Meeder Advisory Services Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan Municipal ETF
JMUB
|
+$14M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$10.4M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$7.54M |
| 4 |
NVIDIA
NVDA
|
+$6.25M |
| 5 |
Apple
AAPL
|
+$5.62M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.72M |
| 2 |
State Street SPDR Portfolio Emerging Markets ETF
SPEM
|
+$1.04M |
| 3 |
Procter & Gamble
PG
|
+$1.02M |
| 4 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$937K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$904K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 22% |
| 2 | Financials | 8.57% |
| 3 | Consumer Discretionary | 6.12% |
| 4 | Communication Services | 6.06% |
| 5 | Healthcare | 5.89% |
Similar funds
Meeder Advisory Services's Q4 2025 Portfolio in Review
As of Q4 2025, Meeder Advisory Services held 699 positions worth $2.33B, up 8.3% from $2.15B the previous quarter. Its ten largest holdings account for 38% of the portfolio.
Meeder Advisory Services deployed $137M of net new capital in Q4 2025, opening 75 new positions and adding to 399 existing holdings. Its largest new stake was Schwab Municipal Bond ETF: 31,160 shares worth $803K.
By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 23% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Vanguard FTSE Developed Markets ETF, an estimated $1.72M trimmed.
- Meeder Advisory Services's largest Q4 2025 buy was Schwab Municipal Bond ETF: 31,160 shares worth $803K.
- Meeder Advisory Services added most to JPMorgan Municipal ETF in Q4 2025, an estimated $14M increase.
- Meeder Advisory Services's biggest Q4 2025 reduction was Vanguard FTSE Developed Markets ETF, cutting an estimated $1.72M.
- Meeder Advisory Services fully exited Kellanova in Q4 2025, selling an estimated $777K.
- Meeder Advisory Services's ten largest holdings make up 38% of its $2.33B portfolio in Q4 2025.
- Meeder Advisory Services opened 75 new positions and closed 37 in Q4 2025.
- Meeder Advisory Services's portfolio value rose 8.3% quarter-over-quarter to $2.33B.
Based on Meeder Advisory Services's 13F filing for Q4 2025, filed 11 Feb 2026.