Orion Portfolio Solutions, LLC - Portfolio overview

Orion Portfolio Solutions, LLC has 1877 reported holdings in this dataset, with the latest filing dated 2025-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SECT - NORTHERN LTS FD TR IV, 8.84%
2. IVV - ISHARES TR, 3.00%
3. BUYW - NORTHERN LTS FD TR IV, 2.10%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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