Meeder Advisory Services, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 7, 2024), Meeder Advisory Services, Inc. reported 555 stock positions worth $1.5 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, 5.0%) and Apple (AAPL, 4.8%). Compared with Q2 2024, it opened 59 new positions, sold out of 17, added to 264 and reduced 223. The biggest buy was a new position in iShares 0-3 Month Treasury B (SGOV) and the biggest sale Vanguard Ftse Developed ETF (VEA, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- DUBLIN, OH
- CIK
- 0001792167
- Portfolio Value
- $1.5B (Q3 2024)
- SEC Filing
- 0001398344-24-020228 ↗ filed Nov 7, 2024
Holdings Value
Holdings 555 stocks · $1.5B
| MUB iShares National Muni Bond E | 5.05% | 718,056 | $78.0M | Add +6.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 5.01% | 1,514,512 | $77.4M | Add +5.8% |
| AAPL Apple Inc. | 4.76% | 315,416 | $73.5M | Add +3.1% |
| MSFT Microsoft Corp. | 4.01% | 143,970 | $62.0M | Add +0.4% |
| IEFA iShares Core MSCI Eafe ETF | 3.96% | 783,997 | $61.2M | Add +8.6% |
| NVDA Nvidia Corp. | 3.77% | 479,954 | $58.3M | Add +3.0% |
| VEA Vanguard Ftse Developed ETF | 3.63% | 1,061,538 | $56.1M | Reduce -8.9% |
| IEMG iShares Core MSCI Emerging | 3.38% | 909,209 | $52.2M | Add +5.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 2.27% | 664,654 | $35.0M | Add +5.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.26% | 929,931 | $34.9M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 1.95% | 161,860 | $30.2M | Add +3.4% |
| SPEM State Street SP PTF Em ETF | 1.64% | 613,979 | $25.3M | Reduce -1.9% |
| META Meta Platforms Inc. Class A | 1.41% | 38,135 | $21.8M | Reduce -0.7% |
| BIV Vanguard Intermediate-Term B | 1.26% | 247,800 | $19.4M | Add +8.4% |
| BND Vanguard Total Bond Market | 1.25% | 257,653 | $19.4M | Add +8.3% |
| SGOV iShares 0-3 Month Treasury B | 1.17% | 178,657 | $18.0M | New |
| GOOGL Alphabet Inc. Class A | 1.12% | 104,326 | $17.3M | Add +3.9% |
| VWO Vanguard Ftse Emerging Marke | 1.06% | 341,066 | $16.3M | Reduce -7.5% |
| GOOG Alphabet Inc. Class C | 1.03% | 95,325 | $15.9M | Reduce -0.7% |
| AVGO Broadcom Inc. | 0.98% | 87,561 | $15.1M | Add +3.1% |
| JPM JPMorgan Chase & Co. | 0.91% | 66,777 | $14.1M | Reduce -0.9% |
| LLY Eli Lilly & Co. | 0.90% | 15,761 | $14.0M | Add +2.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.87% | 29,350 | $13.5M | Reduce -2.7% |
| VCIT Vanguard Int-Term Corporate | 0.75% | 139,205 | $11.7M | Add +8.3% |
| XOM Exxon Mobil Corp. | 0.68% | 89,977 | $10.5M | Reduce -1.8% |
| TSLA Tesla Inc. | 0.67% | 39,794 | $10.4M | Add +9.0% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.66% | 388,851 | $10.2M | Add +13.0% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.64% | 135,503 | $9.9M | Add +13.9% |
| UNH Unitedhealth Group Inc. | 0.62% | 16,424 | $9.6M | Add +9.5% |
| HD Home Depot Inc. | 0.62% | 23,521 | $9.5M | Add +1.9% |
| IDV iShares International Select | 0.54% | 273,835 | $8.3M | Add +15.3% |
| MA Mastercard Inc. Class A | 0.51% | 15,918 | $7.9M | Add +2.6% |
| ABBV Abbvie Inc. | 0.50% | 39,122 | $7.7M | Add +3.1% |
| PG The Procter & Gamble Co. | 0.49% | 43,492 | $7.5M | Reduce -1.6% |
| V Visa Inc. Class A | 0.48% | 27,087 | $7.4M | Add +0.1% |
| COST Costco Wholesale Corp. | 0.47% | 8,131 | $7.2M | Add +2.1% |
| NFLX Netflix Inc. | 0.42% | 9,211 | $6.5M | Reduce -0.6% |
| WMT Walmart Inc. | 0.42% | 80,870 | $6.5M | Add +0.6% |
| ORCL Oracle Corp. | 0.40% | 36,097 | $6.2M | Add +4.9% |
| JNJ Johnson & Johnson | 0.38% | 36,477 | $5.9M | Add +1.1% |
| MRK Merck & Co. Inc. | 0.35% | 47,594 | $5.4M | Reduce -4.0% |
| MCD McDonald's Corp. | 0.34% | 17,395 | $5.3M | Add +6.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.32% | 21,075 | $5.0M | Add +1.9% |
| CVX Chevron Corp. | 0.32% | 33,288 | $4.9M | Reduce -8.3% |
| KO The Coca-Cola Co. | 0.31% | 67,354 | $4.8M | Add +10.2% |
| SCHA Schwab US Small-Cap ETF | 0.31% | 91,984 | $4.7M | Add +7.0% |
| FMHI First Trust Municipal High I | 0.30% | 94,973 | $4.7M | Add +14.1% |
| CAT Caterpillar Inc. | 0.30% | 11,991 | $4.7M | Add +0.0% |
| ADBE Adobe Inc. | 0.30% | 9,034 | $4.7M | Add +0.8% |
| PZA Invesco National Amt-Free Mu | 0.30% | 192,967 | $4.7M | Add +14.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.30% | 116,189 | $4.6M | Reduce -5.6% |
| PEP Pepsico Inc. | 0.30% | 26,834 | $4.6M | Add +0.1% |
| AMD Advanced Micro Devices | 0.29% | 27,714 | $4.5M | Reduce -2.4% |
| TMO Thermo Fisher Scientific Inc. | 0.29% | 7,265 | $4.5M | Reduce -2.0% |
| ETN Eaton Corp. PLC | 0.29% | 13,473 | $4.5M | Reduce -0.1% |
| CRM Salesforce Inc. | 0.28% | 15,935 | $4.4M | Reduce -1.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.27% | 36,552 | $4.1M | Add +17.3% |
| AMGN Amgen Inc. | 0.27% | 12,756 | $4.1M | Reduce -1.3% |
| ACN Accenture PLC Class A | 0.26% | 11,471 | $4.1M | Add +1.9% |
| GE General Electric filed as GE AEROSPACE | 0.26% | 21,466 | $4.0M | Reduce -2.4% |
| LIN Linde PLC | 0.26% | 8,450 | $4.0M | Reduce -4.2% |
| LOW Lowe's Cos Inc. | 0.26% | 14,593 | $4.0M | Add +3.8% |
| DHR Danaher Corp. | 0.25% | 13,939 | $3.9M | Reduce -0.4% |
| NOW ServiceNow Inc. | 0.25% | 4,273 | $3.8M | Add +1.0% |
| INTU Intuit Inc. | 0.24% | 6,051 | $3.8M | Add +3.6% |
| IJR iShares Core S&P Small-Cap E | 0.24% | 32,098 | $3.8M | Reduce -8.3% |
| GS Goldman Sachs Group Inc. | 0.24% | 7,545 | $3.7M | Reduce -0.1% |
| AXP American Express Co. | 0.24% | 13,499 | $3.7M | Add +3.0% |
| ISRG Intuitive Surgical Inc. | 0.23% | 7,386 | $3.6M | Add +0.3% |
| CMCSA Comcast Corp. Class A | 0.23% | 86,579 | $3.6M | Reduce -4.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.23% | 15,849 | $3.5M | Add +5.2% |
| ADP Automatic Data Processing | 0.22% | 12,351 | $3.4M | Add +2.0% |
| AMAT Applied Materials Inc. | 0.22% | 16,804 | $3.4M | Reduce -3.5% |
| WFC Wells Fargo & Co. | 0.22% | 59,998 | $3.4M | Reduce -6.2% |
| CSCO Cisco Systems Inc. | 0.22% | 62,539 | $3.3M | Reduce -10.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.21% | 27,996 | $3.3M | Reduce -9.4% |
| EFG iShares MSCI Eafe Growth ETF | 0.21% | 29,870 | $3.2M | Add +37.2% |
| VZ Verizon Communications Inc. | 0.21% | 71,538 | $3.2M | Reduce -0.6% |
| BLK BlackRock Finance Inc. | 0.21% | 3,345 | $3.2M | Add +1.4% |
| SYK Stryker Corp. | 0.20% | 8,750 | $3.2M | Reduce -3.4% |
| PH Parker Hannifin Corp. | 0.20% | 4,941 | $3.1M | Add +0.6% |
| ABT Abbott Laboratories | 0.20% | 27,292 | $3.1M | Reduce -5.0% |
| QCOM Qualcomm Inc. | 0.20% | 18,195 | $3.1M | Reduce -3.4% |
| ADI Analog Devices Inc. | 0.20% | 13,334 | $3.1M | Reduce -0.4% |
| NEE Nextera Energy Inc. | 0.19% | 35,255 | $3.0M | Reduce -3.0% |
| CTAS Cintas Corp. | 0.19% | 14,309 | $2.9M | Reduce -4.2% |
| PM Philip Morris International | 0.19% | 23,753 | $2.9M | Add +5.6% |
| LMT Lockheed Martin Corp. | 0.19% | 4,926 | $2.9M | Add +1.5% |
| RTX RTX Corp. | 0.19% | 23,698 | $2.9M | Reduce -6.3% |
| SBUX Starbucks Corp. | 0.18% | 28,853 | $2.8M | Reduce -5.3% |
| SPGI S&P Global Inc. | 0.18% | 5,303 | $2.7M | Add +0.8% |
| UNP Union Pacific Corp. | 0.18% | 11,099 | $2.7M | Add +1.2% |
| BKNG Booking Holdings Inc. | 0.18% | 642 | $2.7M | Reduce -2.6% |
| FISV Fiserv Inc. | 0.17% | 14,890 | $2.7M | Reduce -1.1% |
| UBER Uber Technologies Inc. | 0.17% | 35,574 | $2.7M | Reduce -0.0% |
| TT Trane Technologies PLC | 0.17% | 6,746 | $2.6M | Reduce -14.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.17% | 5,634 | $2.6M | Add +1.1% |
| BSX Boston Scientific Corp. | 0.17% | 30,737 | $2.6M | Reduce -3.6% |
| COP Conocophillips | 0.17% | 24,361 | $2.6M | Reduce -2.8% |
| CB Chubb Ltd. | 0.17% | 8,851 | $2.6M | Reduce -1.7% |
Portfolio Sells Q2 2024 → Q3 2024
| VEA Vanguard Ftse Developed ETF | Reduce -8.9% | 3.63% | −0.45 |
| JEPI JPMorgan Equity Premium Inco | Sold out | 0.00% | −0.29 |
| GOOG Alphabet Inc. Class C | Reduce -0.7% | 1.03% | −0.21 |
| VWO Vanguard Ftse Emerging Marke | Reduce -7.5% | 1.06% | −0.09 |
| MRK Merck & Co. Inc. | Reduce -4.0% | 0.35% | −0.08 |
| CVX Chevron Corp. | Reduce -8.3% | 0.32% | −0.08 |
| AMAT Applied Materials Inc. | Reduce -3.5% | 0.22% | −0.07 |
| LRCX Lam Research Corp. | Reduce -1.3% | 0.16% | −0.07 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -0.8% | 2.26% | −0.07 |
| QCOM Qualcomm Inc. | Reduce -3.4% | 0.20% | −0.07 |
| XOM Exxon Mobil Corp. | Reduce -1.8% | 0.68% | −0.06 |
| INTC Intel Corp. | Reduce -16.8% | 0.08% | −0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -2.8% | 0.11% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -0.9% | 0.91% | −0.05 |
| WFC Wells Fargo & Co. | Reduce -6.2% | 0.22% | −0.05 |
| BAC Bank of America Corp. | Reduce -5.6% | 0.30% | −0.05 |
| DIS The Walt Disney Co. | Reduce -11.7% | 0.15% | −0.04 |
| CDNS Cadence Design SYS Inc. | Reduce -4.7% | 0.13% | −0.04 |
| MCK McKesson Corp. | Reduce -2.3% | 0.12% | −0.04 |
| COP Conocophillips | Reduce -2.8% | 0.17% | −0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -42.3% | 0.03% | −0.04 |
| DXCM Dexcom Inc. | Reduce -22.3% | 0.02% | −0.03 |
| BA The Boeing Co. | Reduce -2.4% | 0.09% | −0.03 |
| AMD Advanced Micro Devices | Reduce -2.4% | 0.29% | −0.03 |
| KLAC KLA Corp. | Reduce -2.7% | 0.16% | −0.03 |
| HON Honeywell International Inc. | Reduce -4.3% | 0.16% | −0.03 |
| MRNA Moderna Inc. | Sold out | 0.00% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -1.6% | 0.49% | −0.03 |
| TJX TJX Companies Inc. | Reduce -9.4% | 0.21% | −0.03 |
| SPEM State Street SP PTF Em ETF | Reduce -1.9% | 1.64% | −0.03 |
| SCHW Schwab (charles) Corp. | Reduce -4.9% | 0.09% | −0.03 |
| SLB SLB Ltd. | Reduce -4.4% | 0.09% | −0.03 |
| APH Amphenol Corp. Class A | Reduce -4.4% | 0.15% | −0.03 |
| F Ford Motor Co. | Reduce -13.8% | 0.05% | −0.03 |
| EW Edwards Lifesciences Corp. | Reduce -8.2% | 0.04% | −0.03 |
| ABNB Airbnb Inc. Class A | Reduce -6.9% | 0.06% | −0.03 |
| DG Dollar General Corp. | Sold out | 0.00% | −0.02 |
| MPC Marathon Petroleum Corp. | Reduce -1.0% | 0.13% | −0.02 |
| VLO Valero Energy Corp. | Reduce -7.7% | 0.06% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -8.3% | 0.24% | −0.02 |
| AMGN Amgen Inc. | Reduce -1.3% | 0.27% | −0.02 |
| SLCA US Silica Holdings Inc. | Sold out | 0.00% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -10.5% | 0.22% | −0.02 |
| ELV Elevance Health Inc. | Reduce -0.3% | 0.14% | −0.02 |
| NFLX Netflix Inc. | Reduce -0.6% | 0.42% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -13.4% | 0.08% | −0.02 |
| MCHP Microchip Technology Inc. | Reduce -0.2% | 0.07% | −0.02 |
| PRU Prudential Financial Inc. | Reduce -15.1% | 0.07% | −0.02 |
| CNP Centerpoint Energy Inc. | Sold out | 0.00% | −0.02 |
| GM General Motors Co. | Reduce -8.0% | 0.08% | −0.02 |
Portfolio Buys Q2 2024 → Q3 2024
| SGOV iShares 0-3 Month Treasury B | New | 1.17% | +1.17 |
| IEFA iShares Core MSCI Eafe ETF | Add +8.6% | 3.96% | +0.25 |
| AAPL Apple Inc. | Add +3.1% | 4.76% | +0.20 |
| TSLA Tesla Inc. | Add +9.0% | 0.67% | +0.16 |
| IEMG iShares Core MSCI Emerging | Add +5.4% | 3.38% | +0.11 |
| CINF Cincinnati Financial Corp. | Add +327.9% | 0.11% | +0.08 |
| UNH Unitedhealth Group Inc. | Add +9.5% | 0.62% | +0.08 |
| IDV iShares International Select | Add +15.3% | 0.54% | +0.07 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +13.9% | 0.64% | +0.07 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +81.2% | 0.14% | +0.06 |
| HD Home Depot Inc. | Add +1.9% | 0.62% | +0.06 |
| ORCL Oracle Corp. | Add +4.9% | 0.40% | +0.05 |
| EFG iShares MSCI Eafe Growth ETF | Add +37.2% | 0.21% | +0.05 |
| MCD McDonald's Corp. | Add +6.5% | 0.34% | +0.05 |
| DFAC Dimensional US Core Equity 2 | New | 0.05% | +0.05 |
| BIV Vanguard Intermediate-Term B | Add +8.4% | 1.26% | +0.05 |
| IBM Intl Business Machines Corp. | Add +5.2% | 0.23% | +0.04 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +13.0% | 0.66% | +0.04 |
| ABBV Abbvie Inc. | Add +3.1% | 0.50% | +0.04 |
| BND Vanguard Total Bond Market | Add +8.3% | 1.25% | +0.04 |
| KO The Coca-Cola Co. | Add +10.2% | 0.31% | +0.04 |
| WMT Walmart Inc. | Add +0.6% | 0.42% | +0.04 |
| SCHG Schwab US Large-Cap Growth | New | 0.04% | +0.04 |
| LOW Lowe's Cos Inc. | Add +3.8% | 0.26% | +0.04 |
| DVY iShares Select Dividend ETF | New | 0.03% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +16.1% | 0.09% | +0.03 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +17.3% | 0.27% | +0.03 |
| BX Blackstone Inc. | Add +6.8% | 0.16% | +0.03 |
| VCIT Vanguard Int-Term Corporate | Add +8.3% | 0.75% | +0.03 |
| GEV GE Vernova Inc. | Add +8.9% | 0.08% | +0.03 |
| VST Vistra Corp. | New | 0.03% | +0.03 |
| PH Parker Hannifin Corp. | Add +0.6% | 0.20% | +0.03 |
| LMT Lockheed Martin Corp. | Add +1.5% | 0.19% | +0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.03% | +0.03 |
| PM Philip Morris International | Add +5.6% | 0.19% | +0.03 |
| MA Mastercard Inc. Class A | Add +2.6% | 0.51% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | New | 0.02% | +0.02 |
| CRH CRH PLC | New | 0.02% | +0.02 |
| AXP American Express Co. | Add +3.0% | 0.24% | +0.02 |
| EFX Equifax Inc. | Add +30.2% | 0.07% | +0.02 |
| BLK BlackRock Finance Inc. | Add +1.4% | 0.21% | +0.02 |
| SECT Main Sector Rotation ETF | Add +156.4% | 0.04% | +0.02 |
| CAT Caterpillar Inc. | Add +0.0% | 0.30% | +0.02 |
| ACN Accenture PLC Class A | Add +1.9% | 0.26% | +0.02 |
| DHI D.R. Horton Inc. | Add +1.5% | 0.10% | +0.02 |
| PZA Invesco National Amt-Free Mu | Add +14.9% | 0.30% | +0.02 |
| SCHF Schwab Intl Equity ETF | Add +56.6% | 0.06% | +0.02 |
| SW Smurfit Westrock PLC | New | 0.02% | +0.02 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.02% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +64.0% | 0.05% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 742 | $2.7B | JMUB, IEFA, NVDA, IEMG, AAPL |
| Q1 2026 | 690 | $2.4B | JMUB, IEFA, NVDA, IEMG, AAPL |
| Q4 2025 | 662 | $2.3B | JMUB, IEFA, NVDA, AAPL, IEMG |
| Q3 2025 | 624 | $2.2B | JMUB, IEFA, NVDA, AAPL, MSFT |
| Q2 2025 | 610 | $1.9B | JMUB, IEFA, NVDA, MSFT, IEMG |
| Q1 2025 | 574 | $1.7B | JMUB, IEFA, AAPL, IEMG, NVDA |
| Q4 2024 | 557 | $1.6B | MUB, VTEB, AAPL, NVDA, IEFA |
| Q3 2024 | 555 | $1.5B | MUB, VTEB, AAPL, MSFT, IEFA |
| Q2 2024 | 513 | $1.4B | MUB, VTEB, AAPL, MSFT, VEA |
| Q1 2024 | 448 | $983.3M | MUB, VTEB, MSFT, AAPL, VEA |