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CIK: 0001792167
Total reported value
$2.7B
$2.7B
624 檔
20.0%
According to the latest 13F quarterly dataset, Meeder Advisory Services, Inc. managed an equity portfolio of $2.7B at the end of Q3 2025, spanning 624 distinct U.S. exchange-listed positions.
In Q3 2025, Meeder Advisory Services, Inc. displayed an active expansion posture, initiating 4 new positions and adding to 33 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 624 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 6.90% | -0.77% | +7.85% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.42% | -0.15% | +11.11% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.92% | +0.23% | +2.26% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.20% | +0.05% | +7.98% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.00% | -0.19% | +5.16% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.90% | +0.15% | +5.35% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.68% | -0.17% | -2.55% | |
| 8 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 2.33% | -0.25% | +8.04% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.14% | -0.01% | +7.59% | |
| 10 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 2.00% | -0.27% | +9.01% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.96% | +0.15% | +2.83% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.70% | +0.19% | +5.11% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.64% | -0.18% | +3.52% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.59% | -0.11% | -2.38% | |
| 15 | UITB | Victoryshares Core Intermedi | ETF-Other | 1.45% | -0.16% | +16.44% | |
| 16 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.40% | -1.42% | +16.05% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.32% | +0.35% | +2.41% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.21% | +0.05% | +1.58% | |
| 19 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.15% | -0.09% | -3.48% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.12% | — | +4.19% | |
| 21 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.09% | -0.49% | -2.34% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.07% | +0.02% | +4.76% | |
| 23 | FMHI | First Trust Municipal High I | ETF-Other | 0.99% | -0.06% | +13.55% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.78% | -0.06% | -2.06% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.05% | -0.26% | |
| 26 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.64% | -0.14% | +0.43% | |
| 27 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.64% | -0.11% | +2.47% | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 0.62% | -0.15% | +0.31% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.62% | +0.14% | +0.85% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | +0.03% | +4.33% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.57% | -0.27% | +12.59% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.54% | -0.02% | +8.43% | |
| 33 | IDV | Ishares International Select | ETF-Other | 0.53% | -0.12% | +0.20% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.52% | +0.01% | +7.28% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.52% | -0.05% | +10.26% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.52% | -0.04% | +2.56% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.51% | -0.12% | +7.17% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | -0.07% | +15.13% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | -0.04% | -2.30% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.42% | -0.08% | -2.26% | |
| 41 | GE | General Electric | Stock-Industrials | 0.37% | +0.06% | +1.41% | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.32% | +0.01% | +2.25% | |
| 43 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.30% | — | +8.67% | |
| 44 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.30% | +0.05% | +17.91% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.30% | +0.20% | +7.29% | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.30% | +0.02% | +3.72% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.30% | -0.10% | +1.95% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.29% | +0.02% | +6.96% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-Other | 0.29% | +0.05% | +10.45% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.27% | -0.10% | +26.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.4% | +2.26% | Add |
| 2 | AVGO | Broadcom Inc | +0.7% | +5.11% | Add |
| 3 | MSFT | Microsoft CORP | +0.7% | +5.16% | Add |
| 4 | FMHI | First Trust Municipal High I | +0.7% | +13.55% | Add |
| 5 | IEFA | Ishares Core Msci Eafe ETF | +0.5% | +11.11% | Add |
| 6 | TSLA | Tesla Inc | +0.3% | +4.76% | Add |
| 7 | IEMG | Ishares Core Msci Emerging | +0.3% | +5.35% | Add |
| 8 | PLTR | Palantir Technologies Inc-a | +0.3% | +0.43% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | +2.41% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.3% | +1.58% | Add |
| 11 | ORCL | Oracle CORP | +0.2% | +8.43% | Add |
| 12 | META | Meta Platforms Inc-class A | +0.2% | +3.52% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +4.19% | Add |
| 14 | GEV | GE Vernova Inc | +0.1% | +3.09% | Add |
| 15 | LRCX | Lam Research CORP | +0.1% | -0.24% | Add |
| 16 | APH | Amphenol Corp-cl A | +0.1% | -0.79% | Add |
| 17 | GE | General Electric | +0.1% | +1.41% | Add |
| 18 | COF | Capital One Financial CORP | +0.1% | -2.20% | Add |
| 19 | GS | Goldman Sachs Group Inc | +0.1% | +2.25% | Add |
| 20 | CAT | Caterpillar Inc | +0.1% | +7.29% | Add |
| 21 | EFG | Ishares Msci Eafe Growth ETF | 0% | +17.91% | Add |
| 22 | NFLX | Netflix Inc | 0% | +0.31% | Add |
| 23 | WMT | Walmart Inc | 0% | +7.17% | Add |
| 24 | JNJ | Johnson & Johnson | 0% | +15.13% | Add |
| 25 | HD | Home Depot Inc | 0% | +10.26% | Add |
| 26 | VYMI | Vanguard Int High Dvd Yld In | 0% | +2.47% | Add |
| 27 | ABBV | Abbvie Inc | 0% | +7.28% | Add |
| 28 | IDV | Ishares International Select | 0% | +0.20% | Add |
| 29 | AMZN | Amazon.com Inc | -0.1% | +2.83% | Add |
| 30 | MMIT | Nyli Mackay Muni Intrm ETF | -0.1% | +8.04% | Add |
| 31 | SPEM | State Street Sp Ptf Em ETF | -0.2% | -3.48% | Trim |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | -0.2% | +7.59% | Add |
| 33 | AAPL | Apple Inc | -0.3% | +7.98% | Add |
| 34 | UNH | Unitedhealth Group Inc | -0.3% | +11.40% | Trim |
| 35 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.3% | -2.38% | Trim |
| 36 | VEA | Vanguard Ftse Developed ETF | -0.4% | -2.55% | Trim |
| 37 | VCIT | Vanguard Int-term Corporate | -0.5% | -5.94% | Trim |
| 38 | JMUB | Jpmorgan Municipal ETF | -0.7% | +7.85% | Add |
| 39 | FLMI | Franklin Dynamic Municipal B | — | NEW | New buy |
| 40 | UITB | Victoryshares Core Intermedi | — | NEW | New buy |
| 41 | VCRB | Vanguard Core Bond ETF | — | NEW | New buy |
| 42 | BIV | Vanguard Intermediate-term B | — | EXIT | Sold out |
| 43 | BND | Vanguard Total Bond Market | — | EXIT | Sold out |
| 44 | HYMB | Ss Spdr N Ice Hy Muni ETF | — | EXIT | Sold out |
| 45 | PZA | Invesco National Amt-free Mu | — | EXIT | Sold out |
| 46 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | EXIT | Sold out |
| 47 | MUB | Ishares National Muni Bond E | — | EXIT | Sold out |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | — | EXIT | Sold out |
| 49 | OBT | Orange County Bancorp Inc | — | EXIT | Sold out |
| 50 | MEAR | Ishrs Short Mat Muni Act ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Meeder Advisory Services, Inc. reported a total U.S. public equity portfolio value of $2.7B across 624 disclosed positions in Q3 2025.
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 JMUB, IEFA, NVDA) accounted for 20.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
FLMI
市值: $43.0M
Top Position Liquidated / Trimmed
BIV
前期市值: $19.7M
During Q3 2025, Meeder Advisory Services, Inc.'s top holdings by market value included JMUB (6.9%)、IEFA (5.4%)、NVDA (4.9%). The largest single position, JMUB, represented 6.9% of total portfolio value.
In Q3 2025, Meeder Advisory Services, Inc. made 50 total portfolio adjustments, initiating 4 new buys, adding to 33 positions, trimming 5 holdings, and fully liquidating 8 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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