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
BCE
Bce Inc

Communication Services
-21.6K
- 65.98%
$22.14 - $25.18 $479K - $545K
11.2K $256K
MOH
Molina Healthcare, Inc.

Healthcare
-1.49K
- 42.33%
$266.57 - $333.27 $398K - $498K
2.04K $670K
DFAX
Dimensional ETF Tr
-18.3K
- 30.41%
$24.45 - $27.2 $448K - $499K
41.9K $1.1M
IYW
Ishares Dj Us Tech ETF

ETFs
-3.42K
- 5.52%
$140.44 - $166.79 $480K - $570K
58.5K $8.21M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-5.96K
- 24.42%
$78.0 - $84.37 $465K - $503K
18.5K $1.47M
MANH
Manhattan Associates Inc

Technology
-2.69K
- 21.1%
$163.5 - $295.1 $440K - $795K
10.1K $1.74M
TYL
Tyler Technologies Inc

Technology
-800
- 18.29%
$553.41 - $646.74 $443K - $517K
3.57K $2.08M
AVDV
American Centy ETF Tr Avantis

ETFs
-6.61K
- 5.72%
$63.74 - $71.96 $421K - $476K
109K $7.6M
SE
Sea LTD

Consumer Cyclical
-3.53K
- 12.79%
$104.87 - $146.31 $370K - $517K
24.1K $3.14M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-15.3K
- 9.98%
$29.82 - $30.1 $456K - $460K
138K $4.15M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1.8K
- 1.57%
$254.58 - $302.92 $457K - $544K
112K $28.7M
SIXJ
Aim ETF Prods Tr Allianzim U S
-14.7K
- 27.59%
$29.68 - $31.19 $437K - $460K
38.7K $1.16M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-10.7K
- 35.15%
$39.96 - $43.3 $426K - $462K
19.7K $810K
DHR
Danaher Corp

Healthcare
-2.1K
- 2.72%
$201.62 - $250.59 $422K - $525K
74.9K $15.4M
GM
General Motors CO

Consumer Cyclical
-9.08K
- 14.07%
$45.22 - $54.92 $411K - $499K
55.5K $2.61M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-19.3K
- 1.99%
$21.75 - $24.28 $420K - $468K
951K $21M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-3.79K
- 15.72%
$111.56 - $223.11 $423K - $846K
20.3K $2.27M
IBN
Icici Bank LTD

Financial Services
-13.4K
- 11.32%
$27.55 - $31.67 $370K - $425K
105K $3.31M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-17.4K
- 16.33%
$24.07 - $24.5 $419K - $426K
89.1K $2.16M
TSN
Tyson Foods, Inc.

Consumer Defensive
-6.6K
- 38.35%
$54.27 - $63.81 $358K - $421K
10.6K $677K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
-21.4K
- 13.39%
$19.43 - $19.9 $416K - $426K
138K $2.72M
DFAE
Dimensional ETF Tr

ETFs
-15.5K
- 42.21%
$24.64 - $26.86 $381K - $415K
21.2K $548K
HDV
Ishares Core High Dividend ETF

ETFs
-3.28K
- 3.41%
$110.86 - $121.12 $364K - $398K
92.9K $11.3M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-8.26K
- 51.37%
$47.47 - $48.84 $392K - $403K
7.82K $373K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-16.6K
- 15.92%
$23.29 - $23.38 $387K - $388K
87.8K $2.05M
MFG
Mizuho Financial Group Inc

Financial Services
-70.2K
- 11.23%
$4.83 - $6.04 $339K - $424K
554K $3.05M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-12.5K
- 7.93%
$28.11 - $32.0 $353K - $401K
146K $4.48M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-14.8K
- 15.98%
$23.92 - $26.89 $353K - $397K
77.7K $2.01M
USTB
Victory Portfolios Ii Victorys

ETFs
-7.39K
- 17.67%
$50.08 - $50.71 $370K - $375K
34.4K $1.74M
FNDA
Schwab Fundamental U S Small C

ETFs
-13.5K
- 15.97%
$26.87 - $30.99 $363K - $419K
71.2K $1.95M
FTGC
First Trust Global Tactical CO

ETFs
-14.6K
- 12.95%
$23.95 - $25.86 $349K - $376K
97.8K $2.5M
TXN
Texas Instruments Inc

Technology
-1.9K
- 2.36%
N/A
78.4K $15.3M
PTC
Ptc Inc.

Technology
-2.36K
- 35.76%
$153.3 - $193.48 $362K - $457K
4.24K $657K
ANGO
Angiodynamics Inc

Healthcare
-38.9K
- 21.61%
$8.37 - $12.94 $325K - $503K
141K $1.32M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.56K
- 2.17%
$222.66 - $268.42 $348K - $420K
70.6K $16.5M
ASX
Ase Technology Holding Co., Ltd.

Technology
-41.6K
- 22.47%
$8.76 - $11.36 $364K - $472K
143K $1.26M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-7.2K
- 33.85%
$50.17 - $51.45 $361K - $371K
14.1K $709K
CCRN
Cross Country Healthcare Inc

Healthcare
-24.5K
- 62.22%
$14.8 - $18.25 $362K - $447K
14.9K $221K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-18.2K
- 12.04%
$19.8 - $19.97 $360K - $363K
133K $2.64M
TDIV
First Trust Nasdaq Technology

ETFs
-4.89K
- 3.74%
$73.39 - $83.95 $359K - $410K
126K $9.25M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-14.3K
- 10.63%
$25.05 - $25.16 $358K - $360K
120K $3.02M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-6.92K
- 4.84%
$50.72 - $50.92 $351K - $352K
136K $6.91M
APP
App Lovin Corp

Technology
-1.32K
- 5.94%
$238.08 - $510.13 $313K - $671K
20.8K $5.52M
ARES
Ares Management Corp

Financial Services
-2.34K
- 21.98%
$140.19 - $198.28 $328K - $464K
8.31K $1.22M
COIN
Coinbase Global, Inc.

Technology
-1.98K
- 19.78%
$172.23 - $301.3 $342K - $597K
8.04K $1.38M
MTN
Vail Resorts Inc

Consumer Cyclical
-2.11K
- 35.36%
$153.58 - $184.72 $325K - $390K
3.86K $618K
EMLP
First Tr Exchange Traded Iv

ETFs
-9K
- 15.82%
$35.79 - $38.28 $322K - $344K
47.9K $1.8M
FCN
Fti Consulting, Inc

Industrials
-2.02K
- 19.58%
$160.54 - $198.75 $325K - $402K
8.31K $1.36M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-7.86K
- 6.28%
$39.65 - $43.35 $312K - $341K
117K $4.93M
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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