Meadow Creek Wealth Advisors LLC
Top Portfolio Positions
115 positions ·
$118,595,135 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SON |
Sonoco Products Co
Consumer Cyclical
|
238,986 | $12,926,752 | 10.90% |
| KO |
Coca Cola Co
Consumer Defensive
|
143,040 | $10,878,192 | 9.17% |
| NVDA |
Nvidia Corp
Technology
|
36,541 | $6,372,750 | 5.37% |
| AAPL |
Apple Inc.
Technology
|
22,562 | $5,726,009 | 4.83% |
| AVGO |
Broadcom Inc.
Technology
|
14,726 | $4,557,844 | 3.84% |
| MSFT |
Microsoft Corp
Technology
|
11,176 | $4,137,019 | 3.49% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
11,459 | $3,370,779 | 2.84% |
| WMT |
Walmart Inc.
Consumer Defensive
|
26,089 | $3,242,340 | 2.73% |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,999 | $2,587,752 | 2.18% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
12,297 | $2,561,096 | 2.16% |
Portfolio Trend
Holdings in BKT
Shares Held
Position Value (USD)
10 of 10 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $164,638 | 15,576 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $171,959 | 15,576 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $192,125 | 17,093 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $200,842 | 17,093 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $202,552 | 17,093 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $196,911 | 17,093 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $212,465 | 17,093 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $203,919 | 17,093 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $203,406 | 17,093 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $208,192 | 17,093 | Shares | Sole | 2024-01-18 | |
| No quarters match your search. | ||||||