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
$103B
$273,000 0.21% of portfolio
407
Q1 2025 Reduced 19.57%
$107B
$266,000 0.2% of portfolio
1,092
Q1 2025 Added 0.37%
$94.6B
$266,000 0.2% of portfolio
3,928
Q1 2025 Added 0.56%
$50.2B
$265,000 0.2% of portfolio
1,161
Q1 2025 Added 5.35%
$77.6B
$271,000 0.2% of portfolio
530
Q1 2025 Added 12.53%
$317B
$264,000 0.2% of portfolio
3,683
Q1 2025 Reduced 0.24%
$73.9B
$267,000 0.2% of portfolio
1,176
Q1 2025 Reduced 1.51%
$108B
$264,000 0.2% of portfolio
765
Q4 2024 New
$119B
$265,000 0.2% of portfolio
2,528
Q1 2025 New
$11.7B
$250,000 0.19% of portfolio
4,430
Q1 2025 Added 0.32%
$215B
$249,000 0.19% of portfolio
3,392
Q1 2025 Added 0.3%
$31.5B
$248,000 0.19% of portfolio
4,149
Q1 2025 Added 4.04%
$92.4B
$252,000 0.19% of portfolio
415
Q1 2025 Added 2.72%
$211B
$234,000 0.18% of portfolio
295
Q1 2025 Added 11.32%
$73.5B
$242,000 0.18% of portfolio
3,032
Q1 2025 Added 9.22%
$76B
$234,000 0.18% of portfolio
2,134
Q1 2025 Added 10.86%
$192B
$227,000 0.17% of portfolio
728
Q1 2025 Added 1.25%
$67B
$223,000 0.17% of portfolio
607
Q4 2024 New
$91.7B
$231,000 0.17% of portfolio
664
Q4 2024 Reduced 6.08%
$142B
$219,000 0.17% of portfolio
943
Q4 2024 Added 2.72%
$0
$213,000 0.16% of portfolio
17,425
Q1 2024 Reduced 15.7%
$80.9B
$217,000 0.16% of portfolio
798
Q1 2025 New
$93.2B
$204,000 0.15% of portfolio
884
Q1 2025 New
$23.2B
$203,000 0.15% of portfolio
9,372
Q3 2024 New
$33.4B
$201,000 0.15% of portfolio
2,547
Q1 2025 New
Blackrock Income Tr Incorporated Com New
-
$0 0.0% of portfolio
-
Q4 2023 New
Blackrock Incorporated
-
$0 0.0% of portfolio
-
Q4 2024 New
Linde PLC Shs
-
$0 0.0% of portfolio
-
Q1 2025 Added 0.81%
Brookfield Corporation Class A LTD Vt Sh
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.15%
First Trust Wcm International Equity ETF
-
$0 0.0% of portfolio
-
Q1 2025 New
-
$0 0.0% of portfolio
-
Q1 2025 Added 1.21%

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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