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
ARB
Altshares Tr Merger Arbitrage

Industrials
12.4K
+ 7.19%
$27.27 - $28.14 $337K - $348K
184K $5.07M
KR
Kroger CO

Consumer Defensive
2.37K
+ 5.71%
$55.21 - $63.3 $131K - $150K
43.8K $2.68M
XLG
Invesco Exchange Traded Fd Tr

ETFs
5.08K
+ 26.12%
$46.94 - $51.62 $239K - $262K
24.5K $1.23M
CFLT
Confluent, Inc.

Technology
2.42K
+ 8.15%
$18.9 - $33.66 $45.8K - $81.5K
32.1K $897K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
587
+ 7.49%
$193.7 - $235.05 $114K - $138K
8.43K $1.93M
VFC
V F Corp

Consumer Cyclical
11.8K
+ 46.62%
$16.7 - $22.59 $197K - $266K
37.1K $795K
THG
Hanover Insurance Group, Inc.

Financial Services
1.63K
+ 28.82%
$144.81 - $165.01 $236K - $269K
7.29K $1.13M
CUZ
Cousins Properties Inc

Real Estate
8.14K
+ 24.47%
$28.63 - $31.94 $233K - $260K
41.4K $1.27M
PWR
Quanta Services, Inc.

Industrials
165
+ 1.29%
$296.05 - $346.6 $48.8K - $57.2K
13K $4.11M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
81.8K
+ 150.11%
$18.41 - $40.87 $1.51M - $3.34M
136K $2.52M
SONY
Sony Group Corp

Technology
252K
+ 375.92%
$17.53 - $96.8 $4.41M - $24.4M
318K $6.74M
JCPB
J P Morgan Exchange Traded Fd

ETFs
7.33K
+ 25.69%
$46.07 - $48.17 $338K - $353K
35.8K $1.65M
DOX
Amdocs LTD

Technology
4.51K
+ 9.79%
$82.94 - $92.86 $374K - $418K
50.5K $4.3M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.97K
+ 19.42%
$80.93 - $85.66 $322K - $340K
24.4K $1.98M
PSO
Pearson PLC

Communication Services
9.39K
+ 19.74%
$13.3 - $16.28 $125K - $153K
57K $918K
PM
Philip Morris International Inc.

Consumer Defensive
3.91K
+ 2.06%
$118.38 - $133.06 $463K - $520K
193K $23.3M
DBX
Dropbox, Inc.

Technology
4.92K
+ 18.16%
$25.05 - $30.8 $123K - $151K
32K $960K
BURL
Burlington Stores, Inc.

Consumer Cyclical
323
+ 3.93%
$242.7 - $295.49 $78.4K - $95.4K
8.53K $2.43M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
17.1K
+ 18.35%
$26.16 - $28.82 $447K - $492K
110K $2.89M
ILCB
Ishares Morningstar U.S. Equit

ETFs
2.87K
+ 18.24%
$78.43 - $84.56 $225K - $243K
18.6K $1.51M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.32K
+ 19.43%
$47.29 - $84.74 $62.2K - $112K
8.09K $602K
IX
Orix Corp

Financial Services
3.17K
+ 38.74%
$104.38 - $117.09 $331K - $371K
11.4K $1.21M
PKG
Packaging Corp Of America

Consumer Cyclical
980
+ 25.92%
$211.98 - $248.85 $208K - $244K
4.76K $1.07M
BLDR
Builders First Source, Inc.

Industrials
2.98K
+ 89.47%
$142.93 - $198.25 $426K - $591K
6.32K $902K
ETR
Entergy Corp

Utilities
6.46K
+ 149.84%
$73.19 - $156.4 $472K - $1.01M
10.8K $816K
ADP
Automatic Data Processing Inc

Industrials
100
+ 0.73%
$280.08 - $307.97 $28K - $30.8K
13.7K $4.01M
TRV
Travelers Companies, Inc.

Financial Services
514
+ 2.83%
$225.97 - $266.66 $116K - $137K
18.7K $4.49M
ENB
Enbridge Inc

Energy
3.75K
+ 8.11%
$40.4 - $43.92 $152K - $165K
50K $2.12M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.73K
+ 4.94%
$107.41 - $115.71 $186K - $200K
36.8K $4.05M
YJUN
First Tr Exchange Traded Fd Vi
13K
+ 42.68%
$21.53 - $22.81 $280K - $297K
43.5K $939K
UPS
United Parcel Service Inc

Industrials
8.69K
+ 10.36%
$122.65 - $138.35 $1.07M - $1.2M
92.6K $11.7M
AR
Antero Resources Corp

Energy
5.16K
+ 55.26%
$25.54 - $35.52 $132K - $183K
14.5K $508K
UTHR
United Therapeutics Corp

Healthcare
735
+ 22.37%
$348.66 - $410.0 $256K - $301K
4.02K $1.42M
VRSK
Verisk Analytics, Inc.

Industrials
555
+ 4.84%
$262.86 - $294.75 $146K - $164K
12K $3.31M
APAM
Artisan Partners Asset Management Inc.

Financial Services
5.91K
+ 10.51%
$41.74 - $49.17 $247K - $291K
62.2K $2.68M
VRSN
Verisign Inc

Technology
377
+ 4.02%
$176.68 - $206.96 $66.6K - $78K
9.75K $2.02M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.92K
+ 28.31%
$89.9 - $100.66 $263K - $294K
13.2K $1.2M
ONON
On Holding Ag

Consumer Cyclical
1.75K
+ 5.84%
$46.3 - $59.54 $80.9K - $104K
31.6K $1.73M
SWTX
Spring Works Therapeutics, Inc.

Healthcare
3.06K
+ 10.21%
$28.61 - $42.55 $87.5K - $130K
33K $1.19M
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
15.1K
+ 149.78%
$15.03 - $16.21 $227K - $245K
25.2K $388K
XYL
Xylem Inc.

Industrials
2.77K
+ 56.69%
$116.02 - $137.45 $321K - $381K
7.66K $888K
TRU
Trans Union

Industrials
3.2K
+ 56.41%
$92.71 - $108.67 $297K - $348K
8.88K $822K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
25.5K
+ 11.08%
$33.43 - $36.52 $852K - $931K
256K $8.62M
USTB
Victory Portfolios Ii Victorys

ETFs
4.96K
+ 13.45%
$50.06 - $50.85 $248K - $252K
41.8K $2.1M
ATRC
Atri Cure, Inc.

Healthcare
3.96K
+ 9.76%
$27.02 - $38.2 $107K - $151K
44.6K $1.36M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
3.87K
+ 21.28%
$52.0 - $55.66 $201K - $215K
22K $1.18M
EOG
Eog Resources Inc

Energy
1.89K
+ 6.17%
$118.22 - $136.54 $223K - $258K
32.5K $3.98M
CTVA
Corteva, Inc.

Basic Materials
4.5K
+ 23.58%
$55.21 - $64.13 $248K - $288K
23.6K $1.34M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.48K
+ 22.55%
$84.34 - $95.14 $209K - $236K
13.5K $1.18M
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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