Meadow Creek Wealth Advisors LLC Reduced Holdings in Q3 2024

Meadow Creek Wealth Advisors LLC

  • $125 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
-530
- 21.77%
$123.32 - $147.38 $65.4K - $78.1K
1.91K $259K
MCK
Mckesson Corp

Healthcare
-2
- 0.39%
$479.06 - $630.38 $958 - $1.26K
506 $250K
AMT
American Tower Corp

Real Estate
-369
- 19.96%
$192.27 - $242.73 $70.9K - $89.6K
1.48K $344K
CPRT
Copart Inc

Consumer Cyclical
-108
- 2.35%
$49.19 - $55.54 $5.31K - $6K
4.49K $235K
ROP
Roper Technologies Inc

Industrials
-10
- 0.98%
$515.25 - $576.55 $5.15K - $5.77K
1.02K $564K
BDX
Becton Dickinson & CO

Healthcare
-41
- 3.23%
$221.47 - $242.41 $9.08K - $9.94K
1.23K $296K
Brookfield Corporation Class A LTD Vt Sh
-364
- 4.63%
N/A
7.5K $0
AZN
Astrazeneca PLC

Healthcare
-1
- 0.03%
$76.67 - $87.62 $76.7 - $87.6
3.34K $260K
HEIA
Heico Crp Cl A
-38
- 3.06%
N/A
1.2K $0
PEP
Pepsico Inc

Consumer Defensive
-13
- 0.51%
$161.9 - $179.3 $2.1K - $2.33K
2.56K $434K
COST
Costco Wholesale Corp

Consumer Defensive
-52
- 3.09%
$801.83 - $917.05 $41.7K - $47.7K
1.63K $1.45M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-50
- 0.65%
$46.5 - $49.42 $2.33K - $2.47K
7.67K $376K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-25
- 0.76%
$106.11 - $113.72 $2.65K - $2.84K
3.28K $370K
IGLB
Ishares 10+ Year Investment Gr

ETFs
-50
- 0.77%
$49.38 - $54.19 $2.47K - $2.71K
6.47K $346K
PAI
Western Asset Investment Grade Income Fund Inc.

Financial Services
-170
- 0.57%
$11.99 - $12.89 $2.04K - $2.19K
29.5K $379K
VZ
Verizon Communications Inc

Communication Services
-540
- 3.66%
$38.89 - $45.0 $21K - $24.3K
14.2K $637K
CRM
Salesforce, Inc.

Technology
-62
- 2.0%
$238.42 - $276.53 $14.8K - $17.1K
3.04K $830K
PGR
Progressive Corp

Financial Services
-137
- 8.2%
$209.46 - $259.24 $28.7K - $35.5K
1.53K $389K
FITB
Fifth Third Bancorp

Financial Services
-73
- 0.72%
$36.01 - $43.64 $2.63K - $3.19K
10.1K $433K
V
Visa Inc.

Financial Services
-6
- 0.11%
$253.74 - $291.56 $1.52K - $1.75K
5.38K $1.48M
CSCO
Cisco Systems, Inc.

Technology
-435
- 2.66%
$44.74 - $53.22 $19.5K - $23.2K
15.9K $848K
ETN
Eaton Corp PLC

Industrials
-41
- 0.8%
$272.52 - $333.02 $11.2K - $13.7K
5.06K $1.68M
CAT
Caterpillar Inc

Industrials
-15
- 0.93%
$316.8 - $391.12 $4.75K - $5.87K
1.6K $625K
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
Track This Portfolio

Track Meadow Creek Wealth Advisors LLC Portfolio

Follow Meadow Creek Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meadow Creek Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meadow Creek Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email