Fedenia Advisers LLC Portfolio Holdings

Fedenia Advisers LLC

  • $154 Billion
  • Q1 2025

Fedenia Advisers LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $154 Billion distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $23.5B, Vanguard Index Fds S&P 500 ETF with a value of $13.1B, Ishares Core Total Usd Bond Ma with a value of $11.3B, Vanguard Ftse Developed Market with a value of $7.4B, and Ishares National Muni Bond ETF with a value of $7.22B.

Examining the 13F form we can see an decrease of $16.7B in the current position value, from $171B to 154B.

Fedenia Advisers LLC is based out at Madison, WI

Below you can find more details about Fedenia Advisers LLC portfolio as well as his latest detailed transactions.

Portfolio value $154 Billion
ETFs: $102 Billion
Technology: $17.1 Billion
Financial Services: $8.75 Billion
Healthcare: $4.85 Billion
Consumer Cyclical: $3.81 Billion
Communication Services: $3.58 Billion
Industrials: $1.73 Billion
Basic Materials: $1.16 Billion
Other: $1.25 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$987M
$240 Million 0.16% of portfolio
3,855
Q1 2025 Added 40.95%
$87.4B
$242 Million 0.16% of portfolio
2,782
Q1 2025 Added 13.92%
$32.5B
$247 Million 0.16% of portfolio
935
Q1 2025 Added 14.16%
$39.9B
$223 Million 0.15% of portfolio
1,397
Q1 2025 Added 24.73%
$165B
$227 Million 0.15% of portfolio
803
Q1 2025 Reduced 5.75%
$22.4B
$233 Million 0.15% of portfolio
468
Q1 2025 Reduced 0.21%
$102B
$233 Million 0.15% of portfolio
1,155
Q1 2025 Reduced 7.15%
$162B
$235 Million 0.15% of portfolio
2,292
Q1 2025 Reduced 24.16%
$53.2B
$236 Million 0.15% of portfolio
5,750
Q1 2025 New
$34.7B
$212 Million 0.14% of portfolio
1,167
Q1 2025 Reduced 52.17%
$31.2B
$212 Million 0.14% of portfolio
1,701
Q1 2025 Reduced 0.87%
$16.1B
$206 Million 0.13% of portfolio
1,533
Q1 2025 Reduced 24.33%
$0
$205 Million 0.13% of portfolio
1,593
Q1 2025 Added 0.5%
$31.1B
$204 Million 0.13% of portfolio
2,098
Q1 2025 Reduced 5.32%

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $154 Billion
  • Prior Value $171 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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