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
CGUS
Capital Group Core Equity ETF
25.8K
+ 7.79%
$33.96 - $36.24 $876K - $934K
357K $12.5M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
11.5K
+ 11.36%
$100.16 - $100.7 $1.15M - $1.16M
113K $11.3M
MEDP
Medpace Holdings, Inc.

Healthcare
3.3K
+ 347.63%
$308.93 - $363.58 $1.02M - $1.2M
4.25K $1.41M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2.79K
+ 170.41%
$340.59 - $380.5 $951K - $1.06M
4.43K $1.62M
GILD
Gilead Sciences, Inc.

Healthcare
3.22K
+ 3.71%
$83.95 - $97.9 $271K - $316K
90K $8.32M
IBM
International Business Machines Corp

Technology
4.99K
+ 10.03%
$204.9 - $238.04 $1.02M - $1.19M
54.7K $12M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
10.5K
+ 40.46%
$99.0 - $99.5 $1.04M - $1.05M
36.6K $3.62M
RDVY
First Trust Rising Dividend Ac

ETFs
17.2K
+ 36.75%
$58.65 - $64.37 $1.01M - $1.11M
64.1K $3.79M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.93K
+ 27.93%
$126.68 - $134.74 $1M - $1.07M
36.3K $4.63M
CSGP
Costar Group, Inc.

Real Estate
14.7K
+ 76.89%
$69.7 - $81.97 $1.03M - $1.21M
33.9K $2.42M
AIZ
Assurant, Inc.

Financial Services
4.12K
+ 75.9%
$186.6 - $228.68 $769K - $943K
9.56K $2.04M
CAH
Cardinal Health Inc

Healthcare
5.04K
+ 10.96%
$107.89 - $125.33 $543K - $631K
51K $6.03M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
7.09K
+ 78.52%
$134.53 - $150.65 $954K - $1.07M
16.1K $2.18M
LQD
Ishares Iboxx $ Investment Gra

ETFs
9.05K
+ 47.41%
$106.56 - $113.11 $965K - $1.02M
28.1K $3.01M
DFSD
Dimensional ETF Tr Short Durat

ETFs
18.9K
+ 37.06%
$46.75 - $47.8 $881K - $901K
69.7K $3.27M
PPA
Invesco Exchange Traded Fd Tr

ETFs
7.25K
+ 127.62%
$113.79 - $124.5 $825K - $902K
12.9K $1.48M
VO
Vanguard Mid Cap ETF

ETFs
3.09K
+ 44.74%
$261.5 - $284.63 $809K - $880K
10K $2.64M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.43K
+ 116.13%
$563.99 - $620.12 $808K - $889K
2.67K $1.52M
VST
Vistra Corp.

Utilities
5.09K
+ 100.47%
$115.74 - $166.61 $589K - $848K
10.2K $1.4M
APH
Amphenol Corp

Technology
1.92K
+ 1.23%
$62.07 - $75.35 $119K - $145K
157K $10.9M
INFY
Infosys LTD

Technology
35.9K
+ 123.21%
$20.71 - $23.42 $744K - $841K
65.1K $1.43M
ROK
Rockwell Automation, Inc

Industrials
2.04K
+ 18.92%
$264.65 - $302.92 $541K - $619K
12.8K $3.67M
BX
Blackstone Inc.

Financial Services
1.26K
+ 4.42%
$148.45 - $199.05 $187K - $251K
29.7K $5.12M
TRMB
Trimble Inc.

Technology
9.13K
+ 65.98%
$60.21 - $75.4 $550K - $688K
23K $1.62M
ANET
Arista Networks, Inc.

Technology
38.2K
+ 299.96%
$104.78 - $431.02 $4M - $16.4M
50.9K $5.62M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
8.44K
+ 27.25%
$63.19 - $73.31 $533K - $619K
39.4K $2.71M
DOCS
Doximity, Inc.

Healthcare
12.5K
+ 209.36%
$41.25 - $61.25 $516K - $766K
18.5K $986K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
18.1K
+ 8.22%
$51.54 - $52.55 $935K - $953K
239K $12.3M
LYV
Live Nation Entertainment, Inc.

Communication Services
5.18K
+ 223.75%
$109.06 - $140.54 $565K - $728K
7.5K $970K
IJS
Ishares S&P Smallcap 600 Value

ETFs
6.43K
+ 150.14%
$104.59 - $118.05 $672K - $759K
10.7K $1.16M
WTW
Willis Towers Watson PLC

Financial Services
1.78K
+ 22.51%
$287.99 - $332.53 $511K - $590K
9.66K $3.01M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
63.5K
+ 207.57%
$22.63 - $47.53 $1.44M - $3.02M
94K $2.13M
MNST
Monster Beverage Corp

Consumer Defensive
12.8K
+ 43.85%
$49.24 - $56.38 $628K - $719K
41.9K $2.2M
HUBS
Hubspot Inc

Technology
66
+ 1.74%
$514.07 - $757.4 $33.9K - $50K
3.86K $2.69M
DDOG
Datadog, Inc.

Technology
3.26K
+ 46.75%
$113.98 - $168.65 $372K - $550K
10.2K $1.46M
LNG
Cheniere Energy, Inc.

Energy
724
+ 5.15%
$181.07 - $225.92 $131K - $164K
14.8K $3.18M
TMUS
T Mobile Us, Inc.

Communication Services
1.65K
+ 8.27%
$206.1 - $246.94 $339K - $407K
21.6K $4.76M
XLF
Financial Sector Spdr

ETFs
10.8K
+ 26.66%
$44.89 - $51.34 $484K - $553K
51.2K $2.47M
VFMV
Vanguard Wellington Fd

ETFs
5.26K
+ 164.99%
$120.0 - $127.93 $631K - $673K
8.45K $1.02M
IWM
Ishares Russell 2000 ETF

ETFs
2.83K
+ 19.79%
$216.13 - $242.4 $612K - $686K
17.1K $3.79M
EMR
Emerson Electric CO

Industrials
1.8K
+ 6.54%
$108.13 - $134.33 $195K - $242K
29.4K $3.64M
VOE
Vanguard Mid Cap Value Index F

ETFs
4.02K
+ 76.65%
$160.89 - $176.18 $646K - $708K
9.26K $1.5M
SNA
Snap On Inc

Industrials
804
+ 11.74%
$285.44 - $371.35 $229K - $299K
7.65K $2.6M
COF
Capital One Financial Corp

Financial Services
858
+ 5.51%
$145.19 - $192.01 $125K - $165K
16.4K $2.93M
GM
General Motors CO

Consumer Cyclical
1.2K
+ 1.9%
$44.82 - $60.2 $53.8K - $72.3K
64.5K $3.44M
APO
Apollo Global Management, Inc.

Financial Services
485
+ 3.79%
$131.36 - $178.61 $63.7K - $86.6K
13.3K $2.19M
LPLA
Lpl Financial Holdings Inc.

Financial Services
757
+ 20.55%
$229.85 - $335.91 $174K - $254K
4.44K $1.45M
PYPL
Pay Pal Holdings, Inc.

Financial Services
4.79K
+ 20.31%
$77.25 - $91.3 $370K - $437K
28.4K $2.42M
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.59K
+ 2.03%
$102.46 - $110.17 $265K - $285K
130K $13.8M
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
Track This Portfolio

Track Orion Portfolio Solutions, LLC Portfolio

Follow Orion Portfolio Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Orion Portfolio Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Orion Portfolio Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email