Criterion Capital Advisors
Latest statistics and disclosures from Criterion Capital Advisors's latest quarterly 13F-HR filing:
Tip: Access up to 7 years of quarterly data
Positions held by Criterion Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Criterion Capital Advisors
Criterion Capital Advisors holds 348 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 11.9 | $19M | 721k | 26.29 |
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| Goldman Sachs Etf Tr Access Invt Gr (GIGB) | 10.4 | $17M | 365k | 45.25 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 5.3 | $8.4M | 259k | 32.24 |
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| Apple (AAPL) | 4.5 | $7.2M | 34k | 210.62 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 4.2 | $6.7M | 112k | 60.08 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.2 | $5.0M | 12k | 406.80 |
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| Oracle Corporation (ORCL) | 2.5 | $3.9M | 28k | 141.20 |
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| JPMorgan Chase & Co. (JPM) | 2.4 | $3.8M | 19k | 202.26 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.4 | $3.7M | 20k | 183.42 |
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| Microsoft Corporation (MSFT) | 2.3 | $3.6M | 8.1k | 446.95 |
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| Hca Holdings (HCA) | 1.9 | $3.0M | 9.3k | 321.27 |
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| Amgen (AMGN) | 1.8 | $2.8M | 9.0k | 312.44 |
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| Abbvie (ABBV) | 1.7 | $2.8M | 16k | 171.52 |
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| UnitedHealth (UNH) | 1.5 | $2.5M | 4.8k | 509.29 |
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| Visa Com Cl A (V) | 1.5 | $2.5M | 9.4k | 262.46 |
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| Costco Wholesale Corporation (COST) | 1.5 | $2.5M | 2.9k | 849.90 |
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| Amazon (AMZN) | 1.5 | $2.4M | 12k | 193.25 |
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| Comcast Corp Cl A (CMCSA) | 1.4 | $2.3M | 58k | 39.16 |
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| Chubb (CB) | 1.4 | $2.2M | 8.7k | 255.08 |
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| Raytheon Technologies Corp (RTX) | 1.3 | $2.1M | 21k | 100.39 |
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| Eli Lilly & Co. (LLY) | 1.3 | $2.0M | 2.2k | 905.52 |
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| Chevron Corporation (CVX) | 1.2 | $1.9M | 12k | 156.42 |
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| Dimensional Etf Trust Us Large Cap Val (DFLV) | 1.2 | $1.9M | 64k | 28.91 |
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| EOG Resources (EOG) | 1.2 | $1.8M | 15k | 125.87 |
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| Tractor Supply Company (TSCO) | 1.1 | $1.8M | 6.8k | 270.01 |
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| Northrop Grumman Corporation (NOC) | 1.1 | $1.7M | 3.9k | 435.90 |
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| Medtronic SHS (MDT) | 1.1 | $1.7M | 22k | 78.71 |
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| Texas Instruments Incorporated (TXN) | 1.0 | $1.6M | 8.5k | 194.54 |
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| Citigroup Com New (C) | 1.0 | $1.6M | 25k | 63.46 |
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| Ishares Tr Msci Eafe Etf (EFA) | 1.0 | $1.6M | 20k | 78.33 |
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| Dollar General (DG) | 1.0 | $1.5M | 12k | 132.23 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.9 | $1.4M | 53k | 26.73 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.9 | $1.4M | 48k | 29.44 |
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| Regions Financial Corporation (RF) | 0.9 | $1.4M | 70k | 20.04 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $1.3M | 2.4k | 544.11 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $1.3M | 2.4k | 547.16 |
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| Novo-nordisk A S Adr (NVO) | 0.8 | $1.3M | 8.8k | 142.74 |
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| Waste Connections (WCN) | 0.8 | $1.2M | 7.0k | 175.35 |
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| Marsh & McLennan Companies (MMC) | 0.6 | $998k | 4.7k | 210.71 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $975k | 5.9k | 164.27 |
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| Select Sector Spdr Tr Energy (XLE) | 0.6 | $974k | 11k | 91.15 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $924k | 5.1k | 182.15 |
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| CSX Corporation (CSX) | 0.6 | $916k | 27k | 33.45 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.5 | $821k | 7.3k | 112.40 |
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| Danaher Corporation (DHR) | 0.5 | $794k | 3.2k | 249.86 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $774k | 6.5k | 118.60 |
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| Aon Shs Cl A (AON) | 0.5 | $723k | 2.5k | 293.56 |
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| Mondelez Intl Cl A (MDLZ) | 0.4 | $695k | 11k | 65.44 |
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| Thermo Fisher Scientific (TMO) | 0.4 | $656k | 1.2k | 552.98 |
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| Spdr Ser Tr Msci Usa Strtgic (QUS) | 0.4 | $646k | 4.4k | 147.45 |
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| Shell Spon Ads (SHEL) | 0.4 | $642k | 8.9k | 72.18 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.4 | $567k | 11k | 51.24 |
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| Goldman Sachs (GS) | 0.3 | $537k | 1.2k | 452.25 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $525k | 9.1k | 57.61 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $498k | 1.4k | 364.51 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $447k | 3.9k | 115.12 |
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| Nike CL B (NKE) | 0.3 | $437k | 5.8k | 75.37 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $416k | 8.4k | 49.42 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $410k | 8.6k | 47.45 |
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| Ishares Tr Core Total Usd (IUSB) | 0.2 | $371k | 8.2k | 45.22 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $346k | 5.6k | 61.64 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $333k | 1.9k | 170.80 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $316k | 659.00 | 479.36 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $298k | 2.0k | 150.43 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $282k | 1.3k | 214.95 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $280k | 4.8k | 58.52 |
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| Business First Bancshares (BFST) | 0.2 | $243k | 11k | 21.76 |
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| Home Depot (HD) | 0.1 | $236k | 686.00 | 344.26 |
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| Illinois Tool Works (ITW) | 0.1 | $235k | 990.00 | 236.96 |
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| Valero Energy Corporation (VLO) | 0.1 | $232k | 1.5k | 156.75 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $230k | 1.9k | 119.32 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $219k | 4.1k | 53.04 |
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| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.1 | $214k | 4.5k | 46.94 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $212k | 5.7k | 37.49 |
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| Q2 Holdings (QTWO) | 0.1 | $211k | 3.5k | 60.33 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $208k | 1.9k | 108.70 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $206k | 2.0k | 102.29 |
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| Johnson & Johnson (JNJ) | 0.1 | $193k | 1.3k | 146.16 |
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| Cisco Systems (CSCO) | 0.1 | $188k | 4.0k | 47.51 |
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| Walt Disney Company (DIS) | 0.1 | $179k | 1.8k | 99.28 |
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| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.1 | $174k | 3.2k | 55.04 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $160k | 1.7k | 92.56 |
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| Us Bancorp Del Com New (USB) | 0.1 | $144k | 3.6k | 39.70 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $129k | 707.00 | 181.91 |
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| W.W. Grainger (GWW) | 0.1 | $127k | 141.00 | 899.26 |
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| Ishares Tr Msci Usa Smcp Mn (SMMV) | 0.1 | $126k | 3.4k | 37.30 |
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| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.1 | $123k | 3.5k | 34.86 |
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| Boston Scientific Corporation (BSX) | 0.1 | $117k | 1.5k | 77.01 |
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| Lowe's Companies (LOW) | 0.1 | $116k | 524.00 | 220.46 |
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| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $111k | 540.00 | 205.27 |
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| Ishares Tr Mbs Etf (MBB) | 0.1 | $111k | 1.2k | 91.81 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $110k | 861.00 | 127.18 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $104k | 691.00 | 150.45 |
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| Phillips 66 (PSX) | 0.1 | $104k | 735.00 | 141.24 |
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| Boeing Company (BA) | 0.1 | $101k | 557.00 | 182.09 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $99k | 1.7k | 59.19 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $91k | 500.00 | 182.55 |
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| Abbott Laboratories (ABT) | 0.1 | $90k | 861.00 | 103.97 |
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| Etf Ser Solutions Vident Us Equity (VUSE) | 0.1 | $89k | 1.6k | 54.13 |
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| Prudential Financial (PRU) | 0.1 | $85k | 723.00 | 117.19 |
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| Wal-Mart Stores (WMT) | 0.1 | $82k | 1.2k | 67.71 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $81k | 1.5k | 53.54 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $77k | 910.00 | 84.04 |
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| Analog Devices (ADI) | 0.0 | $76k | 331.00 | 228.26 |
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| American Express Company (AXP) | 0.0 | $74k | 320.00 | 231.55 |
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| Renasant (RNST) | 0.0 | $71k | 2.3k | 30.54 |
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| Trimble Navigation (TRMB) | 0.0 | $70k | 1.3k | 55.92 |
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| Merck & Co (MRK) | 0.0 | $70k | 562.00 | 123.80 |
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| Advanced Micro Devices (AMD) | 0.0 | $69k | 428.00 | 162.21 |
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| CBOE Holdings (CBOE) | 0.0 | $69k | 404.00 | 170.06 |
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| Stryker Corporation (SYK) | 0.0 | $68k | 200.00 | 340.25 |
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| W.R. Berkley Corporation (WRB) | 0.0 | $66k | 845.00 | 78.58 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $65k | 470.00 | 138.20 |
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| Eaton Corp SHS (ETN) | 0.0 | $65k | 207.00 | 313.55 |
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| Air Products & Chemicals (APD) | 0.0 | $62k | 239.00 | 258.05 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $62k | 1.7k | 35.56 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $61k | 114.00 | 535.09 |
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| Philip Morris International (PM) | 0.0 | $61k | 600.00 | 101.33 |
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| Fidelity National Information Services (FIS) | 0.0 | $61k | 804.00 | 75.36 |
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| Norfolk Southern (NSC) | 0.0 | $61k | 282.00 | 214.69 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $61k | 121.00 | 500.13 |
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| Smucker J M Com New (SJM) | 0.0 | $59k | 540.00 | 109.04 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $59k | 798.00 | 73.69 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $59k | 2.9k | 19.97 |
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| Progressive Corporation (PGR) | 0.0 | $57k | 275.00 | 207.71 |
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| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.0 | $57k | 1.1k | 52.20 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $56k | 230.00 | 242.10 |
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| BlackRock | 0.0 | $55k | 70.00 | 787.33 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $55k | 250.00 | 218.04 |
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| Meta Platforms Cl A (META) | 0.0 | $55k | 108.00 | 504.22 |
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| Te Connectivity SHS | 0.0 | $55k | 362.00 | 150.43 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.0 | $54k | 1.2k | 46.33 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $54k | 567.00 | 94.60 |
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| McDonald's Corporation (MCD) | 0.0 | $52k | 205.00 | 254.84 |
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| Starbucks Corporation (SBUX) | 0.0 | $52k | 667.00 | 77.89 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $51k | 474.00 | 106.66 |
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| Trinity Industries (TRN) | 0.0 | $50k | 1.7k | 29.92 |
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| Tesla Motors (TSLA) | 0.0 | $50k | 251.00 | 197.57 |
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| Dimensional Etf Trust International (DFSI) | 0.0 | $49k | 1.5k | 32.94 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $48k | 519.00 | 91.78 |
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| Atmos Energy Corporation (ATO) | 0.0 | $47k | 403.00 | 116.53 |
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| NVR (NVR) | 0.0 | $46k | 6.00 | 7588.67 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $45k | 555.00 | 81.65 |
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| NVIDIA Corporation (NVDA) | 0.0 | $44k | 359.00 | 123.65 |
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| Old Second Ban (OSBC) | 0.0 | $44k | 3.0k | 14.81 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $44k | 42.00 | 1051.05 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $43k | 91.00 | 467.11 |
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| Pfizer (PFE) | 0.0 | $42k | 1.5k | 27.98 |
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| Truist Financial Corp equities (TFC) | 0.0 | $40k | 1.0k | 38.85 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $39k | 367.00 | 107.12 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $39k | 531.00 | 72.64 |
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| Key (KEY) | 0.0 | $38k | 2.7k | 14.21 |
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| Paychex (PAYX) | 0.0 | $38k | 324.00 | 118.56 |
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| Crown Castle Intl (CCI) | 0.0 | $38k | 390.00 | 97.78 |
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| Bank of America Corporation (BAC) | 0.0 | $38k | 958.00 | 39.77 |
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| Pepsi (PEP) | 0.0 | $38k | 228.00 | 164.93 |
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| Procter & Gamble Company (PG) | 0.0 | $38k | 228.00 | 164.92 |
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| PNC Financial Services (PNC) | 0.0 | $36k | 232.00 | 155.48 |
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| Lennar Corp Cl A (LEN) | 0.0 | $36k | 240.00 | 149.87 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $36k | 570.00 | 63.03 |
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| AFLAC Incorporated (AFL) | 0.0 | $36k | 400.00 | 89.31 |
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| Dimensional Etf Trust Emerging Markets (DFSE) | 0.0 | $36k | 1.1k | 33.45 |
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| J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) | 0.0 | $35k | 805.00 | 43.60 |
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| Paypal Holdings (PYPL) | 0.0 | $35k | 600.00 | 58.03 |
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| Fastenal Company (FAST) | 0.0 | $35k | 551.00 | 62.84 |
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| United Parcel Service CL B (UPS) | 0.0 | $35k | 253.00 | 136.85 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $34k | 78.00 | 441.44 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $34k | 109.00 | 314.21 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $34k | 803.00 | 42.12 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $34k | 416.00 | 81.08 |
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| Ge Aerospace Com New (GE) | 0.0 | $34k | 212.00 | 158.97 |
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| Arcosa (ACA) | 0.0 | $33k | 400.00 | 83.41 |
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| Broadcom (AVGO) | 0.0 | $32k | 20.00 | 1605.55 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $32k | 1.4k | 22.57 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $31k | 354.00 | 88.48 |
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| Kimco Realty Corporation (KIM) | 0.0 | $30k | 1.6k | 19.46 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $30k | 314.00 | 96.13 |
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| Diageo Spon Adr New (DEO) | 0.0 | $30k | 237.00 | 126.08 |
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| Altria (MO) | 0.0 | $30k | 649.00 | 45.55 |
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| Cincinnati Financial Corporation (CINF) | 0.0 | $30k | 250.00 | 118.10 |
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| Toyota Motor Corp Ads (TM) | 0.0 | $29k | 140.00 | 204.97 |
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| Corecivic (CXW) | 0.0 | $29k | 2.2k | 12.98 |
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| Ishares Tr Global Energ Etf (IXC) | 0.0 | $29k | 688.00 | 41.49 |
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| Dominion Resources (D) | 0.0 | $28k | 579.00 | 49.00 |
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| Target Corporation (TGT) | 0.0 | $27k | 184.00 | 148.04 |
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| Equinix (EQIX) | 0.0 | $27k | 36.00 | 756.61 |
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| Linde SHS (LIN) | 0.0 | $27k | 62.00 | 438.82 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.0 | $26k | 912.00 | 28.78 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $26k | 550.00 | 47.44 |
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| Verizon Communications (VZ) | 0.0 | $26k | 631.00 | 41.24 |
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| FactSet Research Systems (FDS) | 0.0 | $26k | 63.00 | 408.29 |
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| Corteva (CTVA) | 0.0 | $25k | 463.00 | 53.94 |
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| Vanguard World Extended Dur (EDV) | 0.0 | $24k | 330.00 | 73.41 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $23k | 218.00 | 106.78 |
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| General Dynamics Corporation (GD) | 0.0 | $23k | 80.00 | 290.15 |
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| Chesapeake Energy Corp (EXE) | 0.0 | $23k | 280.00 | 82.19 |
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| Nucor Corporation (NUE) | 0.0 | $22k | 142.00 | 158.08 |
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| Ishares Tr Global Tech Etf (IXN) | 0.0 | $22k | 270.00 | 82.82 |
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| DaVita (DVA) | 0.0 | $22k | 160.00 | 138.57 |
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| Xcel Energy (XEL) | 0.0 | $21k | 396.00 | 53.41 |
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| Diamondback Energy (FANG) | 0.0 | $21k | 105.00 | 200.19 |
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| McKesson Corporation (MCK) | 0.0 | $20k | 34.00 | 584.06 |
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| Oneok (OKE) | 0.0 | $20k | 240.00 | 81.55 |
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| Coca-Cola Company (KO) | 0.0 | $19k | 300.00 | 63.65 |
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| Alliant Energy Corporation (LNT) | 0.0 | $19k | 374.00 | 50.90 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $18k | 18.00 | 1022.78 |
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| Casey's General Stores (CASY) | 0.0 | $18k | 46.00 | 381.57 |
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| Old National Ban (ONB) | 0.0 | $17k | 1.0k | 17.19 |
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| Dupont De Nemours (DD) | 0.0 | $17k | 213.00 | 80.49 |
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| Mfs Multimarket Income Tr Sh Ben Int (MMT) | 0.0 | $17k | 3.6k | 4.68 |
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| M&T Bank Corporation (MTB) | 0.0 | $16k | 107.00 | 151.36 |
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| At&t (T) | 0.0 | $16k | 820.00 | 19.11 |
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| Howmet Aerospace (HWM) | 0.0 | $16k | 201.00 | 77.63 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $16k | 35.00 | 444.86 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $16k | 60.00 | 259.32 |
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| Fluor Corporation (FLR) | 0.0 | $16k | 357.00 | 43.55 |
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| SYNNEX Corporation (SNX) | 0.0 | $15k | 131.00 | 115.40 |
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| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $15k | 95.00 | 153.91 |
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| Expeditors International of Washington (EXPD) | 0.0 | $15k | 116.00 | 124.79 |
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| Markel Corporation (MKL) | 0.0 | $14k | 9.00 | 1575.67 |
|
|
| Eversource Energy (ES) | 0.0 | $14k | 248.00 | 56.71 |
|
|
| Avery Dennison Corporation (AVY) | 0.0 | $14k | 64.00 | 218.66 |
|
|
| Hershey Company (HSY) | 0.0 | $14k | 76.00 | 183.84 |
|
|
| A. O. Smith Corporation (AOS) | 0.0 | $14k | 170.00 | 81.78 |
|
|
| Hubbell (HUBB) | 0.0 | $14k | 37.00 | 365.49 |
|
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $14k | 45.00 | 298.98 |
|
|
| CRH Ord (CRH) | 0.0 | $13k | 179.00 | 74.98 |
|
|
| Vontier Corporation (VNT) | 0.0 | $13k | 351.00 | 38.20 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $13k | 54.00 | 241.78 |
|
|
| Timken Company (TKR) | 0.0 | $13k | 160.00 | 80.13 |
|
|
| Ford Motor Company (F) | 0.0 | $13k | 1.0k | 12.54 |
|
|
| Micron Technology (MU) | 0.0 | $13k | 95.00 | 131.54 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $12k | 71.00 | 174.48 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $12k | 37.00 | 328.95 |
|
|
| Sun Communities (SUI) | 0.0 | $12k | 101.00 | 120.35 |
|
|
| Watsco, Incorporated (WSO) | 0.0 | $12k | 26.00 | 463.27 |
|
|
| Lululemon Athletica (LULU) | 0.0 | $12k | 40.00 | 298.70 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $12k | 163.00 | 72.00 |
|
|
| ConocoPhillips (COP) | 0.0 | $12k | 102.00 | 114.38 |
|
|
| Portland Gen Elec Com New (POR) | 0.0 | $12k | 267.00 | 43.24 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $12k | 14.00 | 824.57 |
|
|
| Lamar Advertising Cl A (LAMR) | 0.0 | $12k | 96.00 | 119.53 |
|
|
| Kellogg Company (K) | 0.0 | $11k | 198.00 | 57.68 |
|
|
| Mid-America Apartment (MAA) | 0.0 | $11k | 80.00 | 142.61 |
|
|
| salesforce (CRM) | 0.0 | $11k | 42.00 | 257.12 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $11k | 78.00 | 138.32 |
|
|
| Gartner (IT) | 0.0 | $11k | 24.00 | 449.08 |
|
|
| National Storage Affiliates Com Shs Ben In (NSA) | 0.0 | $11k | 260.00 | 41.22 |
|
|
| MetLife (MET) | 0.0 | $11k | 152.00 | 70.34 |
|
|
| First American Financial (FAF) | 0.0 | $11k | 198.00 | 53.95 |
|
|
| Dow (DOW) | 0.0 | $11k | 200.00 | 53.05 |
|
|
| TJX Companies (TJX) | 0.0 | $11k | 95.00 | 110.11 |
|
|
| Bwx Technologies (BWXT) | 0.0 | $11k | 110.00 | 95.00 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $10k | 53.00 | 197.00 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $10k | 101.00 | 103.36 |
|
|
| Chord Energy Corporation Com New (CHRD) | 0.0 | $10k | 62.00 | 167.69 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $10k | 26.00 | 385.88 |
|
|
| Ss&c Technologies Holding (SSNC) | 0.0 | $10k | 160.00 | 62.67 |
|
|
| Qualcomm (QCOM) | 0.0 | $10k | 50.00 | 199.18 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $9.6k | 134.00 | 71.40 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $9.4k | 150.00 | 62.65 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $8.9k | 16.00 | 555.56 |
|
|
| Globus Med Cl A (GMED) | 0.0 | $8.8k | 128.00 | 68.49 |
|
|
| Autodesk (ADSK) | 0.0 | $8.7k | 35.00 | 247.46 |
|
|
| Servicenow (NOW) | 0.0 | $8.7k | 11.00 | 786.73 |
|
|
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $8.6k | 100.00 | 86.48 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $8.6k | 116.00 | 74.24 |
|
|
| Cnh Indl N V SHS (CNH) | 0.0 | $8.5k | 838.00 | 10.13 |
|
|
| Ge Vernova (GEV) | 0.0 | $7.9k | 46.00 | 171.52 |
|
|
| Southern Company (SO) | 0.0 | $7.9k | 101.00 | 77.85 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $7.8k | 132.00 | 59.39 |
|
|
| Toll Brothers (TOL) | 0.0 | $7.7k | 67.00 | 115.19 |
|
|
| Constellation Energy (CEG) | 0.0 | $7.6k | 38.00 | 200.29 |
|
|
| Bio Rad Labs Cl A (BIO) | 0.0 | $7.4k | 27.00 | 273.11 |
|
|
| Ferguson SHS | 0.0 | $7.4k | 38.00 | 193.66 |
|
|
| LKQ Corporation (LKQ) | 0.0 | $7.1k | 171.00 | 41.59 |
|
|
| Halliburton Company (HAL) | 0.0 | $7.1k | 210.00 | 33.78 |
|
|
| Charles River Laboratories (CRL) | 0.0 | $6.8k | 33.00 | 206.61 |
|
|
| Teck Resources CL B (TECK) | 0.0 | $6.8k | 142.00 | 47.90 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $6.8k | 31.00 | 218.23 |
|
|
| Corpay Com Shs (CPAY) | 0.0 | $6.4k | 24.00 | 266.42 |
|
|
| Netflix (NFLX) | 0.0 | $6.1k | 9.00 | 674.89 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $5.7k | 25.00 | 226.28 |
|
|
| Advance Auto Parts (AAP) | 0.0 | $5.6k | 89.00 | 63.34 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $5.5k | 87.00 | 63.08 |
|
|
| Enbridge (ENB) | 0.0 | $5.2k | 147.00 | 35.59 |
|
|
| Gilead Sciences (GILD) | 0.0 | $5.2k | 76.00 | 68.62 |
|
|
| American Tower Reit (AMT) | 0.0 | $5.1k | 26.00 | 194.38 |
|
|
| Caterpillar (CAT) | 0.0 | $5.0k | 15.00 | 333.13 |
|
|
| MercadoLibre (MELI) | 0.0 | $4.9k | 3.00 | 1643.67 |
|
|
| Itt (ITT) | 0.0 | $4.9k | 38.00 | 129.18 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $4.8k | 45.00 | 106.47 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $4.8k | 16.00 | 298.44 |
|
|
| German American Ban (GABC) | 0.0 | $4.7k | 133.00 | 35.34 |
|
|
| CenterPoint Energy (CNP) | 0.0 | $4.6k | 150.00 | 30.98 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $4.6k | 59.00 | 78.00 |
|
|
| Applied Materials (AMAT) | 0.0 | $4.0k | 17.00 | 236.00 |
|
|
| FedEx Corporation (FDX) | 0.0 | $3.9k | 13.00 | 299.85 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $3.8k | 3.00 | 1277.67 |
|
|
| Anthem (ELV) | 0.0 | $3.8k | 7.00 | 542.00 |
|
|
| Sempra Energy (SRE) | 0.0 | $3.7k | 48.00 | 76.06 |
|
|
| Annaly Capital Management In Com New (NLY) | 0.0 | $3.5k | 181.00 | 19.06 |
|
|
| Msci (MSCI) | 0.0 | $3.4k | 7.00 | 481.86 |
|
|
| Ingersoll Rand (IR) | 0.0 | $3.4k | 37.00 | 90.86 |
|
|
| Ametek (AME) | 0.0 | $3.3k | 20.00 | 166.75 |
|
|
| CNA Financial Corporation (CNA) | 0.0 | $3.2k | 70.00 | 46.07 |
|
|
| Church & Dwight (CHD) | 0.0 | $3.1k | 30.00 | 103.70 |
|
|
| Hldgs (UAL) | 0.0 | $3.1k | 63.00 | 48.67 |
|
|
| PG&E Corporation (PCG) | 0.0 | $3.1k | 175.00 | 17.46 |
|
|
| Southwest Airlines (LUV) | 0.0 | $2.9k | 100.00 | 28.61 |
|
|
| Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $2.8k | 170.00 | 16.48 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $2.7k | 35.00 | 77.94 |
|
|
| Take-Two Interactive Software (TTWO) | 0.0 | $2.6k | 17.00 | 155.53 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $2.6k | 27.00 | 95.48 |
|
|
| Constellation Brands Cl A (STZ) | 0.0 | $2.6k | 10.00 | 257.30 |
|
|
| Allegheny Technologies Incorporated (ATI) | 0.0 | $2.6k | 46.00 | 55.46 |
|
|
| Atlassian Corporation Cl A (TEAM) | 0.0 | $2.5k | 14.00 | 176.93 |
|
|
| Toast Cl A (TOST) | 0.0 | $2.4k | 95.00 | 25.78 |
|
|
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $2.4k | 28.00 | 87.32 |
|
|
| State Street Corporation (STT) | 0.0 | $2.4k | 33.00 | 74.00 |
|
|
| Equifax (EFX) | 0.0 | $2.4k | 10.00 | 242.50 |
|
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $2.3k | 40.00 | 58.15 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $2.2k | 14.00 | 159.50 |
|
|
| Jack Henry & Associates (JKHY) | 0.0 | $2.2k | 13.00 | 166.08 |
|
|
| Electronic Arts (EA) | 0.0 | $2.1k | 15.00 | 139.33 |
|
|
| Saia (SAIA) | 0.0 | $1.9k | 4.00 | 474.50 |
|
|
| Cracker Barrel Old Country Store (CBRL) | 0.0 | $1.8k | 42.00 | 42.17 |
|
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $1.7k | 130.00 | 13.42 |
|
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $1.7k | 7.00 | 243.00 |
|
|
| Teladoc (TDOC) | 0.0 | $1.6k | 166.00 | 9.78 |
|
|
| Aramark Hldgs (ARMK) | 0.0 | $1.5k | 44.00 | 34.02 |
|
|
| Sl Green Realty Corp (SLG) | 0.0 | $1.2k | 22.00 | 56.68 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $901.002300 | 121.00 | 7.45 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $762.998400 | 36.00 | 21.19 |
|
|
| EQT Corporation (EQT) | 0.0 | $740.000000 | 20.00 | 37.00 |
|
|
| Neuronetics (STIM) | 0.0 | $720.000000 | 400.00 | 1.80 |
|
|
| Synovus Finl Corp Com New (SNV) | 0.0 | $483.000000 | 12.00 | 40.25 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $470.000000 | 5.00 | 94.00 |
|
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.0 | $436.000000 | 10.00 | 43.60 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $355.999200 | 19.00 | 18.74 |
|
|
| Louisiana-Pacific Corporation (LPX) | 0.0 | $330.000000 | 4.00 | 82.50 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Smallcap Ene (PSCE) | 0.0 | $316.000200 | 6.00 | 52.67 |
|
|
| Brookfield Infrastructure Com Sb Vtg Shs A | 0.0 | $236.000100 | 7.00 | 33.71 |
|
|
| Cheesecake Factory Incorporated (CAKE) | 0.0 | $197.000000 | 5.00 | 39.40 |
|
|
| Oil-Dri Corporation of America (ODC) | 0.0 | $192.999900 | 3.00 | 64.33 |
|
|
| Aspen Aerogels (ASPN) | 0.0 | $166.999700 | 7.00 | 23.86 |
|
|
| Cronos Group (CRON) | 0.0 | $139.998000 | 60.00 | 2.33 |
|
|
| Shf Holdings *w Exp 09/28/202 (SHFSW) | 0.0 | $30.000000 | 500.00 | 0.06 |
|
Past Filings by Criterion Capital Advisors
SEC 13F filings are viewable for Criterion Capital Advisors going back to 2023
- Criterion Capital Advisors 2024 Q4 filed Feb. 10, 2025
- Criterion Capital Advisors 2024 Q3 filed Oct. 21, 2024
- Criterion Capital Advisors 2024 Q2 filed July 31, 2024
- Criterion Capital Advisors 2024 Q1 filed April 17, 2024
- Criterion Capital Advisors 2023 Q4 filed Feb. 1, 2024