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
USHY
Ishares Tr Broad Usd High Yiel

ETFs
7.32K
+ 12.67%
$36.54 - $37.53 $268K - $275K
65.1K $2.4M
JHG
Janus Henderson Group PLC

Financial Services
4.2K
+ 45.84%
$37.65 - $45.66 $158K - $192K
13.4K $568K
SLV
I Shares Silver Trust

ETFs
9.61K
+ 60.63%
$26.33 - $31.74 $253K - $305K
25.5K $670K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.4K
+ 8.67%
$87.25 - $95.52 $209K - $229K
30.1K $2.66M
EVRG
Evergy, Inc.

Utilities
3.88K
+ 9.19%
$59.06 - $65.0 $229K - $252K
46.1K $2.84M
GPN
Global Payments Inc

Industrials
363
+ 1.98%
$97.57 - $119.38 $35.4K - $43.3K
18.7K $2.09M
CFG
Citizens Financial Group Inc

Financial Services
2.56K
+ 6.57%
$39.92 - $48.46 $102K - $124K
41.5K $1.82M
XLY
Select Sector Spdr Consumer Di

ETFs
266
+ 4.1%
$194.8 - $239.43 $51.8K - $63.7K
6.75K $1.51M
KALU
Kaiser Aluminum Corp

Basic Materials
3.29K
+ 43.39%
$67.31 - $86.2 $222K - $284K
10.9K $764K
MET
Metlife Inc

Financial Services
2.86K
+ 9.06%
$78.15 - $88.25 $224K - $252K
34.4K $2.82M
EEM
Ishares Msci Emerging Markets

ETFs
6.78K
+ 36.25%
$41.82 - $47.36 $284K - $321K
25.5K $1.07M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
56.8K
+ 230.21%
$22.01 - $66.82 $1.25M - $3.79M
81.4K $1.85M
WHR
Whirlpool Corp

Consumer Cyclical
1.42K
+ 23.85%
$99.28 - $124.45 $141K - $177K
7.38K $844K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.73K
+ 2.89%
$113.92 - $127.38 $425K - $476K
133K $15.3M
SCHN
Schnitzer Steel Industries, Inc.

Basic Materials
8.41K
+ 24.48%
N/A
42.7K $1.03M
SHG
Shinhan Financial Group CO LTD

Financial Services
5.82K
+ 7.7%
N/A
81.4K $2.82M
DRI
Darden Restaurants Inc

Consumer Cyclical
433
+ 8.0%
$155.96 - $188.66 $67.5K - $81.7K
5.84K $1.09M
DPZ
Dominos Pizza Inc

Consumer Cyclical
547
+ 20.89%
$408.59 - $476.19 $223K - $260K
3.17K $1.33M
KNSL
Kinsale Capital Group, Inc.

Financial Services
432
+ 7.81%
$424.05 - $524.22 $183K - $226K
5.96K $2.77M
DLR
Digital Realty Trust, Inc.

Real Estate
736
+ 16.86%
$156.46 - $195.69 $115K - $144K
5.1K $904K
AUB
Atlantic Union Bankshares Corp

Financial Services
5.02K
+ 14.84%
$36.13 - $43.55 $181K - $219K
38.9K $1.47M
MMYT
Make My Trip LTD

Consumer Cyclical
2.28K
+ 8.71%
N/A
28.5K $2.45M
CWENA
Clearway Energy Inc Cl A
5.62K
+ 19.6%
N/A
34.3K $1.18M
PTC
Ptc Inc.

Technology
952
+ 16.85%
$175.97 - $201.89 $168K - $192K
6.6K $1.21M
MTDR
Matador Resources CO

Energy
120
+ 0.45%
$50.33 - $60.91 $6.04K - $7.31K
26.6K $1.49M
EMLP
First Tr Exchange Traded Iv

ETFs
2.1K
+ 3.84%
$33.69 - $38.24 $70.9K - $80.5K
56.9K $2.03M
RHI
Robert Half International Inc.

Industrials
2.49K
+ 63.76%
$65.55 - $76.8 $163K - $191K
6.39K $450K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
6.74K
+ 23.58%
$24.94 - $25.74 $168K - $174K
35.3K $902K
CNHI
Cnh Industrial N.V.

Industrials
17.8K
+ 147.45%
N/A
29.8K $310K
BR
Broadridge Financial Solutions, Inc.

Technology
18
+ 0.11%
$209.64 - $236.44 $3.77K - $4.26K
16.2K $3.67M
CHK
Chesapeake Energy Corp

Energy
1.37K
+ 6.88%
$81.46 - $87.57 $112K - $120K
21.3K $1.82M
MGA
Magna International Inc

Consumer Cyclical
4.01K
+ 24.42%
$39.47 - $46.46 $158K - $186K
20.5K $854K
USRT
Ishares Core U.S. Reit ETF

ETFs
4.59K
+ 23.46%
$55.97 - $62.75 $257K - $288K
24.1K $1.38M
FNF
Fidelity National Financial, Inc.

Financial Services
4.42K
+ 37.51%
$55.19 - $63.83 $244K - $282K
16.2K $909K
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
8.31K
+ 36.72%
$11.14 - $20.2 $92.5K - $168K
30.9K $444K
TFC
Truist Financial Corp

Financial Services
2.7K
+ 2.78%
$41.51 - $48.1 $112K - $130K
99.9K $4.34M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
7.24K
+ 8.58%
$28.25 - $28.72 $205K - $208K
91.6K $2.6M
TEX
Terex Corp

Industrials
4.4K
+ 107.08%
$45.07 - $58.61 $198K - $258K
8.51K $393K
QTEC
First Trust Nasdaq 100 Technol

ETFs
963
+ 54.93%
$185.87 - $204.12 $179K - $197K
2.72K $511K
NI
Nisource Inc.

Utilities
3.17K
+ 11.73%
$33.74 - $38.25 $107K - $121K
30.2K $1.11M
ALE
Allete Inc

Utilities
2.65K
+ 84.0%
$63.98 - $65.24 $170K - $173K
5.81K $376K
BOTZ
Global X Fds

ETFs
5.67K
+ 14.19%
$31.11 - $34.18 $176K - $194K
45.7K $1.46M
IQLT
Ishares Msci Intl Quality Fact

ETFs
7.72K
+ 29.26%
$37.12 - $41.23 $286K - $318K
34.1K $1.27M
CRPT
First Tr ETF Fd Viii Skybridge
6.84K
+ 54.96%
$11.77 - $22.57 $80.5K - $154K
19.3K $322K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
4.43K
+ 2.68%
$10.4 - $12.75 $46.1K - $56.5K
170K $1.99M
ZBRA
Zebra Technologies Corp

Technology
145
+ 2.1%
$360.09 - $411.94 $52.2K - $59.7K
7.05K $2.72M
WRB
Berkley W R Corp

Financial Services
2.58K
+ 28.43%
$56.48 - $64.94 $145K - $167K
11.6K $680K
MASI
Masimo Corp

Healthcare
97
+ 2.07%
$132.43 - $177.7 $12.8K - $17.2K
4.78K $789K
DTE
Dte Energy CO

Utilities
1.62K
+ 39.23%
$117.04 - $129.77 $189K - $210K
5.74K $693K
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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