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
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.43K
+ 21.22%
$106.31 - $123.73 $259K - $301K
13.9K $1.72M
IDYA
Ideaya Biosciences, Inc.

Healthcare
18.3K
+ 103.22%
$16.38 - $26.0 $300K - $477K
36.1K $591K
EVRG
Evergy, Inc.

Utilities
4.33K
+ 9.39%
$59.9 - $69.52 $259K - $301K
50.4K $3.48M
UAA
Under Armour, Inc.

Consumer Cyclical
47.6K
+ 79.02%
$6.25 - $8.66 $298K - $412K
108K $674K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
610
+ 6.81%
$402.49 - $513.76 $246K - $313K
9.57K $4.64M
AXON
Axon Enterprise, Inc.

Industrials
564
+ 18.07%
$496.65 - $710.01 $280K - $400K
3.69K $1.94M
IMCR
Immunocore Holdings PLC

Healthcare
9.92K
+ 76.18%
$28.21 - $33.0 $280K - $327K
22.9K $680K
SEE
Sealed Air Corp

Consumer Cyclical
10.2K
+ 58.49%
$28.9 - $35.65 $293K - $362K
27.5K $795K
FTS
Fortis Inc.

Utilities
6.42K
+ 90.84%
$40.49 - $45.58 $260K - $292K
13.5K $614K
CVNA
Carvana Co.

Consumer Cyclical
1.4K
+ 68.79%
$166.52 - $285.33 $233K - $400K
3.44K $719K
LNT
Alliant Energy Corp

Utilities
4.49K
+ 6.52%
$56.66 - $66.04 $254K - $296K
73.2K $4.71M
KLAC
Kla Corp

Technology
422
+ 3.34%
$636.62 - $777.63 $269K - $328K
13.1K $8.88M
BOTZ
Global X Fds

ETFs
10.1K
+ 22.11%
$28.46 - $34.53 $287K - $349K
55.8K $1.59M
SNOW
Snowflake Inc.

Technology
1.94K
+ 29.54%
$146.16 - $192.78 $284K - $375K
8.53K $1.25M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.72K
+ 82.73%
$48.43 - $49.9 $277K - $286K
12.6K $630K
BSX
Boston Scientific Corp

Healthcare
2.81K
+ 9.17%
$89.38 - $106.18 $251K - $298K
33.4K $3.37M
DE
Deere & CO

Industrials
601
+ 4.8%
$408.57 - $509.27 $246K - $306K
13.1K $6.15M
RACE
Ferrari N.V.

Consumer Cyclical
660
+ 8.56%
$413.73 - $508.15 $273K - $335K
8.37K $3.58M
SMR
Nuscale Power Corp

Industrials
19.7K
+ 194.82%
$14.16 - $29.08 $279K - $574K
29.9K $422K
MGK
Vanguard Mega Cap Growth ETF

ETFs
896
+ 12.08%
$307.43 - $357.48 $275K - $320K
8.31K $2.57M
BCO
Brinks CO

Industrials
3.21K
+ 81.85%
$83.39 - $96.29 $268K - $309K
7.13K $614K
XLV
Select Sector Spdr Fund Health

ETFs
1.88K
+ 4.56%
$137.61 - $149.68 $258K - $281K
43K $6.28M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
11.1K
+ 23.83%
$23.9 - $24.18 $265K - $268K
57.6K $1.39M
BTI
British American Tobacco P.L.C.

Consumer Defensive
6.45K
+ 9.7%
$35.35 - $42.74 $228K - $276K
73K $3.02M
AWK
American Water Works Company, Inc.

Utilities
1.8K
+ 28.89%
$121.01 - $149.31 $218K - $269K
8.04K $1.19M
CFG
Citizens Financial Group Inc

Financial Services
6.47K
+ 15.58%
$39.73 - $48.36 $257K - $313K
48K $1.97M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.49K
+ 1.88%
$102.49 - $119.96 $256K - $299K
135K $14.1M
ARGX
Argenx Se

Healthcare
438
+ 5.28%
$571.0 - $671.75 $250K - $294K
8.74K $5.17M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
4.64K
+ 7.46%
$51.39 - $57.43 $238K - $266K
66.8K $3.7M
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
7K
+ 38.92%
$35.58 - $40.4 $249K - $283K
25K $914K
HES
Hess Corp

Energy
1.6K
+ 66.75%
$135.42 - $160.52 $217K - $257K
4.01K $640K
VGSH
Vanguard

ETFs
4.35K
+ 3.61%
$58.07 - $58.69 $252K - $255K
125K $7.33M
KEX
Kirby Corp

Industrials
2.52K
+ 12.47%
$95.1 - $112.81 $239K - $284K
22.7K $2.29M
AEP
American Electric Power CO Inc

Utilities
2.31K
+ 4.92%
$90.32 - $109.27 $209K - $253K
49.3K $5.39M
CMS
Cms Energy Corp

Utilities
3.37K
+ 9.93%
$64.99 - $75.11 $219K - $253K
37.4K $2.81M
DFIV
Dimensional ETF Tr

ETFs
6.41K
+ 45.21%
$35.33 - $40.77 $227K - $261K
20.6K $810K
ADC
Agree Realty Corp

Real Estate
3.25K
+ 14.22%
$68.36 - $77.19 $222K - $250K
26.1K $2.01M
SCHA
Schwab Strategic Tr Us Small C

ETFs
10.7K
+ 11.78%
$23.16 - $27.04 $247K - $288K
101K $2.37M
WAFD
Washington Federal Inc

Financial Services
8.7K
+ 22.73%
$27.4 - $32.6 $238K - $284K
47K $1.34M
PSX
Phillips 66

Energy
2.01K
+ 10.52%
$113.93 - $131.55 $229K - $265K
21.1K $2.61M
F
Ford Motor CO

Consumer Cyclical
24.8K
+ 24.55%
$9.12 - $10.43 $226K - $258K
126K $1.26M
ICSH
Blackrock Ultra Short Term Bon

ETFs
4.82K
+ 81.46%
$50.44 - $50.7 $243K - $245K
10.7K $544K
KBR
Kbr, Inc.

Industrials
4.91K
+ 22.89%
$47.88 - $60.47 $235K - $297K
26.3K $1.31M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
3.94K
+ 30.34%
$59.15 - $62.71 $233K - $247K
16.9K $1.05M
PATK
Patrick Industries Inc

Consumer Cyclical
2.88K
+ 54.61%
$82.13 - $97.92 $237K - $282K
8.16K $690K
EMHC
Spdr Bloomberg Emerging Market
10K
+ 94.68%
$23.72 - $24.56 $238K - $246K
20.6K $498K
CHCT
Community Healthcare Trust Inc

Real Estate
13.4K
+ 57.6%
$17.91 - $20.4 $240K - $274K
36.7K $666K
STRA
Strategic Education, Inc.

Consumer Defensive
2.9K
+ 48.35%
$79.14 - $103.46 $229K - $300K
8.89K $746K
C
Citigroup Inc

Financial Services
3.38K
+ 3.29%
$67.23 - $84.63 $227K - $286K
106K $7.53M
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
Track This Portfolio

Track Orion Portfolio Solutions, LLC Portfolio

Follow Orion Portfolio Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Orion Portfolio Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Orion Portfolio Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email