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:

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UNITED PARCEL SERVICE INC

UPS|911312106

Shares:—

Value:$234.7K

% of Portfolio:0.2% ($234.7K/$134.0M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:—

Value:$231.9K

% of Portfolio:0.2% ($231.9K/$134.0M)

Accenture plc

ACN|G1151C101

Shares:—

Value:$227.2K

% of Portfolio:0.2% ($227.2K/$134.0M)

CHARTER COMMUNICATIONS, INC. /MO/

CHTR|16119P108

Shares:—

Value:$223.7K

% of Portfolio:0.2% ($223.7K/$134.0M)

LOWES COMPANIES INC

LOW|548661107

Shares:—

Value:$219.9K

% of Portfolio:0.2% ($219.9K/$134.0M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:—

Value:$217.5K

% of Portfolio:0.2% ($217.5K/$134.0M)

Nuveen Municipal Credit Income Fund

NZF|67070X101

Shares:—

Value:$213.1K

% of Portfolio:0.2% ($213.1K/$134.0M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:—

Value:$204.7K

% of Portfolio:0.2% ($204.7K/$134.0M)

REGIONS FINANCIAL CORP

RF|7591EP100

Shares:—

Value:$203.7K

% of Portfolio:0.2% ($203.7K/$134.0M)

BLACKROCK INCOME TRUST, INC.

BKT|09247F209

Shares:—

Value:$202.6K

% of Portfolio:0.2% ($202.6K/$134.0M)

COSTAR GROUP, INC.

CSGP|22160N109

Shares:—

Value:$201.8K

% of Portfolio:0.2% ($201.8K/$134.0M)

33733E732

Shares:—

Value:$177.9K

% of Portfolio:0.1% ($177.9K/$134.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNITED PARCEL SERVICE INC(UPScusip911312106)	—	QoQ - YoY -	All Managers (Combined)	$234.7K	0.2% ($234.7K/$134.0M)	QoQ -3.30% (-$8.0K) YoY -35.33% (-$128.2K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	—	QoQ - YoY -	All Managers (Combined)	$231.9K	0.2% ($231.9K/$134.0M)	QoQ +2.72% (+$6.1K) YoY -6.89% (-$17.2K)
Accenture plc(ACNcusipG1151C101)	—	QoQ - YoY -	All Managers (Combined)	$227.2K	0.2% ($227.2K/$134.0M)	QoQ -10.18% (-$25.8K) YoY -8.33% (-$20.7K)
CHARTER COMMUNICATIONS, INC. /MO/(CHTRcusip16119P108)	—	QoQ - YoY NEW	All Managers (Combined)	$223.7K	0.2% ($223.7K/$134.0M)	QoQ +7.51% (+$15.6K) YoY NEW(+$223.7K)
LOWES COMPANIES INC(LOWcusip548661107)	—	QoQ - YoY -	All Managers (Combined)	$219.9K	0.2% ($219.9K/$134.0M)	QoQ -5.49% (-$12.8K) YoY -14.51% (-$37.3K)
GENERAL DYNAMICS CORP(GDcusip369550108)	—	QoQ NEW YoY NEW	All Managers (Combined)	$217.5K	0.2% ($217.5K/$134.0M)	QoQ NEW(+$217.5K) YoY NEW(+$217.5K)
Nuveen Municipal Credit Income Fund(NZFcusip67070X101)	—	QoQ - YoY -	All Managers (Combined)	$213.1K	0.2% ($213.1K/$134.0M)	QoQ +0.49% (+$1.0K) YoY -0.08% (-$174)
WASTE MANAGEMENT INC(WMcusip94106L109)	—	QoQ NEW YoY NEW	All Managers (Combined)	$204.7K	0.2% ($204.7K/$134.0M)	QoQ NEW(+$204.7K) YoY NEW(+$204.7K)
REGIONS FINANCIAL CORP(RFcusip7591EP100)	—	QoQ - YoY NEW	All Managers (Combined)	$203.7K	0.2% ($203.7K/$134.0M)	QoQ -7.61% (-$16.8K) YoY NEW(+$203.7K)
BLACKROCK INCOME TRUST, INC.(BKTcusip09247F209)	—	QoQ - YoY -	All Managers (Combined)	$202.6K	0.2% ($202.6K/$134.0M)	QoQ +2.86% (+$5.6K) YoY -0.42% (-$855)
COSTAR GROUP, INC.(CSGPcusip22160N109)	—	QoQ NEW YoY -	All Managers (Combined)	$201.8K	0.2% ($201.8K/$134.0M)	QoQ NEW(+$201.8K) YoY -23.78% (-$63.0K)
(cusip33733E732)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$177.9K	0.1% ($177.9K/$134.0M)	QoQ NEW(+$177.9K) YoY NEW(+$177.9K)