Meadow Creek Wealth Advisors LLC Purchases in Q1 2025

Meadow Creek Wealth Advisors LLC

  • $132 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
605
+ 0.42%
$60.81 - $72.32 $36.8K - $43.8K
143K $10.3M
V
Visa Inc.

Financial Services
732
+ 15.81%
$306.92 - $362.71 $225K - $266K
5.36K $1.88M
COP
Conocophillips

Energy
2.53K
New
$88.6 - $105.85 $224K - $268K
2.53K $265K
JNJ
Johnson & Johnson

Healthcare
606
+ 9.12%
$142.06 - $167.7 $86.1K - $102K
7.25K $1.2M
GD
General Dynamics Corp

Industrials
798
New
$241.94 - $272.58 $193K - $218K
798 $217K
WM
Waste Management Inc

Industrials
884
New
$200.54 - $233.78 $177K - $207K
884 $204K
CSGP
Costar Group, Inc.

Real Estate
2.55K
New
$69.29 - $80.37 $176K - $205K
2.55K $201K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.98K
+ 5.53%
$56.17 - $59.71 $224K - $238K
76.1K $4.35M
XOM
Exxon Mobil Corp

Energy
559
+ 5.48%
$105.44 - $118.93 $58.9K - $66.5K
10.8K $1.28M
ABBV
Abb Vie Inc.

Healthcare
81
+ 1.68%
$169.2 - $216.66 $13.7K - $17.5K
4.91K $1.03M
CB
Chubb LTD

Financial Services
146
+ 3.44%
$257.71 - $301.99 $37.6K - $44.1K
4.39K $1.32M
IBM
International Business Machines Corp

Technology
359
+ 16.97%
$217.4 - $264.74 $78K - $95K
2.48K $615K
ABT
Abbott Laboratories

Healthcare
459
+ 12.39%
$111.1 - $140.22 $51K - $64.4K
4.17K $552K
UNP
Union Pacific Corp

Industrials
359
+ 10.86%
$225.21 - $254.42 $80.9K - $91.3K
3.67K $866K
AMT
American Tower Corp

Real Estate
231
+ 17.92%
$173.46 - $217.6 $40.1K - $50.3K
1.52K $330K
WMT
Walmart Inc.

Consumer Defensive
1.84K
+ 6.71%
$84.5 - $105.05 $155K - $193K
29.2K $2.57M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.95K
+ 29.46%
$27.01 - $28.54 $79.6K - $84.1K
13K $362K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
80
+ 13.47%
$442.66 - $534.52 $35.4K - $42.8K
674 $358K
SBUX
Starbucks Corp

Consumer Cyclical
401
+ 6.44%
$91.75 - $115.81 $36.8K - $46.4K
6.63K $650K
RTX
Raytheon Technologies Corp

Industrials
16
+ 0.35%
$114.1 - $135.66 $1.83K - $2.17K
4.57K $605K
ICE
Intercontinental Exchange, Inc.

Financial Services
79
+ 2.81%
$142.8 - $176.36 $11.3K - $13.9K
2.89K $498K
VZ
Verizon Communications Inc

Communication Services
156
+ 1.18%
$37.81 - $46.49 $5.9K - $7.25K
13.4K $608K
ROP
Roper Technologies Inc

Industrials
1
+ 0.1%
$502.71 - $593.81 $503 - $594
995 $586K
AZO
Autozone Inc

Consumer Cyclical
1
+ 0.93%
$3193.96 - $3828.11 $3.19K - $3.83K
108 $411K
APD
Air Products & Chemicals, Inc.

Basic Materials
189
+ 9.21%
$283.24 - $338.07 $53.5K - $63.9K
2.24K $660K
NFLX
Netflix Inc

Communication Services
5
+ 0.37%
$828.4 - $1058.6 $4.14K - $5.29K
1.36K $1.27M
ALL
Allstate Corp

Financial Services
90
+ 3.34%
$180.99 - $210.18 $16.3K - $18.9K
2.78K $576K
NOC
Northrop Grumman Corp

Industrials
59
+ 12.53%
$433.45 - $513.82 $25.6K - $30.3K
530 $271K
BMY
Bristol Myers Squibb CO

Healthcare
57
+ 0.67%
$53.9 - $63.11 $3.07K - $3.6K
8.54K $520K
KLAC
Kla Corp

Technology
21
+ 4.5%
$636.62 - $777.63 $13.4K - $16.3K
488 $331K
FTLS
First Tr Long/Short Equity ETF

ETFs
870
+ 7.46%
$63.42 - $68.17 $55.2K - $59.3K
12.5K $803K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
4
+ 0.37%
$208.48 - $244.03 $834 - $976
1.09K $266K
MDLZ
Mondelez International, Inc.

Consumer Defensive
22
+ 0.56%
$56.12 - $68.15 $1.23K - $1.5K
3.93K $266K
SO
Southern CO

Utilities
19
+ 0.61%
$80.96 - $92.96 $1.54K - $1.77K
3.16K $290K
AZN
Astrazeneca PLC

Healthcare
10
+ 0.3%
$65.37 - $77.96 $654 - $780
3.39K $249K
ADP
Automatic Data Processing Inc

Industrials
4
+ 0.2%
$286.85 - $318.64 $1.15K - $1.27K
2.05K $625K
RSP
Invesco S&P 500 Equal Weight E

ETFs
310
+ 2.32%
$169.43 - $182.84 $52.5K - $56.7K
13.7K $2.37M
JCI
Johnson Controls International PLC

Industrials
256
+ 9.22%
$76.12 - $90.6 $19.5K - $23.2K
3.03K $242K
META
Meta Platforms, Inc.

Communication Services
109
+ 3.53%
$576.36 - $736.67 $62.8K - $80.3K
3.19K $1.84M
BDX
Becton Dickinson & CO

Healthcare
59
+ 5.35%
$222.79 - $249.08 $13.1K - $14.7K
1.16K $265K
MSI
Motorola Solutions, Inc.

Technology
150
+ 6.52%
$411.73 - $482.1 $61.8K - $72.3K
2.45K $1.07M
TJX
Tjx Companies Inc

Consumer Cyclical
26
+ 1.07%
$112.81 - $126.16 $2.93K - $3.28K
2.45K $298K
QCOM
Qualcomm Inc

Technology
23
+ 0.83%
$151.94 - $175.86 $3.49K - $4.04K
2.8K $430K
Linde PLC Shs
6
+ 0.81%
N/A
744 $0
HEIA
Heico Crp Cl A
14
+ 1.21%
N/A
1.17K $0
First Trust Wcm International Equity ETF
12.6K
New
N/A
12.6K $0
CPRT
Copart Inc

Consumer Cyclical
14
+ 0.32%
$52.3 - $59.83 $732 - $838
4.43K $250K
PH
Parker Hannifin Corp

Industrials
11
+ 2.72%
$591.65 - $707.05 $6.51K - $7.78K
415 $252K
MS
Morgan Stanley

Financial Services
153
+ 5.94%
$111.68 - $141.08 $17.1K - $21.6K
2.73K $318K
Activity Summary
Buys All Purchases 73 New Holdings 5 Increased Positions 68 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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