Meadow Creek Wealth Advisors LLC Portfolio Holdings

Meadow Creek Wealth Advisors LLC

  • $132 Million
  • Q1 2025

Meadow Creek Wealth Advisors LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $132 Million distributed in 132 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 $11.5M, Sonoco Products CO with a value of $11.3M, Coca Cola CO with a value of $10.3M, Microsoft Corp with a value of $4.42M, and J P Morgan Exchange Traded Fd with a value of $4.35M.

Examining the 13F form we can see an decrease of $4.9M in the current position value, from $137M to 132M.

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

Portfolio value $132 Million
ETFs: $27.3 Million
Technology: $22.4 Million
Consumer Cyclical: $19.7 Million
Consumer Defensive: $17 Million
Financial Services: $14 Million
Healthcare: $10.1 Million
Industrials: $8.53 Million
Communication Services: $7.8 Million
Other: $5.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$162B
$588,000 0.44% of portfolio
2,779
Q1 2025 Added 0.14%
$53.5B
$576,000 0.44% of portfolio
2,783
Q1 2025 Added 3.34%
$160B
$583,000 0.44% of portfolio
1,874
Q1 2025 Reduced 0.64%
$60.7B
$586,000 0.44% of portfolio
995
Q1 2025 Added 0.1%
$235B
$552,000 0.42% of portfolio
4,165
Q1 2025 Added 12.39%
$210B
$530,000 0.4% of portfolio
1,608
Q1 2025 Added 0.31%
$82.6B
$528,000 0.4% of portfolio
4,823
Q1 2025 Added 0.17%
$99.8B
$520,000 0.39% of portfolio
8,539
Q1 2025 Added 0.67%
$102B
$498,000 0.38% of portfolio
2,892
Q1 2025 Added 2.81%
$158B
$485,000 0.37% of portfolio
13,156
Q1 2025 Reduced 6.12%
$117B
$465,000 0.35% of portfolio
5,178
Q1 2025 Reduced 7.29%
$245B
$445,000 0.34% of portfolio
1,654
Q1 2025 Added 0.55%
$71.7B
$435,000 0.33% of portfolio
534
Q1 2025 Added 3.89%
$153B
$426,000 0.32% of portfolio
1,508
Q1 2025 Reduced 0.85%
$220B
$429,000 0.32% of portfolio
699
Q1 2025 Reduced 25.72%
$182B
$430,000 0.32% of portfolio
2,802
Q1 2025 Added 0.83%
$71.5B
$411,000 0.31% of portfolio
108
Q1 2025 Added 0.93%
$5.74B
$382,000 0.29% of portfolio
267
Q1 2025 Reduced 2.91%
$148B
$385,000 0.29% of portfolio
1,881
Q1 2025 Reduced 7.84%
$0
$386,000 0.29% of portfolio
1,938
Q1 2024 New
$640B
$383,000 0.29% of portfolio
2,745
Q1 2025 Reduced 16.87%
$187B
$383,000 0.29% of portfolio
2,559
Q1 2025 Reduced 0.54%
$0
$374,000 0.28% of portfolio
670
Q1 2025 Added 0.3%
$0
$366,000 0.28% of portfolio
713
Q4 2023 New
$47.9B
$372,000 0.28% of portfolio
3,573
Q1 2025 Reduced 0.56%
$0
$365,000 0.28% of portfolio
7,159
Q1 2025 Reduced 0.58%
$0
$376,000 0.28% of portfolio
29,266
Q1 2025 Reduced 0.9%
$173B
$351,000 0.27% of portfolio
691
Q1 2025 Reduced 0.43%
$0
$354,000 0.27% of portfolio
3,262
Q1 2025 Reduced 0.52%
$0
$362,000 0.27% of portfolio
7,625
Q1 2025 Reduced 0.55%
$0
$356,000 0.27% of portfolio
3,605
Q2 2024 Reduced 0.28%
$0
$362,000 0.27% of portfolio
12,952
Q1 2025 Added 29.46%
$631B
$358,000 0.27% of portfolio
674
Q1 2025 Added 13.47%
$142B
$343,000 0.26% of portfolio
13,564
Q1 2025 Reduced 3.69%
$126B
$327,000 0.25% of portfolio
1,624
Q1 2025 Added 2.85%
$60.9B
$327,000 0.25% of portfolio
1,724
Q1 2024 Added 0.29%
$996B
$327,000 0.25% of portfolio
1,265
Q1 2025 Added 6.75%
$103B
$330,000 0.25% of portfolio
1,520
Q1 2025 Added 17.92%
$131B
$331,000 0.25% of portfolio
488
Q1 2025 Added 4.5%
$247B
$325,000 0.25% of portfolio
596
Q1 2025 Reduced 8.45%
$55.7B
$322,000 0.24% of portfolio
2,443
Q1 2025 Reduced 1.01%
$121B
$324,000 0.24% of portfolio
726
Q1 2025 Reduced 18.34%
$244B
$318,000 0.24% of portfolio
2,730
Q1 2025 Added 5.94%
$0
$323,000 0.24% of portfolio
6,434
Q1 2025 Reduced 0.62%
$146B
$298,000 0.23% of portfolio
2,452
Q1 2025 Added 1.07%
$99.6B
$290,000 0.22% of portfolio
3,158
Q1 2025 Added 0.61%
$119B
$289,000 0.22% of portfolio
2,507
Q1 2025 Reduced 15.28%
$176B
$295,000 0.22% of portfolio
770
Q1 2025 Added 0.92%
$140B
$277,000 0.21% of portfolio
504
Q1 2025 Reduced 10.0%

Summary

  • Portfolio
  • No. of Stocks 132
  • Current Value $132 Million
  • Prior Value $137 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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