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 %
Countries:
Top Holdings: JMUB(7.59%)IEFA(4.90%)AAPL(4.48%)IEMG(3.61%)NVDA(3.55%)
Summary Stock Picks Current Portfolio
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
-2.38%
-1.67%
2,894.5
 
IEFA 		iShares Core MSCI EAFE ETF
1,080,282
81,723.3
+17.52%
4.900
+0.73%
0.060
+9.18%
+18.44%
140,705.9
 
AAPL 		Apple Inc
336,387
74,721.6
+4.09%
4.480
+0.18%
0.000
-13.92%
-18.81%
3,029,284.2
Hardware
IEMG 		iShares Core MSCI Emerging Markets ETF
1,114,344
60,141.2
+12.60%
3.610
+0.40%
0.070
+8.56%
+11.01%
89,454.2
 
NVDA 		NVIDIA Corp
546,080
59,184.1
+9.02%
3.550
+0.29%
0.000
+22.37%
+5.69%
3,461,082.1
Semiconductors
MSFT 		Microsoft Corp
148,517
55,751.7
+0.74%
3.340
+0.02%
0.000
+19.59%
+10.48%
3,447,734.1
Software
VEA 		Vanguard FTSE Developed Markets ETF
1,017,938
51,741.8
-1.39%
3.100
-0.04%
0.040
+9.34%
+17.31%
152,176.7
 
MMIT 		NYLI MacKay Muni Intermediate ETF
1,705,515
40,881.2
New Holding
2.450
+2.45%
4.890
-2.35%
-1.33%
829.2
 
IGSB 		iShares 1-3 Year Credit Bond ETF
749,885
39,271.5
+2.85%
2.360
+0.07%
0.190
+0.31%
+1.28%
21,181.1
 
AMZN 		Amazon.com Inc
180,457
34,333.8
+5.93%
2.060
+0.12%
0.000
+1.68%
-5.54%
2,200,026.7
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 ETF2025-03-31New Buy
+7.59%
●
49.69 ($50.25) 50.78
$49.31
-1.87%
New holding
2,531,748
2,531,748
MUB 		iShares National Muni Bond ETF2025-03-31Reduce
-5.07%
●
104.71 ($106.35) 107.68
$103.55
-2.63%
Reduce -96.66%
26,357
-763,512
VTEB 		Vanguard Tax-Exempt Bond ETF2025-03-31Reduce
-5.04%
●
49.25 ($50.03) 50.66
$48.69
-2.68%
Reduce -96.65%
55,820
-1,610,544
MMIT 		NYLI MacKay Muni Intermediate ETF2025-03-31New Buy
+2.45%
●
23.87 ($24.12) 24.37
$23.69
-1.78%
New holding
1,705,515
1,705,515
IEFA 		iShares Core MSCI EAFE ETF2025-03-31Add
+0.73%
●
69.57 ($74.78) 78.65
$83.24
11.31%
Add 17.52%
1,080,282
161,051
IEMG 		iShares Core MSCI Emerging Markets ETF2025-03-31Add
+0.40%
●
50.83 ($53.83) 55.94
$57.97
7.69%
Add 12.6%
1,114,344
124,720
NVDA 		NVIDIA Corp2025-03-31Add
+0.29%
●
106.98 ($126.74) 149.43
$141.92
11.98%
Add 9.02%
546,080
45,162
SGOV 		iShares 0-3 Month Treasury Bond ETF2025-03-31Add
+0.26%
●
100.34 ($100.51) 100.68
$100.40
-0.11%
Add 23.38%
228,176
43,239
AAPL 		Apple Inc2025-03-31Add
+0.18%
●
209.68 ($231.67) 247.1
$202.82
-12.45%
Add 4.09%
336,387
13,230
OBT 		Orange County Bancorp Inc2025-03-31New Buy
+0.16%
●
23.39 ($25.59) 27.29
$23.64
-7.62%
New holding
113,749
113,749

Meeder Advisory Services, Inc. Total Holding History ($B)

To

Meeder Advisory Services, Inc.'s Asset Allocation

To

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

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