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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 IVV, KO, MSFT, NVDA, AAPL, and represent 28.89% of Meadow Creek Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IVV, AVGO, BAC, MSFT, JEPI, GS, BRK.B, FICO, AAPL, TT.
Started 19 new stock positions in GS, TT, LOW, RF, NOW, FICO, BLK, MDLZ, DIS, ISRG. DLR, BRK.B, SPOT, JCI, PH, WFC, PYPL, MMC, EME.
Reduced shares in these 10 stocks: LRCX, , AMT, UPS, COST, PGR, VZ, CSCO, BN, CRM.
Sold out of its positions in HCA, LRCX.
Meadow Creek Wealth Advisors was a net buyer of stock by $16M.
Meadow Creek Wealth Advisors has $126M in assets under management (AUM), dropping by 19.29%.
Central Index Key (CIK): 0001801107

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Portfolio Holdings for Meadow Creek Wealth Advisors

Meadow Creek Wealth Advisors holds 133 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (IVV)	8.6	$11M	+42%	19k	576.82	View chart
Coca Cola Company Common Stock (KO)	8.1	$10M		143k	71.86	View chart
Microsoft Corporation Common Stock (MSFT)	4.2	$5.3M	+8%	12k	430.30	View chart
Nvidia Corporation Common Stock (NVDA)	4.2	$5.3M		44k	121.44	View chart
Apple Incorporated Common Stock (AAPL)	3.7	$4.7M	+6%	20k	233.00	View chart
Jpmorgan Equity Premium Income Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (JEPI)	3.3	$4.2M	+7%	70k	59.51	View chart
Broadcom Incorporated Common Stock (AVGO)	2.4	$3.0M	+911%	18k	172.50	View chart
Jpmorgan Chase & Company. Common Stock (JPM)	2.1	$2.6M	+4%	13k	210.87	View chart
Home Depot Incorporated Common Stock (HD)	2.0	$2.5M	+3%	6.1k	405.22	View chart
Invesco S&p 500 Equal Weight Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (RSP)	1.8	$2.3M	+4%	13k	179.16	View chart
Amazon Com Incorporated Common Stock (AMZN)	1.8	$2.3M	+11%	12k	186.33	View chart
Walmart Incorporated Common Stock (WMT)	1.7	$2.2M	+4%	27k	80.75	View chart
Avantis U.s. Small Cap Value Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (AVUV)	1.7	$2.2M	+10%	22k	95.95	View chart
Bank America Corporation Common Stock (BAC)	1.6	$2.1M	+344%	52k	39.68	View chart
Eli Lilly & Company Common Stock (LLY)	1.4	$1.8M	+6%	2.0k	885.94	View chart
Meta Platforms Incorporated Class A Common Stock (META)	1.4	$1.7M	+9%	3.0k	572.44	View chart
Eaton Corporation Foreign Ordinary Shares (ETN)	1.3	$1.7M		5.1k	331.41	View chart
Procter And Gamble Company Common Stock (PG)	1.3	$1.7M		9.6k	173.20	View chart
Unitedhealth Group Incorporated Common Stock (UNH)	1.3	$1.6M	+15%	2.7k	584.59	View chart
Merck & Company Incorporated Common Stock (MRK)	1.3	$1.6M	+5%	14k	113.56	View chart
Principal Spectrum Preferred Securities Active Etf Exchange Traded Funds (Country Baskets/iShares) -.. (PREF)	1.2	$1.6M		83k	18.81	View chart
Visa Incorporated Com Class A Common Stock (V)	1.2	$1.5M		5.4k	274.96	View chart
Costco Wholesale Corporation Common Stock (COST)	1.1	$1.4M	-3%	1.6k	886.75	View chart
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)	1.1	$1.4M		8.6k	165.85	View chart
Exxon Mobil Corporation Common Stock (XOM)	1.0	$1.2M	+6%	10k	117.22	View chart
Chubb Foreign Ordinary Shares (CB)	1.0	$1.2M	+2%	4.2k	288.42	View chart
Mcdonalds Corporation Common Stock (MCD)	0.9	$1.1M	+14%	3.7k	304.50	View chart
Transdigm Group Incorporated Common Stock (TDG)	0.9	$1.1M	+3%	783.00	1426.42	View chart
Ishares Tr Core S&p Mcp Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (IJH)	0.9	$1.1M	+11%	17k	62.32	View chart
Johnson & Johnson Common Stock (JNJ)	0.8	$1.1M	+11%	6.6k	162.06	View chart
Motorola Solutions Incorporated Common Stock (MSI)	0.8	$1.0M	+2%	2.3k	449.56	View chart
Netflix Incorporated Common Stock (NFLX)	0.8	$1.0M	+9%	1.4k	709.27	View chart
Abbvie Incorporated Common Stock (ABBV)	0.8	$970k	+7%	4.9k	197.48	View chart
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)	0.7	$919k	+23%	5.5k	167.19	View chart
Cisco Systems Incorporated Common Stock (CSCO)	0.7	$849k	-2%	16k	53.22	View chart
Union Pac Corporation Common Stock (UNP)	0.7	$844k	+7%	3.4k	246.46	View chart
Salesforce Incorporated Common Stock (CRM)	0.7	$831k	-2%	3.0k	273.71	View chart
Chevron Corporation Common Stock (CVX)	0.7	$829k	+8%	5.6k	147.27	View chart
Marathon Pete Corporation Common Stock (MPC)	0.6	$749k	+2%	4.6k	162.91	View chart
Cme Group Incorporated Common Stock (CME)	0.6	$704k	+3%	3.2k	220.64	View chart
Air Products & Chemicals Incorporated Common Stock (APD)	0.5	$669k	+2%	2.2k	297.69	View chart
Verizon Communications Incorporated Common Stock (VZ)	0.5	$638k	-3%	14k	44.91	View chart
Mastercard Incorporated Class A Common Stock (MA)	0.5	$635k	+21%	1.3k	493.73	View chart
Caterpillar Incorporated Common Stock (CAT)	0.5	$625k		1.6k	391.12	View chart
First Trust Long/short Equity Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (FTLS)	0.5	$616k		9.7k	63.47	View chart
Starbucks Corporation Common Stock (SBUX)	0.5	$605k	+4%	6.2k	97.49	View chart
Amgen Incorporated Common Stock (AMGN)	0.5	$605k		1.9k	322.21	View chart
Intuit Common Stock (INTU)	0.5	$582k	+3%	937.00	621.05	View chart
Automatic Data Processing Incorporated Common Stock (ADP)	0.5	$580k	+6%	2.1k	276.73	View chart
Honeywell International Incorporated Common Stock (HON)	0.5	$570k	+16%	2.8k	206.71	View chart
Oracle Corporation Common Stock (ORCL)	0.5	$568k	+10%	3.3k	170.40	View chart
Roper Technologies Incorporated Common Stock (ROP)	0.4	$565k		1.0k	556.62	View chart
Danaher Corporation Common Stock (DHR)	0.4	$562k	+3%	2.0k	278.05	View chart
Target Corporation Common Stock (TGT)	0.4	$562k		3.6k	155.86	View chart
Rtx Corporation Common Stock (RTX)	0.4	$546k		4.5k	121.16	View chart
Comcast Corporation New Class A Common Stock (CMCSA)	0.4	$537k	+12%	13k	41.77	View chart
Adobe Incorporated Common Stock (ADBE)	0.4	$526k		1.0k	517.78	View chart
Emerson Elec Company Common Stock (EMR)	0.4	$520k	+3%	4.8k	109.37	View chart
Medtronic Foreign Ordinary Shares (MDT)	0.4	$511k	+5%	5.7k	90.04	View chart
Lockheed Martin Corporation Common Stock (LMT)	0.4	$511k	+7%	874.00	584.56	View chart
Allstate Corporation Common Stock (ALL)	0.4	$509k		2.7k	189.65	View chart
At&t Incorporated Common Stock (T)	0.4	$478k	+2%	22k	22.00	View chart
Qualcomm Incorporated Common Stock (QCOM)	0.4	$467k	+15%	2.7k	170.05	View chart
International Business Machines Common Stock (IBM)	0.4	$459k	+38%	2.1k	221.08	View chart
Equinix Incorporated Reit Real Estate Investment Trusts (EQIX)	0.4	$455k		513.00	887.63	View chart
Intercontinental Exchange Incorporated Common Stock (ICE)	0.4	$450k		2.8k	160.64	View chart
Abbott Labs Common Stock (ABT)	0.4	$447k	+35%	3.9k	114.00	View chart
American Express Company Common Stock (AXP)	0.3	$441k		1.6k	271.20	View chart
Pepsico Incorporated Common Stock (PEP)	0.3	$435k		2.6k	170.05	View chart
Fifth Third Bancorp Common Stock (FITB)	0.3	$433k		10k	42.84	View chart
Pfizer Incorporated Common Stock (PFE)	0.3	$432k		15k	28.94	View chart
Ishares Tr Russell 2000 Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (IWM)	0.3	$428k		1.9k	220.89	View chart
Nxp Semiconductors N V Foreign Ordinary Shares (NXPI)	0.3	$414k		1.7k	240.01	View chart
Kkr & Company Incorporated Common Stock (KKR)	0.3	$401k	+8%	3.1k	130.59	View chart
Brookfield Corporation Class A Ltd Vt Sh Foreign Ordinary Shares (BN)	0.3	$399k	-4%	7.5k	53.15	View chart
Progressive Corporation Common Stock (PGR)	0.3	$389k	-8%	1.5k	253.78	View chart
Kla Corporation Common Stock (KLAC)	0.3	$387k	+21%	500.00	774.41	View chart
Spdr S&p 500 Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (SPY)	0.3	$383k		667.00	573.84	View chart
Western Asset Investment Grade Closed End Funds - Taxable (PAI)	0.3	$380k		30k	12.86	View chart
Ishares Tr Usd Inv Grde Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (USIG)	0.3	$379k		7.2k	52.58	View chart
Ishares Tr A Rate Cp Bd Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (QLTA)	0.3	$377k		7.7k	49.15	View chart
Vanguard Index Funds S&p 500 Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (VOO)	0.3	$376k		713.00	527.67	View chart
Ishares Tr Iboxx Inv Cp Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (LQD)	0.3	$371k		3.3k	112.98	View chart
Ishares Tr Core Us Aggbd Et Exchange Traded Funds (Country Baskets/iShares) - Domestic (AGG)	0.3	$365k		3.6k	101.27	View chart
Analog Devices Incorporated Common Stock (ADI)	0.3	$359k	+61%	1.6k	230.17	View chart
S&p Global Incorporated Common Stock (SPGI)	0.3	$356k		689.00	516.62	View chart
ISHARES TR 10plus YR INVST GRD Exchange Traded Funds (Country Baskets/iShares) - Domestic (IGLB)	0.3	$347k		6.5k	53.59	View chart
American Tower Corporation New Reit Real Estate Investment Trusts (AMT)	0.3	$344k	-19%	1.5k	232.50	View chart
Linde Foreign Ordinary Shares (LIN)	0.3	$342k	+13%	718.00	476.53	View chart
Jpmorgan Ultra-short Municipal Income Etf Closed End Fund (JMST)	0.3	$341k		6.7k	50.94	View chart
Northrop Grumman Corporation Common Stock (NOC)	0.3	$334k	+12%	633.00	527.78	View chart
Autozone Incorporated Common Stock (AZO)	0.3	$334k	+4%	106.00	3150.04	View chart
Tjx Companies Incorporated Common Stock (TJX)	0.3	$330k	+10%	2.8k	117.56	View chart
Southern Company Common Stock (SO)	0.3	$327k	+11%	3.6k	90.18	View chart
Accenture Plc Ireland Shs Class A Foreign Ordinary Shares (ACN)	0.3	$317k	+20%	898.00	353.48	View chart
Valero Energy Corporation Common Stock (VLO)	0.2	$314k	+10%	2.3k	135.03	View chart
Bristol-myers Squibb Company Common Stock (BMY)	0.2	$308k		5.9k	51.74	View chart
Oreilly Automotive Incorporated Common Stock (ORLY)	0.2	$304k		264.00	1151.60	View chart
Goldman Sachs Group Incorporated Common Stock (GS)	0.2	$299k	NEW	603.00	495.11	View chart
Becton Dickinson & Company Common Stock (BDX)	0.2	$297k	-3%	1.2k	241.10	View chart
Berkshire Hathaway Incorporated Del Class B Common Stock (BRK.B)	0.2	$296k	NEW	644.00	460.26	View chart
Fair Isaac Corporation Common Stock (FICO)	0.2	$286k	NEW	147.00	1943.52	View chart
Schwab Us Dividend Equity Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (SCHD)	0.2	$282k		3.3k	84.53	View chart
General Mls Incorporated Common Stock (GIS)	0.2	$278k	+8%	3.8k	73.85	View chart
Trane Technologies Foreign Ordinary Shares (TT)	0.2	$275k	NEW	708.00	388.73	View chart
Hilton Worldwide Hldgs Incorporated Common Stock (HLT)	0.2	$273k	+4%	1.2k	230.56	View chart
Sherwin Williams Company Common Stock (SHW)	0.2	$270k		707.00	381.67	View chart
Blackrock Incorporated Common Stock (BLK)	0.2	$269k	NEW	283.00	949.51	View chart
Astrazeneca American Depository Receipts (AZN)	0.2	$260k		3.3k	77.91	View chart
United Parcel Service Incorporated Class B Common Stock (UPS)	0.2	$260k	-21%	1.9k	136.34	View chart
Morgan Stanley Common Stock (MS)	0.2	$259k	+16%	2.5k	104.24	View chart
Parker-hannifin Corporation Common Stock (PH)	0.2	$255k	NEW	404.00	631.82	View chart
Mckesson Corporation Common Stock (MCK)	0.2	$250k		506.00	494.42	View chart
Mondelez International Incorporated Class A Common Stock (MDLZ)	0.2	$250k	NEW	3.4k	73.67	View chart
Lowes Companies Incorporated Common Stock (LOW)	0.2	$249k	NEW	918.00	270.85	View chart
Paypal Hldgs Incorporated Common Stock (PYPL)	0.2	$246k	NEW	3.2k	78.03	View chart
Iqvia Hldgs Incorporated Common Stock (IQV)	0.2	$246k		1.0k	236.97	View chart
Heico Corporation New Class A Common Stock (HEI.A)	0.2	$245k	-3%	1.2k	203.76	View chart
Taiwan Semiconductor Mfg American Depository Receipts (TSM)	0.2	$241k	+8%	1.4k	173.67	View chart
Intuitive Surgical Incorporated Common Stock (ISRG)	0.2	$239k	NEW	487.00	491.27	View chart
Copart Incorporated Common Stock (CPRT)	0.2	$235k	-2%	4.5k	52.40	View chart
Emcor Group Incorporated Common Stock (EME)	0.2	$231k	NEW	537.00	430.53	View chart
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Closed End Investment Co. Non Tax Dividend (NZF)	0.2	$228k		17k	13.10	View chart
Disney Walt Company Common Stock (DIS)	0.2	$224k	NEW	2.3k	96.19	View chart
Regions Financial Corporation Common Stock (RF)	0.2	$219k	NEW	9.4k	23.33	View chart
Conocophillips Common Stock (COP)	0.2	$217k	+16%	2.1k	105.28	View chart
Johnson Controls International Foreign Ordinary Shares (JCI)	0.2	$216k	NEW	2.8k	77.61	View chart
Servicenow Incorporated Common Stock (NOW)	0.2	$214k	NEW	239.00	894.39	View chart
Blackrock Income Tr Incorporated Closed End Funds - Taxable (BKT)	0.2	$213k		17k	12.43	View chart
Marsh & Mclennan Companies Incorporated Common Stock (MMC)	0.2	$209k	NEW	936.00	223.09	View chart
Spotify Technology S A Foreign Ordinary Shares (SPOT)	0.2	$205k	NEW	555.00	368.53	View chart
Wells Fargo Company Common Stock (WFC)	0.2	$202k	NEW	3.6k	56.49	View chart
Digital Rlty Tr Incorporated Reit Real Estate Investment Trusts (DLR)	0.2	$200k	NEW	1.2k	161.83	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 Q3 filed Oct. 22, 2024
Meadow Creek Wealth Advisors 2024 Q2 filed July 17, 2024
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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