Meadow Creek Wealth Advisors LLC has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $125 Million distributed in 133 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 $10.8M, Coca Cola CO with a value of $10.3M, Microsoft Corp with a value of $5.33M, Nvidia Corp with a value of $5.31M, and Apple Inc. with a value of $4.73M.

Examining the 13F form we can see an increase of $20.2M in the current position value, from $105M to 125M.

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

Portfolio value $125 Million
ETFs: $26.3 Million
Technology: $25.9 Million
Consumer Defensive: $17.1 Million
Financial Services: $14.3 Million
Healthcare: $11.2 Million
Industrials: $9.12 Million
Consumer Cyclical: $8.2 Million
Communication Services: $7.17 Million
Other: $5.59 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 133
  • Current Value $125 Million
  • Prior Value $105 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 19 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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