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CIK: 0001792167
Total reported value
$2.7B
$2.7B
662 檔
21.9%
In Q4 2025, Meeder Advisory Services, Inc.'s U.S. equity holdings reached a combined market value of $2.7B, distributed across 662 disclosed stock positions.
In Q4 2025, Meeder Advisory Services, Inc. displayed an active expansion posture, initiating 0 new positions and adding to 44 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 662 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 6.98% | -0.77% | +9.43% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.58% | -0.15% | +8.85% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.81% | +0.23% | +5.92% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.38% | +0.05% | +5.90% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.99% | +0.15% | +8.84% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.62% | -0.19% | +5.17% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.50% | -0.17% | -2.92% | |
| 8 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 2.36% | -0.25% | +9.56% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.16% | -0.01% | +9.59% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.03% | +0.15% | +6.63% | |
| 11 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 2.02% | -0.27% | +8.98% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.70% | +0.35% | +8.61% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.70% | +0.19% | +3.36% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.54% | +0.05% | +6.63% | |
| 15 | UITB | Victoryshares Core Intermedi | ETF-Other | 1.50% | -0.16% | +12.24% | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.49% | -0.11% | -2.67% | |
| 17 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.44% | -1.42% | +12.26% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.37% | -0.18% | +0.50% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.12% | — | +5.93% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.11% | +0.02% | +11.83% | |
| 21 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.10% | -0.49% | +9.79% | |
| 22 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.02% | -0.09% | -4.18% | |
| 23 | FMHI | First Trust Municipal High I | ETF-Other | 1.00% | -0.06% | +8.60% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.89% | +0.14% | +11.64% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.05% | +3.52% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.67% | -0.06% | -5.40% | |
| 27 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.64% | -0.11% | +3.10% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.27% | +5.98% | |
| 29 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.58% | -0.14% | -0.36% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | +0.03% | +1.80% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.55% | -0.12% | +8.57% | |
| 32 | IDV | Ishares International Select | ETF-Other | 0.55% | -0.12% | +2.48% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | -0.07% | +10.70% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.52% | -0.04% | +8.98% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | +0.01% | +3.72% | |
| 36 | NFLX | Netflix Inc | Stock-Comm Services | 0.45% | -0.15% | +892.68% | |
| 37 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.40% | +0.05% | +44.93% | |
| 38 | GE | General Electric | Stock-Industrials | 0.40% | +0.06% | +14.58% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | -0.05% | -2.81% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.36% | +0.20% | +9.09% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.36% | -0.02% | +5.50% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.36% | -0.08% | +0.19% | |
| 43 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.35% | +0.01% | +7.16% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.33% | -0.04% | -11.43% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.33% | +0.02% | +10.74% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.31% | +0.02% | +7.15% | |
| 47 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.30% | — | +7.16% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.30% | +0.13% | +8.68% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-Other | 0.29% | +0.05% | +6.50% | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.29% | +0.49% | +13.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.4% | +8.61% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.3% | +6.63% | Add |
| 3 | LLY | Eli Lilly & Co | +0.3% | +11.64% | Add |
| 4 | AAPL | Apple Inc | +0.2% | +5.90% | Add |
| 5 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +8.85% | Add |
| 6 | MU | Micron Technology Inc | +0.1% | +12.88% | Add |
| 7 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +44.93% | Add |
| 8 | IEMG | Ishares Core Msci Emerging | +0.1% | +8.84% | Add |
| 9 | JMUB | Jpmorgan Municipal ETF | +0.1% | +9.43% | Add |
| 10 | AMD | Advanced Micro Devices | +0.1% | +13.31% | Add |
| 11 | AMZN | Amazon.com Inc | +0.1% | +6.63% | Add |
| 12 | JNJ | Johnson & Johnson | +0.1% | +10.70% | Add |
| 13 | CAT | Caterpillar Inc | +0.1% | +9.09% | Add |
| 14 | LRCX | Lam Research CORP | +0.1% | +7.58% | Add |
| 15 | UITB | Victoryshares Core Intermedi | +0.1% | +12.24% | Add |
| 16 | MRK | Merck & Co. Inc. | +0.1% | +6.96% | Add |
| 17 | AMAT | Applied Materials Inc | +0.1% | +10.49% | Add |
| 18 | ISRG | Intuitive Surgical Inc | +0.1% | +9.30% | Add |
| 19 | VCRB | Vanguard Core Bond ETF | 0% | +12.26% | Add |
| 20 | TSLA | Tesla Inc | 0% | +11.83% | Add |
| 21 | WMT | Walmart Inc | 0% | +8.57% | Add |
| 22 | MMIT | Nyli Mackay Muni Intrm ETF | 0% | +9.56% | Add |
| 23 | GE | General Electric | 0% | +14.58% | Add |
| 24 | CSCO | Cisco Systems Inc | 0% | +8.68% | Add |
| 25 | GS | Goldman Sachs Group Inc | 0% | +7.16% | Add |
| 26 | BAC | Bank Of America CORP | 0% | +10.74% | Add |
| 27 | PH | Parker Hannifin CORP | 0% | +9.13% | Add |
| 28 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +9.59% | Add |
| 29 | FLMI | Franklin Dynamic Municipal B | 0% | +8.98% | Add |
| 30 | XOM | Exxon Mobil CORP | 0% | +5.98% | Add |
| 31 | IDV | Ishares International Select | 0% | +2.48% | Add |
| 32 | WFC | Wells Fargo & Co | 0% | +6.87% | Add |
| 33 | AXP | American Express Co | 0% | +7.62% | Add |
| 34 | SGOV | Ishares 0-3 Month Treasury B | 0% | +9.79% | Add |
| 35 | FMHI | First Trust Municipal High I | 0% | +8.60% | Add |
| 36 | AVGO | Broadcom Inc | — | +3.36% | Add |
| 37 | JPM | Jpmorgan Chase & Co | — | +5.93% | Add |
| 38 | VYMI | Vanguard Int High Dvd Yld In | — | +3.10% | Add |
| 39 | MA | Mastercard Inc - A | — | +8.98% | Add |
| 40 | T | At&t Inc | -0.1% | -13.02% | Trim |
| 41 | VZ | Verizon Communications Inc | -0.1% | -23.15% | Trim |
| 42 | PG | Procter & Gamble Co/the | -0.1% | -11.43% | Trim |
| 43 | NVDA | Nvidia CORP | -0.1% | +5.92% | Add |
| 44 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -5.40% | Trim |
| 45 | HD | Home Depot Inc | -0.1% | -2.81% | Trim |
| 46 | SPEM | State Street Sp Ptf Em ETF | -0.1% | -4.18% | Trim |
| 47 | NFLX | Netflix Inc | -0.2% | +892.68% | Add |
| 48 | ORCL | Oracle CORP | -0.2% | +5.50% | Add |
| 49 | META | Meta Platforms Inc-class A | -0.3% | +0.50% | Add |
| 50 | MSFT | Microsoft CORP | -0.4% | +5.17% | Add |
According to official SEC Form 13F filings, Meeder Advisory Services, Inc. reported a total U.S. public equity portfolio value of $2.7B across 662 disclosed positions in Q4 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 21.9% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
SPEM
前期市值: $24.8M
During Q4 2025, Meeder Advisory Services, Inc.'s top holdings by market value included JMUB (7.0%)、IEFA (5.6%)、NVDA (4.8%). The largest single position, JMUB, represented 7.0% of total portfolio value.
In Q4 2025, Meeder Advisory Services, Inc. made 50 total portfolio adjustments, initiating 0 new buys, adding to 44 positions, trimming 6 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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