Orion Portfolio Solutions, LLC Reduced Holdings in Q1 2025

Orion Portfolio Solutions, LLC

  • $9.27 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SLF
Sun Life Financial Inc

Financial Services
-281
- 2.39%
$54.05 - $59.19 $15.2K - $16.6K
11.5K $657K
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-439
- 5.66%
$36.38 - $38.05 $16K - $16.7K
7.32K $269K
EQH
Equitable Holdings, Inc.

Financial Services
-287
- 1.75%
$47.64 - $55.68 $13.7K - $16K
16.1K $838K
LEN
Lennar Corp

Consumer Cyclical
-129
- 0.61%
$113.93 - $141.54 $14.7K - $18.3K
21.1K $2.42M
NFG
National Fuel Gas CO

Energy
-194
- 1.4%
$60.71 - $79.19 $11.8K - $15.4K
13.6K $1.08M
JBBB
Janus Detroit Str Tr Henderson

ETFs
-312
- 0.76%
$48.34 - $49.66 $15.1K - $15.5K
41K $1.99M
TNET
Trinet Group, Inc.

Industrials
-187
- 5.05%
$66.51 - $95.72 $12.4K - $17.9K
3.52K $278K
CRCT
Cricut, Inc.

Technology
-2.74K
- 18.58%
$5.13 - $6.01 $14.1K - $16.5K
12K $61K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
-830
- 1.01%
$15.88 - $17.78 $13.2K - $14.8K
81.6K $1.43M
EXPD
Expeditors International Of Washington Inc

Industrials
-114
- 4.84%
$109.09 - $126.48 $12.4K - $14.4K
2.24K $269K
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
-365
- 2.41%
$36.16 - $38.77 $13.2K - $14.2K
14.8K $538K
REZ
Ishares Tr Residential And Mul

ETFs
-150
- 2.13%
$78.21 - $88.48 $11.7K - $13.3K
6.9K $596K
TKR
Timken CO

Industrials
-186
- 0.73%
$69.85 - $83.79 $13K - $15.6K
25.2K $1.81M
POST
Post Holdings, Inc.

Consumer Defensive
-110
- 0.54%
$104.57 - $116.92 $11.5K - $12.9K
20.2K $2.35M
AWI
Armstrong World Industries Inc

Industrials
-96
- 0.4%
$136.0 - $154.19 $13.1K - $14.8K
24K $3.39M
FJP
First Trust Japan Alphadex Fun

ETFs
-238
- 1.46%
$49.98 - $57.59 $11.9K - $13.7K
16K $878K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-410
- 0.4%
N/A
102K $3.22M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-221
- 0.35%
$55.12 - $62.6 $12.2K - $13.8K
63.5K $3.58M
KB
Kb Financial Group Inc.

Financial Services
-227
- 2.12%
$53.14 - $62.87 $12.1K - $14.3K
10.5K $566K
INDB
Independent Bank Corp

Financial Services
-196
- 3.35%
$60.31 - $70.29 $11.8K - $13.8K
5.66K $354K
FLCB
Franklin Templeton ETF Tr Libe

ETFs
-574
- 5.64%
$20.83 - $21.52 $12K - $12.4K
9.61K $206K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-300
- 3.85%
$39.61 - $42.65 $11.9K - $12.8K
7.49K $305K
ZWS
Zurn Water Solutions Corp

Industrials
-338
- 2.2%
$32.38 - $39.44 $10.9K - $13.3K
15K $495K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-234
- 3.61%
$47.6 - $51.91 $11.1K - $12.1K
6.25K $302K
APA
Apa Corp

Energy
-492
- 2.2%
$18.54 - $25.45 $9.12K - $12.5K
21.9K $459K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
-409
- 3.67%
$25.75 - $30.48 $10.5K - $12.5K
10.7K $279K
SFBS
Servis First Bancshares, Inc.

Financial Services
-136
- 2.79%
$80.8 - $93.58 $11K - $12.7K
4.74K $391K
OVF
Listed Fds Tr Overlay Shs Fore

ETFs
-430
- 4.11%
$23.08 - $25.8 $9.92K - $11.1K
10K $247K
DRVN
Driven Brands Holdings Inc.

Consumer Cyclical
-636
- 4.2%
$14.92 - $17.89 $9.49K - $11.4K
14.5K $248K
SLG
Sl Green Realty Corp

Real Estate
-185
- 3.82%
$55.58 - $68.38 $10.3K - $12.7K
4.65K $268K
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
-224
- 3.1%
$47.45 - $51.96 $10.6K - $11.6K
7K $363K
BOND
Pimco Active Bond Exchange Tra

ETFs
-105
- 0.13%
$89.27 - $92.9 $9.37K - $9.75K
77.9K $7.2M
DELL
Dell Technologies Inc.

Technology
-108
- 2.57%
$90.34 - $124.66 $9.76K - $13.5K
4.09K $372K
CPT
Camden Property Trust

Real Estate
-86
- 1.75%
$109.16 - $125.53 $9.39K - $10.8K
4.83K $591K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-163
- 2.69%
N/A
5.9K $368K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-109
- 2.65%
$86.24 - $97.98 $9.4K - $10.7K
4K $348K
AVY
Avery Dennison Corp

Industrials
-57
- 0.93%
$174.58 - $195.91 $9.95K - $11.2K
6.04K $1.08M
CASH
Meta Financial Group Inc

Financial Services
-136
- 2.25%
$69.94 - $81.54 $9.51K - $11.1K
5.9K $430K
FAST
Fastenal CO

Industrials
-136
- 0.18%
$71.11 - $79.98 $9.67K - $10.9K
75K $5.82M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-686
- 2.1%
$14.46 - $15.96 $9.92K - $10.9K
32K $484K
ITRI
Itron, Inc.

Technology
-93
- 3.14%
$92.6 - $110.29 $8.61K - $10.3K
2.87K $300K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
-317
- 3.1%
$30.51 - $32.85 $9.67K - $10.4K
9.91K $323K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-174
- 0.52%
$48.13 - $51.78 $8.37K - $9.01K
33.3K $1.7M
MIDD
Middleby Corp

Industrials
-58
- 3.85%
$133.93 - $172.89 $7.77K - $10K
1.45K $219K
FEM
First Trust Emerging Markets A

ETFs
-424
- 1.11%
$21.28 - $23.9 $9.02K - $10.1K
37.7K $861K
AGM
Federal Agricultural Mortgage Corp

Financial Services
-50
- 2.74%
$182.78 - $209.07 $9.14K - $10.5K
1.77K $332K
HNI
Hni Corp

Industrials
-212
- 1.45%
$43.17 - $51.26 $9.15K - $10.9K
14.4K $640K
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
-182
- 0.17%
$44.41 - $45.43 $8.08K - $8.27K
107K $4.76M
EWTX
Edgewise Therapeutics, Inc.

Healthcare
-295
- 2.47%
$22.0 - $30.03 $6.49K - $8.86K
11.6K $255K
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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