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CRITERION CAPITAL ADVISORS, LLC Historic Quarter Change: USA Stocks, Added

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CRITERION CAPITAL ADVISORS, LLC historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 4 quarters from 2023-12-31 to 2024-12-31, CRITERION CAPITAL ADVISORS, LLC opened 23 positions, added to 71, reduced 120 and sold out of 29.

  • Q2 2024: Stock AAPL; Country of operation United States; Class COM; Shares before 34,166.
  • Q2 2024: Stock DG; Country of operation United States; Class COM; Shares before 11,578.
  • Q2 2024: Stock MSFT; Country of operation United States; Class COM; Shares before 8,061.
  • Q2 2024: Stock MDT; Country of operation Ireland; Class SHS; Shares before 21,519.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1765884), 4 quarters: Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-21); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-31); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2024AAPL
APPLE INC		United StatesCOM34,16634,213+47$5,858,741$7,205,881+$1,347,1402024-07-31
Q2 2024DG
DOLLAR GEN CORP NEW		United StatesCOM11,57811,619+41$1,806,806$1,536,339-$270,4672024-07-31
Q2 2024MSFT
MICROSOFT CORP		United StatesCOM8,0618,106+45$3,391,313$3,622,968+$231,6552024-07-31
Q2 2024MDT
MEDTRONIC PLC		IrelandSHS21,51921,758+239$1,875,382$1,712,547-$162,8352024-07-31
Q2 2024ABBV
ABBVIE INC		United StatesCOM15,91216,108+196$2,897,614$2,762,779-$134,8352024-07-31
Q2 2024UNH
UNITEDHEALTH GROUP INC		United StatesCOM4,7294,833+104$2,339,519$2,461,417+$121,8982024-07-31
Q2 2024HCA
HCA HEALTHCARE INC		United StatesCOM9,3349,341+7$3,113,086$3,001,030-$112,0562024-07-31
Q2 2024NKE
NIKE INC		United StatesCL B5,7345,802+68$538,862$437,287-$101,5752024-07-31
Q2 2024NOC
NORTHROP GRUMMAN CORP		United StatesCOM3,8003,942+142$1,818,721$1,718,322-$100,3992024-07-31
Q2 2024CMCSA
COMCAST CORP NEW		United StatesCL A54,05157,925+3,874$2,343,098$2,268,332-$74,7662024-07-31
Q2 2024RF
REGIONS FINANCIAL CORP NEW		United StatesCOM70,05770,062+5$1,473,991$1,404,035-$69,9562024-07-31
Q2 2024CB
CHUBB LIMITED		COM8,2788,683+405$2,145,088$2,214,823+$69,7352024-07-31
Q2 2024AON
AON PLC		IrelandSHS CL A2,3432,462+119$781,919$722,736-$59,1832024-07-31
Q2 2024WCN
WASTE CONNECTIONS INC		COM6,8136,956+143$1,171,850$1,219,769+$47,9192024-07-31
Q2 2024XOMXXXX
EXXON MOBIL CORP		COM3,4913,879+388$405,830$446,544+$40,7142024-07-31
Q2 2024MRSH
MARSH & MCLENNAN COS INC		United StatesCOM4,6634,735+72$960,521$997,730+$37,2092024-07-31
Q2 2024DHR
DANAHER CORPORATION		United StatesCOM3,0443,178+134$760,236$794,066+$33,8302024-07-31
Q2 2024TMO
THERMO FISHER SCIENTIFIC INC		United StatesCOM1,1841,186+2$688,130$655,837-$32,2932024-07-31
Q2 2024USB
US BANCORP DEL		United StatesCOM NEW3,5933,618+25$160,605$143,633-$16,9722024-07-31
Q2 2024EOG
EOG RES INC		United StatesCOM14,44314,544+101$1,846,354$1,830,694-$15,6602024-07-31
Q2 2024NVDA
NVIDIA CORPORATION		United StatesCOM33359+326$30,207$44,389+$14,1822024-07-31
Q2 2024AJG
GALLAGHER ARTHUR J & CO		United StatesCOM1560+45$3,751$15,559+$11,8082024-07-31
Q2 2024CVX
CHEVRON CORP NEW		United StatesCOM12,36412,422+58$1,950,326$1,943,051-$7,2752024-07-31
Q2 2024TOL
TOLL BROTHERS INC		United StatesCOM1067+57$1,294$7,718+$6,4242024-07-31
Q2 2024C
CITIGROUP INC		United StatesCOM NEW25,39825,408+10$1,606,171$1,612,414+$6,2432024-07-31
Q2 2024SNX
TD SYNNEX CORPORATION		United StatesCOM102131+29$11,537$15,118+$3,5812024-07-31
Q2 2024AMAT
APPLIED MATLS INC		United StatesCOM1017+7$2,063$4,012+$1,9492024-07-31
Q2 2024RIVN
RIVIAN AUTOMOTIVE INC		United StatesCOM CL A40130+90$438$1,745+$1,3072024-07-31
Q2 2024CMG
CHIPOTLE MEXICAN GRILL INC		United StatesCOM3150+147$8,721$9,398+$6772024-07-31
Q2 2024OTIS
OTIS WORLDWIDE CORP		United StatesCOM314326+12$31,129$31,389+$2602024-07-31
Q1 2024BRKB
BERKSHIRE HATHAWAY INC DEL		CL B NEW12,06212,408+346$4,302,033$5,217,813+$915,7802024-04-17
Q1 2024AAPL
APPLE INC		United StatesCOM34,16534,166+1$6,577,832$5,858,741-$719,0912024-04-17
Q1 2024JPM
JPMORGAN CHASE & CO		United StatesCOM18,17218,835+663$3,091,027$3,772,698+$681,6712024-04-17
Q1 2024DG
DOLLAR GEN CORP NEW		United StatesCOM9,19011,578+2,388$1,249,407$1,806,806+$557,3992024-04-17
Q1 2024C
CITIGROUP INC		United StatesCOM NEW20,83125,398+4,567$1,071,551$1,606,171+$534,6202024-04-17
Q1 2024EOG
EOG RES INC		United StatesCOM11,02214,443+3,421$1,333,077$1,846,354+$513,2772024-04-17
Q1 2024AMZN
AMAZON COM INC		United StatesCOM11,39412,248+854$1,731,157$2,209,238+$478,0812024-04-17
Q1 2024WCN
WASTE CONNECTIONS INC		COM4,7616,813+2,052$710,610$1,171,850+$461,2402024-04-17
Q1 2024MDT
MEDTRONIC PLC		IrelandSHS17,91921,519+3,600$1,476,169$1,875,382+$399,2132024-04-17
Q1 2024TSCO
TRACTOR SUPPLY CO		United StatesCOM6,7436,770+27$1,450,041$1,771,800+$321,7592024-04-17
Q1 2024TXN
TEXAS INSTRS INC		United StatesCOM7,2478,471+1,224$1,235,381$1,475,820+$240,4392024-04-17
Q1 2024TMO
THERMO FISHER SCIENTIFIC INC		United StatesCOM8541,184+330$453,281$688,130+$234,8492024-04-17
Q1 2024V
VISA INC		United StatesCOM CL A9,2099,398+189$2,397,639$2,622,664+$225,0252024-04-17
Q1 2024CSX
CSX CORP		United StatesCOM24,83229,010+4,178$860,922$1,075,396+$214,4742024-04-17
Q1 2024GS
GOLDMAN SACHS GROUP INC		United StatesCOM9381,188+250$361,783$496,141+$134,3582024-04-17
Q1 2024RF
REGIONS FINANCIAL CORP NEW		United StatesCOM70,05170,057+6$1,357,597$1,473,991+$116,3942024-04-17
Q1 2024DHR
DANAHER CORPORATION		United StatesCOM2,9743,044+70$688,074$760,236+$72,1622024-04-17
Q1 2024UNH
UNITEDHEALTH GROUP INC		United StatesCOM4,5704,729+159$2,405,985$2,339,519-$66,4662024-04-17
Q1 2024NOC
NORTHROP GRUMMAN CORP		United StatesCOM3,7823,800+18$1,770,665$1,818,721+$48,0562024-04-17
Q1 2024GLD
SPDR GOLD TR		United StatesGOLD SHS1,2711,310+39$242,904$269,414+$26,5102024-04-17
Q1 2024FIS
FIDELITY NATL INFORMATION SV		United StatesCOM665804+139$39,947$59,641+$19,6942024-04-17
Q1 2024WRB
BERKLEY W R CORP		United StatesCOM830845+15$58,698$74,732+$16,0342024-04-17
Q1 2024TRMB
TRIMBLE INC		United StatesCOM1,2551,268+13$66,766$81,609+$14,8432024-04-17
Q1 2024APD
AIR PRODS & CHEMS INC		United StatesCOM173239+66$47,368$57,903+$10,5352024-04-17
Q1 2024WMT
WALMART INC		United StatesCOM4041,212+808$63,691$72,927+$9,2362024-04-17
Q1 2024PNC
PNC FINL SVCS GROUP INC		United StatesCOM206244+38$31,900$39,431+$7,5312024-04-17
Q1 2024HSY
HERSHEY CO		United StatesCOM4876+28$8,950$14,782+$5,8322024-04-17
Q1 2024LIN
LINDE PLC		United KingdomSHS5862+4$23,822$28,788+$4,9662024-04-17
Q1 2024AMGN
AMGEN INC		United StatesCOM8,8658,997+132$2,553,183$2,558,093+$4,9102024-04-17
Q1 2024MU
MICRON TECHNOLOGY INC		United StatesCOM7595+20$6,401$11,200+$4,7992024-04-17
Q1 2024LNT
ALLIANT ENERGY CORP		United StatesCOM299374+75$15,339$18,850+$3,5112024-04-17
Q1 2024NOW
SERVICENOW INC		United StatesCOM711+4$4,946$8,387+$3,4412024-04-17
Q1 2024WFC
WELLS FARGO CO NEW		United StatesCOM90132+42$4,430$7,651+$3,2212024-04-17
Q1 2024LKQ
LKQ CORP		United StatesCOM173212+39$8,268$11,323+$3,0552024-04-17
Q1 2024CEG
CONSTELLATION ENERGY CORP		United StatesCOM3638+2$4,209$7,025+$2,8162024-04-17
Q1 2024KLAC
KLA CORP		United StatesCOM NEW1314+1$7,557$9,780+$2,2232024-04-17
Q1 2024CMCSA
COMCAST CORP NEW		United StatesCL A53,48454,051+567$2,345,271$2,343,098-$2,1732024-04-17
Q1 2024SAIA
SAIA INC		United StatesCOM34+1$1,315$2,340+$1,0252024-04-17
Q1 2024AJG
GALLAGHER ARTHUR J & CO		United StatesCOM1315+2$2,924$3,751+$8272024-04-17
Q1 2024EA
ELECTRONIC ARTS INC		United StatesCOM1215+3$1,642$1,991+$3492024-04-17
Q1 2024ES
EVERSOURCE ENERGY		United StatesCOM238248+10$14,690$14,823+$1332024-04-17

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