The Analysis of Meadow Creek Wealth Advisors LLC's Holdings
Currently, Meadow Creek Wealth Advisors LLC holds 138 types of securities in its portfolio with a total value $156.4M. In the most recent quarter, they have increased their positions in IVV (+2.0K shares, valued at $1.4M), NFLX (+9.0K shares, valued at $843.3K), PLTR (+1.4K shares, valued at $242.5K); decreased their positions in N/A (-949 shares, valued at $328.4K), META (-435 shares, valued at $287.1K), MSFT (-235 shares, valued at $113.6K); initiated new positions in PLTR (+1.4K shares, valued at $242.5K), N/A (+718 shares, valued at $221.2K), SHOP (+1.4K shares, valued at $220.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR CORE S&P500 ETF22.9K shares9.42%2025-12-312026-01-28
SON SONOCO PRODUCTS COMPANY239.0K shares0.00%2025-12-312026-01-28 KO COCA COLA COMPANY143.3K shares0.01%2025-12-312026-01-28 NVDA NVIDIA CORPORATION39.9K shares-0.21%2025-12-312026-01-28 MSFT MICROSOFT CORPORATION12.2K shares-1.88%2025-12-312026-01-28 AAPL APPLE INCORPORATED20.5K shares0.16%2025-12-312026-01-28 RDVI FT VEST RISING DIVIDEND ACHIEVERS TARGET168.7K shares0.44%2025-12-312026-01-28 LLY ELI LILLY & COMPANY3.7K shares1.39%2025-12-312026-01-28 JPM JPMORGAN CHASE & COMPANY.11.5K shares-0.97%2025-12-312026-01-28 WMT WALMART INCORPORATED27.8K shares-1.40%2025-12-312026-01-28 PREF PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF139.2K shares1.91%2025-12-312026-01-28 AMZN AMAZON COM INCORPORATED11.2K shares0.71%2025-12-312026-01-28 AVUV AVANTIS U.S. SMALL CAP VALUE ETF24.1K shares0.25%2025-12-312026-01-28 HD HOME DEPOT INCORPORATED5.5K shares-1.58%2025-12-312026-01-28 META META PLATFORMS INCORPORATED CLASS A2.8K shares-13.58%2025-12-312026-01-28 V VISA INCORPORATED COM CLASS A4.6K shares-0.41%2025-12-312026-01-28 JNJ JOHNSON & JOHNSON7.8K shares6.75%2025-12-312026-01-28 XOM EXXON MOBIL CORPORATION12.8K shares-0.24%2025-12-312026-01-28 CB CHUBB LIMITED4.4K shares-0.52%2025-12-312026-01-28 BAC BANK AMERICA CORPORATION24.4K shares0.08%2025-12-312026-01-28 ABBV ABBVIE INCORPORATED5.7K shares-0.23%2025-12-312026-01-28 PG PROCTER AND GAMBLE COMPANY8.5K shares1.38%2025-12-312026-01-28 CSCO CISCO SYSTEMS INCORPORATED15.4K shares0.00%2025-12-312026-01-28 COST COSTCO WHOLESALE CORPORATION NEW1.4K shares-2.09%2025-12-312026-01-28 MCD MCDONALDS CORPORATION3.6K shares0.08%2025-12-312026-01-28 FTLS FIRST TRUST LONG/SHORT EQUITY ETF14.3K shares0.68%2025-12-312026-01-28 NFLX NETFLIX INCORPORATED10.1K shares807.36%2025-12-312026-01-28 TDG TRANSDIGM GROUP INCORPORATED703 shares-5.26%2025-12-312026-01-28 CRM SALESFORCE INCORPORATED3.5K shares11.96%2025-12-312026-01-28 MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW2.4K shares-0.75%2025-12-312026-01-28 RTX RTX CORPORATION4.7K shares5.67%2025-12-312026-01-28 CAT CATERPILLAR INCORPORATED1.5K shares-0.60%2025-12-312026-01-28 CVX CHEVRON CORPORATION NEW5.5K shares-0.04%2025-12-312026-01-28 RF REGIONS FINANCIAL CORPORATION NEW30.7K shares0.00%2025-12-312026-01-28 MA MASTERCARD INCORPORATED CLASS A1.4K shares9.59%2025-12-312026-01-28 UNH UNITEDHEALTH GROUP INCORPORATED2.4K shares-4.17%2025-12-312026-01-28 AXP AMERICAN EXPRESS COMPANY2.0K shares4.84%2025-12-312026-01-28 TSLA TESLA INCORPORATED1.6K shares17.29%2025-12-312026-01-28 IJH ISHARES TR CORE S&P MCP ETF11.0K shares0.41%2025-12-312026-01-28 EMR EMERSON ELEC COMPANY5.4K shares0.22%2025-12-312026-01-28 UNP UNION PAC CORPORATION3.1K shares0.07%2025-12-312026-01-28 IBM INTERNATIONAL BUSINESS MACHINES2.4K shares0.38%2025-12-312026-01-28 MPC MARATHON PETE CORPORATION4.1K shares-0.59%2025-12-312026-01-28 ADI ANALOG DEVICES INCORPORATED2.2K shares-0.71%2025-12-312026-01-28 AMGN AMGEN INCORPORATED1.8K shares-0.11%2025-12-312026-01-28 GS GOLDMAN SACHS GROUP INCORPORATED662 shares3.92%2025-12-312026-01-28 ALL ALLSTATE CORPORATION2.8K shares-0.18%2025-12-312026-01-28 KLAC KLA CORPORATION COM NEW473 shares0.00%2025-12-312026-01-28 ORCL ORACLE CORPORATION2.9K shares-14.61%2025-12-312026-01-28 T AT&T INCORPORATED22.5K shares1.74%2025-12-312026-01-28 APD AIR PRODUCTS & CHEMICALS INCORPORATED2.2K shares-0.28%2025-12-312026-01-28 VZ VERIZON COMMUNICATIONS INCORPORATED12.6K shares-5.65%2025-12-312026-01-28 ADP AUTOMATIC DATA PROCESSING INCORPORATED2.0K shares-0.20%2025-12-312026-01-28 MS MORGAN STANLEY COM NEW2.8K shares0.00%2025-12-312026-01-28 FITB FIFTH THIRD BANCORP10.5K shares0.00%2025-12-312026-01-28 CME CME GROUP INCORPORATED1.8K shares-0.79%2025-12-312026-01-28 QCOM QUALCOMM INCORPORATED2.8K shares0.00%2025-12-312026-01-28 HON HONEYWELL INTERNATIONAL INCORPORATED2.4K shares0.00%2025-12-312026-01-28 DHR DANAHER CORPORATION2.1K shares-2.21%2025-12-312026-01-28 SBUX STARBUCKS CORPORATION5.5K shares0.00%2025-12-312026-01-28 BN BROOKFIELD CORPORATION CLASS A LTD VT SH10.1K shares-7.74%2025-12-312026-01-28 ABT ABBOTT LABS3.7K shares-12.37%2025-12-312026-01-28 SPY SPDR S&P 500 ETF673 shares0.15%2025-12-312026-01-28 INTU INTUIT685 shares-0.72%2025-12-312026-01-28 WCMI FIRST TRUST WCM INTERNATIONAL EQUITY ETF25.7K shares24.16%2025-12-312026-01-28 WFC WELLS FARGO COMPANY NEW4.6K shares27.20%2025-12-312026-01-28 AZN ASTRAZENECA PLC SPONSORED ADR4.6K shares38.83%2025-12-312026-01-28 ICE INTERCONTINENTAL EXCHANGE INCORPORATED2.5K shares-4.48%2025-12-312026-01-28 TSM TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS1.3K shares10.84%2025-12-312026-01-28 CTAS CINTAS CORPORATION2.1K shares0.00%2025-12-312026-01-28 EQIX EQUINIX INCORPORATED REIT519 shares-0.76%2025-12-312026-01-28 ROP ROPER TECHNOLOGIES INCORPORATED884 shares-2.54%2025-12-312026-01-28 BMY BRISTOL-MYERS SQUIBB COMPANY7.3K shares-9.33%2025-12-312026-01-28 TJX TJX COMPANIES INCORPORATED NEW2.5K shares0.00%2025-12-312026-01-28 PH PARKER-HANNIFIN CORPORATION428 shares0.00%2025-12-312026-01-28 JCI JOHNSON CONTROLS INTERNATIONAL PLC SHS3.1K shares-0.99%2025-12-312026-01-28 VLO VALERO ENERGY CORPORATION2.2K shares0.00%2025-12-312026-01-28 DIS DISNEY WALT COMPANY3.1K shares0.00%2025-12-312026-01-28 SPGI S&P GLOBAL INCORPORATED673 shares-1.03%2025-12-312026-01-28 LMT LOCKHEED MARTIN CORPORATION723 shares0.00%2025-12-312026-01-28 NXPI NXP SEMICONDUCTORS N V1.6K shares-3.20%2025-12-312026-01-28 HCA HCA HEALTHCARE INCORPORATED733 shares-4.18%2025-12-312026-01-28 USIG ISHARES TR USD INV GRDE ETF6.5K shares-9.47%2025-12-312026-01-28 TGT TARGET CORPORATION3.4K shares-1.61%2025-12-312026-01-28 QLTA ISHARES TR A RATE CP BD ETF6.9K shares-9.47%2025-12-312026-01-28 PAI WESTERN ASSET INVESTMENT GRADE26.5K shares-9.51%2025-12-312026-01-28 PEP PEPSICO INCORPORATED2.3K shares-2.79%2025-12-312026-01-28 LQD ISHARES TR IBOXX INV CP ETF3.0K shares-9.44%2025-12-312026-01-28 AZO AUTOZONE INCORPORATED95 shares-1.04%2025-12-312026-01-28 CMCSA COMCAST CORP NEW CLASS A10.7K shares1.54%2025-12-312026-01-28 PM PHILIP MORRIS INTERNATIONAL INCORPORATED2.0K shares0.66%2025-12-312026-01-28 SO SOUTHERN COMPANY3.6K shares0.00%2025-12-312026-01-28 AGG ISHARES TR CORE US AGGBD ET3.2K shares-9.87%2025-12-312026-01-28 PFE PFIZER INCORPORATED12.1K shares1.01%2025-12-312026-01-28 IGLB ISHARES TR 10plus YR INVST GRD5.8K shares-9.45%2025-12-312026-01-28 BK BANK NEW YORK MELLON CORPORATION2.5K shares0.00%2025-12-312026-01-28 MCK MCKESSON CORPORATION350 shares4.79%2025-12-312026-01-28 FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND6.3K shares-22.73%2025-12-312026-01-28 COP CONOCOPHILLIPS2.9K shares5.80%2025-12-312026-01-28 GILD GILEAD SCIENCES INCORPORATED2.2K shares14.27%2025-12-312026-01-28 ORLY OREILLY AUTOMOTIVE INCORPORATED2.9K shares-8.08%2025-12-312026-01-28 GEV GE VERNOVA INCORPORATED408 shares13.97%2025-12-312026-01-28 CMI CUMMINS INCORPORATED517 shares-13.40%2025-12-312026-01-28 NOC NORTHROP GRUMMAN CORPORATION454 shares-16.39%2025-12-312026-01-28 AMT AMERICAN TOWER CORPORATION NEW REIT1.5K shares-1.87%2025-12-312026-01-28 IBKR INTERACTIVE BROKERS GROUP INCORPORATED COM CLASS A4.0K shares-7.24%2025-12-312026-01-28 HEI.A HEICO CORPORATION NEW CLASS A997 shares-3.95%2025-12-312026-01-28 PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A1.4K sharesnew addition2025-12-312026-01-28 ADBE ADOBE INCORPORATED682 shares-6.58%2025-12-312026-01-28 HLT HILTON WORLDWIDE HLDGS INCORPORATED823 shares-22.36%2025-12-312026-01-28 ETR ENTERGY CORPORATION NEW2.5K shares-0.43%2025-12-312026-01-28 IQV IQVIA HLDGS INCORPORATED1.0K shares-1.17%2025-12-312026-01-28 LOW LOWES COMPANIES INCORPORATED947 shares0.00%2025-12-312026-01-28 SHOP SHOPIFY INCORPORATED CLASS A SUB VTG SHS1.4K sharesnew addition2025-12-312026-01-28 MFC MANULIFE FINL CORPORATION6.1K sharesnew addition2025-12-312026-01-28 DFAS DIMENSIONAL U.S. SMALL CAP ETF3.0K sharesnew addition2025-12-312026-01-28 NZF NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT16.6K shares-4.80%2025-12-312026-01-28 PNC PNC FINL SVCS GROUP INCORPORATED992 sharesnew addition2025-12-312026-01-28 IWM ISHARES TR RUSSELL 2000 ETF838 shares0.00%2025-12-312026-01-28 DLR DIGITAL RLTY TR INCORPORATED REIT1.3K shares0.00%2025-12-312026-01-28 LPLA LPL FINL HLDGS INCORPORATED568 shares-8.39%2025-12-312026-01-28 VMC VULCAN MATLS COMPANY711 shares-5.83%2025-12-312026-01-28 BKT BLACKROCK INCOME TR INCORPORATED COM NEW15.6K shares-8.87%2025-12-312026-01-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available