Meadow Creek Wealth Advisors LLC Purchases in Q3 2024

Meadow Creek Wealth Advisors LLC

  • $125 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
5.57K
+ 42.21%
$520.18 - $576.82 $2.89M - $3.21M
18.8K $10.8M
BAC
Bank Of America Corp

Financial Services
40.5K
+ 344.37%
$36.65 - $44.13 $1.49M - $1.79M
52.3K $2.08M
KO
Coca Cola CO

Consumer Defensive
2.75K
+ 1.96%
$62.69 - $73.01 $172K - $201K
143K $10.3M
AAPL
Apple Inc.

Technology
1.21K
+ 6.35%
$207.23 - $234.82 $251K - $285K
20.3K $4.73M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.1K
+ 7.84%
$54.98 - $59.51 $280K - $304K
70.2K $4.18M
HD
Home Depot, Inc.

Consumer Cyclical
215
+ 3.66%
$333.64 - $405.2 $71.7K - $87.1K
6.09K $2.47M
WMT
Walmart Inc.

Consumer Defensive
1.24K
+ 4.75%
$66.91 - $81.4 $82.8K - $101K
27.3K $2.2M
UNH
Unitedhealth Group Inc

Healthcare
359
+ 15.24%
$488.01 - $604.18 $175K - $217K
2.71K $1.59M
META
Meta Platforms, Inc.

Communication Services
257
+ 9.23%
$453.41 - $572.44 $117K - $147K
3.04K $1.74M
AVUV
American Centy ETF Tr Avantis

ETFs
2.11K
+ 10.36%
$88.24 - $99.7 $186K - $210K
22.4K $2.15M
GS
Goldman Sachs Group Inc

Financial Services
603
New
$459.02 - $510.25 $277K - $308K
603 $298K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
644
New
$405.19 - $478.57 $261K - $308K
644 $296K
FICO
Fair Isaac Corp

Technology
147
New
$1496.51 - $1947.38 $220K - $286K
147 $285K
RSP
Invesco S&P 500 Equal Weight E

ETFs
536
+ 4.39%
$162.83 - $179.16 $87.3K - $96K
12.7K $2.28M
TT
Trane Technologies PLC

Industrials
708
New
$314.21 - $388.71 $222K - $275K
708 $275K
BLK
Black Rock Inc.

Financial Services
283
New
$782.27 - $949.51 $221K - $269K
283 $268K
PH
Parker Hannifin Corp

Industrials
404
New
$501.01 - $635.92 $202K - $257K
404 $255K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.39K
New
$64.35 - $75.71 $218K - $256K
3.39K $249K
LOW
Lowes Companies Inc

Consumer Cyclical
918
New
$213.3 - $270.78 $196K - $249K
918 $248K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.15K
New
$57.22 - $80.08 $180K - $252K
3.15K $245K
AVGO
Broadcom Inc.

Technology
15.8K
+ 911.99%
$136.27 - $1745.86 $2.15M - $27.5M
17.5K $3.02M
ISRG
Intuitive Surgical Inc

Healthcare
487
New
$416.14 - $494.01 $203K - $241K
487 $239K
EME
Emcor Group, Inc.

Industrials
537
New
$340.22 - $435.6 $183K - $234K
537 $231K
DIS
Walt Disney CO

Communication Services
2.33K
New
$85.6 - $98.61 $199K - $230K
2.33K $224K
RF
Regions Financial Corp

Financial Services
9.37K
New
$19.51 - $23.42 $183K - $219K
9.37K $218K
JCI
Johnson Controls International PLC

Industrials
2.79K
New
$65.52 - $77.61 $182K - $216K
2.79K $216K
MSFT
Microsoft Corp

Technology
939
+ 8.2%
$395.15 - $467.56 $371K - $439K
12.4K $5.33M
NOW
Service Now, Inc.

Technology
239
New
$730.87 - $937.36 $175K - $224K
239 $213K
JPM
Jpmorgan Chase & CO

Financial Services
507
+ 4.24%
$194.9 - $224.8 $98.8K - $114K
12.5K $2.63M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
936
New
$210.25 - $231.86 $197K - $217K
936 $208K
JNJ
Johnson & Johnson

Healthcare
685
+ 11.6%
$145.48 - $167.38 $99.7K - $115K
6.59K $1.07M
SPOT
Spotify Technology S.A.

Communication Services
555
New
$290.16 - $384.01 $161K - $213K
555 $204K
IBM
International Business Machines Corp

Technology
582
+ 38.9%
$175.1 - $223.38 $102K - $130K
2.08K $459K
WFC
Wells Fargo & Company

Financial Services
3.57K
New
$51.58 - $60.97 $184K - $217K
3.57K $201K
DLR
Digital Realty Trust, Inc.

Real Estate
1.24K
New
$144.47 - $162.98 $179K - $201K
1.24K $200K
ABBV
Abb Vie Inc.

Healthcare
361
+ 7.93%
$163.84 - $199.33 $59.1K - $72K
4.91K $970K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.79K
+ 11.56%
$57.32 - $62.65 $103K - $112K
17.3K $1.08M
MA
Mastercard Inc

Financial Services
231
+ 21.88%
$429.6 - $500.99 $99.2K - $116K
1.29K $635K
CB
Chubb LTD

Financial Services
103
+ 2.5%
$252.51 - $292.2 $26K - $30.1K
4.23K $1.22M
MSI
Motorola Solutions, Inc.

Technology
52
+ 2.31%
$385.65 - $450.49 $20.1K - $23.4K
2.31K $1.04M
TDG
Trans Digm Group Inc

Industrials
28
+ 3.71%
$1202.03 - $1427.41 $33.7K - $40K
783 $1.12M
AMZN
Amazon Com Inc

Consumer Cyclical
1.23K
+ 11.18%
$161.02 - $200.0 $198K - $246K
12.2K $2.28M
ABT
Abbott Laboratories

Healthcare
1.02K
+ 35.31%
$100.07 - $118.13 $102K - $121K
3.92K $447K
SBUX
Starbucks Corp

Consumer Cyclical
264
+ 4.45%
$72.51 - $98.6 $19.1K - $26K
6.2K $604K
ORCL
Oracle Corp

Technology
309
+ 10.22%
$125.9 - $170.35 $38.9K - $52.6K
3.33K $567K
ADI
Analog Devices Inc

Technology
593
+ 61.32%
$200.56 - $243.33 $119K - $144K
1.56K $359K
NFLX
Netflix Inc

Communication Services
120
+ 9.29%
$598.55 - $722.26 $71.8K - $86.7K
1.41K $1M
LMT
Lockheed Martin Corp

Industrials
58
+ 7.11%
$460.3 - $584.56 $26.7K - $33.9K
874 $510K
UNP
Union Pacific Corp

Industrials
234
+ 7.33%
$221.78 - $256.09 $51.9K - $59.9K
3.43K $843K
Activity Summary
Buys All Purchases 89 New Holdings 19 Increased Positions 70 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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