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Size ($ in 1000's)
At 03/31/2024: $143,726
At 12/31/2023: $102,777
Meadow Creek Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Meadow Creek Wealth Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Meadow Creek Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Meadow Creek Wealth Advisors LLC.
In the Meadow Creek Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Meadow Creek Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Meadow Creek Wealth Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| COCA COLA COMPANY |
435,860 |
-185 |
$26,666 | | KO | 435,860 | -185 | $26,666 | | ISHARES TR CORE S&P500 ETF (IVV) |
9,583 |
-36 |
$5,038 | | IVV | 9,583 | -36 | $5,038 | | APPLE INCORPORATED |
28,368 |
+10,691 |
$4,865 | | AAPL | 28,368 | +10,691 | $4,865 | | MICROSOFT CORPORATION |
10,887 |
+257 |
$4,580 | | MSFT | 10,887 | +257 | $4,580 | | ARISTA NETWORKS INCORPORATED |
14,782 |
+14,782 |
$4,286 | | ANET | 14,782 | +14,782 | $4,286 | | HOME DEPOT INCORPORATED |
9,683 |
-85 |
$3,715 | | HD | 9,683 | -85 | $3,715 | | NVIDIA CORPORATION |
4,009 |
+83 |
$3,623 | | NVDA | 4,009 | +83 | $3,623 | | ELI LILLY & COMPANY |
4,161 |
+2,202 |
$3,237 | | LLY | 4,161 | +2,202 | $3,237 | | JPMORGAN EQUITY PREMIUM INCOME ETF (JEPI) |
54,518 |
+1,144 |
$3,154 | | JEPI | 54,518 | +1,144 | $3,154 | | META PLATFORMS INCORPORATED CLASS A |
5,384 |
+3,459 |
$2,614 | | META | 5,384 | +3,459 | $2,614 | | PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF (PREF) |
139,222 |
-290 |
$2,527 | | PREF | 139,222 | -290 | $2,527 | | JPMORGAN CHASE & COMPANY |
11,384 |
+1,109 |
$2,280 | | JPM | 11,384 | +1,109 | $2,280 | | BROADCOM INCORPORATED |
1,620 |
+6 |
$2,147 | | AVGO | 1,620 | +6 | $2,147 | | INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) |
12,280 |
+712 |
$2,080 | | RSP | 12,280 | +712 | $2,080 | | ALPHABET INCORPORATED CAP STK CLASS C |
13,248 |
+9,714 |
$2,017 | | GOOG | 13,248 | +9,714 | $2,017 | | AMAZON COM INCORPORATED |
10,066 |
+1,092 |
$1,816 | | AMZN | 10,066 | +1,092 | $1,816 | | CHIPOTLE MEXICAN GRILL INCORPORATED |
614 |
+614 |
$1,785 | | CMG | 614 | +614 | $1,785 | | OREILLY AUTOMOTIVE INCORPORATED |
1,570 |
+1,299 |
$1,772 | | ORLY | 1,570 | +1,299 | $1,772 | | AVANTIS U.S. SMALL CAP VALUE ETF (AVUV) |
18,815 |
+361 |
$1,763 | | AVUV | 18,815 | +361 | $1,763 | | GOLDMAN SACHS GROUP INCORPORATED |
4,057 |
+4,057 |
$1,695 | | GS | 4,057 | +4,057 | $1,695 | | EATON CORPORATION PLC SHS |
5,378 |
-92 |
$1,681 | | ETN | 5,378 | -92 | $1,681 | | MERCK & COMPANY INCORPORATED |
12,712 |
+1,391 |
$1,677 | | MRK | 12,712 | +1,391 | $1,677 | | PAYCOM SOFTWARE INCORPORATED |
7,722 |
+7,722 |
$1,537 | | PAYC | 7,722 | +7,722 | $1,537 | | WALMART INCORPORATED |
25,359 |
+16,936 |
$1,526 | | WMT | 25,359 | +16,936 | $1,526 | | PROCTER AND GAMBLE COMPANY |
9,140 |
+280 |
$1,483 | | PG | 9,140 | +280 | $1,483 | | VISA INCORPORATED COM CLASS A |
5,220 |
+1,138 |
$1,457 | | V | 5,220 | +1,138 | $1,457 | | ALPHABET INCORPORATED CAP STK CLASS A |
8,618 |
+1,900 |
$1,301 | | GOOGL | 8,618 | +1,900 | $1,301 | | GALLAGHER ARTHUR J & COMPANY |
5,119 |
+5,119 |
$1,280 | | AJG | 5,119 | +5,119 | $1,280 | | COLGATE PALMOLIVE COMPANY |
13,897 |
+13,897 |
$1,251 | | CL | 13,897 | +13,897 | $1,251 | | JOHNSON & JOHNSON |
7,703 |
+13 |
$1,219 | | JNJ | 7,703 | +13 | $1,219 | | DISNEY WALT COMPANY |
9,682 |
+9,682 |
$1,185 | | DIS | 9,682 | +9,682 | $1,185 | | UNITEDHEALTH GROUP INCORPORATED |
2,214 |
+460 |
$1,095 | | UNH | 2,214 | +460 | $1,095 | | ILLINOIS TOOL WKS INCORPORATED |
3,958 |
+3,958 |
$1,062 | | ITW | 3,958 | +3,958 | $1,062 | | CHUBB LIMITED |
4,002 |
-21 |
$1,037 | | CB | 4,002 | -21 | $1,037 | | SALESFORCE INCORPORATED |
3,223 |
+146 |
$971 | | CRM | 3,223 | +146 | $971 | | ISHARES TR CORE S&P MCP ETF (IJH) |
15,540 |
+12,284 |
$944 | | IJH | 15,540 | +12,284 | $944 | | TRANSDIGM GROUP INCORPORATED |
766 |
-40 |
$943 | | TDG | 766 | -40 | $943 | | ALLSTATE CORPORATION |
5,382 |
-3 |
$931 | | ALL | 5,382 | -3 | $931 | | MARATHON PETE CORPORATION |
4,521 |
+20 |
$911 | | MPC | 4,521 | +20 | $911 | | FIRST TRUST LONG SHORT EQUITY ETF (FTLS) |
14,702 |
-768 |
$907 | | FTLS | 14,702 | -768 | $907 | | EXXON MOBIL CORPORATION |
7,493 |
+48 |
$871 | | XOM | 7,493 | +48 | $871 | | MCDONALDS CORPORATION |
3,042 |
-49 |
$858 | | MCD | 3,042 | -49 | $858 | | UNION PAC CORPORATION |
3,384 |
-21 |
$832 | | UNP | 3,384 | -21 | $832 | | MOTOROLA SOLUTIONS INCORPORATED COM NEW |
2,312 |
+12 |
$821 | | MSI | 2,312 | +12 | $821 | | CISCO SYSTEMS INCORPORATED |
15,397 |
+1,905 |
$768 | | CSCO | 15,397 | +1,905 | $768 | | ABBVIE INCORPORATED |
4,208 |
+22 |
$766 | | ABBV | 4,208 | +22 | $766 | | CHEVRON CORPORATION NEW |
4,793 |
-6 |
$756 | | CVX | 4,793 | -6 | $756 | | NETFLIX INCORPORATED |
1,164 |
+12 |
$707 | | NFLX | 1,164 | +12 | $707 |  BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW |
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$675 | | BRK.B | 1,605 | +1,605 | $675 | | TRUIST FINL CORPORATION |
17,327 |
-599 |
$675 | | TFC | 17,327 | -599 | $675 |
See Full List: All Stocks Held By Meadow Creek Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Meadow Creek Wealth Advisors LLC
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