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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.72B
$1.15 Billion 0.07% of portfolio
19,981
Q3 2024 Added 5.04%
$1.58B
$476 Million 0.03% of portfolio
27,759
Q3 2024 Reduced 0.99%
$1.56B
$337 Million 0.02% of portfolio
7,500
Q3 2023 New
$1.37B
$185 Million 0.01% of portfolio
16,649
Q3 2024 Added 0.19%
$386M
$106 Million 0.01% of portfolio
18,351
Q3 2024 Reduced 0.73%
$1.29B
$152 Million 0.01% of portfolio
11,166
Q3 2024 Added 0.88%
$1.48B
$25.5 Million 0.0% of portfolio
11,295
Q3 2024 Reduced 22.54%

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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