Meadow Creek Wealth Advisors

Meadow Creek Wealth Advisors as of March 31, 2024

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