Meadow Creek Wealth Advisors

Meadow Creek Wealth Advisors as of June 30, 2025

Portfolio Holdings for Meadow Creek Wealth Advisors

Meadow Creek Wealth Advisors holds 142 positions in its portfolio as reported in the June 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) 8.6 $13M 21k 620.90
Sonoco Products Company Common Stock (SON) 7.0 $10M 239k 43.56
Coca Cola Company Common Stock (KO) 6.9 $10M 144k 70.75
Nvidia Corporation Common Stock (NVDA) 4.4 $6.5M 41k 157.99
Microsoft Corporation Common Stock (MSFT) 4.1 $6.1M 12k 497.41
Broadcom Incorporated Common Stock (AVGO) 3.3 $4.9M 18k 275.65
Jpmorgan Equity Premium Income Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (JEPI) 3.0 $4.5M 79k 56.85
Apple Incorporated Common Stock (AAPL) 2.7 $4.0M 19k 205.17
Jpmorgan Chase & Company. Common Stock (JPM) 2.3 $3.5M 12k 289.92
Eli Lilly & Company Common Stock (LLY) 2.1 $3.1M 4.0k 779.53
Walmart Incorporated Common Stock (WMT) 1.9 $2.9M 29k 97.78
Invesco S&p 500 Equal Weight Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (RSP) 1.8 $2.7M 15k 181.74
Amazon Com Incorporated Common Stock (AMZN) 1.7 $2.6M 12k 219.39
Principal Spectrum Preferred Securities Active Etf Exchange Traded Funds (Country Baskets/iShares) -.. (PREF) 1.7 $2.5M 130k 18.97
Meta Platforms Incorporated Class A Common Stock (META) 1.6 $2.4M 3.2k 738.09
Avantis U.s. Small Cap Value Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (AVUV) 1.5 $2.3M 25k 91.10
Home Depot Incorporated Common Stock (HD) 1.4 $2.1M 5.7k 366.66
Visa Incorporated Com Class A Common Stock (V) 1.2 $1.8M 5.1k 355.06
Eaton Corporation Foreign Ordinary Shares (ETN) 1.2 $1.7M 4.9k 356.96
Netflix Incorporated Common Stock (NFLX) 1.1 $1.6M 1.2k 1339.13
Procter And Gamble Company Common Stock (PG) 1.0 $1.5M 9.2k 159.32
Exxon Mobil Corporation Common Stock (XOM) 1.0 $1.4M 13k 107.80
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL) 0.9 $1.4M 7.9k 176.23
Costco Wholesale Corporation Common Stock (COST) 0.9 $1.4M 1.4k 990.25
Chubb Foreign Ordinary Shares (CB) 0.8 $1.3M 4.3k 289.75
Bank America Corporation Common Stock (BAC) 0.8 $1.2M 24k 47.32
Mcdonalds Corporation Common Stock (MCD) 0.8 $1.1M 3.9k 292.16
Transdigm Group Incorporated Common Stock (TDG) 0.8 $1.1M 742.00 1519.85
Cisco Systems Incorporated Common Stock (CSCO) 0.7 $1.1M 16k 69.38
Johnson & Johnson Common Stock (JNJ) 0.7 $1.1M 7.0k 152.75
Motorola Solutions Incorporated Common Stock (MSI) 0.7 $1.0M 2.4k 420.40
Abbvie Incorporated Common Stock (ABBV) 0.7 $1.0M 5.4k 185.62
Merck & Company Incorporated Common Stock (MRK) 0.6 $932k 12k 79.16
First Trust Long/short Equity Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (FTLS) 0.6 $883k 13k 66.28
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG) 0.6 $853k 4.8k 177.39
Salesforce Incorporated Common Stock (CRM) 0.6 $853k 3.1k 272.69
International Business Machines Common Stock (IBM) 0.5 $782k 2.7k 294.78
Chevron Corporation Common Stock (CVX) 0.5 $742k 5.2k 143.19
Mastercard Incorporated Class A Common Stock (MA) 0.5 $732k 1.3k 561.87
Unitedhealth Group Incorporated Common Stock (UNH) 0.5 $729k 2.3k 311.91
Regions Financial Corporation Common Stock (RF) 0.5 $721k 31k 23.52
Union Pac Corporation Common Stock (UNP) 0.5 $711k 3.1k 230.06
Rtx Corporation Common Stock (RTX) 0.5 $699k 4.8k 146.02
Marathon Pete Corporation Common Stock (MPC) 0.5 $674k 4.1k 166.11
Honeywell International Incorporated Common Stock (HON) 0.4 $654k 2.8k 232.88
Ishares Tr Core S&p Mcp Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (IJH) 0.4 $647k 10k 62.02
Emerson Elec Company Common Stock (EMR) 0.4 $643k 4.8k 133.33
At&t Incorporated Common Stock (T) 0.4 $643k 22k 28.94
Air Products & Chemicals Incorporated Common Stock (APD) 0.4 $642k 2.3k 282.02
Automatic Data Processing Incorporated Common Stock (ADP) 0.4 $639k 2.1k 308.40
Abbott Labs Common Stock (ABT) 0.4 $621k 4.6k 136.00
Oracle Corporation Common Stock (ORCL) 0.4 $615k 2.8k 218.63
Caterpillar Incorporated Common Stock (CAT) 0.4 $611k 1.6k 388.21
Verizon Communications Incorporated Common Stock (VZ) 0.4 $575k 13k 43.27
Allstate Corporation Common Stock (ALL) 0.4 $561k 2.8k 201.31
Roper Technologies Incorporated Common Stock (ROP) 0.4 $550k 970.00 567.03
Intuit Common Stock (INTU) 0.4 $544k 691.00 787.63
American Express Company Common Stock (AXP) 0.4 $528k 1.7k 318.98
Intercontinental Exchange Incorporated Common Stock (ICE) 0.4 $521k 2.8k 183.47
Amgen Incorporated Common Stock (AMGN) 0.4 $519k 1.9k 279.21
Starbucks Corporation Common Stock (SBUX) 0.3 $512k 5.6k 91.63
Cme Group Incorporated Common Stock (CME) 0.3 $490k 1.8k 275.64
Cintas Corporation Common Stock (CTAS) 0.3 $474k 2.1k 222.87
Comcast Corporation New Class A Common Stock (CMCSA) 0.3 $463k 13k 35.69
Medtronic Foreign Ordinary Shares (MDT) 0.3 $460k 5.3k 87.18
Goldman Sachs Group Incorporated Common Stock (GS) 0.3 $447k 632.00 707.75
Qualcomm Incorporated Common Stock (QCOM) 0.3 $446k 2.8k 159.26
Tesla Incorporated Common Stock (TSLA) 0.3 $445k 1.4k 317.66
Fifth Third Bancorp Common Stock (FITB) 0.3 $430k 11k 41.13
Kla Corporation Common Stock (KLAC) 0.3 $425k 474.00 895.74
Equinix Incorporated Reit Real Estate Investment Trusts (EQIX) 0.3 $422k 530.00 795.47
Spdr S&p 500 Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (SPY) 0.3 $415k 671.00 617.79
Equity Residential Sh Ben Int Reit Real Estate Investment Trusts (EQR) 0.3 $409k 6.1k 67.49
Analog Devices Incorporated Common Stock (ADI) 0.3 $407k 1.7k 238.02
Vanguard Index Funds S&p 500 Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (VOO) 0.3 $405k 713.00 568.03
Brookfield Corporation Class A Ltd Vt Sh Foreign Ordinary Shares (BN) 0.3 $404k 6.5k 61.85
Bristol-myers Squibb Company Common Stock (BMY) 0.3 $395k 8.5k 46.29
Morgan Stanley Common Stock (MS) 0.3 $394k 2.8k 140.86
Western Asset Investment Grade Closed End Funds - Taxable (PAI) 0.3 $380k 29k 12.98
Philip Morris International Incorporated Common Stock (PM) 0.2 $369k 2.0k 182.13
Ishares Tr Usd Inv Grde Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (USIG) 0.2 $368k 7.2k 51.44
Nxp Semiconductors N V Foreign Ordinary Shares (NXPI) 0.2 $367k 1.7k 218.49
Ishares Tr A Rate Cp Bd Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (QLTA) 0.2 $365k 7.6k 47.84
Autozone Incorporated Common Stock (AZO) 0.2 $364k 98.00 3712.23
S&p Global Incorporated Common Stock (SPGI) 0.2 $360k 683.00 527.29
Ishares Tr Core Us Aggbd Et Exchange Traded Funds (Country Baskets/iShares) - Domestic (AGG) 0.2 $358k 3.6k 99.20
Ishares Tr Iboxx Inv Cp Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (LQD) 0.2 $358k 3.3k 109.61
Progressive Corporation Common Stock (PGR) 0.2 $357k 1.3k 266.89
Disney Walt Company Common Stock (DIS) 0.2 $357k 2.9k 124.01
Danaher Corporation Common Stock (DHR) 0.2 $353k 1.8k 197.56
Target Corporation Common Stock (TGT) 0.2 $350k 3.5k 98.65
Linde Foreign Ordinary Shares (LIN) 0.2 $349k 744.00 468.87
Spotify Technology S A Foreign Ordinary Shares (SPOT) 0.2 $348k 453.00 767.34
Schwab Us Dividend Equity Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (SCHD) 0.2 $343k 13k 26.50
Lockheed Martin Corporation Common Stock (LMT) 0.2 $335k 723.00 463.14
American Tower Corporation New Reit Real Estate Investment Trusts (AMT) 0.2 $332k 1.5k 221.01
Pepsico Incorporated Common Stock (PEP) 0.2 $331k 2.5k 132.04
Johnson Controls International Foreign Ordinary Shares (JCI) 0.2 $330k 3.1k 105.62
Pfizer Incorporated Common Stock (PFE) 0.2 $330k 14k 24.24
Oreilly Automotive Incorporated Common Stock (ORLY) 0.2 $323k 3.6k 90.13
ISHARES TR 10plus YR INVST GRD Exchange Traded Funds (Country Baskets/iShares) - Domestic (IGLB) 0.2 $323k 6.4k 50.21
Southern Company Common Stock (SO) 0.2 $321k 3.5k 91.83
First Trust Wcm International Equity Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (WCMI) 0.2 $318k 20k 15.91
Mckesson Corporation Common Stock (MCK) 0.2 $312k 426.00 732.78
Blackrock Incorporated Common Stock (BLK) 0.2 $311k 296.00 1049.25
Tjx Companies Incorporated Common Stock (TJX) 0.2 $306k 2.5k 123.51
Wells Fargo Company Common Stock (WFC) 0.2 $306k 3.8k 80.12
Hilton Worldwide Hldgs Incorporated Common Stock (HLT) 0.2 $303k 1.1k 266.41
Parker-hannifin Corporation Common Stock (PH) 0.2 $300k 430.00 698.47
Valero Energy Corporation Common Stock (VLO) 0.2 $298k 2.2k 134.42
General Dynamics Corporation Common Stock (GD) 0.2 $294k 1.0k 291.66
Hca Healthcare Incorporated Common Stock (HCA) 0.2 $293k 765.00 383.10
Adobe Incorporated Common Stock (ADBE) 0.2 $288k 744.00 386.88
Heico Corporation New Class A Common Stock (HEI.A) 0.2 $282k 1.1k 258.75
Kkr & Company Incorporated Common Stock (KKR) 0.2 $280k 2.1k 133.04
Mondelez International Incorporated Class A Common Stock (MDLZ) 0.2 $272k 4.0k 67.44
Northrop Grumman Corporation Common Stock (NOC) 0.2 $271k 543.00 499.66
Berkshire Hathaway Incorporated Del Class B Common Stock (BRK.B) 0.2 $269k 554.00 485.77
Taiwan Semiconductor Mfg American Depository Receipts (TSM) 0.2 $263k 1.2k 226.49
Accenture Plc Ireland Shs Class A Foreign Ordinary Shares (ACN) 0.2 $261k 873.00 298.89
Lam Research Corporation Common Stock (LRCX) 0.2 $259k 2.7k 97.34
Trane Technologies Foreign Ordinary Shares (TT) 0.2 $258k 590.00 437.41
Interactive Brokers Group Incorporated Com Class A Common Stock (IBKR) 0.2 $255k 4.6k 55.41
Servicenow Incorporated Common Stock (NOW) 0.2 $252k 245.00 1028.08
Schwab Charles Corporation Common Stock (SCHW) 0.2 $242k 2.7k 91.25
Lpl Finl Hldgs Incorporated Common Stock (LPLA) 0.2 $234k 625.00 374.97
Mercadolibre Incorporated Common Stock (MELI) 0.2 $230k 88.00 2613.62
Digital Rlty Tr Incorporated Reit Real Estate Investment Trusts (DLR) 0.2 $229k 1.3k 174.33
Astrazeneca American Depository Receipts (AZN) 0.2 $226k 3.2k 69.88
Sherwin Williams Company Common Stock (SHW) 0.2 $225k 655.00 343.36
Deere & Company Common Stock (DE) 0.1 $217k 426.00 508.49
Bank New York Mellon Corporation Common Stock (BK) 0.1 $215k 2.4k 91.11
Marsh & Mclennan Companies Incorporated Common Stock (MMC) 0.1 $213k 976.00 218.64
Gilead Sciences Incorporated Common Stock (GILD) 0.1 $213k 1.9k 110.87
United Parcel Service Incorporated Class B Common Stock (UPS) 0.1 $213k 2.1k 100.94
Lowes Companies Incorporated Common Stock (LOW) 0.1 $210k 947.00 221.87
Conocophillips Common Stock (COP) 0.1 $209k 2.3k 89.74
Copart Incorporated Common Stock (CPRT) 0.1 $209k 4.3k 49.07
Waste Mgmt Incorporated Del Common Stock (WM) 0.1 $209k 912.00 228.82
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Closed End Investment Co. Non Tax Dividend (NZF) 0.1 $208k 17k 11.92
Paypal Hldgs Incorporated Common Stock (PYPL) 0.1 $205k 2.8k 74.32
Blackrock Income Tr Incorporated Closed End Funds - Taxable (BKT) 0.1 $201k 17k 11.75