0001765884-24-000001.txt : 20240201 0001765884-24-000001.hdr.sgml : 20240201 20240131173800 ACCESSION NUMBER: 0001765884-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240201 DATE AS OF CHANGE: 20240131 EFFECTIVENESS DATE: 20240201 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CRITERION CAPITAL ADVISORS, LLC CENTRAL INDEX KEY: 0001765884 ORGANIZATION NAME: IRS NUMBER: 760802590 STATE OF INCORPORATION: TN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23570 FILM NUMBER: 24584120 BUSINESS ADDRESS: STREET 1: 4515 HARDING PIKE STREET 2: SUITE 300 CITY: NASHVILLE STATE: TN ZIP: 37205 BUSINESS PHONE: 615-292-6889 MAIL ADDRESS: STREET 1: 4515 HARDING PIKE STREET 2: SUITE 300 CITY: NASHVILLE STATE: TN ZIP: 37205 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001765884 XXXXXXXX 12-31-2023 12-31-2023 CRITERION CAPITAL ADVISORS, LLC

4515 HARDING PIKE SUITE 300 NASHVILLE TN 37205

13F HOLDINGS REPORT 028-23570 000295954 801-113152 N SCOTT A. FREEMAN 615-292-6889 SCOTT A. 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3035 3 SH SOLE 0 0 3 TRIMBLE INC COM 896239100 66766 1255 SH SOLE 0 0 1255 TRINITY INDS INC COM 896522109 76126 2863 SH SOLE 0 0 2863 TRUIST FINL CORP COM 89832Q109 37807 1024 SH SOLE 0 0 1024 ULTA BEAUTY INC COM 90384S303 16170 33 SH SOLE 0 0 33 UNDER ARMOUR INC CL C 904311206 1002 120 SH SOLE 0 0 120 UNILEVER PLC SPON ADR NEW 904767704 10545 218 SH SOLE 0 0 218 UNION PAC CORP COM 907818108 6141 25 SH SOLE 0 0 25 UNITED AIRLS HLDGS INC COM 910047109 2600 63 SH SOLE 0 0 63 UNITED PARCEL SERVICE INC CL B 911312106 41824 266 SH SOLE 0 0 266 UNITEDHEALTH GROUP INC COM 91324P102 2405985 4570 SH SOLE 0 0 4570 US BANCORP DEL COM NEW 902973304 162902 3764 SH SOLE 0 0 3764 VALERO ENERGY CORP COM 91913Y100 275981 2123 SH SOLE 0 0 2123 VANGUARD INDEX FDS MID CAP ETF 922908629 53508 230 SH SOLE 0 0 230 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 52853 121 SH SOLE 0 0 121 VANGUARD INDEX FDS SMALL CP ETF 922908751 53333 250 SH SOLE 0 0 250 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 85200 500 SH SOLE 0 0 500 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 371561 7757 SH SOLE 0 0 7757 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 48783 437 SH SOLE 0 0 437 VANGUARD WORLD FD EXTENDED DUR 921910709 26740 330 SH SOLE 0 0 330 VANGUARD WORLD FD MEGA GRWTH IND 921910816 37370 144 SH SOLE 0 0 144 VERIZON COMMUNICATIONS INC COM 92343V104 25033 664 SH SOLE 0 0 664 VISA INC COM CL A 92826C839 2397639 9209 SH SOLE 0 0 9209 VONTIER CORPORATION COM 928881101 17275 500 SH SOLE 0 0 500 WALMART INC COM 931142103 63691 404 SH SOLE 0 0 404 WARNER BROS DISCOVERY INC COM SER A 934423104 2242 197 SH SOLE 0 0 197 WASTE CONNECTIONS INC COM 94106B101 710610 4761 SH SOLE 0 0 4761 WATERS CORP COM 941848103 8560 26 SH SOLE 0 0 26 WATSCO INC COM 942622200 18853 44 SH SOLE 0 0 44 WELLS FARGO CO NEW COM 949746101 4430 90 SH SOLE 0 0 90 WILEY JOHN & SONS INC CL A 968223206 9522 300 SH SOLE 0 0 300 XCEL ENERGY INC COM 98389B100 24517 396 SH SOLE 0 0 396 YUM BRANDS INC COM 988498101 3398 26 SH SOLE 0 0 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