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
$0
$19 Billion 11.94% of portfolio
721,262
Q2 2024 Added 4.78%
-
$16.5 Billion 10.4% of portfolio
-
Q2 2024 Added 6.22%
$0
$8.36 Billion 5.26% of portfolio
259,367
Q2 2024 Added 27.81%
$3.81T
$7.21 Billion 4.54% of portfolio
34,213
Q2 2024 Added 0.14%
$0
$6.74 Billion 4.25% of portfolio
112,247
Q2 2024 Added 8.5%
$614B
$5.05 Billion 3.18% of portfolio
12,408
Q1 2024 Added 2.87%
$464B
$3.93 Billion 2.48% of portfolio
27,858
Q2 2024 Reduced 0.81%
$808B
$3.8 Billion 2.39% of portfolio
18,793
Q2 2024 Reduced 0.22%
$1.13T
$3.75 Billion 2.36% of portfolio
20,440
Q2 2024 Reduced 0.46%
$3.05T
$3.62 Billion 2.28% of portfolio
8,106
Q2 2024 Added 0.56%
$89.7B
$3 Billion 1.89% of portfolio
9,341
Q2 2024 Added 0.07%
$158B
$2.8 Billion 1.76% of portfolio
8,967
Q2 2024 Reduced 0.33%
$341B
$2.76 Billion 1.74% of portfolio
16,108
Q2 2024 Added 1.23%
$575B
$2.46 Billion 1.55% of portfolio
9,377
Q2 2024 Reduced 0.22%
$493B
$2.46 Billion 1.55% of portfolio
4,833
Q2 2024 Added 2.2%
$471B
$2.45 Billion 1.54% of portfolio
2,887
Q2 2024 Reduced 0.59%
$154B
$2.27 Billion 1.43% of portfolio
57,925
Q2 2024 Added 7.17%
$110B
$2.21 Billion 1.39% of portfolio
8,683
Q2 2024 Added 4.89%
$186B
$2.1 Billion 1.32% of portfolio
20,886
Q2 2024 Reduced 0.18%
$829B
$1.99 Billion 1.25% of portfolio
2,201
Q2 2024 Reduced 1.26%
$303B
$1.94 Billion 1.22% of portfolio
12,422
Q2 2024 Added 0.47%
Dimensional ETF Trust
-
$1.86 Billion 1.17% of portfolio
-
Q2 2024 Added 14.28%
$75.5B
$1.83 Billion 1.15% of portfolio
14,544
Q2 2024 Added 0.7%
$6.2B
$1.83 Billion 1.15% of portfolio
6,762
Q2 2024 Reduced 0.12%
$72.5B
$1.72 Billion 1.08% of portfolio
3,942
Q2 2024 Added 3.74%
$121B
$1.71 Billion 1.08% of portfolio
21,758
Q2 2024 Added 1.11%
$177B
$1.65 Billion 1.04% of portfolio
8,471
Q1 2024 Added 16.89%
$157B
$1.61 Billion 1.02% of portfolio
25,408
Q2 2024 Added 0.04%
$0
$1.59 Billion 1.0% of portfolio
20,259
Q2 2024 Added 0.03%
$16.6B
$1.54 Billion 0.97% of portfolio
11,619
Q2 2024 Added 0.35%
$0
$1.41 Billion 0.89% of portfolio
52,880
Q2 2024 Added 89.72%
$0
$1.41 Billion 0.88% of portfolio
47,730
Q2 2024 Added 0.18%
$22.4B
$1.4 Billion 0.88% of portfolio
70,062
Q2 2024 Added 0.01%
$0
$1.3 Billion 0.82% of portfolio
2,388
Q2 2024 Added 69.96%
$0
$1.29 Billion 0.81% of portfolio
2,351
Q2 2024 Reduced 9.54%
$185B
$1.25 Billion 0.79% of portfolio
8,762
Q1 2024 Added 23.27%
$48.9B
$1.22 Billion 0.77% of portfolio
6,956
Q2 2024 Added 2.1%
$114B
$998 Million 0.63% of portfolio
4,735
Q2 2024 Added 1.54%
$0
$975 Million 0.61% of portfolio
5,935
Q2 2024 Added 0.36%
$0
$974 Million 0.61% of portfolio
10,682
Q2 2024 Added 119.84%
$1.1T
$924 Million 0.58% of portfolio
5,075
Q1 2024 Reduced 1.78%
$69.2B
$916 Million 0.58% of portfolio
27,389
Q2 2024 Reduced 5.59%
$0
$821 Million 0.52% of portfolio
7,300
Q4 2023 New
$147B
$794 Million 0.5% of portfolio
3,178
Q2 2024 Added 4.4%
$0
$774 Million 0.49% of portfolio
6,529
Q2 2024 Added 1,394.05%
$80B
$723 Million 0.45% of portfolio
2,462
Q2 2024 Added 5.08%
$83.1B
$695 Million 0.44% of portfolio
10,626
Q2 2024 Reduced 1.17%
$211B
$656 Million 0.41% of portfolio
1,186
Q2 2024 Added 0.17%
$0
$646 Million 0.41% of portfolio
4,378
Q2 2024 Reduced 4.16%

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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