Filed: 2/12/2025ACC: 0001398344-25-002539
📋 What this filing means
MEEDER ADVISORY SERVICES, INC. filed this quarterly 13F‑HR report disclosing 557 equity positions with a total reported market value of $1.60B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
557
Positions
$1.60B
Total AUM (reported)
18.18M
Total Shares
Allocation by class
COM$815.34M50.9%
NATIONAL MUN ETF$84.16M5.3%
TAX EXEMPT BD$83.53M5.2%
CORE MSCI EAFE$64.60M4.0%
CL A$60.20M3.8%
CORE MSCI EMKT$51.68M3.2%
VAN FTSE DEV MKT$49.36M3.1%
Portfolio Concentration
Top 3$248.62M15.5%
4–10$370.12M23.1%
11–25$279.98M17.5%
Rest$703.40M43.9%
Top 3 weight
15.5%
Top 10 weight
38.6%
Voting Authority Distribution
Total shares with voting rights: 18.18M
Sole
Full voting authority
18.18M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole557
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings557
Rows:
ISHARES TR
SOLEShares789.87K
TypeSH
Market value$84.16M
5.25%
Sole
789.87K
Shared
0.00
None
0.00
VANGUARD MUN BD FDS
SOLEShares1.67M
TypeSH
Market value$83.53M
5.21%
Sole
1.67M
Shared
0.00
None
0.00
APPLE INC
SOLEShares323.16K
TypeSH
Market value$80.93M
5.05%
Sole
323.16K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares500.92K
TypeSH
Market value$67.27M
4.20%
Sole
500.92K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares919.23K
TypeSH
Market value$64.60M
4.03%
Sole
919.23K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares147.42K
TypeSH
Market value$62.14M
3.88%
Sole
147.42K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares989.62K
TypeSH
Market value$51.68M
3.23%
Sole
989.62K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares1.03M
TypeSH
Market value$49.36M
3.08%
Sole
1.03M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares729.08K
TypeSH
Market value$37.69M
2.35%
Sole
729.08K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares170.36K
TypeSH
Market value$37.37M
2.33%
Sole
170.36K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares902.30K
TypeSH
Market value$30.80M
1.92%
Sole
902.30K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares39.33K
TypeSH
Market value$23.03M
1.44%
Sole
39.33K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares583.83K
TypeSH
Market value$22.40M
1.40%
Sole
583.83K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares90.62K
TypeSH
Market value$21.01M
1.31%
Sole
90.62K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares108.27K
TypeSH
Market value$20.50M
1.28%
Sole
108.27K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares267.94K
TypeSH
Market value$19.27M
1.20%
Sole
267.94K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares257.46K
TypeSH
Market value$19.24M
1.20%
Sole
257.46K
Shared
0.00
None
0.00
TESLA INC
SOLEShares45.97K
TypeSH
Market value$18.56M
1.16%
Sole
45.97K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares184.94K
TypeSH
Market value$18.55M
1.16%
Sole
184.94K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares95.26K
TypeSH
Market value$18.14M
1.13%
Sole
95.26K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares67.07K
TypeSH
Market value$16.08M
1.00%
Sole
67.07K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares332.17K
TypeSH
Market value$14.63M
0.91%
Sole
332.17K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares30.34K
TypeSH
Market value$13.75M
0.86%
Sole
30.34K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares16.30K
TypeSH
Market value$12.59M
0.79%
Sole
16.30K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares142.58K
TypeSH
Market value$11.44M
0.71%
Sole
142.58K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | NATIONAL MUN ETF | 789.87K | SH | $84.16M 5.25% | 789.87K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 1.67M | SH | $83.53M 5.21% | 1.67M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 323.16K | SH | $80.93M 5.05% | 323.16K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 500.92K | SH | $67.27M 4.20% | 500.92K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 919.23K | SH | $64.60M 4.03% | 919.23K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 147.42K | SH | $62.14M 3.88% | 147.42K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 989.62K | SH | $51.68M 3.23% | 989.62K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 1.03M | SH | $49.36M 3.08% | 1.03M | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 1-5YR INVS | 729.08K | SH | $37.69M 2.35% | 729.08K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 170.36K | SH | $37.37M 2.33% | 170.36K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 902.30K | SH | $30.80M 1.92% | 902.30K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 39.33K | SH | $23.03M 1.44% | 39.33K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 583.83K | SH | $22.40M 1.40% | 583.83K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 90.62K | SH | $21.01M 1.31% | 90.62K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 108.27K | SH | $20.50M 1.28% | 108.27K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 267.94K | SH | $19.27M 1.20% | 267.94K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 257.46K | SH | $19.24M 1.20% | 257.46K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 45.97K | SH | $18.56M 1.16% | 45.97K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 184.94K | SH | $18.55M 1.16% | 184.94K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 95.26K | SH | $18.14M 1.13% | 95.26K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 67.07K | SH | $16.08M 1.00% | 67.07K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 332.17K | SH | $14.63M 0.91% | 332.17K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 30.34K | SH | $13.75M 0.86% | 30.34K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 16.30K | SH | $12.59M 0.79% | 16.30K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 142.58K | SH | $11.44M 0.71% | 142.58K | 0.00 | 0.00 |
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