Orion Portfolio Solutions, LLC New Holdings in Q4 2024

Orion Portfolio Solutions, LLC

  • $9.52 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
OVT
Listed Fds Tr Overlay Shs Shor

ETFs
14.9K
New
$21.95 - $22.83 $327K - $340K
14.9K $327K
ZLAB
Zai Lab LTD

Healthcare
12K
New
$24.61 - $33.18 $294K - $397K
12K $313K
IOO
Ishares Tr Global 100 ETF

ETFs
3.03K
New
$97.46 - $103.45 $295K - $313K
3.03K $305K
USLM
United States Lime & Minerals Inc

Basic Materials
2.31K
New
$91.63 - $157.45 $211K - $363K
2.31K $305K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
11.4K
New
$26.55 - $26.67 $304K - $305K
11.4K $304K
FTS
Fortis Inc.

Utilities
7.06K
New
$41.04 - $45.81 $290K - $324K
7.06K $293K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
1.92K
New
$124.55 - $167.32 $239K - $321K
1.92K $291K
SYLD
Cambria Shareholder Yld ETF

ETFs
4.25K
New
$68.06 - $76.27 $289K - $324K
4.25K $290K
RS
Reliance Steel & Aluminum CO

Basic Materials
1.05K
New
$264.2 - $326.32 $276K - $341K
1.05K $281K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.37K
New
$58.39 - $67.04 $255K - $293K
4.37K $277K
MT
Arcelor Mittal

Basic Materials
11.2K
New
$22.93 - $26.51 $257K - $297K
11.2K $259K
IYG
Ishares Tr

ETFs
3.32K
New
$70.24 - $82.34 $233K - $273K
3.32K $258K
IGM
Ishares Expanded Tech Sector E

ETFs
2.5K
New
$94.19 - $106.95 $236K - $268K
2.5K $255K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
5.95K
New
$41.66 - $43.47 $248K - $259K
5.95K $253K
BBD
Bank Bradesco

Financial Services
131K
New
$1.87 - $2.77 $246K - $364K
131K $251K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
5.75K
New
$43.02 - $47.32 $247K - $272K
5.75K $248K
ES
Eversource Energy

Utilities
4.28K
New
$55.9 - $67.73 $239K - $290K
4.28K $245K
PLMR
Palomar Holdings, Inc.

Financial Services
2.33K
New
$88.38 - $112.17 $206K - $261K
2.33K $245K
FDLO
Fidelity Covington Tr Low Vola

ETFs
4.03K
New
$60.24 - $63.08 $243K - $254K
4.03K $244K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.37K
New
$138.3 - $192.95 $189K - $264K
1.37K $241K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
10.2K
New
$23.42 - $24.25 $239K - $247K
10.2K $240K
AFG
American Financial Group Inc

Financial Services
1.72K
New
$126.81 - $149.08 $218K - $257K
1.72K $235K
HYDB
Ishares Tr Edge High Yield Def

ETFs
4.95K
New
$46.68 - $47.95 $231K - $237K
4.95K $232K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
2.7K
New
$81.6 - $90.89 $221K - $246K
2.7K $232K
CNP
Centerpoint Energy Inc

Utilities
7.15K
New
$28.58 - $32.66 $204K - $234K
7.15K $226K
BLCO
Bausch & Lomb Corp

Healthcare
12.4K
New
$17.79 - $21.0 $221K - $261K
12.4K $225K
CAE
Cae Inc

Industrials
8.86K
New
$17.6 - $25.38 $156K - $225K
8.86K $224K
IVT
Inven Trust Properties Corp.

Real Estate
7.29K
New
$28.52 - $31.3 $208K - $228K
7.29K $219K
FE
Firstenergy Corp

Utilities
5.47K
New
$39.14 - $44.52 $214K - $244K
5.47K $217K
DGICA
Donegal Group Inc

Financial Services
14K
New
$14.19 - $16.78 $199K - $235K
14K $217K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
5.37K
New
$40.0 - $52.93 $215K - $284K
5.37K $216K
NET
Cloudflare, Inc.

Technology
2.01K
New
$78.11 - $117.56 $157K - $236K
2.01K $216K
KD
Kyndryl Holdings, Inc.

Technology
6.26K
New
$22.43 - $35.79 $140K - $224K
6.26K $216K
CRS
Carpenter Technology Corp

Industrials
1.27K
New
$149.5 - $196.14 $190K - $249K
1.27K $215K
EURN
Euronav Nv

Energy
13.8K
New
N/A
13.8K $214K
USO
United States Oil Fund, LP

ETFs
2.84K
New
$69.66 - $79.2 $197K - $225K
2.84K $214K
ASC
Ardmore Shipping Corp

Industrials
17.6K
New
$11.09 - $18.59 $195K - $327K
17.6K $213K
GFF
Griffon Corp

Industrials
3K
New
$62.88 - $85.16 $189K - $256K
3K $213K
DUOL
Duolingo, Inc.

Technology
653
New
$278.75 - $373.03 $182K - $244K
653 $211K
JBHT
Hunt J B Transport Services Inc

Industrials
1.24K
New
$164.22 - $197.19 $203K - $244K
1.24K $211K
SMPL
Simply Good Foods CO

Consumer Defensive
5.43K
New
$32.46 - $40.01 $176K - $217K
5.43K $211K
IBMO
Ishares Tr Ibonds December 202

ETFs
8.27K
New
$25.4 - $25.62 $210K - $212K
8.27K $210K
NPO
Enpro Industries, Inc

Industrials
1.21K
New
$145.61 - $195.16 $176K - $236K
1.21K $208K
TOST
Toast, Inc.

Technology
5.71K
New
$27.43 - $43.54 $157K - $249K
5.71K $208K
ALLY
Ally Financial Inc.

Financial Services
5.68K
New
$34.12 - $39.98 $194K - $227K
5.68K $204K
MIDD
Middleby Corp

Industrials
1.51K
New
$129.7 - $146.97 $195K - $221K
1.51K $203K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
4.25K
New
$47.07 - $48.75 $200K - $207K
4.25K $203K
MNSO
Miniso Group Holding LTD

Consumer Cyclical
8.46K
New
$15.19 - $25.13 $129K - $213K
8.46K $202K
SMMT
Summit Therapeutics Inc.

Healthcare
10.8K
New
$17.52 - $23.46 $190K - $254K
10.8K $193K
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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