Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
DIMENSIONAL ETF TRUST (DFIC) | 688,375 | +48,645 | $18,414 |
DFIC | 688,375 | +48,645 | $18,414 |
GOLDMAN SACHS ETF TR (GIGB) | 343,597 | +30,207 | $15,733 |
GIGB | 343,597 | +30,207 | $15,733 |
DIMENSIONAL ETF TRUST (DFAC) | 202,937 | +52,819 | $6,484 |
DFAC | 202,937 | +52,819 | $6,484 |
DIMENSIONAL ETF TRUST (DFAS) | 103,457 | +6,153 | $6,450 |
DFAS | 103,457 | +6,153 | $6,450 |
APPLE INC | 34,166 | +1 | $5,859 |
AAPL | 34,166 | +1 | $5,859 |
BERKSHIRE HATHAWAY INC DEL | $5,218 | ||
BRK.B | 12,408 | +346 | $5,218 |
JPMORGAN CHASE & CO | 18,835 | +663 | $3,773 |
JPM | 18,835 | +663 | $3,773 |
ORACLE CORP | 28,086 | -2,331 | $3,528 |
ORCL | 28,086 | -2,331 | $3,528 |
MICROSOFT CORP | 8,061 | -416 | $3,391 |
MSFT | 8,061 | -416 | $3,391 |
ALPHABET INC | 20,535 | -799 | $3,127 |
GOOG | 20,535 | -799 | $3,127 |
HCA HEALTHCARE INC | 9,334 | -593 | $3,113 |
HCA | 9,334 | -593 | $3,113 |
ABBVIE INC | 15,912 | -650 | $2,898 |
ABBV | 15,912 | -650 | $2,898 |
VISA INC | 9,398 | +189 | $2,623 |
V | 9,398 | +189 | $2,623 |
AMGEN INC | 8,997 | +132 | $2,558 |
AMGN | 8,997 | +132 | $2,558 |
COMCAST CORP NEW | 54,051 | +567 | $2,343 |
CMCSA | 54,051 | +567 | $2,343 |
UNITEDHEALTH GROUP INC | 4,729 | +159 | $2,340 |
UNH | 4,729 | +159 | $2,340 |
AMAZON COM INC | 12,248 | +854 | $2,209 |
AMZN | 12,248 | +854 | $2,209 |
CHUBB LIMITED | 8,278 | -624 | $2,145 |
CB | 8,278 | -624 | $2,145 |
COSTCO WHSL CORP NEW | 2,904 | -85 | $2,127 |
COST | 2,904 | -85 | $2,127 |
RTX CORPORATION | 20,923 | -376 | $2,041 |
RTX | 20,923 | -376 | $2,041 |
CHEVRON CORP NEW | 12,364 | -27 | $1,950 |
CVX | 12,364 | -27 | $1,950 |
MEDTRONIC PLC | 21,519 | +3,600 | $1,875 |
MDT | 21,519 | +3,600 | $1,875 |
EOG RES INC | 14,443 | +3,421 | $1,846 |
EOG | 14,443 | +3,421 | $1,846 |
NORTHROP GRUMMAN CORP | 3,800 | +18 | $1,819 |
NOC | 3,800 | +18 | $1,819 |
DOLLAR GEN CORP NEW | 11,578 | +2,388 | $1,807 |
DG | 11,578 | +2,388 | $1,807 |
TRACTOR SUPPLY CO | 6,770 | +27 | $1,772 |
TSCO | 6,770 | +27 | $1,772 |
ELI LILLY & CO | 2,229 | -68 | $1,734 |
LLY | 2,229 | -68 | $1,734 |
DIMENSIONAL ETF TRUST (DFLV) | 56,170 | +6,955 | $1,685 |
DFLV | 56,170 | +6,955 | $1,685 |
ISHARES TR (EFA) | 20,253 | -102 | $1,617 |
EFA | 20,253 | -102 | $1,617 |
CITIGROUP INC | 25,398 | +4,567 | $1,606 |
C | 25,398 | +4,567 | $1,606 |
TEXAS INSTRS INC | 8,471 | +1,224 | $1,476 |
TXN | 8,471 | +1,224 | $1,476 |
REGIONS FINANCIAL CORP NEW | 70,057 | +6 | $1,474 |
RF | 70,057 | +6 | $1,474 |
CAPITAL GROUP GBL GROWTH EQT | 47,645 | -1,415 | $1,372 |
CGGO | 47,645 | -1,415 | $1,372 |
ISHARES TR (IVV) | 2,599 | -3 | $1,366 |
IVV | 2,599 | -3 | $1,366 |
WASTE CONNECTIONS INC | 6,813 | +2,052 | $1,172 |
WCN | 6,813 | +2,052 | $1,172 |
NOVO NORDISK A S | 8,762 | +1,654 | $1,125 |
NVO | 8,762 | +1,654 | $1,125 |
CSX CORP | 29,010 | +4,178 | $1,075 |
CSX | 29,010 | +4,178 | $1,075 |
INVESCO EXCHANGE TRADED FD T (RSP) | 5,914 | +21 | $1,002 |
RSP | 5,914 | +21 | $1,002 |
MARSH & MCLENNAN COS INC | 4,663 | -117 | $961 |
MMC | 4,663 | -117 | $961 |
ISHARES TR (ACWI) | 7,300 | UNCH | $804 |
ACWI | 7,300 | UNCH | $804 |
AON PLC | 2,343 | -14 | $782 |
AON | 2,343 | -14 | $782 |
ALPHABET INC | 5,075 | -92 | $766 |
GOOGL | 5,075 | -92 | $766 |
DANAHER CORPORATION | 3,044 | +70 | $760 |
DHR | 3,044 | +70 | $760 |
MONDELEZ INTL INC | 10,752 | -88 | $753 |
MDLZ | 10,752 | -88 | $753 |
SPDR S&P 500 ETF TR (SPY) | 1,405 | -38 | $735 |
SPY | 1,405 | -38 | $735 |
DIMENSIONAL ETF TRUST (DFEM) | 27,873 | +5,745 | $710 |
DFEM | 27,873 | +5,745 | $710 |
THERMO FISHER SCIENTIFIC INC | 1,184 | +330 | $688 |
TMO | 1,184 | +330 | $688 |
SPDR SER TR (QUS) | 4,568 | +100 | $665 |
QUS | 4,568 | +100 | $665 |
ISHARES TR (IGSB) | 11,970 | -188 | $614 |
IGSB | 11,970 | -188 | $614 |
SHELL PLC | 8,900 | UNCH | $597 |
SHEL | 8,900 | UNCH | $597 |
See Full List: All Stocks Held By Criterion Capital Advisors LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Criterion Capital Advisors LLC
Size ($ in 1000's)
At 03/31/2024: $150,037 At 12/31/2023: $137,677 Criterion Capital Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Criterion Capital Advisors LLC 13F filings. Link to 13F filings: SEC filings |