Orion Portfolio Solutions, LLC Portfolio Holdings
Orion Portfolio Solutions, LLC
- $9.27 Billion
- Q1 2025
Orion Portfolio Solutions, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $9.27 Billion distributed in 1877 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Sector 10, Inc. with a value of $902M, Ishares Core S&P 500 ETF with a value of $306M, Apple Inc. with a value of $213M, Microsoft Corp with a value of $164M, and Vanguard Total Stock Market Et with a value of $144M.
Examining the 13F form we can see an decrease of $66.4M in the current position value, from $9.34B to 9.27B.
Below you can find more details about Orion Portfolio Solutions, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$9.27 Billion
ETFs: $4.88 Billion
Technology: $1.09 Billion
Financial Services: $693 Million
Healthcare: $518 Million
Consumer Cyclical: $457 Million
Industrials: $436 Million
Consumer Defensive: $319 Million
Communication Services: $278 Million
Other: $473 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 1,877
- Current Value $9.27 Billion
- Prior Value $9.34 Billion
- Filing
- Period Q1 2025
- Filing Date May 15, 2025
- Form Type 13F-HR/A
- Activity in Q1 2025
- New Purchases 193 stocks
- Additional Purchases 972 stocks
- Sold out of 0 stocks
- Reduced holdings in 702 stocks