Meadow Creek Wealth Advisors LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 19, 2024), Meadow Creek Wealth Advisors LLC reported 130 stock positions worth $143.7 million. Its top holding was Coca-Cola (KO) at 18.6% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 3.5%) and Apple (AAPL, 3.4%). Compared with Q4 2023, it opened 29 new positions, sold out of 2, added to 57 and reduced 40. The biggest buy was a new position in Arista Networks (ANET) and the biggest sale Coca-Cola (KO, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001801107
- Portfolio Value
- $143.7M (Q1 2024)
- SEC Filing
- 0001062993-24-008583 ↗ filed Apr 19, 2024
Holdings Value
Holdings 130 stocks · $143.7M
| KO The Coca-Cola Co. | 18.55% | 435,860 | $26.7M | Reduce -0.0% |
| IVV iShares Core S&P 500 ETF | 3.51% | 9,583 | $5.0M | Reduce -0.4% |
| AAPL Apple Inc. | 3.38% | 28,368 | $4.9M | Add +60.5% |
| MSFT Microsoft Corp. | 3.19% | 10,887 | $4.6M | Add +2.4% |
| ANET Arista Networks Inc. | 2.98% | 14,782 | $4.3M | New |
| HD Home Depot Inc. | 2.58% | 9,683 | $3.7M | Reduce -0.9% |
| NVDA Nvidia Corp. | 2.52% | 4,009 | $3.6M | Add +2.1% |
| LLY Eli Lilly & Co. | 2.25% | 4,161 | $3.2M | Add +112.4% |
| JEPI JPMorgan Equity Premium Inco | 2.19% | 54,518 | $3.2M | Add +2.1% |
| META Meta Platforms Inc. Class A | 1.82% | 5,384 | $2.6M | Add +179.7% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 1.76% | 139,222 | $2.5M | Reduce -0.2% |
| JPM JPMorgan Chase & Co. | 1.59% | 11,384 | $2.3M | Add +10.8% |
| AVGO Broadcom Inc. | 1.49% | 1,620 | $2.1M | Add +0.4% |
| RSP Invesco S&P 500 Equal Weight | 1.45% | 12,280 | $2.1M | Add +6.2% |
| GOOG Alphabet Inc. Class C | 1.40% | 13,248 | $2.0M | Add +274.9% |
| AMZN Amazon.com Inc. | 1.26% | 10,066 | $1.8M | Add +12.2% |
| CMG Chipotle Mexican Grill Inc. | 1.24% | 614 | $1.8M | New |
| ORLY O'reilly Automotive Inc. | 1.23% | 1,570 | $1.8M | Add +479.3% |
| AVUV Avantis US Small Cap Value | 1.23% | 18,815 | $1.8M | Add +2.0% |
| GS Goldman Sachs Group Inc. | 1.18% | 4,057 | $1.7M | New |
| ETN Eaton Corp. PLC | 1.17% | 5,378 | $1.7M | Reduce -1.7% |
| MRK Merck & Co. Inc. | 1.17% | 12,712 | $1.7M | Add +12.3% |
| PAYC Paycom Software Inc. | 1.07% | 7,722 | $1.5M | New |
| WMT Walmart Inc. | 1.06% | 25,359 | $1.5M | Add +0.4% |
| PG The Procter & Gamble Co. | 1.03% | 9,140 | $1.5M | Add +3.2% |
| V Visa Inc. Class A | 1.01% | 5,220 | $1.5M | Add +27.9% |
| GOOGL Alphabet Inc. Class A | 0.91% | 8,618 | $1.3M | Add +28.3% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.89% | 5,119 | $1.3M | New |
| CL Colgate-Palmolive Co. | 0.87% | 13,897 | $1.3M | New |
| JNJ Johnson & Johnson | 0.85% | 7,703 | $1.2M | Add +0.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.82% | 9,682 | $1.2M | New |
| UNH Unitedhealth Group Inc. | 0.76% | 2,214 | $1.1M | Add +26.2% |
| ITW Illinois Tool Works | 0.74% | 3,958 | $1.1M | New |
| CB Chubb Ltd. | 0.72% | 4,002 | $1.0M | Reduce -0.5% |
| CRM Salesforce Inc. | 0.68% | 3,223 | $971K | Add +4.7% |
| IJH iShares Core S&P Midcap ETF | 0.66% | 15,540 | $944K | Reduce -4.5% |
| TDG Transdigm Group Inc. | 0.66% | 766 | $943K | Reduce -5.0% |
| ALL Allstate Corp. | 0.65% | 5,382 | $931K | Reduce -0.1% |
| MPC Marathon Petroleum Corp. | 0.63% | 4,521 | $911K | Add +0.4% |
| FTLS First Trust Long/Short Eqty | 0.63% | 14,702 | $907K | Reduce -5.0% |
| XOM Exxon Mobil Corp. | 0.61% | 7,493 | $871K | Add +0.6% |
| MCD McDonald's Corp. | 0.60% | 3,042 | $858K | Reduce -1.6% |
| UNP Union Pacific Corp. | 0.58% | 3,384 | $832K | Reduce -0.6% |
| MSI Motorola Solutions Inc. | 0.57% | 2,312 | $821K | Add +0.5% |
| CSCO Cisco Systems Inc. | 0.53% | 15,397 | $768K | Add +14.1% |
| ABBV Abbvie Inc. | 0.53% | 4,208 | $766K | Add +0.5% |
| CVX Chevron Corp. | 0.53% | 4,793 | $756K | Reduce -0.1% |
| NFLX Netflix Inc. | 0.49% | 1,164 | $707K | Add +1.0% |
| TFC Truist Financial Corp. | 0.47% | 17,327 | $675K | Reduce -3.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.47% | 1,605 | $675K | New |
| VZ Verizon Communications Inc. | 0.44% | 15,226 | $639K | Reduce -0.8% |
| TGT Target Corp. | 0.44% | 3,580 | $634K | Reduce -2.6% |
| CME Cme Group Inc. | 0.42% | 2,825 | $608K | Add +0.2% |
| CAT Caterpillar Inc. | 0.42% | 1,644 | $602K | Reduce -3.2% |
| ROP Roper Technologies Inc. | 0.40% | 1,035 | $581K | Reduce -0.1% |
| INTU Intuit Inc. | 0.39% | 873 | $567K | Add +1.8% |
| ADBE Adobe Inc. | 0.39% | 1,104 | $557K | Reduce -2.3% |
| NSC Norfolk Southern Corp. | 0.38% | 2,162 | $551K | New |
| APD Air Products & Chemicals Inc. | 0.38% | 2,243 | $543K | Add +0.5% |
| COST Costco Wholesale Corp. | 0.37% | 731 | $535K | Add +82.8% |
| AMGN Amgen Inc. | 0.37% | 1,879 | $534K | Add +1.4% |
| SBUX Starbucks Corp. | 0.37% | 5,814 | $531K | Add +33.4% |
| EMR Emerson Electric Co. | 0.36% | 4,610 | $523K | Add +39.5% |
| DHR Danaher Corp. | 0.36% | 2,054 | $513K | Add +4.6% |
| EFOR Everforth Inc. filed as ASGN INC | 0.36% | 4,884 | $512K | New |
| RTX RTX Corp. | 0.35% | 5,187 | $506K | Reduce -3.8% |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 0.35% | 8,850 | $503K | New |
| SFM Sprouts Farmers Market Inc. | 0.35% | 7,757 | $500K | New |
| LNG Cheniere Energy Inc. | 0.34% | 3,073 | $496K | New |
| ADP Automatic Data Processing | 0.31% | 1,803 | $450K | Reduce -2.4% |
| CMCSA Comcast Corp. Class A | 0.31% | 10,346 | $448K | Reduce -5.7% |
| MA Mastercard Inc. Class A | 0.31% | 918 | $442K | Add +5.2% |
| HON Honeywell International Inc. | 0.31% | 2,145 | $440K | Add +48.5% |
| MDT Medtronic PLC | 0.30% | 5,023 | $438K | Add +0.2% |
| NXPI NXP Semiconductors NV | 0.30% | 1,724 | $427K | Add +0.3% |
| PEP Pepsico Inc. | 0.30% | 2,430 | $425K | Add +1.9% |
| EQIX Equinix Inc. | 0.29% | 509 | $420K | Add +1.0% |
| PFE Pfizer Inc. | 0.29% | 14,829 | $412K | Add +0.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 10,843 | $411K | Add +13.9% |
| IWM iShares Russell 2000 ETF | 0.28% | 1,938 | $408K | New |
| QCOM Qualcomm Inc. | 0.28% | 2,337 | $396K | Reduce -0.8% |
| ICE Intercontinental Exchange Inc. | 0.27% | 2,803 | $385K | Add +23.3% |
| AMT American Tower Corp. | 0.26% | 1,919 | $379K | Add +0.5% |
| FITB Fifth Third Bancorp | 0.26% | 10,184 | $379K | Reduce -14.9% |
| PGR Progressive Corp. | 0.26% | 1,831 | $379K | Reduce -3.3% |
| AXP American Express Co. | 0.26% | 1,625 | $370K | New |
| USIG iShares Broad Usd Investment | 0.26% | 7,271 | $369K | Reduce -0.6% |
| QLTA iShares Aaa - A Rated Corpor | 0.26% | 7,737 | $367K | Reduce -0.5% |
| BN Brookfield Corp. | 0.25% | 8,693 | $364K | Reduce -5.2% |
| PAI Western Asset Investment Gra | 0.25% | 29,785 | $363K | Reduce -0.3% |
| UPS United Parcel Service Class B | 0.25% | 2,442 | $363K | Add +18.7% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.25% | 3,314 | $361K | Reduce -0.6% |
| T AT&T Inc. | 0.25% | 20,304 | $357K | New |
| AGG iShares Core U.S. Aggregate | 0.25% | 3,615 | $354K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 664 | $348K | Add +19.2% |
| LMT Lockheed Martin Corp. | 0.24% | 756 | $344K | Reduce -1.2% |
| VOO Vanguard S&P 500 ETF | 0.24% | 713 | $343K | No change |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.24% | 6,700 | $340K | No change |
| IGLB iShares 10+ Year Inv GR Corp. | 0.23% | 6,544 | $337K | Reduce -0.3% |
| SPGI S&P Global Inc. | 0.23% | 787 | $335K | Reduce -5.9% |
Portfolio Sells Q4 2023 → Q1 2024
| KO The Coca-Cola Co. | Reduce -0.0% | 18.55% | −6.45 |
| IVV iShares Core S&P 500 ETF | Reduce -0.4% | 3.51% | −0.96 |
| HD Home Depot Inc. | Reduce -0.9% | 2.58% | −0.71 |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | Reduce -0.2% | 1.76% | −0.62 |
| MCD McDonald's Corp. | Reduce -1.6% | 0.60% | −0.29 |
| ADBE Adobe Inc. | Reduce -2.3% | 0.39% | −0.27 |
| CHTR Charter Communications Inc. Class A | Sold out | 0.00% | −0.25 |
| UNP Union Pacific Corp. | Reduce -0.6% | 0.58% | −0.23 |
| IJH iShares Core S&P Midcap ETF | Reduce -4.5% | 0.66% | −0.22 |
| FTLS First Trust Long/Short Eqty | Reduce -5.0% | 0.63% | −0.22 |
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −0.20 |
| TFC Truist Financial Corp. | Reduce -3.3% | 0.47% | −0.17 |
| CVX Chevron Corp. | Reduce -0.1% | 0.53% | −0.17 |
| CB Chubb Ltd. | Reduce -0.5% | 0.72% | −0.16 |
| CMCSA Comcast Corp. Class A | Reduce -5.7% | 0.31% | −0.16 |
| ROP Roper Technologies Inc. | Reduce -0.1% | 0.40% | −0.15 |
| FITB Fifth Third Bancorp | Reduce -14.9% | 0.26% | −0.14 |
| TDG Transdigm Group Inc. | Reduce -5.0% | 0.66% | −0.14 |
| SPGI S&P Global Inc. | Reduce -5.9% | 0.23% | −0.13 |
| VZ Verizon Communications Inc. | Reduce -0.8% | 0.44% | −0.12 |
| ETN Eaton Corp. PLC | Reduce -1.7% | 1.17% | −0.11 |
| QLTA iShares Aaa - A Rated Corpor | Reduce -0.5% | 0.26% | −0.11 |
| USIG iShares Broad Usd Investment | Reduce -0.6% | 0.26% | −0.11 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -0.6% | 0.25% | −0.11 |
| ADP Automatic Data Processing | Reduce -2.4% | 0.31% | −0.11 |
| BN Brookfield Corp. | Reduce -5.2% | 0.25% | −0.10 |
| IGLB iShares 10+ Year Inv GR Corp. | Reduce -0.3% | 0.23% | −0.10 |
| LMT Lockheed Martin Corp. | Reduce -1.2% | 0.24% | −0.10 |
| PAI Western Asset Investment Gra | Reduce -0.3% | 0.25% | −0.10 |
| RTX RTX Corp. | Reduce -3.8% | 0.35% | −0.09 |
| NZF Nuveen Municipal Credit Inc. | Reduce -15.7% | 0.15% | −0.09 |
| ALL Allstate Corp. | Reduce -0.1% | 0.65% | −0.09 |
| NOC Northrop Grumman Corp. | Reduce -6.8% | 0.16% | −0.07 |
| CAT Caterpillar Inc. | Reduce -3.2% | 0.42% | −0.07 |
| TGT Target Corp. | Reduce -2.6% | 0.44% | −0.07 |
| CSGP Costar Group Inc. | Reduce -7.5% | 0.18% | −0.07 |
| QCOM Qualcomm Inc. | Reduce -0.8% | 0.28% | −0.06 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -8.0% | 0.18% | −0.05 |
| SYF Synchrony Financial | Reduce -3.3% | 0.18% | −0.05 |
| KLAC KLA Corp. | Reduce -1.1% | 0.21% | −0.04 |
| PGR Progressive Corp. | Reduce -3.3% | 0.26% | −0.03 |
| KKR KKR & Co. Inc. | Reduce -0.6% | 0.19% | −0.03 |
Portfolio Buys Q4 2023 → Q1 2024
| ANET Arista Networks Inc. | New | 2.98% | +2.98 |
| CMG Chipotle Mexican Grill Inc. | New | 1.24% | +1.24 |
| GS Goldman Sachs Group Inc. | New | 1.18% | +1.18 |
| META Meta Platforms Inc. Class A | Add +179.7% | 1.82% | +1.16 |
| LLY Eli Lilly & Co. | Add +112.4% | 2.25% | +1.14 |
| PAYC Paycom Software Inc. | New | 1.07% | +1.07 |
| ORLY O'reilly Automotive Inc. | Add +479.3% | 1.23% | +0.98 |
| GOOG Alphabet Inc. Class C | Add +274.9% | 1.40% | +0.92 |
| AJG Arthur J Gallagher & Co. | New | 0.89% | +0.89 |
| CL Colgate-Palmolive Co. | New | 0.87% | +0.87 |
| DIS The Walt Disney Co. | New | 0.82% | +0.82 |
| ITW Illinois Tool Works | New | 0.74% | +0.74 |
| NVDA Nvidia Corp. | Add +2.1% | 2.52% | +0.63 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.47% | +0.47 |
| NSC Norfolk Southern Corp. | New | 0.38% | +0.38 |
| EFOR Everforth Inc. | New | 0.36% | +0.36 |
| SGI Somnigroup International Inc. | New | 0.35% | +0.35 |
| SFM Sprouts Farmers Market Inc. | New | 0.35% | +0.35 |
| LNG Cheniere Energy Inc. | New | 0.34% | +0.34 |
| IWM iShares Russell 2000 ETF | New | 0.28% | +0.28 |
| AXP American Express Co. | New | 0.26% | +0.26 |
| T AT&T Inc. | New | 0.25% | +0.25 |
| ORCL Oracle Corp. | New | 0.23% | +0.23 |
| AZO AutoZone Inc. | New | 0.21% | +0.21 |
| ABT Abbott Laboratories | New | 0.21% | +0.21 |
| LOW Lowe's Cos Inc. | New | 0.18% | +0.18 |
| HCA HCA Healthcare Inc. | New | 0.18% | +0.18 |
| EL Estee Lauder Companies Class A | New | 0.17% | +0.17 |
| SHW The Sherwin-Williams Co. | New | 0.17% | +0.17 |
| MCK McKesson Corp. | New | 0.17% | +0.17 |
| EME Emcor Group Inc. | New | 0.16% | +0.16 |
| SO The Southern Co. | New | 0.14% | +0.14 |
| GIS General Mills Inc. | New | 0.14% | +0.14 |
| COST Costco Wholesale Corp. | Add +82.8% | 0.37% | +0.12 |
| AAPL Apple Inc. | Add +60.5% | 3.38% | +0.07 |
| MDRX Veradigm Inc. | New | 0.06% | +0.06 |
| EMR Emerson Electric Co. | Add +39.5% | 0.36% | +0.05 |
| HON Honeywell International Inc. | Add +48.5% | 0.31% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +37.3% | 0.22% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +28.3% | 0.91% | −0.01 |
| VLO Valero Energy Corp. | Add +0.8% | 0.22% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +19.2% | 0.24% | −0.02 |
| MPC Marathon Petroleum Corp. | Add +0.4% | 0.63% | −0.02 |
| ICE Intercontinental Exchange Inc. | Add +23.3% | 0.27% | −0.02 |
| LIN Linde PLC | Add +13.3% | 0.18% | −0.02 |
| V Visa Inc. Class A | Add +27.9% | 1.01% | −0.02 |
| BAC Bank of America Corp. | Add +13.9% | 0.29% | −0.03 |
| IBM Intl Business Machines Corp. | Add +0.5% | 0.17% | −0.03 |
| MRK Merck & Co. Inc. | Add +12.3% | 1.17% | −0.03 |
| CPRT Copart Inc. | Add +0.2% | 0.20% | −0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 139 | $163.8M | IVV, SON, KO, NVDA, AAPL |
| Q1 2026 | 135 | $154.5M | IVV, SON, KO, NVDA, AAPL |
| Q4 2025 | 138 | $156.4M | IVV, SON, KO, NVDA, MSFT |
| Q3 2025 | 137 | $150.7M | IVV, KO, SON, NVDA, MSFT |
| Q2 2025 | 142 | $148.1M | IVV, SON, KO, NVDA, MSFT |
| Q1 2025 | 132 | $134.0M | IVV, SON, KO, MSFT, AAPL |
| Q4 2024 | 137 | $138.9M | SON, IVV, KO, NVDA, AAPL |
| Q3 2024 | 133 | $126.1M | IVV, KO, MSFT, NVDA, AAPL |
| Q2 2024 | 116 | $105.7M | KO, IVV, NVDA, MSFT, AAPL |
| Q1 2024 | 130 | $143.7M | KO, IVV, AAPL, MSFT, ANET |