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Home > Institutional Investor > Meadow Creek Wealth Advisors Llc > Profile

Instuitional Investor - Meadow Creek Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Meadow Creek Wealth Advisors Llc
Portfolio Value $102,779,383
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Coca Cola Co
 KO 436,045 $25,696,132 25%
2.
Ishares Trust
 IEF 9,619 $4,594,323 4.47%
3.
Microsoft Corp
 MSFT 10,630 $3,997,260 3.88%
4.
Apple Inc.
 AAPL 17,677 $3,403,342 3.31%
5.
Home Depot Inc.
 HD 9,768 $3,385,200 3.29%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)