Meadow Creek Wealth Advisors LLC

Name: Meadow Creek Wealth Advisors LLC 13F holdings, Q1 2025
Creator: Meadow Creek Wealth Advisors LLC
Published: 2025-04-28

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

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 28, 2025), Meadow Creek Wealth Advisors LLC reported 132 stock positions worth $134.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 8.5% of the portfolio, followed by Sonoco Products (SON, 8.4%) and Coca-Cola (KO, 7.7%). Compared with Q4 2024, it opened 5 new positions, sold out of 10, added to 68 and reduced 46. The biggest buy was Coca-Cola (KO, shares +0%) and the biggest sale Nvidia (NVDA, shares −6%).

Most Recent 13F: Q2 2026
Location: ATLANTA, GA
CIK: 0001801107
Portfolio Value: $134.0M (Q1 2025)
SEC Filing: 0001062993-25-008102 ↗ filed Apr 28, 2025

Holdings Value

Holdings 132 stocks · $134.0M


IVV iShares Core S&P 500 ETF	8.54%	20,380	$11.5M	Add +2.8%
SON Sonoco Products Co.	8.42%	238,986	$11.3M	Add +0.0%
KO The Coca-Cola Co.	7.67%	143,443	$10.3M	Add +0.4%
MSFT Microsoft Corp.	3.30%	11,779	$4.4M	Add +0.1%
AAPL Apple Inc.	3.24%	19,563	$4.3M	Reduce -8.6%
JEPI JPMorgan Equity Premium Inco	3.24%	76,050	$4.3M	Add +5.5%
NVDA Nvidia Corp.	3.17%	39,239	$4.3M	Reduce -6.4%
JPM JPMorgan Chase & Co.	2.20%	12,020	$2.9M	Reduce -0.7%
AVGO Broadcom Inc.	2.09%	16,767	$2.8M	Reduce -0.9%
WMT Walmart Inc.	1.91%	29,227	$2.6M	Add +6.7%
RSP Invesco S&P 500 Equal Weight	1.77%	13,681	$2.4M	Add +2.3%
AMZN Amazon.com Inc.	1.73%	12,217	$2.3M	Reduce -0.7%
AVUV Avantis US Small Cap Value	1.62%	24,923	$2.2M	Add +4.2%
PREF Pri Spe Pre Sec Acti-Usd Inc.	1.59%	113,673	$2.1M	Add +7.3%
HD Home Depot Inc.	1.58%	5,768	$2.1M	Reduce -2.1%
V Visa Inc. Class A	1.40%	5,361	$1.9M	Add +15.8%
META Meta Platforms Inc. Class A	1.37%	3,193	$1.8M	Add +3.5%
PG The Procter & Gamble Co.	1.20%	9,407	$1.6M	Reduce -1.6%
LLY Eli Lilly & Co.	1.06%	1,723	$1.4M	Reduce -7.7%
ETN Eaton Corp. PLC	1.04%	5,151	$1.4M	Add +5.3%
GOOGL Alphabet Inc. Class A	1.04%	8,974	$1.4M	Add +0.2%
UNH Unitedhealth Group Inc.	1.01%	2,580	$1.4M	Reduce -6.7%
CB Chubb Ltd.	0.99%	4,385	$1.3M	Add +3.4%
COST Costco Wholesale Corp.	0.98%	1,387	$1.3M	No change
XOM Exxon Mobil Corp.	0.95%	10,754	$1.3M	Add +5.5%
NFLX Netflix Inc.	0.95%	1,361	$1.3M	Add +0.4%
JNJ Johnson & Johnson	0.90%	7,254	$1.2M	Add +9.1%
MRK Merck & Co. Inc.	0.89%	13,228	$1.2M	Reduce -1.6%
MCD McDonald's Corp.	0.88%	3,772	$1.2M	Reduce -0.6%
MSI Motorola Solutions Inc.	0.80%	2,449	$1.1M	Add +6.5%
TDG Transdigm Group Inc.	0.79%	767	$1.1M	Reduce -3.3%
ABBV Abbvie Inc.	0.77%	4,905	$1.0M	Add +1.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.75%	24,046	$1.0M	Reduce -41.5%
CSCO Cisco Systems Inc.	0.73%	15,959	$985K	Reduce -0.4%
CRM Salesforce Inc.	0.71%	3,553	$953K	Add +4.2%
CVX Chevron Corp.	0.66%	5,268	$881K	Reduce -7.3%
GOOG Alphabet Inc. Class C	0.65%	5,574	$871K	Add +0.6%
UNP Union Pacific Corp.	0.65%	3,666	$866K	Add +10.9%
FTLS First Trust Long/Short Eqty	0.60%	12,532	$803K	Add +7.5%
CME Cme Group Inc.	0.60%	3,018	$801K	Reduce -2.1%
IJH iShares Core S&P Midcap ETF	0.58%	13,289	$775K	Reduce -23.7%
MA Mastercard Inc. Class A	0.54%	1,311	$718K	Reduce -0.4%
APD Air Products & Chemicals Inc.	0.49%	2,241	$661K	Add +9.2%
SBUX Starbucks Corp.	0.49%	6,629	$650K	Add +6.4%
ADP Automatic Data Processing	0.47%	2,046	$625K	Add +0.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.46%	2,475	$615K	Add +17.0%
VZ Verizon Communications Inc.	0.45%	13,416	$609K	Add +1.2%
MPC Marathon Petroleum Corp.	0.45%	4,160	$606K	Reduce -5.7%
RTX RTX Corp.	0.45%	4,568	$605K	Add +0.3%
T AT&T Inc.	0.45%	21,349	$604K	Reduce -2.2%
HON Honeywell International Inc.	0.44%	2,779	$588K	Add +0.1%
ROP Roper Technologies Inc.	0.44%	995	$587K	Add +0.1%
AMGN Amgen Inc.	0.44%	1,874	$584K	Reduce -0.6%
ALL Allstate Corp.	0.43%	2,783	$576K	Add +3.3%
ABT Abbott Laboratories	0.41%	4,165	$552K	Add +12.4%
CAT Caterpillar Inc.	0.40%	1,608	$530K	Add +0.3%
EMR Emerson Electric Co.	0.39%	4,823	$529K	Add +0.2%
BMY Bristol-Myers Squibb Co.	0.39%	8,539	$521K	Add +0.7%
ICE Intercontinental Exchange Inc.	0.37%	2,892	$499K	Add +2.8%
CMCSA Comcast Corp. Class A	0.36%	13,156	$485K	Reduce -6.1%
MDT Medtronic PLC	0.35%	5,178	$465K	Reduce -7.3%
AXP American Express Co.	0.33%	1,654	$445K	Add +0.6%
EQIX Equinix Inc.	0.32%	534	$435K	Add +3.9%
QCOM Qualcomm Inc.	0.32%	2,802	$430K	Add +0.8%
INTU Intuit Inc.	0.32%	699	$429K	Reduce -25.7%
PGR Progressive Corp.	0.32%	1,508	$427K	Reduce -0.8%
AZO AutoZone Inc.	0.31%	108	$412K	Add +0.9%
FITB Fifth Third Bancorp	0.31%	10,451	$410K	Add +3.0%
IWM iShares Russell 2000 ETF	0.29%	1,938	$387K	No change
DHR Danaher Corp.	0.29%	1,881	$386K	Reduce -7.8%
ORCL Oracle Corp.	0.29%	2,745	$384K	Reduce -16.9%
PEP Pepsico Inc.	0.29%	2,559	$384K	Reduce -0.5%
ORLY O'reilly Automotive Inc.	0.29%	267	$382K	Reduce -2.9%
PAI Western Asset Investment Gra	0.28%	29,266	$376K	Reduce -0.9%
SPY SS SPDR S&P 500 ETF Trust-US	0.28%	670	$375K	Add +0.3%
TGT Target Corp.	0.28%	3,573	$373K	Reduce -0.6%
VOO Vanguard S&P 500 ETF	0.27%	713	$366K	No change
USIG iShares Broad Usd Investment	0.27%	7,159	$366K	Reduce -0.6%
QLTA iShares Aaa - A Rated Corpor	0.27%	7,625	$362K	Reduce -0.6%
SCHD Schwab US DVD Equity ETF	0.27%	12,952	$362K	Add +29.5%
BRK.B Berkshire Hathaway Inc. Class B	0.27%	674	$359K	Add +13.5%
AGG iShares Core U.S. Aggregate	0.27%	3,605	$357K	No change
LQD Ishr Ibx Usd Invgd CB ETF-Ui	0.26%	3,262	$355K	Reduce -0.5%
BN Brookfield Corp.	0.26%	6,747	$354K	Reduce -0.1%
SPGI S&P Global Inc.	0.26%	691	$351K	Reduce -0.4%
LIN Linde PLC	0.26%	744	$346K	Add +0.8%
PFE Pfizer Inc.	0.26%	13,564	$344K	Reduce -3.7%
KLAC KLA Corp.	0.25%	488	$332K	Add +4.5%
AMT American Tower Corp.	0.25%	1,520	$331K	Add +17.9%
TSLA Tesla Inc.	0.24%	1,265	$328K	Add +6.8%
NXPI NXP Semiconductors NV	0.24%	1,724	$328K	No change
ADI Analog Devices Inc.	0.24%	1,624	$328K	Add +2.9%
GS Goldman Sachs Group Inc.	0.24%	596	$326K	Reduce -8.4%
LMT Lockheed Martin Corp.	0.24%	726	$324K	Reduce -18.3%
IGLB iShares 10+ Year Inv GR Corp.	0.24%	6,434	$323K	Reduce -0.6%
VLO Valero Energy Corp.	0.24%	2,443	$323K	Reduce -1.0%
MS Morgan Stanley	0.24%	2,730	$319K	Add +5.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.22%	2,452	$299K	Add +1.1%
ADBE Adobe Inc.	0.22%	770	$295K	Add +0.9%
SO The Southern Co.	0.22%	3,158	$290K	Add +0.6%
KKR KKR & Co. Inc.	0.22%	2,507	$290K	Reduce -15.3%
SPOT Spotify Technology SA	0.21%	504	$277K	Reduce -10.0%
BLK BlackRock Inc.	0.21%	291	$275K	No change
MCK McKesson Corp.	0.20%	407	$274K	Reduce -19.6%
NOC Northrop Grumman Corp.	0.20%	530	$271K	Add +12.5%
HLT Hilton Worldwide Holdings Inc.	0.20%	1,176	$268K	Reduce -1.5%
MDLZ Mondelez International Inc. Class A	0.20%	3,928	$267K	Add +0.6%
MRSH Marsh & McLennan Cos	0.20%	1,092	$266K	Add +0.4%
BDX Becton Dickinson and Co.	0.20%	1,161	$266K	Add +5.3%
COP Conocophillips	0.20%	2,528	$265K	New
WFC Wells Fargo & Co.	0.20%	3,683	$264K	Reduce -0.2%
HCA HCA Healthcare Inc.	0.20%	765	$264K	No change
PH Parker Hannifin Corp.	0.19%	415	$252K	Add +2.7%
CPRT Copart Inc.	0.19%	4,430	$251K	Add +0.3%
AZN Astrazeneca PLC-Spons ADR	0.19%	3,392	$249K	Add +0.3%
GIS General Mills Inc.	0.19%	4,149	$248K	Add +4.0%
HEI.A Heico Corp. Class A	0.18%	1,173	$247K	Add +1.2%
JCI Johnson Controls Internation	0.18%	3,032	$243K	Add +9.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.18%	2,402	$237K	Add +2.0%
NOW ServiceNow Inc.	0.18%	295	$235K	Add +11.3%
UPS United Parcel Service Class B	0.18%	2,134	$235K	Add +10.9%
SHW The Sherwin-Williams Co.	0.17%	664	$232K	No change
ACN Accenture PLC Class A	0.17%	728	$227K	Add +1.3%
CHTR Charter Communications Inc. Class A	0.17%	607	$224K	No change
LOW Lowe's Cos Inc.	0.16%	943	$220K	No change
GD General Dynamics Corp.	0.16%	798	$218K	New
NZF Nuveen Municipal Credit Inc.	0.16%	17,425	$213K	No change
WM Waste Management Inc.	0.15%	884	$205K	New
RF Regions Financial Corp.	0.15%	9,372	$204K	No change
BKT BlackRock Income Trust	0.15%	17,093	$203K	No change
CSGP Costar Group Inc.	0.15%	2,547	$202K	New
WCMI FT WCM International ETF	0.13%	12,582	$178K	New

Portfolio Sells Q4 2024 → Q1 2025


NVDA Nvidia Corp.	Reduce -6.4%	3.17%	−0.88
AVGO Broadcom Inc.	Reduce -0.9%	2.09%	−0.73
AAPL Apple Inc.	Reduce -8.6%	3.24%	−0.62
BAC Bank of America Corp.	Reduce -41.5%	0.75%	−0.55
PYPL PayPal Holdings Inc.	Sold out	0.00%	−0.23
AMZN Amazon.com Inc.	Reduce -0.7%	1.73%	−0.21
IJH iShares Core S&P Midcap ETF	Reduce -23.7%	0.58%	−0.20
TSM Taiwan Semiconductor-SP ADR	Sold out	0.00%	−0.19
ISRG Intuitive Surgical Inc.	Sold out	0.00%	−0.18
TT Trane Technologies PLC	Sold out	0.00%	−0.17
IBKR Interactive Brokers Gro Class A	Sold out	0.00%	−0.17
DLR Digital Realty Trust Inc.	Sold out	0.00%	−0.16
FICO Fair Isaac Corp.	Sold out	0.00%	−0.16
BX Blackstone Inc.	Sold out	0.00%	−0.16
ANET Arista Networks Inc.	Sold out	0.00%	−0.15
IQV Iqvia Holdings Inc.	Sold out	0.00%	−0.15
ORCL Oracle Corp.	Reduce -16.9%	0.29%	−0.11
INTU Intuit Inc.	Reduce -25.7%	0.32%	−0.11
KKR KKR & Co. Inc.	Reduce -15.3%	0.22%	−0.10
MRK Merck & Co. Inc.	Reduce -1.6%	0.89%	−0.08
HD Home Depot Inc.	Reduce -2.1%	1.58%	−0.07
TGT Target Corp.	Reduce -0.6%	0.28%	−0.07
LMT Lockheed Martin Corp.	Reduce -18.3%	0.24%	−0.07
DHR Danaher Corp.	Reduce -7.8%	0.29%	−0.05
GS Goldman Sachs Group Inc.	Reduce -8.4%	0.24%	−0.03
CMCSA Comcast Corp. Class A	Reduce -6.1%	0.36%	−0.02
BN Brookfield Corp.	Reduce -0.1%	0.26%	−0.02
HLT Hilton Worldwide Holdings Inc.	Reduce -1.5%	0.20%	−0.01
PFE Pfizer Inc.	Reduce -3.7%	0.26%	−0.01
MCK McKesson Corp.	Reduce -19.6%	0.20%	−0.00
UNH Unitedhealth Group Inc.	Reduce -6.7%	1.01%	+0.00
PEP Pepsico Inc.	Reduce -0.5%	0.29%	+0.00
MPC Marathon Petroleum Corp.	Reduce -5.7%	0.45%	+0.01
WFC Wells Fargo & Co.	Reduce -0.2%	0.20%	+0.01
IGLB iShares 10+ Year Inv GR Corp.	Reduce -0.6%	0.24%	+0.01
USIG iShares Broad Usd Investment	Reduce -0.6%	0.27%	+0.01
QLTA iShares Aaa - A Rated Corpor	Reduce -0.6%	0.27%	+0.01
LQD Ishr Ibx Usd Invgd CB ETF-Ui	Reduce -0.5%	0.26%	+0.01
SPGI S&P Global Inc.	Reduce -0.4%	0.26%	+0.01
PAI Western Asset Investment Gra	Reduce -0.9%	0.28%	+0.01
VLO Valero Energy Corp.	Reduce -1.0%	0.24%	+0.02
LLY Eli Lilly & Co.	Reduce -7.7%	1.06%	+0.02
MDT Medtronic PLC	Reduce -7.3%	0.35%	+0.03
SPOT Spotify Technology SA	Reduce -10.0%	0.21%	+0.03
MA Mastercard Inc. Class A	Reduce -0.4%	0.54%	+0.04
PG The Procter & Gamble Co.	Reduce -1.6%	1.20%	+0.04
ORLY O'reilly Automotive Inc.	Reduce -2.9%	0.29%	+0.05
CSCO Cisco Systems Inc.	Reduce -0.4%	0.73%	+0.05
PGR Progressive Corp.	Reduce -0.8%	0.32%	+0.06
CVX Chevron Corp.	Reduce -7.3%	0.66%	+0.07

Portfolio Buys Q4 2024 → Q1 2025


KO The Coca-Cola Co.	Add +0.4%	7.67%	+1.26
V Visa Inc. Class A	Add +15.8%	1.40%	+0.35
JEPI JPMorgan Equity Premium Inco	Add +5.5%	3.24%	+0.26
JNJ Johnson & Johnson	Add +9.1%	0.90%	+0.21
COP Conocophillips	New	0.20%	+0.20
PREF Pri Spe Pre Sec Acti-Usd Inc.	Add +7.3%	1.59%	+0.17
XOM Exxon Mobil Corp.	Add +5.5%	0.95%	+0.16
GD General Dynamics Corp.	New	0.16%	+0.16
WM Waste Management Inc.	New	0.15%	+0.15
CSGP Costar Group Inc.	New	0.15%	+0.15
ABBV Abbvie Inc.	Add +1.7%	0.77%	+0.15
IVV iShares Core S&P 500 ETF	Add +2.8%	8.54%	+0.15
CB Chubb Ltd.	Add +3.4%	0.99%	+0.14
WMT Walmart Inc.	Add +6.7%	1.91%	+0.13
WCMI FT WCM International ETF	New	0.13%	+0.13
IBM Intl Business Machines Corp.	Add +17.0%	0.46%	+0.12
ABT Abbott Laboratories	Add +12.4%	0.41%	+0.11
UNP Union Pacific Corp.	Add +10.9%	0.65%	+0.10
RSP Invesco S&P 500 Equal Weight	Add +2.3%	1.77%	+0.08
NFLX Netflix Inc.	Add +0.4%	0.95%	+0.08
AMT American Tower Corp.	Add +17.9%	0.25%	+0.08
SBUX Starbucks Corp.	Add +6.4%	0.49%	+0.08
BRK.B Berkshire Hathaway Inc. Class B	Add +13.5%	0.27%	+0.07
SCHD Schwab US DVD Equity ETF	Add +29.5%	0.27%	+0.07
META Meta Platforms Inc. Class A	Add +3.5%	1.37%	+0.07
RTX RTX Corp.	Add +0.3%	0.45%	+0.07
VZ Verizon Communications Inc.	Add +1.2%	0.45%	+0.07
ICE Intercontinental Exchange Inc.	Add +2.8%	0.37%	+0.07
ROP Roper Technologies Inc.	Add +0.1%	0.44%	+0.07
APD Air Products & Chemicals Inc.	Add +9.2%	0.49%	+0.06
AZO AutoZone Inc.	Add +0.9%	0.31%	+0.06
ALL Allstate Corp.	Add +3.3%	0.43%	+0.06
FTLS First Trust Long/Short Eqty	Add +7.5%	0.60%	+0.05
NOC Northrop Grumman Corp.	Add +12.5%	0.20%	+0.04
BMY Bristol-Myers Squibb Co.	Add +0.7%	0.39%	+0.04
ADP Automatic Data Processing	Add +0.2%	0.47%	+0.04
LIN Linde PLC	Add +0.8%	0.26%	+0.04
KLAC KLA Corp.	Add +4.5%	0.25%	+0.04
MSI Motorola Solutions Inc.	Add +6.5%	0.80%	+0.04
MRSH Marsh & McLennan Cos	Add +0.4%	0.20%	+0.03
MDLZ Mondelez International Inc. Class A	Add +0.6%	0.20%	+0.03
SO The Southern Co.	Add +0.6%	0.22%	+0.03
HEI.A Heico Corp. Class A	Add +1.2%	0.18%	+0.03
AZN Astrazeneca PLC-Spons ADR	Add +0.3%	0.19%	+0.03
JCI Johnson Controls Internation	Add +9.2%	0.18%	+0.02
SON Sonoco Products Co.	Add +0.0%	8.42%	+0.02
BDX Becton Dickinson and Co.	Add +5.3%	0.20%	+0.02
QCOM Qualcomm Inc.	Add +0.8%	0.32%	+0.01
TJX TJX Companies Inc.	Add +1.1%	0.22%	+0.01
CPRT Copart Inc.	Add +0.3%	0.19%	+0.00

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