Top 50 Meadow Creek Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR CORE S&P500 ETF | 9.66% | 22.8K | $14.9M | -0.45%(-104) | $523.18(+42.54%) | 2026-03-31 | |
| SON | SONOCO PRODUCTS COMPANY | 8.36% | 239.0K | $12.9M | +0.00%(+0) | $51.74(-3.79%) | 2026-03-31 | |
| KO | COCA COLA COMPANY | 7.04% | 143.0K | $10.9M | -0.21%(-307) | $56.20(+42.81%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.12% | 36.5K | $6.4M | -8.33%(-3.32K) | $38.09(+492.96%) | 2026-03-31 | |
| AAPL | APPLE INCORPORATED | 3.71% | 22.6K | $5.7M | +9.85%(+2.02K) | $184.91(+61.63%) | 2026-03-31 | |
| AVGO | BROADCOM INCORPORATED | 2.95% | 14.7K | $4.6M | -6.54%(-1.03K) | $73.08(+470.32%) | 2026-03-31 | |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET | 2.87% | 173.6K | $4.4M | +2.88%(+4.87K) | $25.30(+7.07%) | 2026-03-31 | |
| MSFT | MICROSOFT CORPORATION | 2.68% | 11.2K | $4.1M | -8.76%(-1.07K) | $333.82(+21.39%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & COMPANY | 2.18% | 11.5K | $3.4M | -0.67%(-77) | $166.29(+80.56%) | 2026-03-31 | |
| WMT | WALMART INCORPORATED | 2.1% | 26.1K | $3.2M | -6.08%(-1.69K) | $51.91(+153.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.23% | +16.53% |
| Top 20 Holdings Unweighted | +4.16% | +13.00% |
Sign up free to track Meadow Creek Wealth Advisors LLC, compare funds side by side, and get alerts the moment positions change.