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

About Meeder Advisory Services, Inc.

Investment Activity

Meeder Advisory Services, Inc. has $1.67 billion in total holdings as of March 31, 2025.
Meeder Advisory Services, Inc. owns shares of 574 different stocks, but just 121 companies or ETFs make up 80% of its holdings.
Approximately 16.62% of the portfolio was purchased this quarter.
About 10.64% of the portfolio was sold this quarter.
This quarter, Meeder Advisory Services, Inc. has purchased 557 new stocks and bought additional shares in 380 stocks.
Meeder Advisory Services, Inc. sold shares of 141 stocks and completely divested from 27 stocks this quarter.

Largest Holdings

JPMorgan Municipal ETF: $126,587,394
iShares Core MSCI EAFE ETF: $81,723,296
Apple: $74,721,653
iShares Core MSCI Emerging Markets ETF: $60,141,164
NVIDIA: $59,184,114

Largest New Holdings this Quarter

46641Q647 - JPMorgan Municipal ETF: $126,587,394 Holding
45409F827 - NYLI MacKay Shields Municipal Intermediate ETF: $40,881,202 Holding
68417L107 - Orange County Bancorp: $2,660,585 Holding
003263100 - Aberdeen Standard Physical Precious Metals Basket Shares ETF: $466,092 Holding
81369Y605 - Financial Select Sector SPDR Fund: $427,220 Holding

Largest Purchases this Quarter

JPMorgan Municipal ETF: 2,531,748 shares (about $126.59M)
NYLI MacKay Shields Municipal Intermediate ETF: 1,705,515 shares (about $40.88M)
iShares Core MSCI EAFE ETF: 161,051 shares (about $12.18M)
iShares Core MSCI Emerging Markets ETF: 124,720 shares (about $6.73M)
NVIDIA: 45,162 shares (about $4.89M)

Largest Sales this Quarter

iShares National Muni Bond ETF: 763,512 shares (about $80.50M)
Vanguard Tax-Exempt Bond ETF: 1,610,544 shares (about $79.92M)
SPDR S&P 500 ETF Trust: 2,027 shares (about $1.13M)
SPDR Portfolio Developed World ex-US ETF: 29,996 shares (about $1.09M)
Vanguard FTSE Developed Markets ETF: 14,314 shares (about $727.58K)

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
JMUB JPMorgan Municipal ETF	$126,587,394	$126,587,394 ▲	New Holding	2,531,748	7.6%	ETF
IEFA iShares Core MSCI EAFE ETF	$81,723,296	$12,183,503 ▲	17.5%	1,080,282	4.9%	ETF
AAPL Apple	$74,721,653	$2,938,780 ▲	4.1%	336,387	4.5%	Computer and Technology
IEMG iShares Core MSCI Emerging Markets ETF	$60,141,164	$6,731,140 ▲	12.6%	1,114,344	3.6%	ETF
NVDA NVIDIA	$59,184,114	$4,894,655 ▲	9.0%	546,080	3.6%	Computer and Technology
MSFT Microsoft	$55,751,710	$411,427 ▲	0.7%	148,517	3.3%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$51,741,802	$727,581 ▼	-1.4%	1,017,938	3.1%	ETF
MMIT NYLI MacKay Shields Municipal Intermediate ETF	$40,881,202	$40,881,202 ▲	New Holding	1,705,515	2.5%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$39,271,501	$1,089,506 ▲	2.9%	749,885	2.4%	Manufacturing
AMZN Amazon.com	$34,333,817	$1,921,820 ▲	5.9%	180,457	2.1%	Retail/Wholesale
SPDW SPDR Portfolio Developed World ex-US ETF	$31,760,466	$1,092,154 ▼	-3.3%	872,301	1.9%	ETF
META Meta Platforms	$24,795,403	$2,129,635 ▲	9.4%	43,021	1.5%	Computer and Technology
SGOV iShares 0-3 Month Treasury Bond ETF	$22,970,467	$4,352,868 ▲	23.4%	228,176	1.4%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$22,391,387	$594,133 ▼	-2.6%	568,742	1.3%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$19,748,065	$34,533 ▲	0.2%	257,909	1.2%	ETF
BND Vanguard Total Bond Market ETF	$19,683,095	$3,085 ▲	0.0%	267,980	1.2%	ETF
GOOGL Alphabet	$17,474,164	$731,756 ▲	4.4%	112,999	1.0%	Computer and Technology
BRK.B Berkshire Hathaway	$17,312,131	$1,153,041 ▲	7.1%	32,506	1.0%	Finance
JPM JPMorgan Chase & Co.	$17,151,503	$700,327 ▲	4.3%	69,921	1.0%	Finance
AVGO Broadcom	$16,428,216	$1,255,556 ▲	8.3%	98,120	1.0%	Computer and Technology
GOOG Alphabet	$16,083,015	$1,200,789 ▲	8.1%	102,944	1.0%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$14,891,272	$142,524 ▼	-0.9%	329,016	0.9%	ETF
LLY Eli Lilly and Company	$13,997,442	$533,535 ▲	4.0%	16,948	0.8%	Medical
TSLA Tesla	$12,213,536	$300,110 ▲	2.5%	47,127	0.7%	Auto/Tires/Trucks
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$11,719,156	$61,974 ▲	0.5%	143,336	0.7%	ETF
XOM Exxon Mobil	$11,223,626	$577,165 ▲	5.4%	94,372	0.7%	Energy
V Visa	$11,123,932	$1,031,052 ▲	10.2%	31,741	0.7%	Business Services
HYMB SPDR Nuveen Bloomberg High Yield Municipal Bond ETF	$11,081,822	$433,002 ▲	4.1%	439,406	0.7%	ETF
VYMI Vanguard International High Dividend Yield ETF	$11,020,842	$800,346 ▲	7.8%	149,557	0.7%	ETF
PG Procter & Gamble	$10,661,384	$352,942 ▲	3.4%	62,559	0.6%	Consumer Staples
NFLX Netflix	$9,791,891	$543,683 ▲	5.9%	10,500	0.6%	Consumer Discretionary
MA Mastercard	$9,560,251	$699,397 ▲	7.9%	17,442	0.6%	Business Services
IDV iShares International Select Dividend ETF	$9,464,718	$673,505 ▲	7.7%	305,117	0.6%	ETF
ABBV AbbVie	$9,084,668	$916,659 ▲	11.2%	43,359	0.5%	Medical
UNH UnitedHealth Group	$9,029,688	$77,517 ▲	0.9%	17,240	0.5%	Medical
COST Costco Wholesale	$8,564,555	$639,315 ▲	8.1%	9,056	0.5%	Retail/Wholesale
HD Home Depot	$8,560,777	$75,863 ▼	-0.9%	23,359	0.5%	Retail/Wholesale
WMT Walmart	$7,955,733	$483,198 ▲	6.5%	90,622	0.5%	Retail/Wholesale
JNJ Johnson & Johnson	$7,362,382	$1,166,697 ▲	18.8%	44,394	0.4%	Medical
MCD McDonald's	$6,115,148	$485,726 ▲	8.6%	19,577	0.4%	Retail/Wholesale
PALANTIR TECHNOLOGIES INC	$5,978,305	$101,280 ▼	-1.7%	70,833	0.4%	CL A
KO Coca-Cola	$5,611,435	$680,964 ▲	13.8%	78,350	0.3%	Consumer Staples
CVX Chevron	$5,582,111	$228,350 ▲	4.3%	33,368	0.3%	Energy
FMHI First Trust Municipal High Income ETF	$5,558,022	$596,226 ▲	12.0%	116,264	0.3%	Manufacturing
PZA Invesco National AMT-Free Municipal Bond ETF	$5,509,714	$651,479 ▲	13.4%	239,137	0.3%	ETF
ORCL Oracle	$5,093,535	$24,467 ▼	-0.5%	36,432	0.3%	Computer and Technology
SCHA Schwab US Small-Cap ETF	$5,031,327	$440,132 ▲	9.6%	214,739	0.3%	ETF
GE GE Aerospace	$5,024,572	$690,719 ▲	15.9%	25,104	0.3%	Industrials
IBM International Business Machines	$4,950,679	$595,554 ▲	13.7%	19,909	0.3%	Computer and Technology
BAC Bank of America	$4,928,164	$42,606 ▲	0.9%	118,096	0.3%	Finance
VB Vanguard Small-Cap ETF	$4,926,325	$518,222 ▲	11.8%	22,216	0.3%	ETF
CRM Salesforce	$4,782,121	$175,237 ▲	3.8%	17,820	0.3%	Computer and Technology
PM Philip Morris International	$4,692,018	$513,963 ▲	12.3%	29,560	0.3%	Consumer Staples
WFC Wells Fargo & Company	$4,659,351	$243,151 ▲	5.5%	64,903	0.3%	Finance
LINDE PLC	$4,649,381	$640,716 ▲	16.0%	9,985	0.3%	SHS
CSCO Cisco Systems	$4,520,309	$509,723 ▲	12.7%	73,251	0.3%	Computer and Technology
AMGN Amgen	$4,405,208	$458,590 ▲	11.6%	14,140	0.3%	Medical
MRK Merck & Co., Inc.	$4,400,559	$227,900 ▲	5.5%	49,026	0.3%	Medical
EFG iShares MSCI EAFE Growth ETF	$4,373,500	$316,500 ▲	7.8%	43,735	0.3%	ETF
NOW ServiceNow	$4,338,376	$899,682 ▲	26.2%	5,449	0.3%	Computer and Technology
GS The Goldman Sachs Group	$4,331,258	$141,498 ▲	3.4%	7,928	0.3%	Finance
ABT Abbott Laboratories	$4,104,614	$417,717 ▲	11.3%	30,943	0.2%	Medical
CAT Caterpillar	$4,026,054	$45,181 ▼	-1.1%	12,208	0.2%	Industrials
ISRG Intuitive Surgical	$4,002,128	$163,928 ▲	4.3%	8,081	0.2%	Medical
T AT&T	$3,977,321	$325,729 ▲	8.9%	140,641	0.2%	Computer and Technology
ADP Automatic Data Processing	$3,947,541	$192,794 ▲	5.1%	12,920	0.2%	Business Services
ETN Eaton	$3,935,342	$201,973 ▲	5.4%	14,477	0.2%	Industrials
PEP PepsiCo	$3,838,847	$9,296 ▲	0.2%	25,603	0.2%	Consumer Staples
INTU Intuit	$3,800,219	$113,595 ▲	3.1%	6,189	0.2%	Computer and Technology
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$3,717,043	$135,100 ▲	3.8%	34,199	0.2%	Finance
AXP American Express	$3,706,225	$61,344 ▲	1.7%	13,775	0.2%	Finance
TJX TJX Companies	$3,657,712	$241,655 ▲	7.1%	30,030	0.2%	Retail/Wholesale
TMO Thermo Fisher Scientific	$3,630,347	$105,487 ▲	3.0%	7,296	0.2%	Medical
VZ Verizon Communications	$3,627,607	$540,916 ▲	17.5%	79,974	0.2%	Computer and Technology
ACN Accenture	$3,560,729	$3,120 ▼	-0.1%	11,411	0.2%	Computer and Technology
RTX RTX	$3,528,338	$231,540 ▲	7.0%	26,637	0.2%	Aerospace
FI Fiserv	$3,469,903	$178,652 ▲	5.4%	15,713	0.2%	Business Services
BSX Boston Scientific	$3,446,105	$292,051 ▲	9.3%	34,160	0.2%	Medical
SYK Stryker	$3,412,624	$106,086 ▲	3.2%	9,168	0.2%	Medical
LOW Lowe's Companies	$3,406,484	$31,019 ▼	-0.9%	14,606	0.2%	Retail/Wholesale
VUG Vanguard Growth ETF	$3,377,582	$662,315 ▲	24.4%	9,108	0.2%	ETF
CTAS Cintas	$3,339,194	$378,786 ▲	12.8%	16,247	0.2%	Business Services
GILD Gilead Sciences	$3,338,396	$229,589 ▲	7.4%	29,794	0.2%	Medical
IJR iShares Core S&P Small-Cap ETF	$3,326,586	$288,195 ▼	-8.0%	31,812	0.2%	ETF
BLACKROCK INC	$3,301,673	$125,895 ▲	4.0%	3,488	0.2%	COM
TMUS T-Mobile US	$3,264,744	$483,804 ▲	17.4%	12,241	0.2%	Computer and Technology
ADBE Adobe	$3,256,878	$169,134 ▼	-4.9%	8,492	0.2%	Computer and Technology
VTV Vanguard Value ETF	$3,240,948	$695,969 ▲	27.3%	18,762	0.2%	ETF
QCOM QUALCOMM	$3,143,072	$363,602 ▲	13.1%	20,461	0.2%	Computer and Technology
PGR Progressive	$3,093,487	$230,080 ▲	8.0%	10,931	0.2%	Finance
VRTX Vertex Pharmaceuticals	$3,083,248	$365,045 ▲	13.4%	6,360	0.2%	Medical
PH Parker-Hannifin	$3,061,340	$70,515 ▲	2.4%	5,036	0.2%	Industrials
SPGI S&P Global	$3,057,383	$323,167 ▲	11.8%	6,017	0.2%	Business Services
UBER Uber Technologies	$3,034,745	$344,480 ▲	12.8%	41,652	0.2%	Computer and Technology
BKNG Booking	$3,022,400	$115,183 ▲	4.0%	656	0.2%	Retail/Wholesale
COP ConocoPhillips	$2,972,668	$103,864 ▼	-3.4%	28,306	0.2%	Energy
MS Morgan Stanley	$2,946,882	$163,573 ▲	5.9%	25,258	0.2%	Finance
ADI Analog Devices	$2,933,309	$269,433 ▲	10.1%	14,545	0.2%	Computer and Technology
C Citigroup	$2,894,402	$180,740 ▲	6.7%	40,772	0.2%	Finance
CMCSA Comcast	$2,870,276	$206,013 ▼	-6.7%	77,785	0.2%	Consumer Discretionary

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

Stock Ideas and Recommendations

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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