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

About Meeder Advisory Services, Inc.

Investment Activity

  • Meeder Advisory Services, Inc. has $1.93 billion in total holdings as of June 30, 2025.
  • Meeder Advisory Services, Inc. owns shares of 610 different stocks, but just 114 companies or ETFs make up 80% of its holdings.
  • Approximately 11.87% of the portfolio was purchased this quarter.
  • About 5.62% of the portfolio was sold this quarter.
  • This quarter, Meeder Advisory Services, Inc. has purchased 574 new stocks and bought additional shares in 329 stocks.
  • Meeder Advisory Services, Inc. sold shares of 200 stocks and completely divested from 40 stocks this quarter.

Largest Holdings

NVIDIA
$87,658,837
Microsoft
$78,522,066

Largest New Holdings this Quarter

35473P868 - Franklin Dynamic Municipal Bond ETF
$38,656,588 Holding
92647N527 - VictoryShares Core Intermediate Bond ETF
$26,518,023 Holding
922020748 - VANGUARD MALVERN FDS
$25,729,876 Holding
46429B267 - iShares U.S. Treasury Bond ETF
$1,050,944 Holding

Largest Purchases this Quarter

Franklin Dynamic Municipal Bond ETF
1,593,429 shares (about $38.66M)
VictoryShares Core Intermediate Bond ETF
563,374 shares (about $26.52M)
VANGUARD MALVERN FDS
331,656 shares (about $25.73M)
First Trust Municipal High Income ETF
279,716 shares (about $13.06M)
iShares Core MSCI EAFE ETF
121,235 shares (about $10.12M)

Largest Sales this Quarter

Vanguard Intermediate-Term Bond ETF
243,547 shares (about $18.84M)
Vanguard Total Bond Market ETF
253,054 shares (about $18.63M)
SPDR Portfolio Developed World ex-US ETF
51,285 shares (about $2.08M)
Vanguard FTSE Developed Markets ETF
31,837 shares (about $1.82M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMeeder Advisory Services, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$135,323,774$9,647,784 7.7%2,726,1037.0%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$100,302,598$10,120,694 11.2%1,201,5175.2%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$87,658,837$1,383,676 1.6%554,8384.5%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$78,522,066$4,648,292 6.3%157,8624.1%Computer and Technology
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$72,459,906$5,565,860 8.3%1,207,0623.8%ETF
Apple Inc. stock logo
AAPL
Apple
$67,367,090$1,649,360 -2.4%328,3483.5%Computer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$56,217,607$1,815,027 -3.1%986,1012.9%ETF
NYLI MacKay Shields Municipal Intermediate ETF stock logo
MMIT
NYLI MacKay Shields Municipal Intermediate ETF
$45,554,954$4,878,422 12.0%1,910,0612.4%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$42,644,789$3,080,867 7.8%808,2792.2%Manufacturing
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$41,072,739$1,482,202 3.7%187,2132.1%Retail/Wholesale
Franklin Dynamic Municipal Bond ETF stock logo
FLMI
Franklin Dynamic Municipal Bond ETF
$38,656,588$38,656,588 New Holding1,593,4292.0%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$34,196,227$2,443,062 7.7%46,3311.8%Computer and Technology
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$33,242,951$2,076,530 -5.9%821,0161.7%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$29,070,072$2,023,273 7.5%105,4601.5%Computer and Technology
VictoryShares Core Intermediate Bond ETF stock logo
UITB
VictoryShares Core Intermediate Bond ETF
$26,518,023$26,518,023 New Holding563,3741.4%ETF
VANGUARD MALVERN FDS
$25,729,876$25,729,876 New Holding331,6561.3%CORE BD ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$23,968,328$993,306 4.3%238,0411.2%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$23,424,388$883,650 -3.6%548,0671.2%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$21,255,457$984,540 4.9%73,3171.1%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$20,097,347$183,456 0.9%114,0401.0%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$18,726,439$465,119 2.5%105,5661.0%Computer and Technology
First Trust Municipal High Income ETF stock logo
FMHI
First Trust Municipal High Income ETF
$18,492,276$13,062,744 240.6%395,9801.0%Manufacturing
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$15,904,188$113,671 0.7%32,7400.8%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$15,650,926$680,434 4.5%49,2690.8%Auto/Tires/Trucks
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$15,545,991$727,162 -4.5%314,3140.8%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$14,899,629$838,322 6.0%11,1260.8%Consumer Discretionary
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$13,428,782$217,486 1.6%17,2270.7%Medical
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$12,634,108$653,059 5.5%157,7090.7%ETF
Visa Inc. stock logo
V
Visa
$12,599,720$1,330,024 11.8%35,4870.7%Business Services
iShares International Select Dividend ETF stock logo
IDV
iShares International Select Dividend ETF
$10,840,815$311,212 3.0%314,1350.6%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$10,690,863$889,547 9.1%19,0250.6%Business Services
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$10,381,630$208,376 2.0%96,3050.5%Energy
PALANTIR TECHNOLOGIES INC
$10,296,931$640,977 6.6%75,5350.5%CL A
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$9,848,005$118,852 -1.2%61,8130.5%Consumer Staples
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$9,785,192$820,630 9.2%9,8850.5%Retail/Wholesale
Walmart Inc. stock logo
WMT
Walmart
$9,643,380$782,340 8.8%98,6230.5%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$9,136,278$571,957 6.7%24,9190.5%Retail/Wholesale
AbbVie Inc. stock logo
ABBV
AbbVie
$8,328,800$280,473 3.5%44,8700.4%Medical
Oracle Corporation stock logo
ORCL
Oracle
$8,255,802$290,774 3.7%37,7620.4%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$7,059,121$278,002 4.1%46,2140.4%Medical
GE Aerospace stock logo
GE
GE Aerospace
$6,655,619$194,073 3.0%25,8580.3%Aerospace
International Business Machines Corporation stock logo
IBM
International Business Machines
$6,194,221$325,438 5.5%21,0130.3%Computer and Technology
CocaCola Company (The) stock logo
KO
CocaCola
$6,095,999$552,767 10.0%86,1630.3%Consumer Staples
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$6,014,835$404,103 7.2%8,4990.3%Finance
McDonald's Corporation stock logo
MCD
McDonald's
$5,996,121$276,389 4.8%20,5230.3%Retail/Wholesale
Philip Morris International Inc. stock logo
PM
Philip Morris International
$5,909,279$525,451 9.8%32,4450.3%Consumer Staples
ServiceNow, Inc. stock logo
NOW
ServiceNow
$5,783,562$181,957 3.2%5,6260.3%Computer and Technology
Bank of America Corporation stock logo
BAC
Bank of America
$5,683,432$95,113 1.7%120,1060.3%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$5,645,928$563,781 11.1%81,3770.3%Computer and Technology
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$5,399,497$33,396 -0.6%213,4190.3%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$5,396,608$498,288 10.2%48,1840.3%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$5,339,793$75,122 1.4%22,5330.3%ETF
Eaton Corporation, PLC stock logo
ETN
Eaton
$5,333,533$165,290 3.2%14,9400.3%Industrials
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$5,273,537$73,471 1.4%65,8200.3%Finance
Intuit Inc. stock logo
INTU
Intuit
$5,257,784$382,814 7.9%6,6750.3%Computer and Technology
LINDE PLC
$5,090,582$405,839 8.7%10,8500.3%SHS
Caterpillar Inc. stock logo
CAT
Caterpillar
$4,881,492$142,089 3.0%12,5740.3%Industrials
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$4,827,915$619,385 14.7%35,4970.2%Medical
American Express Company stock logo
AXP
American Express
$4,772,083$378,003 8.6%14,9600.2%Finance
Salesforce Inc. stock logo
CRM
Salesforce
$4,669,832$189,520 -3.9%17,1250.2%Computer and Technology
Capital One Financial Corporation stock logo
COF
Capital One Financial
$4,659,258$1,867,192 66.9%21,8990.2%Finance
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$4,628,060$236,918 5.4%8,5170.2%Medical
AT&T Inc. stock logo
T
AT&T
$4,451,375$381,226 9.4%153,8140.2%Computer and Technology
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$4,435,777$7,449,568 -62.7%53,4950.2%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$4,365,562$1,012,621 -18.8%13,9940.2%Medical
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$4,305,704$321,054 8.1%13,9610.2%Computer and Technology
RTX Corporation stock logo
RTX
RTX
$4,203,931$314,382 8.1%28,7900.2%Aerospace
Chevron Corporation stock logo
CVX
Chevron
$4,203,295$574,615 -12.0%29,3550.2%Energy
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$4,158,169$272,061 7.0%44,5680.2%Computer and Technology
Booking Holdings Inc. stock logo
BKNG
Booking
$4,151,221$353,172 9.3%7170.2%Retail/Wholesale
CrowdStrike stock logo
CRWD
CrowdStrike
$4,109,113$230,208 5.9%8,0680.2%Computer and Technology
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$3,984,270$275,876 7.4%32,2640.2%Retail/Wholesale
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$3,961,864$292,696 8.0%36,8850.2%Medical
Stryker Corporation stock logo
SYK
Stryker
$3,913,411$286,424 7.9%9,8920.2%Medical
Cintas Corporation stock logo
CTAS
Cintas
$3,865,704$244,713 6.8%17,3450.2%Business Services
Amgen Inc. stock logo
AMGN
Amgen
$3,855,314$92,697 -2.3%13,8080.2%Medical
BLACKROCK INC
$3,836,454$176,292 4.8%3,6560.2%COM
Morgan Stanley stock logo
MS
Morgan Stanley
$3,803,418$245,523 6.9%27,0010.2%Finance
Amphenol Corporation stock logo
APH
Amphenol
$3,746,389$176,763 5.0%37,9380.2%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$3,711,158$4,825 0.1%26,1530.2%Computer and Technology
KLA Corporation stock logo
KLAC
KLA
$3,629,993$377,956 11.6%4,0530.2%Computer and Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$3,620,808$144,045 4.1%33,1300.2%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$3,602,525$142,055 4.1%83,2570.2%Computer and Technology
LAM RESEARCH CORP
$3,568,727$144,260 4.2%36,6620.2%COM NEW
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$3,551,022$329,858 -8.5%44,8590.2%Medical
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$3,520,496$580,576 19.7%17,2030.2%Computer and Technology
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$3,510,034$206,773 6.3%31,6590.2%Medical
GE VERNOVA INC
$3,461,141$371,989 12.0%6,5410.2%COM
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$3,448,610$69,154 -2.0%4,9370.2%Industrials
Citigroup Inc. stock logo
C
Citigroup
$3,447,773$22,727 -0.7%40,5050.2%Financial Services
Analog Devices, Inc. stock logo
ADI
Analog Devices
$3,430,388$31,657 -0.9%14,4120.2%Computer and Technology
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$3,401,552$142,859 4.4%21,3580.2%Computer and Technology
Adobe Inc. stock logo
ADBE
Adobe
$3,381,922$96,715 2.9%8,7420.2%Computer and Technology
S&P Global Inc. stock logo
SPGI
S&P Global
$3,315,235$142,375 4.5%6,2870.2%Finance
Trane Technologies plc stock logo
TT
Trane Technologies
$3,302,325$87,041 -2.6%7,5500.2%Construction
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$3,286,241$146,088 4.7%17,9510.2%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$3,212,732$27,956 -0.9%14,4800.2%Retail/Wholesale
The Progressive Corporation stock logo
PGR
Progressive
$3,178,216$261,249 9.0%11,9100.2%Finance
Accenture PLC stock logo
ACN
Accenture
$3,091,354$319,208 -9.4%10,3430.2%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$3,067,880$312,809 -9.3%23,2340.2%Consumer Staples

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