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
LNG
Cheniere Energy, Inc.

Energy
2.5K
+ 16.87%
$209.32 - $253.66 $522K - $633K
17.3K $4M
ATO
Atmos Energy Corp

Utilities
3.73K
+ 76.41%
$136.51 - $154.58 $509K - $576K
8.61K $1.33M
VONG
Vanguard Russell 1000 Growth E

ETFs
6.18K
+ 13.43%
$92.71 - $107.38 $573K - $663K
52.2K $4.84M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
15.6K
+ 5.16%
$33.84 - $37.77 $529K - $590K
319K $11.6M
EHAB
Enhabit, Inc.

Healthcare
64K
+ 90.4%
$7.64 - $9.29 $489K - $595K
135K $1.19M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
18.9K
+ 36.33%
$29.34 - $31.31 $555K - $592K
70.9K $2.11M
DFSD
Dimensional ETF Tr Short Durat

ETFs
11.8K
+ 16.87%
$46.74 - $47.55 $550K - $559K
81.5K $3.87M
HUN
Huntsman Corp

Basic Materials
35.1K
+ 135.71%
$15.79 - $18.04 $555K - $634K
61K $963K
GLD
Spdr Gold Trust

ETFs
1.92K
+ 16.13%
$243.19 - $288.14 $467K - $554K
13.8K $3.99M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
11.3K
+ 2.91%
$48.06 - $53.73 $542K - $605K
399K $19.4M
PLD
Prologis, Inc.

Real Estate
4.87K
+ 5.9%
$103.59 - $124.04 $504K - $604K
87.4K $9.77M
MLM
Martin Marietta Materials Inc

Basic Materials
1.14K
+ 39.25%
$460.39 - $552.64 $523K - $628K
4.03K $1.93M
WELL
Welltower Inc.

Real Estate
3.5K
+ 19.78%
$124.05 - $156.86 $435K - $550K
21.2K $3.25M
BILL
Bill.Com Holdings, Inc.

Technology
11.6K
+ 149.99%
$43.59 - $97.07 $508K - $1.13M
19.4K $890K
CWB
Spdr Bloomberg Convertible Sec

ETFs
6.97K
+ 1.44%
$75.99 - $81.58 $529K - $568K
489K $37.5M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
15.4K
+ 13.99%
$30.38 - $34.94 $469K - $539K
126K $4.3M
SLB
Schlumberger Limited

Energy
12.6K
+ 16.73%
$38.4 - $43.74 $484K - $552K
88K $3.68M
VSH
Vishay Intertechnology Inc

Technology
32.9K
+ 72.14%
$15.9 - $19.1 $523K - $628K
78.4K $1.25M
DORM
Dorman Products, Inc.

Consumer Cyclical
4.32K
+ 22.53%
$120.54 - $134.79 $520K - $582K
23.5K $2.83M
DUK
Duke Energy Corp

Utilities
4.27K
+ 2.79%
$105.87 - $121.97 $452K - $521K
158K $19.2M
CEG
Constellation Energy Corp

Utilities
2.57K
+ 28.85%
$201.63 - $347.44 $518K - $893K
11.5K $2.32M
AVTR
Avantor, Inc.

Basic Materials
31.7K
+ 27.79%
$15.5 - $22.57 $491K - $715K
146K $2.36M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
5.61K
+ 18.78%
$85.24 - $94.86 $478K - $532K
35.5K $3.23M
ROP
Roper Technologies Inc

Industrials
867
+ 7.89%
$502.71 - $593.81 $436K - $515K
11.9K $6.99M
POR
Portland General Electric CO

Utilities
11.4K
+ 22.17%
$40.56 - $45.24 $464K - $518K
63K $2.81M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.75K
+ 1.86%
$128.74 - $138.67 $483K - $520K
206K $27.9M
ISRG
Intuitive Surgical Inc

Healthcare
1.03K
+ 7.85%
$476.63 - $610.45 $489K - $626K
14.1K $6.98M
SNPS
Synopsys Inc

Technology
1.18K
+ 4.88%
$428.58 - $551.54 $507K - $652K
25.4K $10.9M
SHEL
Shell PLC

Energy
6.91K
+ 10.96%
$62.84 - $73.29 $434K - $506K
69.9K $5.12M
VGT
Vanguard Information Technolog

ETFs
930
+ 22.63%
$542.38 - $646.34 $504K - $601K
5.04K $2.73M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
13.7K
+ 21.04%
$36.63 - $37.45 $502K - $513K
78.8K $2.9M
HUM
Humana Inc

Healthcare
1.9K
+ 39.39%
$249.11 - $303.11 $474K - $577K
6.74K $1.78M
LKQ
Lkq Corp

Consumer Cyclical
11.8K
+ 30.69%
$36.24 - $44.05 $428K - $520K
50.3K $2.14M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.06K
+ 3.88%
$208.48 - $244.03 $429K - $503K
55.1K $13.4M
AIT
Applied Industrial Technologies Inc

Industrials
2.22K
+ 55.63%
$218.93 - $269.18 $486K - $597K
6.21K $1.4M
MRVL
Marvell Technology, Inc.

Technology
8.08K
+ 32.52%
$61.57 - $126.06 $497K - $1.02M
32.9K $2.03M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8K
+ 96.25%
$58.01 - $64.46 $464K - $515K
16.3K $1.01M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
23K
+ 28.3%
$21.23 - $23.75 $489K - $547K
104K $2.25M
NET
Cloudflare, Inc.

Technology
4.36K
+ 217.33%
$110.71 - $176.5 $483K - $770K
6.37K $718K
CSGP
Costar Group, Inc.

Real Estate
6.21K
+ 18.33%
$69.29 - $80.37 $430K - $499K
40.1K $3.17M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
35.8K
+ 9.19%
$11.66 - $14.98 $418K - $536K
425K $5.8M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
10.7K
+ 9.64%
$44.41 - $45.98 $473K - $490K
121K $5.53M
HOLX
Hologic Inc

Healthcare
7.85K
+ 15.18%
$60.7 - $73.77 $476K - $579K
59.5K $3.68M
DDOG
Datadog, Inc.

Technology
4.88K
+ 47.64%
$98.68 - $151.89 $481K - $740K
15.1K $1.5M
WFRD
Weatherford International PLC

Energy
9K
+ 295.5%
$51.89 - $74.8 $467K - $673K
12K $645K
DASH
Door Dash, Inc.

Communication Services
2.63K
+ 28.68%
$168.37 - $213.38 $442K - $561K
11.8K $2.16M
PRU
Prudential Financial Inc

Financial Services
4.28K
+ 12.05%
$105.04 - $122.33 $450K - $524K
39.8K $4.44M
POWL
Powell Industries Inc

Industrials
2.8K
+ 22.32%
$155.56 - $311.38 $436K - $872K
15.4K $2.62M
MELI
Mercadolibre Inc

Consumer Cyclical
242
+ 19.64%
$1739.0 - $2260.0 $421K - $547K
1.47K $2.88M
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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