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Meadow Creek Wealth Advisors

Latest statistics and disclosures from Meadow Creek Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are KO, IVV, AAPL, MSFT, ANET, and represent 31.61% of Meadow Creek Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: ANET, AAPL, CMG, LLY, GS, META, PAYC, GOOG, ORLY, AJG.
Started 29 new stock positions in PAYC, NSC, GS, CL, GIS, EME, SHW, ITW, SO, BRK.B.
Reduced shares in these 10 stocks: CHTR, BBY, FITB, TDG, FTLS, NZF, HD, ETN, CMCSA, TFC.
Sold out of its positions in BBY, CHTR.
Meadow Creek Wealth Advisors was a net buyer of stock by $33M.
Meadow Creek Wealth Advisors has $144M in assets under management (AUM), dropping by 39.84%.
Central Index Key (CIK): 0001801107

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Portfolio Holdings for Meadow Creek Wealth Advisors

Meadow Creek Wealth Advisors holds 130 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Coca Cola Company Common Stock (KO)	18.6	$27M		436k	61.18	View chart
Ishares Tr Core S&p500 Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (IVV)	3.5	$5.0M		9.6k	525.73	View chart
Apple Incorporated Common Stock (AAPL)	3.4	$4.9M	+60%	28k	171.48	View chart
Microsoft Corporation Common Stock (MSFT)	3.2	$4.6M	+2%	11k	420.72	View chart
Arista Networks Incorporated Common Stock (ANET)	3.0	$4.3M	NEW	15k	289.98	View chart
Home Depot Incorporated Common Stock (HD)	2.6	$3.7M		9.7k	383.61	View chart
Nvidia Corporation Common Stock (NVDA)	2.5	$3.6M	+2%	4.0k	903.61	View chart
Eli Lilly & Company Common Stock (LLY)	2.3	$3.2M	+112%	4.2k	777.96	View chart
Jpmorgan Equity Premium Income Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (JEPI)	2.2	$3.2M	+2%	55k	57.86	View chart
Meta Platforms Incorporated Class A Common Stock (META)	1.8	$2.6M	+179%	5.4k	485.58	View chart
Principal Spectrum Preferred Securities Active Etf Exchange Traded Funds (Country Baskets/iShares) -.. (PREF)	1.8	$2.5M		139k	18.15	View chart
Jpmorgan Chase & Company Common Stock (JPM)	1.6	$2.3M	+10%	11k	200.31	View chart
Broadcom Incorporated Common Stock (AVGO)	1.5	$2.1M		1.6k	1325.41	View chart
Invesco S&p 500 Equal Weight Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (RSP)	1.4	$2.1M	+6%	12k	169.37	View chart
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)	1.4	$2.0M	+274%	13k	152.26	View chart
Amazon Com Incorporated Common Stock (AMZN)	1.3	$1.8M	+12%	10k	180.38	View chart
Chipotle Mexican Grill Incorporated Common Stock (CMG)	1.2	$1.8M	NEW	614.00	2906.77	View chart
Oreilly Automotive Incorporated Common Stock (ORLY)	1.2	$1.8M	+479%	1.6k	1128.88	View chart
Avantis U.s. Small Cap Value Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (AVUV)	1.2	$1.8M		19k	93.71	View chart
Goldman Sachs Group Incorporated Common Stock (GS)	1.2	$1.7M	NEW	4.1k	417.69	View chart
Eaton Corporation Foreign Ordinary Shares (ETN)	1.2	$1.7M		5.4k	312.65	View chart
Merck & Company Incorporated Common Stock (MRK)	1.2	$1.7M	+12%	13k	131.95	View chart
Paycom Software Incorporated Common Stock (PAYC)	1.1	$1.5M	NEW	7.7k	199.01	View chart
Walmart Incorporated Common Stock (WMT)	1.1	$1.5M	+201%	25k	60.17	View chart
Procter And Gamble Company Common Stock (PG)	1.0	$1.5M	+3%	9.1k	162.25	View chart
Visa Incorporated Com Class A Common Stock (V)	1.0	$1.5M	+27%	5.2k	279.09	View chart
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)	0.9	$1.3M	+28%	8.6k	150.93	View chart
Gallagher Arthur J & Company Common Stock (AJG)	0.9	$1.3M	NEW	5.1k	250.04	View chart
Colgate Palmolive Company Common Stock (CL)	0.9	$1.3M	NEW	14k	90.05	View chart
Johnson & Johnson Common Stock (JNJ)	0.8	$1.2M		7.7k	158.19	View chart
Disney Walt Company Common Stock (DIS)	0.8	$1.2M	NEW	9.7k	122.36	View chart
Unitedhealth Group Incorporated Common Stock (UNH)	0.8	$1.1M	+26%	2.2k	494.60	View chart
Illinois Tool Wks Incorporated Common Stock (ITW)	0.7	$1.1M	NEW	4.0k	268.33	View chart
Chubb Foreign Ordinary Shares (CB)	0.7	$1.0M		4.0k	259.16	View chart
Salesforce Incorporated Common Stock (CRM)	0.7	$971k	+4%	3.2k	301.18	View chart
Ishares Tr Core S&p Mcp Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (IJH)	0.7	$944k	+377%	16k	60.74	View chart
Transdigm Group Incorporated Common Stock (TDG)	0.7	$943k	-4%	766.00	1230.98	View chart
Allstate Corporation Common Stock (ALL)	0.6	$931k		5.4k	173.01	View chart
Marathon Pete Corporation Common Stock (MPC)	0.6	$911k		4.5k	201.50	View chart
First Trust Long/short Equity Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (FTLS)	0.6	$907k	-4%	15k	61.66	View chart
Exxon Mobil Corporation Common Stock (XOM)	0.6	$871k		7.5k	116.24	View chart
Mcdonalds Corporation Common Stock (MCD)	0.6	$858k		3.0k	281.94	View chart
Union Pac Corporation Common Stock (UNP)	0.6	$832k		3.4k	245.91	View chart
Motorola Solutions Incorporated Common Stock (MSI)	0.6	$821k		2.3k	354.93	View chart
Cisco Systems Incorporated Common Stock (CSCO)	0.5	$769k	+14%	15k	49.91	View chart
Abbvie Incorporated Common Stock (ABBV)	0.5	$766k		4.2k	182.10	View chart
Chevron Corporation Common Stock (CVX)	0.5	$756k		4.8k	157.74	View chart
Netflix Incorporated Common Stock (NFLX)	0.5	$707k		1.2k	607.33	View chart
Truist Finl Corporation Common Stock (TFC)	0.5	$675k	-3%	17k	38.98	View chart
Berkshire Hathaway Incorporated Del Class B Common Stock (BRK.B)	0.5	$675k	NEW	1.6k	420.52	View chart
Verizon Communications Incorporated Common Stock (VZ)	0.4	$639k		15k	41.96	View chart
Target Corporation Common Stock (TGT)	0.4	$634k	-2%	3.6k	177.21	View chart
Cme Group Incorporated Common Stock (CME)	0.4	$608k		2.8k	215.28	View chart
Caterpillar Incorporated Common Stock (CAT)	0.4	$602k	-3%	1.6k	366.43	View chart
Roper Technologies Incorporated Common Stock (ROP)	0.4	$581k		1.0k	561.01	View chart
Intuit Common Stock (INTU)	0.4	$568k		873.00	650.06	View chart
Adobe Incorporated Common Stock (ADBE)	0.4	$557k	-2%	1.1k	504.60	View chart
Norfolk Southn Corporation Common Stock (NSC)	0.4	$551k	NEW	2.2k	254.87	View chart
Air Products & Chemicals Incorporated Common Stock (APD)	0.4	$543k		2.2k	242.23	View chart
Costco Wholesale Corporation Common Stock (COST)	0.4	$535k	+82%	731.00	732.14	View chart
Amgen Incorporated Common Stock (AMGN)	0.4	$534k		1.9k	284.32	View chart
Starbucks Corporation Common Stock (SBUX)	0.4	$531k	+33%	5.8k	91.39	View chart
Emerson Elec Company Common Stock (EMR)	0.4	$523k	+39%	4.6k	113.42	View chart
Danaher Corporation Common Stock (DHR)	0.4	$513k	+4%	2.1k	249.74	View chart
Asgn Incorporated Common Stock (ASGN)	0.4	$512k	NEW	4.9k	104.76	View chart
Rtx Corporation Common Stock (RTX)	0.4	$506k	-3%	5.2k	97.53	View chart
Tempur Sealy International Incorporated Common Stock (TPX)	0.3	$503k	NEW	8.9k	56.82	View chart
Sprouts Fmrs Mkt Incorporated Common Stock (SFM)	0.3	$500k	NEW	7.8k	64.48	View chart
Cheniere Energy Incorporated Common Stock (LNG)	0.3	$496k	NEW	3.1k	161.28	View chart
Automatic Data Processing Incorporated Common Stock (ADP)	0.3	$450k	-2%	1.8k	249.74	View chart
Comcast Corporation New Class A Common Stock (CMCSA)	0.3	$449k	-5%	10k	43.35	View chart
Mastercard Incorporated Class A Common Stock (MA)	0.3	$442k	+5%	918.00	481.48	View chart
Honeywell International Incorporated Common Stock (HON)	0.3	$440k	+48%	2.1k	205.25	View chart
Medtronic Foreign Ordinary Shares (MDT)	0.3	$438k		5.0k	87.16	View chart
Nxp Semiconductors N V Foreign Ordinary Shares (NXPI)	0.3	$427k		1.7k	247.77	View chart
Pepsico Incorporated Common Stock (PEP)	0.3	$425k		2.4k	175.01	View chart
Equinix Incorporated Reit Real Estate Investment Trusts (EQIX)	0.3	$420k		509.00	825.33	View chart
Pfizer Incorporated Common Stock (PFE)	0.3	$412k		15k	27.75	View chart
Bank America Corporation Common Stock (BAC)	0.3	$411k	+13%	11k	37.92	View chart
Ishares Tr Russell 2000 Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (IWM)	0.3	$408k	NEW	1.9k	210.30	View chart
Qualcomm Incorporated Common Stock (QCOM)	0.3	$396k		2.3k	169.30	View chart
Intercontinental Exchange Incorporated Common Stock (ICE)	0.3	$385k	+23%	2.8k	137.43	View chart
American Tower Corporation New Reit Real Estate Investment Trusts (AMT)	0.3	$379k		1.9k	197.55	View chart
Fifth Third Bancorp Common Stock (FITB)	0.3	$379k	-14%	10k	37.21	View chart
Progressive Corporation Common Stock (PGR)	0.3	$379k	-3%	1.8k	206.84	View chart
American Express Company Common Stock (AXP)	0.3	$370k	NEW	1.6k	227.69	View chart
Ishares Tr Usd Inv Grde Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (USIG)	0.3	$369k		7.3k	50.77	View chart
Ishares Tr A Rate Cp Bd Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (QLTA)	0.3	$367k		7.7k	47.48	View chart
Brookfield Corporation Class A Ltd Vt Sh Foreign Ordinary Shares (BN)	0.3	$364k	-5%	8.7k	41.87	View chart
Western Asset Investment Grade Closed End Funds - Taxable (PAI)	0.3	$363k		30k	12.19	View chart
United Parcel Service Incorporated Class B Common Stock (UPS)	0.3	$363k	+18%	2.4k	148.63	View chart
Ishares Tr Iboxx Inv Cp Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (LQD)	0.3	$361k		3.3k	108.92	View chart
At&t Incorporated Common Stock (T)	0.2	$357k	NEW	20k	17.60	View chart
Ishares Tr Core Us Aggbd Et Exchange Traded Funds (Country Baskets/iShares) - Domestic (AGG)	0.2	$354k		3.6k	97.94	View chart
Spdr S&p 500 Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (SPY)	0.2	$348k	+19%	664.00	523.45	View chart
Lockheed Martin Corporation Common Stock (LMT)	0.2	$344k		756.00	454.87	View chart
Vanguard Index Funds S&p 500 Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (VOO)	0.2	$343k		713.00	480.70	View chart
Jpmorgan Ultra-short Municipal Income Etf Closed End Fund (JMST)	0.2	$340k		6.7k	50.74	View chart
ISHARES TR 10plus YR INVST GRD Exchange Traded Funds (Country Baskets/iShares) - Domestic (IGLB)	0.2	$337k		6.5k	51.51	View chart
S&p Global Incorporated Common Stock (SPGI)	0.2	$335k	-5%	787.00	425.55	View chart
Oracle Corporation Common Stock (ORCL)	0.2	$333k	NEW	2.6k	125.61	View chart
Valero Energy Corporation Common Stock (VLO)	0.2	$323k		1.9k	170.69	View chart
Bristol-myers Squibb Company Common Stock (BMY)	0.2	$322k	+37%	5.9k	54.23	View chart
Kla Corporation Common Stock (KLAC)	0.2	$308k		441.00	698.57	View chart
Autozone Incorporated Common Stock (AZO)	0.2	$299k	NEW	95.00	3151.65	View chart
Abbott Labs Common Stock (ABT)	0.2	$295k	NEW	2.6k	113.65	View chart
Copart Incorporated Common Stock (CPRT)	0.2	$282k		4.9k	57.92	View chart
Becton Dickinson & Company Common Stock (BDX)	0.2	$277k	+2%	1.1k	247.45	View chart
Kkr & Company Incorporated Common Stock (KKR)	0.2	$268k		2.7k	100.59	View chart
Costar Group Incorporated Common Stock (CSGP)	0.2	$265k	-7%	2.7k	96.60	View chart
Synchrony Financial Common Stock (SYF)	0.2	$263k	-3%	6.1k	43.12	View chart
Iqvia Hldgs Incorporated Common Stock (IQV)	0.2	$262k		1.0k	252.89	View chart
Linde Foreign Ordinary Shares (LIN)	0.2	$258k	+13%	555.00	463.91	View chart
Lowes Companies Incorporated Common Stock (LOW)	0.2	$257k	NEW	1.0k	254.73	View chart
Hilton Worldwide Hldgs Incorporated Common Stock (HLT)	0.2	$254k	-8%	1.2k	213.36	View chart
Hca Healthcare Incorporated Common Stock (HCA)	0.2	$252k	NEW	755.00	333.53	View chart
Lauder Estee Companies Incorporated Class A Common Stock (EL)	0.2	$250k	NEW	1.6k	154.15	View chart
Sherwin Williams Company Common Stock (SHW)	0.2	$249k	NEW	717.00	347.33	View chart
Accenture Plc Ireland Shs Class A Foreign Ordinary Shares (ACN)	0.2	$248k	+5%	715.00	346.61	View chart
International Business Machines Common Stock (IBM)	0.2	$240k		1.3k	190.96	View chart
Mckesson Corporation Common Stock (MCK)	0.2	$239k	NEW	445.00	536.85	View chart
Northrop Grumman Corporation Common Stock (NOC)	0.2	$231k	-6%	483.00	478.31	View chart
Emcor Group Incorporated Common Stock (EME)	0.2	$226k	NEW	644.00	350.20	View chart
Astrazeneca American Depository Receipts (AZN)	0.2	$224k	+6%	3.3k	67.75	View chart
Halliburton Company Common Stock (HAL)	0.2	$223k		5.7k	39.42	View chart
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Closed End Investment Co. Non Tax Dividend (NZF)	0.1	$213k	-15%	17k	12.24	View chart
Southern Company Common Stock (SO)	0.1	$204k	NEW	2.8k	71.74	View chart
Blackrock Income Tr Incorporated Closed End Funds - Taxable (BKT)	0.1	$203k		17k	11.90	View chart
General Mls Incorporated Common Stock (GIS)	0.1	$202k	NEW	2.9k	69.97	View chart
Veradigm Incorporated Common Stock (MDRX)	0.1	$83k	NEW	11k	7.70	View chart

Past Filings by Meadow Creek Wealth Advisors

SEC 13F filings are viewable for Meadow Creek Wealth Advisors going back to 2019

Meadow Creek Wealth Advisors 2024 Q1 filed April 19, 2024
Meadow Creek Wealth Advisors 2023 Q4 filed Jan. 18, 2024
Meadow Creek Wealth Advisors 2022 Q3 filed Oct. 14, 2022
Meadow Creek Wealth Advisors 2022 Q2 filed July 12, 2022
Meadow Creek Wealth Advisors 2022 Q1 filed April 13, 2022
Meadow Creek Wealth Advisors 2021 Q4 filed Feb. 9, 2022
Meadow Creek Wealth Advisors 2019 Q4 restated filed May 7, 2020
Meadow Creek Wealth Advisors 2019 Q4 filed Feb. 3, 2020

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