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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

CRITERION CAPITAL ADVISORS, LLC

Quarter ended Q1 2024 · Filed April 17, 2024 · Accession 0001765884-24-000002

Total Value
$150.0M
Positions
345
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (345)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V799688,375$18.4M12.27%
2GOLDMAN SACHS ETF TRNVGLF343,597$15.7M10.49%
3DIMENSIONAL ETF TRUST25434V708202,937$6.5M4.32%
4DIMENSIONAL ETF TRUST25434V500103,457$6.4M4.30%
5APPLE INCAAPL34,166$5.9M3.90%
6BERKSHIRE HATHAWAY INC DELBRK-A12,408$5.2M3.48%
7JPMORGAN CHASE & COVYLD18,835$3.8M2.51%
8ORACLE CORPORCL-PD28,086$3.5M2.35%
9MICROSOFT CORPMSFT8,061$3.4M2.26%
10ALPHABET INCGOOG20,535$3.1M2.08%
11HCA HEALTHCARE INCHCA9,334$3.1M2.07%
12ABBVIE INCABBV15,912$2.9M1.93%
13VISA INCV9,398$2.6M1.75%
14AMGEN INCAMGN8,997$2.6M1.70%
15COMCAST CORP NEWCCZ54,051$2.3M1.56%
16UNITEDHEALTH GROUP INCUNH4,729$2.3M1.56%
17AMAZON COM INCAMZN12,248$2.2M1.47%
18CHUBB LIMITEDCB8,278$2.1M1.43%
19COSTCO WHSL CORP NEW22160K1052,904$2.1M1.42%
20RTX CORPORATIONRTX20,923$2.0M1.36%
21CHEVRON CORP NEWCVX12,364$2.0M1.30%
22MEDTRONIC PLCMDT21,519$1.9M1.25%
23EOG RES INCEOG14,443$1.8M1.23%
24NORTHROP GRUMMAN CORPNOC3,800$1.8M1.21%
25DOLLAR GEN CORP NEW25667710511,578$1.8M1.20%
26TRACTOR SUPPLY COTSCO6,770$1.8M1.18%
27ELI LILLY & COLLY2,229$1.7M1.16%
28DIMENSIONAL ETF TRUST25434V66656,170$1.7M1.12%
29ISHARES TR46428746520,253$1.6M1.08%
30CITIGROUP INCC-PR25,398$1.6M1.07%
31TEXAS INSTRS INC8825081048,471$1.5M0.98%
32REGIONS FINANCIAL CORP NEWRF-PF70,057$1.5M0.98%
33CAPITAL GROUP GBL GROWTH EQT14020X10447,645$1.4M0.91%
34ISHARES TR4642872002,599$1.4M0.91%
35WASTE CONNECTIONS INCWCN6,813$1.2M0.78%
36NOVO-NORDISK A SNONOF8,762$1.1M0.75%
37CSX CORPCSX29,010$1.1M0.72%
38INVESCO EXCHANGE TRADED FD TIVZ5,914$1.0M0.67%
39MARSH & MCLENNAN COS INC5717481024,663$960,5210.64%
40ISHARES TR4642882577,300$803,9490.54%
41AON PLCAON2,343$781,9190.52%
42ALPHABET INCGOOG5,075$765,9700.51%
43DANAHER CORPORATION2358511023,044$760,2360.51%
44MONDELEZ INTL INC60920710510,752$752,6400.50%
45SPDR S&P 500 ETF TRSPY1,405$735,1020.49%
46DIMENSIONAL ETF TRUST25434V73227,873$710,4900.47%
47THERMO FISHER SCIENTIFIC INCTMO1,184$688,1300.46%
48SPDR SER TR78468R8124,568$665,2380.44%
49ISHARES TR46428864611,970$613,8040.41%
50SHELL PLCRYDAF8,900$596,6560.40%
51ISHARES TR46434V6219,613$558,1310.37%
52NIKE INCNKE5,734$538,8620.36%
53GOLDMAN SACHS GROUP INCGSCE1,188$496,1410.33%
54ISHARES TR4642876141,365$460,0740.31%
55SELECT SECTOR SPDR TR81369Y5064,859$458,6940.31%
56SCHWAB STRATEGIC TR8085246079,052$445,7230.30%
57VANGUARD TAX-MANAGED FDS9219438588,408$421,8300.28%
58EXXON MOBIL CORPXOM3,491$405,8300.27%
59ISHARES TR46434V6138,376$381,8620.25%
60ISHARES TR4642882735,620$355,9150.24%
61ISHARES TR4642875075,372$326,2960.22%
62BUSINESS FIRST BANCSHARES INBFST14,176$315,8420.21%
63INVESCO QQQ TRIVZ658$292,1460.19%
64SPDR GOLD TRGLD1,310$269,4140.18%
65ILLINOIS TOOL WKS INC452308109990$265,6510.18%
66HOME DEPOT INCHD686$263,1610.18%
67ISHARES TR4642888774,701$255,7100.17%
68VALERO ENERGY CORPVLO1,478$252,2680.17%
69ISHARES TR46435G4252,151$247,3350.16%
70JOHNSON & JOHNSONJNJ1,417$224,1560.15%
71DISNEY WALT CO2546871061,798$219,9860.15%
72ISHARES TR46429B6631,911$210,6510.14%
73DIMENSIONAL ETF TRUST25434V1045,660$206,8170.14%
74CISCO SYS INCCSCO3,966$197,9420.13%
75ISHARES TR4642888851,830$189,9480.13%
76Q2 HLDGS INCQTWO3,500$183,9600.12%
77NEXTERA ENERGY INCNEE-PW2,825$180,5460.12%
78ISHARES TR46432F3391,094$179,8570.12%
79INVESCO EXCHANGE TRADED FD TIVZ3,155$178,8260.12%
80PINNACLE FINL PARTNERS INC72346Q1042,000$171,7600.11%
81US BANCORP DELUSB-PS3,593$160,6050.11%
82ISHARES TR46435G4333,892$145,7560.10%
83GRAINGER W W INC384802104141$142,9660.10%
84LOWES COS INC548661107524$133,4790.09%
85DIMENSIONAL ETF TRUST25434V7163,498$120,3670.08%
86PHILLIPS 66PSX735$120,0890.08%
87EATON CORP PLCETN373$116,6300.08%
88ISHARES TR4642885881,231$113,7700.08%
89SPDR SER TR78464A763861$112,9980.08%
90ISHARES INC46434G1032,142$110,5030.07%
91ISHARES TR464287408589$110,0780.07%
92BOEING COBA-PA557$107,5430.07%
93REINSURANCE GRP OF AMERICA I759351604555$107,0490.07%
94RENASANT CORPRNST3,357$105,1420.07%
95BOSTON SCIENTIFIC CORPBSX1,515$103,7630.07%
96ABBOTT LABSABLZF861$97,9150.07%
97VANGUARD SPECIALIZED FUNDS921908844500$91,3050.06%
98ETF SER SOLUTIONS26922A5031,635$88,9540.06%
99PRUDENTIAL FINL INCPUKPF723$84,8810.06%
100BLACKROCK ETF TRUSTBLK1,876$83,2840.06%
101TRIMBLE INCTRMB1,268$81,6090.05%
102ISHARES TR46434V8601,591$80,6480.05%
103FIRST TR EXCHANGE-TRADED FD33733E104910$77,9420.05%
104ADVANCED MICRO DEVICES INCAMD428$77,2500.05%
105CBOE GLOBAL MKTS INC12503M108410$75,3300.05%
106BERKLEY W R CORPWRB-PH845$74,7320.05%
107ISHARES TR464287721552$74,5000.05%
108MERCK & CO INCMRK562$74,1560.05%
109WALMART INCWMT1,212$72,9270.05%
110AMERICAN EXPRESS COAXP320$72,8610.05%
111NORFOLK SOUTHN CORP655844108282$71,8740.05%
112STRYKER CORPORATIONSYK200$71,5740.05%
113SMUCKER J M CO832696405540$67,9700.05%
114ISHARES TR464287432713$67,4650.04%
115ANALOG DEVICES INCADI331$65,4690.04%
116SPDR S&P MIDCAP 400 ETF TRMDY114$63,4300.04%
117STARBUCKS CORPSBUX667$60,9900.04%
118KIMBERLY-CLARK CORPKMB470$60,7950.04%
119FIDELITY NATL INFORMATION SV31620M106804$59,6410.04%
120SCHWAB STRATEGIC TR8085248472,935$59,5780.04%
121BLACKROCK INCBLK70$58,3590.04%
122VANGUARD INDEX FDS922908363121$58,1650.04%
123AIR PRODS & CHEMS INCAIIR239$57,9030.04%
124MCDONALDS CORPMCD205$57,8000.04%
125SCHWAB CHARLES CORPSCHW-PJ799$57,8000.04%
126VANGUARD INDEX FDS922908629230$57,4680.04%
127VANGUARD INDEX FDS922908751250$57,1480.04%
128PROGRESSIVE CORP743315103275$56,8760.04%
129PHILIP MORRIS INTL INC718172109600$54,9720.04%
130J P MORGAN EXCHANGE TRADED F46641Q6701,162$54,2020.04%
131ISHARES TR464287788565$54,0760.04%
132VANGUARD WHITEHALL FDS921946406437$52,8730.04%
133TE CONNECTIVITY LTDTEL362$52,5770.04%
134META PLATFORMS INCMETA108$52,4430.03%
135ISHARES TR464287804474$52,3870.03%
136FASTENAL COFAST640$49,3700.03%
137NVR INCNVR6$48,6000.03%
138ATMOS ENERGY CORPATO403$47,8550.03%
139DIMENSIONAL ETF TRUST25434V6901,417$47,7110.03%
140TRINITY INDS INC8965221091,660$46,2310.03%
141TESLA INCTSLA251$44,0530.03%
142PIONEER NAT RES CO723787107165$43,3130.03%
143KEYCORP4932671082,705$42,7700.03%
144PFIZER INCPFE1,530$42,4660.03%
145LOCKHEED MARTIN CORPLMT91$41,3940.03%
146CROWN CASTLE INCCCI390$41,3090.03%
147OLD SECOND BANCORP INC ILLOSBC2,984$41,2990.03%
148LENNAR CORPLEN-B240$41,2760.03%
149ISHARES TR464287242374$40,7370.03%
150REGENERON PHARMACEUTICALSREGN42$40,4250.03%
151PAYPAL HLDGS INCPYPL600$40,1940.03%
152TRUIST FINL CORP89832Q1091,024$39,9160.03%
153PEPSICO INCPEP228$39,9030.03%
154PAYCHEX INCPAYX324$39,7880.03%
155PNC FINL SVCS GROUP INC693475105244$39,4310.03%
156ISHARES TR46432F842531$39,4110.03%
157ISHARES INC46434G764672$38,6660.03%
158UNITED PARCEL SERVICE INCUPS253$37,6040.03%
159MASTERCARD INCORPORATEDMA78$37,5860.03%
160GENERAL ELECTRIC CO369604301212$37,2130.02%
161OCCIDENTAL PETE CORP674599105570$37,0450.02%
162PROCTER AND GAMBLE CO742718109228$36,9930.02%
163J P MORGAN EXCHANGE TRADED F46641Q845805$36,3860.02%
164BANK AMERICA CORP060505104958$36,3280.02%
165DIAGEO PLCDGEAF237$35,2520.02%
166TOYOTA MOTOR CORPTOYOF140$35,2360.02%
167ISHARES TR464287457430$35,1660.02%
168ISHARES TR464287499416$34,9820.02%
169AFLAC INCAFL400$34,3440.02%
170ARCOSA INCACA400$34,3440.02%
171CORECIVIC INCCXW2,200$34,3420.02%
172TARGET CORPTGT184$32,6070.02%
173DIMENSIONAL ETF TRUST25434V682996$32,0720.02%
174ISHARES TR46435U713733$31,7720.02%
175VANGUARD WORLD FD921910816109$31,2410.02%
176OTIS WORLDWIDE CORPOTIS314$31,1290.02%
177CINCINNATI FINL CORP172062101250$31,0430.02%
178KIMCO RLTY CORP49446R1091,560$30,5920.02%
179NVIDIA CORPORATIONNVDA33$30,2070.02%
180EQUINIX INCEQIX36$29,7120.02%
181LINDE PLCLIN62$28,7880.02%
182FACTSET RESH SYS INC30307510563$28,6270.02%
183DOMINION ENERGY INCD579$28,4820.02%
184ALTRIA GROUP INCMO649$28,3100.02%
185NUCOR CORPNUE142$28,1020.02%
186MCKESSON CORPMCK50$26,8430.02%
187CORTEVA INCCTVA463$26,7020.02%
188BROADCOM INCAVGO20$26,5090.02%
189VERIZON COMMUNICATIONS INCVZ631$26,4770.02%
190DELTA AIR LINES INC DELDAL550$26,3290.02%
191ISHARES TR464287341601$25,8160.02%
192VANGUARD WORLD FD921910709330$25,2780.02%
193CHESAPEAKE ENERGY CORPEXE280$24,8730.02%
194BLACKROCK ETF TRUST IIBLK460$24,1320.02%
195ISHARES TR464287176224$24,0600.02%
196VONTIER CORPORATIONVNT500$22,6800.02%
197GENERAL DYNAMICS CORPGD80$22,6000.02%
198DAVITA INCDVA160$22,0880.01%
199XCEL ENERGY INCXELLL396$21,2850.01%
200DIAMONDBACK ENERGY INCFANG105$20,8080.01%
201ISHARES TR464287291270$20,1990.01%
202FLUOR CORP NEWFLR460$19,4490.01%
203ONEOK INC NEWOKE240$19,2410.01%
204CASEYS GEN STORES INC14752810360$19,1070.01%
205ALLIANT ENERGY CORPLNT374$18,8500.01%
206COCA COLA COKO300$18,3540.01%
207ASML HOLDING N VASMLF18$17,4690.01%
208OLD NATL BANCORP IND6800331071,000$17,4100.01%
209ULTA BEAUTY INCULTA33$17,2560.01%
210HUBBELL INCHUBB41$17,0180.01%
211BOOZ ALLEN HAMILTON HLDG CORBAH113$16,7740.01%
212MFS MULTIMARKET INCOME TRMMT3,575$16,5530.01%
213DUPONT DE NEMOURS INCDD213$16,3310.01%
214ISHARES TR464288281178$15,9620.01%
215FIRST AMERN FINL CORP31847R102257$15,6900.01%
216LULULEMON ATHLETICA INCLULU40$15,6260.01%
217M & T BK CORP55261F104107$15,5630.01%
218CRH PLCCRH179$15,4410.01%
219TRANE TECHNOLOGIES PLCTT51$15,3110.01%
220SMITH A O CORPAOS170$15,2090.01%
221WATSCO INCWSO-B35$15,1190.01%
222EVERSOURCE ENERGYES248$14,8230.01%
223HERSHEY COHSY76$14,7820.01%
224AT&T INCT-PC820$14,4320.01%
225BWX TECHNOLOGIES INCBWXT140$14,3670.01%
226AVERY DENNISON CORPAVY64$14,2880.01%
227EXPEDITORS INTL WASH INC302130109116$14,1030.01%
228TIMKEN COTKR160$13,9890.01%
229INTUITIVE SURGICAL INCISRG35$13,9690.01%
230HOWMET AEROSPACE INCHWM201$13,7550.01%
231MARKEL GROUP INCMKL9$13,6940.01%
232MARRIOTT INTL INC NEW57190320254$13,6250.01%
233FORD MTR CO DEL3453708601,001$13,2940.01%
234CHARTER COMMUNICATIONS INC N16119P10845$13,0790.01%
235SUN CMNTYS INC866674104101$12,9870.01%
236CONOCOPHILLIPSCOP102$12,9830.01%
237ISHARES TR46428759871$12,7170.01%
238SALESFORCE INCCRM42$12,6500.01%
239GLOBE LIFE INCGL-PD105$12,2190.01%
240GENUINE PARTS COGPC78$12,0850.01%
241ALIBABA GROUP HLDG LTDBBAAY163$11,7950.01%
242DOW INCDOW200$11,5860.01%
243TD SYNNEX CORPORATIONSNX102$11,5370.01%
244SPDR SER TR78464A854187$11,5070.01%
245LAMAR ADVERTISING CO NEWLAMR96$11,4640.01%
246GARTNER INCIT24$11,4410.01%
247KELLANOVABEKE198$11,3440.01%
248LKQ CORPLKQ212$11,3230.01%
249METLIFE INCMET-PF152$11,2890.01%
250PORTLAND GEN ELEC CO736508847267$11,2140.01%
251MICRON TECHNOLOGY INCMU95$11,2000.01%
252SYSCO CORPSYY134$10,8790.01%
253BROADRIDGE FINL SOLUTIONS IN11133T10353$10,8580.01%
254BAIDU INCBAIDF100$10,5280.01%
255MID-AMER APT CMNTYS INC59522J10380$10,5270.01%
256SS&C TECHNOLOGIES HLDGS INCSSNC160$10,3000.01%
257ALEXANDRIA REAL ESTATE EQ IN01527110979$10,1840.01%
258NATIONAL STORAGE AFFILIATESNSA-PB260$10,1820.01%
259AMERICOLD REALTY TRUST INCCOLD400$9,9680.01%
260KLA CORPKLAC14$9,7800.01%
261TJX COS INC NEW87254010995$9,6350.01%
262ADOBE INCADBE19$9,5880.01%
263SEAGATE TECHNOLOGY HLDNGS PLSE101$9,4060.01%
264BIO RAD LABS INC09057220727$9,3390.01%
265AUTODESK INCADSK35$9,1150.01%
266AMERICAN INTL GROUP INC026874784116$9,0680.01%
267CHARLES RIV LABS INTL INC15986410733$8,9420.01%
268CHIPOTLE MEXICAN GRILL INCCMG3$8,7210.01%
269QUALCOMM INCQCOM50$8,4650.01%
270SERVICENOW INCNOW11$8,3870.01%
271FERGUSON PLC NEWG3421J10638$8,3010.01%
272HALLIBURTON COHAL210$8,2790.01%
273WELLS FARGO CO NEW949746101132$7,6510.01%
274ENTERGY CORP NEWENO72$7,6090.01%
275ADVANCE AUTO PARTS INCAAP89$7,5740.01%
276SOUTHERN COSOMN101$7,2720.00%
277CONSTELLATION ENERGY CORPCEG38$7,0250.00%
278GLOBUS MED INCGMED128$6,8660.00%
279HILTON WORLDWIDE HLDGS INCHLT31$6,6130.00%
280UNION PAC CORPUNP25$6,1490.00%
281GILEAD SCIENCES INCGILD76$5,5670.00%
282SHERWIN WILLIAMS COSHW16$5,5580.00%
283CATERPILLAR INCCAT15$5,4970.00%
284NETFLIX INCNFLX9$5,4660.00%
285ENBRIDGE INCENNPF147$5,3190.00%
286ITT INCITT38$5,1700.00%
287AMERICAN TOWER CORP NEW03027X10026$5,1380.00%
288CARRIER GLOBAL CORPORATIONCARR87$5,0580.00%
289GERMAN AMERN BANCORP INC373865104133$4,6050.00%
290MERCADOLIBRE INCMELI3$4,5360.00%
291NOVARTIS AGNVSEF45$4,3530.00%
292CENTERPOINT ENERGY INCCNP150$4,2740.00%
293ASTRAZENECA PLCAZN59$3,9980.00%
294MSCI INCMSCI7$3,9240.00%
295FEDEX CORPFDX13$3,7670.00%
296GALLAGHER ARTHUR J & CO36357610915$3,7510.00%
297TRANSDIGM GROUP INCTDG3$3,6950.00%
298BRISTOL-MYERS SQUIBB COCELG-RI68$3,6880.00%
299AMETEK INCAME20$3,6580.00%
300ELEVANCE HEALTH INCELV7$3,6300.00%
301ANNALY CAPITAL MANAGEMENT INNLY-PJ181$3,5640.00%
302SEMPRASREA48$3,4480.00%
303GE HEALTHCARE TECHNOLOGIES IGEHC35$3,1820.00%
304CNA FINL CORP12611710070$3,1800.00%
305CHURCH & DWIGHT CO INCCHD30$3,1300.00%
306CRACKER BARREL OLD CTRY STOR22410J10642$3,0550.00%
307UNITED AIRLS HLDGS INCUNTCW63$3,0170.00%
308MARRIOTT VACATIONS WORLDWIDEVAC28$3,0170.00%
309PG&E CORPPCG-PX175$2,9330.00%
310SOUTHWEST AIRLS CO844741108100$2,9190.00%
311YUM BRANDS INCYUM20$2,7730.00%
312ATLASSIAN CORPORATIONTEAM14$2,7320.00%
313CONSTELLATION BRANDS INCSTZ10$2,7180.00%
314EQUIFAX INCEFX10$2,6760.00%
315STATE STR CORPSTT-PG33$2,5520.00%
316TAKE-TWO INTERACTIVE SOFTWARTTWO17$2,5250.00%
317TELADOC HEALTH INCTDOC166$2,5070.00%
318ANHEUSER BUSCH INBEV SA/NVBUDFF40$2,4320.00%
319HEALTHCARE RLTY TR42226K105170$2,4060.00%
320VERALTO CORPVLTO27$2,3940.00%
321ATI INCATI46$2,3540.00%
322SAIA INCSAIA4$2,3400.00%
323HENRY JACK & ASSOC INC42628110113$2,2590.00%
324APPLIED MATLS INC03822210510$2,0630.00%
325ELECTRONIC ARTS INCEA15$1,9910.00%
326ROYAL CARIBBEAN GROUPV7780T10314$1,9470.00%
327NEURONETICS INCSTIM400$1,9040.00%
328LAUDER ESTEE COS INC51843910410$1,5420.00%
329ARAMARKARMK44$1,4310.00%
330TOLL BROTHERS INCTOL10$1,2940.00%
331SL GREEN RLTY CORP78440X88722$1,2130.00%
332WARNER BROS DISCOVERY INCWBD121$1,0570.00%
333ALNYLAM PHARMACEUTICALS INCALNY7$1,0470.00%
334EQT CORPEQT20$7420.00%
335HEWLETT PACKARD ENTERPRISE CHPE-PC36$6390.00%
336SYNOVUS FINL CORP87161C50112$4810.00%
337RIVIAN AUTOMOTIVE INCRIVN40$4380.00%
338VANGUARD SCOTTSDALE FDS92206C6805$4340.00%
339LOUISIANA PAC CORPLPX4$3360.00%
340INVESCO EXCH TRADED FD TR IIIVZ6$3350.00%
341CARNIVAL CORPCUKPF19$3110.00%
342BROOKFIELD INFRASTRUCTURE COBIPC7$2530.00%
343CHEESECAKE FACTORY INCCAKE5$1810.00%
344CRONOS GROUP INCCRON60$1570.00%
345SHF HOLDINGS INCSHFSW500$380.00%