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
$4.07B
$11.5 Million 0.01% of portfolio
267
Q1 2024 Reduced 4.64%
$13.5B
$15.1 Million 0.01% of portfolio
131
Q2 2024 Added 28.43%
$271B
$10.8 Million 0.01% of portfolio
42
Q4 2023 New
$146B
$10.5 Million 0.01% of portfolio
95
Q4 2023 New
$12.5B
$10.5 Million 0.01% of portfolio
110
Q2 2024 Reduced 21.43%
$29.3B
$10.4 Million 0.01% of portfolio
101
Q4 2023 New
$36.9B
$10.4 Million 0.01% of portfolio
53
Q1 2024 Reduced 39.77%
$38.7B
$9.57 Million 0.01% of portfolio
134
Q1 2024 Reduced 49.81%
$205B
$8.65 Million 0.01% of portfolio
11
Q1 2024 Added 57.14%
$64.8B
$13.5 Million 0.01% of portfolio
45
Q4 2023 New
$46.7B
$12.6 Million 0.01% of portfolio
1,001
Q4 2023 New
$15.5B
$19 Million 0.01% of portfolio
374
Q1 2024 Added 25.08%
$4.42B
$8.77 Million 0.01% of portfolio
128
Q1 2024 New
$37.8B
$17.1 Million 0.01% of portfolio
213
Q1 2024 Reduced 75.06%
$21B
$10.6 Million 0.01% of portfolio
200
Q4 2023 New
$63.2B
$8.61 Million 0.01% of portfolio
116
Q4 2023 New
$25.3B
$21 Million 0.01% of portfolio
105
Q4 2023 New
$275B
$11.7 Million 0.01% of portfolio
163
Q4 2023 New
$22.6B
$14.1 Million 0.01% of portfolio
248
Q1 2024 Added 4.2%
$17.7B
$10.8 Million 0.01% of portfolio
78
Q1 2024 New
$7.34B
$15.5 Million 0.01% of portfolio
357
Q2 2024 Reduced 22.39%
$6.21B
$10.7 Million 0.01% of portfolio
198
Q2 2024 Reduced 22.96%
$23.8B
$14 Million 0.01% of portfolio
76
Q1 2024 Added 58.33%
$31.2B
$10.8 Million 0.01% of portfolio
24
Q4 2023 New
$66.3B
$15.6 Million 0.01% of portfolio
60
Q2 2024 Added 300.0%
$19.2B
$14.5 Million 0.01% of portfolio
116
Q4 2023 New
$82.4B
$23.2 Million 0.01% of portfolio
80
Q1 2024 Reduced 57.89%
$26.9B
$11.4 Million 0.01% of portfolio
198
Q4 2023 New
$131B
$11.5 Million 0.01% of portfolio
14
Q1 2024 Added 7.69%
$22.4B
$13.5 Million 0.01% of portfolio
37
Q2 2024 Reduced 9.76%
$27B
$14.2 Million 0.01% of portfolio
9
Q4 2023 New
$90.6B
$13.1 Million 0.01% of portfolio
54
Q4 2023 New
$62.4B
$10.7 Million 0.01% of portfolio
152
Q1 2024 Reduced 61.71%
$75.4B
$15.6 Million 0.01% of portfolio
201
Q4 2023 New
$105B
$19.9 Million 0.01% of portfolio
34
Q2 2024 Reduced 32.0%
$187B
$15.6 Million 0.01% of portfolio
35
Q1 2024 Reduced 72.0%
$36.3B
$19.6 Million 0.01% of portfolio
240
Q4 2023 New
$15.7B
$12 Million 0.01% of portfolio
26
Q2 2024 Reduced 25.71%
$23.9B
$13.4 Million 0.01% of portfolio
-
Q1 2024 New
$34.6B
$16.2 Million 0.01% of portfolio
107
Q4 2023 New
$10.8B
$11.5 Million 0.01% of portfolio
96
Q1 2024 Reduced 20.66%
$133B
$12.5 Million 0.01% of portfolio
95
Q1 2024 Added 26.67%
$0
$16.7 Million 0.01% of portfolio
3,575
Q4 2023 New
$12.9B
$22.2 Million 0.01% of portfolio
160
Q4 2023 New
$174B
$8.89 Million 0.01% of portfolio
16
Q2 2024 Reduced 15.79%
$28.9B
$11.9 Million 0.01% of portfolio
40
Q4 2023 New
$310B
$7.84 Million 0.0% of portfolio
132
Q1 2024 Added 46.67%
$168B
$4.01 Million 0.0% of portfolio
17
Q2 2024 Added 70.0%
$7.95B
$483,000 0.0% of portfolio
12
Q4 2023 New

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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