Meadow Creek Wealth Advisors LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 27, 2025), Meadow Creek Wealth Advisors LLC reported 137 stock positions worth $138.9 million. Its top holding was Sonoco Products (SON) at 8.4% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 8.4%) and Coca-Cola (KO, 6.4%). Compared with Q3 2024, it opened 7 new positions, sold out of 3, added to 67 and reduced 48. The biggest buy was a new position in Sonoco Products (SON) and the biggest sale Microsoft (MSFT, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001801107
- Portfolio Value
- $138.9M (Q4 2024)
- SEC Filing
- 0001062993-25-001111 ↗ filed Jan 27, 2025
Holdings Value
Holdings 137 stocks · $138.9M
| SON Sonoco Products Co. | 8.40% | 238,936 | $11.7M | New |
| IVV iShares Core S&P 500 ETF | 8.40% | 19,820 | $11.7M | Add +5.7% |
| KO The Coca-Cola Co. | 6.40% | 142,838 | $8.9M | Add +0.1% |
| NVDA Nvidia Corp. | 4.05% | 41,916 | $5.6M | Reduce -4.2% |
| AAPL Apple Inc. | 3.86% | 21,413 | $5.4M | Add +5.5% |
| MSFT Microsoft Corp. | 3.57% | 11,772 | $5.0M | Reduce -5.0% |
| JEPI JPMorgan Equity Premium Inco | 2.98% | 72,068 | $4.1M | Add +2.7% |
| AVGO Broadcom Inc. | 2.82% | 16,927 | $3.9M | Reduce -3.1% |
| JPM JPMorgan Chase & Co. | 2.09% | 12,105 | $2.9M | Reduce -2.9% |
| AMZN Amazon.com Inc. | 1.94% | 12,301 | $2.7M | Add +0.7% |
| WMT Walmart Inc. | 1.78% | 27,389 | $2.5M | Add +0.5% |
| RSP Invesco S&P 500 Equal Weight | 1.69% | 13,371 | $2.3M | Add +4.9% |
| AVUV Avantis US Small Cap Value | 1.66% | 23,917 | $2.3M | Add +6.6% |
| HD Home Depot Inc. | 1.65% | 5,892 | $2.3M | Reduce -3.3% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 1.42% | 105,918 | $2.0M | Add +28.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.30% | 41,140 | $1.8M | Reduce -21.3% |
| META Meta Platforms Inc. Class A | 1.30% | 3,084 | $1.8M | Add +1.4% |
| GOOGL Alphabet Inc. Class A | 1.22% | 8,954 | $1.7M | Add +3.7% |
| ETN Eaton Corp. PLC | 1.17% | 4,891 | $1.6M | Reduce -3.3% |
| PG The Procter & Gamble Co. | 1.15% | 9,564 | $1.6M | Reduce -0.9% |
| V Visa Inc. Class A | 1.05% | 4,629 | $1.5M | Reduce -13.9% |
| LLY Eli Lilly & Co. | 1.04% | 1,866 | $1.4M | Reduce -8.8% |
| UNH Unitedhealth Group Inc. | 1.01% | 2,766 | $1.4M | Add +1.9% |
| MRK Merck & Co. Inc. | 0.96% | 13,450 | $1.3M | Reduce -3.2% |
| COST Costco Wholesale Corp. | 0.92% | 1,387 | $1.3M | Reduce -15.1% |
| NFLX Netflix Inc. | 0.87% | 1,356 | $1.2M | Reduce -4.0% |
| CB Chubb Ltd. | 0.84% | 4,239 | $1.2M | Add +0.3% |
| CRM Salesforce Inc. | 0.82% | 3,409 | $1.1M | Add +12.3% |
| MCD McDonald's Corp. | 0.79% | 3,794 | $1.1M | Add +2.4% |
| XOM Exxon Mobil Corp. | 0.79% | 10,195 | $1.1M | Reduce -2.1% |
| IJH iShares Core S&P Midcap ETF | 0.78% | 17,424 | $1.1M | Add +0.8% |
| MSI Motorola Solutions Inc. | 0.76% | 2,299 | $1.1M | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 0.76% | 5,542 | $1.1M | Add +0.8% |
| TDG Transdigm Group Inc. | 0.72% | 793 | $1.0M | Add +1.3% |
| JNJ Johnson & Johnson | 0.69% | 6,648 | $961K | Add +0.9% |
| CSCO Cisco Systems Inc. | 0.68% | 16,029 | $949K | Add +0.5% |
| ABBV Abbvie Inc. | 0.62% | 4,824 | $857K | Reduce -1.8% |
| CVX Chevron Corp. | 0.59% | 5,682 | $823K | Add +0.9% |
| FTLS First Trust Long/Short Eqty | 0.55% | 11,662 | $767K | Add +20.2% |
| UNP Union Pacific Corp. | 0.54% | 3,307 | $754K | Reduce -3.5% |
| CME Cme Group Inc. | 0.52% | 3,082 | $716K | Reduce -3.4% |
| MA Mastercard Inc. Class A | 0.50% | 1,316 | $693K | Add +2.3% |
| HON Honeywell International Inc. | 0.45% | 2,775 | $627K | Add +0.7% |
| MPC Marathon Petroleum Corp. | 0.44% | 4,413 | $616K | Reduce -4.0% |
| ADP Automatic Data Processing | 0.43% | 2,042 | $598K | Reduce -2.5% |
| EMR Emerson Electric Co. | 0.43% | 4,815 | $597K | Add +1.4% |
| APD Air Products & Chemicals Inc. | 0.43% | 2,052 | $595K | Reduce -8.7% |
| INTU Intuit Inc. | 0.43% | 941 | $591K | Add +0.4% |
| CAT Caterpillar Inc. | 0.42% | 1,603 | $582K | Add +0.3% |
| SBUX Starbucks Corp. | 0.41% | 6,228 | $568K | Add +0.4% |
| ORCL Oracle Corp. | 0.40% | 3,302 | $550K | Reduce -0.9% |
| VZ Verizon Communications Inc. | 0.38% | 13,260 | $530K | Reduce -6.6% |
| RTX RTX Corp. | 0.38% | 4,552 | $527K | Add +1.1% |
| CMCSA Comcast Corp. Class A | 0.38% | 14,014 | $526K | Add +9.0% |
| ALL Allstate Corp. | 0.37% | 2,693 | $519K | Add +0.4% |
| ROP Roper Technologies Inc. | 0.37% | 994 | $517K | Reduce -2.1% |
| T AT&T Inc. | 0.36% | 21,822 | $497K | Add +0.5% |
| AMGN Amgen Inc. | 0.35% | 1,886 | $492K | Add +0.5% |
| AXP American Express Co. | 0.35% | 1,645 | $488K | Add +1.2% |
| TGT Target Corp. | 0.35% | 3,593 | $486K | Reduce -0.3% |
| EQIX Equinix Inc. | 0.35% | 514 | $485K | Add +0.2% |
| BMY Bristol-Myers Squibb Co. | 0.35% | 8,482 | $480K | Add +42.7% |
| TSLA Tesla Inc. | 0.34% | 1,185 | $479K | New |
| DHR Danaher Corp. | 0.34% | 2,041 | $469K | Add +1.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.33% | 2,116 | $465K | Add +1.8% |
| MDT Medtronic PLC | 0.32% | 5,585 | $446K | Reduce -1.6% |
| KKR KKR & Co. Inc. | 0.32% | 2,959 | $438K | Reduce -3.6% |
| LMT Lockheed Martin Corp. | 0.31% | 889 | $432K | Add +1.7% |
| FITB Fifth Third Bancorp | 0.31% | 10,151 | $429K | Add +0.4% |
| IWM iShares Russell 2000 ETF | 0.31% | 1,938 | $428K | No change |
| QCOM Qualcomm Inc. | 0.31% | 2,779 | $427K | Add +1.3% |
| ICE Intercontinental Exchange Inc. | 0.30% | 2,813 | $419K | Add +0.4% |
| ABT Abbott Laboratories | 0.30% | 3,706 | $419K | Reduce -5.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.28% | 668 | $392K | Add +0.1% |
| PEP Pepsico Inc. | 0.28% | 2,573 | $391K | Add +0.7% |
| BN Brookfield Corp. | 0.28% | 6,757 | $388K | Reduce -9.9% |
| VOO Vanguard S&P 500 ETF | 0.28% | 713 | $384K | No change |
| PFE Pfizer Inc. | 0.27% | 14,084 | $374K | Reduce -5.7% |
| GS Goldman Sachs Group Inc. | 0.27% | 651 | $373K | Add +8.0% |
| PAI Western Asset Investment Gra | 0.27% | 29,532 | $369K | No change |
| PGR Progressive Corp. | 0.26% | 1,521 | $364K | Reduce -0.8% |
| USIG iShares Broad Usd Investment | 0.26% | 7,201 | $362K | No change |
| QLTA iShares Aaa - A Rated Corpor | 0.26% | 7,667 | $359K | No change |
| NXPI NXP Semiconductors NV | 0.26% | 1,724 | $358K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.25% | 3,279 | $350K | No change |
| AGG iShares Core U.S. Aggregate | 0.25% | 3,605 | $349K | No change |
| SPGI S&P Global Inc. | 0.25% | 694 | $346K | Add +0.7% |
| AZO AutoZone Inc. | 0.25% | 107 | $343K | Add +0.9% |
| ADBE Adobe Inc. | 0.24% | 763 | $339K | Reduce -24.9% |
| ADI Analog Devices Inc. | 0.24% | 1,579 | $335K | Add +1.2% |
| ORLY O'reilly Automotive Inc. | 0.23% | 275 | $326K | Add +4.2% |
| MS Morgan Stanley | 0.23% | 2,577 | $324K | Add +3.9% |
| IGLB iShares 10+ Year Inv GR Corp. | 0.23% | 6,474 | $320K | No change |
| PYPL PayPal Holdings Inc. | 0.23% | 3,686 | $315K | Add +17.0% |
| LIN Linde PLC | 0.22% | 738 | $309K | Add +2.8% |
| VLO Valero Energy Corp. | 0.22% | 2,468 | $303K | Add +6.1% |
| BLK BlackRock Inc. | 0.21% | 291 | $298K | Add +2.8% |
| HLT Hilton Worldwide Holdings Inc. | 0.21% | 1,194 | $295K | Add +0.8% |
| KLAC KLA Corp. | 0.21% | 467 | $294K | Reduce -6.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.21% | 2,426 | $293K | Reduce -13.6% |
Portfolio Sells Q3 2024 → Q4 2024
| MSFT Microsoft Corp. | Reduce -5.0% | 3.57% | −0.66 |
| LLY Eli Lilly & Co. | Reduce -8.8% | 1.04% | −0.40 |
| BAC Bank of America Corp. | Reduce -21.3% | 1.30% | −0.34 |
| HD Home Depot Inc. | Reduce -3.3% | 1.65% | −0.31 |
| MRK Merck & Co. Inc. | Reduce -3.2% | 0.96% | −0.29 |
| JMST JPM Ultra-Short Muni Income | Sold out | 0.00% | −0.27 |
| COST Costco Wholesale Corp. | Reduce -15.1% | 0.92% | −0.23 |
| EME Emcor Group Inc. | Sold out | 0.00% | −0.18 |
| XOM Exxon Mobil Corp. | Reduce -2.1% | 0.79% | −0.18 |
| ADBE Adobe Inc. | Reduce -24.9% | 0.24% | −0.17 |
| COP Conocophillips | Sold out | 0.00% | −0.17 |
| PG The Procter & Gamble Co. | Reduce -0.9% | 1.15% | −0.17 |
| NVDA Nvidia Corp. | Reduce -4.2% | 4.05% | −0.16 |
| ETN Eaton Corp. PLC | Reduce -3.3% | 1.17% | −0.16 |
| ABBV Abbvie Inc. | Reduce -1.8% | 0.62% | −0.15 |
| MPC Marathon Petroleum Corp. | Reduce -4.0% | 0.44% | −0.15 |
| UNP Union Pacific Corp. | Reduce -3.5% | 0.54% | −0.13 |
| VZ Verizon Communications Inc. | Reduce -6.6% | 0.38% | −0.12 |
| V Visa Inc. Class A | Reduce -13.9% | 1.05% | −0.12 |
| NOC Northrop Grumman Corp. | Reduce -25.6% | 0.16% | −0.11 |
| AMT American Tower Corp. | Reduce -12.9% | 0.17% | −0.10 |
| APD Air Products & Chemicals Inc. | Reduce -8.7% | 0.43% | −0.10 |
| TGT Target Corp. | Reduce -0.3% | 0.35% | −0.10 |
| KLAC KLA Corp. | Reduce -6.6% | 0.21% | −0.10 |
| MDT Medtronic PLC | Reduce -1.6% | 0.32% | −0.08 |
| ROP Roper Technologies Inc. | Reduce -2.1% | 0.37% | −0.08 |
| PFE Pfizer Inc. | Reduce -5.7% | 0.27% | −0.07 |
| SO The Southern Co. | Reduce -13.4% | 0.19% | −0.07 |
| ACN Accenture PLC Class A | Reduce -19.9% | 0.18% | −0.07 |
| FICO Fair Isaac Corp. | Reduce -25.2% | 0.16% | −0.07 |
| MSI Motorola Solutions Inc. | Reduce -0.3% | 0.76% | −0.06 |
| BDX Becton Dickinson and Co. | Reduce -10.4% | 0.18% | −0.06 |
| ORCL Oracle Corp. | Reduce -0.9% | 0.40% | −0.05 |
| ABT Abbott Laboratories | Reduce -5.6% | 0.30% | −0.05 |
| SHW The Sherwin-Williams Co. | Reduce -6.1% | 0.16% | −0.05 |
| TJX TJX Companies Inc. | Reduce -13.6% | 0.21% | −0.05 |
| TT Trane Technologies PLC | Reduce -8.6% | 0.17% | −0.05 |
| PGR Progressive Corp. | Reduce -0.8% | 0.26% | −0.05 |
| CME Cme Group Inc. | Reduce -3.4% | 0.52% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -7.8% | 0.19% | −0.04 |
| HEI.A Heico Corp. Class A | Reduce -3.7% | 0.16% | −0.04 |
| BN Brookfield Corp. | Reduce -9.9% | 0.28% | −0.04 |
| ADP Automatic Data Processing | Reduce -2.5% | 0.43% | −0.03 |
| JCI Johnson Controls Internation | Reduce -0.3% | 0.16% | −0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -3.1% | 0.18% | −0.01 |
| CPRT Copart Inc. | Reduce -1.6% | 0.18% | −0.00 |
| KKR KKR & Co. Inc. | Reduce -3.6% | 0.32% | −0.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -4.0% | 0.19% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -2.9% | 2.09% | +0.01 |
| NFLX Netflix Inc. | Reduce -4.0% | 0.87% | +0.08 |
Portfolio Buys Q3 2024 → Q4 2024
| SON Sonoco Products Co. | New | 8.40% | +8.40 |
| TSLA Tesla Inc. | New | 0.34% | +0.34 |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | Add +28.4% | 1.42% | +0.19 |
| IBKR Interactive Brokers Gro Class A | New | 0.17% | +0.17 |
| HCA HCA Healthcare Inc. | New | 0.17% | +0.17 |
| CRM Salesforce Inc. | Add +12.3% | 0.82% | +0.16 |
| BX Blackstone Inc. | New | 0.16% | +0.16 |
| CHTR Charter Communications Inc. Class A | New | 0.15% | +0.15 |
| ANET Arista Networks Inc. | New | 0.15% | +0.15 |
| AMZN Amazon.com Inc. | Add +0.7% | 1.94% | +0.14 |
| AAPL Apple Inc. | Add +5.5% | 3.86% | +0.11 |
| BMY Bristol-Myers Squibb Co. | Add +42.7% | 0.35% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +3.7% | 1.22% | +0.09 |
| FTLS First Trust Long/Short Eqty | Add +20.2% | 0.55% | +0.06 |
| WMT Walmart Inc. | Add +0.5% | 1.78% | +0.04 |
| NOW ServiceNow Inc. | Add +10.9% | 0.20% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +8.0% | 0.27% | +0.03 |
| PYPL PayPal Holdings Inc. | Add +17.0% | 0.23% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +0.8% | 0.76% | +0.03 |
| MS Morgan Stanley | Add +3.9% | 0.23% | +0.03 |
| WFC Wells Fargo & Co. | Add +3.5% | 0.19% | +0.03 |
| SPOT Spotify Technology SA | Add +0.9% | 0.18% | +0.02 |
| EMR Emerson Electric Co. | Add +1.4% | 0.43% | +0.02 |
| DIS The Walt Disney Co. | Add +1.1% | 0.19% | +0.01 |
| CSCO Cisco Systems Inc. | Add +0.5% | 0.68% | +0.01 |
| AXP American Express Co. | Add +1.2% | 0.35% | +0.00 |
| BLK BlackRock Inc. | Add +2.8% | 0.21% | +0.00 |
| MRSH Marsh & McLennan Cos | Add +16.2% | 0.17% | +0.00 |
| DLR Digital Realty Trust Inc. | Add +0.8% | 0.16% | +0.00 |
| HON Honeywell International Inc. | Add +0.7% | 0.45% | −0.00 |
| HLT Hilton Worldwide Holdings Inc. | Add +0.8% | 0.21% | −0.00 |
| MA Mastercard Inc. Class A | Add +2.3% | 0.50% | −0.01 |
| ORLY O'reilly Automotive Inc. | Add +4.2% | 0.23% | −0.01 |
| EQIX Equinix Inc. | Add +0.2% | 0.35% | −0.01 |
| AZO AutoZone Inc. | Add +0.9% | 0.25% | −0.02 |
| T AT&T Inc. | Add +0.5% | 0.36% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.1% | 0.28% | −0.02 |
| IBM Intl Business Machines Corp. | Add +1.8% | 0.33% | −0.03 |
| LOW Lowe's Cos Inc. | Add +2.7% | 0.17% | −0.03 |
| ALL Allstate Corp. | Add +0.4% | 0.37% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Add +15.3% | 0.17% | −0.03 |
| UPS United Parcel Service Class B | Add +1.1% | 0.17% | −0.03 |
| VLO Valero Energy Corp. | Add +6.1% | 0.22% | −0.03 |
| SPGI S&P Global Inc. | Add +0.7% | 0.25% | −0.03 |
| FITB Fifth Third Bancorp | Add +0.4% | 0.31% | −0.03 |
| INTU Intuit Inc. | Add +0.4% | 0.43% | −0.04 |
| GIS General Mills Inc. | Add +6.0% | 0.18% | −0.04 |
| ADI Analog Devices Inc. | Add +1.2% | 0.24% | −0.04 |
| AVUV Avantis US Small Cap Value | Add +6.6% | 1.66% | −0.05 |
| AZN Astrazeneca PLC-Spons ADR | Add +1.2% | 0.16% | −0.05 |
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 |