AI Portfolio Summary
In 2026 Q1, Meeder Advisory Services, Inc. maintained a portfolio of 733 distinct positions. They heavily accumulated shares in J P MORGAN EXCHANGE , increasing their position by 32.5%. The fund also reduced its exposure to MICROSOFT CORP by 7.4%.
Total Positions
733
Quarter
2026 Q1
Top Holding
JMUB (8.9%)
Top 10 Concentration
39.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 733
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
JMUB
J P MORGAN EXCH...
|
ETF | 8.91% | 6.98% |
#1
Prev: #1
|
8.1 | 1,044,894 | 32.5% |
P
S
|
4,262,379 | $213,076,329 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IEFA
ISHARES TR
|
ETF | 6.02% | 5.58% |
#2
Prev: #2
|
5.9 | 137,123 | 9.4% |
P
S
|
1,590,254 | $143,965,664 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 4.39% | 4.81% |
#3
Prev: #3
|
3.3 | 1,229 | 0.2% |
P
S
|
602,234 | $105,029,633 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IEMG
ISHARES INC
|
ETF | 4.33% | 3.99% |
#4
1
Prev: #5
|
4.2 | 101,257 | 7.3% |
P
S
|
1,485,283 | $103,598,468 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AAPL
APPLE INC
|
Technology | 4.05% | 4.38% |
#5
1
Prev: #4
|
2.6 | 5,750 | 1.5% |
P
S
|
381,218 | $96,749,263 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
MMIT
NEW YORK LIFE I...
|
ETF | 2.97% | 2.36% |
#6
2
Prev: #8
|
3.7 | 683,938 | 30.3% |
P
S
|
2,944,732 | $70,982,757 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.50% | 3.62% |
#7
1
Prev: #6
|
1.5 | -12,935 | -7.4% |
P
S
|
161,656 | $59,840,045 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
FLMI
FRANKLIN TEMPLE...
|
ETF | 2.45% | 2.02% |
#8
3
Prev: #11
|
3.5 | 473,020 | 25.0% |
P
S
|
2,365,948 | $58,651,859 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 2.37% | 2.50% |
#9
2
Prev: #7
|
1.4 | -47,781 | -5.1% |
P
S
|
885,176 | $56,722,101 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.84% | 2.03% |
#10
Prev: #10
|
1.2 | 5,648 | 2.8% |
P
S
|
210,911 | $43,926,509 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.67% | 1.70% |
#11
1
Prev: #12
|
2.7 | 11,635 | 9.2% |
P
S
|
138,485 | $39,822,667 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
SGOV
ISHARES TR
|
Bond/Debt | 1.55% | 1.10% |
#12
9
Prev: #21
|
3.1 | 113,809 | 44.6% |
P
S
|
369,041 | $37,147,647 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
UITB
VICTORY PORTFOL...
|
Bond/Debt | 1.52% | 1.50% |
#13
2
Prev: #15
|
1.1 | 35,071 | 4.8% |
P
S
|
771,328 | $36,265,511 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.49% | 1.70% |
#14
1
Prev: #13
|
1.1 | 662 | 0.6% |
P
S
|
115,240 | $35,667,991 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VCRB
VANGUARD MALVER...
|
ETF | 1.47% | 1.44% |
#15
2
Prev: #17
|
1.1 | 21,012 | 4.9% |
P
S
|
453,083 | $35,059,581 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 1.43% | 1.49% |
#16
Prev: #16
|
1.1 | -29,720 | -3.8% |
P
S
|
750,306 | $34,251,458 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.40% | 1.54% |
#17
3
Prev: #14
|
1.1 | 2,659 | 2.3% |
P
S
|
117,008 | $33,565,027 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.22% | 1.37% |
#18
Prev: #18
|
2.5 | 2,741 | 5.7% |
P
S
|
50,943 | $29,146,090 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
FMHI
FIRST TR EXCH T...
|
ETF | 1.08% | 1.00% |
#19
4
Prev: #23
|
2.4 | 53,886 | 11.0% |
P
S
|
542,231 | $25,777,672 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.99% | 1.12% |
#20
1
Prev: #19
|
0.9 | -485 | -0.6% |
P
S
|
80,435 | $23,660,876 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 0.96% | 1.02% |
#21
1
Prev: #22
|
0.9 | -20,168 | -4.0% |
P
S
|
486,722 | $22,832,142 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.87% | 1.11% |
#22
2
Prev: #20
|
0.8 | -1,472 | -2.6% |
P
S
|
56,250 | $20,910,800 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.86% | 0.59% |
#23
5
Prev: #28
|
2.3 | 5,945 | 5.2% |
P
S
|
120,858 | $20,504,810 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.75% | 0.89% |
#24
Prev: #24
|
0.8 | 76 | 0.4% |
P
S
|
19,473 | $17,910,256 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.72% | 0.73% |
#25
Prev: #25
|
2.3 | 2,022 | 6.0% |
P
S
|
35,827 | $17,168,375 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VYMI
VANGUARD WHITEH...
|
Bond/Debt | 0.71% | 0.64% |
#26
1
Prev: #27
|
2.3 | 12,906 | 7.7% |
P
S
|
179,533 | $16,919,173 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.65% | 0.52% |
#27
6
Prev: #33
|
2.3 | 4,916 | 8.3% |
P
S
|
63,813 | $15,598,380 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.63% | 0.67% |
#28
2
Prev: #26
|
0.8 | -14,755 | -5.1% |
P
S
|
276,448 | $14,942,002 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.62% | 0.55% |
#29
2
Prev: #31
|
0.7 | 5,163 | 4.5% |
P
S
|
119,912 | $14,902,615 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IDV
ISHARES TR
|
Bond/Debt | 0.61% | 0.55% |
#30
2
Prev: #32
|
2.2 | 22,020 | 6.8% |
P
S
|
344,603 | $14,666,318 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
V
VISA INC
|
Financial Services | 0.48% | 0.57% |
#31
1
Prev: #30
|
0.7 | 52 | 0.1% |
P
S
|
37,742 | $11,407,169 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.47% | 0.49% |
#32
3
Prev: #35
|
0.7 | 1,860 | 3.7% |
P
S
|
51,790 | $11,263,852 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.46% | 0.58% |
#33
4
Prev: #29
|
0.7 | -758 | -1.0% |
P
S
|
74,830 | $10,946,132 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.44% | 0.36% |
#34
8
Prev: #42
|
2.2 | 950 | 9.8% |
P
S
|
10,630 | $10,591,974 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.44% | 0.36% |
#35
5
Prev: #40
|
0.7 | 132 | 0.9% |
P
S
|
14,849 | $10,519,805 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
EFG
ISHARES TR
|
Warrant | 0.44% | 0.40% |
#36
1
Prev: #37
|
2.2 | 11,716 | 14.2% |
P
S
|
94,053 | $10,474,727 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
NFLX
NETFLIX INC.
|
ETF | 0.43% | 0.45% |
#37
1
Prev: #36
|
0.7 | -3,725 | -3.4% |
P
S
|
107,068 | $10,294,622 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.43% | 0.52% |
#38
4
Prev: #34
|
0.7 | -803 | -3.8% |
P
S
|
20,461 | $10,223,634 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.37% | 0.39% |
#39
Prev: #39
|
0.6 | 451 | 1.7% |
P
S
|
27,153 | $8,930,466 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.37% | 0.29% |
#40
11
Prev: #51
|
0.6 | 1,779 | 4.5% |
P
S
|
41,126 | $8,786,911 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.36% | 0.28% |
#41
13
Prev: #54
|
2.1 | 2,114 | 9.2% |
P
S
|
25,188 | $8,509,572 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.36% | 0.40% |
#42
4
Prev: #38
|
0.6 | -140 | -0.5% |
P
S
|
29,906 | $8,486,517 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.34% | 0.33% |
#43
1
Prev: #44
|
2.1 | 3,270 | 6.1% |
P
S
|
56,758 | $8,198,070 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.34% | 0.24% |
#44
15
Prev: #59
|
2.1 | 3,483 | 9.7% |
P
S
|
39,512 | $8,175,062 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.34% | 0.35% |
#45
2
Prev: #43
|
0.6 | 202 | 2.2% |
P
S
|
9,514 | $8,048,726 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.31% | 0.26% |
#46
10
Prev: #56
|
2.1 | 5,747 | 10.2% |
P
S
|
62,281 | $7,491,830 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 0.31% | 0.30% |
#47
Prev: #47
|
0.6 | 8,204 | 3.3% |
P
S
|
256,725 | $7,465,561 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.31% | 0.30% |
#48
Prev: #48
|
2.1 | 5,185 | 5.7% |
P
S
|
96,007 | $7,449,167 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.31% | 0.29% |
#49
3
Prev: #52
|
2.1 | 1,853 | 8.5% |
P
S
|
23,744 | $7,379,246 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.30% | 0.25% |
#50
8
Prev: #58
|
2.1 | 10,333 | 12.3% |
P
S
|
94,640 | $7,197,371 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 |
Showing 1-50 of 733 holdings