Orion Portfolio Solutions, LLC Portfolio Holdings
Orion Portfolio Solutions, LLC
- $9.43 Billion
- Q3 2024
Orion Portfolio Solutions, LLC has filed its 13F form on November 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $9.43 Billion distributed in 1776 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Sector 10, Inc. with a value of $958M, Ishares Core S&P 500 ETF with a value of $249M, Apple Inc. with a value of $206M, Microsoft Corp with a value of $175M, and Vanguard Total Stock Market Et with a value of $151M.
Examining the 13F form we can see an increase of $460M in the current position value, from $8.97B to 9.43B.
Below you can find more details about Orion Portfolio Solutions, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$9.43 Billion
ETFs: $5.11 Billion
Technology: $1.13 Billion
Financial Services: $627 Million
Healthcare: $545 Million
Industrials: $463 Million
Consumer Cyclical: $454 Million
Consumer Defensive: $292 Million
Communication Services: $260 Million
Other: $456 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 1,776
- Current Value $9.43 Billion
- Prior Value $8.97 Billion
- Filing
- Period Q3 2024
- Filing Date November 15, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 161 stocks
- Additional Purchases 713 stocks
- Sold out of 0 stocks
- Reduced holdings in 886 stocks