 $43.1K - $56.6K
17.7K $864K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
472
+ 3.17%
$109.48 - $136.56 $51.7K - $64.5K
15.4K $1.68M
PHYS
Sprott Physical Gold Trust

Financial Services
2.11K
+ 10.92%
$20.25 - $24.06 $42.8K - $50.9K
21.5K $516K
FIX
Comfort Systems Usa Inc

Industrials
158
+ 1.36%
$313.26 - $550.27 $49.5K - $86.9K
11.8K $3.81M
DFS
Discover Financial Services

Financial Services
297
+ 2.97%
$152.99 - $203.25 $45.4K - $60.4K
10.3K $1.76M
AVNT
Avient Corp

Basic Materials
1.35K
+ 7.85%
$36.91 - $44.21 $49.6K - $59.5K
18.5K $686K
KGC
Kinross Gold Corp

Basic Materials
3.88K
+ 12.21%
$9.69 - $12.61 $37.6K - $48.9K
35.7K $449K
RGA
Reinsurance Group Of America Inc

Financial Services
248
+ 2.61%
$186.01 - $231.1 $46.1K - $57.3K
9.76K $1.92M
NTAP
Net App, Inc.

Technology
563
+ 8.67%
$87.84 - $126.3 $49.5K - $71.1K
7.06K $619K
Activity Summary
Buys All Purchases 1165 New Holdings 193 Increased Positions 972 Sells All Sells 702 Reductions 702 Sold out 0 Options Calls 0 Puts 0
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