Meadow Creek Wealth Advisors LLC Purchases in Q4 2024

Meadow Creek Wealth Advisors LLC

  • $137 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SON
Sonoco Products CO

Consumer Cyclical
239K
New
$48.6 - $54.89 $11.6M - $13.1M
239K $11.7M
IVV
Ishares Core S&P 500 ETF

ETFs
1.07K
+ 5.71%
$570.51 - $610.59 $610K - $653K
19.8K $11.7M
AAPL
Apple Inc.

Technology
1.12K
+ 5.54%
$221.69 - $259.02 $249K - $291K
21.4K $5.36M
TSLA
Tesla, Inc.

Consumer Cyclical
1.19K
New
$213.65 - $479.86 $253K - $569K
1.19K $478K
AMZN
Amazon Com Inc

Consumer Cyclical
82
+ 0.67%
$180.88 - $232.93 $14.8K - $19.1K
12.3K $2.7M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
23.5K
+ 28.44%
$18.59 - $18.8 $436K - $441K
106K $1.97M
CRM
Salesforce, Inc.

Technology
373
+ 12.29%
$270.87 - $367.87 $101K - $137K
3.41K $1.14M
WMT
Walmart Inc.

Consumer Defensive
127
+ 0.47%
$79.1 - $95.7 $10K - $12.2K
27.4K $2.47M
GOOGL
Alphabet Inc.

Communication Services
323
+ 3.74%
$161.86 - $196.66 $52.3K - $63.5K
8.95K $1.69M
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.31K
New
$138.3 - $192.95 $181K - $253K
1.31K $231K
BX
Blackstone Inc.

Financial Services
1.26K
New
$148.45 - $199.05 $187K - $251K
1.26K $217K
CHTR
Charter Communications, Inc.

Communication Services
607
New
$315.38 - $408.02 $191K - $248K
607 $208K
BMY
Bristol Myers Squibb CO

Healthcare
2.54K
+ 42.67%
$51.92 - $59.94 $132K - $152K
8.48K $479K
AVUV
American Centy ETF Tr Avantis

ETFs
1.48K
+ 6.59%
$94.37 - $106.41 $139K - $157K
23.9K $2.31M
FTLS
First Tr Long/Short Equity ETF

ETFs
1.96K
+ 20.24%
$63.1 - $67.29 $124K - $132K
11.7K $767K
GOOG
Alphabet Inc.

Communication Services
45
+ 0.82%
$163.08 - $198.16 $7.34K - $8.92K
5.54K $1.06M
CSCO
Cisco Systems, Inc.

Technology
80
+ 0.5%
$52.45 - $60.02 $4.2K - $4.8K
16K $948K
META
Meta Platforms, Inc.

Communication Services
44
+ 1.45%
$554.08 - $632.68 $24.4K - $27.8K
3.08K $1.82M
EMR
Emerson Electric CO

Industrials
65
+ 1.37%
$108.13 - $134.33 $7.03K - $8.73K
4.82K $596K
GS
Goldman Sachs Group Inc

Financial Services
48
+ 7.96%
$486.1 - $608.57 $23.3K - $29.2K
651 $372K
PYPL
Pay Pal Holdings, Inc.

Financial Services
535
+ 16.98%
$77.25 - $91.3 $41.3K - $48.8K
3.69K $314K
NOW
Service Now, Inc.

Technology
26
+ 10.88%
$867.18 - $1148.42 $22.5K - $29.9K
265 $280K
MS
Morgan Stanley

Financial Services
96
+ 3.87%
$104.42 - $134.99 $10K - $13K
2.58K $323K
RSP
Invesco S&P 500 Equal Weight E

ETFs
629
+ 4.94%
$174.22 - $187.62 $110K - $118K
13.4K $2.34M
WFC
Wells Fargo & Company

Financial Services
125
+ 3.5%
$54.98 - $77.35 $6.87K - $9.67K
3.69K $259K
MA
Mastercard Inc

Financial Services
29
+ 2.25%
$491.3 - $536.15 $14.2K - $15.5K
1.32K $692K
HON
Honeywell International Inc

Industrials
20
+ 0.73%
$202.84 - $236.0 $4.06K - $4.72K
2.78K $626K
AXP
American Express CO

Financial Services
20
+ 1.23%
$267.35 - $305.57 $5.35K - $6.11K
1.65K $488K
SPOT
Spotify Technology S.A.

Communication Services
5
+ 0.9%
$362.95 - $502.38 $1.81K - $2.51K
560 $250K
DIS
Walt Disney CO

Communication Services
25
+ 1.07%
$92.39 - $117.6 $2.31K - $2.94K
2.35K $262K
EQIX
Equinix Inc

Real Estate
1
+ 0.19%
$865.69 - $985.0 $866 - $985
514 $484K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
10
+ 0.84%
$229.83 - $258.46 $2.3K - $2.58K
1.19K $295K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
152
+ 16.24%
$209.89 - $233.24 $31.9K - $35.5K
1.09K $231K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
11
+ 4.17%
$1146.59 - $1270.6 $12.6K - $14K
275 $326K
DLR
Digital Realty Trust, Inc.

Real Estate
10
+ 0.81%
$156.46 - $195.69 $1.56K - $1.96K
1.25K $220K
T
At&T Inc.

Communication Services
105
+ 0.48%
$21.22 - $23.88 $2.23K - $2.51K
21.8K $496K
ALL
Allstate Corp

Financial Services
10
+ 0.37%
$181.25 - $208.2 $1.81K - $2.08K
2.69K $519K
INTU
Intuit Inc

Technology
4
+ 0.43%
$602.01 - $706.25 $2.41K - $2.83K
941 $591K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.15%
$567.81 - $607.81 $568 - $608
668 $391K
AZO
Autozone Inc

Consumer Cyclical
1
+ 0.94%
$2981.19 - $3370.27 $2.98K - $3.37K
107 $342K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
137
+ 0.79%
$61.68 - $67.87 $8.45K - $9.3K
17.4K $1.09M
IBM
International Business Machines Corp

Technology
38
+ 1.83%
$204.9 - $238.04 $7.79K - $9.05K
2.12K $465K
Blackrock Incorporated
291
New
N/A
291 $0
Linde PLC Shs
20
+ 2.79%
N/A
738 $0
Arista Networks Incorporated Com Shs
1.88K
New
N/A
1.88K $0
FITB
Fifth Third Bancorp

Financial Services
40
+ 0.4%
$41.76 - $48.44 $1.67K - $1.94K
10.2K $429K
CVX
Chevron Corp

Energy
50
+ 0.89%
$141.15 - $162.53 $7.06K - $8.13K
5.68K $822K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.67K
+ 200.0%
$26.93 - $84.95 $180K - $567K
10K $273K
SPGI
S&P Global Inc.

Financial Services
5
+ 0.73%
$480.36 - $529.17 $2.4K - $2.65K
694 $345K
Activity Summary
Buys All Purchases 75 New Holdings 8 Increased Positions 67 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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