Meeder Advisory Services, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Meeder Advisory Services, Inc. reported 574 stock positions worth $1.7 billion. Its top holding was JPMorgan Municipal ETF (JMUB) at 7.6% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 4.9%) and Apple (AAPL, 4.5%). Compared with Q4 2024, it opened 44 new positions, sold out of 27, added to 380 and reduced 141. The biggest buy was a new position in JPMorgan Municipal ETF (JMUB) and the biggest sale iShares National Muni Bond E (MUB, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- DUBLIN, OH
- CIK
- 0001792167
- Portfolio Value
- $1.7B (Q1 2025)
- SEC Filing
- 0001398344-25-008926 ↗ filed May 7, 2025
Holdings Value
Holdings 574 stocks · $1.7B
| JMUB JPMorgan Municipal ETF | 7.59% | 2,531,748 | $126.6M | New |
| IEFA iShares Core MSCI Eafe ETF | 4.90% | 1,080,282 | $81.7M | Add +17.5% |
| AAPL Apple Inc. | 4.48% | 336,387 | $74.7M | Add +4.1% |
| IEMG iShares Core MSCI Emerging | 3.61% | 1,114,344 | $60.1M | Add +12.6% |
| NVDA Nvidia Corp. | 3.55% | 546,080 | $59.2M | Add +9.0% |
| MSFT Microsoft Corp. | 3.34% | 148,517 | $55.8M | Add +0.7% |
| VEA Vanguard Ftse Developed ETF | 3.10% | 1,017,938 | $51.7M | Reduce -1.4% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 2.45% | 1,705,515 | $40.9M | New |
| IGSB iShares 1-5Y Inv Grade Corp. | 2.36% | 749,885 | $39.3M | Add +2.9% |
| AMZN Amazon.com Inc. | 2.06% | 180,457 | $34.3M | Add +5.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.91% | 872,301 | $31.8M | Reduce -3.3% |
| META Meta Platforms Inc. Class A | 1.49% | 43,021 | $24.8M | Add +9.4% |
| SGOV iShares 0-3 Month Treasury B | 1.38% | 228,176 | $23.0M | Add +23.4% |
| SPEM State Street SP PTF Em ETF | 1.34% | 568,742 | $22.4M | Reduce -2.6% |
| BIV Vanguard Intermediate-Term B | 1.18% | 257,909 | $19.7M | Add +0.2% |
| BND Vanguard Total Bond Market | 1.18% | 267,980 | $19.7M | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 1.05% | 112,999 | $17.5M | Add +4.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.04% | 32,506 | $17.3M | Add +7.1% |
| JPM JPMorgan Chase & Co. | 1.03% | 69,921 | $17.2M | Add +4.3% |
| AVGO Broadcom Inc. | 0.99% | 98,120 | $16.4M | Add +8.3% |
| GOOG Alphabet Inc. Class C | 0.96% | 102,944 | $16.1M | Add +8.1% |
| VWO Vanguard Ftse Emerging Marke | 0.89% | 329,016 | $14.9M | Reduce -0.9% |
| LLY Eli Lilly & Co. | 0.84% | 16,948 | $14.0M | Add +4.0% |
| TSLA Tesla Inc. | 0.73% | 47,127 | $12.2M | Add +2.5% |
| VCIT Vanguard Int-Term Corporate | 0.70% | 143,336 | $11.7M | Add +0.5% |
| XOM Exxon Mobil Corp. | 0.67% | 94,372 | $11.2M | Add +5.4% |
| V Visa Inc. Class A | 0.67% | 31,741 | $11.1M | Add +10.2% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.66% | 439,406 | $11.1M | Add +4.1% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.66% | 149,557 | $11.0M | Add +7.8% |
| PG The Procter & Gamble Co. | 0.64% | 62,559 | $10.7M | Add +3.4% |
| NFLX Netflix Inc. | 0.59% | 10,500 | $9.8M | Add +5.9% |
| MA Mastercard Inc. Class A | 0.57% | 17,442 | $9.6M | Add +7.9% |
| IDV iShares International Select | 0.57% | 305,117 | $9.5M | Add +7.7% |
| ABBV Abbvie Inc. | 0.54% | 43,359 | $9.1M | Add +11.2% |
| UNH Unitedhealth Group Inc. | 0.54% | 17,240 | $9.0M | Add +0.9% |
| COST Costco Wholesale Corp. | 0.51% | 9,056 | $8.6M | Add +8.1% |
| HD Home Depot Inc. | 0.51% | 23,359 | $8.6M | Reduce -0.9% |
| WMT Walmart Inc. | 0.48% | 90,622 | $8.0M | Add +6.5% |
| JNJ Johnson & Johnson | 0.44% | 44,394 | $7.4M | Add +18.8% |
| MCD McDonald's Corp. | 0.37% | 19,577 | $6.1M | Add +8.6% |
| PLTR Palantir Technologies Inc. Class A | 0.36% | 70,833 | $6.0M | Reduce -1.7% |
| KO The Coca-Cola Co. | 0.34% | 78,350 | $5.6M | Add +13.8% |
| CVX Chevron Corp. | 0.33% | 33,368 | $5.6M | Add +4.3% |
| FMHI First Trust Municipal High I | 0.33% | 116,264 | $5.6M | Add +12.0% |
| PZA Invesco National Amt-Free Mu | 0.33% | 239,137 | $5.5M | Add +13.4% |
| ORCL Oracle Corp. | 0.31% | 36,432 | $5.1M | Reduce -0.5% |
| SCHA Schwab US Small-Cap ETF | 0.30% | 214,739 | $5.0M | Add +9.6% |
| GE General Electric filed as GE AEROSPACE | 0.30% | 25,104 | $5.0M | Add +15.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 19,909 | $5.0M | Add +13.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.30% | 118,096 | $4.9M | Add +0.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.30% | 22,216 | $4.9M | Add +11.8% |
| CRM Salesforce Inc. | 0.29% | 17,820 | $4.8M | Add +3.8% |
| PM Philip Morris International | 0.28% | 29,560 | $4.7M | Add +12.3% |
| WFC Wells Fargo & Co. | 0.28% | 64,903 | $4.7M | Add +5.5% |
| LIN Linde PLC | 0.28% | 9,985 | $4.6M | Add +16.0% |
| CSCO Cisco Systems Inc. | 0.27% | 73,251 | $4.5M | Add +12.7% |
| AMGN Amgen Inc. | 0.26% | 14,140 | $4.4M | Add +11.6% |
| MRK Merck & Co. Inc. | 0.26% | 49,026 | $4.4M | Add +5.5% |
| EFG iShares MSCI Eafe Growth ETF | 0.26% | 43,735 | $4.4M | Add +7.8% |
| NOW ServiceNow Inc. | 0.26% | 5,449 | $4.3M | Add +26.2% |
| GS Goldman Sachs Group Inc. | 0.26% | 7,928 | $4.3M | Add +3.4% |
| ABT Abbott Laboratories | 0.25% | 30,943 | $4.1M | Add +11.3% |
| CAT Caterpillar Inc. | 0.24% | 12,208 | $4.0M | Reduce -1.1% |
| ISRG Intuitive Surgical Inc. | 0.24% | 8,081 | $4.0M | Add +4.3% |
| T AT&T Inc. | 0.24% | 140,641 | $4.0M | Add +8.9% |
| ADP Automatic Data Processing | 0.24% | 12,920 | $3.9M | Add +5.1% |
| ETN Eaton Corp. PLC | 0.24% | 14,477 | $3.9M | Add +5.4% |
| PEP Pepsico Inc. | 0.23% | 25,603 | $3.8M | Add +0.2% |
| INTU Intuit Inc. | 0.23% | 6,189 | $3.8M | Add +3.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.22% | 34,199 | $3.7M | Add +3.8% |
| AXP American Express Co. | 0.22% | 13,775 | $3.7M | Add +1.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.22% | 30,030 | $3.7M | Add +7.1% |
| TMO Thermo Fisher Scientific Inc. | 0.22% | 7,296 | $3.6M | Add +3.0% |
| VZ Verizon Communications Inc. | 0.22% | 79,974 | $3.6M | Add +17.5% |
| ACN Accenture PLC Class A | 0.21% | 11,411 | $3.6M | Reduce -0.1% |
| RTX RTX Corp. | 0.21% | 26,637 | $3.5M | Add +7.0% |
| FISV Fiserv Inc. | 0.21% | 15,713 | $3.5M | Add +5.4% |
| BSX Boston Scientific Corp. | 0.21% | 34,160 | $3.4M | Add +9.3% |
| SYK Stryker Corp. | 0.20% | 9,168 | $3.4M | Add +3.2% |
| LOW Lowe's Cos Inc. | 0.20% | 14,606 | $3.4M | Reduce -0.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.20% | 9,108 | $3.4M | Add +24.4% |
| CTAS Cintas Corp. | 0.20% | 16,247 | $3.3M | Add +12.8% |
| GILD Gilead Sciences Inc. | 0.20% | 29,794 | $3.3M | Add +7.4% |
| IJR iShares Core S&P Small-Cap E | 0.20% | 31,812 | $3.3M | Reduce -8.0% |
| BLK BlackRock Inc. | 0.20% | 3,488 | $3.3M | Add +4.0% |
| TMUS T-Mobile US Inc. | 0.20% | 12,241 | $3.3M | Add +17.4% |
| ADBE Adobe Inc. | 0.20% | 8,492 | $3.3M | Reduce -4.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.19% | 18,762 | $3.2M | Add +27.4% |
| QCOM Qualcomm Inc. | 0.19% | 20,461 | $3.1M | Add +13.1% |
| PGR Progressive Corp. | 0.19% | 10,931 | $3.1M | Add +8.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.18% | 6,360 | $3.1M | Add +13.4% |
| PH Parker Hannifin Corp. | 0.18% | 5,036 | $3.1M | Add +2.4% |
| SPGI S&P Global Inc. | 0.18% | 6,017 | $3.1M | Add +11.8% |
| UBER Uber Technologies Inc. | 0.18% | 41,652 | $3.0M | Add +12.8% |
| BKNG Booking Holdings Inc. | 0.18% | 656 | $3.0M | Add +4.0% |
| COP Conocophillips | 0.18% | 28,306 | $3.0M | Reduce -3.4% |
| MS Morgan Stanley | 0.18% | 25,258 | $2.9M | Add +5.9% |
| ADI Analog Devices Inc. | 0.18% | 14,545 | $2.9M | Add +10.1% |
| C Citigroup Inc. | 0.17% | 40,772 | $2.9M | Add +6.7% |
| CMCSA Comcast Corp. Class A | 0.17% | 77,785 | $2.9M | Reduce -6.7% |
Portfolio Sells Q4 2024 → Q1 2025
| MUB iShares National Muni Bond E | Reduce -96.7% | 0.17% | −5.09 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -96.7% | 0.17% | −5.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -68.7% | 0.03% | −0.08 |
| ORCL Oracle Corp. | Reduce -0.5% | 0.31% | −0.08 |
| HD Home Depot Inc. | Reduce -0.9% | 0.51% | −0.06 |
| SPEM State Street SP PTF Em ETF | Reduce -2.6% | 1.34% | −0.06 |
| TTD Trade Desk Inc./the Class A | Reduce -28.6% | 0.03% | −0.05 |
| MRVL Marvell Technology Inc. | Reduce -2.3% | 0.06% | −0.05 |
| ADBE Adobe Inc. | Reduce -4.9% | 0.20% | −0.05 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Sold out | 0.00% | −0.05 |
| IJR iShares Core S&P Small-Cap E | Reduce -8.0% | 0.20% | −0.05 |
| AMD Advanced Micro Devices | Reduce -6.0% | 0.16% | −0.05 |
| CAT Caterpillar Inc. | Reduce -1.1% | 0.24% | −0.04 |
| ACN Accenture PLC Class A | Reduce -0.1% | 0.21% | −0.04 |
| DHR Danaher Corp. | Reduce -5.2% | 0.15% | −0.04 |
| ILTB iShares Core 10+ Year Usd Bo | Sold out | 0.00% | −0.03 |
| FDX FedEx Corp. | Reduce -7.7% | 0.09% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.02 |
| SNPS Synopsys Inc. | Reduce -1.9% | 0.12% | −0.02 |
| TGT Target Corp. | Reduce -0.5% | 0.07% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -6.7% | 0.17% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -0.9% | 0.20% | −0.02 |
| EQIX Equinix Inc. | Reduce -1.6% | 0.10% | −0.02 |
| XYZ Block Inc. | Reduce -22.9% | 0.02% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.9% | 0.89% | −0.02 |
| REGN Regeneron Pharmaceuticals | Reduce -12.3% | 0.06% | −0.02 |
| SW Smurfit Westrock PLC | Sold out | 0.00% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.02 |
| STZ Constellation Brands Inc. Class A | Reduce -10.0% | 0.05% | −0.02 |
| PYPL PayPal Holdings Inc. | Reduce -1.1% | 0.05% | −0.02 |
| DLR Digital Realty Trust Inc. | Reduce -1.9% | 0.06% | −0.02 |
| ITOT iShares Core S&P Total U.S. | Sold out | 0.00% | −0.02 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -3.3% | 1.91% | −0.02 |
| DDOG Datadog Inc. Class A | Reduce -1.5% | 0.03% | −0.02 |
| ZBRA Zebra Technologies Corp. Class A | Sold out | 0.00% | −0.02 |
| ON On Semiconductor | Sold out | 0.00% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -25.8% | 0.03% | −0.02 |
| MDY State Street SPDR S&P Midcap | Sold out | 0.00% | −0.02 |
| ONTO Onto Innovation Inc. | Sold out | 0.00% | −0.02 |
| WHR Whirlpool Corp. | Sold out | 0.00% | −0.02 |
| CSX CSX Corp. | Reduce -4.1% | 0.08% | −0.02 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -9.2% | 0.06% | −0.02 |
| BALL Ball Corp. | Sold out | 0.00% | −0.01 |
| UPS United Parcel Service Class B | Reduce -3.0% | 0.06% | −0.01 |
| UTHR United Therapeutics Corp. | Sold out | 0.00% | −0.01 |
| SRE Sempra | Reduce -0.7% | 0.05% | −0.01 |
| AFG American Financial Group Inc. | Sold out | 0.00% | −0.01 |
| FIS Fidelity National Info Serv | Reduce -12.3% | 0.05% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| JMUB JPMorgan Municipal ETF | New | 7.59% | +7.59 |
| MMIT Nylim Mackay Muni Intermedia | New | 2.45% | +2.45 |
| IEFA iShares Core MSCI Eafe ETF | Add +17.5% | 4.90% | +0.87 |
| IEMG iShares Core MSCI Emerging | Add +12.6% | 3.61% | +0.38 |
| SGOV iShares 0-3 Month Treasury B | Add +23.4% | 1.38% | +0.22 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +7.1% | 1.04% | +0.18 |
| OBT Orange County Bancorp Inc. | New | 0.16% | +0.16 |
| ABBV Abbvie Inc. | Add +11.2% | 0.54% | +0.11 |
| JNJ Johnson & Johnson | Add +18.8% | 0.44% | +0.10 |
| V Visa Inc. Class A | Add +10.2% | 0.67% | +0.10 |
| PM Philip Morris International | Add +12.3% | 0.28% | +0.08 |
| IDV iShares International Select | Add +7.7% | 0.57% | +0.08 |
| GE General Electric | Add +15.9% | 0.30% | +0.08 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +7.8% | 0.66% | +0.07 |
| XOM Exxon Mobil Corp. | Add +5.4% | 0.67% | +0.07 |
| KO The Coca-Cola Co. | Add +13.8% | 0.34% | +0.07 |
| AMGN Amgen Inc. | Add +11.6% | 0.26% | +0.06 |
| IBM Intl Business Machines Corp. | Add +13.7% | 0.30% | +0.06 |
| T AT&T Inc. | Add +8.9% | 0.24% | +0.06 |
| LLY Eli Lilly & Co. | Add +4.0% | 0.84% | +0.05 |
| LIN Linde PLC | Add +16.0% | 0.28% | +0.05 |
| TMUS T-Mobile US Inc. | Add +17.4% | 0.20% | +0.05 |
| META Meta Platforms Inc. Class A | Add +9.4% | 1.49% | +0.05 |
| ABT Abbott Laboratories | Add +11.3% | 0.25% | +0.05 |
| VZ Verizon Communications Inc. | Add +17.5% | 0.22% | +0.05 |
| CVX Chevron Corp. | Add +4.3% | 0.33% | +0.05 |
| VRTX Vertex Pharmaceuticals Inc. | Add +13.4% | 0.18% | +0.04 |
| UBER Uber Technologies Inc. | Add +12.8% | 0.18% | +0.04 |
| MA Mastercard Inc. Class A | Add +7.9% | 0.57% | +0.04 |
| MCD McDonald's Corp. | Add +8.6% | 0.37% | +0.04 |
| GILD Gilead Sciences Inc. | Add +7.4% | 0.20% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +27.4% | 0.19% | +0.04 |
| K Kellanova | Add +140.7% | 0.07% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +47.9% | 0.14% | +0.04 |
| CVS CVS Health Corp. | Add +22.9% | 0.08% | +0.04 |
| CTAS Cintas Corp. | Add +12.8% | 0.20% | +0.04 |
| NFLX Netflix Inc. | Add +5.9% | 0.59% | +0.04 |
| COST Costco Wholesale Corp. | Add +8.1% | 0.51% | +0.03 |
| PGR Progressive Corp. | Add +8.0% | 0.19% | +0.03 |
| MDLZ Mondelez International Inc. Class A | Add +19.2% | 0.15% | +0.03 |
| BSX Boston Scientific Corp. | Add +9.3% | 0.21% | +0.03 |
| ELV Elevance Health Inc. | Add +20.0% | 0.12% | +0.03 |
| RTX RTX Corp. | Add +7.0% | 0.21% | +0.03 |
| MO Altria Group Inc. | Add +13.9% | 0.15% | +0.03 |
| CSCO Cisco Systems Inc. | Add +12.7% | 0.27% | +0.03 |
| AJG Arthur J Gallagher & Co. | Add +26.9% | 0.09% | +0.03 |
| WELL Welltower Inc. | Add +12.6% | 0.12% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +23.4% | 0.16% | +0.03 |
| ICE Intercontinental Exchange Inc. | Add +17.4% | 0.12% | +0.03 |
| AMT American Tower Corp. | Add +21.1% | 0.10% | +0.03 |
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 |