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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.5B
$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%
$18B
$10 Million 0.01% of portfolio
26
Q2 2024 Reduced 21.21%
$14.2B
$14 Million 0.01% of portfolio
64
Q4 2023 New
$32.7B
$8.65 Million 0.01% of portfolio
100
Q4 2023 New
$284B
$18.4 Million 0.01% of portfolio
18
Q1 2024 Reduced 25.0%
$21B
$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
$80.4B
$12.2 Million 0.01% of portfolio
37
Q2 2024 Reduced 27.45%
$6.21B
$17.2 Million 0.01% of portfolio
1,000
Q4 2023 New
$37.8B
$21.2 Million 0.01% of portfolio
396
Q4 2023 New
$5.4B
$12.8 Million 0.01% of portfolio
160
Q4 2023 New
$10.4B
$23 Million 0.01% of portfolio
280
Q4 2023 New
$176B
$9.96 Million 0.01% of portfolio
50
Q4 2023 New
$193B
$15.7 Million 0.01% of portfolio
820
Q4 2023 New
$15.1B
$17.6 Million 0.01% of portfolio
46
Q2 2024 Reduced 23.33%
$4.55B
$10.4 Million 0.01% of portfolio
62
Q2 2024 New
$4.35B
$11.5 Million 0.01% of portfolio
267
Q1 2024 Reduced 4.64%
$12.2B
$15.1 Million 0.01% of portfolio
131
Q2 2024 Added 28.43%
$281B
$10.8 Million 0.01% of portfolio
42
Q4 2023 New
$135B
$10.5 Million 0.01% of portfolio
95
Q4 2023 New
$9.07B
$10.5 Million 0.01% of portfolio
110
Q2 2024 Reduced 21.43%
$18.2B
$10.4 Million 0.01% of portfolio
101
Q4 2023 New
$36B
$10.4 Million 0.01% of portfolio
53
Q1 2024 Reduced 39.77%
$36B
$9.57 Million 0.01% of portfolio
134
Q1 2024 Reduced 49.81%
$167B
$8.65 Million 0.01% of portfolio
11
Q1 2024 Added 57.14%
$58.4B
$13.5 Million 0.01% of portfolio
45
Q4 2023 New
$39.5B
$12.6 Million 0.01% of portfolio
1,001
Q4 2023 New
$15.8B
$19 Million 0.01% of portfolio
374
Q1 2024 Added 25.08%
$5.67B
$8.77 Million 0.01% of portfolio
128
Q1 2024 New
$37.7B
$17.1 Million 0.01% of portfolio
213
Q1 2024 Reduced 75.06%
$25.5B
$10.6 Million 0.01% of portfolio
200
Q4 2023 New
$0
$23.3 Million 0.01% of portfolio
218
Q2 2024 Reduced 2.68%
$63.3B
$8.61 Million 0.01% of portfolio
116
Q4 2023 New
$5.32B
$13.4 Million 0.01% of portfolio
351
Q2 2024 Reduced 29.8%
$28.2B
$21 Million 0.01% of portfolio
105
Q4 2023 New
$358B
$11.7 Million 0.01% of portfolio
163
Q4 2023 New
$21.1B
$14.1 Million 0.01% of portfolio
248
Q1 2024 Added 4.2%
$16.8B
$10.8 Million 0.01% of portfolio
78
Q1 2024 New
$5.35B
$15.5 Million 0.01% of portfolio
357
Q2 2024 Reduced 22.39%
$6.71B
$10.7 Million 0.01% of portfolio
198
Q2 2024 Reduced 22.96%
$24.6B
$14 Million 0.01% of portfolio
76
Q1 2024 Added 58.33%
$34B
$10.8 Million 0.01% of portfolio
24
Q4 2023 New
$69.8B
$15.6 Million 0.01% of portfolio
60
Q2 2024 Added 300.0%
$19B
$14.5 Million 0.01% of portfolio
116
Q4 2023 New
$72.3B
$23.2 Million 0.01% of portfolio
80
Q1 2024 Reduced 57.89%
$0
$22.4 Million 0.01% of portfolio
270
Q4 2023 New
$28.1B
$11.4 Million 0.01% of portfolio
198
Q4 2023 New
$100B
$11.5 Million 0.01% of portfolio
14
Q1 2024 Added 7.69%

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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