DOSSIER · 13F-HR · Q1 2025
Orion Portfolio Solutions, LLC
Orion Portfolio Solutions's asset manager based in Stamford, CT — $20.2B in tracked AUM across 3,694 positions as of Q1 2025.
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Orion Portfolio Solutions·Stamford, CT·Asset Manager
CIK 0001802647 · last filed Mar 31, 2025
AI Analysis · Q1 2025 · Q1 2025
Orion Portfolio Solutions, LLC filed Q1 2025 13F-HR with $20.2B in disclosed U.S. equity holdings The portfolio is led by Unknown exposure, with top positions including SECT (9.8%), ELV (2.3%), BUYW (2.1%). Quarter-over-quarter activity shows 0 new entries and 0 exits, with a net additive posture across 50 changed positions.
Quarter at a glance — Q1 2025
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2025.
Filing history
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