Meeder Advisory Services, Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Meeder Advisory Services, Inc. reported 610 stock positions worth $1.9 billion. Its top holding was JPMorgan Municipal ETF (JMUB) at 7.0% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 5.2%) and Nvidia (NVDA, 4.5%). Compared with Q1 2025, it opened 76 new positions, sold out of 40, added to 328 and reduced 201. The biggest buy was a new position in Franklin Dynamic Municipal B (FLMI) and the biggest sale Vanguard Intermediate-Term B (BIV, shares −94%).

Most Recent 13F
Q2 2026
Location
DUBLIN, OH
CIK
0001792167
Portfolio Value
$1.9B (Q2 2025)
SEC Filing
0001398344-25-014712 ↗ filed Aug 7, 2025

Holdings Value

0$1.0B$2.0B$3.0B Q1 2024: $983.3M Q1 2024 Q2 2024: $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 $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 610 stocks · $1.9B

JMUB JPMorgan Municipal ETF 7.01% 2,726,103 $135.3M Add +7.7%
IEFA iShares Core MSCI Eafe ETF 5.19% 1,201,517 $100.3M Add +11.2%
NVDA Nvidia Corp. 4.54% 554,838 $87.7M Add +1.6%
MSFT Microsoft Corp. 4.07% 157,862 $78.5M Add +6.3%
IEMG iShares Core MSCI Emerging 3.75% 1,207,062 $72.5M Add +8.3%
AAPL Apple Inc. 3.49% 328,348 $67.4M Reduce -2.4%
VEA Vanguard Ftse Developed ETF 2.91% 986,101 $56.2M Reduce -3.1%
MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E 2.36% 1,910,061 $45.6M Add +12.0%
IGSB iShares 1-5Y Inv Grade Corp. 2.21% 808,279 $42.6M Add +7.8%
AMZN Amazon.com Inc. 2.13% 187,213 $41.1M Add +3.7%
FLMI Franklin Dynamic Municipal B 2.00% 1,593,429 $38.7M New
META Meta Platforms Inc. Class A 1.77% 46,331 $34.2M Add +7.7%
SPDW Ste STR SPDR PT DW Eu ETF 1.72% 821,016 $33.2M Reduce -5.9%
AVGO Broadcom Inc. 1.51% 105,460 $29.1M Add +7.5%
UITB Victoryshares Core Intermedi 1.37% 563,374 $26.5M New
VCRB Vanguard Core Bond ETF 1.33% 331,656 $25.7M New
SGOV iShares 0-3 Month Treasury B 1.24% 238,041 $24.0M Add +4.3%
SPEM State Street SP PTF Em ETF 1.21% 548,067 $23.4M Reduce -3.6%
JPM JPMorgan Chase & Co. 1.10% 73,317 $21.3M Add +4.9%
GOOGL Alphabet Inc. Class A 1.04% 114,040 $20.1M Add +0.9%
GOOG Alphabet Inc. Class C 0.97% 105,566 $18.7M Add +2.5%
FMHI First Trust Municipal High I 0.96% 395,980 $18.5M Add +240.6%
BRK.B Berkshire Hathaway Inc. Class B 0.82% 32,740 $15.9M Add +0.7%
TSLA Tesla Inc. 0.81% 49,269 $15.7M Add +4.5%
VWO Vanguard Ftse Emerging Marke 0.81% 314,314 $15.5M Reduce -4.5%
NFLX Netflix Inc. 0.77% 11,126 $14.9M Add +6.0%
LLY Eli Lilly & Co. 0.70% 17,227 $13.4M Add +1.6%
VYMI Vanguard Int High DVD YLD Inc. 0.65% 157,709 $12.6M Add +5.5%
V Visa Inc. Class A 0.65% 35,487 $12.6M Add +11.8%
IDV iShares International Select 0.56% 314,135 $10.8M Add +3.0%
MA Mastercard Inc. Class A 0.55% 19,025 $10.7M Add +9.1%
XOM Exxon Mobil Corp. 0.54% 96,305 $10.4M Add +2.0%
PLTR Palantir Technologies Inc. Class A 0.53% 75,535 $10.3M Add +6.6%
PG The Procter & Gamble Co. 0.51% 61,813 $9.8M Reduce -1.2%
COST Costco Wholesale Corp. 0.51% 9,885 $9.8M Add +9.2%
WMT Walmart Inc. 0.50% 98,623 $9.6M Add +8.8%
HD Home Depot Inc. 0.47% 24,919 $9.1M Add +6.7%
ABBV Abbvie Inc. 0.43% 44,870 $8.3M Add +3.5%
ORCL Oracle Corp. 0.43% 37,762 $8.3M Add +3.6%
JNJ Johnson & Johnson 0.37% 46,214 $7.1M Add +4.1%
GE General Electric filed as GE AEROSPACE 0.34% 25,858 $6.7M Add +3.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.32% 21,013 $6.2M Add +5.5%
KO The Coca-Cola Co. 0.32% 86,163 $6.1M Add +10.0%
GS Goldman Sachs Group Inc. 0.31% 8,499 $6.0M Add +7.2%
MCD McDonald's Corp. 0.31% 20,523 $6.0M Add +4.8%
PM Philip Morris International 0.31% 32,445 $5.9M Add +9.8%
NOW ServiceNow Inc. 0.30% 5,626 $5.8M Add +3.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.29% 120,106 $5.7M Add +1.7%
CSCO Cisco Systems Inc. 0.29% 81,377 $5.6M Add +11.1%
SCHA Schwab US Small-Cap ETF 0.28% 213,419 $5.4M Reduce -0.6%
EFG iShares MSCI Eafe Growth ETF 0.28% 48,184 $5.4M Add +10.2%
VB Vanguard Most SM-Cap ETF-Usd 0.28% 22,533 $5.3M Add +1.4%
ETN Eaton Corp. PLC 0.28% 14,940 $5.3M Add +3.2%
WFC Wells Fargo & Co. 0.27% 65,820 $5.3M Add +1.4%
INTU Intuit Inc. 0.27% 6,675 $5.3M Add +7.8%
LIN Linde PLC 0.26% 10,850 $5.1M Add +8.7%
CAT Caterpillar Inc. 0.25% 12,574 $4.9M Add +3.0%
ABT Abbott Laboratories 0.25% 35,497 $4.8M Add +14.7%
AXP American Express Co. 0.25% 14,960 $4.8M Add +8.6%
CRM Salesforce Inc. 0.24% 17,125 $4.7M Reduce -3.9%
COF Capital One Financial Corp. 0.24% 21,899 $4.7M Add +66.9%
ISRG Intuitive Surgical Inc. 0.24% 8,517 $4.6M Add +5.4%
T AT&T Inc. 0.23% 153,814 $4.5M Add +9.4%
VCIT Vanguard Int-Term Corporate 0.23% 53,495 $4.4M Reduce -62.7%
UNH Unitedhealth Group Inc. 0.23% 13,994 $4.4M Reduce -18.8%
ADP Automatic Data Processing 0.22% 13,961 $4.3M Add +8.1%
RTX RTX Corp. 0.22% 28,790 $4.2M Add +8.1%
CVX Chevron Corp. 0.22% 29,355 $4.2M Reduce -12.0%
UBER Uber Technologies Inc. 0.22% 44,568 $4.2M Add +7.0%
BKNG Booking Holdings Inc. 0.21% 717 $4.2M Add +9.3%
CRWD CrowdStrike Holdings Inc. Class A 0.21% 8,068 $4.1M Add +5.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.21% 32,264 $4.0M Add +7.4%
BSX Boston Scientific Corp. 0.21% 36,885 $4.0M Add +8.0%
SYK Stryker Corp. 0.20% 9,892 $3.9M Add +7.9%
CTAS Cintas Corp. 0.20% 17,345 $3.9M Add +6.8%
AMGN Amgen Inc. 0.20% 13,808 $3.9M Reduce -2.4%
BLK BlackRock Inc. 0.20% 3,656 $3.8M Add +4.8%
MS Morgan Stanley 0.20% 27,001 $3.8M Add +6.9%
APH Amphenol Corp. Class A 0.19% 37,938 $3.7M Add +5.0%
AMD Advanced Micro Devices 0.19% 26,153 $3.7M Add +0.1%
KLAC KLA Corp. 0.19% 4,053 $3.6M Add +11.6%
IJR iShares Core S&P Small-Cap E 0.19% 33,130 $3.6M Add +4.1%
VZ Verizon Communications Inc. 0.19% 83,257 $3.6M Add +4.1%
LRCX Lam Research Corp. 0.18% 36,662 $3.6M Add +4.2%
MRK Merck & Co. Inc. 0.18% 44,859 $3.6M Reduce -8.5%
PANW Palo Alto Networks Inc. 0.18% 17,203 $3.5M Add +19.8%
GILD Gilead Sciences Inc. 0.18% 31,659 $3.5M Add +6.3%
GEV GE Vernova Inc. 0.18% 6,541 $3.5M Add +12.0%
PH Parker Hannifin Corp. 0.18% 4,937 $3.4M Reduce -2.0%
C Citigroup Inc. 0.18% 40,505 $3.4M Reduce -0.7%
ADI Analog Devices Inc. 0.18% 14,412 $3.4M Reduce -0.9%
QCOM Qualcomm Inc. 0.18% 21,358 $3.4M Add +4.4%
ADBE Adobe Inc. 0.18% 8,742 $3.4M Add +2.9%
SPGI S&P Global Inc. 0.17% 6,287 $3.3M Add +4.5%
TT Trane Technologies PLC 0.17% 7,550 $3.3M Reduce -2.6%
AMAT Applied Materials Inc. 0.17% 17,951 $3.3M Add +4.7%
LOW Lowe's Cos Inc. 0.17% 14,480 $3.2M Reduce -0.9%
PGR Progressive Corp. 0.16% 11,910 $3.2M Add +9.0%
ACN Accenture PLC Class A 0.16% 10,343 $3.1M Reduce -9.4%
PEP Pepsico Inc. 0.16% 23,234 $3.1M Reduce -9.3%

Show all 610 holdings

Portfolio Sells Q1 2025 → Q2 2025

BIV Vanguard Intermediate-Term B Reduce -94.4% 0.06% −1.13
BND Vanguard Total Bond Market Reduce -94.4% 0.06% −1.12
AAPL Apple Inc. Reduce -2.4% 3.49% −0.99
HYMB SS SPDR N Ice HY Muni ETF Sold out 0.00% −0.66
VCIT Vanguard Int-Term Corporate Reduce -62.7% 0.23% −0.47
PZA Invesco National Amt-Free Mu Sold out 0.00% −0.33
UNH Unitedhealth Group Inc. Reduce -18.8% 0.23% −0.32
LQD Ishr Ibx Usd Invgd CB ETF-Ui Sold out 0.00% −0.22
VEA Vanguard Ftse Developed ETF Reduce -3.1% 2.91% −0.19
SPDW Ste STR SPDR PT DW Eu ETF Reduce -5.9% 1.72% −0.18
MUB iShares National Muni Bond E Sold out 0.00% −0.17
VTEB Vanguard Tax-Exempt Bond ETF Sold out 0.00% −0.17
OBT Orange County Bancorp Inc. Sold out 0.00% −0.16
SPEM State Street SP PTF Em ETF Reduce -3.6% 1.21% −0.13
PG The Procter & Gamble Co. Reduce -1.2% 0.51% −0.13
CVX Chevron Corp. Reduce -12.0% 0.22% −0.12
VWO Vanguard Ftse Emerging Marke Reduce -4.5% 0.81% −0.09
TMO Thermo Fisher Scientific Inc. Reduce -10.9% 0.14% −0.08
MRK Merck & Co. Inc. Reduce -8.5% 0.18% −0.08
VTV Vanguard Mrngstr Val ETF-Aui Reduce -31.5% 0.12% −0.08
FISV Fiserv Inc. Reduce -2.5% 0.14% −0.07
PEP Pepsico Inc. Reduce -9.3% 0.16% −0.07
DFS Discover Financial Services Sold out 0.00% −0.07
BMY Bristol-Myers Squibb Co. Reduce -27.4% 0.06% −0.07
AMGN Amgen Inc. Reduce -2.4% 0.20% −0.06
VUG Vanguard Mrngstar GR ETF-Sui Reduce -32.8% 0.14% −0.06
SBUX Starbucks Corp. Reduce -17.6% 0.11% −0.06
COP Conocophillips Reduce -6.6% 0.12% −0.06
ACN Accenture PLC Class A Reduce -9.4% 0.16% −0.05
TMUS T-Mobile US Inc. Reduce -1.9% 0.15% −0.05
CRM Salesforce Inc. Reduce -3.9% 0.24% −0.04
CMCSA Comcast Corp. Class A Reduce -11.3% 0.13% −0.04
VRTX Vertex Pharmaceuticals Inc. Reduce -2.9% 0.14% −0.04
PLD Prologis Inc. Reduce -26.2% 0.06% −0.04
DHR Danaher Corp. Reduce -10.7% 0.11% −0.04
LOW Lowe's Cos Inc. Reduce -0.9% 0.17% −0.04
ELV Elevance Health Inc. Reduce -6.8% 0.09% −0.03
SLB SLB Ltd. Reduce -5.4% 0.07% −0.03
ORLY O'reilly Automotive Inc. Reduce -2.2% 0.13% −0.03
ABBNY Abb Ltd.-Spon ADR Sold out 0.00% −0.03
MDT Medtronic PLC Reduce -8.4% 0.09% −0.03
XLF SS Financial Select Sector Sold out 0.00% −0.03
REGN Regeneron Pharmaceuticals Reduce -20.8% 0.03% −0.02
AON Aon PLC Class A Reduce -1.0% 0.08% −0.02
EOG EOG Resources Inc. Reduce -3.3% 0.08% −0.02
FDX FedEx Corp. Reduce -9.1% 0.06% −0.02
CINF Cincinnati Financial Corp. Reduce -45.6% 0.02% −0.02
VOE Vngrd Mrngstr MD-Cap Val ETF Sold out 0.00% −0.02
IQV Iqvia Holdings Inc. Reduce -44.5% 0.02% −0.02
SCHA Schwab US Small-Cap ETF Reduce -0.6% 0.28% −0.02

Portfolio Buys Q1 2025 → Q2 2025

FLMI Franklin Dynamic Municipal B New 2.00% +2.00
UITB Victoryshares Core Intermedi New 1.37% +1.37
VCRB Vanguard Core Bond ETF New 1.33% +1.33
NVDA Nvidia Corp. Add +1.6% 4.54% +0.99
MSFT Microsoft Corp. Add +6.3% 4.07% +0.72
FMHI First Trust Municipal High I Add +240.6% 0.96% +0.62
AVGO Broadcom Inc. Add +7.5% 1.51% +0.52
IEFA iShares Core MSCI Eafe ETF Add +11.2% 5.19% +0.29
META Meta Platforms Inc. Class A Add +7.7% 1.77% +0.28
NFLX Netflix Inc. Add +6.0% 0.77% +0.18
PLTR Palantir Technologies Inc. Class A Add +6.6% 0.53% +0.17
IEMG iShares Core MSCI Emerging Add +8.3% 3.75% +0.14
ORCL Oracle Corp. Add +3.6% 0.43% +0.12
MEAR Ishrs Short Mat Muni Act ETF New 0.11% +0.11
COF Capital One Financial Corp. Add +66.9% 0.24% +0.10
TSLA Tesla Inc. Add +4.5% 0.81% +0.08
GEV GE Vernova Inc. Add +12.0% 0.18% +0.07
JPM JPMorgan Chase & Co. Add +4.9% 1.10% +0.07
AMZN Amazon.com Inc. Add +3.7% 2.13% +0.07
GOVT iShares US Treasury Bond ETF New 0.05% +0.05
CEG Constellation Energy Add +14.0% 0.15% +0.05
APH Amphenol Corp. Class A Add +5.0% 0.19% +0.05
CRWD CrowdStrike Holdings Inc. Class A Add +5.9% 0.21% +0.05
GS Goldman Sachs Group Inc. Add +7.2% 0.31% +0.05
GABC German American Bancorp New 0.05% +0.05
INTU Intuit Inc. Add +7.8% 0.27% +0.04
GE General Electric Add +3.0% 0.34% +0.04
ETN Eaton Corp. PLC Add +3.2% 0.28% +0.04
KLAC KLA Corp. Add +11.6% 0.19% +0.04
JPIE JPMorgan Income ETF Add +348.9% 0.05% +0.04
NOW ServiceNow Inc. Add +3.3% 0.30% +0.04
HOOD Robinhood Markets Inc. Class A New 0.04% +0.04
ESGR Enstar Group Ltd. Add +118.2% 0.07% +0.04
PANW Palo Alto Networks Inc. Add +19.8% 0.18% +0.04
BKNG Booking Holdings Inc. Add +9.3% 0.21% +0.03
MSTR Strategy Inc. Add +53.6% 0.07% +0.03
UBER Uber Technologies Inc. Add +7.0% 0.22% +0.03
DG Dollar General Corp. Add +135.4% 0.05% +0.03
HII Huntington Ingalls Industrie Add +229.1% 0.05% +0.03
LRCX Lam Research Corp. Add +4.2% 0.18% +0.03
AMD Advanced Micro Devices Add +0.1% 0.19% +0.03
COIN Coinbase Global Inc. Class A Add +8.4% 0.06% +0.03
WDC Western Digital Corp. New 0.03% +0.03
STX Seagate Technology Holdings Add +66.8% 0.05% +0.03
VST Vistra Corp. Add +18.1% 0.07% +0.03
ANET Arista Networks Inc. Add +10.7% 0.14% +0.03
NTAP Netapp Inc. Add +172.6% 0.04% +0.03
RBLX Roblox Corp. Class A New 0.03% +0.03
P Everpure Inc. Class A New 0.03% +0.03
MELI MercadoLibre Inc. Add +6.5% 0.13% +0.03

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