CRITERION CAPITAL ADVISORS, LLC 13F Holdings

CIK 0001765884 · NASHVILLE, TN

As of Dec 31, 2024, CRITERION CAPITAL ADVISORS, LLC reported 348 positions worth 57.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETFDFIC—721,262 9.0M12.02%
GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETFGIGB—364,958 6.5M10.47%
DIMENSIONAL US CORE EQUITY 2 ETFDFAC—259,367$8.4M5.30%
APPLE INCAAPLTechnology34,213$7.2M4.57%
DIMENSIONAL US SMALL CAP ETFDFAS—112,247$6.7M4.28%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services12,408$5.0M3.20%
ORACLE CORPORCLTechnology27,858$3.9M2.49%
JPMORGAN CHASE & COJPMFinancial Services18,793$3.8M2.41%
ALPHABET INCGOOGEquity20,440$3.7M2.38%
MICROSOFT CORPMSFTTechnology8,106$3.6M2.30%
HCA HEALTHCARE INCHCAHealthcare9,341$3.0M1.90%
AMGEN INCAMGNHealthcare8,967$2.8M1.78%
ABBVIE INCABBVEquity16,108$2.8M1.75%
UNITEDHEALTH GROUP INCUNHHealthcare4,833$2.5M1.56%
VISA INC-CLASS A SHARESVFinancial Services9,377$2.5M1.56%
COSTCO WHOLESALE CORPCOSTConsumer Defensive2,887$2.5M1.56%
AMAZON.COM INCAMZNEquity12,191$2.4M1.49%
COMCAST CORPCMCSACommunication Services57,925$2.3M1.44%
CHUBB LTDCBFinancial Services8,683$2.2M1.40%
RTX CORPRTXEquity20,886$2.1M1.33%
ELI LILLY & COLLYHealthcare2,201$2.0M1.26%
CHEVRON CORPCHVEnergy12,422 .9M1.23%
DIMENSIONAL ETF TRUSTDFLV—64,193 .9M1.18%
EOG RESOURCES INCEOGEnergy14,544 .8M1.16%
TRACTOR SUPPLY COTSCOConsumer Cyclical6,762 .8M1.16%