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
EXPO
Exponent Inc

Industrials
374
+ 4.72%
$78.9 - $93.95 $29.5K - $35.1K
8.31K $673K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
113
+ 3.02%
$233.07 - $290.7 $26.3K - $32.8K
3.86K $1.04M
DRH
Diamond Rock Hospitality CO

Real Estate
3.95K
+ 3.82%
$7.64 - $9.04 $30.2K - $35.7K
107K $828K
HST
Host Hotels & Resorts, Inc.

Real Estate
2.06K
+ 4.02%
$14.21 - $17.45 $29.3K - $36K
53.4K $758K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
144
+ 1.15%
$203.38 - $274.79 $29.3K - $39.6K
12.6K $2.59M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.23K
+ 1.36%
N/A
91.6K $2.18M
JHX
James Hardie Industries PLC

Basic Materials
1.2K
+ 3.55%
$23.56 - $34.63 $28.4K - $41.7K
35.2K $828K
ALKS
Alkermes Plc.

Healthcare
869
+ 8.22%
$28.08 - $36.0 $24.4K - $31.3K
11.4K $377K
WCC
Wesco International Inc

Industrials
178
+ 13.92%
$155.3 - $199.95 $27.6K - $35.6K
1.46K $226K
GBCI
Glacier Bancorp, Inc.

Financial Services
626
+ 3.41%
$43.81 - $52.23 $27.4K - $32.7K
19K $839K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
655
+ 7.51%
$43.49 - $58.8 $28.5K - $38.5K
9.38K $407K
VICI
Vici Properties Inc.

Real Estate
854
+ 1.97%
$28.21 - $32.68 $24.1K - $27.9K
44.2K $1.44M
WVE
Wave Life Sciences Ltd.

Healthcare
3.42K
+ 21.65%
$8.08 - $13.51 $27.6K - $46.2K
19.2K $155K
CNHI
Cnh Industrial N.V.

Industrials
2.55K
+ 8.54%
N/A
32.4K $337K
NU
Nu Holdings Ltd.

Financial Services
2.72K
+ 2.01%
$10.12 - $13.95 $27.5K - $37.9K
138K $1.41M
SIGI
Selective Insurance Group Inc

Financial Services
297
+ 2.28%
$78.49 - $95.48 $23.3K - $28.4K
13.3K $1.22M
DUOL
Duolingo, Inc.

Technology
85
+ 13.02%
$272.49 - $441.39 $23.2K - $37.5K
738 $229K
LOGI
Logitech International S.A.

Technology
315
+ 5.17%
$81.64 - $105.06 $25.7K - $33.1K
6.41K $540K
FCNCA
First Citizens Bancshares Inc

Financial Services
14
+ 0.64%
$1728.36 - $2231.14 $24.2K - $31.2K
2.2K $4.08M
UMBF
Umb Financial Corp

Financial Services
257
+ 2.56%
$98.0 - $122.56 $25.2K - $31.5K
10.3K $1.04M
DFUS
Dimensional ETF Tr U S Equity

ETFs
423
+ 0.94%
$59.61 - $66.71 $25.2K - $28.2K
45.6K $2.76M
EPD
Enterprise Products Partners L.P.

Energy
725
+ 5.23%
$31.75 - $34.14 $23K - $24.8K
14.6K $497K
DFAT
Dimensional ETF Tr U S Target

ETFs
481
+ 0.81%
$50.44 - $58.1 $24.3K - $27.9K
60.1K $3.1M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
705
+ 1.99%
$32.74 - $36.2 $23.1K - $25.5K
36.2K $1.26M
ADM
Archer Daniels Midland CO

Consumer Defensive
528
+ 1.57%
$45.22 - $52.17 $23.9K - $27.5K
34.1K $1.64M
NMR
Nomura Holdings Inc

Financial Services
3.98K
+ 8.84%
$5.56 - $6.98 $22.1K - $27.8K
49K $301K
AZN
Astrazeneca PLC

Healthcare
328
+ 0.22%
$65.37 - $77.96 $21.4K - $25.6K
149K $11M
GNTX
Gentex Corp

Consumer Cyclical
1.02K
+ 8.89%
$23.3 - $28.48 $23.7K - $29K
12.5K $290K
NOV
Nov Inc.

Energy
1.62K
+ 10.26%
$13.99 - $16.43 $22.7K - $26.6K
17.4K $264K
AES
Aes Corp

Utilities
1.95K
+ 15.35%
$9.93 - $13.23 $19.3K - $25.8K
14.6K $181K
UTHR
United Therapeutics Corp

Healthcare
77
+ 1.91%
$304.42 - $380.78 $23.4K - $29.3K
4.1K $1.26M
RGLD
Royal Gold Inc

Basic Materials
140
+ 4.98%
$132.55 - $163.51 $18.6K - $22.9K
2.95K $482K
EBC
Eastern Bankshares, Inc.

Financial Services
1.42K
+ 13.02%
$15.29 - $19.15 $21.8K - $27.3K
12.4K $202K
IDEV
Ishares Core Msci Intl Develop

ETFs
330
+ 0.14%
$63.77 - $71.36 $21K - $23.5K
242K $16.6M
E
Eni Spa

Energy
755
+ 1.07%
$27.51 - $31.47 $20.8K - $23.8K
71.2K $2.2M
ATMP
Barclays Bank PLC

ETFs
696
+ 0.99%
$28.79 - $31.68 $20K - $22K
71.1K $2.18M
ITA
Ishares Tr

ETFs
138
+ 3.6%
$144.84 - $159.5 $20K - $22K
3.97K $607K
EA
Electronic Arts Inc.

Communication Services
143
+ 0.88%
$116.53 - $146.29 $16.7K - $20.9K
16.3K $2.36M
SRE
Sempra Energy

Utilities
306
+ 0.89%
$67.85 - $87.67 $20.8K - $26.8K
34.7K $2.47M
SPIB
Spdr Portfolio Intermediate Te

ETFs
632
+ 0.21%
$32.5 - $33.3 $20.5K - $21K
305K $10.1M
MKC
Mccormick & CO Inc

Consumer Defensive
254
+ 2.63%
$71.24 - $84.73 $18.1K - $21.5K
9.92K $816K
CRC
California Resources Corp

Energy
454
+ 6.79%
$39.17 - $54.42 $17.8K - $24.7K
7.14K $314K
WULF
Terawulf Inc.

Financial Services
7.36K
+ 52.83%
$2.73 - $6.82 $20.1K - $50.2K
21.3K $58K
ZTO
Zto Express (Cayman) Inc.

Industrials
1.03K
+ 7.07%
$17.93 - $21.76 $18.4K - $22.3K
15.5K $308K
KWR
Quaker Chemical Corp

Basic Materials
159
+ 2.29%
$123.61 - $145.39 $19.7K - $23.1K
7.1K $877K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
289
+ 0.11%
$64.88 - $72.1 $18.8K - $20.8K
274K $18M
THRM
Gentherm Inc

Consumer Cyclical
709
+ 3.22%
$26.74 - $40.76 $19K - $28.9K
22.7K $607K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
156
+ 1.09%
$119.87 - $145.05 $18.7K - $22.6K
14.5K $1.81M
SUI
Sun Communities Inc

Real Estate
142
+ 1.56%
$120.53 - $136.43 $17.1K - $19.4K
9.22K $1.19M
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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