§ 13F · FUND PROFILE
Orion Portfolio Solutions, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 3694Turnover · — · Q1Filed · May 14, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2025
FILED MAY 14, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SECT | NORTHERN LTS FD TR IV | 17.91M | $984.6T | 4.9% | — |
| 2 | SECT | NORTHERN LTS FD TR IV | 17.67M | $902.2T | 4.5% | — |
| 3 | IVV | ISHARES TR | 544K | $305.7T | 1.5% | — |
| 4 | ELV | ELEVANCE HEALTH INC | 909K | $227.6T | 1.1% | — |
| 5 | BUYW | NORTHERN LTS FD TR IV | 15.58M | $213.9T | 1.1% | — |
| 6 | AAPL | APPLE INC | 959K | $213.1T | 1.1% | — |
| 7 | BUYW | NORTHERN LTS FD TR IV | 14.85M | $207.0T | 1.0% | — |
| 8 | FISV | FISERV INC | 425K | $179.3T | 0.9% | — |
| 9 | MSFT | MICROSOFT CORP | 436K | $163.6T | 0.8% | — |
| 10 | IVV | ISHARES TR | 260K | $153.2T | 0.8% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ORION SIGNAL
AC read
Orion Portfolio Solutions, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed