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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.57B
$1.46 Billion 0.03% of portfolio
27,441
Q4 2024 Added 546.28%
$5.16B
$1.12 Billion 0.03% of portfolio
3,620
Q4 2024 Reduced 27.28%
$27.7B
$1.14 Billion 0.03% of portfolio
6,075
Q4 2024 Added 25.59%
$14.9B
$1.36 Billion 0.03% of portfolio
4,145
Q4 2024 Reduced 4.65%
$21.2B
$1.07 Billion 0.03% of portfolio
16,043
Q4 2024 Added 30.29%
$22.2B
$1.1 Billion 0.03% of portfolio
5,374
Q4 2024 Added 30.09%
$19.1B
$1.18 Billion 0.03% of portfolio
42,066
Q4 2024 Added 30.99%
$24.7B
$1.12 Billion 0.03% of portfolio
5,488
Q4 2024 Added 29.28%
$19.9B
$1.31 Billion 0.03% of portfolio
11,334
Q4 2024 Added 28.04%
$38.4B
$1.36 Billion 0.03% of portfolio
6,074
Q4 2024 Added 25.6%
$2.37B
$1.11 Billion 0.03% of portfolio
30,811
Q4 2024 Added 51.2%
$17.6B
$1.16 Billion 0.03% of portfolio
26,469
Q4 2024 Added 30.71%
$23.4B
$1.17 Billion 0.03% of portfolio
36,726
Q4 2024 Added 31.08%
$25.6B
$1.17 Billion 0.03% of portfolio
11,183
Q4 2024 Added 28.54%
$11.2B
$1.46 Billion 0.03% of portfolio
11,610
Q4 2024 Added 46.83%
$14.7B
$1.22 Billion 0.03% of portfolio
36,225
Q4 2024 Added 31.67%
$33.1B
$1.14 Billion 0.03% of portfolio
11,183
Q4 2024 Added 28.54%
$502M
$1.09 Billion 0.03% of portfolio
85,761
Q4 2024 Added 8.72%
$35.3B
$1.32 Billion 0.03% of portfolio
11,183
Q4 2024 Added 28.54%
$18B
$1.33 Billion 0.03% of portfolio
56,755
Q4 2024 Added 31.47%
$36.4B
$1.27 Billion 0.03% of portfolio
5,632
Q4 2024 Added 28.29%
$31.2B
$1.38 Billion 0.03% of portfolio
6,039
Q4 2024 Added 25.79%
$20.6B
$1.18 Billion 0.03% of portfolio
46,299
Q4 2024 Added 31.53%
$16.5B
$1.12 Billion 0.03% of portfolio
20,785
Q4 2024 Added 31.49%
$20.5B
$1.15 Billion 0.03% of portfolio
10,891
Q4 2024 Added 29.56%
$33.5B
$1.45 Billion 0.03% of portfolio
5,697
Q4 2024 Added 27.85%
$19.7B
$1.43 Billion 0.03% of portfolio
88,068
Q4 2024 Added 31.62%
$479M
$1.14 Billion 0.03% of portfolio
90,985
Q4 2024 Reduced 18.37%
$23B
$1.07 Billion 0.03% of portfolio
5,451
Q4 2024 Added 29.54%
$17.2B
$694 Million 0.02% of portfolio
6,081
Q4 2024 Added 25.56%
$726M
$752 Million 0.02% of portfolio
9,120
Q4 2024 New
$15.7B
$688 Million 0.02% of portfolio
11,183
Q4 2024 Added 28.54%
$13.4B
$702 Million 0.02% of portfolio
16,180
Q4 2024 Added 29.95%
$24.5B
$1.06 Billion 0.02% of portfolio
5,664
Q4 2024 Added 28.06%
$15.4B
$730 Million 0.02% of portfolio
11,171
Q4 2024 Added 28.58%
$14.6B
$902 Million 0.02% of portfolio
30,917
Q4 2024 Added 31.27%
$14.9B
$898 Million 0.02% of portfolio
16,292
Q4 2024 Added 29.67%
$18.7B
$987 Million 0.02% of portfolio
21,398
Q4 2024 Added 30.28%
$72.5B
$971 Million 0.02% of portfolio
766
Q4 2024 Reduced 0.65%
$21B
$837 Million 0.02% of portfolio
11,042
Q4 2024 Added 29.03%
$17.7B
$816 Million 0.02% of portfolio
10,892
Q4 2024 Reduced 47.67%
$1.89B
$864 Million 0.02% of portfolio
11,998
Q4 2024 Added 47.74%
$18B
$855 Million 0.02% of portfolio
11,044
Q4 2024 Added 29.02%
$12.1B
$736 Million 0.02% of portfolio
26,509
Q4 2024 Added 30.64%
$14B
$820 Million 0.02% of portfolio
10,717
Q4 2024 Added 30.22%
$17.2B
$928 Million 0.02% of portfolio
5,715
Q4 2024 Added 27.74%
$10B
$1.03 Billion 0.02% of portfolio
933
Q4 2024 New
$18.3B
$950 Million 0.02% of portfolio
16,227
Q4 2024 Added 29.84%
$1.6B
$671 Million 0.02% of portfolio
34,788
Q4 2024 Added 23.05%

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
Track This Portfolio

Track Neos Investment Management LLC Portfolio

Follow Neos Investment Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Neos Investment Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Neos Investment Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email