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
OMF
One Main Holdings, Inc.

Financial Services
7.06K
+ 66.47%
$45.27 - $57.43 $320K - $405K
17.7K $921K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
987
+ 5.58%
$110.69 - $154.48 $109K - $152K
18.7K $2.37M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
8.59K
+ 3.53%
$81.68 - $82.93 $701K - $712K
252K $20.7M
TTD
Trade Desk, Inc.

Technology
763
+ 1.84%
$108.7 - $139.51 $82.9K - $106K
42.2K $4.96M
ILCV
Ishares Morningstar Value ETF

ETFs
5.21K
+ 65.35%
$80.23 - $85.43 $418K - $445K
13.2K $1.07M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
4.49K
+ 18.3%
$77.98 - $84.06 $350K - $377K
29K $2.34M
APEI
American Public Education Inc

Consumer Defensive
2.58K
+ 5.03%
$13.6 - $23.27 $35.1K - $60.1K
53.9K $1.16M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.56K
+ 2.8%
$61.68 - $67.87 $405K - $445K
241K $15M
VGIT
Vanguard Intermediate Term Tre

ETFs
8.53K
+ 23.39%
$57.78 - $60.4 $493K - $515K
45K $2.61M
SOXX
Ishares Semiconductor ETF

ETFs
1.89K
+ 213.48%
$211.27 - $239.8 $398K - $452K
2.77K $596K
BMO
Bank Of Montreal

Financial Services
3.67K
+ 76.96%
$89.75 - $103.39 $330K - $380K
8.44K $819K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
11.3K
+ 39.38%
$30.04 - $32.01 $340K - $362K
40K $1.26M
BMY
Bristol Myers Squibb CO

Healthcare
3.44K
+ 8.7%
$51.92 - $59.94 $178K - $206K
42.9K $2.43M
TCOM
Trip.Com Group LTD

Consumer Cyclical
3.93K
+ 31.83%
$58.0 - $75.06 $228K - $295K
16.3K $1.12M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
4.06K
+ 25.45%
$45.39 - $62.98 $184K - $256K
20K $1.14M
QLD
Proshares Ultra Qqq

ETFs
2.98K
+ 41.58%
$97.85 - $120.25 $292K - $359K
10.2K $1.1M
SOFI
So Fi Technologies, Inc.

Financial Services
13.9K
+ 64.43%
$7.63 - $16.88 $106K - $235K
35.5K $546K
LNT
Alliant Energy Corp

Utilities
7.9K
+ 12.99%
$56.24 - $63.63 $444K - $503K
68.7K $4.07M
HOOD
Robinhood Markets, Inc.

Technology
6.31K
+ 63.97%
$22.33 - $43.2 $141K - $273K
16.2K $602K
SIMO
Silicon Motion Technology Corp

Technology
7.84K
+ 95.03%
$51.13 - $61.14 $401K - $479K
16.1K $869K
L
Loews Corp

Financial Services
3.08K
+ 16.53%
$76.49 - $87.05 $235K - $268K
21.7K $1.84M
DASH
Door Dash, Inc.

Communication Services
957
+ 11.66%
$141.93 - $180.48 $136K - $173K
9.16K $1.54M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
28.5K
+ 5.7%
$45.17 - $47.23 $1.29M - $1.35M
529K $24M
PG
Procter & Gamble CO

Consumer Defensive
6.93K
+ 4.67%
$161.05 - $179.7 $1.12M - $1.25M
155K $26.1M
ANGO
Angiodynamics Inc

Healthcare
12.4K
+ 7.39%
$5.88 - $9.33 $72.8K - $116K
180K $1.65M
XLE
Energy Sector Spdr

ETFs
5.14K
+ 11.48%
$83.32 - $97.27 $428K - $500K
49.9K $4.28M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
4.72K
+ 8.0%
$56.7 - $62.15 $268K - $293K
63.8K $3.72M
TROW
Price T Rowe Group Inc

Financial Services
2.46K
+ 16.08%
$106.48 - $124.69 $262K - $307K
17.8K $2.01M
BSX
Boston Scientific Corp

Healthcare
2.07K
+ 7.24%
$83.62 - $91.5 $173K - $189K
30.6K $2.73M
VGT
Vanguard Information Technolog

ETFs
331
+ 8.76%
$571.78 - $647.97 $189K - $214K
4.11K $2.55M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
12K
+ 13.44%
$12.27 - $15.41 $147K - $184K
101K $1.46M
EXLS
Exl Service Holdings, Inc.

Technology
4.05K
+ 16.11%
$38.1 - $47.02 $154K - $191K
29.2K $1.3M
EVR
Evercore Inc.

Financial Services
196
+ 1.65%
$247.66 - $315.67 $48.5K - $61.9K
12K $3.34M
OGN
Organon & Co.

Healthcare
25.4K
+ 237.95%
$14.44 - $18.83 $366K - $478K
36K $537K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
2.97K
+ 12.47%
$70.54 - $79.61 $209K - $236K
26.7K $2.03M
OWL
Blue Owl Capital Inc.

Financial Services
5.31K
+ 10.02%
$19.51 - $24.81 $104K - $132K
58.3K $1.36M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
11.4K
+ 11.55%
$44.87 - $46.86 $513K - $536K
110K $4.96M
TPHD
Timothy Plan High Divid Stk Et

ETFs
9.23K
+ 117.37%
$35.89 - $39.51 $331K - $365K
17.1K $621K
CMS
Cms Energy Corp

Utilities
6.45K
+ 23.42%
$65.76 - $71.94 $424K - $464K
34K $2.27M
TTWO
Take Two Interactive Software Inc

Communication Services
1.08K
+ 26.78%
$147.66 - $190.46 $160K - $206K
5.12K $941K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
3.86K
+ 25.47%
$78.43 - $87.17 $303K - $337K
19K $1.53M
RF
Regions Financial Corp

Financial Services
13.4K
+ 149.21%
$22.45 - $27.47 $301K - $369K
22.4K $527K
KMB
Kimberly Clark Corp

Consumer Defensive
5.2K
+ 16.06%
$130.37 - $146.09 $678K - $760K
37.6K $4.93M
RE
Everest Re Group LTD

Financial Services
851
+ 39.97%
N/A
2.98K $1.1M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
5.26K
+ 71.19%
$59.74 - $60.03 $314K - $316K
12.7K $756K
SCHG
Schwab Strategic Tr Us Large C

ETFs
91.3K
+ 312.21%
$25.93 - $105.3 $2.37M - $9.62M
121K $3.36M
SCHA
Schwab Strategic Tr Us Small C

ETFs
51.1K
+ 129.85%
$25.33 - $51.16 $1.29M - $2.61M
90.4K $2.34M
XEL
Xcel Energy Inc

Utilities
4K
+ 21.0%
$62.16 - $72.92 $249K - $292K
23.1K $1.56M
BNS
Bank Of Nova Scotia

Financial Services
5.83K
+ 100.07%
$51.5 - $57.02 $300K - $332K
11.6K $625K
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
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