Portfolio (Quarterly)
Guide ↗
Meadow Creek Wealth Advisors LLC
· CIK 0001801107| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | ASTRAZENECA PLC SPONSORED ADR | — | 4,551 | $418K | 0.27% | SOLD |
| 2 | CTAS | CINTAS CORPORATION | Industrials | 2,120 | $399K | 0.26% | SOLD |
| 3 | CMI | CUMMINS INCORPORATED | Industrials | 517 | $264K | 0.17% | SOLD |
| 4 | — | HEICO CORPORATION NEW CLASS A | — | 997 | $252K | 0.16% | SOLD |
| 5 | PLTR | PALANTIR TECHNOLOGIES INCORPORATED CLASS A | Technology | 1,364 | $242K | 0.15% | SOLD |
| 6 | ADBE | ADOBE INCORPORATED | Technology | 682 | $239K | 0.15% | SOLD |
| 7 | HLT | HILTON WORLDWIDE HLDGS INCORPORATED | Consumer Cyclical | 823 | $236K | 0.15% | SOLD |
| 8 | KKR | KKR & COMPANY INCORPORATED | Financial Services | 1,837 | $234K | 0.15% | SOLD |
| 9 | — | IQVIA HLDGS INCORPORATED | — | 1,017 | $229K | 0.15% | SOLD |
| 10 | SHOP | SHOPIFY INCORPORATED CLASS A SUB VTG SHS | Technology | 1,368 | $220K | 0.14% | SOLD |
| 11 | DFAS | DIMENSIONAL U.S. SMALL CAP ETF | — | 3,000 | $209K | 0.13% | SOLD |
| 12 | LPLA | LPL FINL HLDGS INCORPORATED | Financial Services | 568 | $203K | 0.13% | SOLD |
| 13 | VMC | VULCAN MATLS COMPANY | Basic Materials | 711 | $203K | 0.13% | SOLD |
Sector Allocation
Technology
23.6%
Consumer Cyclical
17.2%
Consumer Defensive
15.0%
Financial Services
12.9%
Healthcare
9.3%
Industrials
8.0%
Communication Services
7.4%
Energy
4.2%
Basic Materials
0.8%
Real Estate
0.8%