Meadow Creek Wealth Advisors

Meadow Creek Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for Meadow Creek Wealth Advisors

Meadow Creek Wealth Advisors holds 137 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sonoco Products Company Common Stock (SON) 8.4 $12M 239k 48.85
Ishares Tr Core S&p500 Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (IVV) 8.4 $12M 20k 588.68
Coca Cola Company Common Stock (KO) 6.4 $8.9M 143k 62.26
Nvidia Corporation Common Stock (NVDA) 4.1 $5.6M 42k 134.29
Apple Incorporated Common Stock (AAPL) 3.9 $5.4M 21k 250.42
Microsoft Corporation Common Stock (MSFT) 3.6 $5.0M 12k 421.50
Jpmorgan Equity Premium Income Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (JEPI) 3.0 $4.1M 72k 57.53
Broadcom Incorporated Common Stock (AVGO) 2.8 $3.9M 17k 231.84
Jpmorgan Chase & Company. Common Stock (JPM) 2.1 $2.9M 12k 239.72
Amazon Com Incorporated Common Stock (AMZN) 1.9 $2.7M 12k 219.39
Walmart Incorporated Common Stock (WMT) 1.8 $2.5M 27k 90.35
Invesco S&p 500 Equal Weight Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (RSP) 1.7 $2.3M 13k 175.23
Avantis U.s. Small Cap Value Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (AVUV) 1.7 $2.3M 24k 96.53
Home Depot Incorporated Common Stock (HD) 1.6 $2.3M 5.9k 389.01
Principal Spectrum Preferred Securities Active Etf Exchange Traded Funds (Country Baskets/iShares) -.. (PREF) 1.4 $2.0M 106k 18.61
Bank America Corporation Common Stock (BAC) 1.3 $1.8M 41k 43.95
Meta Platforms Incorporated Class A Common Stock (META) 1.3 $1.8M 3.1k 585.51
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL) 1.2 $1.7M 9.0k 189.30
Eaton Corporation Foreign Ordinary Shares (ETN) 1.2 $1.6M 4.9k 331.84
Procter And Gamble Company Common Stock (PG) 1.2 $1.6M 9.6k 167.65
Visa Incorporated Com Class A Common Stock (V) 1.1 $1.5M 4.6k 316.05
Eli Lilly & Company Common Stock (LLY) 1.0 $1.4M 1.9k 772.00
Unitedhealth Group Incorporated Common Stock (UNH) 1.0 $1.4M 2.8k 505.78
Merck & Company Incorporated Common Stock (MRK) 1.0 $1.3M 14k 99.48
Costco Wholesale Corporation Common Stock (COST) 0.9 $1.3M 1.4k 916.55
Netflix Incorporated Common Stock (NFLX) 0.9 $1.2M 1.4k 891.32
Chubb Foreign Ordinary Shares (CB) 0.8 $1.2M 4.2k 276.33
Salesforce Incorporated Common Stock (CRM) 0.8 $1.1M 3.4k 334.33
Mcdonalds Corporation Common Stock (MCD) 0.8 $1.1M 3.8k 289.88
Exxon Mobil Corporation Common Stock (XOM) 0.8 $1.1M 10k 107.57
Ishares Tr Core S&p Mcp Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (IJH) 0.8 $1.1M 17k 62.31
Motorola Solutions Incorporated Common Stock (MSI) 0.8 $1.1M 2.3k 462.16
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG) 0.8 $1.1M 5.5k 190.44
Transdigm Group Incorporated Common Stock (TDG) 0.7 $1.0M 793.00 1266.66
Johnson & Johnson Common Stock (JNJ) 0.7 $961k 6.6k 144.62
Cisco Systems Incorporated Common Stock (CSCO) 0.7 $949k 16k 59.20
Abbvie Incorporated Common Stock (ABBV) 0.6 $857k 4.8k 177.70
Chevron Corporation Common Stock (CVX) 0.6 $823k 5.7k 144.84
First Trust Long/short Equity Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (FTLS) 0.6 $768k 12k 65.81
Union Pac Corporation Common Stock (UNP) 0.5 $754k 3.3k 228.02
Cme Group Incorporated Common Stock (CME) 0.5 $716k 3.1k 232.22
Mastercard Incorporated Class A Common Stock (MA) 0.5 $693k 1.3k 526.50
Honeywell International Incorporated Common Stock (HON) 0.5 $627k 2.8k 225.89
Marathon Pete Corporation Common Stock (MPC) 0.4 $616k 4.4k 139.50
Automatic Data Processing Incorporated Common Stock (ADP) 0.4 $598k 2.0k 292.73
Emerson Elec Company Common Stock (EMR) 0.4 $597k 4.8k 123.93
Air Products & Chemicals Incorporated Common Stock (APD) 0.4 $595k 2.1k 289.99
Intuit Common Stock (INTU) 0.4 $592k 941.00 628.55
Caterpillar Incorporated Common Stock (CAT) 0.4 $582k 1.6k 362.76
Starbucks Corporation Common Stock (SBUX) 0.4 $568k 6.2k 91.25
Oracle Corporation Common Stock (ORCL) 0.4 $550k 3.3k 166.64
Verizon Communications Incorporated Common Stock (VZ) 0.4 $530k 13k 39.99
Rtx Corporation Common Stock (RTX) 0.4 $527k 4.6k 115.72
Comcast Corporation New Class A Common Stock (CMCSA) 0.4 $526k 14k 37.53
Allstate Corporation Common Stock (ALL) 0.4 $519k 2.7k 192.79
Roper Technologies Incorporated Common Stock (ROP) 0.4 $517k 994.00 520.02
At&t Incorporated Common Stock (T) 0.4 $497k 22k 22.77
Amgen Incorporated Common Stock (AMGN) 0.4 $492k 1.9k 260.64
American Express Company Common Stock (AXP) 0.4 $488k 1.6k 296.79
Target Corporation Common Stock (TGT) 0.3 $486k 3.6k 135.18
Equinix Incorporated Reit Real Estate Investment Trusts (EQIX) 0.3 $485k 514.00 942.89
Bristol-myers Squibb Company Common Stock (BMY) 0.3 $480k 8.5k 56.56
Tesla Incorporated Common Stock (TSLA) 0.3 $479k 1.2k 403.84
Danaher Corporation Common Stock (DHR) 0.3 $469k 2.0k 229.57
International Business Machines Common Stock (IBM) 0.3 $465k 2.1k 219.83
Medtronic Foreign Ordinary Shares (MDT) 0.3 $446k 5.6k 79.89
Kkr & Company Incorporated Common Stock (KKR) 0.3 $438k 3.0k 147.92
Lockheed Martin Corporation Common Stock (LMT) 0.3 $432k 889.00 485.94
Fifth Third Bancorp Common Stock (FITB) 0.3 $429k 10k 42.28
Ishares Tr Russell 2000 Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (IWM) 0.3 $428k 1.9k 220.96
Qualcomm Incorporated Common Stock (QCOM) 0.3 $427k 2.8k 153.62
Intercontinental Exchange Incorporated Common Stock (ICE) 0.3 $419k 2.8k 149.01
Abbott Labs Common Stock (ABT) 0.3 $419k 3.7k 113.10
Spdr S&p 500 Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (SPY) 0.3 $392k 668.00 586.37
Pepsico Incorporated Common Stock (PEP) 0.3 $391k 2.6k 152.06
Brookfield Corporation Class A Ltd Vt Sh Foreign Ordinary Shares (BN) 0.3 $388k 6.8k 57.45
Vanguard Index Funds S&p 500 Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (VOO) 0.3 $384k 713.00 538.81
Pfizer Incorporated Common Stock (PFE) 0.3 $374k 14k 26.53
Goldman Sachs Group Incorporated Common Stock (GS) 0.3 $373k 651.00 572.62
Western Asset Investment Grade Closed End Funds - Taxable (PAI) 0.3 $369k 30k 12.51
Progressive Corporation Common Stock (PGR) 0.3 $365k 1.5k 239.63
Ishares Tr Usd Inv Grde Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (USIG) 0.3 $362k 7.2k 50.28
Ishares Tr A Rate Cp Bd Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (QLTA) 0.3 $359k 7.7k 46.79
Nxp Semiconductors N V Foreign Ordinary Shares (NXPI) 0.3 $358k 1.7k 207.85
Ishares Tr Iboxx Inv Cp Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (LQD) 0.3 $350k 3.3k 106.84
Ishares Tr Core Us Aggbd Et Exchange Traded Funds (Country Baskets/iShares) - Domestic (AGG) 0.3 $349k 3.6k 96.90
S&p Global Incorporated Common Stock (SPGI) 0.2 $346k 694.00 498.03
Autozone Incorporated Common Stock (AZO) 0.2 $343k 107.00 3202.00
Adobe Incorporated Common Stock (ADBE) 0.2 $339k 763.00 444.68
Analog Devices Incorporated Common Stock (ADI) 0.2 $336k 1.6k 212.46
Oreilly Automotive Incorporated Common Stock (ORLY) 0.2 $326k 275.00 1185.80
Morgan Stanley Common Stock (MS) 0.2 $324k 2.6k 125.72
ISHARES TR 10plus YR INVST GRD Exchange Traded Funds (Country Baskets/iShares) - Domestic (IGLB) 0.2 $320k 6.5k 49.40
Paypal Hldgs Incorporated Common Stock (PYPL) 0.2 $315k 3.7k 85.35
Linde Foreign Ordinary Shares (LIN) 0.2 $309k 738.00 418.39
Valero Energy Corporation Common Stock (VLO) 0.2 $303k 2.5k 122.59
Blackrock Incorporated Common Stock (BLK) 0.2 $298k 291.00 1025.11
Hilton Worldwide Hldgs Incorporated Common Stock (HLT) 0.2 $295k 1.2k 247.22
Kla Corporation Common Stock (KLAC) 0.2 $294k 467.00 630.12
Tjx Companies Incorporated Common Stock (TJX) 0.2 $293k 2.4k 120.83
Mckesson Corporation Common Stock (MCK) 0.2 $288k 506.00 569.91
Servicenow Incorporated Common Stock (NOW) 0.2 $281k 265.00 1060.12
Schwab Us Dividend Equity Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (SCHD) 0.2 $273k 10k 27.32
Berkshire Hathaway Incorporated Del Class B Common Stock (BRK.B) 0.2 $269k 594.00 453.28
Taiwan Semiconductor Mfg American Depository Receipts (TSM) 0.2 $263k 1.3k 197.49
Disney Walt Company Common Stock (DIS) 0.2 $262k 2.4k 111.35
Wells Fargo Company Common Stock (WFC) 0.2 $259k 3.7k 70.24
Southern Company Common Stock (SO) 0.2 $258k 3.1k 82.32
Parker-hannifin Corporation Common Stock (PH) 0.2 $257k 404.00 636.03
General Mls Incorporated Common Stock (GIS) 0.2 $254k 4.0k 63.77
Copart Incorporated Common Stock (CPRT) 0.2 $253k 4.4k 57.39
Accenture Plc Ireland Shs Class A Foreign Ordinary Shares (ACN) 0.2 $253k 719.00 351.79
Spotify Technology S A Foreign Ordinary Shares (SPOT) 0.2 $251k 560.00 447.38
Becton Dickinson & Company Common Stock (BDX) 0.2 $250k 1.1k 226.87
Intuitive Surgical Incorporated Common Stock (ISRG) 0.2 $246k 472.00 521.96
United Parcel Service Incorporated Class B Common Stock (UPS) 0.2 $243k 1.9k 126.10
Trane Technologies Foreign Ordinary Shares (TT) 0.2 $239k 647.00 369.35
American Tower Corporation New Reit Real Estate Investment Trusts (AMT) 0.2 $236k 1.3k 183.40
Mondelez International Incorporated Class A Common Stock (MDLZ) 0.2 $233k 3.9k 59.73
Lowes Companies Incorporated Common Stock (LOW) 0.2 $233k 943.00 246.80
Interactive Brokers Group Incorporated Com Class A Common Stock (IBKR) 0.2 $232k 1.3k 176.67
Marsh & Mclennan Companies Incorporated Common Stock (MMC) 0.2 $231k 1.1k 212.41
Hca Healthcare Incorporated Common Stock (HCA) 0.2 $230k 765.00 300.15
Sherwin Williams Company Common Stock (SHW) 0.2 $226k 664.00 339.93
Astrazeneca American Depository Receipts (AZN) 0.2 $222k 3.4k 65.52
Digital Rlty Tr Incorporated Reit Real Estate Investment Trusts (DLR) 0.2 $221k 1.2k 177.33
Northrop Grumman Corporation Common Stock (NOC) 0.2 $221k 471.00 468.94
Regions Financial Corporation Common Stock (RF) 0.2 $220k 9.4k 23.52
Johnson Controls International Foreign Ordinary Shares (JCI) 0.2 $219k 2.8k 78.93
Fair Isaac Corporation Common Stock (FICO) 0.2 $219k 110.00 1990.93
Blackstone Incorporated Common Stock (BX) 0.2 $218k 1.3k 172.42
Heico Corporation New Class A Common Stock (HEI.A) 0.2 $216k 1.2k 186.08
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Closed End Investment Co. Non Tax Dividend (NZF) 0.2 $212k 17k 12.17
Charter Communications Incorporated Class A Common Stock (CHTR) 0.1 $208k 607.00 342.77
Arista Networks Incorporated Common Stock (ANET) 0.1 $207k 1.9k 110.53
Iqvia Hldgs Incorporated Common Stock (IQV) 0.1 $205k 1.0k 196.51
Blackrock Income Tr Incorporated Closed End Funds - Taxable (BKT) 0.1 $197k 17k 11.52