Orion Portfolio Solutions, LLC Incresed Positions in Q3 2024

Orion Portfolio Solutions, LLC

  • $9.43 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LNT
Alliant Energy Corp

Utilities
4.92K
+ 8.8%
$50.74 - $60.74 $250K - $299K
60.8K $3.69M
ALB
Albemarle Corp

Basic Materials
8.94K
+ 195.07%
$72.85 - $100.09 $652K - $895K
13.5K $1.28M
SU
Suncor Energy Inc

Energy
24.7K
+ 38.46%
$36.06 - $41.7 $891K - $1.03M
89K $3.28M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
501
+ 0.27%
$114.73 - $120.23 $57.5K - $60.2K
187K $22.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
846
+ 0.39%
$60.84 - $67.51 $51.5K - $57.1K
220K $14.8M
HLI
Houlihan Lokey, Inc.

Financial Services
4.73K
+ 147.84%
$134.11 - $161.99 $634K - $765K
7.92K $1.25M
MAR
Marriott International Inc

Consumer Cyclical
2.16K
+ 5.38%
$211.35 - $255.11 $457K - $552K
42.4K $10.5M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
4.51K
+ 1.64%
$24.51 - $27.14 $110K - $122K
280K $7.52M
PLTR
Palantir Technologies Inc.

Technology
3.05K
+ 5.24%
$24.09 - $37.95 $73.5K - $116K
61.3K $2.28M
PAPR
Innovator U.S. Equity Power Bu

ETFs
16.3K
+ 9.63%
$33.61 - $35.94 $549K - $587K
186K $6.69M
DOX
Amdocs LTD

Technology
5.1K
+ 12.46%
$78.13 - $87.85 $398K - $448K
46K $4.03M
ILCB
Ishares Morningstar U.S. Equit

ETFs
9.72K
+ 160.98%
$71.38 - $79.23 $693K - $770K
15.8K $1.25M
JHX
James Hardie Industries PLC

Basic Materials
17.3K
+ 145.78%
$31.27 - $42.02 $541K - $727K
29.2K $1.17M
ING
Ing Groep Nv

Financial Services
30.6K
+ 13.4%
$16.55 - $18.66 $507K - $571K
259K $4.71M
VMI
Valmont Industries Inc

Industrials
190
+ 0.4%
$260.22 - $302.59 $49.4K - $57.5K
47.5K $13.8M
INSM
Insmed Inc

Healthcare
9.17K
+ 48.47%
$62.0 - $79.01 $569K - $725K
28.1K $2.05M
AMP
Ameriprise Financial Inc

Financial Services
961
+ 12.83%
$391.53 - $469.81 $376K - $451K
8.45K $3.97M
SNY
Sanofi

Healthcare
3.71K
+ 6.12%
$48.54 - $58.53 $180K - $217K
64.3K $3.71M
BAH
Booz Allen Hamilton Holding Corp

Industrials
3.44K
+ 14.91%
$138.82 - $162.76 $478K - $560K
26.5K $4.32M
RACE
Ferrari N.V.

Consumer Cyclical
571
+ 7.29%
$405.92 - $496.79 $232K - $284K
8.41K $3.95M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
13.2K
+ 73.81%
$36.06 - $46.59 $476K - $615K
31.1K $1.41M
SYY
Sysco Corp

Consumer Defensive
6.43K
+ 17.84%
$69.16 - $78.98 $445K - $508K
42.5K $3.32M
MMM
3 M CO

Industrials
1.19K
+ 7.27%
$99.69 - $139.42 $119K - $166K
17.6K $2.4M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
13.9K
+ 15.05%
$50.25 - $50.74 $696K - $703K
106K $5.37M
CSTL
Castle Biosciences Inc

Healthcare
10.3K
+ 16.63%
$17.4 - $31.47 $180K - $325K
72.4K $2.06M
CMI
Cummins Inc

Industrials
770
+ 7.72%
$266.63 - $326.4 $205K - $251K
10.7K $3.48M
AZEK
Azek CO Inc.

Industrials
14.6K
+ 238.92%
$36.81 - $46.9 $537K - $684K
20.7K $968K
GPI
Group 1 Automotive Inc

Consumer Cyclical
937
+ 23.2%
$280.92 - $391.73 $263K - $367K
4.98K $1.91M
TMUS
T Mobile Us, Inc.

Communication Services
590
+ 3.05%
$175.14 - $206.36 $103K - $122K
19.9K $4.11M
SNDR
Schneider National, Inc.

Industrials
18.9K
+ 52.09%
$22.89 - $28.65 $433K - $542K
55.2K $1.58M
CUZ
Cousins Properties Inc

Real Estate
21.1K
+ 172.54%
$22.4 - $30.21 $472K - $636K
33.3K $980K
PR
Permian Resources Corporation

Energy
66.5K
+ 80.36%
$12.9 - $16.79 $858K - $1.12M
149K $2.03M
XLB
Select Sector Spdr Fd Material

ETFs
6.98K
+ 277.06%
$86.95 - $97.09 $607K - $678K
9.5K $915K
HLNE
Hamilton Lane Inc

Financial Services
93
+ 0.63%
$123.12 - $168.4 $11.5K - $15.7K
14.9K $2.51M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
13.6K
+ 80.18%
$45.2 - $47.87 $615K - $651K
30.6K $1.45M
WSM
Williams Sonoma Inc

Consumer Cyclical
16.2K
+ 112.63%
$128.47 - $280.94 $2.09M - $4.56M
30.7K $4.75M
VVV
Valvoline Inc

Energy
16.2K
+ 190.48%
$38.64 - $47.6 $626K - $771K
24.7K $1.03M
KR
Kroger CO

Consumer Defensive
7.2K
+ 21.03%
$50.43 - $57.3 $363K - $412K
41.4K $2.37M
TTD
Trade Desk, Inc.

Technology
1.65K
+ 4.14%
$83.08 - $110.79 $137K - $182K
41.5K $4.55M
ONTO
Onto Innovation Inc.

Technology
3.67K
+ 42.42%
$158.45 - $238.04 $581K - $873K
12.3K $2.56M
HCA
Hca Healthcare, Inc.

Healthcare
216
+ 3.31%
$315.12 - $406.43 $68.1K - $87.8K
6.74K $2.74M
VRT
Vertiv Holdings CO

Industrials
7.39K
+ 65.56%
$86.66 - $86.66 $641K - $641K
18.7K $1.62M
BKNG
Booking Holdings Inc.

Consumer Cyclical
25
+ 1.19%
$3305.62 - $4268.05 $82.6K - $107K
2.13K $8.95M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.91K
+ 51.63%
$211.47 - $281.27 $616K - $819K
8.56K $2.1M
PANW
Palo Alto Networks Inc

Technology
1.7K
+ 10.61%
$294.18 - $368.01 $501K - $626K
17.8K $6.07M
HRL
Hormel Foods Corp

Consumer Defensive
16.5K
+ 19.17%
$30.04 - $33.14 $495K - $546K
102K $3.25M
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.79K
+ 3.51%
$38.04 - $45.36 $106K - $127K
82.3K $3.68M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
21.3K
+ 15.37%
$22.38 - $23.66 $476K - $503K
160K $3.74M
TD
Toronto Dominion Bank

Financial Services
8.15K
+ 69.61%
$54.54 - $64.56 $445K - $526K
19.9K $1.26M
Activity Summary
Buys All Purchases 874 New Holdings 161 Increased Positions 713 Sells All Sells 886 Reductions 886 Sold out 0 Options Calls 0 Puts 0
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