Meeder Advisory Services, Inc. Top Holdings and 13F Report (2025)

About Meeder Advisory Services, Inc.

Investment Activity

Meeder Advisory Services, Inc. has $1.60 billion in total holdings as of December 31, 2024.
Meeder Advisory Services, Inc. owns shares of 557 different stocks, but just 115 companies or ETFs make up 80% of its holdings.
Approximately 6.45% of the portfolio was purchased this quarter.
About 1.88% of the portfolio was sold this quarter.
This quarter, Meeder Advisory Services, Inc. has purchased 555 new stocks and bought additional shares in 295 stocks.
Meeder Advisory Services, Inc. sold shares of 215 stocks and completely divested from 38 stocks this quarter.

Largest Holdings

iShares National Muni Bond ETF: $84,160,589
Vanguard Tax-Exempt Bond ETF: $83,534,825
Apple: $80,925,067
NVIDIA: $67,268,220
iShares Core MSCI EAFE ETF: $64,603,578

Largest New Holdings this Quarter

09290D101 - BLACKROCK INC: $3,438,874 Holding
040413205 - ARISTA NETWORKS INC: $2,512,236 Holding
512807306 - LAM RESEARCH CORP: $2,263,019 Holding
74164M108 - Primerica: $951,327 Holding
78468R788 - SPDR Portfolio S&P 500 High Dividend ETF: $804,134 Holding

Largest Purchases this Quarter

iShares Core MSCI EAFE ETF: 135,234 shares (about $9.50M)
iShares National Muni Bond ETF: 71,813 shares (about $7.65M)
Vanguard Tax-Exempt Bond ETF: 151,852 shares (about $7.61M)
iShares Core MSCI Emerging Markets ETF: 80,415 shares (about $4.20M)
BLACKROCK INC: 3,355 shares (about $3.44M)

Largest Sales this Quarter

Vanguard FTSE Developed Markets ETF: 29,286 shares (about $1.40M)
SPDR Portfolio Emerging Markets ETF: 30,146 shares (about $1.16M)
Cincinnati Financial: 7,359 shares (about $1.06M)
SPDR Portfolio Developed World ex-US ETF: 27,634 shares (about $943.15K)
Vanguard FTSE Emerging Markets ETF: 8,901 shares (about $392.00K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MUB iShares National Muni Bond ETF	$84,160,589	$7,651,679 ▲	10.0%	789,869	5.3%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$83,534,825	$7,612,341 ▲	10.0%	1,666,364	5.2%	ETF
AAPL Apple	$80,925,067	$1,938,503 ▲	2.5%	323,157	5.1%	Computer and Technology
NVDA NVIDIA	$67,268,220	$2,815,253 ▲	4.4%	500,918	4.2%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$64,603,578	$9,504,249 ▲	17.2%	919,231	4.0%	ETF
MSFT Microsoft	$62,137,974	$1,454,597 ▲	2.4%	147,421	3.9%	Computer and Technology
IEMG iShares Core MSCI Emerging Markets ETF	$51,678,151	$4,199,270 ▲	8.8%	989,624	3.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$49,362,270	$1,400,456 ▼	-2.8%	1,032,252	3.1%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$37,693,462	$3,330,874 ▲	9.7%	729,081	2.4%	Manufacturing
AMZN Amazon.com	$37,374,405	$1,863,938 ▲	5.2%	170,356	2.3%	Retail/Wholesale
SPDW SPDR Portfolio Developed World ex-US ETF	$30,795,405	$943,149 ▼	-3.0%	902,297	1.9%	ETF
META Meta Platforms	$23,025,760	$697,342 ▲	3.1%	39,326	1.4%	Computer and Technology
SPEM SPDR Portfolio Emerging Markets ETF	$22,401,676	$1,156,702 ▼	-4.9%	583,833	1.4%	ETF
AVGO Broadcom	$21,009,490	$709,428 ▲	3.5%	90,621	1.3%	Computer and Technology
GOOGL Alphabet	$20,495,031	$746,034 ▲	3.8%	108,267	1.3%	Computer and Technology
BND Vanguard Total Bond Market ETF	$19,267,436	$739,595 ▲	4.0%	267,938	1.2%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$19,239,805	$721,741 ▲	3.9%	257,458	1.2%	ETF
TSLA Tesla	$18,564,241	$2,493,728 ▲	15.5%	45,969	1.2%	Auto/Tires/Trucks
SGOV iShares 0-3 Month Treasury Bond ETF	$18,552,856	$630,009 ▲	3.5%	184,937	1.2%	ETF
GOOG Alphabet	$18,140,952	$12,759 ▼	-0.1%	95,258	1.1%	Computer and Technology
JPM JPMorgan Chase & Co.	$16,076,435	$69,276 ▲	0.4%	67,066	1.0%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$14,628,548	$392,000 ▼	-2.6%	332,165	0.9%	ETF
BRK.B Berkshire Hathaway	$13,752,937	$449,199 ▲	3.4%	30,341	0.9%	Finance
LLY Eli Lilly and Company	$12,585,443	$417,662 ▲	3.4%	16,302	0.8%	Medical
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$11,444,775	$270,752 ▲	2.4%	142,578	0.7%	ETF
HYMB SPDR Nuveen Bloomberg High Yield Municipal Bond ETF	$10,800,822	$854,014 ▲	8.6%	422,237	0.7%	ETF
PG Procter & Gamble	$10,140,736	$2,849,358 ▲	39.1%	60,488	0.6%	Consumer Staples
XOM Exxon Mobil	$9,629,523	$49,267 ▼	-0.5%	89,519	0.6%	Energy
VYMI Vanguard International High Dividend Yield ETF	$9,414,710	$216,741 ▲	2.4%	138,696	0.6%	ETF
HD Home Depot	$9,166,928	$17,505 ▲	0.2%	23,566	0.6%	Retail/Wholesale
V Visa	$9,101,519	$541,054 ▲	6.3%	28,799	0.6%	Business Services
NFLX Netflix	$8,839,220	$629,272 ▲	7.7%	9,917	0.6%	Consumer Discretionary
UNH UnitedHealth Group	$8,646,315	$337,921 ▲	4.1%	17,092	0.5%	Medical
MA Mastercard	$8,512,290	$130,586 ▲	1.6%	16,166	0.5%	Business Services
IDV iShares International Select Dividend ETF	$7,759,622	$262,026 ▲	3.5%	283,405	0.5%	ETF
WMT Walmart	$7,690,369	$383,805 ▲	5.3%	85,118	0.5%	Retail/Wholesale
COST Costco Wholesale	$7,678,661	$228,161 ▲	3.1%	8,380	0.5%	Retail/Wholesale
ABBV AbbVie	$6,927,542	$24,523 ▼	-0.4%	38,984	0.4%	Medical
ORCL Oracle	$6,100,266	$84,987 ▲	1.4%	36,607	0.4%	Computer and Technology
CRM Salesforce	$5,739,349	$411,888 ▲	7.7%	17,167	0.4%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$5,447,856	$2,640,168 ▲	94.0%	72,033	0.3%	CL A
JNJ Johnson & Johnson	$5,402,818	$127,554 ▲	2.4%	37,359	0.3%	Medical
MCD McDonald's	$5,224,385	$181,761 ▲	3.6%	18,022	0.3%	Retail/Wholesale
BAC Bank of America	$5,145,450	$38,940 ▲	0.8%	117,075	0.3%	Finance
SCHA Schwab US Small-Cap ETF	$5,067,376	$2,688,667 ▲	113.0%	195,954	0.3%	ETF
FMHI First Trust Municipal High Income ETF	$5,012,116	$425,870 ▲	9.3%	103,792	0.3%	Manufacturing
PZA Invesco National AMT-Free Municipal Bond ETF	$4,978,428	$422,477 ▲	9.3%	210,861	0.3%	ETF
VB Vanguard Small-Cap ETF	$4,776,646	$287,382 ▼	-5.7%	19,879	0.3%	ETF
CVX Chevron	$4,635,313	$186,119 ▼	-3.9%	32,003	0.3%	Energy
MRK Merck & Co., Inc.	$4,624,504	$110,124 ▼	-2.3%	46,487	0.3%	Medical
NOW ServiceNow	$4,578,658	$48,766 ▲	1.1%	4,319	0.3%	Computer and Technology
ETN Eaton	$4,557,909	$86,618 ▲	1.9%	13,734	0.3%	Industrials
CAT Caterpillar	$4,478,367	$128,420 ▲	3.0%	12,345	0.3%	Industrials
GS The Goldman Sachs Group	$4,391,329	$71,003 ▲	1.6%	7,669	0.3%	Finance
WFC Wells Fargo & Company	$4,320,904	$106,625 ▲	2.5%	61,516	0.3%	Finance
KO Coca-Cola	$4,286,127	$92,643 ▲	2.2%	68,842	0.3%	Consumer Staples
ISRG Intuitive Surgical	$4,045,190	$189,993 ▲	4.9%	7,750	0.3%	Medical
AXP American Express	$4,020,646	$14,246 ▲	0.4%	13,547	0.3%	Finance
ACN Accenture	$4,017,621	$17,589 ▼	-0.4%	11,421	0.3%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$3,982,907	$284,592 ▲	7.7%	34,568	0.2%	ETF
ADBE Adobe	$3,972,117	$44,910 ▼	-1.1%	8,933	0.2%	Computer and Technology
EFG iShares MSCI EAFE Growth ETF	$3,928,393	$1,036,081 ▲	35.8%	40,570	0.2%	ETF
PEP PepsiCo	$3,883,705	$196,611 ▼	-4.8%	25,541	0.2%	Consumer Staples
IBM International Business Machines	$3,849,993	$366,007 ▲	10.5%	17,514	0.2%	Computer and Technology
CSCO Cisco Systems	$3,847,458	$145,158 ▲	3.9%	64,991	0.2%	Computer and Technology
INTU Intuit	$3,773,624	$29,540 ▼	-0.8%	6,004	0.2%	Computer and Technology
TMO Thermo Fisher Scientific	$3,685,411	$94,164 ▼	-2.5%	7,084	0.2%	Medical
LOW Lowe's Companies	$3,637,591	$36,033 ▲	1.0%	14,739	0.2%	Retail/Wholesale
GE GE Aerospace	$3,611,477	$31,189 ▲	0.9%	21,653	0.2%	Industrials
LINDE PLC	$3,604,497	$66,572 ▲	1.9%	8,609	0.2%	SHS
ADP Automatic Data Processing	$3,597,318	$18,149 ▼	-0.5%	12,289	0.2%	Business Services
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$3,521,006	$384,195 ▼	-9.8%	32,956	0.2%	Finance
BLACKROCK INC	$3,438,874	$3,438,874 ▲	New Holding	3,355	0.2%	COM
TJX TJX Companies	$3,388,226	$6,040 ▲	0.2%	28,046	0.2%	Retail/Wholesale
AMD Advanced Micro Devices	$3,357,532	$9,905 ▲	0.3%	27,796	0.2%	Computer and Technology
AMGN Amgen	$3,301,734	$22,936 ▼	-0.7%	12,668	0.2%	Medical
SYK Stryker	$3,198,413	$47,888 ▲	1.5%	8,883	0.2%	Medical
PM Philip Morris International	$3,167,856	$309,179 ▲	10.8%	26,322	0.2%	Consumer Staples
ABT Abbott Laboratories	$3,143,750	$56,781 ▲	1.8%	27,794	0.2%	Medical
BKNG Booking	$3,135,093	$54,653 ▼	-1.7%	631	0.2%	Retail/Wholesale
PH Parker-Hannifin	$3,129,560	$13,358 ▼	-0.4%	4,920	0.2%	Industrials
CMCSA Comcast	$3,128,789	$120,508 ▼	-3.7%	83,368	0.2%	Consumer Discretionary
BX Blackstone	$3,095,662	$253,288 ▲	8.9%	17,954	0.2%	Finance
FI Fiserv	$3,061,638	$2,876 ▲	0.1%	14,904	0.2%	Business Services
DHR Danaher	$3,033,171	$166,418 ▼	-5.2%	13,214	0.2%	Medical
VUG Vanguard Growth ETF	$3,005,242	$509,356 ▲	20.4%	7,322	0.2%	ETF
MS Morgan Stanley	$2,999,123	$34,447 ▲	1.2%	23,856	0.2%	Finance
T AT&T	$2,940,126	$321,808 ▲	12.3%	129,123	0.2%	Computer and Technology
COP ConocoPhillips	$2,905,148	$489,299 ▲	20.3%	29,295	0.2%	Energy
RTX RTX	$2,880,135	$137,822 ▲	5.0%	24,889	0.2%	Aerospace
HON Honeywell International	$2,806,484	$37,272 ▲	1.3%	12,424	0.2%	Multi-Sector Conglomerates
ADI Analog Devices	$2,806,327	$26,557 ▼	-0.9%	13,209	0.2%	Computer and Technology
BSX Boston Scientific	$2,792,593	$47,161 ▲	1.7%	31,265	0.2%	Medical
QCOM QUALCOMM	$2,779,639	$15,516 ▼	-0.6%	18,094	0.2%	Computer and Technology
AMAT Applied Materials	$2,764,046	$31,225 ▲	1.1%	16,996	0.2%	Computer and Technology
DIS Walt Disney	$2,724,999	$96,876 ▲	3.7%	24,472	0.2%	Consumer Discretionary
VZ Verizon Communications	$2,721,262	$139,524 ▼	-4.9%	68,049	0.2%	Computer and Technology
C Citigroup	$2,690,720	$69,264 ▲	2.6%	38,226	0.2%	Finance
SPGI S&P Global	$2,679,781	$38,845 ▲	1.5%	5,381	0.2%	Business Services
CTAS Cintas	$2,631,634	$17,357 ▲	0.7%	14,404	0.2%	Business Services

Showing largest 100 holdings. View all holdings.

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Meeder Advisory Services, Inc. Top Holdings and 13F Report (2025)

About Meeder Advisory Services, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Meeder Advisory Services, Inc. Top Holdings and 13F Report (2025)

About Meeder Advisory Services, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMeeder Advisory Services, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools