Meadow Creek Wealth Advisors

Meadow Creek Wealth Advisors as of March 31, 2025

Portfolio Holdings for Meadow Creek Wealth Advisors

Meadow Creek Wealth Advisors holds 132 positions in its portfolio as reported in the March 2025 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) 8.5 $12M 20k 561.90
Sonoco Products Company Common Stock (SON) 8.4 $11M 239k 47.24
Coca Cola Company Common Stock (KO) 7.7 $10M 143k 71.62
Microsoft Corporation Common Stock (MSFT) 3.3 $4.4M 12k 375.39
Apple Incorporated Common Stock (AAPL) 3.2 $4.3M 20k 222.13
Jpmorgan Equity Premium Income Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (JEPI) 3.2 $4.3M 76k 57.14
Nvidia Corporation Common Stock (NVDA) 3.2 $4.3M 39k 108.38
Jpmorgan Chase & Company. Common Stock (JPM) 2.2 $2.9M 12k 245.31
Broadcom Incorporated Common Stock (AVGO) 2.1 $2.8M 17k 167.43
Walmart Incorporated Common Stock (WMT) 1.9 $2.6M 29k 87.79
Invesco S&p 500 Equal Weight Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (RSP) 1.8 $2.4M 14k 173.23
Amazon Com Incorporated Common Stock (AMZN) 1.7 $2.3M 12k 190.26
Avantis U.s. Small Cap Value Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (AVUV) 1.6 $2.2M 25k 87.17
Principal Spectrum Preferred Securities Active Etf Exchange Traded Funds (Country Baskets/iShares) -.. (PREF) 1.6 $2.1M 114k 18.70
Home Depot Incorporated Common Stock (HD) 1.6 $2.1M 5.8k 366.51
Visa Incorporated Com Class A Common Stock (V) 1.4 $1.9M 5.4k 350.47
Meta Platforms Incorporated Class A Common Stock (META) 1.4 $1.8M 3.2k 576.36
Procter And Gamble Company Common Stock (PG) 1.2 $1.6M 9.4k 170.42
Eli Lilly & Company Common Stock (LLY) 1.1 $1.4M 1.7k 825.91
Eaton Corporation Foreign Ordinary Shares (ETN) 1.0 $1.4M 5.2k 271.81
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL) 1.0 $1.4M 9.0k 154.64
Unitedhealth Group Incorporated Common Stock (UNH) 1.0 $1.4M 2.6k 523.66
Chubb Foreign Ordinary Shares (CB) 1.0 $1.3M 4.4k 302.02
Costco Wholesale Corporation Common Stock (COST) 1.0 $1.3M 1.4k 946.07
Exxon Mobil Corporation Common Stock (XOM) 1.0 $1.3M 11k 118.93
Netflix Incorporated Common Stock (NFLX) 0.9 $1.3M 1.4k 932.53
Johnson & Johnson Common Stock (JNJ) 0.9 $1.2M 7.3k 165.84
Merck & Company Incorporated Common Stock (MRK) 0.9 $1.2M 13k 89.76
Mcdonalds Corporation Common Stock (MCD) 0.9 $1.2M 3.8k 312.36
Motorola Solutions Incorporated Common Stock (MSI) 0.8 $1.1M 2.4k 437.75
Transdigm Group Incorporated Common Stock (TDG) 0.8 $1.1M 767.00 1382.59
Abbvie Incorporated Common Stock (ABBV) 0.8 $1.0M 4.9k 209.52
Bank America Corporation Common Stock (BAC) 0.7 $1.0M 24k 41.73
Cisco Systems Incorporated Common Stock (CSCO) 0.7 $985k 16k 61.71
Salesforce Incorporated Common Stock (CRM) 0.7 $954k 3.6k 268.36
Chevron Corporation Common Stock (CVX) 0.7 $881k 5.3k 167.29
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG) 0.6 $871k 5.6k 156.23
Union Pac Corporation Common Stock (UNP) 0.6 $866k 3.7k 236.22
First Trust Long/short Equity Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (FTLS) 0.6 $803k 13k 64.08
Cme Group Incorporated Common Stock (CME) 0.6 $801k 3.0k 265.30
Ishares Tr Core S&p Mcp Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (IJH) 0.6 $775k 13k 58.35
Mastercard Incorporated Class A Common Stock (MA) 0.5 $719k 1.3k 548.05
Air Products & Chemicals Incorporated Common Stock (APD) 0.5 $661k 2.2k 294.87
Starbucks Corporation Common Stock (SBUX) 0.5 $650k 6.6k 98.09
Automatic Data Processing Incorporated Common Stock (ADP) 0.5 $625k 2.0k 305.53
International Business Machines Common Stock (IBM) 0.5 $615k 2.5k 248.66
Verizon Communications Incorporated Common Stock (VZ) 0.5 $609k 13k 45.36
Marathon Pete Corporation Common Stock (MPC) 0.5 $606k 4.2k 145.69
Rtx Corporation Common Stock (RTX) 0.5 $605k 4.6k 132.46
At&t Incorporated Common Stock (T) 0.5 $604k 21k 28.28
Honeywell International Incorporated Common Stock (HON) 0.4 $589k 2.8k 211.75
Roper Technologies Incorporated Common Stock (ROP) 0.4 $587k 995.00 589.77
Amgen Incorporated Common Stock (AMGN) 0.4 $584k 1.9k 311.55
Allstate Corporation Common Stock (ALL) 0.4 $576k 2.8k 207.07
Abbott Labs Common Stock (ABT) 0.4 $552k 4.2k 132.64
Caterpillar Incorporated Common Stock (CAT) 0.4 $530k 1.6k 329.80
Emerson Elec Company Common Stock (EMR) 0.4 $529k 4.8k 109.64
Bristol-myers Squibb Company Common Stock (BMY) 0.4 $521k 8.5k 60.99
Intercontinental Exchange Incorporated Common Stock (ICE) 0.4 $499k 2.9k 172.50
Comcast Corporation New Class A Common Stock (CMCSA) 0.4 $486k 13k 36.90
Medtronic Foreign Ordinary Shares (MDT) 0.3 $465k 5.2k 89.87
American Express Company Common Stock (AXP) 0.3 $445k 1.7k 269.05
Equinix Incorporated Reit Real Estate Investment Trusts (EQIX) 0.3 $435k 534.00 815.35
Qualcomm Incorporated Common Stock (QCOM) 0.3 $430k 2.8k 153.61
Intuit Common Stock (INTU) 0.3 $429k 699.00 613.99
Progressive Corporation Common Stock (PGR) 0.3 $427k 1.5k 283.04
Autozone Incorporated Common Stock (AZO) 0.3 $412k 108.00 3812.78
Fifth Third Bancorp Common Stock (FITB) 0.3 $410k 11k 39.20
Ishares Tr Russell 2000 Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (IWM) 0.3 $387k 1.9k 199.49
Danaher Corporation Common Stock (DHR) 0.3 $386k 1.9k 205.02
Oracle Corporation Common Stock (ORCL) 0.3 $384k 2.7k 139.81
Pepsico Incorporated Common Stock (PEP) 0.3 $384k 2.6k 149.94
Oreilly Automotive Incorporated Common Stock (ORLY) 0.3 $383k 267.00 1432.58
Western Asset Investment Grade Closed End Funds - Taxable (PAI) 0.3 $376k 29k 12.85
Spdr S&p 500 Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (SPY) 0.3 $375k 670.00 559.11
Target Corporation Common Stock (TGT) 0.3 $373k 3.6k 104.36
Vanguard Index Funds S&p 500 Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (VOO) 0.3 $366k 713.00 513.91
Ishares Tr Usd Inv Grde Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (USIG) 0.3 $366k 7.2k 51.08
Ishares Tr A Rate Cp Bd Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (QLTA) 0.3 $362k 7.6k 47.53
Schwab Us Dividend Equity Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (SCHD) 0.3 $362k 13k 27.96
Berkshire Hathaway Incorporated Del Class B Common Stock (BRK.B) 0.3 $359k 674.00 532.58
Ishares Tr Core Us Aggbd Et Exchange Traded Funds (Country Baskets/iShares) - Domestic (AGG) 0.3 $357k 3.6k 98.92
Ishares Tr Iboxx Inv Cp Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (LQD) 0.3 $355k 3.3k 108.69
Brookfield Corporation Class A Ltd Vt Sh Foreign Ordinary Shares (BN) 0.3 $354k 6.7k 52.41
S&p Global Incorporated Common Stock (SPGI) 0.3 $351k 691.00 508.10
Linde Foreign Ordinary Shares (LIN) 0.3 $346k 744.00 465.33
Pfizer Incorporated Common Stock (PFE) 0.3 $344k 14k 25.34
Kla Corporation Common Stock (KLAC) 0.2 $332k 488.00 679.80
American Tower Corporation New Reit Real Estate Investment Trusts (AMT) 0.2 $331k 1.5k 217.59
Tesla Incorporated Common Stock (TSLA) 0.2 $328k 1.3k 259.16
Nxp Semiconductors N V Foreign Ordinary Shares (NXPI) 0.2 $328k 1.7k 190.06
Analog Devices Incorporated Common Stock (ADI) 0.2 $328k 1.6k 201.67
Goldman Sachs Group Incorporated Common Stock (GS) 0.2 $326k 596.00 546.29
Lockheed Martin Corporation Common Stock (LMT) 0.2 $324k 726.00 446.71
ISHARES TR 10plus YR INVST GRD Exchange Traded Funds (Country Baskets/iShares) - Domestic (IGLB) 0.2 $323k 6.4k 50.23
Valero Energy Corporation Common Stock (VLO) 0.2 $323k 2.4k 132.07
Morgan Stanley Common Stock (MS) 0.2 $319k 2.7k 116.67
Tjx Companies Incorporated Common Stock (TJX) 0.2 $299k 2.5k 121.82
Adobe Incorporated Common Stock (ADBE) 0.2 $295k 770.00 383.53
Southern Company Common Stock (SO) 0.2 $290k 3.2k 91.95
Kkr & Company Incorporated Common Stock (KKR) 0.2 $290k 2.5k 115.62
Spotify Technology S A Foreign Ordinary Shares (SPOT) 0.2 $277k 504.00 550.03
Blackrock Incorporated Common Stock (BLK) 0.2 $275k 291.00 946.48
Mckesson Corporation Common Stock (MCK) 0.2 $274k 407.00 672.99
Northrop Grumman Corporation Common Stock (NOC) 0.2 $271k 530.00 511.67
Hilton Worldwide Hldgs Incorporated Common Stock (HLT) 0.2 $268k 1.2k 227.61
Mondelez International Incorporated Class A Common Stock (MDLZ) 0.2 $267k 3.9k 67.85
Marsh & Mclennan Companies Incorporated Common Stock (MMC) 0.2 $267k 1.1k 244.03
Becton Dickinson & Company Common Stock (BDX) 0.2 $266k 1.2k 229.06
Conocophillips Common Stock (COP) 0.2 $266k 2.5k 105.02
Wells Fargo Company Common Stock (WFC) 0.2 $264k 3.7k 71.79
Hca Healthcare Incorporated Common Stock (HCA) 0.2 $264k 765.00 345.55
Parker-hannifin Corporation Common Stock (PH) 0.2 $252k 415.00 607.85
Copart Incorporated Common Stock (CPRT) 0.2 $251k 4.4k 56.59
Astrazeneca American Depository Receipts (AZN) 0.2 $249k 3.4k 73.50
General Mls Incorporated Common Stock (GIS) 0.2 $248k 4.1k 59.79
Heico Corporation New Class A Common Stock (HEI.A) 0.2 $248k 1.2k 210.97
Johnson Controls International Foreign Ordinary Shares (JCI) 0.2 $243k 3.0k 80.11
Disney Walt Company Common Stock (DIS) 0.2 $237k 2.4k 98.70
Servicenow Incorporated Common Stock (NOW) 0.2 $235k 295.00 796.14
United Parcel Service Incorporated Class B Common Stock (UPS) 0.2 $235k 2.1k 109.99
Sherwin Williams Company Common Stock (SHW) 0.2 $232k 664.00 349.19
Accenture Plc Ireland Shs Class A Foreign Ordinary Shares (ACN) 0.2 $227k 728.00 312.04
Charter Communications Incorporated New Class A Common Stock (CHTR) 0.2 $224k 607.00 368.53
Lowes Companies Incorporated Common Stock (LOW) 0.2 $220k 943.00 233.23
General Dynamics Corporation Common Stock (GD) 0.2 $218k 798.00 272.58
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Closed End Investment Co. Non Tax Dividend (NZF) 0.2 $213k 17k 12.23
Waste Mgmt Incorporated Del Common Stock (WM) 0.2 $205k 884.00 231.51
Regions Financial Corporation Common Stock (RF) 0.2 $204k 9.4k 21.73
Blackrock Income Tr Incorporated Closed End Funds - Taxable (BKT) 0.2 $203k 17k 11.85
Costar Group Incorporated Common Stock (CSGP) 0.2 $202k 2.5k 79.23
First Trust Wcm International Equity Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (WCMI) 0.1 $178k 13k 14.14