Meadow Creek Wealth Advisors LLC Purchases in Q3 2025

Meadow Creek Wealth Advisors LLC

  • $145 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
403
+ 1.96%
$620.67 - $670.08 $250K - $270K
21K $14M
AAPL
Apple Inc.

Technology
1.07K
+ 5.52%
$202.38 - $256.87 $217K - $276K
20.5K $5.22M
GOOGL
Alphabet Inc.

Communication Services
971
+ 12.31%
$174.36 - $254.72 $169K - $247K
8.86K $2.15M
FDL
First Tr Morningstar Dividend

ETFs
8.09K
New
$41.96 - $44.59 $339K - $361K
8.09K $351K
ORCL
Oracle Corp

Technology
611
+ 21.73%
$218.96 - $328.33 $134K - $201K
3.42K $962K
MSFT
Microsoft Corp

Technology
178
+ 1.45%
$491.09 - $535.64 $87.4K - $95.3K
12.5K $6.47M
ABBV
Abb Vie Inc.

Healthcare
296
+ 5.49%
$184.85 - $231.54 $54.7K - $68.5K
5.69K $1.32M
JNJ
Johnson & Johnson

Healthcare
326
+ 4.69%
$155.17 - $185.42 $50.6K - $60.4K
7.28K $1.35M
CMI
Cummins Inc

Industrials
597
New
$327.85 - $426.39 $196K - $255K
597 $252K
ETR
Entergy Corp

Utilities
2.55K
New
$80.93 - $93.55 $207K - $239K
2.55K $237K
DASH
Door Dash, Inc.

Communication Services
818
New
$234.5 - $272.5 $192K - $223K
818 $222K
IWM
Ishares Russell 2000 ETF

ETFs
838
New
$214.92 - $244.84 $180K - $205K
838 $202K
IQV
Iqvia Holdings Inc.

Healthcare
1.03K
New
$157.68 - $200.82 $162K - $207K
1.03K $195K
UNH
Unitedhealth Group Inc

Healthcare
204
+ 8.73%
$237.77 - $353.61 $48.5K - $72.1K
2.54K $877K
ADI
Analog Devices Inc

Technology
545
+ 31.91%
$220.68 - $255.63 $120K - $139K
2.25K $553K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
6.13K
+ 4.7%
$18.86 - $19.16 $116K - $118K
137K $2.61M
CVX
Chevron Corp

Energy
368
+ 7.1%
$145.57 - $161.83 $53.6K - $59.6K
5.55K $862K
MPC
Marathon Petroleum Corp

Energy
44
+ 1.08%
$158.59 - $198.69 $6.98K - $8.74K
4.1K $790K
FTLS
First Tr Long/Short Equity ETF

ETFs
861
+ 6.46%
$65.78 - $69.95 $56.6K - $60.2K
14.2K $991K
AXP
American Express CO

Financial Services
228
+ 13.78%
$294.27 - $342.31 $67.1K - $78K
1.88K $625K
MDT
Medtronic PLC

Healthcare
489
+ 9.26%
$87.67 - $95.74 $42.9K - $46.8K
5.77K $549K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
569
+ 5.46%
$62.09 - $66.51 $35.3K - $37.8K
11K $717K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
29
+ 2.5%
$224.68 - $282.71 $6.52K - $8.2K
1.19K $332K
DHR
Danaher Corp

Healthcare
338
+ 18.9%
$181.46 - $212.2 $61.3K - $71.7K
2.13K $421K
BK
Bank Of New York Mellon Corp

Financial Services
176
+ 7.48%
$90.65 - $109.75 $16K - $19.3K
2.53K $275K
GS
Goldman Sachs Group Inc

Financial Services
5
+ 0.79%
$696.56 - $806.32 $3.48K - $4.03K
637 $507K
EMR
Emerson Electric CO

Industrials
529
+ 10.97%
$128.6 - $149.63 $68K - $79.2K
5.35K $702K
COP
Conocophillips

Energy
445
+ 19.07%
$91.0 - $98.99 $40.5K - $44.1K
2.78K $262K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.15%
$617.65 - $666.84 $618 - $667
672 $447K
AZN
Astrazeneca PLC

Healthcare
47
+ 1.45%
$68.72 - $82.11 $3.23K - $3.86K
3.28K $251K
SO
Southern CO

Utilities
145
+ 4.15%
$90.83 - $96.0 $13.2K - $13.9K
3.64K $345K
MA
Mastercard Inc

Financial Services
12
+ 0.92%
$550.18 - $598.96 $6.6K - $7.19K
1.31K $747K
VZ
Verizon Communications Inc

Communication Services
126
+ 0.95%
$40.84 - $45.06 $5.15K - $5.68K
13.4K $589K
JCI
Johnson Controls International PLC

Industrials
7
+ 0.22%
$103.24 - $111.73 $723 - $782
3.13K $344K
GILD
Gilead Sciences, Inc.

Healthcare
16
+ 0.83%
$108.22 - $120.47 $1.73K - $1.93K
1.93K $214K
Te Connectivity PLC Ord Shs
1.04K
New
N/A
1.04K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
168K
New
N/A
168K $0
Brookfield Corporation Class A LTD Vt Sh
4.39K
+ 67.16%
N/A
10.9K $0
DIS
Walt Disney CO

Communication Services
237
+ 8.23%
$112.25 - $124.0 $26.6K - $29.4K
3.12K $357K
Ge Vernova Incorporated
358
New
N/A
358 $0
First Trust Wcm International Equity ETF
762
+ 3.82%
N/A
20.7K $0
CB
Chubb LTD

Financial Services
61
+ 1.41%
$265.99 - $289.59 $16.2K - $17.7K
4.39K $1.24M
Activity Summary
Buys All Purchases 43 New Holdings 10 Increased Positions 33 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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