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 $134.03 million in total holdings as of March 31, 2025.
Meadow Creek Wealth Advisors LLC owns shares of 132 different stocks, but just 52 companies or ETFs make up 80% of its holdings.
Approximately 2.76% of the portfolio was purchased this quarter.
About 3.89% of the portfolio was sold this quarter.
This quarter, Meadow Creek Wealth Advisors LLC has purchased 137 new stocks and bought additional shares in 68 stocks.
Meadow Creek Wealth Advisors LLC sold shares of 46 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $11,451,522
Sonoco Products: $11,289,699
Coca-Cola: $10,273,388
Microsoft: $4,421,673
Apple: $4,345,516

Largest New Holdings this Quarter

20825C104 - ConocoPhillips: $265,491 Holding
369550108 - General Dynamics: $217,519 Holding
94106L109 - Waste Management: $204,655 Holding
22160N109 - CoStar Group: $201,799 Holding
33733E732 - FIRST TRUST WCM INTERNATIONAL EQUITY ETF: $177,909 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF: 560 shares (about $314.66K)
ConocoPhillips: 2,528 shares (about $265.49K)
Visa: 732 shares (about $256.55K)
JPMorgan Equity Premium Income ETF: 3,982 shares (about $227.53K)
General Dynamics: 798 shares (about $217.52K)

Largest Sales this Quarter

Bank of America: 17,094 shares (about $713.33K)
Apple: 1,850 shares (about $410.94K)
NVIDIA: 2,677 shares (about $290.13K)
iShares Core S&P Mid-Cap ETF: 4,135 shares (about $241.28K)
Intuit: 242 shares (about $148.59K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$11,451,522	$314,664 ▲	2.8%	20,380	8.5%	ETF
SON Sonoco Products	$11,289,699	$2,362 ▲	0.0%	238,986	8.4%	Industrials
KO Coca-Cola	$10,273,388	$43,330 ▲	0.4%	143,443	7.7%	Consumer Staples
MSFT Microsoft	$4,421,673	$2,628 ▲	0.1%	11,779	3.3%	Computer and Technology
AAPL Apple	$4,345,516	$410,939 ▼	-8.6%	19,563	3.2%	Computer and Technology
JEPI JPMorgan Equity Premium Income ETF	$4,345,483	$227,531 ▲	5.5%	76,050	3.2%	ETF
NVDA NVIDIA	$4,252,745	$290,135 ▼	-6.4%	39,239	3.2%	Computer and Technology
JPM JPMorgan Chase & Co.	$2,948,586	$20,851 ▼	-0.7%	12,020	2.2%	Finance
AVGO Broadcom	$2,807,299	$26,789 ▼	-0.9%	16,767	2.1%	Computer and Technology
WMT Walmart	$2,565,865	$161,360 ▲	6.7%	29,227	1.9%	Retail/Wholesale
RSP Invesco S&P 500 Equal Weight ETF	$2,369,960	$53,701 ▲	2.3%	13,681	1.8%	ETF
AMZN Amazon.com	$2,324,406	$15,982 ▼	-0.7%	12,217	1.7%	Retail/Wholesale
AVUV Avantis U.S. Small Cap Value ETF	$2,172,503	$87,692 ▲	4.2%	24,923	1.6%	ETF
PREF Principal Spectrum Preferred Securities Active ETF	$2,125,685	$145,018 ▲	7.3%	113,673	1.6%	ETF
HD Home Depot	$2,114,020	$45,447 ▼	-2.1%	5,768	1.6%	Retail/Wholesale
V Visa	$1,878,878	$256,545 ▲	15.8%	5,361	1.4%	Business Services
META Meta Platforms	$1,840,317	$62,823 ▲	3.5%	3,193	1.4%	Computer and Technology
PG Procter & Gamble	$1,603,141	$26,756 ▼	-1.6%	9,407	1.2%	Consumer Staples
LLY Eli Lilly and Company	$1,423,043	$118,105 ▼	-7.7%	1,723	1.1%	Medical
ETN Eaton	$1,400,076	$70,670 ▲	5.3%	5,151	1.0%	Industrials
GOOGL Alphabet	$1,387,739	$3,093 ▲	0.2%	8,974	1.0%	Computer and Technology
UNH UnitedHealth Group	$1,351,046	$97,401 ▼	-6.7%	2,580	1.0%	Medical
CB Chubb	$1,324,367	$44,095 ▲	3.4%	4,385	1.0%	Finance
COST Costco Wholesale	$1,312,203		0.0%	1,387	1.0%	Retail/Wholesale
XOM Exxon Mobil	$1,278,973	$66,482 ▲	5.5%	10,754	1.0%	Energy
NFLX Netflix	$1,269,173	$4,663 ▲	0.4%	1,361	0.9%	Consumer Discretionary
JNJ Johnson & Johnson	$1,203,003	$100,499 ▲	9.1%	7,254	0.9%	Medical
MRK Merck & Co., Inc.	$1,187,338	$19,927 ▼	-1.7%	13,228	0.9%	Medical
MCD McDonald's	$1,178,223	$6,872 ▼	-0.6%	3,772	0.9%	Retail/Wholesale
MSI Motorola Solutions	$1,072,047	$65,662 ▲	6.5%	2,449	0.8%	Computer and Technology
TDG TransDigm Group	$1,060,447	$35,947 ▼	-3.3%	767	0.8%	Aerospace
ABBV AbbVie	$1,027,696	$16,971 ▲	1.7%	4,905	0.8%	Medical
BAC Bank of America	$1,003,440	$713,333 ▼	-41.6%	24,046	0.7%	Finance
CSCO Cisco Systems	$984,830	$4,320 ▼	-0.4%	15,959	0.7%	Computer and Technology
CRM Salesforce	$953,483	$38,644 ▲	4.2%	3,553	0.7%	Computer and Technology
CVX Chevron	$881,284	$69,258 ▼	-7.3%	5,268	0.7%	Energy
GOOG Alphabet	$870,826	$4,999 ▲	0.6%	5,574	0.6%	Computer and Technology
UNP Union Pacific	$865,995	$84,804 ▲	10.9%	3,666	0.6%	Transportation
FTLS First Trust Long/Short Equity ETF	$803,051	$55,750 ▲	7.5%	12,532	0.6%	ETF
CME CME Group	$800,677	$16,979 ▼	-2.1%	3,018	0.6%	Finance
IJH iShares Core S&P Mid-Cap ETF	$775,413	$241,277 ▼	-23.7%	13,289	0.6%	ETF
MA Mastercard	$718,491	$2,740 ▼	-0.4%	1,311	0.5%	Business Services
APD Air Products and Chemicals	$660,812	$55,731 ▲	9.2%	2,241	0.5%	Basic Materials
SBUX Starbucks	$650,239	$39,334 ▲	6.4%	6,629	0.5%	Retail/Wholesale
ADP Automatic Data Processing	$625,114	$1,222 ▲	0.2%	2,046	0.5%	Business Services
IBM International Business Machines	$615,434	$89,269 ▲	17.0%	2,475	0.5%	Computer and Technology
VZ Verizon Communications	$608,567	$7,076 ▲	1.2%	13,416	0.5%	Computer and Technology
MPC Marathon Petroleum	$606,070	$36,860 ▼	-5.7%	4,160	0.5%	Energy
RTX RTX	$605,077	$2,119 ▲	0.4%	4,568	0.5%	Aerospace
T AT&T	$603,750	$13,376 ▼	-2.2%	21,349	0.5%	Computer and Technology
HON Honeywell International	$588,453	$847 ▲	0.1%	2,779	0.4%	Multi-Sector Conglomerates
ROP Roper Technologies	$586,821	$590 ▲	0.1%	995	0.4%	Computer and Technology
AMGN Amgen	$583,845	$3,739 ▼	-0.6%	1,874	0.4%	Medical
ALL Allstate	$576,276	$18,636 ▲	3.3%	2,783	0.4%	Finance
ABT Abbott Laboratories	$552,448	$60,882 ▲	12.4%	4,165	0.4%	Medical
CAT Caterpillar	$530,318	$1,649 ▲	0.3%	1,608	0.4%	Industrials
EMR Emerson Electric	$528,794	$877 ▲	0.2%	4,823	0.4%	Industrials
BMY Bristol-Myers Squibb	$520,794	$3,476 ▲	0.7%	8,539	0.4%	Medical
ICE Intercontinental Exchange	$498,870	$13,628 ▲	2.8%	2,892	0.4%	Finance
CMCSA Comcast	$485,452	$31,660 ▼	-6.1%	13,156	0.4%	Consumer Discretionary
MDT Medtronic	$465,328	$36,576 ▼	-7.3%	5,178	0.3%	Medical
AXP American Express	$445,009	$2,421 ▲	0.5%	1,654	0.3%	Finance
EQIX Equinix	$435,397	$16,307 ▲	3.9%	534	0.3%	Finance
QCOM QUALCOMM	$430,415	$3,533 ▲	0.8%	2,802	0.3%	Computer and Technology
INTU Intuit	$429,179	$148,586 ▼	-25.7%	699	0.3%	Computer and Technology
PGR Progressive	$426,819	$3,679 ▼	-0.9%	1,508	0.3%	Finance
AZO AutoZone	$411,780	$3,813 ▲	0.9%	108	0.3%	Retail/Wholesale
FITB Fifth Third Bancorp	$409,679	$11,760 ▲	3.0%	10,451	0.3%	Finance
IWM iShares Russell 2000 ETF	$386,612		0.0%	1,938	0.3%	Finance
DHR Danaher	$385,646	$32,803 ▼	-7.8%	1,881	0.3%	Medical
ORCL Oracle	$383,778	$77,874 ▼	-16.9%	2,745	0.3%	Computer and Technology
PEP PepsiCo	$383,696	$2,099 ▼	-0.5%	2,559	0.3%	Consumer Staples
ORLY O'Reilly Automotive	$382,499	$11,461 ▼	-2.9%	267	0.3%	Retail/Wholesale
PAI Western Asset Investment Grade Income Fund	$376,068	$3,418 ▼	-0.9%	29,266	0.3%	Finance
SPY SPDR S&P 500 ETF Trust	$374,604	$1,118 ▲	0.3%	670	0.3%	Finance
TGT Target	$372,878	$2,087 ▼	-0.6%	3,573	0.3%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$366,418		0.0%	713	0.3%	ETF
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$365,682	$2,145 ▼	-0.6%	7,159	0.3%	Manufacturing
QLTA iShares Aaa - A Rated Corporate Bond ETF	$362,416	$1,996 ▼	-0.5%	7,625	0.3%	ETF
SCHD Schwab US Dividend Equity ETF	$362,138	$82,398 ▲	29.5%	12,952	0.3%	ETF
BRK.B Berkshire Hathaway	$358,959	$42,606 ▲	13.5%	674	0.3%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$356,607		0.0%	3,605	0.3%	Finance
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$354,547	$1,848 ▼	-0.5%	3,262	0.3%	Finance
BN Brookfield	$353,634	$524 ▼	-0.1%	6,747	0.3%	Finance
SPGI S&P Global	$351,097	$1,524 ▼	-0.4%	691	0.3%	Business Services
LINDE PLC SHS	$346,208	$2,792 ▲	0.8%	744	0.3%	Foreign Ordinary Shares
PFE Pfizer	$343,712	$13,177 ▼	-3.7%	13,564	0.3%	Medical
KLAC KLA	$331,742	$14,276 ▲	4.5%	488	0.2%	Computer and Technology
AMT American Tower	$330,732	$50,263 ▲	17.9%	1,520	0.2%	Finance
TSLA Tesla	$327,837	$20,733 ▲	6.8%	1,265	0.2%	Auto/Tires/Trucks
NXPI NXP Semiconductors	$327,663		0.0%	1,724	0.2%	Computer and Technology
ADI Analog Devices	$327,512	$9,075 ▲	2.8%	1,624	0.2%	Computer and Technology
GS The Goldman Sachs Group	$325,589	$30,046 ▼	-8.4%	596	0.2%	Finance
LMT Lockheed Martin	$324,311	$72,814 ▼	-18.3%	726	0.2%	Aerospace
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF	$323,180	$2,009 ▼	-0.6%	6,434	0.2%	ETF
VLO Valero Energy	$322,647	$3,302 ▼	-1.0%	2,443	0.2%	Energy
MS Morgan Stanley	$318,509	$17,851 ▲	5.9%	2,730	0.2%	Finance
TJX TJX Companies	$298,697	$3,167 ▲	1.1%	2,452	0.2%	Retail/Wholesale
ADBE Adobe	$295,318	$2,685 ▲	0.9%	770	0.2%	Computer and Technology
SO Southern	$290,378	$1,747 ▲	0.6%	3,158	0.2%	Utilities

Showing largest 100 holdings. View all holdings.

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

About Meadow Creek Wealth Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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

About Meadow Creek Wealth Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMeadow Creek Wealth Advisors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools