Criterion Capital Advisors, LLC Portfolio Holdings

Criterion Capital Advisors, LLC

  • $159 Billion
  • Q3 2024

Criterion Capital Advisors, LLC has filed its 13F form on October 21, 2024 for Q3 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.

Examining the 13F form we can see an decrease of $1.2M in the current position value, from $159B to 159B.

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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.7 Million 0.01% of portfolio
3,575
Q4 2023 New
$29.5M
$720,000 0.0% of portfolio
400
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 348
  • Current Value $159 Billion
  • Prior Value $159 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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