Meeder Advisory Services, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Meeder Advisory Services, Inc. reported 557 stock positions worth $1.6 billion. Its top holding was iShares National Muni Bond E (MUB) at 5.3% of the portfolio, followed by Vanguard Tax-Exempt Bond ETF (VTEB, 5.2%) and Apple (AAPL, 5.1%). Compared with Q3 2024, it opened 37 new positions, sold out of 35, added to 295 and reduced 218. The biggest buy was Tesla (TSLA, shares +16%) and the biggest sale Vanguard Ftse Developed ETF (VEA, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- DUBLIN, OH
- CIK
- 0001792167
- Portfolio Value
- $1.6B (Q4 2024)
- SEC Filing
- 0001398344-25-002539 ↗ filed Feb 12, 2025
Holdings Value
Holdings 557 stocks · $1.6B
| MUB iShares National Muni Bond E | 5.25% | 789,869 | $84.2M | Add +10.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 5.21% | 1,666,364 | $83.5M | Add +10.0% |
| AAPL Apple Inc. | 5.05% | 323,157 | $80.9M | Add +2.5% |
| NVDA Nvidia Corp. | 4.20% | 500,918 | $67.3M | Add +4.4% |
| IEFA iShares Core MSCI Eafe ETF | 4.03% | 919,231 | $64.6M | Add +17.3% |
| MSFT Microsoft Corp. | 3.88% | 147,421 | $62.1M | Add +2.4% |
| IEMG iShares Core MSCI Emerging | 3.23% | 989,624 | $51.7M | Add +8.8% |
| VEA Vanguard Ftse Developed ETF | 3.08% | 1,032,252 | $49.4M | Reduce -2.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 2.35% | 729,081 | $37.7M | Add +9.7% |
| AMZN Amazon.com Inc. | 2.33% | 170,356 | $37.4M | Add +5.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.92% | 902,297 | $30.8M | Reduce -3.0% |
| META Meta Platforms Inc. Class A | 1.44% | 39,326 | $23.0M | Add +3.1% |
| SPEM State Street SP PTF Em ETF | 1.40% | 583,833 | $22.4M | Reduce -4.9% |
| AVGO Broadcom Inc. | 1.31% | 90,621 | $21.0M | Add +3.5% |
| GOOGL Alphabet Inc. Class A | 1.28% | 108,267 | $20.5M | Add +3.8% |
| BND Vanguard Total Bond Market | 1.20% | 267,938 | $19.3M | Add +4.0% |
| BIV Vanguard Intermediate-Term B | 1.20% | 257,458 | $19.2M | Add +3.9% |
| TSLA Tesla Inc. | 1.16% | 45,969 | $18.6M | Add +15.5% |
| SGOV iShares 0-3 Month Treasury B | 1.16% | 184,937 | $18.6M | Add +3.5% |
| GOOG Alphabet Inc. Class C | 1.13% | 95,258 | $18.1M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 1.00% | 67,066 | $16.1M | Add +0.4% |
| VWO Vanguard Ftse Emerging Marke | 0.91% | 332,165 | $14.6M | Reduce -2.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.86% | 30,341 | $13.8M | Add +3.4% |
| LLY Eli Lilly & Co. | 0.79% | 16,302 | $12.6M | Add +3.4% |
| VCIT Vanguard Int-Term Corporate | 0.71% | 142,578 | $11.4M | Add +2.4% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.67% | 422,237 | $10.8M | Add +8.6% |
| PG The Procter & Gamble Co. | 0.63% | 60,488 | $10.1M | Add +39.1% |
| XOM Exxon Mobil Corp. | 0.60% | 89,519 | $9.6M | Reduce -0.5% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.59% | 138,696 | $9.4M | Add +2.4% |
| HD Home Depot Inc. | 0.57% | 23,566 | $9.2M | Add +0.2% |
| V Visa Inc. Class A | 0.57% | 28,799 | $9.1M | Add +6.3% |
| NFLX Netflix Inc. | 0.55% | 9,917 | $8.8M | Add +7.7% |
| UNH Unitedhealth Group Inc. | 0.54% | 17,092 | $8.6M | Add +4.1% |
| MA Mastercard Inc. Class A | 0.53% | 16,166 | $8.5M | Add +1.6% |
| IDV iShares International Select | 0.48% | 283,405 | $7.8M | Add +3.5% |
| WMT Walmart Inc. | 0.48% | 85,118 | $7.7M | Add +5.3% |
| COST Costco Wholesale Corp. | 0.48% | 8,380 | $7.7M | Add +3.1% |
| ABBV Abbvie Inc. | 0.43% | 38,984 | $6.9M | Reduce -0.3% |
| ORCL Oracle Corp. | 0.38% | 36,607 | $6.1M | Add +1.4% |
| CRM Salesforce Inc. | 0.36% | 17,167 | $5.7M | Add +7.7% |
| PLTR Palantir Technologies Inc. Class A | 0.34% | 72,033 | $5.4M | Add +94.0% |
| JNJ Johnson & Johnson | 0.34% | 37,359 | $5.4M | Add +2.4% |
| MCD McDonald's Corp. | 0.33% | 18,022 | $5.2M | Add +3.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.32% | 117,075 | $5.1M | Add +0.8% |
| SCHA Schwab US Small-Cap ETF | 0.32% | 195,954 | $5.1M | Add +6.5% |
| FMHI First Trust Municipal High I | 0.31% | 103,792 | $5.0M | Add +9.3% |
| PZA Invesco National Amt-Free Mu | 0.31% | 210,861 | $5.0M | Add +9.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.30% | 19,879 | $4.8M | Reduce -5.7% |
| CVX Chevron Corp. | 0.29% | 32,003 | $4.6M | Reduce -3.9% |
| MRK Merck & Co. Inc. | 0.29% | 46,487 | $4.6M | Reduce -2.3% |
| NOW ServiceNow Inc. | 0.29% | 4,319 | $4.6M | Add +1.1% |
| ETN Eaton Corp. PLC | 0.28% | 13,734 | $4.6M | Add +1.9% |
| CAT Caterpillar Inc. | 0.28% | 12,345 | $4.5M | Add +3.0% |
| GS Goldman Sachs Group Inc. | 0.27% | 7,669 | $4.4M | Add +1.6% |
| WFC Wells Fargo & Co. | 0.27% | 61,516 | $4.3M | Add +2.5% |
| KO The Coca-Cola Co. | 0.27% | 68,842 | $4.3M | Add +2.2% |
| ISRG Intuitive Surgical Inc. | 0.25% | 7,750 | $4.0M | Add +4.9% |
| AXP American Express Co. | 0.25% | 13,547 | $4.0M | Add +0.4% |
| ACN Accenture PLC Class A | 0.25% | 11,421 | $4.0M | Reduce -0.4% |
| IJR iShares Core S&P Small-Cap E | 0.25% | 34,568 | $4.0M | Add +7.7% |
| ADBE Adobe Inc. | 0.25% | 8,933 | $4.0M | Reduce -1.1% |
| EFG iShares MSCI Eafe Growth ETF | 0.25% | 40,570 | $3.9M | Add +35.8% |
| PEP Pepsico Inc. | 0.24% | 25,541 | $3.9M | Reduce -4.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 17,514 | $3.8M | Add +10.5% |
| CSCO Cisco Systems Inc. | 0.24% | 64,991 | $3.8M | Add +3.9% |
| INTU Intuit Inc. | 0.24% | 6,004 | $3.8M | Reduce -0.8% |
| TMO Thermo Fisher Scientific Inc. | 0.23% | 7,084 | $3.7M | Reduce -2.5% |
| LOW Lowe's Cos Inc. | 0.23% | 14,739 | $3.6M | Add +1.0% |
| GE General Electric filed as GE AEROSPACE | 0.23% | 21,653 | $3.6M | Add +0.9% |
| LIN Linde PLC | 0.23% | 8,609 | $3.6M | Add +1.9% |
| ADP Automatic Data Processing | 0.22% | 12,289 | $3.6M | Reduce -0.5% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.22% | 32,956 | $3.5M | Reduce -9.8% |
| BLK BlackRock Inc. | 0.21% | 3,355 | $3.4M | Add +0.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.21% | 28,046 | $3.4M | Add +0.2% |
| AMD Advanced Micro Devices | 0.21% | 27,796 | $3.4M | Add +0.3% |
| AMGN Amgen Inc. | 0.21% | 12,668 | $3.3M | Reduce -0.7% |
| SYK Stryker Corp. | 0.20% | 8,883 | $3.2M | Add +1.5% |
| PM Philip Morris International | 0.20% | 26,322 | $3.2M | Add +10.8% |
| ABT Abbott Laboratories | 0.20% | 27,794 | $3.1M | Add +1.8% |
| BKNG Booking Holdings Inc. | 0.20% | 631 | $3.1M | Reduce -1.7% |
| PH Parker Hannifin Corp. | 0.20% | 4,920 | $3.1M | Reduce -0.4% |
| CMCSA Comcast Corp. Class A | 0.20% | 83,368 | $3.1M | Reduce -3.7% |
| BX Blackstone Inc. | 0.19% | 17,954 | $3.1M | Add +8.9% |
| FISV Fiserv Inc. | 0.19% | 14,904 | $3.1M | Add +0.1% |
| DHR Danaher Corp. | 0.19% | 13,214 | $3.0M | Reduce -5.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.19% | 7,322 | $3.0M | Add +20.4% |
| MS Morgan Stanley | 0.19% | 23,856 | $3.0M | Add +1.2% |
| T AT&T Inc. | 0.18% | 129,123 | $2.9M | Add +12.3% |
| COP Conocophillips | 0.18% | 29,295 | $2.9M | Add +20.3% |
| RTX RTX Corp. | 0.18% | 24,889 | $2.9M | Add +5.0% |
| HON Honeywell International Inc. | 0.18% | 12,424 | $2.8M | Add +1.4% |
| ADI Analog Devices Inc. | 0.18% | 13,209 | $2.8M | Reduce -0.9% |
| BSX Boston Scientific Corp. | 0.17% | 31,265 | $2.8M | Add +1.7% |
| QCOM Qualcomm Inc. | 0.17% | 18,094 | $2.8M | Reduce -0.6% |
| AMAT Applied Materials Inc. | 0.17% | 16,996 | $2.8M | Add +1.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.17% | 24,472 | $2.7M | Add +3.7% |
| VZ Verizon Communications Inc. | 0.17% | 68,049 | $2.7M | Reduce -4.9% |
| C Citigroup Inc. | 0.17% | 38,226 | $2.7M | Add +2.6% |
| SPGI S&P Global Inc. | 0.17% | 5,381 | $2.7M | Add +1.5% |
| CTAS Cintas Corp. | 0.16% | 14,404 | $2.6M | Add +0.7% |
Portfolio Sells Q3 2024 → Q4 2024
| VEA Vanguard Ftse Developed ETF | Reduce -2.8% | 3.08% | −0.55 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -3.0% | 1.92% | −0.34 |
| SPEM State Street SP PTF Em ETF | Reduce -4.9% | 1.40% | −0.24 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.6% | 0.91% | −0.14 |
| XOM Exxon Mobil Corp. | Reduce -0.5% | 0.60% | −0.08 |
| ABBV Abbvie Inc. | Reduce -0.3% | 0.43% | −0.07 |
| XLRE SS Real Estate Select Sector | Sold out | 0.00% | −0.07 |
| CINF Cincinnati Financial Corp. | Reduce -60.8% | 0.04% | −0.06 |
| DHR Danaher Corp. | Reduce -5.2% | 0.19% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -2.3% | 0.29% | −0.06 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.5% | 0.23% | −0.06 |
| AMGN Amgen Inc. | Reduce -0.7% | 0.21% | −0.06 |
| REGN Regeneron Pharmaceuticals | Reduce -12.6% | 0.08% | −0.06 |
| ADBE Adobe Inc. | Reduce -1.1% | 0.25% | −0.05 |
| PEP Pepsico Inc. | Reduce -4.8% | 0.24% | −0.05 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -9.8% | 0.22% | −0.05 |
| ELV Elevance Health Inc. | Reduce -4.8% | 0.09% | −0.05 |
| NEE Nextera Energy Inc. | Reduce -2.8% | 0.15% | −0.04 |
| CMCSA Comcast Corp. Class A | Reduce -3.7% | 0.20% | −0.04 |
| PLD Prologis Inc. | Reduce -11.9% | 0.09% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -4.9% | 0.17% | −0.04 |
| MCHP Microchip Technology Inc. | Reduce -18.8% | 0.04% | −0.03 |
| MPC Marathon Petroleum Corp. | Reduce -7.4% | 0.10% | −0.03 |
| DHI D.R. Horton Inc. | Reduce -0.1% | 0.07% | −0.03 |
| CI The Cigna Group | Reduce -0.5% | 0.10% | −0.03 |
| MRO Marathon Oil Corp. | Sold out | 0.00% | −0.03 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -0.5% | 0.14% | −0.03 |
| FCX Freeport-McMoran Inc. | Reduce -0.8% | 0.08% | −0.03 |
| CVX Chevron Corp. | Reduce -3.9% | 0.29% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -0.6% | 0.17% | −0.03 |
| CVS CVS Health Corp. | Reduce -6.8% | 0.05% | −0.03 |
| NEM Newmont Corp. | Reduce -18.5% | 0.03% | −0.03 |
| NUE Nucor Corp. | Reduce -10.1% | 0.05% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -5.7% | 0.30% | −0.03 |
| ZTS Zoetis Inc. | Reduce -1.8% | 0.10% | −0.03 |
| ADI Analog Devices Inc. | Reduce -0.9% | 0.18% | −0.02 |
| IDXX Idexx Laboratories Inc. | Reduce -19.3% | 0.04% | −0.02 |
| TGT Target Corp. | Reduce -2.4% | 0.09% | −0.02 |
| DOW Dow Inc. | Reduce -1.1% | 0.05% | −0.02 |
| AOS Smith (a.o.) Corp. | Sold out | 0.00% | −0.02 |
| SBUX Starbucks Corp. | Reduce -0.7% | 0.16% | −0.02 |
| PSA Public Storage | Reduce -1.4% | 0.07% | −0.02 |
| TMFG Motley Fool Global Opp | Sold out | 0.00% | −0.02 |
| OVV Ovintiv Inc. | Sold out | 0.00% | −0.02 |
| AGR Avangrid Inc. | Sold out | 0.00% | −0.02 |
| CNC Centene Corp. | Reduce -39.5% | 0.02% | −0.02 |
| IVE iShares S&P 500 Value ETF | Sold out | 0.00% | −0.02 |
| AEP American Electric Power | Reduce -7.0% | 0.07% | −0.02 |
| IQV Iqvia Holdings Inc. | Reduce -7.2% | 0.05% | −0.02 |
| MPWR Monolithic Power Systems Inc. | Reduce -2.3% | 0.03% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| TSLA Tesla Inc. | Add +15.5% | 1.16% | +0.48 |
| NVDA Nvidia Corp. | Add +4.4% | 4.20% | +0.43 |
| AMZN Amazon.com Inc. | Add +5.3% | 2.33% | +0.38 |
| AVGO Broadcom Inc. | Add +3.5% | 1.31% | +0.33 |
| AAPL Apple Inc. | Add +2.5% | 5.05% | +0.29 |
| PLTR Palantir Technologies Inc. Class A | Add +94.0% | 0.34% | +0.25 |
| MUB iShares National Muni Bond E | Add +10.0% | 5.25% | +0.20 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +10.0% | 5.21% | +0.20 |
| GOOGL Alphabet Inc. Class A | Add +3.8% | 1.28% | +0.16 |
| PG The Procter & Gamble Co. | Add +39.1% | 0.63% | +0.15 |
| NFLX Netflix Inc. | Add +7.7% | 0.55% | +0.13 |
| JPM JPMorgan Chase & Co. | Add +0.4% | 1.00% | +0.09 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +9.7% | 2.35% | +0.09 |
| V Visa Inc. Class A | Add +6.3% | 0.57% | +0.09 |
| CRM Salesforce Inc. | Add +7.7% | 0.36% | +0.08 |
| IEFA iShares Core MSCI Eafe ETF | Add +17.3% | 4.03% | +0.07 |
| PRI Primerica Inc. | New | 0.06% | +0.06 |
| WMT Walmart Inc. | Add +5.3% | 0.48% | +0.06 |
| WFC Wells Fargo & Co. | Add +2.5% | 0.27% | +0.05 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | New | 0.05% | +0.05 |
| MRVL Marvell Technology Inc. | Add +7.3% | 0.11% | +0.04 |
| NOW ServiceNow Inc. | Add +1.1% | 0.29% | +0.04 |
| EFG iShares MSCI Eafe Growth ETF | Add +35.8% | 0.25% | +0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +20.4% | 0.19% | +0.04 |
| ABBNY Abb Ltd.-Spon ADR | New | 0.03% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Add +29.1% | 0.12% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +1.6% | 0.27% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +46.4% | 0.11% | +0.03 |
| APP AppLovin Corp. Class A | Add +28.8% | 0.05% | +0.03 |
| BX Blackstone Inc. | Add +8.9% | 0.19% | +0.03 |
| MS Morgan Stanley | Add +1.2% | 0.19% | +0.03 |
| MSTR Strategy Inc. | New | 0.03% | +0.03 |
| UAL United Airlines Holdings Inc. | Add +13.9% | 0.06% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +5.8% | 0.13% | +0.03 |
| ALE Allete Inc. | Add +198.2% | 0.04% | +0.03 |
| GEV GE Vernova Inc. | Add +4.8% | 0.11% | +0.03 |
| CSCO Cisco Systems Inc. | Add +3.9% | 0.24% | +0.02 |
| META Meta Platforms Inc. Class A | Add +3.1% | 1.44% | +0.02 |
| DIS The Walt Disney Co. | Add +3.7% | 0.17% | +0.02 |
| KIM Kimco Realty Corp. | New | 0.02% | +0.02 |
| BAC Bank of America Corp. | Add +0.8% | 0.32% | +0.02 |
| MA Mastercard Inc. Class A | Add +1.6% | 0.53% | +0.02 |
| COF Capital One Financial Corp. | Add +2.7% | 0.14% | +0.02 |
| GILD Gilead Sciences Inc. | Add +8.1% | 0.16% | +0.02 |
| ANET Arista Networks Inc. | Add +3.1% | 0.16% | +0.02 |
| T AT&T Inc. | Add +12.3% | 0.18% | +0.02 |
| ARES Ares Management Corp. Class A | New | 0.02% | +0.02 |
| NI Nisource Inc. | Add +31.2% | 0.07% | +0.02 |
| PNR Pentair PLC | New | 0.02% | +0.02 |
| ITT Itt Inc. | New | 0.02% | +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 |