Meadow Creek Wealth Advisors LLC
CIK 1801107 · SEC EDGAR पर देखें ↗
- पोर्टफोलियो मूल्य
- $163.8M
- पोजीशन
- 139
- तिथि अनुसार
- 30 जून 2026
13F मूल्य के अनुसार 9443 में से #7113 · शीर्ष 75.3%
पोर्टफोलियो मूल्य QoQ: +6.0% 13F नकद का खुलासा नहीं करता है
- शीर्ष 10 होल्डिंग्स का भार
- 45.32%
- शीर्ष 25 होल्डिंग्स का भार
- 64.45%
- 1% से ऊपर की स्थितियाँ
- 23
- स्थितियों की प्रभावी संख्या
- 30.6
केवल 13F लॉन्ग-इक्विटी होल्डिंग्स पर आधारित (नकद, बॉन्ड, शॉर्ट्स का खुलासा नहीं किया गया है)
टर्नओवर Q2 2026: 8.21% अनुमानित। खरीदें $13072816 · बेचें $17076244
औसत होल्डिंग: 7.0 तिमाहियां ट्रैक किया गया Q4 2024–Q2 2026 · 74.3% अभी भी रखा गया
- नई स्थितियाँ
- 19
- बढ़ाया
- 34
- घटा हुआ
- 83
- बंद
- 15
इस पृष्ठ पर
- क्षेत्रवार विवरण पोर्टफोलियो विभिन्न बाजार क्षेत्रों में कैसे विभाजित है।
- पोर्टफोलियो इस संस्था द्वारा रिपोर्ट की गई हर स्टॉक होल्डिंग, उसके नवीनतम 13F से।
- उच्च-विश्वास दांव जिन होल्डिंग्स में यह प्रबंधक सबसे अधिक केंद्रित है।
- सबसे बड़े नए दांव नवीनतम तिमाही में खोले गए बिल्कुल नए पद।
- शीर्ष चालें इस तिमाही में सबसे बड़ी स्थिति वृद्धि और कमी।
- बाहर निकली पोजीशन पिछले तिमाही में प्रबंधक द्वारा पूरी तरह से बेचे गए पद।
क्षेत्रवार विवरण
Technology
17.8%
Packaging
8.2%
Consumer Staples
7.6%
Industrials
6.7%
Healthcare
5.9%
Retail
5.5%
Financials
5.2%
Communication Services
3.9%
Financial Services
3.1%
Energy
2.4%
Communications
1.8%
Consumer Discretionary
1.2%
Consumer products
0.7%
Materials
0.6%
Telecommunication
0.5%
Real Estate
0.5%
Utilities
0.5%
अन्य/अनमैप्ड
27.9%
पूर्ण पोर्टफोलियो 139 पोजीशन
| प्रकार | लगातार | 8 तिमाही का रुझान | |||||
|---|---|---|---|---|---|---|---|
| IVV | $17217610 | 10.51% | 22991 | $2296992 | ऊपर ×1 | ||
| SON Sonoco Products Company Common Stock | $13464044 | 8.22% | 238936 | $537291 | नीचे ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $11625917 | 7.10% | 143053 | $747725 | ऊपर ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $5956120 | 3.64% | 29767 | $-416666 | नीचे ×4 | ||
| AAPL Apple Inc. - Common Stock | $5683882 | 3.47% | 19643 | $-42113 | नीचे ×1 | ||
| RDVI | $5337019 | 3.26% | 181531 | $902432 | ऊपर ×3 | ||
| AVGO Broadcom Inc. - Common Stock | $4993100 | 3.05% | 13218 | $435256 | नीचे ×4 | ||
| PREF | $3353435 | 2.05% | 175941 | $547787 | ऊपर ×6 | ||
| JPM JP Morgan Chase & Co. Common Stock | $3315960 | 2.02% | 10130 | $-54916 | नीचे ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $3288872 | 2.01% | 8817 | $-848103 | नीचे ×3 | ||
| AVUV | $3122300 | 1.91% | 25026 | $445335 | ऊपर ×3 | ||
| WMT Walmart Inc. - Common Stock | $2883294 | 1.76% | 25457 | $-359084 | नीचे ×4 | ||
| RSP | $2839628 | 1.73% | 13346 | $136435 | नीचे ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2331978 | 1.42% | 6600 | $539677 | ऊपर ×3 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2325049 | 1.42% | 6506 | $-262703 | नीचे ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2199878 | 1.34% | 9230 | $-361218 | नीचे ×1 | ||
| JNJ Johnson & Johnson Common Stock | $2039379 | 1.25% | 8030 | $53793 | नीचे ×1 | ||
| VTI | $2034110 | 1.24% | 5497 | ऊपर ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $1834390 | 1.12% | 5201 | $66512 | नीचे ×6 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $1783124 | 1.09% | 4185 | $278922 | नीचे ×5 | ||
| LLY Eli Lilly and Company Common Stock | $1701991 | 1.04% | 1419 | $325095 | नीचे ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $1697767 | 1.04% | 14454 | $494579 | नीचे ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $1675088 | 1.02% | 1573 | $676868 | ऊपर ×1 | ||
| CB Chubb Limited Common Stock | $1475904 | 0.90% | 4331 | $60564 | नीचे ×3 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1386515 | 0.85% | 10790 | $-102555 | नीचे ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $1333567 | 0.81% | 9754 | $-430218 | नीचे ×4 | ||
| BAC Bank of America Corporation Common Stock | $1306551 | 0.80% | 22930 | $120268 | नीचे ×2 | ||
| IAU | $1272041 | 0.78% | 16846 | ऊपर ×1 | |||
| KLAC KLA Corporation - Common Stock | $1267182 | 0.77% | 4200 | $585456 | ऊपर ×1 | ||
| WCMI | $1266022 | 0.77% | 64692 | $374344 | ऊपर ×5 | ||
| FTLS | $1228106 | 0.75% | 16641 | $95099 | ऊपर ×6 | ||
| ABBV AbbVie Inc. Common Stock | $1226493 | 0.75% | 4874 | $1589 | नीचे ×3 | ||
| V Visa Inc. | $1185780 | 0.72% | 3456 | $-146245 | नीचे ×5 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1127143 | 0.69% | 2001 | $-575516 | नीचे ×1 | ||
| VOO | $1124995 | 0.69% | 1638 | $698942 | ऊपर ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $1081030 | 0.66% | 7372 | $-199431 | नीचे ×1 | ||
| MSI Motorola Solutions, Inc. Common Stock | $1069645 | 0.65% | 2576 | $-54623 | नीचे ×1 | ||
| MCD McDonald's Corporation Common Stock | $1040694 | 0.64% | 3850 | $-139686 | ऊपर ×3 | ||
| IJH | $1019626 | 0.62% | 13223 | $225608 | ऊपर ×4 | ||
| COST Costco Wholesale Corporation - Common Stock | $1018193 | 0.62% | 1088 | $-314462 | नीचे ×3 | ||
| CVX Chevron Corporation Common Stock | $972017 | 0.59% | 5864 | $-175244 | ऊपर ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $929926 | 0.57% | 2146 | $466925 | नीचे ×1 | ||
| RTX RTX Corporation Common Stock | $922088 | 0.56% | 4860 | $15458 | ऊपर ×3 | ||
| MPC Marathon Petroleum Corporation Common Stock | $914020 | 0.56% | 3575 | $-69537 | नीचे ×3 | ||
| UNP Union Pacific Corporation Common Stock | $908954 | 0.55% | 3342 | $86049 | नीचे ×1 | ||
| ADI Analog Devices, Inc. - Common Stock | $876554 | 0.54% | 2207 | $115881 | नीचे ×1 | ||
| TDG Transdigm Group Incorporated Common Stock | $806700 | 0.49% | 606 | $513 | नीचे ×3 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $794918 | 0.49% | 1913 | $161856 | नीचे ×3 | ||
| MU Micron Technology, Inc. - Common Stock | $782609 | 0.48% | 678 | ऊपर ×1 | |||
| FELC | $777933 | 0.47% | 18562 | $148213 | ऊपर ×1 | ||
| EMR Emerson Electric Company Common Stock | $682826 | 0.42% | 4770 | $-96219 | नीचे ×1 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $613523 | 0.37% | 2093 | $20445 | ऊपर ×1 | ||
| AMGN Amgen Inc. - Common Stock | $609086 | 0.37% | 1682 | $-137540 | नीचे ×1 | ||
| ALL Allstate Corporation (The) Common Stock | $598895 | 0.37% | 2517 | $25393 | नीचे ×4 | ||
| FITB Fifth Third Bancorp - Common Stock | $592787 | 0.36% | 10516 | $100357 | नीचे ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $584395 | 0.36% | 1006 | ऊपर ×1 | |||
| MS Morgan Stanley Common Stock | $567962 | 0.35% | 2717 | $113420 | नीचे ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $552422 | 0.34% | 7737 | $-321774 | नीचे ×2 | ||
| VZ Verizon Communications Inc. Common Stock | $552384 | 0.34% | 13046 | $-76540 | ऊपर ×1 | ||
| EQIX Equinix, Inc. - Common Stock | $508686 | 0.31% | 488 | $-2999 | नीचे ×1 | ||
| SPY SPY | $504417 | 0.31% | 675 | $65823 | ऊपर ×6 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $499672 | 0.31% | 2704 | $194850 | ऊपर ×1 | ||
| TGT Target Corporation Common Stock | $491747 | 0.30% | 3765 | $44398 | ऊपर ×2 | ||
| TXN Texas Instruments Incorporated - Common Stock | $486450 | 0.30% | 1632 | $196987 | ऊपर ×1 | ||
| MA Mastercard Incorporated Common Stock | $484237 | 0.30% | 943 | $-240184 | नीचे ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $484111 | 0.30% | 1151 | $-46376 | नीचे ×2 | ||
| AZN AstraZeneca PLC - American Depositary Shares | $472343 | 0.29% | 2491 | $-4141 | ऊपर ×1 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $465368 | 0.28% | 2078 | $96190 | ऊपर ×1 | ||
| SNOW Snowflake Inc. Common Stock | $457082 | 0.28% | 1796 | ऊपर ×1 | |||
| GEV GE Vernova Inc. Common Stock | $455846 | 0.28% | 388 | $103194 | नीचे ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $455124 | 0.28% | 953 | $-8205 | नीचे ×1 | ||
| PM Philip Morris International Inc Common Stock | $450466 | 0.28% | 2490 | $8843 | नीचे ×1 | ||
| IBM International Business Machines Corporation Common Stock | $447405 | 0.27% | 1591 | $-91913 | नीचे ×2 | ||
| JCI Johnson Controls International plc Ordinary Share | $442713 | 0.27% | 3030 | $44887 | नीचे ×3 | ||
| LMT Lockheed Martin Corporation Common Stock | $430494 | 0.26% | 845 | $-7084 | ऊपर ×2 | ||
| CME CME Group Inc. - Class A Common Stock | $409887 | 0.25% | 1856 | $-125913 | ऊपर ×2 | ||
| VLO Valero Energy Corporation Common Stock | $408891 | 0.25% | 1570 | $-137650 | नीचे ×1 | ||
| FDL | $407090 | 0.25% | 8366 | $792 | ऊपर ×2 | ||
| AXP American Express Company Common Stock | $404209 | 0.25% | 1195 | $-191979 | नीचे ×2 | ||
| SBUX Starbucks Corporation - Common Stock | $403037 | 0.25% | 3944 | $-91948 | नीचे ×1 | ||
| CRM Salesforce, Inc. Common Stock | $400736 | 0.24% | 2558 | $-170101 | नीचे ×2 | ||
| PH Parker-Hannifin Corporation Common Stock | $400051 | 0.24% | 409 | $16888 | नीचे ×1 | ||
| NZF Nuveen Municipal Credit Income Fund | $389999 | 0.24% | 30757 | $207433 | ऊपर ×1 | ||
| LIN Linde plc - Ordinary Shares | $383761 | 0.23% | 740 | $-9629 | नीचे ×1 | ||
| SNDK Sandisk Corporation - Common Stock | $372892 | 0.23% | 164 | ऊपर ×1 | |||
| FELG | $368594 | 0.23% | 8425 | $152314 | ऊपर ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $367745 | 0.22% | 2427 | $-40985 | नीचे ×1 | ||
| SO Southern Company (The) Common Stock | $364942 | 0.22% | 3813 | $-11389 | नीचे ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $364392 | 0.22% | 504 | ऊपर ×1 | |||
| GE GE Aerospace Common Stock | $353922 | 0.22% | 947 | $147621 | ऊपर ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $352040 | 0.21% | 2600 | $-42552 | ऊपर ×2 | ||
| NXPI NXP Semiconductors N.V. - Common Stock | $350725 | 0.21% | 1248 | $80239 | नीचे ×5 | ||
| MDT Medtronic plc. Ordinary Shares | $348358 | 0.21% | 4453 | $-138473 | नीचे ×3 | ||
| BK The Bank of New York Mellon Corporation Common Stock | $347932 | 0.21% | 2406 | $46968 | नीचे ×1 | ||
| USIG iShares Broad USD Investment Grade Corporate Bond ETF | $327897 | 0.20% | 6393 | $-3100 | नीचे ×3 | ||
| QLTA | $323469 | 0.20% | 6807 | $-4093 | नीचे ×3 | ||
| BN Brookfield Corporation Class A Limited Voting Shares | $322638 | 0.20% | 7575 | $-94545 | नीचे ×1 | ||
| LQD | $317830 | 0.19% | 2914 | $-3037 | नीचे ×3 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $317570 | 0.19% | 314 | $-251781 | नीचे ×1 | ||
| WFC Wells Fargo & Company Common Stock | $317172 | 0.19% | 3838 | $7011 | नीचे ×2 | ||
| कोई मिलान नहीं | |||||||
कन्विकशन होल्डिंग्स
3+ लगातार तिमाहियों के लिए स्थितियाँ बढ़ाई गईं।
शेयर गणना 13F फाइलिंग में रिपोर्ट की गई है (स्प्लिट-एडजस्टेड नहीं)
| सुरक्षा | मूल्य | % पोर्टफोलियो का | लगातार |
|---|---|---|---|
| RDVI | $5337019 | 3.26% | 3 गुना ऊपर |
| PREF | $3353435 | 2.05% | 6 गुना ऊपर |
| AVUV | $3122300 | 1.91% | 3 गुना ऊपर |
| GOOG | $2331978 | 1.42% | 3 गुना ऊपर |
| WCMI | $1266022 | 0.77% | 5 गुना ऊपर |
| FTLS | $1228106 | 0.75% | 6 गुना ऊपर |
| MCD | $1040694 | 0.64% | 3 गुना ऊपर |
| IJH | $1019626 | 0.62% | 4 गुना ऊपर |
| RTX | $922088 | 0.56% | 3 गुना ऊपर |
| SPY | $504417 | 0.31% | 6 गुना ऊपर |
सबसे बड़े नए दांव
इस तिमाही में खोले गए नए पद, सबसे बड़े पहले।
| सुरक्षा | मूल्य | शेयर | % पोर्टफोलियो का |
|---|---|---|---|
| VTI | $2034110 | 5497 | 1.24% |
| IAU | $1272041 | 16846 | 0.78% |
| MU | $782609 | 678 | 0.48% |
| AMD | $584395 | 1006 | 0.36% |
| SNOW | $457082 | 1796 | 0.28% |
| SNDK | $372892 | 164 | 0.23% |
| AMAT | $364392 | 504 | 0.22% |
| WDC | $300198 | 470 | 0.18% |
| CSX | $290361 | 6109 | 0.18% |
| CMI | $269593 | 378 | 0.16% |
| CIEN | $257053 | 524 | 0.16% |
| DELL | $238597 | 553 | 0.15% |
| GLW | $237294 | 929 | 0.14% |
| HEIA | $219739 | 852 | 0.13% |
| DFAS | $214578 | 2606 | 0.13% |
शीर्ष मूवर्स (तिमाही-दर-तिमाही)
बाहर निकली पोजीशन
कॉर्पोरेट घटनाओं (विलय, डिलिस्टिंग) को शामिल करता है — सभी निकास बिक्री नहीं हैं
बंद पोजीशन 13F रिपोर्टिंग परिवर्तनों को दर्शाती हैं; इंडेक्स प्रबंधकों के लिए ये अक्सर यांत्रिक (डीलिस्टिंग, एम एंड ए, इंडेक्स रीबैलेंसिंग) होते हैं, न कि सक्रिय निर्णय।
| सुरक्षा | Quarter | शेयर पहले | मूल्य पहले | निकास के बाद से मूल्य |
|---|---|---|---|---|
| JEPI | 30 सितमबर 2025 | 79285 | $4507367 | अब ट्रैक नहीं किया जा रहा है |
| HON | 30 जून 2026 | 2447 | $553095 | -1.9% |
| VOO | 31 दिसमबर 2025 | 713 | $433069 | अब ट्रैक नहीं किया जा रहा है |
| ABT | 30 जून 2026 | 4141 | $425126 | 26.1% |
| EQR | 30 सितमबर 2025 | 6056 | $408719 | -1.7% |
| CTAS | 31 मार्च 2026 | 2120 | $398708 | 19.9% |
| IWM | 30 जून 2025 | 1938 | $386612 | अब ट्रैक नहीं किया जा रहा है |
| PGR | 30 सितमबर 2025 | 1339 | $357363 | -10.9% |
| HCA | 30 जून 2026 | 735 | $347831 | 6.6% |
| SPOT | 30 सितमबर 2025 | 453 | $347605 | -24.5% |
| SCHD | 30 सितमबर 2025 | 12952 | $343228 | अब ट्रैक नहीं किया जा रहा है |
| MCK | 30 जून 2026 | 395 | $341817 | 13.4% |
| CMCSA | 30 जून 2026 | 11513 | $330543 | 7.8% |
| ORCL | 30 जून 2026 | 2229 | $327908 | -0.1% |
| PYPL | 31 मार्च 2025 | 3686 | $314600 | -4.7% |
| DIS | 30 जून 2026 | 3248 | $313042 | 11.3% |
| AZO | 30 जून 2026 | 82 | $276978 | -7.5% |
| BDX | 30 जून 2025 | 1161 | $265939 | 39.4% |
| INTU | 30 जून 2026 | 613 | $265049 | 38.2% |
| CMI | 31 मार्च 2026 | 517 | $263903 | 11.3% |
| TSM | 31 मार्च 2025 | 1331 | $262859 | 153.1% |
| ACN | 30 सितमबर 2025 | 873 | $260931 | -26.0% |
| NOW | 30 सितमबर 2025 | 245 | $251880 | -29.5% |
| HEIA | 31 मार्च 2026 | 997 | $251673 | अब ट्रैक नहीं किया जा रहा है |
| GIS | 30 जून 2025 | 4149 | $248069 | -24.1% |
| ISRG | 31 मार्च 2025 | 472 | $246365 | -24.6% |
| SCHW | 30 जून 2026 | 2593 | $243727 | 20.5% |
| PLTR | 31 मार्च 2026 | 1364 | $242451 | 18.3% |
| SCHW | 30 सितमबर 2025 | 2653 | $242096 | 16.5% |
| AMT | 30 जून 2026 | 1390 | $239870 | 8.0% |
| TT | 31 मार्च 2025 | 647 | $238969 | 35.0% |
| ADBE | 31 मार्च 2026 | 682 | $238693 | 12.3% |
| TEL | 30 जून 2026 | 1140 | $238283 | 0.6% |
| HLT | 31 मार्च 2026 | 823 | $236492 | 8.7% |
| KKR | 31 मार्च 2026 | 1837 | $234210 | 17.4% |
| IBKR | 31 मार्च 2025 | 1311 | $231614 | 123.7% |
| MELI | 30 सितमबर 2025 | 88 | $229999 | -17.1% |
| IQV | 31 मार्च 2026 | 1017 | $229242 | 50.2% |
| LOW | 30 जून 2026 | 949 | $224230 | -1.3% |
| CHTR | 30 जून 2025 | 607 | $223698 | -64.0% |
| DLR | 31 मार्च 2025 | 1246 | $220953 | 37.0% |
| SHOP | 31 मार्च 2026 | 1368 | $220207 | 22.9% |
| FICO | 31 मार्च 2025 | 110 | $219002 | -36.8% |
| DASH | 31 दिसमबर 2025 | 818 | $218136 | -3.1% |
| BX | 31 मार्च 2025 | 1262 | $217594 | 2.5% |
| SHW | 31 दिसमबर 2025 | 655 | $217106 | 7.4% |
| DE | 30 सितमबर 2025 | 426 | $216617 | 36.4% |
| MRSH | 30 सितमबर 2025 | 976 | $213393 | -5.2% |
| UPS | 30 सितमबर 2025 | 2105 | $212479 | 23.7% |
| HAL | 30 जून 2026 | 5388 | $210078 | 4.7% |
| CPRT | 30 सितमबर 2025 | 4260 | $209038 | -23.7% |
| DFAS | 31 मार्च 2026 | 3000 | $209010 | अब ट्रैक नहीं किया जा रहा है |
| WM | 30 सितमबर 2025 | 912 | $208684 | 1.4% |
| MDLZ | 31 दिसमबर 2025 | 3382 | $208331 | 19.1% |
| WM | 30 जून 2026 | 906 | $208190 | 0.5% |
| ANET | 31 मार्च 2025 | 1876 | $207354 | 143.1% |
| IQV | 31 मार्च 2025 | 1042 | $204763 | 45.3% |
| TT | 31 दिसमबर 2025 | 492 | $204633 | 16.9% |
| PYPL | 30 सितमबर 2025 | 2753 | $204603 | -7.2% |
| LPLA | 31 मार्च 2026 | 568 | $202873 | 19.2% |
| VMC | 31 मार्च 2026 | 711 | $202791 | 0.3% |
| CSGP | 30 जून 2025 | 2547 | $201799 | -60.2% |