CRITERION CAPITAL ADVISORS, LLC current holdings: USA Stocks
CRITERION CAPITAL ADVISORS, LLC reported $0.08 billion in share positions in stocks (listed in the US), 256 positions, in its Form 13F for the quarter ended 2024-12-31; the largest are AAPL, BRKB, ORCL.
- AAPL: Country of operation United States; Class COM; Shares 34,213; Value $7,205,881.
- BRKB: Country of operation —; Class CL B NEW; Shares 12,408; Value $5,047,575.
- ORCL: Country of operation United States; Class COM; Shares 27,858; Value $3,933,587.
- JPM: Country of operation United States; Class COM; Shares 18,793; Value $3,801,150.
Form 13F-HR as filed (SEC CIK 1765884): quarter ended 2024-12-31, filed 2025-02-10. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| AAPL APPLE INC | United States | COM | 34,213 | $7,205,881 | 8.30% | 2024-12-31 | 2025-02-10 | |
| BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 12,408 | $5,047,575 | 5.82% | 2024-12-31 | 2025-02-10 | ||
| ORCL ORACLE CORP | United States | COM | 27,858 | $3,933,587 | 4.53% | 2024-12-31 | 2025-02-10 | -17.31% |
| JPM JPMORGAN CHASE & CO. | United States | COM | 18,793 | $3,801,150 | 4.38% | 2024-12-31 | 2025-02-10 | +39.74% |
| GOOG ALPHABET INC | United States | CAP STK CL C | 20,440 | $3,749,070 | 4.32% | 2024-12-31 | 2025-02-10 | +77.13% |
| MSFT MICROSOFT CORP | United States | COM | 8,106 | $3,622,968 | 4.17% | 2024-12-31 | 2025-02-10 | +20.75% |
| HCA HCA HEALTHCARE INC | United States | COM | 9,341 | $3,001,030 | 3.46% | 2024-12-31 | 2025-02-10 | +43.80% |
| AMGN AMGEN INC | United States | COM | 8,967 | $2,801,677 | 3.23% | 2024-12-31 | 2025-02-10 | +62.54% |
| ABBV ABBVIE INC | United States | COM | 16,108 | $2,762,779 | 3.18% | 2024-12-31 | 2025-02-10 | +48.17% |
| UNH UNITEDHEALTH GROUP INC | United States | COM | 4,833 | $2,461,417 | 2.84% | 2024-12-31 | 2025-02-10 | -25.88% |
| V VISA INC | United States | COM CL A | 9,377 | $2,461,125 | 2.84% | 2024-12-31 | 2025-02-10 | +15.77% |
| COST COSTCO WHSL CORP NEW | United States | COM | 2,887 | $2,453,665 | 2.83% | 2024-12-31 | 2025-02-10 | +0.91% |
| AMZN AMAZON COM INC | United States | COM | 12,191 | $2,355,850 | 2.71% | 2024-12-31 | 2025-02-10 | +12.43% |
| CMCSA COMCAST CORP NEW | United States | CL A | 57,925 | $2,268,332 | 2.61% | 2024-12-31 | 2025-02-10 | -38.58% |
| CB CHUBB LIMITED | COM | 8,683 | $2,214,823 | 2.55% | 2024-12-31 | 2025-02-10 | +20.19% | |
| RTX RTX CORPORATION | United States | COM | 20,886 | $2,096,710 | 2.42% | 2024-12-31 | 2025-02-10 | +61.55% |
| LLY ELI LILLY & CO | United States | COM | 2,201 | $1,993,060 | 2.30% | 2024-12-31 | 2025-02-10 | +53.45% |
| CVX CHEVRON CORP NEW | United States | COM | 12,422 | $1,943,051 | 2.24% | 2024-12-31 | 2025-02-10 | +41.11% |
| EOG EOG RES INC | United States | COM | 14,544 | $1,830,694 | 2.11% | 2024-12-31 | 2025-02-10 | +13.93% |
| TSCO TRACTOR SUPPLY CO | United States | COM | 6,762 | $1,825,788 | 2.10% | 2024-12-31 | 2025-02-10 | -40.61% |
| NOC NORTHROP GRUMMAN CORP | United States | COM | 3,942 | $1,718,322 | 1.98% | 2024-12-31 | 2025-02-10 | +7.53% |
| MDT MEDTRONIC PLC | Ireland | SHS | 21,758 | $1,712,547 | 1.97% | 2024-12-31 | 2025-02-10 | +9.03% |
| TXN TEXAS INSTRS INC | United States | COM | 8,471 | $1,647,951 | 1.90% | 2024-12-31 | 2025-02-10 | +50.23% |
| C CITIGROUP INC | United States | COM NEW | 25,408 | $1,612,414 | 1.86% | 2024-12-31 | 2025-02-10 | +85.82% |
| DG DOLLAR GEN CORP NEW | United States | COM | 11,619 | $1,536,339 | 1.77% | 2024-12-31 | 2025-02-10 | +61.75% |
| RF REGIONS FINANCIAL CORP NEW | United States | COM | 70,062 | $1,404,035 | 1.62% | 2024-12-31 | 2025-02-10 | +14.33% |
| WCN WASTE CONNECTIONS INC | COM | 6,956 | $1,219,769 | 1.41% | 2024-12-31 | 2025-02-10 | -9.34% | |
| MRSH MARSH & MCLENNAN COS INC | United States | COM | 4,735 | $997,730 | 1.15% | 2024-12-31 | 2025-02-10 | -19.77% |
| GOOGL ALPHABET INC | United States | CAP STK CL A | 5,075 | $924,412 | 1.07% | 2024-12-31 | 2025-02-10 | +80.10% |
| CSX CSX CORP | United States | COM | 27,389 | $916,162 | 1.06% | 2024-12-31 | 2025-02-10 | +45.43% |
| DHR DANAHER CORPORATION | United States | COM | 3,178 | $794,066 | 0.91% | 2024-12-31 | 2025-02-10 | -1.50% |
| AON AON PLC | Ireland | SHS CL A | 2,462 | $722,736 | 0.83% | 2024-12-31 | 2025-02-10 | -23.18% |
| MDLZ MONDELEZ INTL INC | United States | CL A | 10,626 | $695,377 | 0.80% | 2024-12-31 | 2025-02-10 | -0.69% |
| TMO THERMO FISHER SCIENTIFIC INC | United States | COM | 1,186 | $655,837 | 0.76% | 2024-12-31 | 2025-02-10 | +30.64% |
| GS GOLDMAN SACHS GROUP INC | United States | COM | 1,188 | $537,275 | 0.62% | 2024-12-31 | 2025-02-10 | +60.01% |
| XOMXXXX EXXON MOBIL CORP | COM | 3,879 | $446,544 | 0.51% | 2024-12-31 | 2025-02-10 | ||
| NKE NIKE INC | United States | CL B | 5,802 | $437,287 | 0.50% | 2024-12-31 | 2025-02-10 | -52.64% |
| GLD SPDR GOLD TR | United States | GOLD SHS | 1,310 | $281,581 | 0.32% | 2024-12-31 | 2025-02-10 | +58.13% |
| BFST BUSINESS FIRST BANCSHARES IN | United States | COM | 11,176 | $243,190 | 0.28% | 2024-12-31 | 2025-02-10 | +18.33% |
| HD HOME DEPOT INC | United States | COM | 686 | $236,159 | 0.27% | 2024-12-31 | 2025-02-10 | -25.95% |
| ITW ILLINOIS TOOL WKS INC | United States | COM | 990 | $234,594 | 0.27% | 2024-12-31 | 2025-02-10 | +5.33% |
| VLO VALERO ENERGY CORP | United States | COM | 1,478 | $231,680 | 0.27% | 2024-12-31 | 2025-02-10 | +216.27% |
| QTWO Q2 HLDGS INC | United States | COM | 3,500 | $211,155 | 0.24% | 2024-12-31 | 2025-02-10 | -45.24% |
| JNJ JOHNSON & JOHNSON | United States | COM | 1,317 | $192,493 | 0.22% | 2024-12-31 | 2025-02-10 | +85.02% |
| CSCO CISCO SYS INC | United States | COM | 3,966 | $188,424 | 0.22% | 2024-12-31 | 2025-02-10 | +80.64% |
| DIS DISNEY WALT CO | United States | COM | 1,798 | $178,509 | 0.21% | 2024-12-31 | 2025-02-10 | -5.33% |
| USB US BANCORP DEL | United States | COM NEW | 3,618 | $143,633 | 0.17% | 2024-12-31 | 2025-02-10 | +21.56% |
| GWW GRAINGER W W INC | United States | COM | 141 | $126,796 | 0.15% | 2024-12-31 | 2025-02-10 | +18.46% |
| BSX BOSTON SCIENTIFIC CORP | United States | COM | 1,515 | $116,671 | 0.13% | 2024-12-31 | 2025-02-10 | -50.87% |
| LOW LOWES COS INC | United States | COM | 524 | $115,522 | 0.13% | 2024-12-31 | 2025-02-10 | -24.12% |
| RGA REINSURANCE GRP OF AMERICA I | United States | COM NEW | 540 | $110,846 | 0.13% | 2024-12-31 | 2025-02-10 | +18.40% |
| PSX PHILLIPS 66 | United States | COM | 735 | $103,814 | 0.12% | 2024-12-31 | 2025-02-10 | +121.41% |
| BA BOEING CO | United States | COM | 557 | $101,425 | 0.12% | 2024-12-31 | 2025-02-10 | +6.03% |
| ABT ABBOTT LABS | United States | COM | 861 | $89,516 | 0.10% | 2024-12-31 | 2025-02-10 | -10.75% |
| PRU PRUDENTIAL FINL INC | United States | COM | 723 | $84,729 | 0.10% | 2024-12-31 | 2025-02-10 | -2.93% |
| WMT WALMART INC | United States | COM | 1,212 | $82,065 | 0.09% | 2024-12-31 | 2025-02-10 | +18.21% |
| ADI ANALOG DEVICES INC | United States | COM | 331 | $75,555 | 0.09% | 2024-12-31 | 2025-02-10 | +87.43% |
| AXP AMERICAN EXPRESS CO | United States | COM | 320 | $74,096 | 0.09% | 2024-12-31 | 2025-02-10 | +2.90% |
| RNST RENASANT CORP | United States | COM | 2,323 | $70,945 | 0.08% | 2024-12-31 | 2025-02-10 | +10.04% |
| TRMB TRIMBLE INC | United States | COM | 1,251 | $69,956 | 0.08% | 2024-12-31 | 2025-02-10 | -18.85% |
| MRK MERCK & CO INC | United States | COM | 562 | $69,576 | 0.08% | 2024-12-31 | 2025-02-10 | +50.06% |
| AMD ADVANCED MICRO DEVICES INC | United States | COM | 428 | $69,426 | 0.08% | 2024-12-31 | 2025-02-10 | +403.00% |
| CBOE CBOE GLOBAL MKTS INC | United States | COM | 404 | $68,705 | 0.08% | 2024-12-31 | 2025-02-10 | +33.96% |
| SYK STRYKER CORPORATION | United States | COM | 200 | $68,050 | 0.08% | 2024-12-31 | 2025-02-10 | -22.57% |
| WRB BERKLEY W R CORP | United States | COM | 845 | $66,401 | 0.08% | 2024-12-31 | 2025-02-10 | +16.58% |
| KMB KIMBERLY-CLARK CORP | United States | COM | 470 | $64,954 | 0.07% | 2024-12-31 | 2025-02-10 | -24.46% |
| ETN EATON CORP PLC | SHS | 207 | $64,905 | 0.07% | 2024-12-31 | 2025-02-10 | +30.55% | |
| APD AIR PRODS & CHEMS INC | United States | COM | 239 | $61,674 | 0.07% | 2024-12-31 | 2025-02-10 | -3.74% |
| PM PHILIP MORRIS INTL INC | United States | COM | 600 | $60,798 | 0.07% | 2024-12-31 | 2025-02-10 | +61.11% |
| FIS FIDELITY NATL INFORMATION SV | United States | COM | 804 | $60,590 | 0.07% | 2024-12-31 | 2025-02-10 | -58.71% |
| NSC NORFOLK SOUTHN CORP | United States | COM | 282 | $60,543 | 0.07% | 2024-12-31 | 2025-02-10 | +33.36% |
| SJM SMUCKER J M CO | United States | COM NEW | 540 | $58,882 | 0.07% | 2024-12-31 | 2025-02-10 | +9.61% |
| SCHW SCHWAB CHARLES CORP | United States | COM | 798 | $58,805 | 0.07% | 2024-12-31 | 2025-02-10 | +33.90% |
| PGR PROGRESSIVE CORP | United States | COM | 275 | $57,121 | 0.07% | 2024-12-31 | 2025-02-10 | -12.14% |
| META META PLATFORMS INC | United States | CL A | 108 | $54,456 | 0.06% | 2024-12-31 | 2025-02-10 | +26.18% |
| MCD MCDONALDS CORP | United States | COM | 205 | $52,243 | 0.06% | 2024-12-31 | 2025-02-10 | -19.29% |
| SBUX STARBUCKS CORP | United States | COM | 667 | $51,954 | 0.06% | 2024-12-31 | 2025-02-10 | +4.58% |
| TRN TRINITY INDS INC | United States | COM | 1,660 | $49,668 | 0.06% | 2024-12-31 | 2025-02-10 | -23.90% |
| TSLA TESLA INC | United States | COM | 251 | $49,589 | 0.06% | 2024-12-31 | 2025-02-10 | -12.63% |
| ATO ATMOS ENERGY CORP | United States | COM | 403 | $46,962 | 0.05% | 2024-12-31 | 2025-02-10 | +13.16% |
| NVR NVR INC | United States | COM | 6 | $45,532 | 0.05% | 2024-12-31 | 2025-02-10 | -23.77% |
| NVDA NVIDIA CORPORATION | United States | COM | 359 | $44,389 | 0.05% | 2024-12-31 | 2025-02-10 | +69.19% |
| OSBC OLD SECOND BANCORP INC ILL | United States | COM | 2,984 | $44,194 | 0.05% | 2024-12-31 | 2025-02-10 | +38.64% |
| REGN REGENERON PHARMACEUTICALS | United States | COM | 42 | $44,144 | 0.05% | 2024-12-31 | 2025-02-10 | +5.36% |
| LMT LOCKHEED MARTIN CORP | United States | COM | 91 | $42,507 | 0.05% | 2024-12-31 | 2025-02-10 | +5.41% |
| PFE PFIZER INC | United States | COM | 1,504 | $42,075 | 0.05% | 2024-12-31 | 2025-02-10 | +8.25% |
| TFC TRUIST FINL CORP | United States | COM | 1,024 | $39,783 | 0.05% | 2024-12-31 | 2025-02-10 | +7.05% |
| KEY KEYCORP | United States | COM | 2,705 | $38,442 | 0.04% | 2024-12-31 | 2025-02-10 | +17.39% |
| PAYX PAYCHEX INC | United States | COM | 324 | $38,414 | 0.04% | 2024-12-31 | 2025-02-10 | -29.18% |
| CCI CROWN CASTLE INC | United States | COM | 390 | $38,136 | 0.04% | 2024-12-31 | 2025-02-10 | -26.10% |
| BAC BANK AMERICA CORP | United States | COM | 958 | $38,100 | 0.04% | 2024-12-31 | 2025-02-10 | +25.05% |
| PEP PEPSICO INC | United States | COM | 228 | $37,605 | 0.04% | 2024-12-31 | 2025-02-10 | -15.37% |
| PG PROCTER AND GAMBLE CO | United States | COM | 228 | $37,602 | 0.04% | 2024-12-31 | 2025-02-10 | -11.53% |
| PNC PNC FINL SVCS GROUP INC | United States | COM | 232 | $36,072 | 0.04% | 2024-12-31 | 2025-02-10 | +14.93% |
| LEN LENNAR CORP | United States | CL A | 240 | $35,969 | 0.04% | 2024-12-31 | 2025-02-10 | -37.12% |
| OXY OCCIDENTAL PETE CORP | United States | COM | 570 | $35,928 | 0.04% | 2024-12-31 | 2025-02-10 | +11.19% |
| AFL AFLAC INC | United States | COM | 400 | $35,724 | 0.04% | 2024-12-31 | 2025-02-10 | +9.88% |
| PYPL PAYPAL HLDGS INC | United States | COM | 600 | $34,818 | 0.04% | 2024-12-31 | 2025-02-10 | -36.86% |
| FAST FASTENAL CO | United States | COM | 551 | $34,625 | 0.04% | 2024-12-31 | 2025-02-10 | +38.93% |
| UPS UNITED PARCEL SERVICE INC | United States | CL B | 253 | $34,624 | 0.04% | 2024-12-31 | 2025-02-10 | -25.51% |
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|---|---|---|---|
| Not available yet | |||