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
VBR
Vanguard Small Cap Value ETF

ETFs
1.29K
+ 28.08%
$183.02 - $207.75 $235K - $267K
5.86K $1.09M
EQNR
Equinor Asa

Energy
9.02K
+ 27.69%
$22.37 - $26.45 $202K - $238K
41.6K $1.1M
HDB
Hdfc Bank LTD

Financial Services
3.57K
+ 2.86%
$58.06 - $66.85 $207K - $239K
128K $8.52M
MXL
Maxlinear Inc

Technology
21.7K
+ 78.47%
$10.86 - $24.92 $236K - $542K
49.4K $536K
HCA
Hca Healthcare, Inc.

Healthcare
681
+ 10.38%
$296.7 - $345.55 $202K - $235K
7.24K $2.5M
SMMT
Summit Therapeutics Inc.

Healthcare
12.1K
+ 112.12%
$16.65 - $23.76 $202K - $288K
23K $443K
INVH
Invitation Homes Inc.

Real Estate
6.68K
+ 67.87%
$30.28 - $34.85 $202K - $233K
16.5K $576K
TRU
Trans Union

Industrials
2.81K
+ 31.65%
$80.45 - $100.25 $226K - $282K
11.7K $969K
GVA
Granite Construction Inc

Industrials
3.08K
+ 13.48%
$70.98 - $94.81 $219K - $292K
25.9K $1.96M
HURN
Huron Consulting Group Inc.

Industrials
1.62K
+ 67.53%
$121.09 - $152.46 $196K - $246K
4.01K $575K
CNP
Centerpoint Energy Inc

Utilities
6.32K
+ 88.37%
$30.87 - $36.25 $195K - $229K
13.5K $488K
HLX
Helix Energy Solutions Group Inc

Energy
27.6K
+ 22.66%
$7.76 - $9.68 $214K - $267K
149K $1.24M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
2.99K
+ 18.38%
$75.72 - $160.92 $226K - $481K
19.2K $1.47M
IQLT
Ishares Msci Intl Quality Fact

ETFs
5.76K
+ 16.89%
$36.91 - $41.03 $213K - $236K
39.9K $1.58M
SYY
Sysco Corp

Consumer Defensive
2.99K
+ 6.06%
$70.0 - $77.13 $209K - $231K
52.3K $3.93M
DFAU
Dimensional ETF Tr

ETFs
5.83K
+ 11.95%
$37.84 - $42.29 $221K - $247K
54.6K $2.1M
RE
Everest Re Group LTD

Financial Services
598
+ 20.07%
N/A
3.58K $1.33M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2.22K
+ 6.06%
$99.16 - $99.52 $220K - $220K
38.8K $3.86M
PEAK
Healthpeak Properties, Inc.

Real Estate
11.6K
+ 4.71%
N/A
258K $4.89M
LEA
Lear Corp

Consumer Cyclical
2.49K
+ 69.51%
$87.96 - $99.36 $219K - $247K
6.07K $535K
JCI
Johnson Controls International PLC

Industrials
2.72K
+ 9.06%
$76.12 - $90.6 $207K - $247K
32.8K $2.63M
GPC
Genuine Parts CO

Consumer Cyclical
1.83K
+ 4.84%
$115.91 - $129.02 $213K - $237K
39.7K $4.73M
FSV
First Service Corp

Real Estate
1.31K
+ 11.2%
$159.66 - $185.88 $209K - $243K
13K $2.16M
CGNX
Cognex Corp

Technology
7.22K
+ 25.32%
$29.83 - $41.02 $215K - $296K
35.7K $1.07M
MDB
Mongo Db, Inc.

Technology
1.22K
+ 20.01%
$175.4 - $298.52 $213K - $363K
7.29K $1.28M
WST
West Pharmaceutical Services Inc

Healthcare
946
+ 47.09%
$199.11 - $347.87 $188K - $329K
2.96K $661K
VOTE
Engine No 1 ETF Tr

ETFs
3.21K
+ 4.45%
$64.6 - $72.12 $208K - $232K
75.4K $4.93M
TXT
Textron Inc

Industrials
2.9K
+ 20.73%
$70.19 - $81.2 $203K - $235K
16.9K $1.22M
STAG
Stag Industrial, Inc.

Real Estate
5.79K
+ 8.71%
$32.39 - $37.07 $187K - $214K
72.2K $2.61M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
9.05K
+ 38.78%
$21.93 - $23.2 $199K - $210K
32.4K $743K
WU
Western Union CO

Financial Services
19.6K
+ 28.72%
$10.24 - $11.62 $201K - $228K
87.8K $929K
VCEL
Vericel Corp

Healthcare
4.67K
+ 25.7%
$44.5 - $61.8 $208K - $288K
22.8K $1.02M
PWR
Quanta Services, Inc.

Industrials
817
+ 6.28%
$236.71 - $358.03 $193K - $293K
13.8K $3.51M
AZTA
Azenta, Inc.

Healthcare
5.97K
+ 20.21%
$34.61 - $54.75 $207K - $327K
35.5K $1.23M
ROK
Rockwell Automation, Inc

Industrials
799
+ 6.22%
$255.29 - $303.75 $204K - $243K
13.6K $3.53M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
7.75K
+ 7.04%
$25.35 - $27.46 $197K - $213K
118K $3.12M
PDD
Pinduoduo Inc.

Consumer Cyclical
1.74K
+ 16.63%
$94.68 - $131.34 $164K - $228K
12.2K $1.44M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
6.9K
+ 17.22%
$29.68 - $32.59 $205K - $225K
46.9K $1.4M
ELAN
Elanco Animal Health Inc

Healthcare
19.6K
+ 58.62%
$10.04 - $12.47 $197K - $244K
53K $556K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
17.6K
+ 38.33%
$10.98 - $17.34 $193K - $305K
63.6K $738K
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.1K
+ 65.21%
$179.71 - $192.06 $198K - $212K
2.8K $515K
TJX
Tjx Companies Inc

Consumer Cyclical
1.67K
+ 2.17%
$112.81 - $126.16 $189K - $211K
78.7K $9.59M
AAON
Aaon, Inc.

Industrials
2.61K
+ 101.28%
$73.52 - $136.95 $192K - $357K
5.19K $405K
VO
Vanguard Mid Cap ETF

ETFs
786
+ 7.85%
$251.87 - $277.95 $198K - $218K
10.8K $2.79M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
379
+ 14.21%
$522.96 - $601.18 $198K - $228K
3.05K $1.62M
CSTL
Castle Biosciences Inc

Healthcare
10.1K
+ 14.77%
$18.76 - $32.72 $189K - $330K
78.4K $1.57M
K
Kellogg CO

Consumer Defensive
2.43K
+ 39.21%
$81.06 - $82.9 $197K - $201K
8.62K $711K
DHI
Horton D R Inc

Consumer Cyclical
1.58K
+ 5.71%
$125.29 - $147.65 $198K - $234K
29.3K $3.73M
DLB
Dolby Laboratories, Inc.

Industrials
2.5K
+ 12.8%
$76.37 - $87.32 $191K - $218K
22K $1.77M
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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