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
APPF
Appfolio Inc

Technology
6.16K
+ 81.11%
$206.66 - $260.64 $1.27M - $1.61M
13.8K $3.03M
FLEX
Flex Ltd.

Technology
40.8K
+ 59.38%
$32.92 - $44.46 $1.34M - $1.81M
109K $3.62M
CGDV
Capital Group Divid Value ETF

ETFs
37.4K
+ 6.03%
$34.95 - $37.36 $1.31M - $1.4M
658K $23.5M
CSL
Carlisle Companies Inc

Industrials
3.91K
+ 483.66%
$326.43 - $408.24 $1.28M - $1.6M
4.72K $1.61M
CHKP
Check Point Software Technologies LTD

Technology
5.83K
+ 24.14%
$179.88 - $231.31 $1.05M - $1.35M
30K $6.83M
MDT
Medtronic PLC

Healthcare
14.6K
+ 19.12%
$79.84 - $94.5 $1.17M - $1.38M
91K $8.18M
AMAT
Applied Materials Inc

Technology
9.04K
+ 19.56%
$145.06 - $195.51 $1.31M - $1.77M
55.3K $8.02M
ZTS
Zoetis Inc.

Healthcare
7.79K
+ 11.99%
$156.48 - $175.67 $1.22M - $1.37M
72.7K $12M
RSG
Republic Services, Inc.

Industrials
5.14K
+ 16.57%
$200.09 - $242.16 $1.03M - $1.25M
36.2K $8.76M
YJUN
First Tr Exchange Traded Fd Vi
54K
+ 124.04%
$21.51 - $23.37 $1.16M - $1.26M
97.5K $2.21M
PLTR
Palantir Technologies Inc.

Technology
14.4K
+ 17.93%
$64.98 - $124.62 $938K - $1.8M
95K $8.02M
VFH
Vanguard Financial ETF

ETFs
9.86K
+ 105.86%
$114.07 - $127.34 $1.12M - $1.26M
19.2K $2.29M
UBER
Uber Technologies, Inc

Technology
16.1K
+ 35.7%
$63.17 - $81.49 $1.02M - $1.32M
61.3K $4.47M
POCT
Innovator U.S. Equity Power Bu

ETFs
30.2K
+ 35.97%
$38.53 - $40.49 $1.16M - $1.22M
114K $4.44M
AMGN
Amgen Inc

Healthcare
3.75K
+ 13.37%
$258.59 - $327.36 $968K - $1.23M
31.8K $9.89M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
43.6K
+ 381.26%
$26.63 - $26.75 $1.16M - $1.17M
55K $1.47M
VOX
Vanguard Communication Service

ETFs
7.81K
+ 136.3%
$147.73 - $169.24 $1.15M - $1.32M
13.5K $2.01M
IT
Gartner Inc

Technology
2.71K
+ 12.77%
$418.25 - $548.38 $1.13M - $1.49M
23.9K $10M
VIS
Vanguard Industrial ETF

ETFs
4.55K
+ 179.63%
$243.63 - $273.99 $1.11M - $1.25M
7.08K $1.75M
GE
General Electric CO

Industrials
5.55K
+ 11.38%
$168.59 - $212.13 $936K - $1.18M
54.3K $10.9M
NEE
Nextera Energy Inc

Utilities
15.6K
+ 15.28%
$66.96 - $76.16 $1.04M - $1.19M
117K $8.33M
DFIC
Dimensional ETF Tr Dimensional

ETFs
39.7K
+ 17.57%
$25.54 - $28.79 $1.01M - $1.14M
266K $7.38M
IEMG
Ishares Inc

ETFs
20.5K
+ 3.33%
N/A
636K $34.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
13.3K
+ 4.6%
$74.85 - $84.89 $997K - $1.13M
303K $24.8M
JPM
Jpmorgan Chase & CO

Financial Services
4.42K
+ 2.24%
$225.19 - $279.95 $995K - $1.24M
202K $49.6M
VFMV
Vanguard Wellington Fd

ETFs
8.21K
+ 97.19%
$119.38 - $128.27 $980K - $1.05M
16.7K $2.11M
VST
Vistra Corp.

Utilities
8.84K
+ 87.03%
$108.49 - $191.89 $959K - $1.7M
19K $2.23M
FTNT
Fortinet, Inc.

Technology
10.8K
+ 88.25%
$92.49 - $114.57 $996K - $1.23M
23K $2.21M
EPAM
Epam Systems, Inc.

Technology
5.59K
+ 244.21%
N/A
7.87K $1.46M
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.02K
+ 4.62%
$168.16 - $186.21 $1.01M - $1.12M
136K $23.3M
RTX
Raytheon Technologies Corp

Industrials
7.29K
+ 6.73%
$114.1 - $135.66 $831K - $989K
116K $15.3M
PM
Philip Morris International Inc.

Consumer Defensive
6.05K
+ 3.13%
$117.15 - $158.79 $708K - $960K
199K $31.7M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
11.3K
+ 4.49%
$81.83 - $82.73 $926K - $936K
263K $21.8M
IBMO
Ishares Tr Ibonds December 202

ETFs
36.3K
+ 438.8%
$25.45 - $25.6 $924K - $929K
44.6K $1.14M
FOXF
Fox Factory Holding Corp

Consumer Cyclical
39.6K
+ 364.17%
$23.34 - $30.17 $923K - $1.19M
50.4K $1.18M
VNQ
Vanguard Specialized Funds Van

ETFs
10.1K
+ 90.34%
$85.55 - $94.34 $864K - $953K
21.3K $1.93M
IGV
Ishares Expanded Tech Software

ETFs
10.2K
+ 169.09%
$88.3 - $107.83 $899K - $1.1M
16.2K $1.44M
ZLAB
Zai Lab LTD

Healthcare
24.3K
+ 203.27%
$24.29 - $38.35 $590K - $932K
36.3K $1.31M
FTDR
Frontdoor, Inc.

Consumer Cyclical
22.9K
+ 525.51%
$37.07 - $62.39 $848K - $1.43M
27.2K $1.05M
MSTR
Microstrategy Inc

Technology
3.04K
+ 15.76%
$239.27 - $396.5 $727K - $1.21M
22.3K $6.44M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.79K
+ 18.7%
$126.11 - $135.06 $857K - $917K
43.1K $5.56M
CME
Cme Group Inc.

Financial Services
3.26K
+ 31.17%
$225.82 - $266.54 $737K - $869K
13.7K $3.64M
BCS
Barclays PLC

Financial Services
55.7K
+ 32.53%
$12.69 - $16.25 $707K - $905K
227K $3.49M
BRO
Brown & Brown, Inc.

Financial Services
6.84K
+ 209.33%
$100.54 - $124.4 $688K - $851K
10.1K $1.26M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
40.9K
+ 86.09%
$20.7 - $21.15 $847K - $866K
88.5K $1.83M
LRN
Stride, Inc.

Consumer Defensive
6.64K
+ 41.36%
$106.34 - $142.28 $707K - $945K
22.7K $2.87M
INSM
Insmed Inc

Healthcare
11K
+ 39.53%
$65.25 - $83.83 $716K - $920K
38.7K $2.96M
DFSV
Dimensional ETF Tr Dimensional

ETFs
28.4K
+ 116.73%
$27.56 - $32.1 $784K - $913K
52.8K $1.49M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
14.6K
+ 16.54%
$48.65 - $66.04 $708K - $961K
103K $5.47M
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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