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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.62B
$515 Million 0.01% of portfolio
15,743
Q4 2024 Added 31.07%
$9.62B
$236 Million 0.01% of portfolio
1,943
Q4 2024 Added 13.89%
$3.96B
$475 Million 0.01% of portfolio
26,641
Q4 2024 New
$2.33B
$237 Million 0.01% of portfolio
11,352
Q1 2024 New
$8.31B
$404 Million 0.01% of portfolio
5,888
Q4 2024 Added 26.68%
$6.43B
$280 Million 0.01% of portfolio
26,730
Q4 2024 Added 30.31%
$8.55B
$324 Million 0.01% of portfolio
4,818
Q4 2024 New
$4.09B
$610 Million 0.01% of portfolio
3,002
Q4 2024 Reduced 0.73%
$9.88B
$441 Million 0.01% of portfolio
6,074
Q4 2024 Added 25.6%
$3.09B
$194 Million 0.0% of portfolio
10,596
Q2 2024 New
$8.49B
$206 Million 0.0% of portfolio
1,672
Q4 2024 New

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
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