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The Analysis of Meadow Creek Wealth Advisors LLC's Holdings & P&L

Currently, Meadow Creek Wealth Advisors LLC holds 135 types of securities in its portfolio with a total value $154.5M. In the most recent quarter, they have increased their positions in FELC (+17.4K shares, valued at $629.7K), AAPL (+2.0K shares, valued at $513.7K), N/A (+2.4K shares, valued at $476.5K); decreased their positions in LLY (-2.2K shares, valued at $2.0M), NVDA (-3.3K shares, valued at $579.2K), RF (-21.3K shares, valued at $556.2K); initiated new positions in FELC (+17.4K shares, valued at $629.7K), N/A (+2.4K shares, valued at $476.5K), N/A (+713 shares, valued at $426.1K).

1M P&L

+4.2M+2.82%

3M P&L

+4.8M+3.27%

HY P&L

+17.0M+12.47%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A31.8M

23.3%

2Packaging & Containers12.9M

9.5%

3Beverages - Non-Alcoholic11.3M

8.3%

Top Industries by Stock Count

1N/A20 stocks

16.8%

2Drug Manufacturers - General7 stocks

5.9%

3Semiconductors6 stocks

5.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR CORE S&P500 ETF22.8K shares-0.45%2026-03-312026-04-30

SON SONOCO PRODUCTS COMPANY239.0K shares0.00%2026-03-312026-04-30

KO COCA COLA COMPANY143.0K shares-0.21%2026-03-312026-04-30

NVDA NVIDIA CORPORATION36.5K shares-8.33%2026-03-312026-04-30

AAPL APPLE INCORPORATED22.6K shares9.85%2026-03-312026-04-30

BROADCOM INCORPORATED BROADCOM INCORPORATED14.7K shares-6.54%2026-03-312026-04-30

RDVI FT VEST RISING DIVIDEND ACHIEVERS TARGET173.6K shares2.88%2026-03-312026-04-30

MSFT MICROSOFT CORPORATION11.2K shares-8.76%2026-03-312026-04-30

Sponsored

JPM JPMORGAN CHASE & COMPANY11.5K shares-0.67%2026-03-312026-04-30

WMT WALMART INCORPORATED26.1K shares-6.08%2026-03-312026-04-30

PREF PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF149.1K shares7.11%2026-03-312026-04-30

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF14.1K shares-0.83%2026-03-312026-04-30

AVUV AVANTIS U.S. SMALL CAP VALUE ETF24.2K shares0.59%2026-03-312026-04-30

ALPHABET INCORPORATED CAP STK CLASS A ALPHABET INCORPORATED CAP STK CLASS A9.0K shares2.79%2026-03-312026-04-30

AMZN AMAZON COM INCORPORATED12.3K shares9.52%2026-03-312026-04-30

JNJ JOHNSON & JOHNSON8.1K shares4.56%2026-03-312026-04-30

Sponsored

ALPHABET INCORPORATED CAP STK CLASS C ALPHABET INCORPORATED CAP STK CLASS C6.2K shares21.84%2026-03-312026-04-30

HD HOME DEPOT INCORPORATED5.4K shares-1.77%2026-03-312026-04-30

XOM EXXON MOBIL CORPORATION10.4K shares-18.74%2026-03-312026-04-30

META META PLATFORMS INCORPORATED CLASS A3.0K shares7.48%2026-03-312026-04-30

EATON CORPORATION PLC SHS EATON CORPORATION PLC SHS4.2K shares-4.65%2026-03-312026-04-30

MERCK & COMPANY INCORPORATED MERCK & COMPANY INCORPORATED12.4K shares11.02%2026-03-312026-04-30

CB CHUBB LIMITED SWITZ4.3K shares-0.60%2026-03-312026-04-30

LLY ELI LILLY & COMPANY1.5K shares-59.70%2026-03-312026-04-30

Sponsored

COST COSTCO WHOLESALE CORPORATION1.3K shares-1.55%2026-03-312026-04-30

V VISA INCORPORATED COM CLASS A4.4K shares-4.98%2026-03-312026-04-30

PG PROCTER & GAMBLE COMPANY8.9K shares3.88%2026-03-312026-04-30

ABBV ABBVIE INCORPORATED5.6K shares-0.72%2026-03-312026-04-30

CSCO CISCO SYSTEMS INCORPORATED15.5K shares0.45%2026-03-312026-04-30

BAC BANK AMERICA CORPORATION24.3K shares-0.19%2026-03-312026-04-30

MCD MCDONALDS CORPORATION3.8K shares5.76%2026-03-312026-04-30

CVX CHEVRON CORPORATION5.5K shares-0.07%2026-03-312026-04-30

Sponsored

FTLS FIRST TRUST LONG/SHORT EQUITY ETF16.1K shares12.79%2026-03-312026-04-30

MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW2.6K shares9.32%2026-03-312026-04-30

CAT CATERPILLAR INCORPORATED1.4K shares-5.69%2026-03-312026-04-30

MPC MARATHON PETE CORPORATION4.0K shares-1.18%2026-03-312026-04-30

RTX RTX CORPORATION4.7K shares0.06%2026-03-312026-04-30

WCMI FIRST TRUST WCM INTERNATIONAL EQUITY ETF53.2K shares106.55%2026-03-312026-04-30

NFLX NETFLIX INCORPORATED.9.1K shares-10.05%2026-03-312026-04-30

UNP UNION PAC CORPORATION3.4K shares11.03%2026-03-312026-04-30

Sponsored

TDG TRANSDIGM GROUP INCORPORATED696 shares-1.00%2026-03-312026-04-30

IJH ISHARES TR CORE S&P MCP ETF11.8K shares6.47%2026-03-312026-04-30

EMR EMERSON ELEC COMPANY5.9K shares10.85%2026-03-312026-04-30

ADI ANALOG DEVICES INCORPORATED2.4K shares6.88%2026-03-312026-04-30

AMGN AMGEN INCORPORATED2.1K shares14.89%2026-03-312026-04-30

MA MASTERCARD INCORPORATED CLASS A1.4K shares0.69%2026-03-312026-04-30

KLAC KLA CORPORATION COM NEW463 shares-2.11%2026-03-312026-04-30

T AT&T INCORPORATED22.6K shares0.42%2026-03-312026-04-30

Sponsored

UNH UNITEDHEALTH GROUP INCORPORATED2.3K shares-3.90%2026-03-312026-04-30

FELC Fidelity Enhanced Large Cap Core ETF17.4K sharesnew addition2026-03-312026-04-30

VZ VERIZON COMMUNICATIONS INCORPORATED12.5K shares-0.95%2026-03-312026-04-30

AXP AMERICAN EXPRESS COMPANY2.0K shares-0.10%2026-03-312026-04-30

APD AIR PRODUCTS AND CHEMICALS INCORPORATED2.0K shares-5.72%2026-03-312026-04-30

ALL ALLSTATE CORPORATION2.8K shares-0.25%2026-03-312026-04-30

CRM SALESFORCE INCORPORATED3.1K shares-11.97%2026-03-312026-04-30

GS GOLDMAN SACHS GROUP INCORPORATED673 shares1.66%2026-03-312026-04-30

Sponsored

HON HONEYWELL INTERNATIONAL INCORPORATED2.4K shares0.00%2026-03-312026-04-30

VLO VALERO ENERGY CORPORATION2.2K shares0.00%2026-03-312026-04-30

IBM INTERNATIONAL BUSINESS MACHINES2.2K shares-5.40%2026-03-312026-04-30

CME CME GROUP INCORPORATED1.8K shares3.30%2026-03-312026-04-30

TSLA TESLA INCORPORATED1.4K shares-11.97%2026-03-312026-04-30

EQIX EQUINIX INCORPORATED REIT522 shares0.58%2026-03-312026-04-30

SBUX STARBUCKS CORPORATION5.5K shares0.25%2026-03-312026-04-30

FITB FIFTH THIRD BANCORP10.6K shares1.42%2026-03-312026-04-30

Sponsored

BMY BRISTOL-MYERS SQUIBB COMPANY8.1K shares11.66%2026-03-312026-04-30

MEDTRONIC PLC SHS MEDTRONIC PLC SHS5.6K shares-1.77%2026-03-312026-04-30

ASTRAZENECA PLC ORD ASTRAZENECA PLC ORD2.4K sharesnew addition2026-03-312026-04-30

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS1.4K shares3.94%2026-03-312026-04-30

LAM RESEARCH CORPORATION COM NEW LAM RESEARCH CORPORATION COM NEW2.2K shares13.63%2026-03-312026-04-30

MS MORGAN STANLEY COM NEW2.8K shares0.00%2026-03-312026-04-30

TGT TARGET CORPORATION3.7K shares7.92%2026-03-312026-04-30

PM PHILIP MORRIS INTERNATIONAL INCORPORATED2.7K shares34.02%2026-03-312026-04-30

Sponsored

SPY STATE STREET SPDR S&P 500 ETF TRUST674 shares0.15%2026-03-312026-04-30

LMT LOCKHEED MARTIN CORPORATION724 shares0.14%2026-03-312026-04-30

ICE INTERCONTINENTAL EXCHANGE INCORPORATED2.7K shares7.22%2026-03-312026-04-30

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW713 sharesnew addition2026-03-312026-04-30

ABT ABBOTT LABORATORIES4.1K shares12.83%2026-03-312026-04-30

BN BROOKFIELD CORPORATION CLASS A LTD VT SH10.3K shares2.32%2026-03-312026-04-30

DHR DANAHER CORPORATION DEL2.2K shares5.34%2026-03-312026-04-30

TJX TJX COMPANIES INCORPORATED NEW2.6K shares3.56%2026-03-312026-04-30

Sponsored

FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND8.0K shares27.97%2026-03-312026-04-30

JCI JOHNSON CONTROLS INTERNATION SHS3.0K shares-2.09%2026-03-312026-04-30

PEP PEPSICO INCORPORATED2.5K shares12.04%2026-03-312026-04-30

LINDE PLC SHS LINDE PLC SHS794 shares10.28%2026-03-312026-04-30

GILD GILEAD SCIENCES INCORPORATED2.8K shares27.29%2026-03-312026-04-30

PH PARKER-HANNIFIN CORPORATION428 shares0.00%2026-03-312026-04-30

SO SOUTHERN COMPANY3.9K shares7.09%2026-03-312026-04-30

ADP AUTOMATIC DATA PROCESSING INCORPORATED1.8K shares-8.37%2026-03-312026-04-30

Sponsored

COP CONOCOPHILLIPS2.8K shares-5.48%2026-03-312026-04-30

GEV GE VERNOVA INCORPORATED404 shares-0.98%2026-03-312026-04-30

HCA HCA HEALTHCARE INCORPORATED735 shares0.27%2026-03-312026-04-30

GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION1.0K shares0.00%2026-03-312026-04-30

PFE PFIZER INCORPORATED12.3K shares1.29%2026-03-312026-04-30

MCK MCKESSON CORPORATION395 shares12.86%2026-03-312026-04-30

USIG ISHARES TR USD INV GRDE ETF6.5K shares-0.31%2026-03-312026-04-30

CMCSA COMCAST CORPORATION NEW CLASS A11.5K shares7.32%2026-03-312026-04-30

Sponsored

ORCL ORACLE CORPORATION2.2K shares-23.74%2026-03-312026-04-30

QLTA ISHARES TR A RATE CP BD ETF6.9K shares-0.29%2026-03-312026-04-30

BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW672 shares39.42%2026-03-312026-04-30

LQD ISHARES TR IBOXX INV CP ETF2.9K shares-0.34%2026-03-312026-04-30

PAI WESTERN ASSET INVESTMENT GRADE26.4K shares-0.30%2026-03-312026-04-30

SPGI S&P GLOBAL INCORPORATED749 shares11.29%2026-03-312026-04-30

AGG ISHARES TR CORE US AGGBD ET3.2K shares0.00%2026-03-312026-04-30

DIS DISNEY WALT COMPANY3.2K shares4.17%2026-03-312026-04-30

Sponsored

WFC WELLS FARGO & COMPANY3.9K shares-14.99%2026-03-312026-04-30

QCOM QUALCOMM INCORPORATED2.4K shares-15.46%2026-03-312026-04-30

BK BANK NEW YORK MELLON CORPORATION2.5K shares0.28%2026-03-312026-04-30

TXN TEXAS INSTRS INCORPORATED1.5K sharesnew addition2026-03-312026-04-30

IGLB ISHARES TR 10plus YR INVST GRD5.8K shares-0.34%2026-03-312026-04-30

DE DEERE & COMPANY511 sharesnew addition2026-03-312026-04-30

BLACKROCK INCORPORATED BLACKROCK INCORPORATED298 shares1.36%2026-03-312026-04-30

ETR ENTERGY CORPORATION NEW2.5K shares-1.53%2026-03-312026-04-30

Sponsored

AZO AUTOZONE INCORPORATED82 shares-13.68%2026-03-312026-04-30

ROP ROPER TECHNOLOGIES INCORPORATED769 shares-13.01%2026-03-312026-04-30

NOC NORTHROP GRUMMAN CORPORATION399 shares-12.11%2026-03-312026-04-30

NXPI NXP SEMICONDUCTORS N V1.4K shares-14.18%2026-03-312026-04-30

IBKR INTERACTIVE BROKERS GROUP INCORPORATED COM CLASS A4.0K shares0.00%2026-03-312026-04-30

INTU INTUIT613 shares-10.51%2026-03-312026-04-30

ORLY OREILLY AUTOMOTIVE INCORPORATED2.8K shares-4.60%2026-03-312026-04-30

RF REGIONS FINANCIAL CORPORATION NEW9.4K shares-69.44%2026-03-312026-04-30

Sponsored

SCHW SCHWAB CHARLES CORPORATION2.6K sharesnew addition2026-03-312026-04-30

NEE NEXTERA ENERGY INCORPORATED2.6K sharesnew addition2026-03-312026-04-30

AMT AMERICAN TOWER CORPORATION REIT1.4K shares-5.31%2026-03-312026-04-30

TE CONNECTIVITY PLC ORD SHS TE CONNECTIVITY PLC ORD SHS1.1K shares0.00%2026-03-312026-04-30

DLR DIGITAL RLTY TR INCORPORATED REIT1.3K shares0.23%2026-03-312026-04-30

LOW LOWES COMPANIES INCORPORATED949 shares0.21%2026-03-312026-04-30

FELG Fidelity Enhanced Large Cap Growth ETF5.8K sharesnew addition2026-03-312026-04-30

HAL HALLIBURTON COMPANY5.4K sharesnew addition2026-03-312026-04-30

Sponsored

MFC MANULIFE FINL CORPORATION6.1K shares0.00%2026-03-312026-04-30

WM WASTE MGMT INCORPORATED DEL906 sharesnew addition2026-03-312026-04-30

IWM ISHARES TR RUSSELL 2000 ETF838 shares0.00%2026-03-312026-04-30

PNC PNC FINL SVCS GROUP INCORPORATED998 shares0.60%2026-03-312026-04-30

GE AEROSPACE COM NEW GE AEROSPACE COM NEW727 shares1.25%2026-03-312026-04-30

NZF NUVEEN MUN CR INCOME FD COM SH BEN INT15.0K shares-9.64%2026-03-312026-04-30

BKT BLACKROCK INCOME TR INCORPORATED COM NEW15.6K shares0.00%2026-03-312026-04-30

IVV

ISHARES TR CORE S&P500 ETF

-0.45%

Shares22.8K

Event2026-03-31

Filed2026-04-30

SON

SONOCO PRODUCTS COMPANY

0.00%

Shares239.0K

Event2026-03-31

Filed2026-04-30

COCA COLA COMPANY

-0.21%

Shares143.0K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

-8.33%

Shares36.5K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INCORPORATED

9.85%

Shares22.6K

Event2026-03-31

Filed2026-04-30

BROADCOM INCORPORATED

-6.54%

Shares14.7K

Event2026-03-31

Filed2026-04-30

RDVI

FT VEST RISING DIVIDEND ACHIEVERS TARGET

2.88%

Shares173.6K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORPORATION

-8.76%

Shares11.2K

Event2026-03-31

Filed2026-04-30

JPM

JPMORGAN CHASE & COMPANY

-0.67%

Shares11.5K

Event2026-03-31

Filed2026-04-30

WMT

WALMART INCORPORATED

-6.08%

Shares26.1K

Event2026-03-31

Filed2026-04-30

PREF

PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF

7.11%

Shares149.1K

Event2026-03-31

Filed2026-04-30

INVESCO S&P 500 EQUAL WEIGHT ETF

-0.83%

Shares14.1K

Event2026-03-31

Filed2026-04-30

AVUV

AVANTIS U.S. SMALL CAP VALUE ETF

0.59%

Shares24.2K

Event2026-03-31

Filed2026-04-30

ALPHABET INCORPORATED CAP STK CLASS A

2.79%

Shares9.0K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INCORPORATED

9.52%

Shares12.3K

Event2026-03-31

Filed2026-04-30

JNJ

JOHNSON & JOHNSON

4.56%

Shares8.1K

Event2026-03-31

Filed2026-04-30

ALPHABET INCORPORATED CAP STK CLASS C

21.84%

Shares6.2K

Event2026-03-31

Filed2026-04-30

HOME DEPOT INCORPORATED

-1.77%

Shares5.4K

Event2026-03-31

Filed2026-04-30

XOM

EXXON MOBIL CORPORATION

-18.74%

Shares10.4K

Event2026-03-31

Filed2026-04-30