Meadow Creek Wealth Advisors LLC Reduced Holdings in Q4 2024

Meadow Creek Wealth Advisors LLC

  • $137 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-181
- 8.84%
$727.2 - $932.06 $132K - $169K
1.87K $1.44M
MSFT
Microsoft Corp

Technology
-620
- 5.0%
$406.35 - $454.46 $252K - $282K
11.8K $4.96M
BAC
Bank Of America Corp

Financial Services
-11.1K
- 21.32%
$39.22 - $47.77 $437K - $533K
41.1K $1.81M
MRK
Merck & Co., Inc.

Healthcare
-451
- 3.24%
$96.31 - $114.76 $43.4K - $51.8K
13.5K $1.34M
ADBE
Adobe Inc.

Technology
-253
- 24.9%
$437.39 - $552.96 $111K - $140K
763 $339K
HD
Home Depot, Inc.

Consumer Cyclical
-202
- 3.31%
$385.02 - $431.37 $77.8K - $87.1K
5.89K $2.29M
COST
Costco Wholesale Corp

Consumer Defensive
-246
- 15.06%
$873.59 - $994.69 $215K - $245K
1.39K $1.27M
MPC
Marathon Petroleum Corp

Energy
-186
- 4.04%
$131.65 - $174.84 $24.5K - $32.5K
4.41K $615K
XOM
Exxon Mobil Corp

Energy
-214
- 2.06%
$105.51 - $125.37 $22.6K - $26.8K
10.2K $1.1M
ABBV
Abb Vie Inc.

Healthcare
-90
- 1.83%
$164.99 - $203.87 $14.8K - $18.3K
4.82K $857K
AMT
American Tower Corp

Real Estate
-191
- 12.91%
$179.4 - $232.01 $34.3K - $44.3K
1.29K $236K
VZ
Verizon Communications Inc

Communication Services
-943
- 6.64%
$39.6 - $45.21 $37.3K - $42.6K
13.3K $530K
KLAC
Kla Corp

Technology
-33
- 6.6%
$614.46 - $829.55 $20.3K - $27.4K
467 $294K
UNP
Union Pacific Corp

Industrials
-118
- 3.45%
$223.15 - $249.32 $26.3K - $29.4K
3.31K $754K
TGT
Target Corp

Consumer Defensive
-12
- 0.33%
$121.59 - $160.69 $1.46K - $1.93K
3.59K $485K
APD
Air Products & Chemicals, Inc.

Basic Materials
-196
- 8.72%
$285.5 - $335.62 $56K - $65.8K
2.05K $595K
SO
Southern CO

Utilities
-484
- 13.36%
$81.5 - $94.15 $39.4K - $45.6K
3.14K $258K
PG
Procter & Gamble CO

Consumer Defensive
-85
- 0.88%
$161.05 - $179.7 $13.7K - $15.3K
9.56K $1.6M
FICO
Fair Isaac Corp

Technology
-37
- 25.17%
$1911.01 - $2382.4 $70.7K - $88.1K
110 $219K
ACN
Accenture PLC

Technology
-179
- 19.93%
$343.9 - $376.86 $61.6K - $67.5K
719 $252K
MDT
Medtronic PLC

Healthcare
-92
- 1.62%
$79.61 - $92.24 $7.32K - $8.49K
5.59K $446K
PFE
Pfizer Inc

Healthcare
-845
- 5.66%
$24.8 - $30.19 $21K - $25.5K
14.1K $373K
ETN
Eaton Corp PLC

Industrials
-165
- 3.26%
$326.96 - $377.52 $53.9K - $62.3K
4.89K $1.62M
ROP
Roper Technologies Inc

Industrials
-21
- 2.07%
$519.85 - $575.95 $10.9K - $12.1K
994 $516K
BDX
Becton Dickinson & CO

Healthcare
-128
- 10.41%
$220.02 - $243.75 $28.2K - $31.2K
1.1K $250K
SHW
Sherwin Williams CO

Basic Materials
-43
- 6.08%
$338.75 - $399.71 $14.6K - $17.2K
664 $225K
TT
Trane Technologies PLC

Industrials
-61
- 8.62%
$369.35 - $419.14 $22.5K - $25.6K
647 $238K
TJX
Tjx Companies Inc

Consumer Cyclical
-381
- 13.57%
$112.15 - $127.2 $42.7K - $48.5K
2.43K $293K
ABT
Abbott Laboratories

Healthcare
-218
- 5.56%
$111.93 - $119.39 $24.4K - $26K
3.71K $419K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-50
- 7.76%
$442.29 - $483.08 $22.1K - $24.2K
594 $269K
PGR
Progressive Corp

Financial Services
-12
- 0.78%
$239.6 - $268.88 $2.88K - $3.23K
1.52K $364K
ORCL
Oracle Corp

Technology
-30
- 0.9%
$165.41 - $192.43 $4.96K - $5.77K
3.3K $550K
V
Visa Inc.

Financial Services
-750
- 13.94%
$273.87 - $320.91 $205K - $241K
4.63K $1.46M
Brookfield Corporation Class A LTD Vt Sh
-747
- 9.95%
N/A
6.76K $0
HEIA
Heico Crp Cl A
-45
- 3.74%
N/A
1.16K $0
JCI
Johnson Controls International PLC

Industrials
-9
- 0.32%
$74.23 - $86.6 $668 - $779
2.78K $219K
ISRG
Intuitive Surgical Inc

Healthcare
-15
- 3.08%
$471.27 - $550.62 $7.07K - $8.26K
472 $246K
CME
Cme Group Inc.

Financial Services
-109
- 3.42%
$221.17 - $246.02 $24.1K - $26.8K
3.08K $715K
CPRT
Copart Inc

Consumer Cyclical
-73
- 1.63%
$51.36 - $63.8 $3.75K - $4.66K
4.42K $253K
ADP
Automatic Data Processing Inc

Industrials
-53
- 2.53%
$280.08 - $307.97 $14.8K - $16.3K
2.04K $597K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-55
- 3.97%
$172.07 - $207.36 $9.46K - $11.4K
1.33K $262K
MSI
Motorola Solutions, Inc.

Technology
-7
- 0.3%
$449.08 - $504.6 $3.14K - $3.53K
2.3K $1.06M
KKR
Kkr & Co. Inc.

Financial Services
-111
- 3.62%
$129.87 - $162.87 $14.4K - $18.1K
2.96K $437K
NFLX
Netflix Inc

Communication Services
-56
- 3.97%
$687.65 - $936.56 $38.5K - $52.4K
1.36K $1.21M
JPM
Jpmorgan Chase & CO

Financial Services
-359
- 2.88%
$205.18 - $250.29 $73.7K - $89.9K
12.1K $2.9M
NVDA
Nvidia Corp

Technology
-1.84K
- 4.2%
$117.0 - $148.88 $215K - $273K
41.9K $5.63M
AVGO
Broadcom Inc.

Technology
-550
- 3.15%
$159.67 - $250.0 $87.8K - $138K
16.9K $3.92M
Activity Summary
Buys All Purchases 75 New Holdings 8 Increased Positions 67 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Meadow Creek Wealth Advisors LLC Portfolio

Follow Meadow Creek Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meadow Creek Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meadow Creek Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email