Criterion Capital Advisors, LLC Portfolio Holdings

Criterion Capital Advisors, LLC

  • $159 Billion
  • Q4 2024

Criterion Capital Advisors, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $159 Billion distributed in 348 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $19B, Goldman Sachs ETF Access Invt with a value of $16.5B, Dimensional ETF Tr U S Core Eq with a value of $8.36B, Apple Inc. with a value of $7.21B, and Dimensional ETF Tr U S Small C with a value of $6.74B.

Criterion Capital Advisors, LLC is based out at Nashville, TN

Below you can find more details about Criterion Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $159 Billion
ETFs: $53.5 Billion
Financial Services: $20.3 Billion
Healthcare: $18.2 Billion
Technology: $17.4 Billion
Communication Services: $7.25 Billion
Industrials: $7.1 Billion
Consumer Cyclical: $5.38 Billion
Energy: $5.33 Billion
Other: $5.68 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$123 Million 0.08% of portfolio
-
Q2 2024 Added 0.51%
$62.8B
$104 Million 0.07% of portfolio
735
Q1 2024 Reduced 0.14%
$140B
$116 Million 0.07% of portfolio
524
Q1 2024 Reduced 2.06%
$13.1B
$111 Million 0.07% of portfolio
540
Q2 2024 Reduced 2.7%
$147B
$117 Million 0.07% of portfolio
1,515
Q4 2023 New
$135B
$101 Million 0.06% of portfolio
557
Q4 2023 New
$233B
$89.5 Million 0.06% of portfolio
861
Q1 2024 Reduced 14.84%
$237B
$74.1 Million 0.05% of portfolio
320
Q4 2023 New
$125B
$75.6 Million 0.05% of portfolio
331
Q4 2023 New
$39.7B
$84.7 Million 0.05% of portfolio
723
Q4 2023 New
$263B
$82.1 Million 0.05% of portfolio
1,212
Q1 2024 Added 200.0%
$60.2B
$60.5 Million 0.04% of portfolio
282
Q1 2024 Reduced 7.24%
$11.1B
$58.9 Million 0.04% of portfolio
540
Q4 2023 New
$48.7B
$60.6 Million 0.04% of portfolio
804
Q1 2024 Added 20.9%
$168B
$58.8 Million 0.04% of portfolio
798
Q2 2024 Reduced 0.13%
$2.14B
$70.9 Million 0.04% of portfolio
2,323
Q2 2024 Reduced 30.8%
$65.3B
$61.7 Million 0.04% of portfolio
239
Q1 2024 Added 38.15%
$223B
$69.4 Million 0.04% of portfolio
428
Q4 2023 New
$276B
$60.8 Million 0.04% of portfolio
600
Q1 2024 Reduced 4.15%
$147B
$57.1 Million 0.04% of portfolio
275
Q1 2024 Reduced 7.72%
$143B
$64.9 Million 0.04% of portfolio
207
Q2 2024 Reduced 44.5%
$19.7B
$70 Million 0.04% of portfolio
1,251
Q2 2024 Reduced 1.34%
$148B
$68.1 Million 0.04% of portfolio
200
Q4 2023 New
$44.4B
$65 Million 0.04% of portfolio
470
Q4 2023 New
$18.5B
$66.4 Million 0.04% of portfolio
845
Q1 2024 Added 1.81%
$212B
$69.6 Million 0.04% of portfolio
562
Q1 2024 Reduced 21.18%
$59.2B
$44.1 Million 0.03% of portfolio
42
Q4 2023 New
$143B
$42.1 Million 0.03% of portfolio
1,504
Q2 2024 Reduced 1.7%
$406B
$44.4 Million 0.03% of portfolio
359
Q2 2024 Added 987.88%
$55.2B
$54.5 Million 0.03% of portfolio
362
Q1 2024 Reduced 3.98%
$108B
$52 Million 0.03% of portfolio
667
Q1 2024 Reduced 3.33%
$24.7B
$45.5 Million 0.03% of portfolio
6
Q4 2023 New
$1.62T
$54.5 Million 0.03% of portfolio
108
Q1 2024 Reduced 15.63%
$216B
$52.2 Million 0.03% of portfolio
205
Q4 2023 New
$59.9B
$39.8 Million 0.03% of portfolio
1,024
Q4 2023 New
$2.28B
$49.7 Million 0.03% of portfolio
1,660
Q1 2024 Reduced 42.02%
$842M
$44.2 Million 0.03% of portfolio
2,984
Q4 2023 New
$934B
$49.6 Million 0.03% of portfolio
251
Q4 2023 New
$121B
$42.5 Million 0.03% of portfolio
91
Q4 2023 New
$164B
$55.1 Million 0.03% of portfolio
70
Q1 2024 Reduced 5.41%
$21.4B
$47 Million 0.03% of portfolio
403
Q4 2023 New
-
$48.6 Million 0.03% of portfolio
-
Q2 2024 Added 4.23%
$59.6B
$29.9 Million 0.02% of portfolio
237
Q1 2024 Reduced 4.44%
$86.5B
$34.8 Million 0.02% of portfolio
600
Q4 2023 New
$185B
$37.6 Million 0.02% of portfolio
228
Q4 2023 New
$54.8B
$25 Million 0.02% of portfolio
463
Q1 2024 Reduced 31.51%
$47.6B
$28.4 Million 0.02% of portfolio
579
Q1 2024 Reduced 4.77%
$79.2B
$36.1 Million 0.02% of portfolio
232
Q2 2024 Reduced 4.92%
$103B
$29.6 Million 0.02% of portfolio
649
Q1 2024 Reduced 4.7%

Summary

  • Portfolio
  • No. of Stocks 348
  • Current Value $159 Billion
  • Prior Value $159 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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