13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001792167
Total reported value
$2.7B
$2.7B
555 檔
12.9%
In Q3 2024, Meeder Advisory Services, Inc.'s U.S. equity holdings reached a combined market value of $2.7B, distributed across 555 disclosed stock positions.
During Q3 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 555 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MUB | Ishares National Muni Bond E | ETF-Other | 5.05% | +0.01% | NEW | |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 5.01% | — | +5.85% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.76% | +0.05% | +3.07% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.01% | -0.19% | +0.44% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.96% | -0.15% | +8.57% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.77% | +0.23% | +2.99% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.63% | -0.17% | -8.91% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.38% | +0.15% | +5.42% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.27% | -0.01% | +5.43% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.26% | -0.11% | -0.80% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.95% | +0.15% | +3.35% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.64% | -0.09% | -1.92% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.41% | -0.18% | -0.74% | |
| 14 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.26% | — | +8.39% | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 1.25% | — | +8.25% | |
| 16 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.17% | -0.49% | — | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.12% | +0.35% | +3.94% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.06% | -0.06% | -7.51% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.03% | +0.05% | -0.68% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.98% | +0.19% | +931.34% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | — | -0.94% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.90% | +0.14% | +2.86% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.87% | -0.05% | -2.71% | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.75% | +0.01% | +8.25% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.27% | -1.83% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.67% | +0.02% | +9.04% | |
| 27 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.66% | — | +13.00% | |
| 28 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.64% | -0.11% | +13.88% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.62% | +0.10% | +9.46% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.62% | -0.05% | +1.93% | |
| 31 | IDV | Ishares International Select | ETF-Other | 0.54% | -0.12% | +15.35% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.51% | -0.04% | +2.57% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | +0.01% | +3.09% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | -0.04% | -1.61% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.48% | +0.03% | +0.12% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.47% | -0.08% | +2.10% | |
| 37 | NFLX | Netflix Inc | Stock-Comm Services | 0.42% | -0.15% | -0.56% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.42% | -0.12% | +0.61% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.40% | -0.02% | +4.93% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.07% | +1.11% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.35% | -0.01% | -4.05% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.34% | -0.10% | +6.46% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-Other | 0.32% | +0.05% | +1.86% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.32% | -0.10% | -8.25% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.31% | -0.02% | +10.17% | |
| 46 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.31% | — | +6.96% | |
| 47 | FMHI | First Trust Municipal High I | ETF-Other | 0.30% | -0.06% | +14.05% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.30% | +0.20% | +0.01% | |
| 49 | ADBE | Adobe Inc | Stock-Tech | 0.30% | -0.03% | +0.85% | |
| 50 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.30% | — | +14.91% |
According to official SEC Form 13F filings, Meeder Advisory Services, Inc. reported a total U.S. public equity portfolio value of $2.7B across 555 disclosed positions in Q3 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, AAPL) accounted for 12.9% of total reported equity market value during Q3 2024.
During Q3 2024, Meeder Advisory Services, Inc.'s top holdings by market value included MUB (5.0%)、VTEB (5.0%)、AAPL (4.8%). The largest single position, MUB, represented 5.0% of total portfolio value.
In Q3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.