StockDriftsStockDriftsTop 50 Orion Portfolio Solutions, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SECT | NORTHERN LTS FD TR IV | 8.84% | 17.67M | $902.2M | -1.36%(-244.13K) | — | 2025-03-31 | |
| IVV | ISHARES TR | 3% | 544.1K | $305.7M | +109.11%(+283.90K) | — | 2025-03-31 | |
| BUYW | NORTHERN LTS FD TR IV | 2.1% | 15.58M | $213.9M | +4.93%(+731.31K) | — | 2025-03-31 | |
| AAPL | APPLE INC | 2.09% | 959.2K | $213.1M | +1679.50%(+905.34K) | — | 2025-03-31 | |
| MSFT | MICROSOFT CORP | 1.6% | 435.9K | $163.6M | +554.22%(+369.25K) | — | 2025-03-31 | |
| VTI | VANGUARD INDEX FDS | 1.42% | 525.5K | $144.4M | +2.79%(+14.29K) | — | 2025-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.23% | 1.16M | $125.3M | +10.46%(+109.44K) | — | 2025-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.11% | 2.23M | $113.5M | +10.27%(+207.85K) | — | 2025-03-31 | |
| AMZN | AMAZON COM INC | 1.08% | 578.8K | $110.1M | +3665.50%(+563.39K) | — | 2025-03-31 | |
| EDGF | ADVISORS INNER CIRCLE FD II | 1.04% | 4.25M | $105.8M | new | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Orion Portfolio Solutions, Llc reports $10.20B in US-listed equity holdings across 1,877 positions in its most recent 13F filing. Its largest disclosed positions are SECT (8.8%), IVV (3.0%) and BUYW (2.1%). Figures reflect the Q1 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Orion Portfolio Solutions, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802647). View Orion Portfolio Solutions, Llc’s 13F filings on SEC