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CIK: 0001792167
Total reported value
$2.7B
$2.7B
574 檔
14.7%
As reported in its official Q1 2025 Form 13F filing, Meeder Advisory Services, Inc.'s tracked investment portfolio stood at $2.7B with 574 total positions.
During Q1 2025, 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 574 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 7.59% | -0.77% | — | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.90% | -0.15% | +17.52% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.48% | +0.05% | +4.09% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.61% | +0.15% | +12.60% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.55% | +0.23% | +9.02% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.34% | -0.19% | +0.74% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.10% | -0.17% | -1.39% | |
| 8 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 2.45% | -0.25% | — | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.36% | -0.01% | +2.85% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.06% | +0.15% | +5.93% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.91% | -0.11% | -3.32% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.49% | -0.18% | +9.40% | |
| 13 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.38% | -0.49% | +23.38% | |
| 14 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.34% | -0.09% | -2.58% | |
| 15 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.18% | — | +0.18% | |
| 16 | BND | Vanguard Total Bond Market | ETF-Other | 1.18% | — | +0.02% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.05% | +0.35% | +4.37% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.04% | -0.05% | +7.14% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.03% | — | +4.26% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.99% | +0.19% | +8.28% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.96% | +0.05% | +8.07% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.89% | -0.06% | -0.95% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.84% | +0.14% | +3.96% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.73% | +0.02% | +2.52% | |
| 25 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.70% | +0.01% | +0.53% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.67% | -0.27% | +5.42% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.67% | +0.03% | +10.22% | |
| 28 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.66% | — | +4.07% | |
| 29 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.66% | -0.11% | +7.83% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.64% | -0.04% | +3.42% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.59% | -0.15% | +5.88% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.57% | -0.04% | +7.89% | |
| 33 | IDV | Ishares International Select | ETF-Other | 0.57% | -0.12% | +7.66% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.54% | +0.01% | +11.22% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.54% | +0.10% | +0.87% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.08% | +8.07% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | -0.05% | -0.88% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.12% | +6.47% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | -0.07% | +18.83% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.37% | -0.10% | +8.63% | |
| 41 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.36% | -0.14% | -1.67% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.34% | -0.02% | +13.81% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.33% | -0.10% | +4.27% | |
| 44 | FMHI | First Trust Municipal High I | ETF-Other | 0.33% | -0.06% | +12.02% | |
| 45 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.33% | — | +13.41% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.31% | -0.02% | -0.48% | |
| 47 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.30% | — | +9.59% | |
| 48 | GE | General Electric | Stock-Industrials | 0.30% | +0.06% | +15.94% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.30% | +0.02% | +13.67% | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.30% | +0.02% | +0.87% |
According to official SEC Form 13F filings, Meeder Advisory Services, Inc. reported a total U.S. public equity portfolio value of $2.7B across 574 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including JMUB, IEFA, AAPL) accounted for 14.7% of total reported equity market value during Q1 2025.
During Q1 2025, Meeder Advisory Services, Inc.'s top holdings by market value included JMUB (7.6%)、IEFA (4.9%)、AAPL (4.5%). The largest single position, JMUB, represented 7.6% of total portfolio value.
In Q1 2025, 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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