Orion Portfolio Solutions, LLC Sells in Q3 2024

Orion Portfolio Solutions, LLC

  • $9.43 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BDX
Becton Dickinson & CO

Healthcare
-3.18K
- 17.85%
$221.47 - $242.41 $705K - $772K
14.7K $3.53M
AVEM
American Centy ETF Tr Avantis

ETFs
-38.3K
- 7.28%
$57.2 - $65.59 $2.19M - $2.51M
488K $31.5M
SM
Sm Energy CO

Energy
-13.4K
- 47.35%
$38.07 - $47.26 $508K - $631K
14.8K $593K
XT
Ishares Tr Exponential Technol

ETFs
-14.7K
- 11.1%
$54.51 - $61.59 $800K - $904K
117K $7.15M
FISV
Fiserv Inc

Technology
-4.94K
- 10.73%
N/A
41.1K $5.14M
DE
Deere & CO

Industrials
-3.15K
- 19.61%
$344.84 - $418.0 $1.09M - $1.32M
12.9K $5.38M
UPS
United Parcel Service Inc

Industrials
-4.1K
- 4.65%
$123.32 - $147.38 $505K - $604K
83.9K $11.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-30.4K
- 7.45%
$61.11 - $67.85 $1.86M - $2.06M
377K $25.6M
HUM
Humana Inc

Healthcare
-851
- 15.43%
$310.25 - $404.52 $264K - $344K
4.66K $1.48M
CGXU
Capital Group Intl Focus Equit

ETFs
-88.2K
- 6.11%
$24.27 - $27.46 $2.14M - $2.42M
1.36M $36.5M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-38.9K
- 52.89%
$12.67 - $14.36 $493K - $559K
34.7K $465K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.79K
- 30.2%
$386.81 - $423.12 $692K - $757K
4.13K $1.75M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-658
- 20.08%
$402.52 - $505.35 $265K - $333K
2.62K $1.13M
VBR
Vanguard Small Cap Value ETF

ETFs
-3.46K
- 44.65%
$179.99 - $201.6 $622K - $697K
4.29K $860K
MUSI
American Centy ETF Tr Multisec

ETFs
-38.5K
- 5.4%
$42.68 - $44.88 $1.64M - $1.73M
674K $30.1M
STLD
Steel Dynamics Inc

Basic Materials
-5.4K
- 54.55%
N/A
4.5K $441K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-11.3K
- 48.92%
$50.02 - $54.5 $568K - $619K
11.8K $645K
FOXF
Fox Factory Holding Corp

Consumer Cyclical
-8.17K
- 29.99%
$35.85 - $53.39 $293K - $436K
19.1K $791K
BIIB
Biogen Inc.

Healthcare
-1.24K
- 16.88%
$189.07 - $236.8 $234K - $293K
6.09K $1.18M
FTGC
First Trust Global Tactical CO

ETFs
-20.4K
- 15.62%
$22.3 - $24.39 $455K - $498K
110K $2.61M
PCOR
Procore Technologies, Inc.

Technology
-2.88K
- 4.07%
$51.74 - $71.71 $149K - $206K
67.7K $4.18M
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
-4.91K
- 13.53%
$28.84 - $41.15 $142K - $202K
31.4K $906K
ALC
Alcon Inc

Healthcare
-14.1K
- 16.7%
$88.07 - $100.79 $1.24M - $1.42M
70.5K $7.06M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-5.04K
- 41.47%
$103.09 - $113.83 $519K - $573K
7.11K $794K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-1.08K
- 22.64%
$193.0 - $282.1 $208K - $304K
3.68K $857K
HES
Hess Corp

Energy
-2.92K
- 44.14%
$126.3 - $155.44 $368K - $453K
3.69K $501K
IDA
Idacorp Inc

Utilities
-6.9K
- 28.66%
$92.02 - $104.62 $635K - $722K
17.2K $1.77M
PBF
Pbf Energy Inc.

Energy
-7.38K
- 45.85%
$30.68 - $46.49 $226K - $343K
8.72K $269K
JHMD
John Hancock ETF Tr Multifacto

ETFs
-24.3K
- 12.47%
$31.95 - $35.87 $776K - $871K
171K $6.03M
FOLD
Amicus Therapeutics, Inc.

Healthcare
-54.1K
- 36.88%
$9.55 - $12.09 $517K - $655K
92.6K $989K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-10.7K
- 28.89%
$45.6 - $46.83 $487K - $500K
26.3K $1.23M
FROG
J Frog LTD

Technology
-2.94K
- 6.67%
$24.68 - $39.51 $72.6K - $116K
41.2K $1.2M
NDAQ
Nasdaq, Inc.

Financial Services
-21.2K
- 24.77%
$59.48 - $74.31 $1.26M - $1.58M
64.5K $4.71M
IRTC
I Rhythm Technologies, Inc.

Healthcare
-1.3K
- 12.29%
$64.64 - $106.45 $84K - $138K
9.28K $689K
XLY
Select Sector Spdr Consumer Di

ETFs
-3.03K
- 31.87%
$170.05 - $200.86 $516K - $609K
6.48K $1.3M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-3.89K
- 1.32%
$44.66 - $49.15 $174K - $191K
292K $13.8M
OGN
Organon & Co.

Healthcare
-20K
- 65.24%
$18.65 - $23.03 $373K - $461K
10.7K $203K
VGT
Vanguard Information Technolog

ETFs
-809
- 17.64%
$514.43 - $606.85 $416K - $491K
3.78K $2.22M
AZN
Astrazeneca PLC

Healthcare
-5.33K
- 3.11%
$76.67 - $87.62 $409K - $467K
166K $12.9M
BFIX
Build Fds Tr Bd Innovation ETF
-19.5K
- 41.46%
$23.2 - $24.82 $452K - $484K
27.5K $665K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-8.27K
- 4.99%
$50.52 - $50.95 $418K - $421K
157K $8M
C
Citigroup Inc

Financial Services
-5.17K
- 4.79%
$56.11 - $67.61 $290K - $350K
103K $6.44M
SBUX
Starbucks Corp

Consumer Cyclical
-55.9K
- 21.8%
$72.51 - $98.6 $4.05M - $5.51M
200K $19.5M
CHRD
Oasis Petroleum Inc.

Energy
-952
- 12.42%
$128.01 - $176.98 $122K - $168K
6.71K $874K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-29.5K
- 11.58%
$125.95 - $142.04 $3.71M - $4.19M
225K $32M
CHDN
Churchill Downs Inc

Consumer Cyclical
-1.5K
- 3.26%
$130.35 - $145.0 $195K - $217K
44.4K $6M
SWTX
Spring Works Therapeutics, Inc.

Healthcare
-6.06K
- 16.84%
$32.04 - $42.76 $194K - $259K
29.9K $959K
APPF
Appfolio Inc

Technology
-1.32K
- 14.52%
$204.33 - $270.02 $270K - $356K
7.76K $1.83M
RELX
Relx PLC

Communication Services
-16K
- 6.89%
$44.1 - $48.86 $707K - $783K
217K $10.3M
Activity Summary
Buys All Purchases 874 New Holdings 161 Increased Positions 713 Sells All Sells 886 Reductions 886 Sold out 0 Options Calls 0 Puts 0
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