Meadow Creek Wealth Advisors LLC Top Holdings and 13F Report (2025) About Meadow Creek Wealth Advisors LLCInvestment ActivityMeadow 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 iShares Core S&P 500 ETF $12,770,671Sonoco Products $10,410,230CocaCola $10,185,665NVIDIA $6,470,671Microsoft $6,121,067 Largest New Holdings this Quarter 172908105 - Cintas $473,599 Holding29476L107 - Equity Residential $408,719 Holding718172109 - Philip Morris International $369,360 Holding874039100 - Taiwan Semiconductor Manufacturing $262,955 Holding512807306 - 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 TimeMap of 500 Largest Holdings ofMeadow Creek Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$12,770,671$116,729 ▲0.9%20,5688.6%ETFSONSonoco Products$10,410,2300.0%238,9867.0%IndustrialsKOCocaCola$10,185,665$37,073 ▲0.4%143,9676.9%Consumer StaplesNVDANVIDIA$6,470,671$271,270 ▲4.4%40,9564.4%Computer and TechnologyMSFTMicrosoft$6,121,067$262,132 ▲4.5%12,3064.1%Computer and TechnologyAVGOBroadcom$4,891,685$269,861 ▲5.8%17,7463.3%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$4,507,367$183,910 ▲4.3%79,2853.0%ETFAAPLApple$3,987,057$26,672 ▼-0.7%19,4332.7%Computer and TechnologyJPMJPMorgan Chase & Co.$3,461,330$23,483 ▼-0.7%11,9392.3%FinanceLLYEli Lilly and Company$3,086,939$1,743,809 ▲129.8%3,9602.1%MedicalWMTWalmart$2,873,001$15,156 ▲0.5%29,3821.9%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$2,650,496$164,111 ▲6.6%14,5841.8%ETFAMZNAmazon.com$2,555,455$124,833 ▼-4.7%11,6481.7%Retail/WholesalePREFPrincipal Spectrum Preferred Securities Active ETF$2,474,352$317,975 ▲14.7%130,4351.7%ETFMETAMeta Platforms$2,384,031$27,309 ▲1.2%3,2301.6%Computer and TechnologyAVUVAvantis U.S. Small Cap Value ETF$2,284,679$14,211 ▲0.6%25,0791.5%ETFHDHome Depot$2,089,587$25,299 ▼-1.2%5,6991.4%Retail/WholesaleVVisa$1,810,108$93,381 ▼-4.9%5,0981.2%Business ServicesETNEaton$1,748,022$90,667 ▼-4.9%4,8971.2%IndustrialsNFLXNetflix$1,647,130$175,426 ▼-9.6%1,2301.1%Consumer DiscretionaryPGProcter & Gamble$1,461,283$37,440 ▼-2.5%9,1721.0%Consumer StaplesXOMExxon Mobil$1,427,703$268,422 ▲23.2%13,2441.0%EnergyGOOGLAlphabet$1,390,102$191,386 ▼-12.1%7,8880.9%Computer and TechnologyCOSTCostco Wholesale$1,373,4720.0%1,3870.9%Retail/WholesaleCBChubb$1,254,622$15,936 ▼-1.3%4,3300.8%FinanceBACBank of America$1,153,946$16,089 ▲1.4%24,3860.8%FinanceMCDMcDonald's$1,131,833$29,800 ▲2.7%3,8740.8%Retail/WholesaleTDGTransdigm Group$1,127,725$37,996 ▼-3.3%7420.8%AerospaceCSCOCisco Systems$1,110,704$3,469 ▲0.3%16,0090.7%Computer and TechnologyJNJJohnson & Johnson$1,061,918$46,131 ▼-4.2%6,9520.7%MedicalMSIMotorola Solutions$1,020,733$8,828 ▼-0.9%2,4280.7%Computer and TechnologyABBVAbbVie$1,000,492$90,026 ▲9.9%5,3900.7%MedicalMRKMerck & Co., Inc.$931,469$115,652 ▼-11.0%11,7670.6%MedicalFTLSFirst Trust Long/Short Equity ETF$882,783$52,162 ▲6.3%13,3190.6%ETFGOOGAlphabet$853,069$135,703 ▼-13.7%4,8090.6%Computer and TechnologyCRMSalesforce$852,974$115,893 ▼-12.0%3,1280.6%Computer and TechnologyIBMInternational Business Machines$781,757$52,176 ▲7.2%2,6520.5%Computer and TechnologyCVXChevron$742,154$12,171 ▼-1.6%5,1830.5%EnergyMAMastercard$731,550$5,057 ▼-0.7%1,3020.5%Business ServicesUNHUnitedHealth Group$728,937$75,794 ▼-9.4%2,3370.5%MedicalRFRegions Financial$721,241$500,811 ▲227.2%30,6650.5%FinanceUNPUnion Pacific$711,118$132,285 ▼-15.7%3,0910.5%TransportationRTXRTX$699,290$32,270 ▲4.8%4,7890.5%AerospaceMPCMarathon Petroleum$673,742$17,275 ▼-2.5%4,0560.5%EnergyHONHoneywell International$654,393$7,219 ▲1.1%2,8100.4%Multi-Sector ConglomeratesIJHiShares Core S&P Mid-Cap ETF$646,807$177,377 ▼-21.5%10,4290.4%ETFEMREmerson Electric$643,0510.0%4,8230.4%IndustrialsTAT&T$642,526$24,686 ▲4.0%22,2020.4%Computer and TechnologyAPDAir Products and Chemicals$641,869$9,871 ▲1.6%2,2760.4%Basic MaterialsADPAutomatic Data Processing$639,313$8,327 ▲1.3%2,0730.4%Computer and TechnologyABTAbbott Laboratories$620,574$54,129 ▲9.6%4,5630.4%MedicalORCLOracle$614,788$14,648 ▲2.4%2,8120.4%Computer and TechnologyCATCaterpillar$610,654$13,587 ▼-2.2%1,5730.4%IndustrialsVZVerizon Communications$574,642$5,885 ▼-1.0%13,2800.4%Computer and TechnologyALLAllstate$561,051$805 ▲0.1%2,7870.4%FinanceROPRoper Technologies$550,016$14,176 ▼-2.5%9700.4%Computer and TechnologyINTUIntuit$544,252$6,301 ▼-1.1%6910.4%Computer and TechnologyAXPAmerican Express$527,5930.0%1,6540.4%FinanceICEIntercontinental Exchange$521,055$9,540 ▼-1.8%2,8400.4%FinanceAMGNAmgen$519,051$4,188 ▼-0.8%1,8590.4%MedicalSBUXStarbucks$512,028$95,387 ▼-15.7%5,5880.3%Retail/WholesaleCMECME Group$489,534$342,343 ▼-41.2%1,7760.3%FinanceCTASCintas$473,599$473,599 ▲New Holding2,1250.3%Business ServicesCMCSAComcast$462,502$7,031 ▼-1.5%12,9590.3%Consumer DiscretionaryMDTMedtronic$460,289$8,892 ▲2.0%5,2800.3%MedicalGSThe Goldman Sachs Group$447,298$25,479 ▲6.0%6320.3%FinanceQCOMQUALCOMM$446,406$159 ▲0.0%2,8030.3%Computer and TechnologyTSLATesla$445,042$43,202 ▲10.8%1,4010.3%Auto/Tires/TrucksFITBFifth Third Bancorp$429,8500.0%10,4510.3%FinanceKLACKLA$424,581$12,540 ▼-2.9%4740.3%Computer and TechnologyEQIXEquinix$421,599$3,182 ▼-0.7%5300.3%FinanceSPYSPDR S&P 500 ETF Trust$414,540$618 ▲0.1%6710.3%FinanceEQREquity Residential$408,719$408,719 ▲New Holding6,0560.3%FinanceADIAnalog Devices$406,538$19,994 ▲5.2%1,7080.3%Computer and TechnologyVOOVanguard S&P 500 ETF$405,0050.0%7130.3%ETFBNBrookfield$404,032$13,299 ▼-3.2%6,5320.3%FinanceBMYBristol Myers Squibb$394,669$602 ▼-0.2%8,5260.3%MedicalMSMorgan Stanley$394,267$9,719 ▲2.5%2,7990.3%FinancePAIWestern Asset Investment Grade Income Fund$379,8730.0%29,2660.3%FinancePMPhilip Morris International$369,360$369,360 ▲New Holding2,0280.2%Consumer StaplesUSIGiShares Broad USD Investment Grade Corporate Bond ETF$368,2590.0%7,1590.2%ManufacturingNXPINXP Semiconductors$367,063$9,614 ▼-2.6%1,6800.2%Computer and TechnologyQLTAiShares Aaa - A Rated Corporate Bond ETF$364,7800.0%7,6250.2%ETFAZOAutoZone$363,799$37,122 ▼-9.3%980.2%Retail/WholesaleSPGIS&P Global$360,139$4,218 ▼-1.2%6830.2%FinanceAGGiShares Core U.S. Aggregate Bond ETF$357,6160.0%3,6050.2%FinanceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$357,5480.0%3,2620.2%FinancePGRProgressive$357,363$45,104 ▼-11.2%1,3390.2%FinanceDISWalt Disney$357,273$59,401 ▲19.9%2,8810.2%Consumer DiscretionaryDHRDanaher$353,241$18,373 ▼-4.9%1,7880.2%MedicalTGTTarget$350,010$2,466 ▼-0.7%3,5480.2%Retail/WholesaleLINDE PLC SHS$348,8400.0%7440.2%Foreign Ordinary SharesSPOTSpotify Technology$347,605$39,134 ▼-10.1%4530.2%Computer and TechnologySCHDSchwab US Dividend Equity ETF$343,2280.0%12,9520.2%ETFLMTLockheed Martin$334,850$1,389 ▼-0.4%7230.2%AerospaceAMTAmerican Tower$331,509$4,420 ▼-1.3%1,5000.2%FinancePEPPepsiCo$331,156$6,734 ▼-2.0%2,5080.2%Consumer StaplesJCIJohnson Controls International$330,274$10,034 ▲3.1%3,1270.2%ConstructionPFEPfizer$329,616$824 ▲0.3%13,5980.2%MedicalORLYO'Reilly Automotive$323,206$299,141 ▲1,243.1%3,5860.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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