MA
| |
Meeder Advisory Services, Inc.13F | |
| Meeder Advisory Services, Inc. | |
| Last update 2025-05-07 | 572 Stocks (44 new) |
| Value $1.67 Bil | Turnover 16 % |
Meeder Advisory Services, Inc.... Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JMUB | JPMorgan Municipal ETF | 2,531,748 | 126,587.4 | New Holding | 7.590 | +7.59% | 4.510 | +0.68% | +0.29% | 2,964.9 | ||
IEFA | iShares Core MSCI EAFE ETF | 1,080,282 | 81,723.3 | +17.52% | 4.900 | +0.73% | 0.060 | +10.00% | +20.67% | 142,609.6 | ||
AAPL | Apple Inc | 336,387 | 74,721.6 | +4.09% | 4.480 | +0.18% | 0.000 | -10.05% | -19.51% | 3,003,295.9 | Hardware | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 1,114,344 | 60,141.2 | +12.60% | 3.610 | +0.40% | 0.070 | +9.83% | +15.82% | 93,671.4 | ||
NVDA | NVIDIA Corp | 546,080 | 59,184.1 | +9.02% | 3.550 | +0.29% | 0.000 | +41.58% | +17.49% | 3,847,137.1 | Semiconductors | |
MSFT | Microsoft Corp | 148,517 | 55,751.7 | +0.74% | 3.340 | +0.02% | 0.000 | +27.21% | +18.11% | 3,686,095.8 | Software | |
VEA | Vanguard FTSE Developed Markets ETF | 1,017,938 | 51,741.8 | -1.39% | 3.100 | -0.04% | 0.040 | +10.52% | +20.34% | 155,783.1 | ||
MMIT | NYLI MacKay Muni Intermediate ETF | 1,705,515 | 40,881.2 | New Holding | 2.450 | +2.45% | 4.890 | +0.69% | +0.68% | 851.2 | ||
IGSB | iShares 1-3 Year Credit Bond ETF | 749,885 | 39,271.5 | +2.85% | 2.360 | +0.07% | 0.190 | +2.01% | +3.82% | 21,389.3 | ||
AMZN | Amazon.com Inc | 180,457 | 34,333.8 | +5.93% | 2.060 | +0.12% | 0.000 | +10.90% | +1.78% | 2,370,631.5 | Retail - Cyclical |
Meeder Advisory Services, Inc.'s Historical Top Holdings Breakdowns
Meeder Advisory Services, Inc.'s Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JMUB | JPMorgan Municipal ETF | 2025-03-31 | New Buy New Buy | +7.59% | 49.69 ($50.25) 50.78 | $49.58 | -1.33% | New holding | 2,531,748 | 2,531,748 | |
MUB | iShares National Muni Bond ETF | 2025-03-31 | Reduce Reduce | -5.07% | 104.71 ($106.35) 107.68 | $104.32 | -1.91% | Reduce -96.66% | 26,357 | -763,512 | |
VTEB | Vanguard Tax-Exempt Bond ETF | 2025-03-31 | Reduce Reduce | -5.04% | 49.25 ($50.03) 50.66 | $48.97 | -2.12% | Reduce -96.65% | 55,820 | -1,610,544 | |
MMIT | NYLI MacKay Muni Intermediate ETF | 2025-03-31 | New Buy New Buy | +2.45% | 23.87 ($24.12) 24.37 | $23.81 | -1.29% | New holding | 1,705,515 | 1,705,515 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-03-31 | Add Add | +0.73% | 69.57 ($74.78) 78.65 | $83.31 | 11.41% | Add 17.52% | 1,080,282 | 161,051 | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 2025-03-31 | Add Add | +0.40% | 50.83 ($53.83) 55.94 | $59.75 | 11.00% | Add 12.6% | 1,114,344 | 124,720 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.29% | 106.98 ($126.74) 149.43 | $157.75 | 24.47% | Add 9.02% | 546,080 | 45,162 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-03-31 | Add Add | +0.26% | 100.34 ($100.51) 100.68 | $100.69 | 0.18% | Add 23.38% | 228,176 | 43,239 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.18% | 209.68 ($231.67) 247.1 | $201.08 | -13.20% | Add 4.09% | 336,387 | 13,230 | |
OBT | Orange County Bancorp Inc | 2025-03-31 | New Buy New Buy | +0.16% | 23.39 ($25.59) 27.29 | $25.84 | 0.98% | New holding | 113,749 | 113,749 |
Meeder Advisory Services, Inc. Total Holding History ($B)
Meeder Advisory Services, Inc.'s Asset Allocation
Meeder Advisory Services, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Meeder Advisory Services, Inc.'s Hypothetical Growth since 2025-03-31
Meeder Advisory Services, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Meeder Advisory Services, Inc.'s Holdings Heat Map
Size field:
Meeder Advisory Services, Inc.'s Holdings Bubble Chart
Meeder Advisory Services, Inc. News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers