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Meadow Creek Wealth Advisors LLC Top Holdings and 13F Report (2025)

About Meadow Creek Wealth Advisors LLC

Investment Activity

  • Meadow Creek Wealth Advisors LLC has $148.12 million in total holdings as of June 30, 2025.
  • Meadow Creek Wealth Advisors LLC owns shares of 142 different stocks, but just 54 companies or ETFs make up 80% of its holdings.
  • Approximately 6.38% of the portfolio was purchased this quarter.
  • About 2.71% of the portfolio was sold this quarter.
  • This quarter, Meadow Creek Wealth Advisors LLC has purchased 132 new stocks and bought additional shares in 52 stocks.
  • Meadow Creek Wealth Advisors LLC sold shares of 58 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Sonoco Products
$10,410,230
CocaCola
$10,185,665
NVIDIA
$6,470,671
Microsoft
$6,121,067

Largest New Holdings this Quarter

172908105 - Cintas
$473,599 Holding
29476L107 - Equity Residential
$408,719 Holding
718172109 - Philip Morris International
$369,360 Holding
874039100 - Taiwan Semiconductor Manufacturing
$262,955 Holding
512807306 - LAM RESEARCH CORPORATION COM NEW
$258,924 Holding

Largest Purchases this Quarter

Eli Lilly and Company
2,237 shares (about $1.74M)
Regions Financial
21,293 shares (about $500.81K)
Cintas
2,125 shares (about $473.60K)
Equity Residential
6,056 shares (about $408.72K)
Philip Morris International
2,028 shares (about $369.36K)

Largest Sales this Quarter

CME Group
1,242 shares (about $342.34K)
Alphabet
1,086 shares (about $191.39K)
iShares Core S&P Mid-Cap ETF
2,860 shares (about $177.38K)
Netflix
131 shares (about $175.43K)
Alphabet
765 shares (about $135.70K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMeadow Creek Wealth Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$12,770,671$116,729 0.9%20,5688.6%ETF
Sonoco Products Company stock logo
SON
Sonoco Products
$10,410,2300.0%238,9867.0%Industrials
CocaCola Company (The) stock logo
KO
CocaCola
$10,185,665$37,073 0.4%143,9676.9%Consumer Staples
NVIDIA Corporation stock logo
NVDA
NVIDIA
$6,470,671$271,270 4.4%40,9564.4%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$6,121,067$262,132 4.5%12,3064.1%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$4,891,685$269,861 5.8%17,7463.3%Computer and Technology
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$4,507,367$183,910 4.3%79,2853.0%ETF
Apple Inc. stock logo
AAPL
Apple
$3,987,057$26,672 -0.7%19,4332.7%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,461,330$23,483 -0.7%11,9392.3%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$3,086,939$1,743,809 129.8%3,9602.1%Medical
Walmart Inc. stock logo
WMT
Walmart
$2,873,001$15,156 0.5%29,3821.9%Retail/Wholesale
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$2,650,496$164,111 6.6%14,5841.8%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,555,455$124,833 -4.7%11,6481.7%Retail/Wholesale
Principal Spectrum Preferred Securities Active ETF stock logo
PREF
Principal Spectrum Preferred Securities Active ETF
$2,474,352$317,975 14.7%130,4351.7%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,384,031$27,309 1.2%3,2301.6%Computer and Technology
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$2,284,679$14,211 0.6%25,0791.5%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$2,089,587$25,299 -1.2%5,6991.4%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$1,810,108$93,381 -4.9%5,0981.2%Business Services
Eaton Corporation, PLC stock logo
ETN
Eaton
$1,748,022$90,667 -4.9%4,8971.2%Industrials
Netflix, Inc. stock logo
NFLX
Netflix
$1,647,130$175,426 -9.6%1,2301.1%Consumer Discretionary
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,461,283$37,440 -2.5%9,1721.0%Consumer Staples
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$1,427,703$268,422 23.2%13,2441.0%Energy
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,390,102$191,386 -12.1%7,8880.9%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,373,4720.0%1,3870.9%Retail/Wholesale
Chubb Limited stock logo
CB
Chubb
$1,254,622$15,936 -1.3%4,3300.8%Finance
Bank of America Corporation stock logo
BAC
Bank of America
$1,153,946$16,089 1.4%24,3860.8%Finance
McDonald's Corporation stock logo
MCD
McDonald's
$1,131,833$29,800 2.7%3,8740.8%Retail/Wholesale
Transdigm Group Incorporated stock logo
TDG
Transdigm Group
$1,127,725$37,996 -3.3%7420.8%Aerospace
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,110,704$3,469 0.3%16,0090.7%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,061,918$46,131 -4.2%6,9520.7%Medical
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$1,020,733$8,828 -0.9%2,4280.7%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$1,000,492$90,026 9.9%5,3900.7%Medical
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$931,469$115,652 -11.0%11,7670.6%Medical
First Trust Long/Short Equity ETF stock logo
FTLS
First Trust Long/Short Equity ETF
$882,783$52,162 6.3%13,3190.6%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$853,069$135,703 -13.7%4,8090.6%Computer and Technology
Salesforce Inc. stock logo
CRM
Salesforce
$852,974$115,893 -12.0%3,1280.6%Computer and Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$781,757$52,176 7.2%2,6520.5%Computer and Technology
Chevron Corporation stock logo
CVX
Chevron
$742,154$12,171 -1.6%5,1830.5%Energy
Mastercard Incorporated stock logo
MA
Mastercard
$731,550$5,057 -0.7%1,3020.5%Business Services
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$728,937$75,794 -9.4%2,3370.5%Medical
Regions Financial Corporation stock logo
RF
Regions Financial
$721,241$500,811 227.2%30,6650.5%Finance
Union Pacific Corporation stock logo
UNP
Union Pacific
$711,118$132,285 -15.7%3,0910.5%Transportation
RTX Corporation stock logo
RTX
RTX
$699,290$32,270 4.8%4,7890.5%Aerospace
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$673,742$17,275 -2.5%4,0560.5%Energy
Honeywell International Inc. stock logo
HON
Honeywell International
$654,393$7,219 1.1%2,8100.4%Multi-Sector Conglomerates
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$646,807$177,377 -21.5%10,4290.4%ETF
Emerson Electric Co. stock logo
EMR
Emerson Electric
$643,0510.0%4,8230.4%Industrials
AT&T Inc. stock logo
T
AT&T
$642,526$24,686 4.0%22,2020.4%Computer and Technology
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$641,869$9,871 1.6%2,2760.4%Basic Materials
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$639,313$8,327 1.3%2,0730.4%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$620,574$54,129 9.6%4,5630.4%Medical
Oracle Corporation stock logo
ORCL
Oracle
$614,788$14,648 2.4%2,8120.4%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$610,654$13,587 -2.2%1,5730.4%Industrials
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$574,642$5,885 -1.0%13,2800.4%Computer and Technology
The Allstate Corporation stock logo
ALL
Allstate
$561,051$805 0.1%2,7870.4%Finance
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$550,016$14,176 -2.5%9700.4%Computer and Technology
Intuit Inc. stock logo
INTU
Intuit
$544,252$6,301 -1.1%6910.4%Computer and Technology
American Express Company stock logo
AXP
American Express
$527,5930.0%1,6540.4%Finance
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$521,055$9,540 -1.8%2,8400.4%Finance
Amgen Inc. stock logo
AMGN
Amgen
$519,051$4,188 -0.8%1,8590.4%Medical
Starbucks Corporation stock logo
SBUX
Starbucks
$512,028$95,387 -15.7%5,5880.3%Retail/Wholesale
CME Group Inc. stock logo
CME
CME Group
$489,534$342,343 -41.2%1,7760.3%Finance
Cintas Corporation stock logo
CTAS
Cintas
$473,599$473,599 New Holding2,1250.3%Business Services
Comcast Corporation stock logo
CMCSA
Comcast
$462,502$7,031 -1.5%12,9590.3%Consumer Discretionary
Medtronic PLC stock logo
MDT
Medtronic
$460,289$8,892 2.0%5,2800.3%Medical
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$447,298$25,479 6.0%6320.3%Finance
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$446,406$159 0.0%2,8030.3%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$445,042$43,202 10.8%1,4010.3%Auto/Tires/Trucks
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
$429,8500.0%10,4510.3%Finance
KLA Corporation stock logo
KLAC
KLA
$424,581$12,540 -2.9%4740.3%Computer and Technology
Equinix, Inc. stock logo
EQIX
Equinix
$421,599$3,182 -0.7%5300.3%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$414,540$618 0.1%6710.3%Finance
Equity Residential stock logo
EQR
Equity Residential
$408,719$408,719 New Holding6,0560.3%Finance
Analog Devices, Inc. stock logo
ADI
Analog Devices
$406,538$19,994 5.2%1,7080.3%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$405,0050.0%7130.3%ETF
Brookfield Corporation stock logo
BN
Brookfield
$404,032$13,299 -3.2%6,5320.3%Finance
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$394,669$602 -0.2%8,5260.3%Medical
Morgan Stanley stock logo
MS
Morgan Stanley
$394,267$9,719 2.5%2,7990.3%Finance
Western Asset Investment Grade Income Fund Inc. stock logo
PAI
Western Asset Investment Grade Income Fund
$379,8730.0%29,2660.3%Finance
Philip Morris International Inc. stock logo
PM
Philip Morris International
$369,360$369,360 New Holding2,0280.2%Consumer Staples
iShares Broad USD Investment Grade Corporate Bond ETF stock logo
USIG
iShares Broad USD Investment Grade Corporate Bond ETF
$368,2590.0%7,1590.2%Manufacturing
NXP Semiconductors N.V. stock logo
NXPI
NXP Semiconductors
$367,063$9,614 -2.6%1,6800.2%Computer and Technology
iShares Aaa - A Rated Corporate Bond ETF stock logo
QLTA
iShares Aaa - A Rated Corporate Bond ETF
$364,7800.0%7,6250.2%ETF
AutoZone, Inc. stock logo
AZO
AutoZone
$363,799$37,122 -9.3%980.2%Retail/Wholesale
S&P Global Inc. stock logo
SPGI
S&P Global
$360,139$4,218 -1.2%6830.2%Finance
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$357,6160.0%3,6050.2%Finance
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$357,5480.0%3,2620.2%Finance
The Progressive Corporation stock logo
PGR
Progressive
$357,363$45,104 -11.2%1,3390.2%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$357,273$59,401 19.9%2,8810.2%Consumer Discretionary
Danaher Corporation stock logo
DHR
Danaher
$353,241$18,373 -4.9%1,7880.2%Medical
Target Corporation stock logo
TGT
Target
$350,010$2,466 -0.7%3,5480.2%Retail/Wholesale
LINDE PLC SHS
$348,8400.0%7440.2%Foreign Ordinary Shares
Spotify Technology stock logo
SPOT
Spotify Technology
$347,605$39,134 -10.1%4530.2%Computer and Technology
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$343,2280.0%12,9520.2%ETF
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$334,850$1,389 -0.4%7230.2%Aerospace
American Tower Corporation stock logo
AMT
American Tower
$331,509$4,420 -1.3%1,5000.2%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$331,156$6,734 -2.0%2,5080.2%Consumer Staples
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$330,274$10,034 3.1%3,1270.2%Construction
Pfizer Inc. stock logo
PFE
Pfizer
$329,616$824 0.3%13,5980.2%Medical
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$323,206$299,141 1,243.1%3,5860.2%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
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