OP

Orion Portfolio Solutions, LLC

13F
Orion Portfolio Solutions, LLC
Last update 2025-05-15 2078 Stocks (190 new)
Value $20.23 Bil Turnover 50 %
Countries:
Top Holdings: SECT(9.33%)IVV(2.27%)BUYW(2.08%)VTI(1.45%)NVDA(1.31%)
Summary Stock Picks Current Portfolio
Orion Portfolio Solutions, LLC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SECT
Main Sector Rotation ETF
35,584,508
1,886,810.8
+98.64%
9.330
+4.63%
98.300
+22.27%
+6.80%
2,130.8
 
IVV
iShares Core S&P 500 ETF
804,262
458,882.6
+209.11%
2.270
+1.54%
0.080
+19.67%
+7.80%
634,518.9
 
BUYW
Main BuyWrite ETF
30,422,964
420,824.9
+104.93%
2.080
+1.06%
62.000
+8.31%
+4.67%
756.6
 
VTI
Vanguard Total Stock Market ETF
1,036,667
292,570.1
+102.79%
1.450
+0.73%
0.070
+19.82%
+7.35%
476,615.2
 
NVDA
NVIDIA Corp
2,202,381
265,807.9
+110.46%
1.310
+0.69%
0.010
+69.89%
+28.41%
4,204,658.7
Semiconductors
ELV
Elevance Health Inc
927,214
235,592.0
+2.03%
1.160
+0.02%
0.410
-34.44%
-24.24%
62,394.7
Healthcare Plans
AAPL
Apple Inc
1,013,145
221,842.5
+1,779.50%
1.100
+1.04%
0.010
+7.35%
-15.47%
3,154,147.7
Hardware
IWF
iShares Russell 1000 Growth ETF
567,371
216,670.6
+94.71%
1.070
+0.52%
0.210
+27.24%
+8.36%
113,776.0
 
VEA
Vanguard FTSE Developed Markets ETF
4,257,290
210,303.6
+110.27%
1.040
+0.55%
0.160
+12.49%
+19.94%
157,607.2
 
VUG
Vanguard Growth ETF
500,192
195,281.1
+102.22%
0.970
+0.49%
0.130
+27.48%
+9.52%
167,127.0
 

Orion Portfolio Solutions, LLC's Historical Top Holdings Breakdowns

Orion Portfolio Solutions, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SECT
Main Sector Rotation ETF
2025-03-31
Add
Add
+4.63%
●
50.72 ($54.85) 57.8
$58.70
7.02%
Add 98.64%
35,584,508
17,670,190
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+1.54%
●
554.06 ($590.51) 615.85
$630.67
6.80%
Add 209.11%
804,262
544,079
BUYW
Main BuyWrite ETF
2025-03-31
Add
Add
+1.06%
●
13.65 ($13.95) 14.14
$14.16
1.51%
Add 104.93%
30,422,964
15,577,139
AAPL
Apple Inc
2025-03-31
Add
Add
+1.04%
●
209.68 ($231.67) 247.1
$211.18
-8.84%
Add 1779.5%
1,013,145
959,240
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.75%
●
375.39 ($407.71) 447.2
$510.05
25.10%
Add 654.22%
502,501
435,876
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.73%
●
271.18 ($290.53) 303.12
$309.09
6.39%
Add 102.79%
1,036,667
525,477
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.69%
●
106.98 ($126.74) 149.43
$172.41
36.03%
Add 110.46%
2,202,381
1,155,912
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+0.56%
●
190.26 ($217) 242.06
$226.13
4.21%
Add 3765.5%
594,128
578,758
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+0.55%
●
47.4 ($50.6) 52.99
$56.64
11.94%
Add 110.27%
4,257,290
2,232,569
IWF
iShares Russell 1000 Growth ETF
2025-03-31
Add
Add
+0.52%
●
360.07 ($394.62) 417.26
$434.26
10.05%
Add 94.71%
567,371
275,977

Orion Portfolio Solutions, LLC Total Holding History ($B)

To

Orion Portfolio Solutions, LLC's Asset Allocation

To

Orion Portfolio Solutions, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Orion Portfolio Solutions, LLC's Hypothetical Growth since 2025-03-31

Orion Portfolio Solutions, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Orion Portfolio Solutions, LLC's Holdings Heat Map

Size field:

Orion Portfolio Solutions, LLC's Holdings Bubble Chart

Orion Portfolio Solutions, LLC News

  • 1

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