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CIK: 0001792167
Total reported value
$2.7B
$2.7B
448 檔
8.7%
At the close of Q1 2024, Meeder Advisory Services, Inc. disclosed equity holdings valued at approximately $2.7B, spread across 448 reported holdings.
During Q1 2024, Meeder Advisory Services, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 448 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MUB | Ishares National Muni Bond E | ETF-Other | 5.69% | +0.01% | NEW | |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 5.66% | — | +5.75% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.49% | -0.19% | +4.84% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.21% | +0.05% | +1.45% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.17% | -0.17% | +7.52% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.07% | -0.15% | +7.64% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.43% | +0.15% | +3.99% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.10% | +0.23% | +4.55% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.65% | -0.11% | +1.13% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.11% | +0.15% | +14.80% | |
| 11 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.60% | -0.09% | +8.23% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.38% | -0.18% | +4.94% | |
| 13 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.37% | — | +9.76% | |
| 14 | BND | Vanguard Total Bond Market | ETF-Other | 1.36% | — | +9.70% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.13% | -0.06% | +8.85% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.11% | +0.05% | +3.40% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.06% | +0.35% | +5.81% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.02% | — | +4.36% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.93% | -0.05% | +3.17% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.86% | +0.19% | +5.02% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.86% | +0.14% | +2.84% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.84% | +0.01% | +7.76% | |
| 23 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.75% | -0.11% | +2.70% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.69% | -0.27% | +0.02% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.65% | -0.05% | +6.69% | |
| 26 | IDV | Ishares International Select | ETF-Other | 0.61% | -0.12% | +2.88% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.58% | -0.04% | +5.39% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.56% | +0.10% | +2.07% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | +0.01% | +3.52% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | +0.02% | +7.93% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.52% | +0.03% | +5.86% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.04% | +6.67% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.49% | -0.01% | +7.38% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | -0.07% | +0.75% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | -0.08% | +7.05% | |
| 36 | NFLX | Netflix Inc | Stock-Comm Services | 0.43% | -0.15% | +5.90% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.42% | -0.10% | +3.36% | |
| 38 | AMD | Advanced Micro Devices | Stock-Tech | 0.39% | +0.49% | +5.88% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.38% | -0.10% | +0.35% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.37% | -0.07% | -4.76% | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.36% | -0.04% | +6.47% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-Other | 0.36% | +0.05% | +5.77% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.35% | -0.12% | +209.90% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.34% | +0.20% | +6.08% | |
| 45 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.33% | -0.03% | +0.61% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.33% | -0.02% | +3.78% | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.33% | — | +8.56% | |
| 48 | ADBE | Adobe Inc | Stock-Tech | 0.33% | -0.03% | +3.52% | |
| 49 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.32% | -0.01% | +7.69% | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.31% | +0.02% | +7.86% |
According to official SEC Form 13F filings, Meeder Advisory Services, Inc. reported a total U.S. public equity portfolio value of $2.7B across 448 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MUB, VTEB, MSFT) accounted for 8.7% of total reported equity market value during Q1 2024.
During Q1 2024, Meeder Advisory Services, Inc.'s top holdings by market value included MUB (5.7%)、VTEB (5.7%)、MSFT (4.5%). The largest single position, MUB, represented 5.7% of total portfolio value.
In Q1 2024, Meeder Advisory Services, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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