Meadow Creek Wealth Advisors LLC Top Holdings and 13F Report (2025) About Meadow Creek Wealth Advisors LLCInvestment ActivityMeadow Creek Wealth Advisors LLC has $138.92 million in total holdings as of December 31, 2024.Meadow Creek Wealth Advisors LLC owns shares of 137 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Approximately 11.85% of the portfolio was purchased this quarter.About 2.93% of the portfolio was sold this quarter.This quarter, Meadow Creek Wealth Advisors LLC has purchased 133 new stocks and bought additional shares in 67 stocks.Meadow Creek Wealth Advisors LLC sold shares of 48 stocks and completely divested from 4 stocks this quarter.Largest Holdings Sonoco Products $11,672,024iShares Core S&P 500 ETF $11,667,638Coca-Cola $8,893,094NVIDIA $5,628,927Apple $5,362,229 Largest New Holdings this Quarter Sonoco Products $11,672,024 HoldingTesla $478,550 HoldingBLACKROCK INCORPORATED $298,307 HoldingInteractive Brokers Group $231,614 HoldingHCA Healthcare $229,615 Holding Largest Purchases this Quarter Sonoco Products 238,936 shares (about $11.67M)iShares Core S&P 500 ETF 1,070 shares (about $629.89K)Tesla 1,185 shares (about $478.55K)Principal Spectrum Preferred Securities Active ETF 23,456 shares (about $436.52K)BLACKROCK INCORPORATED 291 shares (about $298.31K) Largest Sales this Quarter Bank of America 11,149 shares (about $490.00K)Microsoft 620 shares (about $261.33K)NVIDIA 1,836 shares (about $246.56K)Visa 750 shares (about $237.04K)Costco Wholesale 246 shares (about $225.47K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMeadow Creek Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSONSonoco Products$11,672,024$11,672,024 ▲New Holding238,9368.4%Industrial ProductsIVViShares Core S&P 500 ETF$11,667,638$629,888 ▲5.7%19,8208.4%ETFKOCoca-Cola$8,893,094$9,339 ▲0.1%142,8386.4%Consumer StaplesNVDANVIDIA$5,628,927$246,558 ▼-4.2%41,9164.1%Computer and TechnologyAAPLApple$5,362,229$281,471 ▲5.5%21,4133.9%Computer and TechnologyMSFTMicrosoft$4,961,847$261,327 ▼-5.0%11,7723.6%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$4,146,085$109,480 ▲2.7%72,0683.0%ETFAVGOBroadcom$3,924,356$127,512 ▼-3.1%16,9272.8%Computer and TechnologyJPMJPMorgan Chase & Co.$2,901,768$86,058 ▼-2.9%12,1052.1%FinanceAMZNAmazon.com$2,698,716$17,990 ▲0.7%12,3011.9%Retail/WholesaleWMTWalmart$2,474,623$11,475 ▲0.5%27,3891.8%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$2,343,000$110,220 ▲4.9%13,3711.7%ETFAVUVAvantis U.S. Small Cap Value ETF$2,308,663$142,669 ▲6.6%23,9171.7%ETFHDHome Depot$2,292,041$78,580 ▼-3.3%5,8921.6%Retail/WholesalePREFPrincipal Spectrum Preferred Securities Active ETF$1,971,134$436,516 ▲28.4%105,9181.4%ETFBACBank of America$1,808,103$489,999 ▼-21.3%41,1401.3%FinanceMETAMeta Platforms$1,805,713$25,762 ▲1.4%3,0841.3%Computer and TechnologyGOOGLAlphabet$1,694,992$61,144 ▲3.7%8,9541.2%Computer and TechnologyETNEaton$1,623,019$54,753 ▼-3.3%4,8911.2%Industrial ProductsPGProcter & Gamble$1,603,405$14,250 ▼-0.9%9,5641.2%Consumer StaplesVVisa$1,463,005$237,039 ▼-13.9%4,6291.1%Business ServicesLLYEli Lilly and Company$1,440,552$139,732 ▼-8.8%1,8661.0%MedicalUNHUnitedHealth Group$1,398,988$26,301 ▲1.9%2,7661.0%MedicalMRKMerck & Co., Inc.$1,338,034$44,866 ▼-3.2%13,4501.0%MedicalCOSTCostco Wholesale$1,271,260$225,472 ▼-15.1%1,3870.9%Retail/WholesaleNFLXNetflix$1,208,630$49,914 ▼-4.0%1,3560.9%Consumer DiscretionaryCBChubb$1,171,358$3,592 ▲0.3%4,2390.8%FinanceCRMSalesforce$1,139,731$124,705 ▲12.3%3,4090.8%Computer and TechnologyMCDMcDonald's$1,099,809$25,799 ▲2.4%3,7940.8%Retail/WholesaleXOMExxon Mobil$1,096,676$23,020 ▼-2.1%10,1950.8%Oils/EnergyIJHiShares Core S&P Mid-Cap ETF$1,085,689$8,536 ▲0.8%17,4240.8%ETFMSIMotorola Solutions$1,062,509$3,235 ▼-0.3%2,2990.8%Computer and TechnologyGOOGAlphabet$1,055,418$8,570 ▲0.8%5,5420.8%Computer and TechnologyTDGTransDigm Group$1,004,462$12,667 ▲1.3%7930.7%AerospaceJNJJohnson & Johnson$961,434$8,677 ▲0.9%6,6480.7%MedicalCSCOCisco Systems$948,917$4,736 ▲0.5%16,0290.7%Computer and TechnologyABBVAbbVie$857,225$15,993 ▼-1.8%4,8240.6%MedicalCVXChevron$822,981$7,242 ▲0.9%5,6820.6%Oils/EnergyFTLSFirst Trust Long/Short Equity ETF$767,476$129,185 ▲20.2%11,6620.6%ETFUNPUnion Pacific$754,070$26,907 ▼-3.4%3,3070.5%TransportationCMECME Group$715,709$25,312 ▼-3.4%3,0820.5%FinanceMAMastercard$692,876$15,269 ▲2.3%1,3160.5%Business ServicesHONHoneywell International$626,845$4,518 ▲0.7%2,7750.5%Multi-Sector ConglomeratesMPCMarathon Petroleum$615,614$25,947 ▼-4.0%4,4130.4%Oils/EnergyADPAutomatic Data Processing$597,755$15,515 ▼-2.5%2,0420.4%Business ServicesEMREmerson Electric$596,723$8,055 ▲1.4%4,8150.4%Industrial ProductsAPDAir Products and Chemicals$595,060$56,838 ▼-8.7%2,0520.4%Basic MaterialsINTUIntuit$591,466$2,514 ▲0.4%9410.4%Computer and TechnologyCATCaterpillar$581,504$1,814 ▲0.3%1,6030.4%Industrial ProductsSBUXStarbucks$568,305$2,281 ▲0.4%6,2280.4%Retail/WholesaleORCLOracle$550,245$4,999 ▼-0.9%3,3020.4%Computer and TechnologyVZVerizon Communications$530,282$37,712 ▼-6.6%13,2600.4%Computer and TechnologyRTXRTX$526,757$5,786 ▲1.1%4,5520.4%AerospaceCMCSAComcast$525,941$43,534 ▲9.0%14,0140.4%Consumer DiscretionaryALLAllstate$519,183$1,928 ▲0.4%2,6930.4%FinanceROPRoper Technologies$516,897$10,920 ▼-2.1%9940.4%Computer and TechnologyTAT&T$496,887$2,391 ▲0.5%21,8220.4%Computer and TechnologyAMGNAmgen$491,567$2,606 ▲0.5%1,8860.4%MedicalAXPAmerican Express$488,220$5,936 ▲1.2%1,6450.4%FinanceTGTTarget$485,702$1,622 ▼-0.3%3,5930.3%Retail/WholesaleEQIXEquinix$484,645$943 ▲0.2%5140.3%FinanceBMYBristol-Myers Squibb$479,742$143,493 ▲42.7%8,4820.3%MedicalTSLATesla$478,550$478,550 ▲New Holding1,1850.3%Auto/Tires/TrucksDHRDanaher$468,558$4,591 ▲1.0%2,0410.3%Multi-Sector ConglomeratesIBMInternational Business Machines$465,160$8,354 ▲1.8%2,1160.3%Computer and TechnologyMDTMedtronic$446,159$7,349 ▼-1.6%5,5850.3%MedicalKKRKKR & Co. Inc.$437,700$16,419 ▼-3.6%2,9590.3%FinanceLMTLockheed Martin$432,001$7,289 ▲1.7%8890.3%AerospaceFITBFifth Third Bancorp$429,184$1,691 ▲0.4%10,1510.3%FinanceIWMiShares Russell 2000 ETF$428,2200.0%1,9380.3%FinanceQCOMQUALCOMM$426,910$5,377 ▲1.3%2,7790.3%Computer and TechnologyICEIntercontinental Exchange$419,165$1,490 ▲0.4%2,8130.3%FinanceABTAbbott Laboratories$419,152$24,656 ▼-5.6%3,7060.3%MedicalSPYSPDR S&P 500 ETF Trust$391,692$586 ▲0.1%6680.3%FinancePEPPepsiCo$391,250$2,737 ▲0.7%2,5730.3%Consumer StaplesBNBrookfield$388,215$42,918 ▼-10.0%6,7570.3%FinanceVOOVanguard S&P 500 ETF$384,1720.0%7130.3%ETFPFEPfizer$373,649$22,418 ▼-5.7%14,0840.3%MedicalGSThe Goldman Sachs Group$372,776$27,486 ▲8.0%6510.3%FinancePAIWestern Asset Investment Grade Income Fund$369,4450.0%29,5320.3%FinancePGRProgressive$364,480$2,876 ▼-0.8%1,5210.3%FinanceUSIGiShares Broad USD Investment Grade Corporate Bond ETF$362,0660.0%7,2010.3%ManufacturingQLTAiShares Aaa - A Rated Corporate Bond ETF$358,7390.0%7,6670.3%ETFNXPINXP Semiconductors$358,3330.0%1,7240.3%Computer and TechnologyLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$350,3280.0%3,2790.3%FinanceAGGiShares Core U.S. Aggregate Bond ETF$349,3250.0%3,6050.3%FinanceSPGIS&P Global$345,633$2,490 ▲0.7%6940.2%Business ServicesAZOAutoZone$342,614$3,202 ▲0.9%1070.2%Retail/WholesaleADBEAdobe$339,291$112,504 ▼-24.9%7630.2%Computer and TechnologyADIAnalog Devices$335,474$4,037 ▲1.2%1,5790.2%Computer and TechnologyORLYO'Reilly Automotive$326,095$13,044 ▲4.2%2750.2%Retail/WholesaleMSMorgan Stanley$323,980$12,069 ▲3.9%2,5770.2%FinanceIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$319,8160.0%6,4740.2%ETFPYPLPayPal$314,600$45,662 ▲17.0%3,6860.2%Computer and TechnologyLINDE PLC SHS$308,773$8,368 ▲2.8%7380.2%Foreign Ordinary SharesVLOValero Energy$302,552$17,408 ▲6.1%2,4680.2%Oils/EnergyBLACKROCK INCORPORATED$298,307$298,307 ▲New Holding2910.2%Common StockHLTHilton Worldwide$295,182$2,472 ▲0.8%1,1940.2%Consumer DiscretionaryKLACKLA$294,266$20,794 ▼-6.6%4670.2%Computer and TechnologyTJXTJX Companies$293,129$46,036 ▼-13.6%2,4260.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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