Neos Investment Management LLC Portfolio Holdings

Neos Investment Management LLC

  • $3.31 Trillion
  • Q3 2024

Neos Investment Management LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.31 Trillion distributed in 723 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $214B, Microsoft Corp with a value of $201B, Nvidia Corp with a value of $189B, Amazon Com Inc with a value of $111B, and Meta Platforms, Inc. with a value of $97.1B.

Examining the 13F form we can see an increase of $883B in the current position value, from $2.43T to 3.31T.

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 $3.31 Trillion
Technology: $1.06 Trillion
Healthcare: $401 Billion
Communication Services: $324 Billion
Consumer Cyclical: $305 Billion
Industrials: $275 Billion
Financial Services: $262 Billion
ETFs: $235 Billion
Consumer Defensive: $173 Billion
Other: $225 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$65.4 Billion 1.98% of portfolio
732,298
Q3 2024 Added 5,952.05%
$0
$34.6 Billion 1.04% of portfolio
940,956
Q3 2024 New
$0
$34.3 Billion 1.04% of portfolio
1,436,542
Q3 2024 New
$0
$26.6 Billion 0.8% of portfolio
710,000
Q3 2024 New
$0
$20.1 Billion 0.61% of portfolio
198,799
Q3 2024 Added 244.03%
$0
$20.1 Billion 0.61% of portfolio
268,027
Q3 2024 Added 244.01%
$0
$17.1 Billion 0.52% of portfolio
395,438
Q3 2024 New
$0
$17.1 Billion 0.52% of portfolio
668,356
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 723
  • Current Value $3.31 Trillion
  • Prior Value $2.43 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 20 stocks
  • Additional Purchases 513 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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