Meadow Creek Wealth Advisors LLC Portfolio Holdings

Meadow Creek Wealth Advisors LLC

  • $137 Million
  • Q4 2024

Meadow Creek Wealth Advisors LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $137 Million distributed in 137 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sonoco Products CO with a value of $11.7M, Ishares Core S&P 500 ETF with a value of $11.7M, Coca Cola CO with a value of $8.89M, Nvidia Corp with a value of $5.63M, and Apple Inc. with a value of $5.36M.

Examining the 13F form we can see an increase of $12.4M in the current position value, from $125M to 137M.

Below you can find more details about Meadow Creek Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $137 Million
ETFs: $27.5 Million
Technology: $27.4 Million
Consumer Cyclical: $20.5 Million
Consumer Defensive: $15.6 Million
Financial Services: $14.8 Million
Healthcare: $10.1 Million
Industrials: $8.43 Million
Communication Services: $8.05 Million
Other: $4.85 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.55B
$11.7 Million 8.5% of portfolio
238,936
Q4 2024 New
$304B
$8.89 Million 6.48% of portfolio
142,838
Q4 2024 Added 0.11%
$273B
$5.63 Million 4.1% of portfolio
41,916
Q4 2024 Reduced 4.2%
$3.5T
$5.36 Million 3.91% of portfolio
21,413
Q4 2024 Added 5.54%
$2.82T
$4.96 Million 3.61% of portfolio
11,772
Q4 2024 Reduced 5.0%
$68.5B
$3.92 Million 2.86% of portfolio
16,927
Q4 2024 Reduced 3.15%
$712B
$2.9 Million 2.11% of portfolio
12,105
Q4 2024 Reduced 2.88%
$1.96T
$2.7 Million 1.97% of portfolio
12,301
Q4 2024 Added 0.67%
$231B
$2.47 Million 1.8% of portfolio
27,389
Q4 2024 Added 0.47%
$367B
$2.29 Million 1.67% of portfolio
5,892
Q4 2024 Reduced 3.31%
$1.36T
$1.82 Million 1.33% of portfolio
3,084
Q4 2024 Added 1.45%
$331B
$1.81 Million 1.32% of portfolio
41,140
Q4 2024 Reduced 21.32%
$969B
$1.69 Million 1.23% of portfolio
8,954
Q4 2024 Added 3.74%
$109B
$1.62 Million 1.18% of portfolio
4,891
Q4 2024 Reduced 3.26%
$398B
$1.6 Million 1.17% of portfolio
9,564
Q4 2024 Reduced 0.88%
$561B
$1.46 Million 1.07% of portfolio
4,629
Q4 2024 Reduced 13.94%
$483B
$1.4 Million 1.02% of portfolio
2,766
Q4 2024 Added 1.92%
$226B
$1.34 Million 0.97% of portfolio
13,450
Q4 2024 Reduced 3.24%
$411B
$1.27 Million 0.93% of portfolio
1,387
Q4 2024 Reduced 15.06%
$416B
$1.21 Million 0.88% of portfolio
1,356
Q4 2024 Reduced 3.97%
$123B
$1.17 Million 0.85% of portfolio
4,239
Q4 2024 Added 0.31%
$270B
$1.14 Million 0.83% of portfolio
3,409
Q4 2024 Added 12.29%
$491B
$1.1 Million 0.8% of portfolio
10,195
Q4 2024 Reduced 2.06%
$226B
$1.1 Million 0.8% of portfolio
3,794
Q4 2024 Added 2.4%
$950B
$1.06 Million 0.77% of portfolio
5,542
Q4 2024 Added 0.82%
$72.3B
$1.06 Million 0.77% of portfolio
2,299
Q4 2024 Reduced 0.3%
$74.7B
$1 Million 0.73% of portfolio
793
Q4 2024 Added 1.28%
$428B
$961,000 0.7% of portfolio
6,648
Q4 2024 Added 0.91%
$250B
$948,000 0.69% of portfolio
16,029
Q4 2024 Added 0.5%
$363B
$857,000 0.62% of portfolio
4,824
Q4 2024 Reduced 1.83%
$325B
$822,000 0.6% of portfolio
5,682
Q4 2024 Added 0.89%
$143B
$754,000 0.55% of portfolio
3,307
Q4 2024 Reduced 3.45%
$94.3B
$715,000 0.52% of portfolio
3,082
Q4 2024 Reduced 3.42%
$516B
$692,000 0.5% of portfolio
1,316
Q4 2024 Added 2.25%
$141B
$626,000 0.46% of portfolio
2,775
Q4 2024 Added 0.73%
$71.9B
$615,000 0.45% of portfolio
4,413
Q4 2024 Reduced 4.04%
$64.2B
$596,000 0.43% of portfolio
4,815
Q4 2024 Added 1.37%
$169B
$591,000 0.43% of portfolio
941
Q4 2024 Added 0.43%
$125B
$597,000 0.43% of portfolio
2,042
Q4 2024 Reduced 2.53%
$64.8B
$595,000 0.43% of portfolio
2,052
Q4 2024 Reduced 8.72%
$174B
$581,000 0.42% of portfolio
1,603
Q4 2024 Added 0.31%
$113B
$567,000 0.41% of portfolio
6,228
Q4 2024 Added 0.4%
$380B
$550,000 0.4% of portfolio
3,302
Q4 2024 Reduced 0.9%
$189B
$530,000 0.39% of portfolio
13,260
Q4 2024 Reduced 6.64%
$55.8B
$519,000 0.38% of portfolio
2,693
Q4 2024 Added 0.37%
$161B
$525,000 0.38% of portfolio
14,014
Q4 2024 Added 9.02%
$194B
$526,000 0.38% of portfolio
4,552
Q4 2024 Added 1.11%
$61.8B
$516,000 0.38% of portfolio
994
Q4 2024 Reduced 2.07%
$198B
$488,000 0.36% of portfolio
1,645
Q4 2024 Added 1.23%

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $137 Million
  • Prior Value $125 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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