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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$701M
$243 Million 0.15% of portfolio
11,176
Q2 2024 Reduced 21.16%
$860M
$44.2 Million 0.03% of portfolio
2,984
Q4 2023 New
$1.59B
$9.4 Million 0.01% of portfolio
150
Q2 2024 Added 4,900.0%
$485M
$167,000 0.0% of portfolio
7
Q2 2024 New
$748M
$140,000 0.0% of portfolio
60
Q4 2023 New
$1.1B
$1.77 Million 0.0% of portfolio
42
Q1 2024 Reduced 49.4%
$1.21B
$4.7 Million 0.0% of portfolio
133
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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