Meeder Advisory Services, Inc. Portfolio Holdings

Meeder Advisory Services, Inc.

  • $1.54 Trillion
  • Q3 2024

Meeder Advisory Services, Inc. has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.54 Trillion distributed in 555 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares National Muni Bond ETF with a value of $78B, Vanguard Mun Bd Fds Tax Exempt with a value of $77.4B, Apple Inc. with a value of $73.5B, Microsoft Corp with a value of $62B, and Ishares Tr with a value of $61.2B.

Examining the 13F form we can see an increase of $131B in the current position value, from $1.41T to 1.54T.

Meeder Advisory Services, Inc. is based out at Dublin, OH

Below you can find more details about Meeder Advisory Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.54 Trillion
ETFs: $586 Billion
Technology: $313 Billion
Financial Services: $125 Billion
Healthcare: $104 Billion
Consumer Cyclical: $92.9 Billion
Industrials: $84.5 Billion
Communication Services: $77.4 Billion
Consumer Defensive: $52 Billion
Other: $98.3 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$361 Million 0.02% of portfolio
1,820
Q3 2024 New
$0
$315 Million 0.02% of portfolio
6,053
Q3 2024 Reduced 9.44%
$0
$309 Million 0.02% of portfolio
1,369
Q3 2024 Added 2.85%
$0
$265 Million 0.02% of portfolio
466
Q3 2024 Reduced 2.92%
$0
$301 Million 0.02% of portfolio
3,627
Q3 2024 Reduced 2.18%
$0
$231 Million 0.01% of portfolio
2,735
Q3 2024 New
$0
$232 Million 0.01% of portfolio
5,814
Q3 2024 Reduced 30.79%
$0
$222 Million 0.01% of portfolio
4,194
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 555
  • Current Value $1.54 Trillion
  • Prior Value $1.41 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 62 stocks
  • Additional Purchases 263 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 221 stocks
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