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
$238B
$642 Million 0.4% of portfolio
8,900
Q4 2023 New
$0
$567 Million 0.36% of portfolio
11,070
Q2 2024 Reduced 7.52%
$183B
$537 Million 0.34% of portfolio
1,188
Q1 2024 Added 26.65%
$0
$525 Million 0.33% of portfolio
9,108
Q2 2024 Reduced 5.25%
$0
$498 Million 0.31% of portfolio
1,365
Q1 2024 Added 6.23%
$455B
$447 Million 0.28% of portfolio
3,879
Q2 2024 Added 11.11%
$92.7B
$437 Million 0.28% of portfolio
5,802
Q2 2024 Added 1.19%
$0
$416 Million 0.26% of portfolio
8,408
Q1 2024 Added 8.39%
$0
$410 Million 0.26% of portfolio
8,637
Q2 2024 Reduced 4.58%
$0
$371 Million 0.23% of portfolio
8,211
Q2 2024 Reduced 1.97%
$0
$346 Million 0.22% of portfolio
5,620
Q1 2024 Added 3.84%
$0
$333 Million 0.21% of portfolio
1,949
Q2 2024 Added 78.15%
$0
$316 Million 0.2% of portfolio
659
Q2 2024 Added 0.15%
$0
$298 Million 0.19% of portfolio
1,980
Q2 2024 New
$93.3B
$282 Million 0.18% of portfolio
1,310
Q1 2024 Added 3.07%
$0
$280 Million 0.18% of portfolio
4,792
Q2 2024 Reduced 10.8%
$77.2B
$235 Million 0.15% of portfolio
990
Q4 2023 New
$48.3B
$232 Million 0.15% of portfolio
1,478
Q1 2024 Reduced 30.38%
$373B
$236 Million 0.15% of portfolio
686
Q1 2024 Reduced 27.87%
$0
$230 Million 0.14% of portfolio
1,929
Q2 2024 Reduced 10.32%
$0
$219 Million 0.14% of portfolio
4,135
Q2 2024 Reduced 12.04%
$0
$212 Million 0.13% of portfolio
5,660
Q1 2024 Reduced 5.67%
$0
$214 Million 0.13% of portfolio
4,549
Q2 2024 Added 142.48%
$0
$206 Million 0.13% of portfolio
2,012
Q2 2024 Added 9.95%
$0
$208 Million 0.13% of portfolio
1,915
Q2 2024 Added 0.21%
$4.32B
$211 Million 0.13% of portfolio
3,500
Q4 2023 New
$426B
$192 Million 0.12% of portfolio
1,317
Q2 2024 Reduced 7.06%
$248B
$188 Million 0.12% of portfolio
3,966
Q1 2024 Reduced 0.9%
$180B
$179 Million 0.11% of portfolio
1,798
Q1 2024 Reduced 2.65%
$0
$174 Million 0.11% of portfolio
3,155
Q4 2023 New
$0
$160 Million 0.1% of portfolio
1,726
Q2 2024 New
$61.9B
$144 Million 0.09% of portfolio
3,618
Q2 2024 Added 0.7%
$0
$129 Million 0.08% of portfolio
707
Q2 2024 Added 20.03%
$48.9B
$127 Million 0.08% of portfolio
141
Q4 2023 New
$0
$126 Million 0.08% of portfolio
3,377
Q2 2024 Reduced 13.23%
-
$123 Million 0.08% of portfolio
-
Q2 2024 Added 0.51%
$0
$110 Million 0.07% of portfolio
861
Q4 2023 New
$59.6B
$104 Million 0.07% of portfolio
735
Q1 2024 Reduced 0.14%
$142B
$116 Million 0.07% of portfolio
524
Q1 2024 Reduced 2.06%
$0
$111 Million 0.07% of portfolio
1,207
Q2 2024 Reduced 1.95%
$0
$104 Million 0.07% of portfolio
691
Q2 2024 Added 25.18%
$12.6B
$111 Million 0.07% of portfolio
540
Q2 2024 Reduced 2.7%
$138B
$117 Million 0.07% of portfolio
1,515
Q4 2023 New
$0
$98.5 Million 0.06% of portfolio
1,665
Q2 2024 Added 147.77%
$0
$88.5 Million 0.06% of portfolio
1,635
Q4 2023 New
$0
$91.3 Million 0.06% of portfolio
500
Q4 2023 New
$94.6B
$101 Million 0.06% of portfolio
557
Q4 2023 New
$228B
$89.5 Million 0.06% of portfolio
861
Q1 2024 Reduced 14.84%
$0
$76.5 Million 0.05% of portfolio
910
Q4 2023 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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