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Orion Capital Management

Latest statistics and disclosures from Orion Capital Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SGOV, IVV, AAPL, VIG, AVUS, and represent 28.37% of Orion Capital Management's stock portfolio.
Added to shares of these 10 stocks: SGOV (+$6.7M), IJH, DSTL, IVV, AVUV, AVUS, FSLR, FOUR, BSV, AVDV.
Started 24 new stock positions in FOUR, ZALT, VGSR, PAYO, Blackrock Inc call, TBIL, NUEM, NUSC, DEVICES INC Advanced Micro call, FREY. General Electric, NUHY, NULV, AVSC, IBHF, CALF, Eaton Corp Plc call, NUDM, NVO, SMTC, NULG, DSMC, NUBD, BLV.
Reduced shares in these 10 stocks: AAPL, SCHD, BA, USMV, IJR, VNQ, DAR, AMN, MTUM, VZ.
Sold out of its positions in AKRO, Alphabet Inc-cl C, Alteryx, BEPC, DLB, First Solar Inc option, FSRN, GEHC, GE, HAE.
Orion Capital Management was a net buyer of stock by $8.1M.
Orion Capital Management has $188M in assets under management (AUM), dropping by 10.25%.
Central Index Key (CIK): 0001846758

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Portfolio Holdings for Orion Capital Management

Orion Capital Management holds 507 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Orion Capital Management has 507 total positions. Only the first 250 positions are shown.

Sign up to view all of the Orion Capital Management March 31, 2024 positions
Download the Orion Capital Management March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr 0-3 Mnth Treasry (SGOV)	7.4	$14M	+91%	139k	100.71	View chart
Ishares Tr Core S&p500 Etf (IVV)	7.2	$14M	+10%	26k	525.72	View chart
Apple (AAPL)	4.9	$9.3M	-18%	54k	171.48	View chart
Vanguard Specialized Funds Div App Etf (VIG)	4.7	$8.8M		48k	182.61	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	4.2	$7.9M	+8%	88k	89.50	View chart
Etf Ser Solutions Distillate Us (DSTL)	4.0	$7.6M	+26%	141k	53.91	View chart
Amazon (AMZN)	2.9	$5.5M	+2%	31k	180.36	View chart
Microsoft Corporation (MSFT)	2.7	$5.1M		12k	420.72	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.3	$4.3M		26k	169.37	View chart
Intuitive Surgical Com New (ISRG)	2.1	$4.0M		9.9k	399.09	View chart
Alphabet Cap Stk Cl C (GOOG)	2.1	$3.9M		26k	152.26	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.9	$3.6M	-10%	45k	80.63	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.9	$3.6M	-3%	30k	120.99	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.8	$3.3M	+40%	35k	93.71	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.7	$3.2M	+274%	52k	60.74	View chart
NVIDIA Corporation (NVDA)	1.5	$2.8M	+5%	3.1k	903.50	View chart
O'reilly Automotive (ORLY)	1.3	$2.5M	-2%	2.2k	1128.88	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.3	$2.4M		75k	31.95	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.2	$2.3M	+5%	36k	63.74	View chart
Veeva Sys Cl A Com (VEEV)	1.1	$2.0M		8.8k	231.69	View chart
The Trade Desk Com Cl A (TTD)	1.1	$2.0M		23k	87.42	View chart
Qualcomm (QCOM)	1.0	$2.0M	-4%	12k	169.30	View chart
JPMorgan Chase & Co. (JPM)	1.0	$1.9M	-3%	9.5k	200.30	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$1.5M		10k	150.93	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.8	$1.5M		37k	39.11	View chart
salesforce (CRM)	0.8	$1.5M	+3%	4.8k	301.18	View chart
Costco Wholesale Corporation (COST)	0.8	$1.4M		1.9k	732.63	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.8	$1.4M		40k	35.38	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$1.4M	-20%	13k	110.52	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.7	$1.4M		44k	31.24	View chart
Adobe Systems Incorporated (ADBE)	0.7	$1.4M		2.7k	504.60	View chart
Visa Com Cl A (V)	0.7	$1.3M		4.5k	279.08	View chart
Johnson & Johnson (JNJ)	0.6	$1.1M		7.3k	158.19	View chart
Eli Lilly & Co. (LLY)	0.6	$1.1M	-9%	1.4k	777.96	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.6	$1.1M	-9%	37k	29.77	View chart
Bank of America Corporation (BAC)	0.6	$1.0M	-2%	28k	37.92	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.6	$1.0M		30k	34.41	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.5	$1.0M		28k	37.49	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.5	$1.0M		16k	64.26	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$991k	-24%	12k	86.48	View chart
Advanced Micro Devices (AMD)	0.5	$968k	-4%	5.4k	180.49	View chart
BlackRock (BLK)	0.5	$962k		1.2k	833.70	View chart
Fortinet (FTNT)	0.5	$947k		14k	68.31	View chart
Netflix (NFLX)	0.5	$881k		1.5k	607.33	View chart
Eaton Corp SHS (ETN)	0.5	$851k		2.7k	312.68	View chart
Morgan Stanley Com New (MS)	0.4	$833k	+3%	8.8k	94.16	View chart
Home Depot (HD)	0.4	$828k		2.2k	383.60	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.4	$824k	+21%	13k	65.86	View chart
Merck & Co (MRK)	0.4	$823k		6.2k	131.95	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.4	$791k		22k	35.55	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.4	$750k		21k	36.60	View chart
AMN Healthcare Services (AMN)	0.4	$733k	-22%	12k	62.51	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.4	$710k		16k	43.54	View chart
ResMed (RMD)	0.4	$704k		3.6k	198.03	View chart
Abbvie (ABBV)	0.4	$677k		3.7k	182.10	View chart
Super Micro Computer (SMCI)	0.3	$630k	-8%	624.00	1010.03	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.3	$612k	+3%	16k	37.98	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.3	$608k	+12%	17k	36.81	View chart
First Solar (FSLR)	0.3	$606k	+3490%	3.6k	168.80	View chart
Arlo Technologies (ARLO)	0.3	$592k	-5%	47k	12.65	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	0.3	$583k		18k	31.70	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$573k	-9%	9.9k	57.96	View chart
Edap Tms S A Sponsored Adr (EDAP)	0.3	$555k		76k	7.35	View chart
International Business Machines (IBM)	0.3	$550k		2.9k	190.96	View chart
Alnylam Pharmaceuticals (ALNY)	0.3	$549k		3.7k	149.45	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.3	$530k	+3%	16k	34.16	View chart
Metropcs Communications (TMUS)	0.3	$513k	-9%	3.1k	163.22	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.3	$506k		8.2k	61.43	View chart
Palantir Technologies Cl A (PLTR)	0.3	$492k	+4%	21k	23.01	View chart
Arista Networks (ANET)	0.3	$476k	-4%	1.6k	289.98	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.2	$461k		14k	32.47	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.2	$448k		13k	33.59	View chart
Pepsi (PEP)	0.2	$436k		2.5k	175.01	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$433k		12k	36.50	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.2	$417k		12k	34.52	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.2	$386k	-13%	9.3k	41.67	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.2	$385k	-16%	7.2k	53.34	View chart
Amgen (AMGN)	0.2	$382k	+4%	1.3k	284.32	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$380k		684.00	555.99	View chart
Inmode SHS (INMD)	0.2	$375k	-10%	17k	21.63	View chart
UnitedHealth (UNH)	0.2	$361k	-4%	729.00	494.70	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$336k		2.7k	123.18	View chart
Expedia Group Com New (EXPE)	0.2	$330k	+33%	2.4k	137.75	View chart
Dimensional Etf Trust International (DFSI)	0.2	$329k	+4%	9.8k	33.67	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$320k		762.00	420.52	View chart
Shift4 Pmts Cl A (FOUR)	0.2	$319k	NEW	4.8k	66.07	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$318k	+3%	1.2k	259.83	View chart
Exxon Mobil Corporation (XOM)	0.2	$316k		2.7k	116.24	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.2	$310k		8.7k	35.60	View chart
Caterpillar (CAT)	0.2	$301k	-10%	820.00	366.43	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.2	$292k		4.0k	73.04	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$290k	-55%	3.5k	83.58	View chart
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)	0.2	$289k	+10%	11k	26.97	View chart
CVS Caremark Corporation (CVS)	0.2	$287k	-34%	3.6k	79.76	View chart
Welltower Inc Com reit (WELL)	0.1	$282k	-18%	3.0k	93.44	View chart
Deere & Company (DE)	0.1	$279k	-9%	680.00	410.74	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$273k		810.00	337.05	View chart
Vanguard World Health Car Etf (VHT)	0.1	$271k		1.0k	270.52	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.1	$263k		7.0k	37.60	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.1	$263k	-6%	6.7k	39.28	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.1	$262k		6.5k	40.33	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$257k		1.6k	164.35	View chart
TJX Companies (TJX)	0.1	$255k		2.5k	101.42	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$253k	-42%	1.3k	187.35	View chart
Thermo Fisher Scientific (TMO)	0.1	$241k		415.00	581.21	View chart
Nike CL B (NKE)	0.1	$237k	-4%	2.5k	93.98	View chart
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC)	0.1	$237k	-5%	8.2k	28.73	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$233k	+10%	3.8k	61.05	View chart
Procter & Gamble Company (PG)	0.1	$232k		1.4k	162.25	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$228k	+552%	3.0k	76.67	View chart
Nv5 Holding (NVEE)	0.1	$225k		2.3k	98.01	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$225k		1.3k	179.11	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.1	$224k		4.4k	50.45	View chart
Honeywell International (HON)	0.1	$223k		1.1k	205.25	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$222k	-3%	9.1k	24.48	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$216k		3.5k	61.53	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$212k		667.00	317.73	View chart
McDonald's Corporation (MCD)	0.1	$212k		751.00	281.95	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$209k		1.3k	162.86	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$206k		4.9k	41.74	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$206k		1.0k	205.72	View chart
Abbott Laboratories (ABT)	0.1	$205k		1.8k	113.66	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.1	$203k		5.0k	40.60	View chart
Southern Copper Corporation (SCCO)	0.1	$198k		1.9k	106.52	View chart
Ares Capital Corporation (ARCC)	0.1	$196k		9.4k	20.82	View chart
Upstart Hldgs (UPST)	0.1	$194k	+26%	7.2k	26.89	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$193k		402.00	480.70	View chart
Medtronic SHS (MDT)	0.1	$190k	-25%	2.2k	87.15	View chart
American Express Company (AXP)	0.1	$189k		830.00	227.69	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.1	$187k		5.2k	36.10	View chart
Nvidia Corporation Call Apr 960 Call Apr 960	0.1	$181k		200.00	903.50	View chart
Nextera Energy (NEE)	0.1	$180k	-9%	2.8k	63.91	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$178k		1.3k	137.22	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$174k	-15%	4.3k	40.04	View chart
Bloom Energy Corp Com Cl A (BE)	0.1	$165k	-23%	15k	11.24	View chart
Moneylion Cl A (ML)	0.1	$164k		2.3k	71.32	View chart
Verizon Communications (VZ)	0.1	$159k	-51%	3.8k	41.96	View chart
Mastercard Incorporated Cl A (MA)	0.1	$158k	-6%	329.00	481.57	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.1	$155k	+2%	2.7k	56.93	View chart
Edwards Lifesciences (EW)	0.1	$146k		1.5k	95.56	View chart
Broadcom (AVGO)	0.1	$143k		108.00	1325.41	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$143k		6.0k	23.68	View chart
Bristol Myers Squibb (BMY)	0.1	$138k		2.6k	54.23	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$138k		3.8k	35.84	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.1	$130k	-5%	2.5k	51.78	View chart
Booking Holdings (BKNG)	0.1	$127k		35.00	3627.89	View chart
Pinterest Cl A (PINS)	0.1	$125k	-34%	3.6k	34.67	View chart
Roper Industries (ROP)	0.1	$122k		217.00	560.84	View chart
Goldman Sachs (GS)	0.1	$121k		290.00	417.69	View chart
Extreme Networks (EXTR)	0.1	$119k		10k	11.54	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$116k		3.6k	32.20	View chart
MiMedx (MDXG)	0.1	$116k		15k	7.89	View chart
Elf Beauty (ELF)	0.1	$116k		590.00	196.03	View chart
Array Technologies Com Shs (ARRY)	0.1	$112k	-34%	7.5k	14.91	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$109k		2.7k	40.90	View chart
General Dynamics Corporation (GD)	0.1	$109k		386.00	282.49	View chart
Toast Cl A (TOST)	0.1	$108k		4.4k	24.92	View chart
Intel Corporation (INTC)	0.1	$106k		2.4k	44.16	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$105k		2.5k	42.12	View chart
UniFirst Corporation (UNF)	0.1	$105k		607.00	173.43	View chart
Iron Mountain (IRM)	0.1	$104k	-27%	1.3k	80.21	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$104k		2.7k	39.02	View chart
Trimble Navigation (TRMB)	0.1	$103k		1.6k	64.36	View chart
Super Micro Computer Inc Call Jun 740 Call Jun 740 Call Option	0.1	$101k		100.00	1010.03	View chart
IDEX Corporation (IEX)	0.1	$101k		413.00	244.02	View chart
Etf Ser Solutions Distillate Smlmd (DSMC)	0.1	$99k	NEW	2.7k	36.97	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$99k		1.7k	58.11	View chart
General Electric	0.1	$98k	NEW	560.00	175.53	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$98k		2.3k	43.04	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$98k	+2%	282.00	346.61	View chart
Coca-Cola Company (KO)	0.1	$97k		1.6k	61.18	View chart
Comcast Corp Cl A (CMCSA)	0.1	$95k		2.2k	43.35	View chart
Target Corporation (TGT)	0.1	$94k		532.00	177.21	View chart
Chevron Corporation (CVX)	0.0	$94k	-20%	595.00	157.74	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$93k	-2%	96.00	970.47	View chart
Raytheon Technologies Corp (RTX)	0.0	$92k		940.00	97.53	View chart
Colgate-Palmolive Company (CL)	0.0	$90k	-33%	1.0k	90.05	View chart
On Hldg Namen Akt A (ONON)	0.0	$88k	+106%	2.5k	35.38	View chart
Tesla Motors (TSLA)	0.0	$88k	-37%	498.00	175.79	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$86k	-17%	3.4k	25.44	View chart
American Water Works (AWK)	0.0	$86k		700.00	122.21	View chart
Ishares Msci Eurzone Etf (EZU)	0.0	$85k	+2%	1.7k	51.06	View chart
Shopify Cl A (SHOP)	0.0	$85k		1.1k	77.17	View chart
Lockheed Martin Corporation (LMT)	0.0	$84k		184.00	454.87	View chart
Blackrock Inc Call Apr 800 Call Apr 800 Call Option	0.0	$83k	NEW	100.00	833.70	View chart
MercadoLibre (MELI)	0.0	$83k		55.00	1513.27	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$83k		804.00	102.76	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.0	$82k	-5%	3.9k	20.97	View chart
Lululemon Athletica (LULU)	0.0	$82k		210.00	390.65	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$80k	-16%	250.00	320.59	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$80k		2.2k	36.74	View chart
IPG Photonics Corporation (IPGP)	0.0	$80k		880.00	90.69	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$79k		3.5k	22.75	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$78k		570.00	136.05	View chart
Kla Corp Com New (KLAC)	0.0	$78k		111.00	698.57	View chart
McKesson Corporation (MCK)	0.0	$77k		144.00	536.85	View chart
Hercules Technology Growth Capital (HTGC)	0.0	$74k		4.0k	18.45	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$73k		1.0k	69.82	View chart
Novartis Sponsored Adr (NVS)	0.0	$71k		733.00	96.73	View chart
Brown & Brown (BRO)	0.0	$71k		807.00	87.54	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.0	$69k	NEW	1.4k	49.16	View chart
Apollo Global Mgmt (APO)	0.0	$68k	+20%	600.00	112.45	View chart
Xylem (XYL)	0.0	$68k		522.00	129.24	View chart
Illinois Tool Works (ITW)	0.0	$67k		251.00	268.33	View chart
Cummins (CMI)	0.0	$67k		228.00	294.65	View chart
Walt Disney Company (DIS)	0.0	$67k	-5%	549.00	122.36	View chart
Wal-Mart Stores (WMT)	0.0	$67k	+140%	1.1k	60.17	View chart
Starbucks Corporation (SBUX)	0.0	$67k	-13%	729.00	91.39	View chart
Packaging Corporation of America (PKG)	0.0	$66k		346.00	189.78	View chart
Align Technology (ALGN)	0.0	$66k		200.00	327.92	View chart
Paypal Holdings (PYPL)	0.0	$65k	-64%	973.00	66.99	View chart
Fidelity National Financial Fnf Group Com (FNF)	0.0	$65k		1.2k	53.10	View chart
Prologis (PLD)	0.0	$65k	+14%	500.00	130.22	View chart
Microchip Technology (MCHP)	0.0	$64k		718.00	89.71	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.0	$64k		1.6k	39.28	View chart
Curtiss-Wright (CW)	0.0	$64k		248.00	255.94	View chart
Cisco Systems (CSCO)	0.0	$63k	-28%	1.3k	49.91	View chart
Sempra Energy (SRE)	0.0	$63k		872.00	71.83	View chart
Automatic Data Processing (ADP)	0.0	$62k		250.00	249.74	View chart
Renaissance Cap Greenwich Ipo Etf (IPO)	0.0	$62k		1.5k	41.52	View chart
Netflix Inc Call Apr 560 Call Apr 560 Call Option	0.0	$61k		100.00	607.33	View chart
Kroger (KR)	0.0	$60k		1.1k	57.13	View chart
Salesforce Inc Call Apr 300 Call Apr 300 Call Option	0.0	$60k	-33%	200.00	301.18	View chart
Franklin Templeton Etf Tr Franklin Asia (FLAX)	0.0	$60k		2.7k	21.76	View chart
Diageo Spon Adr New (DEO)	0.0	$60k		400.00	148.74	View chart
Aon Shs Cl A (AON)	0.0	$59k		176.00	333.72	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$58k	-13%	1.6k	36.54	View chart
Arista Networks Inc Call May 280 Call May 280 Call Option	0.0	$58k		200.00	289.98	View chart
Cme (CME)	0.0	$58k		267.00	215.29	View chart
Snap-on Incorporated (SNA)	0.0	$57k		192.00	296.22	View chart
American Centy Etf Tr Avantis Responsi (AVSE)	0.0	$57k		1.2k	49.06	View chart
CSX Corporation (CSX)	0.0	$57k	-16%	1.5k	37.07	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.0	$55k	+681%	2.4k	23.38	View chart
Anthem (ELV)	0.0	$54k		105.00	518.54	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$54k		469.00	115.30	View chart
Albemarle Corporation (ALB)	0.0	$54k		407.00	131.74	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$53k		278.00	191.88	View chart
Fabrinet SHS (FN)	0.0	$53k		282.00	189.02	View chart
Eastman Chemical Company (EMN)	0.0	$52k		520.00	100.22	View chart
Innovator Etfs Trust Us Eqt Alrtd Pls (XTJL)	0.0	$52k		1.7k	30.82	View chart
Innovator Etfs Trust Us Eqty Acc Plus (XTJA)	0.0	$52k		2.0k	25.68	View chart
Innovator Etfs Trust Us Eqty Accelrtd (XTOC)	0.0	$52k		1.9k	27.72	View chart
Apple Inc Call Apr 180 Call Apr 180 Call Option	0.0	$51k		300.00	171.48	View chart
Freeport-mcmoran CL B (FCX)	0.0	$51k		1.1k	47.02	View chart
Innovator Etfs Trust Us Eqt Accel Pls (XTAP)	0.0	$50k		1.6k	30.95	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.0	$49k	+44%	720.00	68.16	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.0	$49k	-2%	1.0k	47.39	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$48k	-40%	900.00	53.80	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$48k		195.00	247.41	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.0	$48k		1.5k	32.65	View chart

Past Filings by Orion Capital Management

SEC 13F filings are viewable for Orion Capital Management going back to 2020

Orion Capital Management 2024 Q1 filed May 10, 2024
Orion Capital Management 2023 Q4 filed Feb. 6, 2024
Orion Capital Management 2023 Q3 filed Nov. 16, 2023
Orion Capital Management 2023 Q2 filed Aug. 8, 2023
Orion Capital Management 2023 Q1 filed May 10, 2023
Orion Capital Management 2022 Q4 filed Jan. 23, 2023
Orion Capital Management 2022 Q3 filed Oct. 27, 2022
Orion Capital Management 2022 Q2 filed July 22, 2022
Orion Capital Management 2022 Q1 filed May 11, 2022
Orion Capital Management 2021 Q4 filed Feb. 7, 2022
Orion Capital Management 2021 Q3 filed Oct. 25, 2021
Orion Capital Management 2021 Q2 filed Aug. 9, 2021
Orion Capital Management 2021 Q1 filed May 14, 2021
Orion Capital Management 2020 Q4 filed Feb. 23, 2021

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