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
XYL
Xylem Inc.

Industrials
402
+ 5.25%
$114.02 - $132.04 $45.8K - $53.1K
8.06K $962K
APLE
Apple Hospitality Reit, Inc.

Real Estate
3.77K
+ 5.74%
$12.87 - $15.85 $48.5K - $59.7K
69.4K $895K
STE
Steris PLC

Healthcare
211
+ 1.49%
$202.46 - $232.74 $42.7K - $49.1K
14.4K $3.27M
NETL
ETF Ser Solutions Net Lease CO

ETFs
1.84K
+ 21.33%
$22.59 - $25.45 $41.5K - $46.8K
10.5K $261K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
638
+ 4.69%
$69.67 - $86.15 $44.4K - $55K
14.2K $1.02M
ITGR
Integer Holdings Corp

Healthcare
390
+ 4.23%
$115.16 - $144.36 $44.9K - $56.3K
9.62K $1.13M
XEL
Xcel Energy Inc

Utilities
658
+ 2.85%
$63.37 - $72.1 $41.7K - $47.4K
23.7K $1.68M
HBAN
Huntington Bancshares Inc

Financial Services
3.03K
+ 0.94%
$14.28 - $17.39 $43.2K - $52.6K
324K $4.86M
MUSA
Murphy Usa Inc.

Consumer Cyclical
96
+ 2.28%
$435.02 - $515.95 $41.8K - $49.5K
4.31K $2.02M
STLA
Stellantis N.V.

Consumer Cyclical
4.03K
+ 24.91%
$11.21 - $14.21 $45.2K - $57.3K
20.2K $226K
MAN
Manpower Group Inc.

Industrials
762
+ 4.16%
$53.77 - $62.66 $41K - $47.7K
19.1K $1.1M
REG
Regency Centers Corp

Real Estate
594
+ 12.23%
$68.83 - $77.74 $40.9K - $46.2K
5.45K $402K
RY
Royal Bank Of Canada

Financial Services
386
+ 1.98%
$108.81 - $123.4 $42K - $47.6K
19.8K $2.24M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
550
+ 20.35%
$77.67 - $90.15 $42.7K - $49.6K
3.25K $254K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
3.37K
+ 16.12%
$12.06 - $13.55 $40.6K - $45.6K
24.2K $308K
CTRA
Coterra Energy Inc.

Energy
1.48K
+ 1.42%
$25.51 - $29.83 $37.7K - $44.1K
106K $3.06M
HYDB
Ishares Tr Edge High Yield Def

ETFs
884
+ 17.87%
$46.82 - $47.8 $41.4K - $42.3K
5.83K $274K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
243
+ 3.97%
$160.89 - $187.27 $39.1K - $45.5K
6.37K $1.1M
SOFI
So Fi Technologies, Inc.

Financial Services
3.49K
+ 9.84%
$11.18 - $18.03 $39K - $62.9K
39K $453K
BBD
Bank Bradesco

Financial Services
18K
+ 13.71%
$1.85 - $2.32 $33.3K - $41.8K
149K $333K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
326
+ 1.06%
$120.07 - $144.17 $39.1K - $47K
31K $3.84M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
693
+ 1.78%
$54.94 - $69.15 $38.1K - $47.9K
39.5K $2.28M
BC
Brunswick Corp

Consumer Cyclical
744
+ 11.69%
$53.49 - $70.51 $39.8K - $52.5K
7.11K $382K
GENC
Gencor Industries Inc

Industrials
3.17K
+ 7.1%
$12.0 - $17.38 $38K - $55K
47.7K $580K
OGE
Oge Energy Corp.

Utilities
843
+ 14.82%
$39.76 - $46.32 $33.5K - $39K
6.53K $300K
AGNC
Agnc Investment Corp.

Real Estate
3.81K
+ 34.78%
$9.12 - $10.54 $34.8K - $40.2K
14.8K $141K
TOL
Toll Brothers, Inc.

Consumer Cyclical
351
+ 12.3%
$103.02 - $140.69 $36.2K - $49.4K
3.2K $338K
HIMX
Himax Technologies, Inc.

Technology
4.92K
+ 36.88%
$7.2 - $12.85 $35.4K - $63.2K
18.2K $134K
DT
Dynatrace, Inc.

Technology
804
+ 7.05%
$47.15 - $62.42 $37.9K - $50.2K
12.2K $575K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
608
+ 3.12%
$58.32 - $65.09 $35.5K - $39.6K
20.1K $1.21M
NSA
National Storage Affiliates Trust

Real Estate
920
+ 5.41%
$35.92 - $39.59 $33K - $36.4K
17.9K $705K
RHI
Robert Half International Inc.

Industrials
662
+ 10.36%
$51.96 - $71.3 $34.4K - $47.2K
7.06K $384K
BIO
Bio Rad Laboratories, Inc.

Healthcare
146
+ 4.47%
$243.0 - $367.0 $35.5K - $53.6K
3.41K $830K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
355
+ 4.73%
$98.43 - $98.88 $34.9K - $35.1K
7.87K $776K
AMP
Ameriprise Financial Inc

Financial Services
73
+ 0.89%
$472.29 - $575.13 $34.5K - $42K
8.24K $3.99M
VOD
Vodafone Group Public LTD CO

Communication Services
3.73K
+ 12.99%
$8.05 - $9.86 $30K - $36.7K
32.4K $303K
HII
Huntington Ingalls Industries, Inc.

Industrials
171
+ 3.32%
$159.75 - $208.61 $27.3K - $35.7K
5.33K $1.09M
NDSN
Nordson Corp

Industrials
174
+ 1.39%
$200.12 - $224.07 $34.8K - $39K
12.7K $2.55M
EFX
Equifax Inc

Industrials
142
+ 2.84%
$235.63 - $278.34 $33.5K - $39.5K
5.14K $1.25M
PNW
Pinnacle West Capital Corp

Utilities
354
+ 1.58%
$81.76 - $95.25 $28.9K - $33.7K
22.8K $2.17M
NTRA
Natera, Inc.

Healthcare
242
+ 3.48%
$132.63 - $177.0 $32.1K - $42.8K
7.19K $1.02M
FMC
Fmc Corp

Basic Materials
783
+ 4.96%
$34.54 - $56.38 $27K - $44.1K
16.6K $698K
EGP
Eastgroup Properties Inc

Real Estate
188
+ 2.47%
$155.63 - $187.46 $29.3K - $35.2K
7.81K $1.38M
CBT
Cabot Corp

Basic Materials
400
+ 8.25%
$81.12 - $92.51 $32.4K - $37K
5.25K $436K
RS
Reliance Steel & Aluminum CO

Basic Materials
114
+ 10.9%
$266.61 - $302.66 $30.4K - $34.5K
1.16K $334K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
450
+ 4.19%
$70.83 - $76.62 $31.9K - $34.5K
11.2K $794K
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
959
+ 5.74%
$32.3 - $53.15 $31K - $51K
17.7K $592K
IWV
Ishares Russell 3000 ETF

ETFs
103
+ 0.57%
$313.1 - $349.83 $32.2K - $36K
18.1K $5.76M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
1.59K
+ 10.83%
$18.46 - $19.19 $29.3K - $30.4K
16.2K $311K
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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