Fedenia Advisers LLC
RIA/Wealth
Fedenia Advisers LLC is a RIA/Wealth based in Madison, WI led by Ross Alexander Fedenia, managing $242.5M across 152 long positions as of Q3 2025 with 58% ETF concentration.
CEORoss Alexander Fedenia
- Portfolio Value
- $242.5M
- Positions
- 152
- Top Holding
- VOO at 7.84%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Fedenia Advisers LLC's portfolio (41.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $19.0M | 7.84% | +$875.1K Bought | — 31.0K shares | |
ETF ETF | $18.1M | 7.46% | -$958.8K Sold | — 278.3K shares | |
ETF ETF | $11.4M | 4.72% | +$649.6K Bought | — 19.0K shares | |
ETF ETF | $11.1M | 4.58% | +$664.2K Bought | — 16.7K shares | |
ETF ETF | $10.0M | 4.13% | +$567.3K Bought | — 166.9K shares | |
ETF ETF | $8.6M | 3.55% | -$351.0K Sold | — 184.1K shares | |
ETF ETF | $7.9M | 3.25% | +$1.1M Bought | — 74.1K shares | |
Consumer Electronics Technology | $5.4M | 2.21% | +$623.1K Bought | 0.00% 21.1K shares | |
Software - Infrastructure Technology | $5.1M | 2.09% | +$768.6K Bought | 0.00% 9.8K shares | |
Software - Infrastructure Technology | $4.3M | 1.78% | +$369.2K Bought | 0.00% 23.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Fedenia Advisers LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Fedenia Advisers LLC
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