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
SLB
Schlumberger Limited

Energy
2.74K
+ 3.77%
$36.83 - $45.59 $101K - $125K
75.4K $2.89M
VAL
Valaris LTD

Energy
556
+ 3.46%
$40.92 - $56.38 $22.8K - $31.3K
16.6K $735K
LXP
Lxp Industrial Trust

Real Estate
2.69K
+ 2.81%
$8.12 - $9.89 $21.8K - $26.6K
98.3K $798K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
19.4K
+ 8.87%
$55.45 - $61.08 $1.08M - $1.18M
238K $13.2M
SBAC
Sba Communications Corp

Real Estate
64
+ 1.31%
$198.24 - $249.31 $12.7K - $16K
4.96K $1.01M
STZ
Constellation Brands, Inc.

Consumer Defensive
109
+ 2.06%
$219.66 - $257.62 $23.9K - $28.1K
5.4K $1.19M
CTAS
Cintas Corp

Industrials
1.5K
+ 7.73%
$182.7 - $226.47 $274K - $340K
20.9K $3.82M
CNQ
Canadian Natural Resources LTD

Energy
497
+ 0.61%
$29.51 - $37.6 $14.7K - $18.7K
82K $2.53M
NU
Nu Holdings Ltd.

Financial Services
19.5K
+ 16.84%
$10.24 - $15.89 $200K - $310K
135K $1.4M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
13.8K
+ 68.74%
$22.02 - $46.16 $304K - $638K
33.9K $748K
CB
Chubb LTD

Financial Services
961
+ 2.5%
$271.57 - $301.89 $261K - $290K
39.4K $10.9M
DFIS
Dimensional ETF Tr Dimensional

ETFs
397
+ 0.43%
$24.25 - $26.7 $9.63K - $10.6K
92.5K $2.27M
RTX
Raytheon Technologies Corp

Industrials
3.17K
+ 3.02%
$114.45 - $127.21 $363K - $404K
108K $12.5M
SHEL
Shell PLC

Energy
2
+ 0.0%
$60.63 - $70.23 $121 - $140
63K $3.95M
INTC
Intel Corp

Technology
5.07K
+ 5.34%
$19.07 - $26.23 $96.7K - $133K
99.9K $2M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.75K
+ 4.21%
$148.29 - $166.93 $259K - $292K
43.2K $6.44M
CDW
Cdw Corp

Technology
927
+ 11.97%
$171.49 - $225.64 $159K - $209K
8.67K $1.51M
LLY
Eli Lilly & CO

Healthcare
5.33K
+ 13.93%
$727.2 - $932.06 $3.87M - $4.97M
43.6K $33.6M
IBP
Installed Building Products, Inc.

Consumer Cyclical
146
+ 3.8%
$174.32 - $254.42 $25.5K - $37.1K
3.99K $699K
HUM
Humana Inc

Healthcare
171
+ 3.67%
$233.89 - $304.18 $40K - $52K
4.83K $1.23M
UBER
Uber Technologies, Inc

Technology
5.56K
+ 14.04%
$59.93 - $86.34 $333K - $480K
45.2K $2.73M
STAG
Stag Industrial, Inc.

Real Estate
2.37K
+ 3.7%
$33.22 - $39.1 $78.8K - $92.7K
66.4K $2.25M
VOYA
Voya Financial, Inc.

Financial Services
305
+ 1.13%
$65.93 - $83.9 $20.1K - $25.6K
27.2K $1.87M
PSX
Phillips 66

Energy
575
+ 3.1%
$110.35 - $138.93 $63.5K - $79.9K
19.1K $2.18M
PATK
Patrick Industries Inc

Consumer Cyclical
360
+ 7.32%
$82.71 - $146.16 $29.8K - $52.6K
5.28K $438K
AEP
American Electric Power CO Inc

Utilities
2.13K
+ 4.75%
$90.91 - $102.21 $194K - $218K
47K $4.33M
GWRE
Guidewire Software, Inc.

Technology
216
+ 1.01%
$168.58 - $207.12 $36.4K - $44.7K
21.5K $3.63M
SNY
Sanofi

Healthcare
6.89K
+ 10.72%
$45.89 - $57.31 $316K - $395K
71.2K $3.43M
FCX
Freeport Mcmoran Inc

Basic Materials
5.67K
+ 13.7%
$38.08 - $50.82 $216K - $288K
47.1K $1.79M
CL
Colgate Palmolive CO

Consumer Defensive
2.94K
+ 6.8%
$90.22 - $102.31 $266K - $301K
46.2K $4.2M
TSCO
Tractor Supply CO

Consumer Cyclical
39.2K
+ 391.35%
$52.59 - $303.74 $2.06M - $11.9M
49.2K $2.61M
KEX
Kirby Corp

Industrials
245
+ 1.23%
$104.14 - $130.55 $25.5K - $32K
20.2K $2.14M
HII
Huntington Ingalls Industries, Inc.

Industrials
241
+ 4.91%
$184.96 - $264.65 $44.6K - $63.8K
5.15K $973K
FCN
Fti Consulting, Inc

Industrials
168
+ 1.65%
$190.39 - $231.2 $32K - $38.8K
10.3K $1.98M
RIO
Rio Tinto PLC

Basic Materials
3.26K
+ 7.36%
$58.59 - $71.15 $191K - $232K
47.6K $2.8M
MPC
Marathon Petroleum Corp

Energy
839
+ 4.07%
$131.65 - $174.84 $110K - $147K
21.4K $2.99M
VZ
Verizon Communications Inc

Communication Services
10.9K
+ 6.57%
$39.6 - $45.21 $431K - $492K
176K $7.05M
DOW
Dow Inc.

Basic Materials
2.05K
+ 6.26%
$39.1 - $55.34 $80.2K - $113K
34.8K $1.4M
BNDX
Vanguard Total International B

ETFs
3.95K
+ 0.8%
$48.91 - $50.61 $193K - $200K
497K $24.4M
MSM
Msc Industrial Direct CO Inc

Industrials
166
+ 0.43%
$73.09 - $90.18 $12.1K - $15K
38.6K $2.88M
CAG
Conagra Brands Inc.

Consumer Defensive
10.9K
+ 6.93%
$26.48 - $32.72 $289K - $357K
168K $4.68M
URI
United Rentals, Inc.

Industrials
92
+ 1.89%
$704.44 - $880.32 $64.8K - $81K
4.95K $3.49M
NVS
Novartis Ag

Healthcare
1.2K
+ 3.69%
$96.78 - $117.18 $116K - $140K
33.6K $3.27M
DD
Du Pont De Nemours, Inc.

Basic Materials
705
+ 1.74%
$75.95 - $88.05 $53.5K - $62.1K
41.2K $3.14M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
154
+ 1.75%
$396.64 - $516.74 $61.1K - $79.6K
8.96K $3.61M
MDT
Medtronic PLC

Healthcare
3.18K
+ 4.35%
$79.61 - $92.24 $253K - $294K
76.4K $6.1M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
9.04K
+ 3.23%
$24.04 - $26.75 $217K - $242K
289K $7.01M
CUBE
Cube Smart

Real Estate
370
+ 0.74%
$41.74 - $53.03 $15.4K - $19.6K
50.5K $2.17M
PFE
Pfizer Inc

Healthcare
29.6K
+ 5.35%
$24.8 - $30.19 $733K - $892K
582K $15.4M
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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