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CIK: 0001792167
Total reported value
$2.7B
$2.7B
557 檔
13.9%
According to the latest 13F quarterly dataset, Meeder Advisory Services, Inc. managed an equity portfolio of $2.7B at the end of Q4 2024, spanning 557 distinct U.S. exchange-listed positions.
During Q4 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 557 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MUB | Ishares National Muni Bond E | ETF-Other | 5.25% | +0.01% | NEW | |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 5.21% | — | +10.03% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.05% | +0.05% | +2.45% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.20% | +0.23% | +4.37% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.03% | -0.15% | +17.25% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.88% | -0.19% | +2.40% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.23% | +0.15% | +8.84% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.08% | -0.17% | -2.76% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.35% | -0.01% | +9.69% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.33% | +0.15% | +5.25% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.92% | -0.11% | -2.97% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.44% | -0.18% | +3.12% | |
| 13 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.40% | -0.09% | -4.91% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.31% | +0.19% | +3.49% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.28% | +0.35% | +3.78% | |
| 16 | BND | Vanguard Total Bond Market | ETF-Other | 1.20% | — | +3.99% | |
| 17 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.20% | — | +3.90% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.16% | +0.02% | +15.52% | |
| 19 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.16% | -0.49% | +3.52% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.13% | +0.05% | -0.07% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.00% | — | +0.43% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.91% | -0.06% | -2.61% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.86% | -0.05% | +3.38% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.79% | +0.14% | +3.43% | |
| 25 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.71% | +0.01% | +2.42% | |
| 26 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.67% | — | +8.59% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.63% | -0.04% | +39.08% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.27% | -0.51% | |
| 29 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.59% | -0.11% | +2.36% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | -0.05% | +0.19% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | +0.03% | +6.32% | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 0.55% | -0.15% | +7.66% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.54% | +0.10% | +4.07% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.53% | -0.04% | +1.56% | |
| 35 | IDV | Ishares International Select | ETF-Other | 0.48% | -0.12% | +3.49% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.12% | +5.25% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | -0.08% | +3.06% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | +0.01% | -0.35% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.38% | -0.02% | +1.41% | |
| 40 | CRM | Salesforce Inc | Stock-Tech | 0.36% | -0.04% | +7.73% | |
| 41 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.34% | -0.14% | +94.03% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.34% | -0.07% | +2.42% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.33% | -0.10% | +3.60% | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.32% | +0.02% | +0.76% | |
| 45 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.32% | — | +113.03% | |
| 46 | FMHI | First Trust Municipal High I | ETF-Other | 0.31% | -0.06% | +9.29% | |
| 47 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.31% | — | +9.27% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-Other | 0.30% | +0.05% | -5.67% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.29% | -0.10% | -3.86% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.29% | -0.01% | -2.33% |
According to official SEC Form 13F filings, Meeder Advisory Services, Inc. reported a total U.S. public equity portfolio value of $2.7B across 557 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MUB, VTEB, AAPL) accounted for 13.9% of total reported equity market value during Q4 2024.
During Q4 2024, Meeder Advisory Services, Inc.'s top holdings by market value included MUB (5.3%)、VTEB (5.2%)、AAPL (5.0%). The largest single position, MUB, represented 5.3% of total portfolio value.
In Q4 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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