StockDriftsStockDriftsTop 50 Orion Porfolio Solutions, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SECT | NORTHERN LTS FD TR IV | 8.99% | 17.46M | $1.05B | -0.26%(-45.70K) | $40.05(+73.77%) | 2026-03-31 | |
| EDGF | ADVISORS INNER CIRCLE FD II | 3.08% | 14.63M | $361.8M | +80.03%(+6.50M) | $24.71(+0.38%) | 2026-03-31 | |
| BUYW | NORTHERN LTS FD TR IV | 2.72% | 22.69M | $319.5M | +4.53%(+984.26K) | $13.59(+6.08%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.42% | 434.4K | $283.8M | -14.61%(-74.30K) | $533.50(+40.87%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.93% | 893.6K | $226.8M | -13.41%(-138.39K) | $229.31(+30.05%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.9% | 1.28M | $223.3M | -9.30%(-131.22K) | $71.89(+227.92%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 1.72% | 629.7K | $202.0M | -8.96%(-61.95K) | $212.33(+73.03%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.32% | 2.42M | $154.8M | -0.64%(-15.54K) | $45.89(+53.77%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.3% | 412.2K | $152.6M | -16.93%(-84.01K) | $384.94(+6.36%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 1.14% | 306.7K | $133.9M | -3.22%(-10.21K) | $47.16(+87.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.11% | +77.66% |
| Top 20 Holdings Unweighted | +20.37% | +74.40% |
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