Orion Portfolio Solutions, LLC Portfolio Holdings
Orion Portfolio Solutions, LLC
- $9.52 Billion
- Q4 2024
Orion Portfolio Solutions, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $9.52 Billion distributed in 1817 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Sector 10, Inc. with a value of $982M, Elevance Health, Inc. with a value of $336M, Air Products & Chemicals, Inc. with a value of $154M, Ishares Core S&P 500 ETF with a value of $153M, and Vanguard Total Stock Market Et with a value of $148M.
Examining the 13F form we can see an increase of $95.7M in the current position value, from $9.43B to 9.52B.
Below you can find more details about Orion Portfolio Solutions, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$9.52 Billion
ETFs: $5.07 Billion
Technology: $951 Million
Healthcare: $833 Million
Financial Services: $678 Million
Industrials: $435 Million
Consumer Cyclical: $361 Million
Consumer Defensive: $294 Million
Communication Services: $227 Million
Other: $571 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 1,817
- Current Value $9.52 Billion
- Prior Value $9.43 Billion
- Filing
- Period Q4 2024
- Filing Date February 12, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 158 stocks
- Additional Purchases 780 stocks
- Sold out of 0 stocks
- Reduced holdings in 866 stocks