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Size ($ in 1000's)
At 03/31/2024: $150,037
At 12/31/2023: $137,677
Criterion Capital Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Criterion Capital Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Criterion Capital Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Criterion Capital Advisors LLC.
In the Criterion Capital Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Criterion Capital Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Criterion Capital Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| DIMENSIONAL ETF TRUST (DFIC) |
688,375 |
+48,645 |
$18,414 | | DFIC | 688,375 | +48,645 | $18,414 | | GOLDMAN SACHS ETF TR (GIGB) |
343,597 |
+30,207 |
$15,733 | | GIGB | 343,597 | +30,207 | $15,733 | | DIMENSIONAL ETF TRUST (DFAC) |
202,937 |
+52,819 |
$6,484 | | DFAC | 202,937 | +52,819 | $6,484 | | DIMENSIONAL ETF TRUST (DFAS) |
103,457 |
+6,153 |
$6,450 | | DFAS | 103,457 | +6,153 | $6,450 | | APPLE INC |
34,166 |
+1 |
$5,859 | | AAPL | 34,166 | +1 | $5,859 |  BERKSHIRE HATHAWAY INC DEL |
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$5,218 | | BRK.B | 12,408 | +346 | $5,218 | | JPMORGAN CHASE & CO |
18,835 |
+663 |
$3,773 | | JPM | 18,835 | +663 | $3,773 | | ORACLE CORP |
28,086 |
-2,331 |
$3,528 | | ORCL | 28,086 | -2,331 | $3,528 | | MICROSOFT CORP |
8,061 |
-416 |
$3,391 | | MSFT | 8,061 | -416 | $3,391 | | ALPHABET INC |
20,535 |
-799 |
$3,127 | | GOOG | 20,535 | -799 | $3,127 | | HCA HEALTHCARE INC |
9,334 |
-593 |
$3,113 | | HCA | 9,334 | -593 | $3,113 | | ABBVIE INC |
15,912 |
-650 |
$2,898 | | ABBV | 15,912 | -650 | $2,898 | | VISA INC |
9,398 |
+189 |
$2,623 | | V | 9,398 | +189 | $2,623 | | AMGEN INC |
8,997 |
+132 |
$2,558 | | AMGN | 8,997 | +132 | $2,558 | | COMCAST CORP NEW |
54,051 |
+567 |
$2,343 | | CMCSA | 54,051 | +567 | $2,343 | | UNITEDHEALTH GROUP INC |
4,729 |
+159 |
$2,340 | | UNH | 4,729 | +159 | $2,340 | | AMAZON COM INC |
12,248 |
+854 |
$2,209 | | AMZN | 12,248 | +854 | $2,209 | | CHUBB LIMITED |
8,278 |
-624 |
$2,145 | | CB | 8,278 | -624 | $2,145 | | COSTCO WHSL CORP NEW |
2,904 |
-85 |
$2,127 | | COST | 2,904 | -85 | $2,127 | | RTX CORPORATION |
20,923 |
-376 |
$2,041 | | RTX | 20,923 | -376 | $2,041 | | CHEVRON CORP NEW |
12,364 |
-27 |
$1,950 | | CVX | 12,364 | -27 | $1,950 | | MEDTRONIC PLC |
21,519 |
+3,600 |
$1,875 | | MDT | 21,519 | +3,600 | $1,875 | | EOG RES INC |
14,443 |
+3,421 |
$1,846 | | EOG | 14,443 | +3,421 | $1,846 | | NORTHROP GRUMMAN CORP |
3,800 |
+18 |
$1,819 | | NOC | 3,800 | +18 | $1,819 | | DOLLAR GEN CORP NEW |
11,578 |
+2,388 |
$1,807 | | DG | 11,578 | +2,388 | $1,807 | | TRACTOR SUPPLY CO |
6,770 |
+27 |
$1,772 | | TSCO | 6,770 | +27 | $1,772 | | ELI LILLY & CO |
2,229 |
-68 |
$1,734 | | LLY | 2,229 | -68 | $1,734 | | DIMENSIONAL ETF TRUST (DFLV) |
56,170 |
+6,955 |
$1,685 | | DFLV | 56,170 | +6,955 | $1,685 | | ISHARES TR (EFA) |
20,253 |
-102 |
$1,617 | | EFA | 20,253 | -102 | $1,617 | | CITIGROUP INC |
25,398 |
+4,567 |
$1,606 | | C | 25,398 | +4,567 | $1,606 | | TEXAS INSTRS INC |
8,471 |
+1,224 |
$1,476 | | TXN | 8,471 | +1,224 | $1,476 | | REGIONS FINANCIAL CORP NEW |
70,057 |
+6 |
$1,474 | | RF | 70,057 | +6 | $1,474 | | CAPITAL GROUP GBL GROWTH EQT |
47,645 |
-1,415 |
$1,372 | | CGGO | 47,645 | -1,415 | $1,372 | | ISHARES TR (IVV) |
2,599 |
-3 |
$1,366 | | IVV | 2,599 | -3 | $1,366 | | WASTE CONNECTIONS INC |
6,813 |
+2,052 |
$1,172 | | WCN | 6,813 | +2,052 | $1,172 | | NOVO NORDISK A S |
8,762 |
+1,654 |
$1,125 | | NVO | 8,762 | +1,654 | $1,125 | | CSX CORP |
29,010 |
+4,178 |
$1,075 | | CSX | 29,010 | +4,178 | $1,075 | | INVESCO EXCHANGE TRADED FD T (RSP) |
5,914 |
+21 |
$1,002 | | RSP | 5,914 | +21 | $1,002 | | MARSH & MCLENNAN COS INC |
4,663 |
-117 |
$961 | | MMC | 4,663 | -117 | $961 | | ISHARES TR (ACWI) |
7,300 |
UNCH |
$804 | | ACWI | 7,300 | UNCH | $804 | | AON PLC |
2,343 |
-14 |
$782 | | AON | 2,343 | -14 | $782 | | ALPHABET INC |
5,075 |
-92 |
$766 | | GOOGL | 5,075 | -92 | $766 | | DANAHER CORPORATION |
3,044 |
+70 |
$760 | | DHR | 3,044 | +70 | $760 | | MONDELEZ INTL INC |
10,752 |
-88 |
$753 | | MDLZ | 10,752 | -88 | $753 | | SPDR S&P 500 ETF TR (SPY) |
1,405 |
-38 |
$735 | | SPY | 1,405 | -38 | $735 | | DIMENSIONAL ETF TRUST (DFEM) |
27,873 |
+5,745 |
$710 | | DFEM | 27,873 | +5,745 | $710 | | THERMO FISHER SCIENTIFIC INC |
1,184 |
+330 |
$688 | | TMO | 1,184 | +330 | $688 | | SPDR SER TR (QUS) |
4,568 |
+100 |
$665 | | QUS | 4,568 | +100 | $665 | | ISHARES TR (IGSB) |
11,970 |
-188 |
$614 | | IGSB | 11,970 | -188 | $614 | | SHELL PLC |
8,900 |
UNCH |
$597 | | SHEL | 8,900 | UNCH | $597 |
See Full List: All Stocks Held By Criterion Capital Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Criterion Capital Advisors LLC
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