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CIK: 0001792167
Total reported value
$2.7B
$2.7B
513 檔
12.1%
According to the latest 13F quarterly dataset, Meeder Advisory Services, Inc. managed an equity portfolio of $2.7B at the end of Q2 2024, spanning 513 distinct U.S. exchange-listed positions.
During Q2 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 513 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MUB | Ishares National Muni Bond E | ETF-Other | 5.08% | +0.01% | NEW | |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 5.07% | — | +30.02% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.56% | +0.05% | +26.76% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.53% | -0.19% | +36.72% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.07% | -0.17% | +42.72% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.07% | +0.23% | +1281.85% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.71% | -0.15% | +33.96% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.27% | +0.15% | +31.84% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.33% | -0.11% | +28.81% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.29% | -0.01% | +10095.71% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.14% | +0.15% | +36.26% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.67% | -0.09% | +43.70% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.37% | -0.18% | +37.97% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.29% | +0.35% | +45.48% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.25% | +0.05% | +33.92% | |
| 16 | BND | Vanguard Total Bond Market | ETF-Other | 1.21% | — | +28.86% | |
| 17 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.21% | — | +28.38% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.14% | -0.06% | +38.82% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.98% | +0.14% | +41.20% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | — | +35.22% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.96% | +0.19% | +33.16% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.87% | -0.05% | +38.95% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.75% | -0.27% | +57.96% | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.73% | +0.01% | +25.88% | |
| 25 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.62% | — | +1059.94% | |
| 26 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.58% | -0.11% | +10.36% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | -0.05% | +38.98% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.54% | +0.10% | +33.64% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.52% | -0.04% | +41.75% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | +0.02% | +24.17% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | +0.03% | +47.05% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.48% | -0.04% | +30.70% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | -0.08% | +35.12% | |
| 34 | IDV | Ishares International Select | ETF-Other | 0.46% | -0.12% | +10.57% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.46% | +0.01% | +28.22% | |
| 36 | NFLX | Netflix Inc | Stock-Comm Services | 0.44% | -0.15% | +34.34% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.43% | -0.01% | +37.24% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.40% | -0.10% | +40.11% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.12% | +40.15% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | -0.07% | +24.16% | |
| 41 | ADBE | Adobe Inc | Stock-Tech | 0.35% | -0.03% | +38.60% | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.35% | +0.02% | +51.66% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.34% | -0.02% | +31.56% | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.33% | +0.49% | +34.81% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-Other | 0.32% | +0.05% | +34.49% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.31% | -0.07% | +27.68% | |
| 47 | ETN | Eaton Corporation plc | Stock-Industrials | 0.30% | — | +39.63% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.29% | -0.10% | +24.17% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.29% | — | +28.92% | |
| 50 | CRM | Salesforce Inc | Stock-Tech | 0.29% | -0.04% | +37.17% |
According to official SEC Form 13F filings, Meeder Advisory Services, Inc. reported a total U.S. public equity portfolio value of $2.7B across 513 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MUB, VTEB, AAPL) accounted for 12.1% of total reported equity market value during Q2 2024.
During Q2 2024, Meeder Advisory Services, Inc.'s top holdings by market value included MUB (5.1%)、VTEB (5.1%)、AAPL (4.6%). The largest single position, MUB, represented 5.1% of total portfolio value.
In Q2 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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