Meadow Creek Wealth Advisors LLC Portfolio Holdings

Meadow Creek Wealth Advisors LLC

  • $132 Million
  • Q1 2025

Meadow Creek Wealth Advisors LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $132 Million distributed in 132 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $11.5M, Sonoco Products CO with a value of $11.3M, Coca Cola CO with a value of $10.3M, Microsoft Corp with a value of $4.42M, and J P Morgan Exchange Traded Fd with a value of $4.35M.

Examining the 13F form we can see an decrease of $4.9M in the current position value, from $137M to 132M.

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

Portfolio value $132 Million
ETFs: $27.3 Million
Technology: $22.4 Million
Consumer Cyclical: $19.7 Million
Consumer Defensive: $17 Million
Financial Services: $14 Million
Healthcare: $10.1 Million
Industrials: $8.53 Million
Communication Services: $7.8 Million
Other: $5.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.5 Million 8.65% of portfolio
20,380
Q1 2025 Added 2.83%
$4B
$11.3 Million 8.53% of portfolio
238,986
Q1 2025 Added 0.02%
$314B
$10.3 Million 7.76% of portfolio
143,443
Q1 2025 Added 0.42%
$2.95T
$4.42 Million 3.34% of portfolio
11,779
Q1 2025 Added 0.06%
$0
$4.35 Million 3.28% of portfolio
76,050
Q1 2025 Added 5.53%
$3.42T
$4.35 Million 3.28% of portfolio
19,563
Q1 2025 Reduced 8.64%
$271B
$4.25 Million 3.21% of portfolio
39,239
Q1 2025 Reduced 6.39%
$718B
$2.95 Million 2.23% of portfolio
12,020
Q1 2025 Reduced 0.7%
$78B
$2.81 Million 2.12% of portfolio
16,767
Q1 2025 Reduced 0.95%
$264B
$2.57 Million 1.94% of portfolio
29,227
Q1 2025 Added 6.71%
$0
$2.37 Million 1.79% of portfolio
13,681
Q1 2025 Added 2.32%
$1.88T
$2.32 Million 1.76% of portfolio
12,217
Q1 2025 Reduced 0.68%
$0
$2.17 Million 1.64% of portfolio
24,923
Q1 2025 Added 4.21%
$0
$2.13 Million 1.61% of portfolio
113,673
Q1 2025 Added 7.32%
$369B
$2.11 Million 1.6% of portfolio
5,768
Q1 2025 Reduced 2.1%
$565B
$1.88 Million 1.42% of portfolio
5,361
Q1 2025 Added 15.81%
$385B
$1.6 Million 1.21% of portfolio
9,407
Q1 2025 Reduced 1.64%
$854B
$1.42 Million 1.08% of portfolio
1,723
Q1 2025 Reduced 7.66%
$117B
$1.4 Million 1.06% of portfolio
5,151
Q1 2025 Added 5.32%
$957B
$1.39 Million 1.05% of portfolio
8,974
Q1 2025 Added 0.22%
$385B
$1.35 Million 1.02% of portfolio
2,580
Q1 2025 Reduced 6.72%
$119B
$1.32 Million 1.0% of portfolio
4,385
Q1 2025 Added 3.44%
$440B
$1.31 Million 0.99% of portfolio
1,387
Q4 2024 Reduced 15.06%
$440B
$1.28 Million 0.97% of portfolio
10,754
Q1 2025 Added 5.48%
$504B
$1.27 Million 0.96% of portfolio
1,361
Q1 2025 Added 0.37%
$409B
$1.2 Million 0.91% of portfolio
7,254
Q1 2025 Added 9.12%
$216B
$1.19 Million 0.9% of portfolio
13,228
Q1 2025 Reduced 1.65%
$235B
$1.18 Million 0.89% of portfolio
3,772
Q1 2025 Reduced 0.58%
$73.5B
$1.07 Million 0.81% of portfolio
2,449
Q1 2025 Added 6.52%
$76.6B
$1.06 Million 0.8% of portfolio
767
Q1 2025 Reduced 3.28%
$345B
$1.03 Million 0.78% of portfolio
4,905
Q1 2025 Added 1.68%
$320B
$1 Million 0.76% of portfolio
24,046
Q1 2025 Reduced 41.55%
$237B
$984,000 0.74% of portfolio
15,959
Q1 2025 Reduced 0.44%
$269B
$953,000 0.72% of portfolio
3,553
Q1 2025 Added 4.22%
$266B
$881,000 0.67% of portfolio
5,268
Q1 2025 Reduced 7.29%
$979B
$870,000 0.66% of portfolio
5,574
Q1 2025 Added 0.58%
$133B
$866,000 0.65% of portfolio
3,666
Q1 2025 Added 10.86%
$0
$803,000 0.61% of portfolio
12,532
Q1 2025 Added 7.46%
$99.6B
$800,000 0.6% of portfolio
3,018
Q1 2025 Reduced 2.08%
$0
$775,000 0.59% of portfolio
13,289
Q1 2025 Reduced 23.73%
$523B
$718,000 0.54% of portfolio
1,311
Q1 2025 Reduced 0.38%
$60.1B
$660,000 0.5% of portfolio
2,241
Q1 2025 Added 9.21%
$97.4B
$650,000 0.49% of portfolio
6,629
Q1 2025 Added 6.44%
$125B
$625,000 0.47% of portfolio
2,046
Q1 2025 Added 0.2%
$185B
$605,000 0.46% of portfolio
4,568
Q1 2025 Added 0.35%
$185B
$608,000 0.46% of portfolio
13,416
Q1 2025 Added 1.18%
$197B
$603,000 0.46% of portfolio
21,349
Q1 2025 Reduced 2.17%
$68.5B
$606,000 0.46% of portfolio
4,160
Q1 2025 Reduced 5.73%
$217B
$615,000 0.46% of portfolio
2,475
Q1 2025 Added 16.97%

Summary

  • Portfolio
  • No. of Stocks 132
  • Current Value $132 Million
  • Prior Value $137 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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