Meadow Creek Wealth Advisors LLC
CIK:0001801107
Investment Adviser
$668M AUM
142 holdings
Atlanta, GA, United States
Meadow Creek Wealth Advisors provides sophisticated wealth management services tailored to individuals, families, business owners, and corporate executives.
Investment Strategy
Portfolio management for individuals and institutions with financial planning, estate planning, and investment strategies.
Top Buys
N
NVDANVIDIA CORPORATION+$2.2M
A
AVGOBROADCOM INCORPORATED+$2.1M
M
MSFTMICROSOFT CORPORATION+$1.7M
L
LLYELI LILLY & COMPANY+$1.7M
I
IVVISHARES TR CORE S&P500 ETF+$1.3M
Top Sells
S
SONSONOCO PRODUCTS COMPANY-$879.5K
U
UNHUNITEDHEALTH GROUP INCORPORATED-$622.1K
I
IWMISHARES TR RUSSELL 2000 ETF-$386.6K
A
AAPLAPPLE INCORPORATED-$358.5K
C
CMECME GROUP INCORPORATED-$311.1K
Top Holdings
I
IVVISHARES TR CORE S&P500 ETF+8.6%$12.8M
S
SONSONOCO PRODUCTS COMPANY+7.0%$10.4M
K
KOCOCA COLA COMPANY+6.9%$10.2M
N
NVDANVIDIA CORPORATION+4.4%$6.5M
M
MSFTMICROSOFT CORPORATION+4.1%$6.1M
Equity Positions (141)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR CORE S&P500 ETF | 8.62% | $12.8M | 20,568 | $526.24 | $620.90 | +$1.3M |
S SON | SONOCO PRODUCTS COMPANY | 7.03% | $10.4M | 238,986 | $48.85 | $43.56 | -$879.5K |
K KO | COCA COLA COMPANY | 6.88% | $10.2M | 143,967 | $59.28 | $70.75 | -$87.7K |
N NVDA | NVIDIA CORPORATION | 4.37% | $6.5M | 40,956 | $60.76 | $157.99 | +$2.2M |
M MSFT | MICROSOFT CORPORATION | 4.13% | $6.1M | 12,306 | $389.66 | $497.41 | +$1.7M |
Industry Allocation
SEMICONDUCTORS & RELATED DEVICES
+8.4%
BEVERAGES
+7.1%
PAPERBOARD CONTAINERS & BOXES
+7.0%
SERVICES-PREPACKAGED SOFTWARE
+5.9%
PHARMACEUTICAL PREPARATIONS
+5.2%