Criterion Capital Advisors, LLC 13F Holdings · last filed Q4 2024
Criterion Capital Advisors, LLC reported 348 securities worth $158.85M in its SEC 13F filing for Q4 2024 (period ended 2024-12-31). Top holdings: DFIC (11.94%), GIGB (10.40%), DFAC (5.26%).
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFIC | DIMENSIONAL ETF TRUST | $19.0M | 11.94% | 721,262 | Hold |
| 2 | GIGB | GOLDMAN SACHS ETF TR | $16.5M | 10.40% | 364,958 | Hold |
| 3 | DFAC | DIMENSIONAL ETF TRUST | $8.4M | 5.26% | 259,367 | Hold |
| 4 | AAPL | APPLE INC | $7.2M | 4.54% | 34,213 | Hold |
| 5 | DFAS | DIMENSIONAL ETF TRUST | $6.7M | 4.25% | 112,247 | Hold |
| 6 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.0M | 3.18% | 12,408 | Hold |
| 7 | ORCL | ORACLE CORP | $3.9M | 2.48% | 27,858 | Hold |
| 8 | JPM | JPMORGAN CHASE & CO. | $3.8M | 2.39% | 18,793 | Hold |
| 9 | GOOG | ALPHABET INC | $3.7M | 2.36% | 20,440 | Hold |
| 10 | MSFT | MICROSOFT CORP | $3.6M | 2.28% | 8,106 | Hold |
| 11 | HCA | HCA HEALTHCARE INC | $3.0M | 1.89% | 9,341 | Hold |
| 12 | AMGN | AMGEN INC | $2.8M | 1.76% | 8,967 | Hold |
| 13 | ABBV | ABBVIE INC | $2.8M | 1.74% | 16,108 | Hold |
| 14 | UNH | UNITEDHEALTH GROUP INC | $2.5M | 1.55% | 4,833 | Hold |
| 15 | V | VISA INC | $2.5M | 1.55% | 9,377 | Hold |
| 16 | COST | COSTCO WHSL CORP NEW | $2.5M | 1.54% | 2,887 | Hold |
| 17 | AMZN | AMAZON COM INC | $2.4M | 1.48% | 12,191 | Hold |
| 18 | CMCSA | COMCAST CORP NEW | $2.3M | 1.43% | 57,925 | Hold |
| 19 | CB | CHUBB LIMITED | $2.2M | 1.39% | 8,683 | Hold |
| 20 | RTX | RTX CORPORATION | $2.1M | 1.32% | 20,886 | Hold |
| 21 | LLY | ELI LILLY & CO | $2.0M | 1.25% | 2,201 | Hold |
| 22 | CVX | CHEVRON CORP NEW | $1.9M | 1.22% | 12,422 | Hold |
| 23 | DFLV | DIMENSIONAL ETF TRUST | $1.9M | 1.17% | 64,193 | Hold |
| 24 | EOG | EOG RES INC | $1.8M | 1.15% | 14,544 | Hold |
| 25 | TSCO | TRACTOR SUPPLY CO | $1.8M | 1.15% | 6,762 | Hold |
Source: SEC Form 13F filings · as of 2024-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR