Meeder Advisory Services, Inc. Top Holdings and 13F Report (2026)

About Meeder Advisory Services, Inc.

Investment Activity

Meeder Advisory Services, Inc. has $2.39 billion in total holdings as of March 31, 2026.
Meeder Advisory Services, Inc. owns shares of 690 different stocks, but just 109 companies or ETFs make up 80% of its holdings.
Approximately 8.53% of the portfolio was purchased this quarter.
About 3.69% of the portfolio was sold this quarter.
This quarter, Meeder Advisory Services, Inc. has purchased 662 new stocks and bought additional shares in 394 stocks.
Meeder Advisory Services, Inc. sold shares of 214 stocks and completely divested from 43 stocks this quarter.

Largest Holdings

JPMorgan Municipal ETF: $213,076,329
iShares Core MSCI EAFE ETF: $143,965,664
NVIDIA: $105,029,633
iShares Core MSCI Emerging Markets ETF: $103,598,468
Apple: $96,749,263

Largest New Holdings this Quarter

00912X302 - Air Lease: $559,718 Holding
69047Q102 - Ovintiv: $444,498 Holding
268150109 - Dynatrace: $424,752 Holding
N53745100 - LyondellBasell Industries: $373,073 Holding
829933100 - SIRIUSXM HOLDINGS INC: $347,677 Holding

Largest Purchases this Quarter

JPMorgan Municipal ETF: 1,044,894 shares (about $52.23M)
NYLI MacKay Shields Municipal Intermediate ETF: 683,938 shares (about $16.49M)
iShares Core MSCI EAFE ETF: 137,123 shares (about $12.41M)
Franklin Dynamic Municipal Bond ETF: 473,020 shares (about $11.73M)
iShares 0-3 Month Treasury Bond ETF: 113,809 shares (about $11.46M)

Largest Sales this Quarter

iShares 1-5 Year Investment Grade Corporate Bond ETF: 925,432 shares (about $48.64M)
Microsoft: 12,935 shares (about $4.79M)
Vanguard FTSE Developed Markets ETF: 47,781 shares (about $3.06M)
SPDR Portfolio Developed World ex-US ETF: 29,720 shares (about $1.36M)
SPDR Portfolio Emerging Markets ETF: 20,168 shares (about $946.08K)

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	$213,076,329	$52,234,252 ▲	32.5%	4,262,379	8.9%	ETF
IEFA iShares Core MSCI EAFE ETF	$143,965,664	$12,413,743 ▲	9.4%	1,590,254	6.0%	ETF
NVDA NVIDIA	$105,029,633	$214,338 ▲	0.2%	602,234	4.4%	Computer and Technology
IEMG iShares Core MSCI Emerging Markets ETF	$103,598,468	$7,062,674 ▲	7.3%	1,485,283	4.3%	ETF
AAPL Apple	$96,749,263	$1,459,292 ▲	1.5%	381,218	4.0%	Computer and Technology
MMIT NYLI MacKay Shields Municipal Intermediate ETF	$70,982,757	$16,486,324 ▲	30.3%	2,944,732	3.0%	ETF
MSFT Microsoft	$59,840,045	$4,788,136 ▼	-7.4%	161,656	2.5%	Computer and Technology
FLMI Franklin Dynamic Municipal Bond ETF	$58,651,859	$11,726,167 ▲	25.0%	2,365,948	2.5%	ETF
VEA Vanguard FTSE Developed Markets ETF	$56,722,101	$3,061,808 ▼	-5.1%	885,176	2.4%	ETF
AMZN Amazon.com	$43,926,509	$1,176,311 ▲	2.8%	210,911	1.8%	Retail/Wholesale
GOOGL Alphabet	$39,822,667	$3,345,754 ▲	9.2%	138,485	1.7%	Computer and Technology
SGOV iShares 0-3 Month Treasury Bond ETF	$37,147,647	$11,456,008 ▲	44.6%	369,041	1.6%	ETF
UITB VictoryShares Core Intermediate Bond ETF	$36,265,511	$1,648,932 ▲	4.8%	771,328	1.5%	ETF
AVGO Broadcom	$35,667,991	$204,896 ▲	0.6%	115,240	1.5%	Computer and Technology
VANGUARD MALVERN FDS	$35,059,581	$1,625,909 ▲	4.9%	453,083	1.5%	CORE BD ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$34,251,458	$1,356,718 ▼	-3.8%	750,306	1.4%	ETF
GOOG Alphabet	$33,565,027	$762,763 ▲	2.3%	117,008	1.4%	Computer and Technology
META Meta Platforms	$29,146,090	$1,568,212 ▲	5.7%	50,943	1.2%	Computer and Technology
FMHI First Trust Municipal High Income ETF	$25,777,672	$2,561,741 ▲	11.0%	542,231	1.1%	Manufacturing
JPM JPMorgan Chase & Co.	$23,660,876	$142,668 ▼	-0.6%	80,435	1.0%	Finance
SPEM SPDR Portfolio Emerging Markets ETF	$22,832,142	$946,081 ▼	-4.0%	486,722	1.0%	ETF
TSLA Tesla	$20,910,800	$547,212 ▼	-2.6%	56,250	0.9%	Auto/Tires/Trucks
XOM ExxonMobil	$20,504,810	$1,008,631 ▲	5.2%	120,858	0.9%	Energy
LLY Eli Lilly and Company	$17,910,256	$69,901 ▲	0.4%	19,473	0.7%	Medical
BRK.B Berkshire Hathaway	$17,168,375	$968,947 ▲	6.0%	35,827	0.7%	Finance
VYMI Vanguard International High Dividend Yield ETF	$16,919,173	$1,216,260 ▲	7.7%	179,533	0.7%	ETF
JNJ Johnson & Johnson	$15,598,380	$1,201,662 ▲	8.3%	63,813	0.7%	Medical
VWO Vanguard FTSE Emerging Markets ETF	$14,942,002	$797,507 ▼	-5.1%	276,448	0.6%	ETF
WALMART INC	$14,902,615	$641,656 ▲	4.5%	119,912	0.6%	COM
IDV iShares International Select Dividend ETF	$14,666,318	$937,172 ▲	6.8%	344,603	0.6%	ETF
V Visa	$11,407,169	$15,717 ▲	0.1%	37,742	0.5%	Business Services
ABBV AbbVie	$11,263,852	$404,533 ▲	3.7%	51,790	0.5%	Medical
PALANTIR TECHNOLOGIES INC	$10,946,132	$110,880 ▼	-1.0%	74,830	0.5%	CL A
COST Costco Wholesale	$10,591,974	$946,602 ▲	9.8%	10,630	0.4%	Retail/Wholesale
CAT Caterpillar	$10,519,805	$93,516 ▲	0.9%	14,849	0.4%	Industrials
EFG iShares MSCI EAFE Growth ETF	$10,474,727	$1,304,816 ▲	14.2%	94,053	0.4%	ETF
NFLX Netflix	$10,294,622	$358,160 ▼	-3.4%	107,068	0.4%	Consumer Discretionary
MA Mastercard	$10,223,634	$401,231 ▼	-3.8%	20,461	0.4%	Business Services
HD Home Depot	$8,930,466	$148,331 ▲	1.7%	27,153	0.4%	Retail/Wholesale
LAM RESEARCH CORP	$8,786,911	$380,098 ▲	4.5%	41,126	0.4%	COM NEW
MU Micron Technology	$8,509,572	$714,199 ▲	9.2%	25,188	0.4%	Computer and Technology
GE GE Aerospace	$8,486,517	$39,728 ▼	-0.5%	29,906	0.4%	Aerospace
PG Procter & Gamble	$8,198,070	$472,316 ▲	6.1%	56,758	0.3%	Consumer Staples
CVX Chevron	$8,175,062	$720,635 ▲	9.7%	39,512	0.3%	Energy
GS The Goldman Sachs Group	$8,048,726	$170,889 ▲	2.2%	9,514	0.3%	Finance
MRK Merck & Co., Inc.	$7,491,830	$691,311 ▲	10.2%	62,281	0.3%	Medical
SCHA Schwab US Small-Cap ETF	$7,465,561	$238,572 ▲	3.3%	256,725	0.3%	ETF
CSCO Cisco Systems	$7,449,167	$402,303 ▲	5.7%	96,007	0.3%	Computer and Technology
MCD McDonald's	$7,379,246	$575,882 ▲	8.5%	23,744	0.3%	Retail/Wholesale
KO CocaCola	$7,197,371	$785,825 ▲	12.3%	94,640	0.3%	Consumer Staples
VB Vanguard Small-Cap ETF	$7,113,993	$171,557 ▲	2.5%	27,161	0.3%	ETF
GE VERNOVA INC	$6,845,266	$130,062 ▲	1.9%	7,842	0.3%	COM
AMAT Applied Materials	$6,796,177	$133,640 ▲	2.0%	19,884	0.3%	Computer and Technology
AMD Advanced Micro Devices	$6,750,719	$345,226 ▲	5.4%	33,184	0.3%	Computer and Technology
BAC Bank of America	$6,722,202	$3,120 ▼	0.0%	137,891	0.3%	Finance
ORCL Oracle	$6,527,635	$172,415 ▲	2.7%	44,372	0.3%	Computer and Technology
RTX RTX	$6,517,471	$298,607 ▲	4.8%	33,787	0.3%	Aerospace
KLAC KLA	$6,340,583	$66,262 ▲	1.1%	4,306	0.3%	Computer and Technology
TJX TJX Companies	$6,123,070	$450,515 ▲	7.9%	38,341	0.3%	Retail/Wholesale
PM Philip Morris International	$6,060,206	$715,426 ▲	13.4%	36,653	0.3%	Consumer Staples
LINDE PLC	$6,023,717	$976,685 ▲	19.4%	12,150	0.3%	SHS
VOO Vanguard S&P 500 ETF	$5,875,197	$2,212,162 ▲	60.4%	9,832	0.2%	ETF
WFC Wells Fargo & Company	$5,869,459	$210,966 ▲	3.7%	73,728	0.2%	Finance
IBM International Business Machines	$5,714,099	$122,892 ▼	-2.1%	23,574	0.2%	Computer and Technology
ETN Eaton	$5,637,622	$8,584 ▼	-0.2%	15,762	0.2%	Industrials
AMGN Amgen	$5,530,265	$411,656 ▲	8.0%	15,718	0.2%	Medical
PH Parker-Hannifin	$5,386,841	$410,034 ▲	8.2%	6,017	0.2%	Industrials
AXP American Express	$5,244,939	$219,598 ▲	4.4%	17,340	0.2%	Finance
C Citigroup	$5,127,255	$182,590 ▲	3.7%	45,210	0.2%	Financial Services
MS Morgan Stanley	$5,106,995	$121,289 ▲	2.4%	31,032	0.2%	Finance
PEP PepsiCo	$5,104,160	$397,227 ▲	8.4%	32,869	0.2%	Consumer Staples
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$5,059,332	$441,057 ▲	9.6%	61,140	0.2%	ETF
GILD Gilead Sciences	$4,991,131	$239,996 ▲	5.1%	35,812	0.2%	Medical
APH Amphenol	$4,948,049	$77,327 ▼	-1.5%	39,161	0.2%	Computer and Technology
ADI Analog Devices	$4,895,475	$420,894 ▲	9.4%	15,388	0.2%	Computer and Technology
T AT&T	$4,748,197	$502,775 ▲	11.8%	163,787	0.2%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$4,648,325	$149,794 ▲	3.3%	37,393	0.2%	ETF
UNH UnitedHealth Group	$4,360,118	$31,660 ▼	-0.7%	16,113	0.2%	Medical
LOW Lowe's Companies	$4,336,043	$272,199 ▲	6.7%	18,351	0.2%	Retail/Wholesale
NEE NextEra Energy	$4,290,983	$159,569 ▲	3.9%	46,199	0.2%	Utilities
COP ConocoPhillips	$4,189,989	$467,021 ▲	12.5%	31,742	0.2%	Energy
COF Capital One Financial	$4,158,986	$133,902 ▲	3.3%	22,798	0.2%	Finance
LMT Lockheed Martin	$4,053,043	$692,027 ▲	20.6%	6,706	0.2%	Aerospace
TMO Thermo Fisher Scientific	$3,938,959	$154,334 ▲	4.1%	8,014	0.2%	Medical
TT Trane Technologies	$3,913,619	$68,762 ▲	1.8%	9,391	0.2%	Construction
BLACKROCK INC	$3,898,310	$177,895 ▲	4.8%	4,054	0.2%	COM
VZ Verizon Communications	$3,836,340	$640,804 ▲	20.1%	76,421	0.2%	Computer and Technology
ARISTA NETWORKS INC	$3,815,713	$469,874 ▲	14.0%	31,078	0.2%	COM SHS
CB Chubb	$3,796,786	$355,592 ▲	10.3%	11,649	0.2%	Finance
ISRG Intuitive Surgical	$3,786,434	$113,860 ▼	-2.9%	8,214	0.2%	Medical
MCK McKesson	$3,747,043	$8,654 ▲	0.2%	4,330	0.2%	Medical
HON Honeywell International	$3,641,808	$376,567 ▲	11.5%	16,112	0.2%	Multi-Sector Conglomerates
UNP Union Pacific	$3,632,700	$279,737 ▲	8.3%	14,973	0.2%	Transportation
SYK Stryker	$3,600,258	$376,882 ▲	11.7%	10,957	0.2%	Medical
WELL Welltower	$3,592,311	$190,588 ▲	5.6%	18,170	0.2%	Finance
CRWD CrowdStrike	$3,549,217	$287,732 ▲	8.8%	9,091	0.1%	Computer and Technology
ABT Abbott Laboratories	$3,527,829	$42,403 ▲	1.2%	34,361	0.1%	Medical
VUG Vanguard Growth ETF	$3,412,139	$210,966 ▼	-5.8%	7,812	0.1%	ETF
MO Altria Group	$3,381,364	$219,019 ▲	6.9%	51,241	0.1%	Consumer Staples
STX Seagate Technology	$3,354,690	$123,406 ▼	-3.5%	8,563	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Meeder Advisory Services, Inc. Top Holdings and 13F Report (2026)

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

Advanced Stock Screeners and Research Tools

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Meeder Advisory Services, Inc. Top Holdings and 13F Report (2026)

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