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Brandon Kipp

Meeder Advisory Services, Inc.

Assets Managed
$2.39B
Holdings
690
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
2.62%(2Q avg: 5.45%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Meeder Advisory Services, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 690 positions.

Assets under management

The assets under management (AUM) of Meeder Advisory Services, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.39B in assets, with a quarterly growth rate of 2.62% and a 2-quarter average growth rate of 5.45%. The portfolio is managed by Brandon Kipp, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JMUB
Jpmorgan Municipal Etf
Recent Activity
Increased 32.48%
8.92%
$213.076M
4.262M shares@ $50.0 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 9.44%
6.03%
$143.966M
1.59M shares@ $90.53 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.21%
4.4%
$105.03M
602,234 shares@ $174.41 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 7.32%
4.34%
$103.598M
1.485M shares@ $69.75 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.54%
4.05%
$96.749M
381,218 shares@ $253.79 avg price
MMIT
Nyli Mackay Muni Int Etf-usd
Recent Activity
Increased 30.26%
2.97%
$70.983M
2.945M shares@ $24.11 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -7.4%
2.51%
$59.84M
161,656 shares@ $370.17 avg price
FLMI
Franklin Dynamic Municipal B
Recent Activity
Increased 24.99%
2.46%
$58.652M
2.366M shares@ $24.8 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -5.12%
2.38%
$56.722M
885,176 shares@ $64.09 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 2.76%
1.84%
$43.927M
210,911 shares@ $208.28 avg price

1-10 of 690