Meadow Creek Wealth Advisors LLC Incresed Positions in Q3 2024

Meadow Creek Wealth Advisors LLC

  • $125 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
5.57K
+ 42.21%
$520.18 - $576.82 $2.89M - $3.21M
18.8K $10.8M
BAC
Bank Of America Corp

Financial Services
40.5K
+ 344.37%
$36.65 - $44.13 $1.49M - $1.79M
52.3K $2.08M
KO
Coca Cola CO

Consumer Defensive
2.75K
+ 1.96%
$62.69 - $73.01 $172K - $201K
143K $10.3M
AAPL
Apple Inc.

Technology
1.21K
+ 6.35%
$207.23 - $234.82 $251K - $285K
20.3K $4.73M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.1K
+ 7.84%
$54.98 - $59.51 $280K - $304K
70.2K $4.18M
HD
Home Depot, Inc.

Consumer Cyclical
215
+ 3.66%
$333.64 - $405.2 $71.7K - $87.1K
6.09K $2.47M
WMT
Walmart Inc.

Consumer Defensive
1.24K
+ 4.75%
$66.91 - $81.4 $82.8K - $101K
27.3K $2.2M
UNH
Unitedhealth Group Inc

Healthcare
359
+ 15.24%
$488.01 - $604.18 $175K - $217K
2.71K $1.59M
META
Meta Platforms, Inc.

Communication Services
257
+ 9.23%
$453.41 - $572.44 $117K - $147K
3.04K $1.74M
AVUV
American Centy ETF Tr Avantis

ETFs
2.11K
+ 10.36%
$88.24 - $99.7 $186K - $210K
22.4K $2.15M
RSP
Invesco S&P 500 Equal Weight E

ETFs
536
+ 4.39%
$162.83 - $179.16 $87.3K - $96K
12.7K $2.28M
AVGO
Broadcom Inc.

Technology
15.8K
+ 911.99%
$136.27 - $1745.86 $2.15M - $27.5M
17.5K $3.02M
MSFT
Microsoft Corp

Technology
939
+ 8.2%
$395.15 - $467.56 $371K - $439K
12.4K $5.33M
JPM
Jpmorgan Chase & CO

Financial Services
507
+ 4.24%
$194.9 - $224.8 $98.8K - $114K
12.5K $2.63M
JNJ
Johnson & Johnson

Healthcare
685
+ 11.6%
$145.48 - $167.38 $99.7K - $115K
6.59K $1.07M
IBM
International Business Machines Corp

Technology
582
+ 38.9%
$175.1 - $223.38 $102K - $130K
2.08K $459K
ABBV
Abb Vie Inc.

Healthcare
361
+ 7.93%
$163.84 - $199.33 $59.1K - $72K
4.91K $970K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.79K
+ 11.56%
$57.32 - $62.65 $103K - $112K
17.3K $1.08M
MA
Mastercard Inc

Financial Services
231
+ 21.88%
$429.6 - $500.99 $99.2K - $116K
1.29K $635K
CB
Chubb LTD

Financial Services
103
+ 2.5%
$252.51 - $292.2 $26K - $30.1K
4.23K $1.22M
MSI
Motorola Solutions, Inc.

Technology
52
+ 2.31%
$385.65 - $450.49 $20.1K - $23.4K
2.31K $1.04M
TDG
Trans Digm Group Inc

Industrials
28
+ 3.71%
$1202.03 - $1427.41 $33.7K - $40K
783 $1.12M
AMZN
Amazon Com Inc

Consumer Cyclical
1.23K
+ 11.18%
$161.02 - $200.0 $198K - $246K
12.2K $2.28M
ABT
Abbott Laboratories

Healthcare
1.02K
+ 35.31%
$100.07 - $118.13 $102K - $121K
3.92K $447K
SBUX
Starbucks Corp

Consumer Cyclical
264
+ 4.45%
$72.51 - $98.6 $19.1K - $26K
6.2K $604K
ORCL
Oracle Corp

Technology
309
+ 10.22%
$125.9 - $170.35 $38.9K - $52.6K
3.33K $567K
ADI
Analog Devices Inc

Technology
593
+ 61.32%
$200.56 - $243.33 $119K - $144K
1.56K $359K
NFLX
Netflix Inc

Communication Services
120
+ 9.29%
$598.55 - $722.26 $71.8K - $86.7K
1.41K $1M
LMT
Lockheed Martin Corp

Industrials
58
+ 7.11%
$460.3 - $584.56 $26.7K - $33.9K
874 $510K
UNP
Union Pacific Corp

Industrials
234
+ 7.33%
$221.78 - $256.09 $51.9K - $59.9K
3.43K $843K
ADP
Automatic Data Processing Inc

Industrials
119
+ 6.02%
$233.44 - $279.45 $27.8K - $33.3K
2.1K $579K
APD
Air Products & Chemicals, Inc.

Basic Materials
57
+ 2.6%
$247.34 - $300.11 $14.1K - $17.1K
2.25K $669K
KKR
Kkr & Co. Inc.

Financial Services
232
+ 8.17%
$104.51 - $133.23 $24.2K - $30.9K
3.07K $400K
GOOG
Alphabet Inc.

Communication Services
1.04K
+ 23.25%
$149.54 - $192.66 $155K - $200K
5.5K $918K
CME
Cme Group Inc.

Financial Services
114
+ 3.7%
$193.43 - $220.62 $22.1K - $25.2K
3.19K $703K
XOM
Exxon Mobil Corp

Energy
628
+ 6.42%
$109.72 - $119.0 $68.9K - $74.7K
10.4K $1.22M
PG
Procter & Gamble CO

Consumer Defensive
90
+ 0.94%
$160.76 - $177.82 $14.5K - $16K
9.65K $1.67M
ACN
Accenture PLC

Technology
151
+ 20.21%
$295.44 - $355.81 $44.6K - $53.7K
898 $317K
MDT
Medtronic PLC

Healthcare
318
+ 5.93%
$76.84 - $91.03 $24.4K - $28.9K
5.68K $511K
CMCSA
Comcast Corp

Communication Services
1.41K
+ 12.29%
$37.33 - $41.78 $52.5K - $58.8K
12.9K $537K
NOC
Northrop Grumman Corp

Industrials
71
+ 12.63%
$423.73 - $533.14 $30.1K - $37.9K
633 $334K
SO
Southern CO

Utilities
387
+ 11.96%
$77.0 - $90.52 $29.8K - $35K
3.62K $326K
LLY
Eli Lilly & CO

Healthcare
126
+ 6.56%
$772.14 - $960.02 $97.3K - $121K
2.05K $1.81M
T
At&T Inc.

Communication Services
612
+ 2.9%
$18.21 - $22.28 $11.1K - $13.6K
21.7K $477K
DHR
Danaher Corp

Healthcare
66
+ 3.38%
$239.25 - $280.76 $15.8K - $18.5K
2.02K $561K
EQIX
Equinix Inc

Real Estate
4
+ 0.79%
$749.0 - $890.01 $3K - $3.56K
513 $455K
HON
Honeywell International Inc

Industrials
385
+ 16.24%
$196.73 - $220.21 $75.7K - $84.8K
2.76K $569K
GIS
General Mills Inc

Consumer Defensive
289
+ 8.32%
$62.5 - $75.15 $18.1K - $21.7K
3.76K $277K
MS
Morgan Stanley

Financial Services
346
+ 16.21%
$92.07 - $106.96 $31.9K - $37K
2.48K $258K
Activity Summary
Buys All Purchases 89 New Holdings 19 Increased Positions 70 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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