Meadow Creek Wealth Advisors LLC Portfolio Holdings

Meadow Creek Wealth Advisors LLC

  • $137 Million
  • Q4 2024

Meadow Creek Wealth Advisors LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $137 Million distributed in 137 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sonoco Products CO with a value of $11.7M, Ishares Core S&P 500 ETF with a value of $11.7M, Coca Cola CO with a value of $8.89M, Nvidia Corp with a value of $5.63M, and Apple Inc. with a value of $5.36M.

Examining the 13F form we can see an increase of $12.4M in the current position value, from $125M to 137M.

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

Portfolio value $137 Million
ETFs: $27.5 Million
Technology: $27.4 Million
Consumer Cyclical: $20.5 Million
Consumer Defensive: $15.6 Million
Financial Services: $14.8 Million
Healthcare: $10.1 Million
Industrials: $8.43 Million
Communication Services: $8.05 Million
Other: $4.85 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.55B
$11.7 Million 8.5% of portfolio
238,936
Q4 2024 New
$297B
$8.89 Million 6.48% of portfolio
142,838
Q4 2024 Added 0.11%
$293B
$5.63 Million 4.1% of portfolio
41,916
Q4 2024 Reduced 4.2%
$3.51T
$5.36 Million 3.91% of portfolio
21,413
Q4 2024 Added 5.54%
$2.92T
$4.96 Million 3.61% of portfolio
11,772
Q4 2024 Reduced 5.0%
$77.6B
$3.92 Million 2.86% of portfolio
16,927
Q4 2024 Reduced 3.15%
$709B
$2.9 Million 2.11% of portfolio
12,105
Q4 2024 Reduced 2.88%
$2T
$2.7 Million 1.97% of portfolio
12,301
Q4 2024 Added 0.67%
$233B
$2.47 Million 1.8% of portfolio
27,389
Q4 2024 Added 0.47%
$359B
$2.29 Million 1.67% of portfolio
5,892
Q4 2024 Reduced 3.31%
$1.34T
$1.82 Million 1.33% of portfolio
3,084
Q4 2024 Added 1.45%
$341B
$1.81 Million 1.32% of portfolio
41,140
Q4 2024 Reduced 21.32%
$980B
$1.69 Million 1.23% of portfolio
8,954
Q4 2024 Added 3.74%
$118B
$1.62 Million 1.18% of portfolio
4,891
Q4 2024 Reduced 3.26%
$395B
$1.6 Million 1.17% of portfolio
9,564
Q4 2024 Reduced 0.88%
$549B
$1.46 Million 1.07% of portfolio
4,629
Q4 2024 Reduced 13.94%
$483B
$1.4 Million 1.02% of portfolio
2,766
Q4 2024 Added 1.92%
$236B
$1.34 Million 0.97% of portfolio
13,450
Q4 2024 Reduced 3.24%
$402B
$1.27 Million 0.93% of portfolio
1,387
Q4 2024 Reduced 15.06%
$427B
$1.21 Million 0.88% of portfolio
1,356
Q4 2024 Reduced 3.97%
$121B
$1.17 Million 0.85% of portfolio
4,239
Q4 2024 Added 0.31%
$281B
$1.14 Million 0.83% of portfolio
3,409
Q4 2024 Added 12.29%
$481B
$1.1 Million 0.8% of portfolio
10,195
Q4 2024 Reduced 2.06%
$225B
$1.1 Million 0.8% of portfolio
3,794
Q4 2024 Added 2.4%
$1.01T
$1.06 Million 0.77% of portfolio
5,542
Q4 2024 Added 0.82%
$70.5B
$1.06 Million 0.77% of portfolio
2,299
Q4 2024 Reduced 0.3%
$73B
$1 Million 0.73% of portfolio
793
Q4 2024 Added 1.28%
$428B
$961,000 0.7% of portfolio
6,648
Q4 2024 Added 0.91%
$248B
$948,000 0.69% of portfolio
16,029
Q4 2024 Added 0.5%
$371B
$857,000 0.62% of portfolio
4,824
Q4 2024 Reduced 1.83%
$322B
$822,000 0.6% of portfolio
5,682
Q4 2024 Added 0.89%
$144B
$754,000 0.55% of portfolio
3,307
Q4 2024 Reduced 3.45%
$94.7B
$715,000 0.52% of portfolio
3,082
Q4 2024 Reduced 3.42%
$511B
$692,000 0.5% of portfolio
1,316
Q4 2024 Added 2.25%
$141B
$626,000 0.46% of portfolio
2,775
Q4 2024 Added 0.73%
$74.8B
$615,000 0.45% of portfolio
4,413
Q4 2024 Reduced 4.04%
$66.9B
$596,000 0.43% of portfolio
4,815
Q4 2024 Added 1.37%
$170B
$591,000 0.43% of portfolio
941
Q4 2024 Added 0.43%
$123B
$597,000 0.43% of portfolio
2,042
Q4 2024 Reduced 2.53%
$64.7B
$595,000 0.43% of portfolio
2,052
Q4 2024 Reduced 8.72%
$177B
$581,000 0.42% of portfolio
1,603
Q4 2024 Added 0.31%
$111B
$567,000 0.41% of portfolio
6,228
Q4 2024 Added 0.4%
$410B
$550,000 0.4% of portfolio
3,302
Q4 2024 Reduced 0.9%
$185B
$530,000 0.39% of portfolio
13,260
Q4 2024 Reduced 6.64%
$55.8B
$519,000 0.38% of portfolio
2,693
Q4 2024 Added 0.37%
$162B
$525,000 0.38% of portfolio
14,014
Q4 2024 Added 9.02%
$195B
$526,000 0.38% of portfolio
4,552
Q4 2024 Added 1.11%
$60.7B
$516,000 0.38% of portfolio
994
Q4 2024 Reduced 2.07%
$202B
$488,000 0.36% of portfolio
1,645
Q4 2024 Added 1.23%

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $137 Million
  • Prior Value $125 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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