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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.05K
+ 5.07%
$442.66 - $534.52 $2.23M - $2.7M
105K $55.7M
MBB
Ishares Tr

ETFs
28.3K
+ 24.05%
$90.37 - $94.08 $2.56M - $2.67M
146K $13.7M
NOW
Service Now, Inc.

Technology
3.27K
+ 17.38%
$783.83 - $1170.39 $2.56M - $3.82M
22.1K $17.6M
DEO
Diageo PLC

Consumer Defensive
24.5K
+ 41.9%
$104.79 - $126.12 $2.57M - $3.1M
83.1K $8.71M
HEFA
Ishares Currency Hedged Msci E

ETFs
70.3K
+ 485.08%
$34.83 - $37.52 $2.45M - $2.64M
84.8K $3.08M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
35.3K
+ 20.87%
$66.9 - $71.57 $2.36M - $2.53M
205K $14.4M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
53.4K
+ 10.1%
$44.68 - $46.49 $2.39M - $2.48M
582K $26.9M
IEF
Ishares Barclays

ETFs
24.9K
+ 293.44%
$91.17 - $95.39 $2.27M - $2.37M
33.3K $3.18M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
10.9K
+ 34.39%
$211.47 - $267.17 $2.31M - $2.92M
42.8K $9.04M
FBT
First Trust Nyse Arca Biotechn

ETFs
13K
+ 236.54%
$164.86 - $182.19 $2.14M - $2.37M
18.5K $3.14M
THY
Toews Agility Shares Dynamic T

Technology
96.6K
+ 11.37%
$21.94 - $22.63 $2.12M - $2.18M
945K $20.8M
VZ
Verizon Communications Inc

Communication Services
46.5K
+ 26.36%
$37.81 - $46.49 $1.76M - $2.16M
223K $10.1M
OMC
Omnicom Group Inc.

Communication Services
25.3K
+ 489.57%
$79.43 - $88.34 $2.01M - $2.23M
30.4K $2.52M
VUG
Vanguard Growth ETF

ETFs
5.5K
+ 2.22%
$369.1 - $427.61 $2.03M - $2.35M
253K $93.8M
TFLO
Ishares Treasury Floating Rate

ETFs
39.6K
+ 23.49%
$50.48 - $50.68 $2M - $2M
208K $10.5M
EMR
Emerson Electric CO

Industrials
18.1K
+ 61.48%
$108.64 - $131.17 $1.96M - $2.37M
47.5K $5.2M
SUB
Ishares Short Term National Mu

ETFs
18.5K
+ 6.79%
$105.3 - $106.24 $1.95M - $1.96M
290K $30.7M
BDX
Becton Dickinson & CO

Healthcare
8.43K
+ 52.17%
$222.79 - $249.08 $1.88M - $2.1M
24.6K $5.63M
ALLY
Ally Financial Inc.

Financial Services
50.4K
+ 888.2%
$32.99 - $40.09 $1.66M - $2.02M
56.1K $2.05M
BND
Vanguard Bd Index Fd Inc Total

ETFs
25K
+ 12.93%
$71.17 - $73.66 $1.78M - $1.84M
218K $16M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.87K
+ 3.48%
$468.34 - $539.52 $1.81M - $2.09M
115K $54M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.53K
+ 2.35%
$507.05 - $563.67 $1.79M - $1.99M
154K $79.1M
PEP
Pepsico Inc

Consumer Defensive
11.9K
+ 9.17%
$142.64 - $156.42 $1.7M - $1.87M
142K $21.3M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
47.5K
+ 18.59%
$33.63 - $37.64 $1.6M - $1.79M
303K $11.2M
IAU
Ishares Gold Trust

ETFs
29.2K
+ 23.36%
$49.74 - $58.96 $1.45M - $1.72M
154K $9.09M
ADP
Automatic Data Processing Inc

Industrials
5.61K
+ 40.92%
$286.85 - $318.64 $1.61M - $1.79M
19.3K $5.9M
PG
Procter & Gamble CO

Consumer Defensive
10K
+ 6.43%
$158.56 - $176.26 $1.59M - $1.76M
165K $28.2M
KKR
Kkr & Co. Inc.

Financial Services
14.4K
+ 23.38%
$108.17 - $167.07 $1.55M - $2.4M
75.8K $8.77M
MDLZ
Mondelez International, Inc.

Consumer Defensive
24.5K
+ 15.66%
$56.12 - $68.15 $1.37M - $1.67M
181K $12.3M
VPU
Vanguard Utilities ETF

ETFs
9.67K
+ 274.76%
$161.24 - $173.33 $1.56M - $1.68M
13.2K $2.25M
XOM
Exxon Mobil Corp

Energy
13.7K
+ 5.03%
$105.44 - $118.93 $1.45M - $1.63M
287K $34.1M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
17.3K
+ 33.34%
$87.68 - $94.52 $1.51M - $1.63M
69K $6.46M
CCJ
Cameco Corp

Energy
39.2K
+ 196.23%
$40.64 - $56.86 $1.59M - $2.23M
59.2K $2.44M
WMB
Williams Companies, Inc.

Energy
26.7K
+ 43.18%
$54.02 - $61.09 $1.44M - $1.63M
88.4K $5.28M
PEG
Public Service Enterprise Group Inc

Utilities
19K
+ 67.45%
$78.2 - $90.39 $1.49M - $1.72M
47.2K $3.88M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
13.2K
+ 8.02%
$114.57 - $118.14 $1.51M - $1.56M
178K $21M
ORCL
Oracle Corp

Technology
11.1K
+ 6.16%
$139.81 - $186.47 $1.55M - $2.07M
191K $26.7M
CGUS
Capital Group Core Equity ETF
46.3K
+ 12.99%
$33.08 - $36.62 $1.53M - $1.7M
403K $13.5M
MA
Mastercard Inc

Financial Services
2.81K
+ 4.69%
$504.67 - $576.31 $1.42M - $1.62M
62.8K $34.4M
BA
Boeing CO

Industrials
8.66K
+ 20.94%
$148.15 - $186.25 $1.28M - $1.61M
50K $8.53M
NXPI
Nxp Semiconductors N.V.

Technology
7.75K
+ 33.94%
$189.99 - $245.86 $1.47M - $1.91M
30.6K $5.82M
KO
Coca Cola CO

Consumer Defensive
20.5K
+ 8.1%
$60.81 - $72.32 $1.25M - $1.48M
274K $19.6M
SCHR
Schwab Intermediate Term Us Tr

ETFs
58.6K
+ 615.76%
$24.05 - $24.86 $1.41M - $1.46M
68.2K $1.69M
RDVY
First Trust Rising Dividend Ac

ETFs
24.5K
+ 38.28%
$57.22 - $63.39 $1.4M - $1.56M
88.7K $5.19M
MCD
Mcdonalds Corp

Consumer Cyclical
4.56K
+ 9.43%
$279.74 - $321.29 $1.27M - $1.46M
52.9K $16.5M
CVX
Chevron Corp

Energy
8.51K
+ 6.09%
$146.71 - $167.97 $1.25M - $1.43M
148K $24.8M
LPLA
Lpl Financial Holdings Inc.

Financial Services
4.22K
+ 95.11%
$308.87 - $383.33 $1.3M - $1.62M
8.67K $2.83M
SYK
Stryker Corp

Healthcare
3.68K
+ 25.18%
$355.18 - $399.9 $1.31M - $1.47M
18.3K $6.81M
TMUS
T Mobile Us, Inc.

Communication Services
5.11K
+ 23.71%
$211.3 - $272.83 $1.08M - $1.39M
26.7K $7.11M
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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