Meeder-Advisory-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "NWE",
  "INSM",
  "ARES",
  "ESGR",
  "MPWR",
  "TRU",
  "TROW",
  "NLY",
  "RJF",
  "AES",
  "AR",
  "AMED",
  "ENTG",
  "FLO",
  "RBC",
  "HUM",
  "PCG",
  "RF",
  "SNOW",
  "MU",
  "ACN",
  "ZS",
  "ITT",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "JEF",
  "ALL",
  "GOOGL",
  "ALNY",
  "RIG",
  "AXP",
  "AFRM",
  "AIG",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  "GLTR",
  "AM",
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "BRO",
  "WRB",
  null,
  "BSX",
  "CCI",
  "COF",
  "LEN-B",
  "CMI",
  "LNC",
  "DUK",
  "D",
  "ESS",
  "EBAY",
  "PINC",
  "WTRG",
  "EQH",
  "EOG",
  "FFIV",
  "PNR",
  "FERG",
  "FCX",
  "FITB",
  "GD",
  "GILD",
  "GIS",
  "HLT",
  "HON",
  "HD",
  "HPQ",
  null,
  "MCD",
  "INTU",
  null,
  "FE",
  "UNP",
  "QCOM",
  "GNW",
  "SCCO",
  "FSCO",
  "ISRG",
  "HUBB",
  "HUBS",
  "HWM",
  "LEN",
  "ITW",
  "IDA",
  "AMAT",
  "RIVN",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  "MBIN",
  null,
  null,
  "SR",
  "IQV",
  "IOVA",
  null,
  null,
  "KMI",
  "LHX",
  "LRCX",
  "LIN",
  "L",
  "MPC",
  "MMC",
  "PWR",
  "MRVL",
  "MA",
  null,
  "MDT",
  "ALE",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "NDAQ",
  "EQIX",
  "EQT",
  "EXC",
  "EVRG",
  "FICO",
  "FIS",
  "FTV",
  "GE",
  "GPC",
  "HLX",
  "GWRE",
  "NTRS",
  "NI",
  "HIG",
  "HES",
  "IBRX",
  "OXY",
  "OMC",
  "ODFL",
  "ORLY",
  "EMN",
  "ADM",
  "PCAR",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "ANSS",
  "DG",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "DASH",
  "PAYX",
  "DOC",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  "PGR",
  "IEMG",
  "IVV",
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "HPE",
  "INTC",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "KEYS",
  "MKC",
  "MPW",
  "AMGN",
  "KVUE",
  "MAS",
  "MSTR",
  "DGX",
  "PPG",
  "REGN",
  "FNDX",
  null,
  "ROK",
  "TFSL",
  "IEFA",
  "SPGI",
  null,
  null,
  "NOW",
  "SHW",
  "SLB",
  "RS",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "ROST",
  "SNA",
  "RTX",
  "SPDW",
  "STX",
  null,
  "SPYG",
  "AMT",
  "RSG",
  "SPLG",
  "IBM",
  "SSNC",
  "STLD",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "CI",
  "TPR",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TW",
  "TFC",
  "TRV",
  "TSN",
  "TYL",
  "UBER",
  "UAL",
  "UNM",
  "UPS",
  null,
  null,
  "BIV",
  null,
  "NEM",
  "MET",
  "DTM",
  "AGNC",
  "RCL",
  "VOE",
  "OGE",
  "SCHW",
  "MNST",
  "EWBC",
  "POR",
  null,
  "PNW",
  "VWO",
  "LKQ",
  "JBL",
  "TSBK",
  "VCIT",
  "EXP",
  "EME",
  "TRGP",
  "AGO",
  "TSCO",
  "MTD",
  "PATH",
  "GGG",
  "TSM",
  "IT",
  "RMD",
  "ETR",
  "VTR",
  "DD",
  "VRTX",
  null,
  "EA",
  "K",
  "EW",
  "TT",
  "VRSK",
  "VRT",
  "MEDP",
  "PRGO",
  "SEIC",
  "PRI",
  "UGI",
  "ATO",
  "ADSK",
  "AON",
  "AMCR",
  "AEE",
  "GM",
  "HAL",
  "VNO",
  "TOL",
  "AVY",
  "AFL",
  "APH",
  "AMD",
  "ALLE",
  "AVB",
  "EL",
  "FI",
  "CPAY",
  "DOV",
  "WAB",
  "TAP",
  "IP",
  "F",
  "DECK",
  "WEC",
  "AJG",
  "WM",
  "FTNT",
  "EFX",
  "IR",
  "VLY",
  "AIZ",
  "CAH",
  "AEP",
  "BKR",
  "ES",
  "FCF",
  null,
  "IDXX",
  "IEX",
  "AOS",
  "PEG",
  "FDS",
  "DHI",
  "AMZN",
  "MSI",
  "TTWO",
  "CMS",
  "LCID",
  "HCA",
  "PFG",
  "IVZ",
  "HII",
  "FNB",
  "TPL",
  "HBAN",
  "RGA",
  "ACM",
  "USB",
  "VUG",
  "VLO",
  "VEA",
  "VYMI",
  "VBK",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "VEEV",
  "VRSN",
  "VTRS",
  "V",
  "VST",
  "WMT",
  "WBA",
  "WAT",
  "WU",
  "WFC",
  "WST",
  "WELL",
  "WTW",
  "WMB",
  "WPC",
  "XEL",
  "WDAY",
  "YUM",
  "LNT",
  "ELAN",
  "DTE",
  null,
  "GRMN",
  "PTC",
  null,
  "OBT",
  "MTB",
  "JHG",
  "SOFI",
  "BIIB",
  null,
  "DVY",
  "SCHG",
  "SCHF",
  "SCHA",
  "MSCI",
  "DEI",
  "JKHY",
  "EIX",
  "NSC",
  "KIM",
  "KEY",
  "LUMN",
  "JCI",
  "NXPI",
  "LH",
  "KDP",
  "TER",
  "SO",
  "TTD",
  "SJM",
  "PPL",
  "OTIS",
  "SLG",
  "PSX",
  "CRM",
  "SWKS",
  "RVTY",
  "RPRX",
  null,
  "SYY",
  "DIA",
  "ORI",
  null,
  "MANH",
  "LYV",
  "LYB",
  "GEV",
  "MELI",
  "ZBH",
  "MCK",
  "EXR",
  "GWW",
  "NTAP",
  "PSA",
  null,
  "SYF",
  "NUE",
  "NRG",
  "FDX",
  "AME",
  "STE",
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "AVTR",
  "AVA",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDX",
  "BKH",
  "BA",
  null,
  "BMY",
  "BF-A",
  "BR",
  "BXP",
  "CDNS",
  "CARR",
  "CSL",
  "CE",
  "CBRE",
  "CDW",
  "CASY",
  "CNC",
  "CNP",
  "CHX",
  "CVX",
  "LNG",
  "CHTR",
  "CINF",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "CFG",
  "NET",
  "C",
  "CLX",
  "CME",
  "KO",
  "CMA",
  "COIN",
  "CMCSA",
  "CTSH",
  "CL",
  "CAG",
  "COP",
  "STZ",
  "COO",
  "CEG",
  "CPRT",
  "ED",
  "CTRA",
  "COTY",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CPNG",
  "CRH",
  "CRWD",
  "CVS",
  "CSX",
  "CW",
  "DHR",
  "DDOG",
  "DELL",
  "DE",
  "DVN",
  "FANG",
  "DAL",
  "DXCM",
  "DFAC",
  "DFS",
  "DLR",
  "EFA",
  "ADI",
  "MCO",
  "VMC",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "APO",
  "MO",
  "MLM",
  "XLK",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 574
Total Value: 1667140377
Accession Number: 0001398344-25-008926
Form Type: 13F-HR
CIK: meeder-advisory-services
Manager Name: Meeder-Advisory-Services

Data Enrichment

95% identified

547 identified27 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

574 positions • $1.7B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Palantir Technologies Inc.

PLTR|69608A108

Shares:70.8K

Value:$6.0M

% of Portfolio:0.4% ($6.0M/$1.7B)

COCA COLA CO

KO|191216100

Shares:78.3K

Value:$5.6M

% of Portfolio:0.3% ($5.6M/$1.7B)

CHEVRON CORP

CVX|166764100

Shares:33.4K

Value:$5.6M

% of Portfolio:0.3% ($5.6M/$1.7B)

33739P301

Shares:116.3K

Value:$5.6M

% of Portfolio:0.3% ($5.6M/$1.7B)

46138E537

Shares:239.1K

Value:$5.5M

% of Portfolio:0.3% ($5.5M/$1.7B)

ORACLE CORP

ORCL|68389X105

Shares:36.4K

Value:$5.1M

% of Portfolio:0.3% ($5.1M/$1.7B)

808524607

SCHA|808524607

Shares:214.7K

Value:$5.0M

% of Portfolio:0.3% ($5.0M/$1.7B)

GENERAL ELECTRIC CO

GE|369604301

Shares:25.1K

Value:$5.0M

% of Portfolio:0.3% ($5.0M/$1.7B)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:19.9K

Value:$5.0M

% of Portfolio:0.3% ($5.0M/$1.7B)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:118.1K

Value:$4.9M

% of Portfolio:0.3% ($4.9M/$1.7B)

922908751

VB|922908751

Shares:22.2K

Value:$4.9M

% of Portfolio:0.3% ($4.9M/$1.7B)

Salesforce, Inc.

CRM|79466L302

Shares:17.8K

Value:$4.8M

% of Portfolio:0.3% ($4.8M/$1.7B)

Philip Morris International Inc.

PM|718172109

Shares:29.6K

Value:$4.7M

% of Portfolio:0.3% ($4.7M/$1.7B)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:64.9K

Value:$4.7M

% of Portfolio:0.3% ($4.7M/$1.7B)

LINDE PLC

LIN|G54950103

Shares:10.0K

Value:$4.6M

% of Portfolio:0.3% ($4.6M/$1.7B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:73.3K

Value:$4.5M

% of Portfolio:0.3% ($4.5M/$1.7B)

AMGEN INC

AMGN|031162100

Shares:14.1K

Value:$4.4M

% of Portfolio:0.3% ($4.4M/$1.7B)

Merck & Co., Inc.

MRK|58933Y105

Shares:49.0K

Value:$4.4M

% of Portfolio:0.3% ($4.4M/$1.7B)

464288885

EFG|464288885

Shares:43.7K

Value:$4.4M

% of Portfolio:0.3% ($4.4M/$1.7B)

ServiceNow, Inc.

NOW|81762P102

Shares:5.4K

Value:$4.3M

% of Portfolio:0.3% ($4.3M/$1.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Palantir Technologies Inc.(PLTRcusip69608A108)	70.8K	QoQ -1.66% (-1.2K) YoY +255.26% (+50.9K)	All Managers (Combined)	$6.0M	0.4% ($6.0M/$1.7B)	QoQ +9.73% (-$530.4K) YoY +1203.10% (+$5.5M)
COCA COLA CO(KOcusip191216100)	78.3K	QoQ +13.81% (+9.5K) YoY +63.36% (+30.4K)	All Managers (Combined)	$5.6M	0.3% ($5.6M/$1.7B)	QoQ +30.92% (+$1.3M) YoY +91.24% (+$2.7M)
CHEVRON CORP(CVXcusip166764100)	33.4K	QoQ +4.26% (+1.4K) YoY +28.85% (+7.5K)	All Managers (Combined)	$5.6M	0.3% ($5.6M/$1.7B)	QoQ +20.42% (+$946.8K) YoY +36.65% (+$1.5M)
(cusip33739P301)✕	116.3K	QoQ +12.01% (+12.5K) YoY NEW(+116.3K)	All Managers (Combined)	$5.6M	0.3% ($5.6M/$1.7B)	QoQ +10.89% (+$545.9K) YoY NEW(+$5.6M)
(cusip46138E537)✕	239.1K	QoQ +13.40% (+28.3K) YoY NEW(+239.1K)	All Managers (Combined)	$5.5M	0.3% ($5.5M/$1.7B)	QoQ +10.67% (+$531.3K) YoY NEW(+$5.5M)
ORACLE CORP(ORCLcusip68389X105)	36.4K	QoQ -0.47% (-175) YoY +39.32% (+10.3K)	All Managers (Combined)	$5.1M	0.3% ($5.1M/$1.7B)	QoQ -16.50% (-$1.0M) YoY +55.07% (+$1.8M)
(SCHAcusip808524607)	214.7K	QoQ +9.58% (-18.8K) YoY +275.25% (+157.5K)	All Managers (Combined)	$5.0M	0.3% ($5.0M/$1.7B)	QoQ -0.71% (-$36.0K) YoY +78.55% (+$2.2M)
GENERAL ELECTRIC CO(GEcusip369604301)	25.1K	QoQ +15.93% (+3.5K) YoY +62.08% (+9.6K)	All Managers (Combined)	$5.0M	0.3% ($5.0M/$1.7B)	QoQ +39.12% (+$1.4M) YoY +84.82% (+$2.3M)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	19.9K	QoQ +13.67% (+2.4K) YoY +77.52% (+8.7K)	All Managers (Combined)	$5.0M	0.3% ($5.0M/$1.7B)	QoQ +28.58% (+$1.1M) YoY +131.16% (+$2.8M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	118.1K	QoQ +0.87% (-1.0K) YoY +45.54% (+37.0K)	All Managers (Combined)	$4.9M	0.3% ($4.9M/$1.7B)	QoQ -4.22% (-$217.3K) YoY +60.16% (+$1.9M)
(VBcusip922908751)	22.2K	QoQ +11.75% (+2.3K) YoY +44.40% (+6.8K)	All Managers (Combined)	$4.9M	0.3% ($4.9M/$1.7B)	QoQ +3.13% (+$149.7K) YoY +40.07% (+$1.4M)
Salesforce, Inc.(CRMcusip79466L302)	17.8K	QoQ +3.80% (-653) YoY +51.85% (+6.1K)	All Managers (Combined)	$4.8M	0.3% ($4.8M/$1.7B)	QoQ -16.67% (-$957.2K) YoY +35.30% (+$1.2M)
Philip Morris International Inc.(PMcusip718172109)	29.6K	QoQ +12.30% (+3.2K) YoY +83.46% (+13.4K)	All Managers (Combined)	$4.7M	0.3% ($4.7M/$1.7B)	QoQ +48.11% (+$1.5M) YoY +217.84% (+$3.2M)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	64.9K	QoQ +5.50% (+3.4K) YoY +41.32% (+19.0K)	All Managers (Combined)	$4.7M	0.3% ($4.7M/$1.7B)	QoQ +7.83% (+$338.4K) YoY +75.04% (+$2.0M)
LINDE PLC(LINcusipG54950103)	10.0K	QoQ +15.98% (+1.4K) YoY +58.69% (+3.7K)	All Managers (Combined)	$4.6M	0.3% ($4.6M/$1.7B)	QoQ +28.98% (+$1.0M) YoY +59.13% (+$1.7M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	73.3K	QoQ +12.70% (+8.3K) YoY +26.71% (+15.4K)	All Managers (Combined)	$4.5M	0.3% ($4.5M/$1.7B)	QoQ +17.48% (+$672.9K) YoY +56.67% (+$1.6M)
AMGEN INC(AMGNcusip031162100)	14.1K	QoQ +11.61% (+1.5K) YoY +43.27% (+4.3K)	All Managers (Combined)	$4.4M	0.3% ($4.4M/$1.7B)	QoQ +33.42% (+$1.1M) YoY +56.99% (+$1.6M)
Merck & Co., Inc.(MRKcusip58933Y105)	49.0K	QoQ +5.46% (-2.5K) YoY +35.63% (-12.9K)	All Managers (Combined)	$4.4M	0.3% ($4.4M/$1.7B)	QoQ -4.84% (-$223.9K) YoY -7.73% (-$368.9K)
(EFGcusip464288885)	43.7K	QoQ +7.80% (+3.2K) YoY +352.93% (+34.1K)	All Managers (Combined)	$4.4M	0.3% ($4.4M/$1.7B)	QoQ +11.33% (+$445.1K) YoY +336.39% (+$3.4M)
ServiceNow, Inc.(NOWcusip81762P102)	5.4K	QoQ +26.16% (-1.1K) YoY +63.78% (+2.1K)	All Managers (Combined)	$4.3M	0.3% ($4.3M/$1.7B)	QoQ -5.24% (-$240.3K) YoY +71.03% (+$1.8M)