Meadow Creek Wealth Advisors LLC has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $105 Million distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Coca Cola CO with a value of $8.91M, Ishares Core S&P 500 ETF with a value of $7.22M, Nvidia Corp with a value of $5.31M, Microsoft Corp with a value of $5.12M, and Apple Inc. with a value of $4.02M.

Examining the 13F form we can see an decrease of $38.2M in the current position value, from $143M to 105M.

Below you can find more details about Meadow Creek Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $105 Million
Technology: $23.7 Million
ETFs: $21.2 Million
Consumer Defensive: $14.8 Million
Healthcare: $9.97 Million
Financial Services: $9.71 Million
Industrials: $7.29 Million
Consumer Cyclical: $6.79 Million
Communication Services: $6.1 Million
Other: $5.02 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $105 Million
  • Prior Value $143 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 17, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 8 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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