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Showing Q1 2025 data
HedgeTrack has imported Q4 2025 data overall, but Orion Portfolio Solutions, LLC's latest available filing here is Q1 2025.
Orion Portfolio Solutions, LLC
•CIK: 1802647•Filing: Q1 2025
**Orion Portfolio Solutions, LLC** manages $10.3B across a diversified portfolio of 2,010 holdings. The firm maintains significant exposure to technology and market indices, highlighted by the top position in SECT at $902.2M. Further concentration is evident in core holdings such as IVV ($305.7M), BUYW ($213.9M), and AAPL ($213.1M). This structure suggests a systematic, large-cap growth orientation across multiple asset classes.
Total AUM
$10.3B
QoQ Performance
+2.6%
Positions
1,395
Top 10 Concentration
33.8%
Latest Filing
Q1 2025
Top Holdings Allocation
SECT
SECT8.8%
IVV3.0%
BUYW2.1%
AAPL2.1%
MSFT1.6%
VTI1.4%
NVDA1.2%
VEA1.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other65.0%
Technology12.1%
ETF6.4%
Consumer4.3%
Financial3.7%
Healthcare3.6%
Consumer Staples1.2%
Energy1.0%
🚪 Exited Positionssold since Q4 2024
+1623 more exited positions
Changes from Q4 2024
NEW11 new positions
↑116 increased
↓72 decreased
Historical Filings
Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022