Fund HoldingsOrion Capital Management LLC

Total Portfolio Value
$237.36M
Total Bought
$52.66M
Total Sold
$39.34M
Net Transaction
+$13.32M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES TR033,800+33,800018,9928.00%+18,992
JANUS DETROIT STR TR
HENDRSON AAA CL
62,786198,018+135,2323,18410,0414.23%+6,858
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
026,969+26,96904,6721.97%+4,672
ISHARES TR267,962308,356+40,39426,88231,04213.08%+4,160
ABBVIE INC(ABBV)09,036+9,03601,8930.80%+1,893
RTX CORPORATION(RTX)9406,337+5,3971098390.35%+731
US BANCORP DEL(USB)014,600+14,60006160.26%+616
COSTCO WHSL CORP NEW(COST)02,401+2,40102,2710.96%+2,271
AMERICAN CENTY ETF TR25,22334,384+9,1611,6842,2420.94%+558
EATON CORP PLC(ETN)04,544+4,54401,2350.52%+1,235
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
02,607+2,60705030.21%+503
OREILLY AUTOMOTIVE INC(ORLY)01,968+1,96802,8191.19%+2,819
VANGUARD INDEX FDS0894+89404590.19%+459
MERCK & CO INC(MRK)010,989+10,98909860.42%+986
PHILIP MORRIS INTL INC(PM)02,610+2,61004140.17%+414
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
06,254+6,25403740.16%+374
INVESCO EXCH TRADED FD TR II
SHORT TERM ETF
03,541+3,54103740.16%+374
UBER TECHNOLOGIES INC(UBER)2,4427,117+4,6751475190.22%+371
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
015,322+15,32207760.33%+776
MCDONALDS CORP(MCD)01,872+1,87205850.25%+585
SCHWAB STRATEGIC TR0139,550+139,55003,9021.64%+3,902
AMERICAN CENTY ETF TR110,888119,923+9,03510,74811,0784.67%+330
NVIDIA CORPORATION CALL APR 121(NVDA)03,000+3,00003250.14%+325
ISHARES TR0846+84603050.13%+305
INTERNATIONAL BUSINESS MACHS(IBM)03,403+3,40308460.36%+846
INVESCO EXCHANGE TRADED FD T
S&P 100 EQL WIGH
02,770+2,77002860.12%+286
VANGUARD WHITEHALL FDS029,653+29,65303,8241.61%+3,824
INNOVATOR ETFS TRUST
US EQTY PWR BUF
023,097+23,09708270.35%+827
DIMENSIONAL ETF TRUST
US LARG VECT ETF
04,226+4,22602710.11%+271
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
084,988+84,98802,8041.18%+2,804
ETF SER SOLUTIONS
DISTILLATE US
0174,550+174,55009,4683.99%+9,468
ISHARES TR01,274+1,27402400.10%+240
NORTHROP GRUMMAN CORP(NOC)0468+46802400.10%+240
LOCKHEED MARTIN CORP(LMT)184728+544893250.14%+236
AMERICAN CENTY ETF TR037,704+37,70402,4991.05%+2,499
PALANTIR TECHNOLOGIES INC(PLTR)21,40021,673+2731,6181,8290.77%+211
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
08,262+8,26202140.09%+214
CME GROUP INC(CME)1,0671,677+6102484450.19%+197
TELEDYNE TECHNOLOGIES INC(TDY)0375+37501870.08%+187
CITIZENS FINL GROUP INC(CFG)04,475+4,47501830.08%+183
ENERGY TRANSFER L P(ET)08,800+8,80001640.07%+164
AMERICAN CENTY ETF TR014,710+14,71001,0260.43%+1,026
WELLS FARGO CO NEW(WFC)02,656+2,65601910.08%+191
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
05,018+5,01801570.07%+157
T-MOBILE US INC(TMUS)03,100+3,10008270.35%+827
VEEVA SYS INC(VEEV)08,385+8,38501,9420.82%+1,942
SPDR SER TR
ST SHOR CORP ETF
40,06544,218+4,1531,1961,3310.56%+135
ELI LILLY & CO(LLY)01,664+1,66401,3740.58%+1,374
BOEING CO(BA)0888+88801510.06%+151
VANGUARD INDEX FDS014,184+14,18401,2840.54%+1,284
SYNCHRONY FINANCIAL(SYF)1,3003,850+2,550852040.09%+119
ALNYLAM PHARMACEUTICALS INC(ALNY)03,340+3,34009020.38%+902
JOHNSON & JOHNSON(JNJ)05,323+5,32308830.37%+883
MERCADOLIBRE INC(MELI)55105+50942050.09%+111
ALTRIA GROUP INC(MO)01,785+1,78501070.05%+107
AMGEN INC(AMGN)02,115+2,11506590.28%+659
CARNIVAL CORP06,600+6,60001290.05%+129
INNOVATOR ETFS TRUST
US EQTY ACCELRT9
08,240+8,24002450.10%+245
INNOVATOR ETFS TRUST
US EQUITY ACCELE
041,194+41,19401,4380.61%+1,438
SYNOVUS FINL CORP02,000+2,0000930.04%+93
NETFLIX INC CALL APR 1000(NFLX)0100+1000930.04%+93
ISHARES BITCOIN TRUST ETF(IBIT)03,207+3,20701500.06%+150
FORTINET INC(FTNT)13,65014,175+5251,2901,3640.57%+75
VEEVA SYS INC CALL JUN 2400300+3000690.03%+69
VISA INC(V)4,2734,044-2291,3501,4170.60%+67
ASML HOLDING N V CALL APR 730(ASML)0100+1000660.03%+66
INVESCO EXCH TRD SLF IDX FD6,6269,739+3,1131372010.08%+65
BERKSHIRE HATHAWAY INC DEL0877+87704670.20%+467
ISHARES TR0195+1950530.02%+53
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
02,698+2,6980530.02%+53
ISHARES TR5,1717,200+2,0291211680.07%+47
APPLE INC CALL APR 2500200+2000440.02%+44
NEXTERA ENERGY INC(NEE)03,329+3,32902360.10%+236
CITIGROUP INC(C)0940+9400670.03%+67
SPDR GOLD TR(GLD)80080001942310.10%+37
LULULEMON ATHLETICA INC(LULU)235435+200901230.05%+33
EQUITABLE HLDGS INC0630+6300330.01%+33
PINTEREST INC(PINS)6,7007,300+6001942260.10%+32
BANK NEW YORK MELLON CORP0380+3800320.01%+32
EXXON MOBIL CORP02,720+2,72003230.14%+323
ABBOTT LABS1,5521,55201762060.09%+30
EATON CORP PLC CALL JUN 360(ETN)0100+1000270.01%+27
SCHWAB STRATEGIC TR01,214+1,2140270.01%+27
CHEVRON CORP NEW(CVX)0519+5190870.04%+87
VERIZON COMMUNICATIONS INC(VZ)2,7922,978+1861121350.06%+23
ISHARES TR
MSCI USA QLT FCT
01,597+1,59702730.11%+273
SPDR SER TR
ST STR SP400GRW
0270+2700210.01%+21
BROWN & BROWN INC(BRO)8078070821000.04%+18
ISHARES SILVER TR(SLV)3,6893,6890971140.05%+17
AMERICAN WTR WKS CO INC NEW7007000871030.04%+16
AT&T INC(T)01,234+1,2340350.01%+35
MCKESSON CORP(MCK)144144082970.04%+15
AMERICAN CENTY ETF TR08,972+8,97205590.24%+559
CVS HEALTH CORP(CVS)01,000+1,0000680.03%+68
VANGUARD WORLD FD
HEALTH CAR ETF
01,240+1,24003280.14%+328
QUALCOMM INC(QCOM)011,533+11,53301,7720.75%+1,772
PACER FDS TR
US SM CAP CA ETF
0337+3370130.01%+13
SELECT SECTOR SPDR TR
ST STR FINL ETF
4,5204,621+1012182300.10%+12
FIDELITY NATIONAL FINANCIAL(FNF)01,227+1,2270800.03%+80
GE AEROSPACE(GE)0310+3100620.03%+62
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