CRITERION CAPITAL ADVISORS, LLC

NASHVILLE, TN · CIK 1765884 · 13F filing filed 2025-02-10

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyNashville, TN

$158.9m reported value +0.0% vs Q3 2024

348positions

49.1%in top 10

0 new 0 added 2 reduced 0 sold out vs Q3 2024

Holdings, Q4 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	721,262	$19.0m11.94%	11.94%	Unchanged
2	GOLDMAN SACHS ETF TR ACCESS INVT GR GIGB	GIGB	364,958	$16.5m10.40%	10.40%	Unchanged
3	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	259,367	$8.4m5.26%	5.26%	Unchanged
4	APPLE INC COM AAPL	AAPL	34,213	$7.2m4.54%	4.54%	Unchanged
5	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	112,247	$6.7m4.25%	4.25%	Unchanged
6	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	12,408	$5.0m3.18%	3.18%	Unchanged
7	ORACLE CORP COM ORCL	ORCL	27,858	$3.9m2.48%	2.48%	Unchanged
8	JPMORGAN CHASE & CO COM JPM	JPM	18,793	$3.8m2.39%	2.39%	Unchanged
9	ALPHABET INC CAP STK CL C GOOG	GOOG	20,440	$3.7m2.36%	2.36%	Unchanged
10	MICROSOFT CORP COM MSFT	MSFT	8,106	$3.6m2.28%	2.28%	Unchanged
11	HCA HEALTHCARE INC COM HCA	HCA	9,341	$3.0m1.89%	1.89%	Unchanged
12	AMGEN INC COM AMGN	AMGN	8,967	$2.8m1.76%	1.76%	Unchanged
13	ABBVIE INC COM ABBV	ABBV	16,108	$2.8m1.74%	1.74%	Unchanged
14	UNITEDHEALTH GROUP INC COM UNH	UNH	4,833	$2.5m1.55%	1.55%	Unchanged
15	VISA INC COM CL A V	V	9,377	$2.5m1.55%	1.55%	Unchanged
16	COSTCO WHSL CORP NEW COM COST	COST	2,887	$2.5m1.54%	1.54%	Unchanged
17	AMAZON COM INC COM AMZN	AMZN	12,191	$2.4m1.48%	1.48%	Unchanged
18	COMCAST CORP NEW CL A CMCSA	CMCSA	57,925	$2.3m1.43%	1.43%	Unchanged
19	CHUBB LIMITED COM CB	CB	8,683	$2.2m1.39%	1.39%	Unchanged
20	RTX CORPORATION COM RTX	RTX	20,886	$2.1m1.32%	1.32%	Unchanged
21	ELI LILLY & CO COM LLY	LLY	2,201	$2.0m1.25%	1.25%	Unchanged
22	CHEVRON CORP NEW COM CVX	CVX	12,422	$1.9m1.22%	1.22%	Unchanged
23	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	64,193	$1.9m1.17%	1.17%	Unchanged
24	EOG RES INC COM EOG	EOG	14,544	$1.8m1.15%	1.15%	Unchanged
25	TRACTOR SUPPLY CO COM TSCO	TSCO	6,762	$1.8m1.15%	1.15%	Reduced -27.0k	-27,048 -80.0%
26	NORTHROP GRUMMAN CORP COM NOC	NOC	3,942	$1.7m1.08%	1.08%	Unchanged
27	MEDTRONIC PLC SHS MDT	MDT	21,758	$1.7m1.08%	1.08%	Unchanged
28	TEXAS INSTRS INC COM TXN	TXN	8,471	$1.6m1.04%	1.04%	Unchanged
29	CITIGROUP INC COM NEW C	C	25,408	$1.6m1.02%	1.02%	Unchanged
30	ISHARES TR MSCI EAFE ETF EFA	EFA	20,259	$1.6m1.00%	1.00%	Unchanged
31	DOLLAR GEN CORP NEW COM DG	DG	11,619	$1.5m0.97%	0.97%	Unchanged
32	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	52,880	$1.4m0.89%	0.89%	Unchanged
33	CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI CGGO	CGGO	47,730	$1.4m0.88%	0.88%	Unchanged
34	REGIONS FINANCIAL CORP NEW COM RF	RF	70,062	$1.4m0.88%	0.88%	Unchanged
35	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,388	$1.3m0.82%	0.82%	Unchanged
36	ISHARES TR CORE S&P500 ETF IVV	IVV	2,351	$1.3m0.81%	0.81%	Unchanged
37	NOVO-NORDISK A S ADR NVO	NVO	8,762	$1.3m0.79%	0.79%	Unchanged
38	WASTE CONNECTIONS INC COM WCN	WCN	6,956	$1.2m0.77%	0.77%	Unchanged
39	MARSH & MCLENNAN COS INC COM MRSH	MRSH	4,735	$997.7k0.63%	0.63%	Unchanged
40	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	5,935	$974.9k0.61%	0.61%	Unchanged
41	SELECT SECTOR SPDR TR ENERGY XLE	XLE	10,682	$973.6k0.61%	0.61%	Unchanged
42	ALPHABET INC CAP STK CL A GOOGL	GOOGL	5,075	$924.4k0.58%	0.58%	Unchanged
43	CSX CORP COM CSX	CSX	27,389	$916.2k0.58%	0.58%	Unchanged
44	ISHARES TR MSCI ACWI ETF ACWI	ACWI	7,300	$820.5k0.52%	0.52%	Unchanged
45	DANAHER CORPORATION COM DHR	DHR	3,178	$794.1k0.50%	0.50%	Unchanged
46	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	6,529	$774.3k0.49%	0.49%	Unchanged
47	AON PLC SHS CL A AON	AON	2,462	$722.7k0.45%	0.45%	Unchanged
48	MONDELEZ INTL INC CL A MDLZ	MDLZ	10,626	$695.4k0.44%	0.44%	Unchanged
49	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	1,186	$655.8k0.41%	0.41%	Unchanged
50	SPDR SER TR MSCI USA STRTGIC QUS	QUS	4,378	$645.5k0.41%	0.41%	Unchanged
51	SHELL PLC SPON ADS SHEL	SHEL	8,900	$642.4k0.40%	0.40%	Unchanged
52	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	11,070	$567.2k0.36%	0.36%	Unchanged
53	GOLDMAN SACHS GROUP INC COM GS	GS	1,188	$537.3k0.34%	0.34%	Unchanged
54	ISHARES TR CORE DIV GRWTH DGRO	DGRO	9,108	$524.7k0.33%	0.33%	Unchanged
55	ISHARES TR RUS 1000 GRW ETF IWF	IWF	1,365	$497.6k0.31%	0.31%	Unchanged
56	EXXON MOBIL CORP COM XOM	XOM	3,879	$446.5k0.28%	0.28%	Unchanged
57	NIKE INC CL B NKE	NKE	5,802	$437.3k0.28%	0.28%	Unchanged
58	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	8,408	$415.5k0.26%	0.26%	Unchanged
59	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	8,637	$409.8k0.26%	0.26%	Reduced -8.6k	-8,637 -50.0%
60	ISHARES TR CORE TOTAL USD IUSB	IUSB	8,211	$371.3k0.23%	0.23%	Unchanged
61	ISHARES TR EAFE SML CP ETF SCZ	SCZ	5,620	$346.4k0.22%	0.22%	Unchanged
62	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	1,949	$332.9k0.21%	0.21%	Unchanged
63	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	659	$315.9k0.20%	0.20%	Unchanged
64	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	1,980	$297.9k0.19%	0.19%	Unchanged
65	SPDR GOLD TR GOLD SHS GLD	GLD	1,310	$281.6k0.18%	0.18%	Unchanged
66	ISHARES TR CORE S&P MCP ETF IJH	IJH	4,792	$280.4k0.18%	0.18%	Unchanged
67	BUSINESS FIRST BANCSHARES IN COM BFST	BFST	11,176	$243.2k0.15%	0.15%	Unchanged
68	HOME DEPOT INC COM HD	HD	686	$236.2k0.15%	0.15%	Unchanged
69	ILLINOIS TOOL WKS INC COM ITW	ITW	990	$234.6k0.15%	0.15%	Unchanged
70	VALERO ENERGY CORP COM VLO	VLO	1,478	$231.7k0.15%	0.15%	Unchanged
71	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	1,929	$230.2k0.14%	0.14%	Unchanged
72	ISHARES TR EAFE VALUE ETF EFV	EFV	4,135	$219.3k0.14%	0.14%	Unchanged
73	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	4,549	$213.5k0.13%	0.13%	Unchanged
74	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	5,660	$212.2k0.13%	0.13%	Unchanged
75	Q2 HLDGS INC COM QTWO	QTWO	3,500	$211.2k0.13%	0.13%	Unchanged
76	ISHARES TR CORE HIGH DV ETF HDV	HDV	1,915	$208.2k0.13%	0.13%	Unchanged
77	ISHARES TR EAFE GRWTH ETF EFG	EFG	2,012	$205.8k0.13%	0.13%	Unchanged
78	JOHNSON & JOHNSON COM JNJ	JNJ	1,317	$192.5k0.12%	0.12%	Unchanged
79	CISCO SYS INC COM CSCO	CSCO	3,966	$188.4k0.12%	0.12%	Unchanged
80	DISNEY WALT CO COM DIS	DIS	1,798	$178.5k0.11%	0.11%	Unchanged
81	INVESCO EXCHANGE TRADED FD T LARGE CAP VALUE PWV	PWV	3,155	$173.7k0.11%	0.11%	Unchanged
82	ISHARES TR S&P 500 GRWT ETF IVW	IVW	1,726	$159.8k0.10%	0.10%	Unchanged
83	US BANCORP DEL COM NEW USB	USB	3,618	$143.6k0.09%	0.09%	Unchanged
84	ISHARES TR S&P 500 VAL ETF IVE	IVE	707	$128.6k0.08%	0.08%	Unchanged
85	GRAINGER W W INC COM GWW	GWW	141	$126.8k0.08%	0.08%	Unchanged
86	ISHARES TR MSCI USA SMCP MN SMMV	SMMV	3,377	$125.9k0.08%	0.08%	Unchanged
87	DIMENSIONAL ETF TRUST US SUSTAINABILTY DFSU	DFSU	3,516	$122.6k0.08%	0.08%	Unchanged
88	BOSTON SCIENTIFIC CORP COM BSX	BSX	1,515	$116.7k0.07%	0.07%	Unchanged
89	LOWES COS INC COM LOW	LOW	524	$115.5k0.07%	0.07%	Unchanged
90	REINSURANCE GRP OF AMERICA I COM NEW RGA	RGA	540	$110.8k0.07%	0.07%	Unchanged
91	ISHARES TR MBS ETF MBB	MBB	1,207	$110.8k0.07%	0.07%	Unchanged
92	SPDR SER TR S&P DIVID ETF SDY	SDY	861	$109.5k0.07%	0.07%	Unchanged
93	ISHARES TR U.S. TECH ETF IYW	IYW	691	$104.0k0.07%	0.07%	Unchanged
94	PHILLIPS 66 COM PSX	PSX	735	$103.8k0.07%	0.07%	Unchanged
95	BOEING CO COM BA	BA	557	$101.4k0.06%	0.06%	Unchanged
96	ISHARES INC MSCI EMRG CHN EMXC	EMXC	1,665	$98.5k0.06%	0.06%	Unchanged
97	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	500	$91.3k0.06%	0.06%	Unchanged
98	ABBOTT LABS COM ABT	ABT	861	$89.5k0.06%	0.06%	Unchanged
99	ETF SER SOLUTIONS VIDENT US EQUITY VUSE	VUSE	1,635	$88.5k0.06%	0.06%	Unchanged
100	PRUDENTIAL FINL INC COM PRU	PRU	723	$84.7k0.05%	0.05%	Unchanged