Neos Investment Management LLC Portfolio Holdings

Neos Investment Management LLC

  • $4.25 Trillion
  • Q4 2024

Neos Investment Management LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $4.25 Trillion distributed in 658 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $301B, Nvidia Corp with a value of $264B, Microsoft Corp with a value of $250B, Amazon Com Inc with a value of $170B, and Vanguard Russell 2000 ETF with a value of $142B.

Examining the 13F form we can see an increase of $935B in the current position value, from $3.31T to 4.25T.

Neos Investment Management LLC is based out at Westport, CT

Below you can find more details about Neos Investment Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.25 Trillion
Technology: $1.39 Trillion
Consumer Cyclical: $444 Billion
Healthcare: $417 Billion
Communication Services: $410 Billion
Financial Services: $358 Billion
Industrials: $355 Billion
ETFs: $302 Billion
Consumer Defensive: $204 Billion
Other: $274 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5B
$3.9 Billion 0.09% of portfolio
141,972
Q4 2024 Added 26.67%
$86B
$3.82 Billion 0.09% of portfolio
23,159
Q4 2024 New
$68.9B
$3.99 Billion 0.09% of portfolio
31,663
Q4 2024 Added 30.84%
$44.7B
$3.61 Billion 0.09% of portfolio
35,995
Q4 2024 Added 31.44%
$11.3B
$3.66 Billion 0.09% of portfolio
28,014
Q4 2024 Added 21.88%
$66.2B
$3.79 Billion 0.09% of portfolio
21,265
Q4 2024 Added 30.53%
$72.3B
$3.95 Billion 0.09% of portfolio
72,904
Q4 2024 Added 31.4%
$78.7B
$4 Billion 0.09% of portfolio
15,793
Q4 2024 Added 30.94%
$31.2B
$3.84 Billion 0.09% of portfolio
16,323
Q4 2024 Reduced 10.19%
$66.1B
$3.84 Billion 0.09% of portfolio
16,939
Q4 2024 Added 32.3%
$48.3B
$3.57 Billion 0.08% of portfolio
26,410
Q4 2024 Added 30.8%
$57.8B
$3.34 Billion 0.08% of portfolio
87,735
Q4 2024 Added 31.57%
$67.8B
$3.58 Billion 0.08% of portfolio
46,647
Q4 2024 Added 31.6%
$56.6B
$3.51 Billion 0.08% of portfolio
51,487
Q4 2024 Added 31.53%
$18.9B
$3.51 Billion 0.08% of portfolio
55,677
Q4 2024 Added 24.96%
$54.8B
$3.57 Billion 0.08% of portfolio
82,371
Q4 2024 Added 31.67%
$65.2B
$3.19 Billion 0.08% of portfolio
11,080
Q4 2024 Added 28.9%
$62.6B
$3.25 Billion 0.08% of portfolio
118,720
Q4 2024 Added 31.62%
$89.2B
$3.49 Billion 0.08% of portfolio
77,773
Q4 2024 Added 31.58%
$28.1B
$3.53 Billion 0.08% of portfolio
10,451
Q4 2024 Added 21.27%
$32.3B
$3.54 Billion 0.08% of portfolio
49,379
Q4 2024 Added 23.99%
$22.3B
$3.22 Billion 0.08% of portfolio
36,724
Q4 2024 Added 31.08%
$292B
$3.58 Billion 0.08% of portfolio
5,162
Q4 2024 Added 12.95%
$95.9B
$3.22 Billion 0.08% of portfolio
10,744
Q4 2024 Added 30.12%
$2.84B
$3.54 Billion 0.08% of portfolio
12,224
Q4 2024 New
$58.3B
$3.36 Billion 0.08% of portfolio
87,694
Q4 2024 Added 31.59%
$25.2B
$3.25 Billion 0.08% of portfolio
307,864
Q4 2024 Added 25.27%
$63.6B
$3.04 Billion 0.07% of portfolio
41,695
Q4 2024 Added 31.36%
$315M
$2.89 Billion 0.07% of portfolio
824,603
Q4 2024 Reduced 1.27%
$53.2B
$2.87 Billion 0.07% of portfolio
5,399
Q4 2024 Added 29.91%
$68.7B
$3.12 Billion 0.07% of portfolio
10,988
Q4 2024 Added 29.22%
$35.1B
$2.9 Billion 0.07% of portfolio
7,014
Q4 2024 Added 14.8%
$66.2B
$3 Billion 0.07% of portfolio
36,601
Q4 2024 Added 31.22%
$74.6B
$2.97 Billion 0.07% of portfolio
21,260
Q4 2024 Added 30.54%
$73.6B
$2.94 Billion 0.07% of portfolio
11,139
Q4 2024 Added 28.69%
$34.3B
$2.83 Billion 0.07% of portfolio
4,598
Q4 2024 Reduced 2.25%
$70.8B
$2.81 Billion 0.07% of portfolio
6,075
Q4 2024 Added 25.59%
$75.7B
$2.8 Billion 0.07% of portfolio
5,965
Q4 2024 Added 26.22%
$34.8B
$3.14 Billion 0.07% of portfolio
17,081
Q4 2024 Added 19.88%
$53.9B
$2.81 Billion 0.07% of portfolio
16,292
Q4 2024 Added 29.67%
$45.7B
$2.78 Billion 0.07% of portfolio
51,524
Q4 2024 Added 31.5%
$1.86B
$2.96 Billion 0.07% of portfolio
57,933
Q4 2024 Added 0.95%
$30.4B
$2.92 Billion 0.07% of portfolio
20,423
Q4 2024 Added 18.77%
$64.3B
$3.15 Billion 0.07% of portfolio
11,183
Q4 2024 Added 28.54%
$62.1B
$2.97 Billion 0.07% of portfolio
26,087
Q4 2024 Added 31.31%
$43.4B
$2.87 Billion 0.07% of portfolio
16,180
Q4 2024 Added 29.95%
$45.2B
$2.91 Billion 0.07% of portfolio
36,073
Q4 2024 Added 31.34%
$2.69B
$2.84 Billion 0.07% of portfolio
61,544
Q4 2024 Added 22.88%
$237B
$2.6 Billion 0.06% of portfolio
39,611
Q4 2024 Added 19.78%

Summary

  • Portfolio
  • No. of Stocks 658
  • Current Value $4.25 Trillion
  • Prior Value $3.31 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 38 stocks
  • Additional Purchases 486 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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