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
$393B
$37.6 Million 0.02% of portfolio
228
Q4 2023 New
$52.2B
$38.4 Million 0.02% of portfolio
324
Q1 2024 Reduced 4.71%
$15.5B
$38.4 Million 0.02% of portfolio
2,705
Q4 2023 New
$84.5B
$34.6 Million 0.02% of portfolio
253
Q1 2024 Reduced 4.89%
$2.4B
$28.6 Million 0.02% of portfolio
2,200
Q4 2023 New
$3.96B
$33.4 Million 0.02% of portfolio
400
Q4 2023 New
$45.2B
$38.1 Million 0.02% of portfolio
390
Q1 2024 Reduced 3.47%
$519B
$34.4 Million 0.02% of portfolio
78
Q4 2023 New
$44.6B
$35.9 Million 0.02% of portfolio
570
Q4 2023 New
$263B
$28.7 Million 0.02% of portfolio
140
Q4 2023 New
$30B
$36 Million 0.02% of portfolio
240
Q4 2023 New
$23.2B
$29.5 Million 0.02% of portfolio
250
Q1 2024 Reduced 4.58%
$42.2B
$30.2 Million 0.02% of portfolio
314
Q3 2024 Reduced 3.68%
$12.8B
$30.4 Million 0.02% of portfolio
1,560
Q4 2023 New
$31.3B
$26.1 Million 0.02% of portfolio
550
Q4 2023 New
$77.6B
$27.2 Million 0.02% of portfolio
36
Q1 2024 Reduced 10.0%
$346B
$38.1 Million 0.02% of portfolio
958
Q4 2023 New
$44.1B
$34.6 Million 0.02% of portfolio
551
Q2 2024 Reduced 13.91%
$49.9B
$27.2 Million 0.02% of portfolio
184
Q1 2024 Reduced 56.6%
$16.5B
$25.7 Million 0.02% of portfolio
63
Q4 2023 New
$183B
$26 Million 0.02% of portfolio
631
Q1 2024 Reduced 4.97%
$69.3B
$35.7 Million 0.02% of portfolio
400
Q4 2023 New
$77.5B
$32.1 Million 0.02% of portfolio
20
Q1 2024 Reduced 4.76%
$230B
$33.7 Million 0.02% of portfolio
212
Q4 2023 New
$13.9B
$14.6 Million 0.01% of portfolio
95
Q2 2024 Reduced 15.93%
$8.42B
$13.9 Million 0.01% of portfolio
170
Q1 2024 Reduced 22.73%
$298B
$19.1 Million 0.01% of portfolio
300
Q1 2024 Reduced 40.24%
$14.1B
$8.49 Million 0.01% of portfolio
838
Q2 2024 New
$130B
$11.7 Million 0.01% of portfolio
102
Q4 2023 New
$32.7B
$22.4 Million 0.01% of portfolio
142
Q4 2023 New
$18.9B
$11.4 Million 0.01% of portfolio
80
Q4 2023 New
$3.56B
$10.7 Million 0.01% of portfolio
260
Q4 2023 New
$53.1B
$8.66 Million 0.01% of portfolio
35
Q1 2024 Reduced 30.0%
$18.8B
$10 Million 0.01% of portfolio
26
Q2 2024 Reduced 21.21%
$14.4B
$14 Million 0.01% of portfolio
64
Q4 2023 New
$33.1B
$8.65 Million 0.01% of portfolio
100
Q4 2023 New
$289B
$18.4 Million 0.01% of portfolio
18
Q1 2024 Reduced 25.0%
$21.1B
$10 Million 0.01% of portfolio
160
Q1 2024 Reduced 20.0%
$16.2B
$12.2 Million 0.01% of portfolio
101
Q4 2023 New
$82.9B
$12.2 Million 0.01% of portfolio
37
Q2 2024 Reduced 27.45%
$6.3B
$17.2 Million 0.01% of portfolio
1,000
Q4 2023 New
$37.7B
$21.2 Million 0.01% of portfolio
396
Q4 2023 New
$5.55B
$12.8 Million 0.01% of portfolio
160
Q4 2023 New
$10.4B
$23 Million 0.01% of portfolio
280
Q4 2023 New
$180B
$9.96 Million 0.01% of portfolio
50
Q4 2023 New
$192B
$15.7 Million 0.01% of portfolio
820
Q4 2023 New
$15.4B
$17.6 Million 0.01% of portfolio
46
Q2 2024 Reduced 23.33%
$1.37B
$9.4 Million 0.01% of portfolio
150
Q2 2024 Added 4,900.0%
$4.55B
$10.4 Million 0.01% of portfolio
62
Q2 2024 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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