Filed: 5/7/2025ACC: 0001398344-25-008926
📋 What this filing means
MEEDER ADVISORY SERVICES, INC. filed this quarterly 13F‑HR report disclosing 574 equity positions with a total reported market value of $1.67B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
574
Positions
$1.67B
Total AUM (reported)
21.09M
Total Shares
Allocation by class
COM$826.89M49.6%
MUNICIPAL ETF$126.59M7.6%
CORE MSCI EAFE$81.72M4.9%
CL A$64.51M3.9%
CORE MSCI EMKT$60.14M3.6%
VAN FTSE DEV MKT$51.74M3.1%
NYLI MACKAY MUN$40.88M2.5%
Portfolio Concentration
Top 3$283.03M17.0%
4–10$341.31M20.5%
11–25$278.62M16.7%
Rest$764.18M45.8%
Top 3 weight
17.0%
Top 10 weight
37.4%
Voting Authority Distribution
Total shares with voting rights: 21.09M
Sole
Full voting authority
21.09M
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)
Sole574
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings574
Rows:
J P MORGAN EXCHANGE TRADED F
SOLEShares2.53M
TypeSH
Market value$126.59M
7.59%
Sole
2.53M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.08M
TypeSH
Market value$81.72M
4.90%
Sole
1.08M
Shared
0.00
None
0.00
APPLE INC
SOLEShares336.39K
TypeSH
Market value$74.72M
4.48%
Sole
336.39K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares1.11M
TypeSH
Market value$60.14M
3.61%
Sole
1.11M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares546.08K
TypeSH
Market value$59.18M
3.55%
Sole
546.08K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares148.52K
TypeSH
Market value$55.75M
3.34%
Sole
148.52K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares1.02M
TypeSH
Market value$51.74M
3.10%
Sole
1.02M
Shared
0.00
None
0.00
NEW YORK LIFE INVTS ACTIVE E
SOLEShares1.71M
TypeSH
Market value$40.88M
2.45%
Sole
1.71M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares749.88K
TypeSH
Market value$39.27M
2.36%
Sole
749.88K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares180.46K
TypeSH
Market value$34.33M
2.06%
Sole
180.46K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares872.30K
TypeSH
Market value$31.76M
1.91%
Sole
872.30K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares43.02K
TypeSH
Market value$24.80M
1.49%
Sole
43.02K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares228.18K
TypeSH
Market value$22.97M
1.38%
Sole
228.18K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares568.74K
TypeSH
Market value$22.39M
1.34%
Sole
568.74K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares257.91K
TypeSH
Market value$19.75M
1.18%
Sole
257.91K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares267.98K
TypeSH
Market value$19.68M
1.18%
Sole
267.98K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares113K
TypeSH
Market value$17.47M
1.05%
Sole
113K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares32.51K
TypeSH
Market value$17.31M
1.04%
Sole
32.51K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares69.92K
TypeSH
Market value$17.15M
1.03%
Sole
69.92K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares98.12K
TypeSH
Market value$16.43M
0.99%
Sole
98.12K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares102.94K
TypeSH
Market value$16.08M
0.96%
Sole
102.94K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares329.02K
TypeSH
Market value$14.89M
0.89%
Sole
329.02K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares16.95K
TypeSH
Market value$14.00M
0.84%
Sole
16.95K
Shared
0.00
None
0.00
TESLA INC
SOLEShares47.13K
TypeSH
Market value$12.21M
0.73%
Sole
47.13K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares143.34K
TypeSH
Market value$11.72M
0.70%
Sole
143.34K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 2.53M | SH | $126.59M 7.59% | 2.53M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 1.08M | SH | $81.72M 4.90% | 1.08M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 336.39K | SH | $74.72M 4.48% | 336.39K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 1.11M | SH | $60.14M 3.61% | 1.11M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 546.08K | SH | $59.18M 3.55% | 546.08K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 148.52K | SH | $55.75M 3.34% | 148.52K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 1.02M | SH | $51.74M 3.10% | 1.02M | 0.00 | 0.00 |
NEW YORK LIFE INVTS ACTIVE ESOLE | NYLI MACKAY MUN | 1.71M | SH | $40.88M 2.45% | 1.71M | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 1-5YR INVS | 749.88K | SH | $39.27M 2.36% | 749.88K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 180.46K | SH | $34.33M 2.06% | 180.46K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 872.30K | SH | $31.76M 1.91% | 872.30K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 43.02K | SH | $24.80M 1.49% | 43.02K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 228.18K | SH | $22.97M 1.38% | 228.18K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 568.74K | SH | $22.39M 1.34% | 568.74K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 257.91K | SH | $19.75M 1.18% | 257.91K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 267.98K | SH | $19.68M 1.18% | 267.98K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 113K | SH | $17.47M 1.05% | 113K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 32.51K | SH | $17.31M 1.04% | 32.51K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 69.92K | SH | $17.15M 1.03% | 69.92K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 98.12K | SH | $16.43M 0.99% | 98.12K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 102.94K | SH | $16.08M 0.96% | 102.94K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 329.02K | SH | $14.89M 0.89% | 329.02K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 16.95K | SH | $14.00M 0.84% | 16.95K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 47.13K | SH | $12.21M 0.73% | 47.13K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 143.34K | SH | $11.72M 0.70% | 143.34K | 0.00 | 0.00 |
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