Meadow Creek Wealth Advisors LLC

Name: Meadow Creek Wealth Advisors LLC 13F holdings, Q4 2024
Creator: Meadow Creek Wealth Advisors LLC
Published: 2025-01-27

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

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%
MCK McKesson Corp.	0.21%	506	$288K	No change
NOW ServiceNow Inc.	0.20%	265	$281K	Add +10.9%
SCHD Schwab US DVD Equity ETF	0.20%	10,005	$273K	No change
BRK.B Berkshire Hathaway Inc. Class B	0.19%	594	$269K	Reduce -7.8%
TSM Taiwan Semiconductor-SP ADR	0.19%	1,331	$263K	Reduce -4.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.19%	2,354	$262K	Add +1.1%
WFC Wells Fargo & Co.	0.19%	3,692	$259K	Add +3.5%
SO The Southern Co.	0.19%	3,139	$258K	Reduce -13.4%
PH Parker Hannifin Corp.	0.18%	404	$257K	No change
GIS General Mills Inc.	0.18%	3,988	$254K	Add +6.0%
CPRT Copart Inc.	0.18%	4,416	$253K	Reduce -1.6%
ACN Accenture PLC Class A	0.18%	719	$253K	Reduce -19.9%
SPOT Spotify Technology SA	0.18%	560	$251K	Add +0.9%
BDX Becton Dickinson and Co.	0.18%	1,102	$250K	Reduce -10.4%
ISRG Intuitive Surgical Inc.	0.18%	472	$246K	Reduce -3.1%
UPS United Parcel Service Class B	0.17%	1,925	$243K	Add +1.1%
TT Trane Technologies PLC	0.17%	647	$239K	Reduce -8.6%
AMT American Tower Corp.	0.17%	1,289	$236K	Reduce -12.9%
MDLZ Mondelez International Inc. Class A	0.17%	3,906	$233K	Add +15.3%
LOW Lowe's Cos Inc.	0.17%	943	$233K	Add +2.7%
IBKR Interactive Brokers Gro Class A	0.17%	1,311	$232K	New
MRSH Marsh & McLennan Cos	0.17%	1,088	$231K	Add +16.2%
HCA HCA Healthcare Inc.	0.17%	765	$230K	New
SHW The Sherwin-Williams Co.	0.16%	664	$226K	Reduce -6.1%
AZN Astrazeneca PLC-Spons ADR	0.16%	3,382	$222K	Add +1.2%
DLR Digital Realty Trust Inc.	0.16%	1,246	$221K	Add +0.8%
NOC Northrop Grumman Corp.	0.16%	471	$221K	Reduce -25.6%
RF Regions Financial Corp.	0.16%	9,372	$220K	No change
JCI Johnson Controls Internation	0.16%	2,776	$219K	Reduce -0.3%
FICO Fair Isaac Corp.	0.16%	110	$219K	Reduce -25.2%
BX Blackstone Inc.	0.16%	1,262	$218K	New
HEI.A Heico Corp. Class A	0.16%	1,159	$216K	Reduce -3.7%
NZF Nuveen Municipal Credit Inc.	0.15%	17,425	$212K	No change
CHTR Charter Communications Inc. Class A	0.15%	607	$208K	New
ANET Arista Networks Inc.	0.15%	1,876	$207K	New
IQV Iqvia Holdings Inc.	0.15%	1,042	$205K	Add +0.5%
BKT BlackRock Income Trust	0.14%	17,093	$197K	No change

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