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Asset Manager ← All Institutions

Meeder Advisory Services, Inc.

6125 MEMORIAL DRIVE, DUBLIN, OH 43017 • 866-633-3371

Q4 2025 · Filed 2026-02-11
Market Value
$2.3B
+8.2%
Holdings
690
+32
New Purchases
69
Added To
402
Closed
36
Reduced
174
Top 10 Concentration
38.5%
Turnover
15.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOGL 1.71% 1.32% +0.39% $40M
GOOG 1.54% 1.21% +0.33% $36M
LLY 0.90% 0.62% +0.28% $21M
AAPL 4.39% 4.20% +0.19% $102M
IEFA 5.59% 5.42% +0.17% $130M
MU 0.28% 0.16% +0.12% $7M
EFG 0.40% 0.30% +0.10% $9M
IEMG 4.00% 3.90% +0.10% $93M
JMUB 6.98% 6.90% +0.08% $162M
AMD 0.29% 0.21% +0.08% $7M
AMZN 2.04% 1.97% +0.07% $47M
JNJ 0.52% 0.46% +0.07% $12M
CAT 0.36% 0.30% +0.06% $8M
LRCX 0.29% 0.23% +0.06% $7M
MRK 0.26% 0.21% +0.05% $6M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 3.63% 4.00% -0.37% $84M
META 1.37% 1.64% -0.27% $32M
NFLX 0.45% 0.62% -0.18% $10M
ORCL 0.36% 0.54% -0.17% $8M
VEA 2.50% 2.68% -0.17% $58M
SPEM 1.02% 1.15% -0.13% $24M
HD 0.39% 0.52% -0.12% $9M
NVDA 4.82% 4.92% -0.11% $112M
SPDW 1.49% 1.59% -0.11% $35M
VWO 0.67% 0.78% -0.10% $16M
PG 0.33% 0.43% -0.10% $8M
PLTR 0.58% 0.64% -0.07% $13M
T 0.16% 0.22% -0.06% $4M
LIN 0.19% 0.25% -0.06% $4M
VZ 0.11% 0.17% -0.06% $3M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 47.9%
Technology 19.7%
Industrials 5.7%
Healthcare 5.7%
Communication Services 5.7%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 66 $960M 41.3%
Large Cap 503 $962M 41.3%
Mid Cap 100 $273M 11.7%
Small Cap 20 $131M 5.6%
Micro Cap 1 $242K 0.0%

Portfolio Analytics

Avg Market Cap
$125.0B
Median Market Cap
$32.3B
Avg P/E
34.6
Median P/E
24.2
Avg Dividend Yield
0.02%
Avg Beta
1.01
# Stocks
617
# ETFs / Funds
73

Top Holdings (690 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 JMUB 6.98% 3,217,485 $162M $50.50 $14M +277,270 +9.4%
2 IEFA 5.59% 1,453,131 $130M $89.46 $13M +118,157 +8.8%
3 NVDA 4.82% 601,005 $112M $186.50 $6M +33,602 +5.9%
4 AAPL 4.39% 375,468 $102M $271.86 $12M +20,931 +5.9%
5 IEMG 4.00% 1,384,026 $93M $67.22 $9M +112,441 +8.8%
6 MSFT 3.63% 174,591 $84M $483.62 -$2M +8,576 +5.2%
7 VEA 2.50% 932,957 $58M $62.47 $700K -28,015 -2.9%
8 MMIT 2.36% 2,260,794 $55M $24.33 $5M +197,225 +9.6%
9 IGSB 2.17% 953,003 $50M $52.88 $4M +83,402 +9.6%
10 AMZN 2.04% 205,263 $47M $230.82 $5M +12,761 +6.6%
11 FLMI 2.02% 1,892,928 $47M $24.87 $4M +155,902 +9.0%
12 GOOGL 1.71% 126,850 $40M $313.00 $11M +10,057 +8.6%
13 AVGO 1.70% 114,578 $40M $346.10 $3M +3,725 +3.4%
14 GOOG 1.54% 114,349 $36M $313.80 $10M +7,112 +6.6%
15 UITB 1.50% 736,257 $35M $47.35 $4M +80,279 +12.2%
16 SPDW 1.49% 780,026 $35M $44.41 $346K -21,436 -2.7%
17 VCRB 1.45% 432,071 $34M $77.89 $3M +47,196 +12.3%
18 META 1.37% 48,202 $32M $660.09 -$3M +239 +0.5%
19 JPM 1.12% 80,920 $26M $322.22 $2M +4,530 +5.9%
20 TSLA 1.12% 57,722 $26M $449.72 $3M +6,107 +11.8%
21 SGOV 1.10% 255,232 $26M $100.38 $2M +22,766 +9.8%
22 SPEM 1.02% 506,890 $24M $46.81 -$1M -22,088 -4.2%
23 FMHI 1.01% 488,345 $23M $47.93 $2M +38,690 +8.6%
24 LLY 0.90% 19,397 $21M $1,074.66 $8M +2,023 +11.6%
25 BRK-B 0.73% 33,805 $17M $502.65 $576K +1,151 +3.5%
26 VWO 0.67% 291,203 $16M $53.76 -$1M -16,637 -5.4%
27 VYMI 0.64% 166,627 $15M $90.00 $1M +5,017 +3.1%
28 XOM 0.59% 114,913 $14M $120.34 $2M +6,481 +6.0%
29 PLTR 0.58% 75,588 $13M $177.75 -$403K -273 -0.4%
30 V 0.57% 37,690 $13M $350.71 $579K +666 +1.8%
31 WMT 0.55% 114,749 $13M $111.41 $2M +9,058 +8.6%
32 IDV 0.55% 322,583 $13M $39.45 $1M +7,817 +2.5%
33 JNJ 0.52% 58,897 $12M $206.95 $2M +5,692 +10.7%
34 MA 0.52% 21,264 $12M $570.88 $1M +1,752 +9.0%
35 ABBV 0.49% 49,930 $11M $228.49 $263K +1,792 +3.7%
36 NFLX 0.45% 110,793 $10M $93.76 -$3M +99,632 +892.7%
37 EFG 0.40% 82,337 $9M $113.92 $3M +25,524 +44.9%
38 GE 0.40% 30,046 $9M $308.03 $1M +3,823 +14.6%
39 HD 0.39% 26,702 $9M $344.10 -$2M -773 -2.8%
40 CAT 0.36% 14,717 $8M $572.89 $2M +1,226 +9.1%
41 ORCL 0.36% 43,200 $8M $194.91 -$3M +2,254 +5.5%
42 COST 0.36% 9,680 $8M $862.33 -$596K +18 +0.2%
43 GS 0.35% 9,312 $8M $878.99 $1M +622 +7.2%
44 PG 0.33% 53,488 $8M $143.31 -$2M -6,903 -11.4%
45 BAC 0.33% 137,955 $8M $55.00 $1M +13,378 +10.7%
46 IBM 0.31% 24,081 $7M $296.21 $792K +1,606 +7.2%
47 SCHA 0.30% 248,521 $7M $28.48 $607K +16,603 +7.2%
48 CSCO 0.30% 90,822 $7M $77.03 $1M +7,257 +8.7%
49 VB 0.29% 26,506 $7M $257.95 $509K +1,618 +6.5%
50 AMD 0.29% 31,487 $7M $214.16 $2M +3,698 +13.3%
51 LRCX 0.29% 39,347 $7M $171.18 $2M +2,774 +7.6%
52 MCD 0.29% 21,891 $7M $305.63 $332K +968 +4.6%
53 WFC 0.28% 71,078 $7M $93.20 $1M +4,567 +6.9%
54 MU 0.28% 23,074 $7M $285.41 $3M +2,632 +12.9%
55 AXP 0.26% 16,614 $6M $369.95 $1M +1,177 +7.6%
56 MRK 0.26% 56,534 $6M $105.26 $2M +3,677 +7.0%
57 RTX 0.25% 32,239 $6M $183.40 $873K +2,121 +7.0%
58 KO 0.25% 84,307 $6M $69.91 $288K -216 -0.3%
59 CVX 0.24% 36,029 $5M $152.41 -$292K -1,215 -3.3%
60 TJX 0.23% 35,520 $5M $153.61 $792K +3,251 +10.1%
61 MS 0.23% 30,295 $5M $177.53 $965K +2,530 +9.1%
62 APH 0.23% 39,773 $5M $135.14 $717K +2,136 +5.7%
63 UNH 0.23% 16,230 $5M $330.11 -$26K +640 +4.1%
64 COF 0.23% 22,064 $5M $242.36 $794K +647 +3.0%
65 PM 0.22% 32,326 $5M $160.40 -$217K -979 -2.9%
66 KLAC 0.22% 4,261 $5M $1,214.97 $766K +171 +4.2%
67 C 0.22% 43,600 $5M $116.69 $933K +2,666 +6.5%
68 ETN 0.22% 15,786 $5M $318.52 -$562K +849 +5.7%
69 GEV 0.22% 7,693 $5M $653.57 $882K +950 +14.1%
70 AMAT 0.22% 19,493 $5M $256.99 $1M +1,850 +10.5%
71 PH 0.21% 5,559 $5M $879.02 $1M +465 +9.1%
72 ISRG 0.21% 8,461 $5M $566.34 $1M +720 +9.3%
73 AMGN 0.20% 14,548 $5M $327.30 $821K +583 +4.2%
74 VCIT 0.20% 55,810 $5M $83.75 $442K +5,490 +10.9%
75 INTU 0.20% 6,921 $5M $662.38 $30K +252 +3.8%
76 TMO 0.19% 7,700 $4M $579.46 $861K +277 +3.7%
77 PEP 0.19% 30,311 $4M $143.52 $220K +905 +3.1%
78 IJR 0.19% 36,188 $4M $120.18 $238K +1,595 +4.6%
79 LIN 0.19% 10,180 $4M $426.38 -$969K -997 -8.9%
80 NOW 0.18% 27,924 $4M $153.19 -$866K +22,334 +399.5%
81 ABT 0.18% 33,948 $4M $125.29 -$528K -1,752 -4.9%
82 CRM 0.18% 15,810 $4M $264.91 $479K +158 +1.0%
83 GILD 0.18% 34,090 $4M $122.74 $587K +1,684 +5.2%
84 LOW 0.18% 17,199 $4M $241.16 $161K +1,336 +8.4%
85 BLK 0.18% 3,869 $4M $1,070.21 -$271K +85 +2.2%
86 BKNG 0.17% 756 $4M $5,355.74 $129K +30 +4.1%
87 VUG 0.17% 8,295 $4M $487.86 $105K +76 +0.9%
88 CRWD 0.17% 8,354 $4M $468.76 $40K +449 +5.7%
89 CEG 0.17% 10,993 $4M $353.26 $930K +2,018 +22.5%
90 QCOM 0.17% 22,670 $4M $171.05 $247K +845 +3.9%
91 VOO 0.17% 6,130 $4M $627.14 $476K +630 +11.4%
92 UBER 0.16% 46,751 $4M $81.71 -$680K +821 +1.8%
93 ADI 0.16% 14,065 $4M $271.19 $269K -365 -2.5%
94 ADP 0.16% 14,306 $4M $257.22 -$532K -45 -0.3%
95 T 0.16% 146,444 $4M $24.84 -$1M -21,924 -13.0%
96 TT 0.15% 9,226 $4M $389.19 -$117K +440 +5.0%
97 NEE 0.15% 44,481 $4M $80.28 $583K +4,894 +12.4%
98 ANET 0.15% 27,251 $4M $131.03 -$204K +1,342 +5.2%
99 MCK 0.15% 4,320 $4M $820.30 $421K +278 +6.9%
100 BSX 0.15% 37,105 $4M $95.35 -$59K +264 +0.7%

New Positions

SymbolValue% Port
SCMB $803K 0.03%
WBD $593K 0.03%
IVE $537K 0.02%
DTH $520K 0.02%
IMCG $485K 0.02%
ACGL $443K 0.02%
SPYD $422K 0.02%
DLN $415K 0.02%
DBEF $397K 0.02%
FHN $386K 0.02%
EXAS $381K 0.02%
RE $380K 0.02%
VOX $375K 0.02%
DEM $369K 0.02%
GPK $347K 0.01%

Sold Out Positions

SymbolValue% Port
EXR —%
PB —%
ALLE —%
COTY —%
VICI —%
CSL —%
POST —%
DEI —%
ELF —%
SMG —%
HOG —%
HUN —%
CLVT —%
MAA —%
EQH —%
View SEC EDGAR Filings for Meeder Advisory Services, Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms