Meeder Advisory Services, Inc.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 8, 2024), Meeder Advisory Services, Inc. reported 513 stock positions worth $1.4 billion. Its top holding was iShares National Muni Bond E (MUB) at 5.1% of the portfolio, followed by Vanguard Tax-Exempt Bond ETF (VTEB, 5.1%) and Apple (AAPL, 4.6%). Compared with Q1 2024, it opened 74 new positions, sold out of 10, added to 428 and reduced 6. The biggest buy was iShares 1-5Y Inv Grade (IGSB, shares +10096%) and the biggest sale an exit from Pioneer Natural Resources (PXD).

Most Recent 13F
Q2 2026
Location
DUBLIN, OH
CIK
0001792167
Portfolio Value
$1.4B (Q2 2024)
SEC Filing
0001398344-24-014096 ↗ filed Aug 8, 2024

Holdings Value

0$1.0B$2.0B$3.0B Q1 2024: $983.3M Q1 2024 Q2 2024: $1.4B $1.4B Q2 2024 Q3 2024: $1.5B Q3 2024 Q4 2024: $1.6B Q4 2024 Q1 2025: $1.7B Q1 2025 Q2 2025: $1.9B Q2 2025 Q3 2025: $2.2B Q3 2025 Q4 2025: $2.3B Q4 2025 Q1 2026: $2.4B Q1 2026 Q2 2026: $2.7B Q2 2026

Holdings 513 stocks · $1.4B
MUB iShares National Muni Bond E 5.08% 674,171 $71.8M Add +29.6%
VTEB Vanguard Tax-Exempt Bond ETF 5.07% 1,430,748 $71.7M Add +30.0%
AAPL Apple Inc. 4.56% 306,019 $64.5M Add +26.8%
MSFT Microsoft Corp. 4.53% 143,346 $64.1M Add +36.7%
VEA Vanguard Ftse Developed ETF 4.07% 1,165,368 $57.6M Add +42.7%
NVDA Nvidia Corp. 4.07% 466,028 $57.6M Add +38.2%
IEFA iShares Core MSCI Eafe ETF 3.71% 722,105 $52.5M Add +34.0%
IEMG iShares Core MSCI Emerging 3.27% 862,444 $46.2M Add +31.8%
SPDW Ste STR SPDR PT DW Eu ETF 2.33% 937,425 $32.9M Add +28.8%
IGSB iShares 1-5Y Inv Grade Corp. 2.29% 630,401 $32.3M Add +10095.7%
AMZN Amazon.com Inc. 2.14% 156,616 $30.3M Add +36.3%
SPEM State Street SP PTF Em ETF 1.67% 626,029 $23.6M Add +43.7%
META Meta Platforms Inc. Class A 1.37% 38,418 $19.4M Add +38.0%
GOOGL Alphabet Inc. Class A 1.29% 100,375 $18.3M Add +45.5%
GOOG Alphabet Inc. Class C 1.25% 95,976 $17.6M Add +33.9%
BND Vanguard Total Bond Market 1.21% 238,021 $17.1M Add +28.9%
BIV Vanguard Intermediate-Term B 1.21% 228,609 $17.1M Add +28.4%
VWO Vanguard Ftse Emerging Marke 1.14% 368,759 $16.1M Add +38.8%
LLY Eli Lilly & Co. 0.98% 15,323 $13.9M Add +41.2%
JPM JPMorgan Chase & Co. 0.96% 67,408 $13.6M Add +35.2%
AVGO Broadcom Inc. 0.96% 8,490 $13.6M Add +33.2%
BRK.B Berkshire Hathaway Inc. Class B 0.87% 30,167 $12.3M Add +39.0%
XOM Exxon Mobil Corp. 0.75% 91,657 $10.6M Add +58.0%
VCIT Vanguard Int-Term Corporate 0.73% 128,594 $10.3M Add +25.9%
HYMB SS SPDR N Ice HY Muni ETF 0.62% 344,130 $8.8M Add +1059.9%
VYMI Vanguard Int High DVD YLD Inc. 0.58% 118,992 $8.2M Add +10.4%
HD Home Depot Inc. 0.56% 23,076 $7.9M Add +39.0%
UNH Unitedhealth Group Inc. 0.54% 15,004 $7.6M Add +33.6%
PG The Procter & Gamble Co. 0.52% 44,203 $7.3M Add +41.8%
TSLA Tesla Inc. 0.51% 36,495 $7.2M Add +24.2%
V Visa Inc. Class A 0.50% 27,054 $7.1M Add +47.0%
MA Mastercard Inc. Class A 0.48% 15,519 $6.8M Add +30.7%
COST Costco Wholesale Corp. 0.48% 7,964 $6.8M Add +35.1%
IDV iShares International Select 0.46% 237,394 $6.6M Add +10.6%
ABBV Abbvie Inc. 0.46% 37,949 $6.5M Add +28.2%
NFLX Netflix Inc. 0.44% 9,263 $6.3M Add +34.3%
MRK Merck & Co. Inc. 0.43% 49,605 $6.1M Add +37.2%
CVX Chevron Corp. 0.40% 36,282 $5.7M Add +40.1%
WMT Walmart Inc. 0.39% 80,382 $5.4M Add +40.1%
JNJ Johnson & Johnson 0.37% 36,076 $5.3M Add +24.2%
ADBE Adobe Inc. 0.35% 8,958 $5.0M Add +38.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.35% 123,057 $4.9M Add +51.7%
ORCL Oracle Corp. 0.34% 34,402 $4.9M Add +31.6%
AMD Advanced Micro Devices 0.33% 28,404 $4.6M Add +34.8%
VB Vanguard Most SM-Cap ETF-Usd 0.32% 20,691 $4.5M Add +34.5%
PEP Pepsico Inc. 0.31% 26,802 $4.4M Add +27.7%
ETN Eaton Corp. PLC 0.30% 13,488 $4.2M Add +39.6%
MCD McDonald's Corp. 0.29% 16,339 $4.2M Add +24.2%
JEPI JPMorgan Equity Premium Inco 0.29% 73,046 $4.1M Add +28.9%
CRM Salesforce Inc. 0.29% 16,097 $4.1M Add +37.2%
AMAT Applied Materials Inc. 0.29% 17,416 $4.1M Add +32.7%
TMO Thermo Fisher Scientific Inc. 0.29% 7,410 $4.1M Add +37.1%
SCHA Schwab US Small-Cap ETF 0.29% 86,002 $4.1M Add +50.3%
AMGN Amgen Inc. 0.29% 12,922 $4.0M Add +30.9%
FMHI First Trust Municipal High I 0.28% 83,273 $4.0M New
CAT Caterpillar Inc. 0.28% 11,990 $4.0M Add +31.7%
PZA Invesco National Amt-Free Mu 0.28% 167,936 $4.0M New
KO The Coca-Cola Co. 0.28% 61,136 $3.9M Add +27.5%
LIN Linde PLC 0.27% 8,817 $3.9M Add +40.1%
INTU Intuit Inc. 0.27% 5,838 $3.8M Add +32.0%
WFC Wells Fargo & Co. 0.27% 63,941 $3.8M Add +39.2%
QCOM Qualcomm Inc. 0.27% 18,829 $3.8M Add +28.3%
IJR iShares Core S&P Small-Cap E 0.26% 35,002 $3.7M Add +29.3%
CMCSA Comcast Corp. Class A 0.25% 90,513 $3.5M Add +19.3%
GE General Electric filed as GE AEROSPACE 0.25% 22,001 $3.5M Add +42.0%
DHR Danaher Corp. 0.25% 13,997 $3.5M Add +39.0%
GS Goldman Sachs Group Inc. 0.24% 7,549 $3.4M Add +34.0%
ACN Accenture PLC Class A 0.24% 11,253 $3.4M Add +33.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.24% 30,919 $3.4M Add +45.4%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.24% 31,171 $3.3M Add +17.7%
NOW ServiceNow Inc. 0.24% 4,229 $3.3M Add +27.1%
CSCO Cisco Systems Inc. 0.23% 69,874 $3.3M Add +20.9%
ISRG Intuitive Surgical Inc. 0.23% 7,364 $3.3M Add +34.5%
LRCX Lam Research Corp. 0.23% 3,022 $3.2M Add +29.4%
LOW Lowe's Cos Inc. 0.22% 14,057 $3.1M Add +35.6%
SYK Stryker Corp. 0.22% 9,062 $3.1M Add +63.8%
ADI Analog Devices Inc. 0.22% 13,382 $3.1M Add +27.7%
AXP American Express Co. 0.21% 13,099 $3.0M Add +39.1%
ABT Abbott Laboratories 0.21% 28,732 $3.0M Add +27.1%
VZ Verizon Communications Inc. 0.21% 71,967 $3.0M Add +47.2%
ADP Automatic Data Processing 0.20% 12,110 $2.9M Add +24.1%
COP Conocophillips 0.20% 25,059 $2.9M Add +30.1%
HON Honeywell International Inc. 0.19% 12,806 $2.7M Add +44.6%
KLAC KLA Corp. 0.19% 3,239 $2.7M Add +31.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.19% 26,727 $2.7M Add +41.7%
CTAS Cintas Corp. 0.18% 3,734 $2.6M Add +23.5%
VRTX Vertex Pharmaceuticals Inc. 0.18% 5,572 $2.6M Add +39.4%
BKNG Booking Holdings Inc. 0.18% 659 $2.6M Add +35.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.18% 15,061 $2.6M Add +34.3%
BLK BlackRock Finance Inc. 0.18% 3,299 $2.6M Add +45.0%
UBER Uber Technologies Inc. 0.18% 35,589 $2.6M Add +43.2%
TT Trane Technologies PLC 0.18% 7,845 $2.6M Add +28.0%
NEE Nextera Energy Inc. 0.18% 36,342 $2.6M Add +56.4%
RTX RTX Corp. 0.18% 25,293 $2.5M Add +51.4%
SNPS Synopsys Inc. 0.18% 4,258 $2.5M Add +37.6%
MU Micron Technology Inc. 0.18% 19,194 $2.5M Add +36.8%
PH Parker Hannifin Corp. 0.18% 4,912 $2.5M Add +67.7%
MS Morgan Stanley 0.18% 25,539 $2.5M Add +38.9%
UNP Union Pacific Corp. 0.18% 10,968 $2.5M Add +31.2%
BSX Boston Scientific Corp. 0.17% 31,898 $2.5M Add +36.7%

Show all 513 holdings

Portfolio Sells Q1 2024 → Q2 2024
PXD Pioneer Natural Resources Co. Sold out 0.00% −0.12
JQUA JPMorgan US Quality Factor Sold out 0.00% −0.04
IWS iShares Russell Mid-Cap Valu Sold out 0.00% −0.03
DTE DTE Energy Company Reduce -14.3% 0.04% −0.03
TMFM Motley Fool Mid-Cap Growth Sold out 0.00% −0.02
QDEF NT Qual Div Def ETF Sold out 0.00% −0.02
WRB WR Berkley Corp. Sold out 0.00% −0.02
JBL Jabil Inc. Sold out 0.00% −0.02
ONTO Onto Innovation Inc. Sold out 0.00% −0.02
HE Hawaiian Electric Inds Sold out 0.00% −0.01
CHTR Charter Communications Inc. Class A Reduce -11.4% 0.02% −0.01
TSBK Timberland Bancorp Inc. Reduce -5.6% 0.02% −0.01
DTM DT Midstream Inc. Reduce -8.0% 0.02% −0.01
OGE Oge Energy Corp. Reduce -4.7% 0.02% −0.01
RWT Redwood Trust Inc. Sold out 0.00% −0.01
SLCA US Silica Holdings Inc. Reduce -0.0% 0.02% −0.00

Portfolio Buys Q1 2024 → Q2 2024
IGSB iShares 1-5Y Inv Grade Corp. Add +10095.7% 2.29% +2.25
NVDA Nvidia Corp. Add +38.2% 4.07% +0.97
HYMB SS SPDR N Ice HY Muni ETF Add +1059.9% 0.62% +0.54
AAPL Apple Inc. Add +26.8% 4.56% +0.35
FMHI First Trust Municipal High I New 0.28% +0.28
PZA Invesco National Amt-Free Mu New 0.28% +0.28
GOOGL Alphabet Inc. Class A Add +45.5% 1.29% +0.23
GOOG Alphabet Inc. Class C Add +33.9% 1.25% +0.14
LLY Eli Lilly & Co. Add +41.2% 0.98% +0.12
AVGO Broadcom Inc. Add +33.2% 0.96% +0.10
QQQ Invesco QQQ Trust Series 1 New 0.10% +0.10
SPEM State Street SP PTF Em ETF Add +43.7% 1.67% +0.06
NVO Novo-Nordisk A/S-Spons ADR New 0.06% +0.06
XOM Exxon Mobil Corp. Add +58.0% 0.75% +0.06
EFG iShares MSCI Eafe Growth ETF Add +125.5% 0.16% +0.06
MSFT Microsoft Corp. Add +36.7% 4.53% +0.05
VTI VG Morningstar TS MKT ETF-US New 0.04% +0.04
COST Costco Wholesale Corp. Add +35.1% 0.48% +0.04
IWB iShares Russell 1000 ETF New 0.04% +0.04
WMT Walmart Inc. Add +40.1% 0.39% +0.03
BAC Bank of America Corp. Add +51.7% 0.35% +0.03
IVV iShares Core S&P 500 ETF New 0.03% +0.03
AMZN Amazon.com Inc. Add +36.3% 2.14% +0.03
NEE Nextera Energy Inc. Add +56.4% 0.18% +0.03
NUE Nucor Corp. Add +148.3% 0.09% +0.03
QUAL iShares MSCI USA Quality Fac New 0.02% +0.02
ANET Arista Networks Inc. Add +44.7% 0.14% +0.02
FMB First Trust Managed Municipa New 0.02% +0.02
APH Amphenol Corp. Class A Add +42.9% 0.17% +0.02
FNDX Schwab Fndmntl US LRG Co. ETF New 0.02% +0.02
PSA Public Storage Add +107.2% 0.07% +0.02
SCCO Southern Copper Corp. New 0.02% +0.02
TJX TJX Companies Inc. Add +45.4% 0.24% +0.02
XLK SS Technology Select Sector New 0.02% +0.02
AOS Smith (a.o.) Corp. New 0.02% +0.02
PANW Palo Alto Networks Inc. Add +41.0% 0.14% +0.02
SPYG SS SPDR P S&P 500 Growth ETF New 0.02% +0.02
ADBE Adobe Inc. Add +38.6% 0.35% +0.02
GDX Vaneck Gold Miners ETF New 0.02% +0.02
BALL Ball Corp. New 0.02% +0.02
CNI Canadian Natl Railway Co. New 0.02% +0.02
ORI Old Republic Intl Corp. New 0.02% +0.02
TMFG Motley Fool Global Opp New 0.02% +0.02
CRWD CrowdStrike Holdings Inc. Class A Add +35.9% 0.16% +0.02
PEG Public Service Enterprise GP Add +80.3% 0.07% +0.02
FE Firstenergy Corp. New 0.02% +0.02
MDY State Street SPDR S&P Midcap New 0.02% +0.02
CNP Centerpoint Energy Inc. New 0.02% +0.02
GRMN Garmin Ltd. New 0.02% +0.02
IP International Paper Co. New 0.02% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 742$2.7BJMUB, IEFA, NVDA, IEMG, AAPL
Q1 2026 690$2.4BJMUB, IEFA, NVDA, IEMG, AAPL
Q4 2025 662$2.3BJMUB, IEFA, NVDA, AAPL, IEMG
Q3 2025 624$2.2BJMUB, IEFA, NVDA, AAPL, MSFT
Q2 2025 610$1.9BJMUB, IEFA, NVDA, MSFT, IEMG
Q1 2025 574$1.7BJMUB, IEFA, AAPL, IEMG, NVDA
Q4 2024 557$1.6BMUB, VTEB, AAPL, NVDA, IEFA
Q3 2024 555$1.5BMUB, VTEB, AAPL, MSFT, IEFA
Q2 2024 513$1.4BMUB, VTEB, AAPL, MSFT, VEA
Q1 2024 448$983.3MMUB, VTEB, MSFT, AAPL, VEA