Meadow-Creek-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "RF",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "ALL",
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  null,
  null,
  "BKT",
  "FITB",
  "GD",
  "GIS",
  "HLT",
  "HON",
  "HD",
  "AZN",
  null,
  "MCD",
  "INTU",
  "UNP",
  "QCOM",
  "HEI-A",
  "EMR",
  null,
  "ICE",
  "META",
  "IJH",
  null,
  null,
  "LIN",
  "MPC",
  "MMC",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "EQIX",
  "PAI",
  "ORLY",
  "KKR",
  "KLAC",
  "ORCL",
  "NOC",
  "PEP",
  "PGR",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "SPGI",
  "NOW",
  "SHW",
  "ROP",
  "RTX",
  "AMT",
  "IBM",
  "SBUX",
  "TGT",
  "TJX",
  "TDG",
  "UPS",
  null,
  "BN.TO",
  "WM",
  "AMZN",
  "MSI",
  null,
  "HCA",
  null,
  "VLO",
  "VOO",
  "V",
  "WMT",
  "WFC",
  "SCHD",
  "JCI",
  "NXPI",
  "NZF",
  "SO",
  "SON",
  "CRM",
  "SPOT",
  "MCK",
  "ADP",
  "AZO",
  "BAC",
  "BRK-B",
  "BDX",
  "BMY",
  "CVX",
  "CHTR",
  "CB",
  "CSCO",
  "CME",
  "KO",
  "CMCSA",
  "COP",
  "CPRT",
  "COST",
  "CSGP",
  "DHR",
  "RSP",
  "ADI",
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 132
Total Value: 134025244
Accession Number: 0001062993-25-008102
Form Type: 13F-HR
CIK: meadow-creek-wealth-advisors
Manager Name: Meadow-Creek-Wealth-Advisors

Data Enrichment

92% identified

122 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

132 positions • $134.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:—

Value:$359.0K

% of Portfolio:0.3% ($359.0K/$134.0M)

464287226

Shares:—

Value:$356.6K

% of Portfolio:0.3% ($356.6K/$134.0M)

464287242

Shares:—

Value:$354.5K

% of Portfolio:0.3% ($354.5K/$134.0M)

BROOKFIELD Corp /ON/

BN.TO|11271J107

Shares:—

Value:$353.6K

% of Portfolio:0.3% ($353.6K/$134.0M)

S&P Global Inc.

SPGI|78409V104

Shares:—

Value:$351.1K

% of Portfolio:0.3% ($351.1K/$134.0M)

LINDE PLC

LIN|G54950103

Shares:—

Value:$346.2K

% of Portfolio:0.3% ($346.2K/$134.0M)

PFIZER INC

PFE|717081103

Shares:—

Value:$343.7K

% of Portfolio:0.3% ($343.7K/$134.0M)

KLA CORP

KLAC|482480100

Shares:—

Value:$331.7K

% of Portfolio:0.2% ($331.7K/$134.0M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:—

Value:$330.7K

% of Portfolio:0.2% ($330.7K/$134.0M)

Tesla, Inc.

TSLA|88160R101

Shares:—

Value:$327.8K

% of Portfolio:0.2% ($327.8K/$134.0M)

NXP Semiconductors N.V.

NXPI|N6596X109

Shares:—

Value:$327.7K

% of Portfolio:0.2% ($327.7K/$134.0M)

ANALOG DEVICES INC

ADI|032654105

Shares:—

Value:$327.5K

% of Portfolio:0.2% ($327.5K/$134.0M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:—

Value:$325.6K

% of Portfolio:0.2% ($325.6K/$134.0M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:—

Value:$324.3K

% of Portfolio:0.2% ($324.3K/$134.0M)

464289511

Shares:—

Value:$323.2K

% of Portfolio:0.2% ($323.2K/$134.0M)

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:—

Value:$322.6K

% of Portfolio:0.2% ($322.6K/$134.0M)

MORGAN STANLEY

MS|617446448

Shares:—

Value:$318.5K

% of Portfolio:0.2% ($318.5K/$134.0M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:—

Value:$298.7K

% of Portfolio:0.2% ($298.7K/$134.0M)

ADOBE INC.

ADBE|00724F101

Shares:—

Value:$295.3K

% of Portfolio:0.2% ($295.3K/$134.0M)

SOUTHERN CO

SO|842587107

Shares:—

Value:$290.4K

% of Portfolio:0.2% ($290.4K/$134.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	—	QoQ - YoY -	All Managers (Combined)	$359.0K	0.3% ($359.0K/$134.0M)	QoQ +33.31% (+$89.7K) YoY -46.81% (-$316.0K)
(cusip464287226)✕	—	QoQ - YoY -	All Managers (Combined)	$356.6K	0.3% ($356.6K/$134.0M)	QoQ +2.08% (+$7.3K) YoY +0.72% (+$2.6K)
(cusip464287242)✕	—	QoQ - YoY -	All Managers (Combined)	$354.5K	0.3% ($354.5K/$134.0M)	QoQ +1.20% (+$4.2K) YoY -1.77% (-$6.4K)
BROOKFIELD Corp /ON/(BN.TOcusip11271J107)	—	QoQ - YoY -	All Managers (Combined)	$353.6K	0.3% ($353.6K/$134.0M)	QoQ -8.90% (-$34.6K) YoY -2.84% (-$10.4K)
S&P Global Inc.(SPGIcusip78409V104)	—	QoQ - YoY -	All Managers (Combined)	$351.1K	0.3% ($351.1K/$134.0M)	QoQ +1.58% (+$5.5K) YoY +4.83% (+$16.2K)
LINDE PLC(LINcusipG54950103)	—	QoQ - YoY -	All Managers (Combined)	$346.2K	0.3% ($346.2K/$134.0M)	QoQ +12.12% (+$37.4K) YoY +34.46% (+$88.7K)
PFIZER INC(PFEcusip717081103)	—	QoQ - YoY -	All Managers (Combined)	$343.7K	0.3% ($343.7K/$134.0M)	QoQ -8.01% (-$29.9K) YoY -16.47% (-$67.8K)
KLA CORP(KLACcusip482480100)	—	QoQ - YoY -	All Managers (Combined)	$331.7K	0.2% ($331.7K/$134.0M)	QoQ +12.73% (+$37.5K) YoY +7.68% (+$23.7K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	—	QoQ - YoY -	All Managers (Combined)	$330.7K	0.2% ($330.7K/$134.0M)	QoQ +39.90% (+$94.3K) YoY -12.75% (-$48.4K)
Tesla, Inc.(TSLAcusip88160R101)	—	QoQ - YoY NEW	All Managers (Combined)	$327.8K	0.2% ($327.8K/$134.0M)	QoQ -31.49% (-$150.7K) YoY NEW(+$327.8K)
NXP Semiconductors N.V.(NXPIcusipN6596X109)	—	QoQ - YoY -	All Managers (Combined)	$327.7K	0.2% ($327.7K/$134.0M)	QoQ -8.55% (-$30.7K) YoY -23.29% (-$99.5K)
ANALOG DEVICES INC(ADIcusip032654105)	—	QoQ - YoY NEW	All Managers (Combined)	$327.5K	0.2% ($327.5K/$134.0M)	QoQ -2.37% (-$8.0K) YoY NEW(+$327.5K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	—	QoQ - YoY -	All Managers (Combined)	$325.6K	0.2% ($325.6K/$134.0M)	QoQ -12.65% (-$47.2K) YoY -80.78% (-$1.4M)
LOCKHEED MARTIN CORP(LMTcusip539830109)	—	QoQ - YoY -	All Managers (Combined)	$324.3K	0.2% ($324.3K/$134.0M)	QoQ -24.92% (-$107.7K) YoY -5.69% (-$19.6K)
(cusip464289511)✕	—	QoQ - YoY -	All Managers (Combined)	$323.2K	0.2% ($323.2K/$134.0M)	QoQ +1.05% (+$3.4K) YoY -4.12% (-$13.9K)
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	—	QoQ - YoY -	All Managers (Combined)	$322.6K	0.2% ($322.6K/$134.0M)	QoQ +6.64% (+$20.1K) YoY -0.19% (-$640)
MORGAN STANLEY(MScusip617446448)	—	QoQ - YoY NEW	All Managers (Combined)	$318.5K	0.2% ($318.5K/$134.0M)	QoQ -1.68% (-$5.5K) YoY NEW(+$318.5K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	—	QoQ - YoY NEW	All Managers (Combined)	$298.7K	0.2% ($298.7K/$134.0M)	QoQ +1.89% (+$5.6K) YoY NEW(+$298.7K)
ADOBE INC.(ADBEcusip00724F101)	—	QoQ - YoY -	All Managers (Combined)	$295.3K	0.2% ($295.3K/$134.0M)	QoQ -12.96% (-$44.0K) YoY -46.98% (-$261.8K)
SOUTHERN CO(SOcusip842587107)	—	QoQ - YoY -	All Managers (Combined)	$290.4K	0.2% ($290.4K/$134.0M)	QoQ +12.37% (+$32.0K) YoY +42.72% (+$86.9K)