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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$193B
$496,000 0.36% of portfolio
21,822
Q4 2024 Added 0.48%
$169B
$491,000 0.36% of portfolio
1,886
Q4 2024 Added 0.53%
$785B
$478,000 0.35% of portfolio
1,185
Q4 2024 New
$76B
$484,000 0.35% of portfolio
514
Q4 2024 Added 0.19%
$130B
$479,000 0.35% of portfolio
8,482
Q4 2024 Added 42.67%
$47.9B
$485,000 0.35% of portfolio
3,593
Q4 2024 Reduced 0.33%
$154B
$468,000 0.34% of portfolio
2,041
Q4 2024 Added 0.99%
$219B
$465,000 0.34% of portfolio
2,116
Q4 2024 Added 1.83%
$120B
$446,000 0.32% of portfolio
5,585
Q4 2024 Reduced 1.62%
$97.4B
$419,000 0.31% of portfolio
2,813
Q4 2024 Added 0.36%
$221B
$419,000 0.31% of portfolio
3,706
Q4 2024 Reduced 5.56%
$176B
$426,000 0.31% of portfolio
2,779
Q4 2024 Added 1.28%
$27.1B
$429,000 0.31% of portfolio
10,151
Q4 2024 Added 0.4%
$0
$428,000 0.31% of portfolio
1,938
Q1 2024 New
$115B
$432,000 0.31% of portfolio
889
Q4 2024 Added 1.72%
$0
$391,000 0.28% of portfolio
668
Q4 2024 Added 0.15%
$0
$384,000 0.28% of portfolio
713
Q4 2023 New
$200B
$391,000 0.28% of portfolio
2,573
Q4 2024 Added 0.7%
$160B
$364,000 0.27% of portfolio
1,521
Q4 2024 Reduced 0.78%
$147B
$373,000 0.27% of portfolio
14,084
Q4 2024 Reduced 5.66%
$0
$369,000 0.27% of portfolio
29,532
Q3 2024 Reduced 0.57%
$193B
$372,000 0.27% of portfolio
651
Q4 2024 Added 7.96%
$0
$358,000 0.26% of portfolio
7,667
Q3 2024 Reduced 0.65%
$52.7B
$358,000 0.26% of portfolio
1,724
Q1 2024 Added 0.29%
$0
$350,000 0.26% of portfolio
3,279
Q3 2024 Reduced 0.76%
$0
$362,000 0.26% of portfolio
7,201
Q3 2024 Reduced 0.69%
$0
$349,000 0.25% of portfolio
3,605
Q2 2024 Reduced 0.28%
$180B
$339,000 0.25% of portfolio
763
Q4 2024 Reduced 24.9%
$68.5B
$342,000 0.25% of portfolio
107
Q4 2024 Added 0.94%
$162B
$345,000 0.25% of portfolio
694
Q4 2024 Added 0.73%
$84.1B
$326,000 0.24% of portfolio
275
Q4 2024 Added 4.17%
$204B
$323,000 0.24% of portfolio
2,577
Q4 2024 Added 3.87%
$105B
$335,000 0.24% of portfolio
1,579
Q4 2024 Added 1.22%
$0
$319,000 0.23% of portfolio
6,474
Q3 2024 Reduced 0.77%
$81.2B
$314,000 0.23% of portfolio
3,686
Q4 2024 Added 16.98%
$50.7B
$302,000 0.22% of portfolio
2,468
Q4 2024 Added 6.1%
$100B
$294,000 0.21% of portfolio
467
Q4 2024 Reduced 6.6%
$62B
$295,000 0.21% of portfolio
1,194
Q4 2024 Added 0.84%
$95B
$288,000 0.21% of portfolio
506
Q3 2024 Reduced 0.39%
$135B
$293,000 0.21% of portfolio
2,426
Q4 2024 Reduced 13.57%
$679B
$269,000 0.2% of portfolio
594
Q4 2024 Reduced 7.76%
$167B
$280,000 0.2% of portfolio
265
Q4 2024 Added 10.88%

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
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