The Analysis of Meadow Creek Wealth Advisors LLC's Holdings
Currently, Meadow Creek Wealth Advisors LLC holds 137 types of securities in its portfolio with a total value $150.7M. In the most recent quarter, they have increased their positions in RDVI (+168.0K shares, valued at $4.2M), FDL (+8.1K shares, valued at $342.7K), IVV (+403 shares, valued at $267.6K); decreased their positions in AVGO (-1.0K shares, valued at $368.3K), LLY (-296 shares, valued at $242.5K), NVDA (-1.0K shares, valued at $184.0K); initiated new positions in RDVI (+168.0K shares, valued at $4.2M), FDL (+8.1K shares, valued at $342.7K), CMI (+597 shares, valued at $252.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR CORE S&P500 ETF21.0K shares1.96%2025-09-302025-10-27
KO COCA COLA COMPANY143.3K shares-0.44%2025-09-302025-10-27 SON SONOCO PRODUCTS COMPANY239.0K shares0.00%2025-09-302025-10-27 NVDA NVIDIA CORPORATION39.9K shares-2.47%2025-09-302025-10-27 MSFT MICROSOFT CORPORATION12.5K shares1.45%2025-09-302025-10-27 AVGO BROADCOM INCORPORATED16.7K shares-5.86%2025-09-302025-10-27 AAPL APPLE INCORPORATED20.5K shares5.52%2025-09-302025-10-27 RDVI FT VEST RISING DIVIDEND ACHIEVERS TARGET168.0K sharesnew addition2025-09-302025-10-27 JPM JPMORGAN CHASE & COMPANY.11.6K shares-2.43%2025-09-302025-10-27 LLY ELI LILLY & COMPANY3.7K shares-7.47%2025-09-302025-10-27 WMT WALMART INCORPORATED28.2K shares-4.12%2025-09-302025-10-27 RSP INVESCO S&P 500 EQUAL WEIGHT ETF14.0K shares-3.80%2025-09-302025-10-27 PREF PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF136.6K shares4.70%2025-09-302025-10-27 AMZN AMAZON COM INCORPORATED11.1K shares-4.28%2025-09-302025-10-27 AVUV AVANTIS U.S. SMALL CAP VALUE ETF24.0K shares-4.17%2025-09-302025-10-27 META META PLATFORMS INCORPORATED CLASS A3.2K shares-0.80%2025-09-302025-10-27 GOOGL ALPHABET INCORPORATED CAP STK CLASS A8.9K shares12.31%2025-09-302025-10-27 HD HOME DEPOT INCORPORATED5.6K shares-2.44%2025-09-302025-10-27 ETN EATON CORPORATION PLC SHS4.6K shares-6.86%2025-09-302025-10-27 V VISA INCORPORATED COM CLASS A4.7K shares-8.65%2025-09-302025-10-27 XOM EXXON MOBIL CORPORATION12.8K shares-3.17%2025-09-302025-10-27 JNJ JOHNSON & JOHNSON7.3K shares4.69%2025-09-302025-10-27 NFLX NETFLIX INCORPORATED1.1K shares-9.43%2025-09-302025-10-27 ABBV ABBVIE INCORPORATED5.7K shares5.49%2025-09-302025-10-27 COST COSTCO WHOLESALE CORPORATION NEW1.4K shares0.00%2025-09-302025-10-27 PG PROCTER AND GAMBLE COMPANY8.4K shares-8.22%2025-09-302025-10-27 BAC BANK AMERICA CORPORATION24.4K shares-0.11%2025-09-302025-10-27 CB CHUBB LIMITED4.4K shares1.41%2025-09-302025-10-27 GOOG ALPHABET INCORPORATED CAP STK CLASS C4.6K shares-3.43%2025-09-302025-10-27 MCD MCDONALDS CORPORATION3.6K shares-7.38%2025-09-302025-10-27 ORCL ORACLE CORPORATION3.4K shares21.73%2025-09-302025-10-27 CSCO CISCO SYSTEMS INCORPORATED15.4K shares-3.57%2025-09-302025-10-27 MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW2.4K shares-1.65%2025-09-302025-10-27 FTLS FIRST TRUST LONG/SHORT EQUITY ETF14.2K shares6.46%2025-09-302025-10-27 MRK MERCK & COMPANY INCORPORATED11.2K shares-5.18%2025-09-302025-10-27 TDG TRANSDIGM GROUP INCORPORATED742 shares0.00%2025-09-302025-10-27 UNH UNITEDHEALTH GROUP INCORPORATED2.5K shares8.73%2025-09-302025-10-27 CVX CHEVRON CORPORATION NEW5.6K shares7.10%2025-09-302025-10-27 CAT CATERPILLAR INCORPORATED1.5K shares-4.45%2025-09-302025-10-27 CRM SALESFORCE INCORPORATED3.1K shares-0.80%2025-09-302025-10-27 MPC MARATHON PETE CORPORATION4.1K shares1.08%2025-09-302025-10-27 MA MASTERCARD INCORPORATED CLASS A1.3K shares0.92%2025-09-302025-10-27 RF REGIONS FINANCIAL CORPORATION NEW30.7K shares0.00%2025-09-302025-10-27 IJH ISHARES TR CORE S&P MCP ETF11.0K shares5.46%2025-09-302025-10-27 RTX RTX CORPORATION4.4K shares-7.18%2025-09-302025-10-27 EMR EMERSON ELEC COMPANY5.4K shares10.97%2025-09-302025-10-27 UNP UNION PAC CORPORATION3.1K shares-1.23%2025-09-302025-10-27 IBM INTERNATIONAL BUSINESS MACHINES2.3K shares-11.65%2025-09-302025-10-27 AXP AMERICAN EXPRESS COMPANY1.9K shares13.78%2025-09-302025-10-27 TSLA TESLA INCORPORATED1.4K shares-1.36%2025-09-302025-10-27 T AT&T INCORPORATED22.1K shares-0.32%2025-09-302025-10-27 ADP AUTOMATIC DATA PROCESSING INCORPORATED2.0K shares-4.15%2025-09-302025-10-27 APD AIR PRODUCTS & CHEMICALS INCORPORATED2.2K shares-4.57%2025-09-302025-10-27 MDT MEDTRONIC PLC SHS5.8K shares9.26%2025-09-302025-10-27 AMGN AMGEN INCORPORATED1.8K shares-0.54%2025-09-302025-10-27 ADI ANALOG DEVICES INCORPORATED2.3K shares31.91%2025-09-302025-10-27 ALL ALLSTATE CORPORATION2.8K shares-0.32%2025-09-302025-10-27 VZ VERIZON COMMUNICATIONS INCORPORATED13.4K shares0.95%2025-09-302025-10-27 ABT ABBOTT LABS4.2K shares-8.22%2025-09-302025-10-27 KLAC KLA CORPORATION COM NEW473 shares-0.21%2025-09-302025-10-27 HON HONEYWELL INTERNATIONAL INCORPORATED2.4K shares-12.92%2025-09-302025-10-27 GS GOLDMAN SACHS GROUP INCORPORATED637 shares0.79%2025-09-302025-10-27 BN BROOKFIELD CORPORATION CLASS A LTD VT SH10.9K shares67.16%2025-09-302025-10-27 SBUX STARBUCKS CORPORATION5.5K shares-1.38%2025-09-302025-10-27 CME CME GROUP INCORPORATED1.8K shares-0.34%2025-09-302025-10-27 QCOM QUALCOMM INCORPORATED2.8K shares-0.11%2025-09-302025-10-27 ROP ROPER TECHNOLOGIES INCORPORATED907 shares-6.49%2025-09-302025-10-27 DHR DANAHER CORPORATION2.1K shares18.90%2025-09-302025-10-27 INTU INTUIT690 shares-0.14%2025-09-302025-10-27 SPY SPDR S&P 500 ETF672 shares0.15%2025-09-302025-10-27 MS MORGAN STANLEY COM NEW2.8K shares-1.32%2025-09-302025-10-27 VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW713 shares0.00%2025-09-302025-10-27 EQIX EQUINIX INCORPORATED REIT523 shares-1.32%2025-09-302025-10-27 FITB FIFTH THIRD BANCORP10.5K shares0.00%2025-09-302025-10-27 ICE INTERCONTINENTAL EXCHANGE INCORPORATED2.7K shares-6.55%2025-09-302025-10-27 CTAS CINTAS CORPORATION2.1K shares-0.24%2025-09-302025-10-27 AZO AUTOZONE INCORPORATED96 shares-2.04%2025-09-302025-10-27 USIG ISHARES TR USD INV GRDE ETF7.2K shares0.00%2025-09-302025-10-27 QLTA ISHARES TR A RATE CP BD ETF7.6K shares0.00%2025-09-302025-10-27 PAI WESTERN ASSET INVESTMENT GRADE29.3K shares0.00%2025-09-302025-10-27 LQD ISHARES TR IBOXX INV CP ETF3.3K shares0.00%2025-09-302025-10-27 NXPI NXP SEMICONDUCTORS N V1.7K shares-1.55%2025-09-302025-10-27 SO SOUTHERN COMPANY3.6K shares4.15%2025-09-302025-10-27 TSM TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS1.2K shares2.50%2025-09-302025-10-27 LMT LOCKHEED MARTIN CORPORATION723 shares0.00%2025-09-302025-10-27 PEP PEPSICO INCORPORATED2.3K shares-6.98%2025-09-302025-10-27 AGG ISHARES TR CORE US AGGBD ET3.5K shares-2.50%2025-09-302025-10-27 TJX TJX COMPANIES INCORPORATED NEW2.5K shares-0.40%2025-09-302025-10-27 BMY BRISTOL-MYERS SQUIBB COMPANY8.0K shares-6.11%2025-09-302025-10-27 VLO VALERO ENERGY CORPORATION2.2K shares-0.23%2025-09-302025-10-27 WCMI FIRST TRUST WCM INTERNATIONAL EQUITY ETF20.7K shares3.82%2025-09-302025-10-27 BLK BLACKROCK INCORPORATED294 shares-0.68%2025-09-302025-10-27 JCI JOHNSON CONTROLS INTERNATIONAL PLC SHS3.1K shares0.22%2025-09-302025-10-27 FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND8.1K sharesnew addition2025-09-302025-10-27 DIS DISNEY WALT COMPANY3.1K shares8.23%2025-09-302025-10-27 IGLB ISHARES TR 10plus YR INVST GRD6.4K shares0.00%2025-09-302025-10-27 GD GENERAL DYNAMICS CORPORATION1.0K shares-0.59%2025-09-302025-10-27 LIN LINDE PLC SHS744 shares0.00%2025-09-302025-10-27 NOC NORTHROP GRUMMAN CORPORATION543 shares0.00%2025-09-302025-10-27 ORLY OREILLY AUTOMOTIVE INCORPORATED3.2K shares-10.93%2025-09-302025-10-27 HCA HCA HEALTHCARE INCORPORATED765 shares0.00%2025-09-302025-10-27 SPGI S&P GLOBAL INCORPORATED680 shares-0.44%2025-09-302025-10-27 TGT TARGET CORPORATION3.5K shares-2.03%2025-09-302025-10-27 PH PARKER-HANNIFIN CORPORATION428 shares-0.47%2025-09-302025-10-27 CMCSA COMCAST CORPORATION NEW CLASS A10.6K shares-18.47%2025-09-302025-10-27 PM PHILIP MORRIS INTERNATIONAL INCORPORATED2.0K shares-2.37%2025-09-302025-10-27 WFC WELLS FARGO COMPANY NEW3.6K shares-5.78%2025-09-302025-10-27 LRCX LAM RESEARCH CORPORATION COM NEW2.1K shares-21.84%2025-09-302025-10-27 IBKR INTERACTIVE BROKERS GROUP INCORPORATED COM CLASS A4.3K shares-6.87%2025-09-302025-10-27 PFE PFIZER INCORPORATED12.0K shares-11.92%2025-09-302025-10-27 AMT AMERICAN TOWER CORPORATION NEW REIT1.5K shares-0.27%2025-09-302025-10-27 AZN ASTRAZENECA PLC SPONSORED ADR3.3K shares1.45%2025-09-302025-10-27 HLT HILTON WORLDWIDE HLDGS INCORPORATED1.1K shares-6.85%2025-09-302025-10-27 BK BANK NEW YORK MELLON CORPORATION2.5K shares7.48%2025-09-302025-10-27 MCK MCKESSON CORPORATION334 shares-21.60%2025-09-302025-10-27 CMI CUMMINS INCORPORATED597 sharesnew addition2025-09-302025-10-27 HEI.A HEICO CORPORATION NEW CLASS A1.0K shares-4.60%2025-09-302025-10-27 ETR ENTERGY CORPORATION NEW2.6K sharesnew addition2025-09-302025-10-27 COP CONOCOPHILLIPS2.8K shares19.07%2025-09-302025-10-27 ADBE ADOBE INCORPORATED730 shares-1.88%2025-09-302025-10-27 BRK.B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW480 shares-13.36%2025-09-302025-10-27 TEL TE CONNECTIVITY PLC ORD SHS1.0K sharesnew addition2025-09-302025-10-27 LOW LOWES COMPANIES INCORPORATED947 shares0.00%2025-09-302025-10-27 DLR DIGITAL RLTY TR INCORPORATED REIT1.3K shares0.00%2025-09-302025-10-27 GILD GILEAD SCIENCES INCORPORATED1.9K shares0.83%2025-09-302025-10-27 VMC VULCAN MATLS COMPANY755 sharesnew addition2025-09-302025-10-27 DASH DOORDASH INCORPORATED CLASS A818 sharesnew addition2025-09-302025-10-27 SHW SHERWIN WILLIAMS COMPANY655 shares0.00%2025-09-302025-10-27 NZF NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT17.4K shares0.00%2025-09-302025-10-27 KKR KKR & COMPANY INCORPORATED1.8K shares-12.81%2025-09-302025-10-27 GEV GE VERNOVA INCORPORATED358 sharesnew addition2025-09-302025-10-27 IQV IQVIA HLDGS INCORPORATED1.0K sharesnew addition2025-09-302025-10-27 MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A3.4K shares-16.14%2025-09-302025-10-27 LPLA LPL FINL HLDGS INCORPORATED620 shares-0.80%2025-09-302025-10-27 IWM ISHARES TR RUSSELL 2000 ETF838 sharesnew addition2025-09-302025-10-27 TT TRANE TECHNOLOGIES PLC SHS492 shares-16.61%2025-09-302025-10-27 BKT BLACKROCK INCOME TR INCORPORATED COM NEW17.1K shares0.00%2025-09-302025-10-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available