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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$40.7B
$2.08 Billion 0.05% of portfolio
5,963
Q4 2024 Added 26.23%
$36.3B
$1.93 Billion 0.05% of portfolio
31,186
Q4 2024 Added 31.48%
$35.8B
$1.6 Billion 0.04% of portfolio
20,701
Q4 2024 Added 31.67%
$50.7B
$1.82 Billion 0.04% of portfolio
6,074
Q4 2024 Added 25.6%
$35.3B
$1.84 Billion 0.04% of portfolio
37,156
Q4 2024 Added 30.6%
$29.7B
$1.58 Billion 0.04% of portfolio
16,273
Q4 2024 Added 29.72%
$8.07B
$1.58 Billion 0.04% of portfolio
9,580
Q4 2024 Reduced 34.43%
$21.5B
$1.61 Billion 0.04% of portfolio
16,530
Q4 2024 Added 29.1%
$21.2B
$1.67 Billion 0.04% of portfolio
25,622
Q4 2024 Added 31.38%
$27B
$1.53 Billion 0.04% of portfolio
11,183
Q4 2024 Added 28.54%
$35.5B
$1.7 Billion 0.04% of portfolio
5,429
Q4 2024 Added 29.69%
$30.4B
$1.82 Billion 0.04% of portfolio
62,265
Q4 2024 Added 31.55%
$29B
$1.64 Billion 0.04% of portfolio
10,601
Q4 2024 Added 30.67%
$28.5B
$1.66 Billion 0.04% of portfolio
9,209
Q4 2024 Added 15.53%
$34.2B
$1.53 Billion 0.04% of portfolio
16,292
Q4 2024 Added 29.67%
$11.8B
$1.9 Billion 0.04% of portfolio
14,239
Q4 2024 Reduced 35.46%
$23.4B
$1.56 Billion 0.04% of portfolio
20,866
Q4 2024 Added 31.32%
$1.37B
$1.91 Billion 0.04% of portfolio
31,601
Q4 2024 Added 30.92%
$570M
$1.49 Billion 0.04% of portfolio
127,826
Q4 2024 Reduced 18.17%
$25.5B
$1.59 Billion 0.04% of portfolio
31,380
Q4 2024 Added 31.21%
$16.8B
$1.66 Billion 0.04% of portfolio
21,864
Q4 2024 Added 158.84%
$21.8B
$1.7 Billion 0.04% of portfolio
21,311
Q4 2024 Added 30.45%
$11.5B
$1.64 Billion 0.04% of portfolio
49,256
Q4 2024 Added 21.37%
$20.3B
$1.67 Billion 0.04% of portfolio
41,717
Q4 2024 Added 31.34%
$12.7B
$1.64 Billion 0.04% of portfolio
78,683
Q4 2024 Added 91.21%
$18.2B
$1.67 Billion 0.04% of portfolio
38,950
Q4 2024 Added 20.35%
$23.6B
$1.75 Billion 0.04% of portfolio
15,598
Q4 2024 Added 31.46%
$37.4B
$1.77 Billion 0.04% of portfolio
16,169
Q4 2024 Added 29.98%
$39.8B
$1.85 Billion 0.04% of portfolio
20,786
Q4 2024 Added 31.49%
$18.4B
$1.63 Billion 0.04% of portfolio
10,926
Q4 2024 Added 29.44%
$18.4B
$1.66 Billion 0.04% of portfolio
77,707
Q4 2024 Added 31.62%
$48.8B
$1.72 Billion 0.04% of portfolio
863
Q4 2024 Added 36.33%
$19.8B
$1.61 Billion 0.04% of portfolio
64,583
Q4 2024 Added 29.81%
$23.7B
$1.75 Billion 0.04% of portfolio
41,430
Q4 2024 Added 31.63%
$4.93B
$1.49 Billion 0.04% of portfolio
17,103
Q4 2024 Reduced 4.64%
$24.5B
$1.68 Billion 0.04% of portfolio
16,027
Q4 2024 Added 30.33%
$35.7B
$1.9 Billion 0.04% of portfolio
31,378
Q4 2024 Added 31.22%
$22.1B
$1.77 Billion 0.04% of portfolio
15,317
Q4 2024 New
$17.7B
$1.66 Billion 0.04% of portfolio
6,350
Q4 2024 Reduced 44.28%
$14.7B
$1.08 Billion 0.03% of portfolio
15,336
Q4 2024 Added 31.02%
$21.7B
$1.2 Billion 0.03% of portfolio
10,985
Q4 2024 Added 29.24%
$20.2B
$1.25 Billion 0.03% of portfolio
11,090
Q4 2024 Added 28.86%
$23B
$1.11 Billion 0.03% of portfolio
5,939
Q4 2024 Added 26.36%
$26.8B
$1.37 Billion 0.03% of portfolio
6,946
Q4 2024 Added 21.56%
$10.5B
$1.07 Billion 0.03% of portfolio
25,765
Q4 2024 Reduced 39.95%
$31.5B
$1.15 Billion 0.03% of portfolio
6,075
Q4 2024 Added 25.59%
Mineralys Therapeutics Inc
-
$1.1 Billion 0.03% of portfolio
-
Q4 2024 Reduced 27.51%
$4.62B
$1.1 Billion 0.03% of portfolio
36,120
Q4 2024 Added 10.91%
$19.3B
$1.42 Billion 0.03% of portfolio
52,051
Q4 2024 Added 31.42%

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