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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.7 Million 8.5% of portfolio
19,820
Q4 2024 Added 5.71%
$0
$4.15 Million 3.02% of portfolio
72,068
Q4 2024 Added 2.71%
$0
$2.34 Million 1.71% of portfolio
13,371
Q4 2024 Added 4.94%
$0
$2.31 Million 1.68% of portfolio
23,917
Q4 2024 Added 6.59%
$0
$1.97 Million 1.44% of portfolio
105,918
Q4 2024 Added 28.44%
$0
$1.09 Million 0.79% of portfolio
17,424
Q4 2024 Added 0.79%
$0
$767,000 0.56% of portfolio
11,662
Q4 2024 Added 20.24%
$0
$428,000 0.31% of portfolio
1,938
Q1 2024 New
$0
$391,000 0.28% of portfolio
668
Q4 2024 Added 0.15%
$0
$384,000 0.28% of portfolio
713
Q4 2023 New
$0
$358,000 0.26% of portfolio
7,667
Q3 2024 Reduced 0.65%
$0
$350,000 0.26% of portfolio
3,279
Q3 2024 Reduced 0.76%
$0
$362,000 0.26% of portfolio
7,201
Q3 2024 Reduced 0.69%
$0
$349,000 0.25% of portfolio
3,605
Q2 2024 Reduced 0.28%
$0
$319,000 0.23% of portfolio
6,474
Q3 2024 Reduced 0.77%
$0
$273,000 0.2% of portfolio
10,005
Q4 2024 Added 200.0%

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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