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
SCHC
Schwab Strategic Tr Intl Small

ETFs
180
+ 1.7%
$33.57 - $37.22 $6.04K - $6.7K
10.7K $385K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
189
+ 0.37%
$23.19 - $23.5 $4.38K - $4.44K
51.9K $1.2M
NOK
Nokia Corp

Technology
880
+ 1.33%
$4.43 - $5.42 $3.9K - $4.77K
67K $353K
LPL
Lg Display Co., Ltd.

Technology
1.59K
+ 1.96%
$3.08 - $3.49 $4.89K - $5.55K
82.6K $256K
LII
Lennox International Inc

Industrials
8
+ 0.12%
$553.05 - $666.93 $4.42K - $5.34K
6.54K $3.67M
SJNK
Spdr Bloomberg Short Term High

ETFs
209
+ 2.15%
$25.08 - $25.64 $5.24K - $5.36K
9.95K $250K
DOLE
Dole PLC

Consumer Defensive
333
+ 1.57%
$12.31 - $14.86 $4.1K - $4.95K
21.5K $311K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
80
+ 1.64%
$55.23 - $64.6 $4.42K - $5.17K
4.95K $306K
REX
Rex American Resources Corp

Basic Materials
110
+ 1.86%
$35.87 - $44.13 $3.95K - $4.85K
6.01K $225K
KBH
Kb Home

Consumer Cyclical
75
+ 1.68%
$57.73 - $70.05 $4.33K - $5.25K
4.53K $263K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
126
+ 0.48%
$29.02 - $34.76 $3.66K - $4.38K
26.4K $803K
ROCK
Gibraltar Industries, Inc.

Industrials
66
+ 0.85%
$56.2 - $67.05 $3.71K - $4.43K
7.81K $457K
AZO
Autozone Inc

Consumer Cyclical
1
+ 0.06%
$3193.96 - $3828.11 $3.19K - $3.83K
1.69K $6.43M
G
Genpact LTD

Technology
69
+ 1.28%
$42.88 - $55.54 $2.96K - $3.83K
5.46K $275K
BTBT
Bit Digital, Inc

Financial Services
1.34K
+ 10.48%
$2.02 - $3.88 $2.71K - $5.21K
14.2K $28K
MVIS
Microvision, Inc.

Technology
3.07K
+ 25.7%
N/A
15K $15K
SASR
Sandy Spring Bancorp Inc

Financial Services
128
+ 1.34%
$27.6 - $35.08 $3.53K - $4.49K
9.69K $270K
BKR
Baker Hughes CO

Energy
51
+ 0.15%
$41.16 - $48.85 $2.1K - $2.49K
33.1K $1.45M
FCOM
Fidelity Covington Tr Msci Com

ETFs
66
+ 0.14%
$55.97 - $64.13 $3.69K - $4.23K
46.5K $2.61M
NIO
Nio Inc.

Consumer Cyclical
686
+ 3.23%
$3.75 - $5.22 $2.57K - $3.58K
21.9K $83K
LQD
Ishares Iboxx $ Investment Gra

ETFs
18
+ 0.06%
$105.1 - $109.61 $1.89K - $1.97K
28.2K $3.06M
SGOL
Abrdn Gold ETF Trust

ETFs
90
+ 1.02%
$25.14 - $29.82 $2.26K - $2.68K
8.91K $265K
VFVA
Vanguard Wellington Fd U S Val

ETFs
22
+ 0.61%
$111.86 - $124.32 $2.46K - $2.74K
3.63K $413K
AOK
Ishares Tr Core Conservative A

ETFs
54
+ 0.79%
$36.86 - $38.15 $1.99K - $2.06K
6.89K $259K
GB
Global Blue Group Holding Ag

Technology
233
+ 2.2%
$6.23 - $7.95 $1.45K - $1.85K
10.8K $79K
NI
Nisource Inc.

Utilities
50
+ 0.17%
$35.57 - $41.23 $1.78K - $2.06K
30.3K $1.21M
ARDX
Ardelyx, Inc.

Healthcare
235
+ 1.43%
$4.91 - $6.36 $1.15K - $1.49K
16.7K $82K
TRP
Tc Energy Corp

Energy
42
+ 0.54%
$44.29 - $49.27 $1.86K - $2.07K
7.81K $368K
MTRN
Materion Corp

Basic Materials
31
+ 1.05%
$81.6 - $104.14 $2.53K - $3.23K
2.99K $243K
GIB
Cgi Inc

Technology
17
+ 0.17%
$98.12 - $122.43 $1.67K - $2.08K
9.92K $989K
DVA
Davita Inc.

Healthcare
5
+ 0.11%
$140.0 - $177.35 $700 - $887
4.55K $695K
PFS
Provident Financial Services Inc

Financial Services
76
+ 0.36%
$16.35 - $19.59 $1.24K - $1.49K
21.3K $366K
SEM
Select Medical Holdings Corp

Healthcare
51
+ 0.49%
$16.56 - $20.38 $845 - $1.04K
10.5K $174K
DNP
Dnp Select Income Fund Inc

Financial Services
170
+ 1.07%
$8.93 - $9.92 $1.52K - $1.69K
16.1K $158K
LXU
Lsb Industries, Inc.

Basic Materials
211
+ 1.8%
$6.59 - $9.31 $1.39K - $1.96K
11.9K $78K
First Tr Exchange Traded Fd
54.8K
+ 29.69%
N/A
240K $0
First Tr Exchange Traded Fd
165
+ 0.13%
N/A
130K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
3.5K
+ 4.32%
N/A
84.5K $0
Fidelity Wise Origin Bitcoin
18.7K
+ 348.54%
N/A
24.1K $0
Amplify ETF Tr
2.67K
+ 13.93%
N/A
21.8K $0
Veralto Corp
17
+ 0.05%
N/A
31.5K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
731K
+ 4.93%
N/A
15.6M $0
Natwest Group PLC
111K
+ 45.8%
N/A
354K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
17.4K
+ 62.37%
N/A
45.3K $0
First Tr Exchng Traded Fd Vi
1.63K
+ 11.4%
N/A
15.9K $0
Linde PLC
826
+ 3.25%
N/A
26.3K $0
Labcorp Holdings Inc
1.19K
+ 9.17%
N/A
14.1K $0
Kvh Inds Inc
10K
+ 17.74%
N/A
66.6K $0
FLQH
Franklin Templeton Libertyq In

ETFs
626
+ 1.38%
N/A
45.9K $0
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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