Fifth Third Wealth Advisors LLC Purchases in Q1 2025

Fifth Third Wealth Advisors LLC

  • $1.93 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
15.1K
+ 26.48%
$37.81 - $46.49 $570K - $700K
72K $3.26B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
25.6K
+ 146.68%
$40.03 - $46.81 $1.02M - $1.2M
43.1K $1.75B
CSCO
Cisco Systems, Inc.

Technology
13.1K
+ 23.36%
$58.74 - $64.87 $770K - $850K
69.2K $4.27B
UNH
Unitedhealth Group Inc

Healthcare
1.33K
+ 9.91%
$461.52 - $548.18 $615K - $730K
14.8K $7.74B
BSX
Boston Scientific Corp

Healthcare
5.57K
+ 17.53%
$89.38 - $106.18 $497K - $591K
37.3K $3.76B
IAU
Ishares Gold Trust

ETFs
5.88K
+ 9.92%
$49.74 - $58.96 $293K - $347K
65.2K $3.84B
IJK
Ishares S&P Midcap 400 Growth

ETFs
14.2K
+ 36.56%
$81.62 - $96.63 $1.16M - $1.38M
53.2K $4.43B
SBUX
Starbucks Corp

Consumer Cyclical
7.2K
+ 28.32%
$91.75 - $115.81 $660K - $833K
32.6K $3.2B
MA
Mastercard Inc

Financial Services
773
+ 3.85%
$504.67 - $576.31 $390K - $445K
20.8K $11.4B
Blackrock Inc Com
1.21K
+ 32.44%
N/A
4.96K $4.69B
HON
Honeywell International Inc

Industrials
4.93K
+ 33.78%
$202.75 - $226.52 $999K - $1.12M
19.5K $4.13B
ELV
Elevance Health, Inc.

Healthcare
1.55K
+ 65.66%
$365.9 - $436.25 $565K - $674K
3.9K $1.7B
RTX
Raytheon Technologies Corp

Industrials
3.19K
+ 13.23%
$114.1 - $135.66 $364K - $433K
27.3K $3.62B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
368
+ 31.45%
$1187.71 - $1432.58 $437K - $527K
1.54K $2.2B
COST
Costco Wholesale Corp

Consumer Defensive
581
+ 6.55%
$890.62 - $1076.86 $517K - $626K
9.45K $8.94B
ADI
Analog Devices Inc

Technology
4.37K
+ 46.91%
$201.56 - $243.82 $881K - $1.07M
13.7K $2.76B
T
At&T Inc.

Communication Services
1.83K
+ 1.4%
$21.56 - $28.28 $39.3K - $51.6K
132K $3.73B
TJX
Tjx Companies Inc

Consumer Cyclical
5.97K
+ 24.85%
$112.81 - $126.16 $673K - $753K
30K $3.65B
AMGN
Amgen Inc

Healthcare
1.65K
+ 36.29%
$258.59 - $327.36 $426K - $539K
6.19K $1.93B
PEP
Pepsico Inc

Consumer Defensive
5.27K
+ 20.07%
$142.64 - $156.42 $752K - $824K
31.5K $4.73B
IWY
Ishares Tr Russell 200 Growth

ETFs
3.45K
New
$210.19 - $243.33 $726K - $840K
3.45K $728M
PFE
Pfizer Inc

Healthcare
31.8K
+ 35.89%
$25.01 - $27.13 $794K - $862K
120K $3.05B
SCHW
Schwab Charles Corp

Financial Services
7.48K
+ 40.59%
$71.24 - $83.64 $533K - $625K
25.9K $2.03B
MS
Morgan Stanley

Financial Services
7.37K
+ 32.44%
$111.68 - $141.08 $823K - $1.04M
30.1K $3.51B
AEP
American Electric Power CO Inc

Utilities
4.9K
+ 83.24%
$90.32 - $109.27 $442K - $535K
10.8K $1.18B
BAC
Bank Of America Corp

Financial Services
25.1K
+ 13.18%
$39.61 - $47.74 $994K - $1.2M
216K $9B
DFS
Discover Financial Services

Financial Services
3.69K
+ 119.43%
$152.99 - $203.25 $565K - $751K
6.79K $1.16B
WMB
Williams Companies, Inc.

Energy
6K
+ 15.04%
$54.02 - $61.09 $324K - $367K
45.9K $2.74B
XPO
Xpo Logistics, Inc.

Industrials
6.35K
+ 144.51%
$106.12 - $148.16 $674K - $941K
10.8K $1.16B
EFG
Msci Eafe Growth ETF

ETFs
5.39K
+ 90.69%
$96.1 - $106.37 $518K - $573K
11.3K $1.13B
VONE
Vanguard Russell 1000 ETF

ETFs
2.28K
+ 83.9%
$250.16 - $278.79 $570K - $635K
4.99K $1.27B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.44K
+ 4.33%
$128.74 - $138.67 $315K - $339K
58.8K $7.98B
DE
Deere & CO

Industrials
153
+ 1.55%
$408.57 - $509.27 $62.5K - $77.9K
10K $4.71B
NEE
Nextera Energy Inc

Utilities
8.03K
+ 13.02%
$66.96 - $76.16 $538K - $611K
69.7K $4.94B
ORCL
Oracle Corp

Technology
13K
+ 26.62%
$139.81 - $186.47 $1.82M - $2.43M
61.9K $8.66B
PLTR
Palantir Technologies Inc.

Technology
3.7K
+ 16.65%
$64.98 - $124.62 $241K - $461K
25.9K $2.19B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.49K
+ 6.86%
$42.5 - $46.71 $318K - $350K
117K $5.28B
MNST
Monster Beverage Corp

Consumer Defensive
6.53K
+ 46.01%
$46.16 - $58.58 $301K - $383K
20.7K $1.21B
VV
Vanguard Large Cap ETF

ETFs
1.73K
New
$253.32 - $282.66 $437K - $488K
1.73K $444M
GWRE
Guidewire Software, Inc.

Technology
2.37K
New
$166.74 - $218.22 $395K - $517K
2.37K $443M
Ge Vernova Inc
2.31K
+ 20.85%
N/A
13.4K $4.09B
DASH
Door Dash, Inc.

Communication Services
2.37K
New
$168.37 - $213.38 $400K - $507K
2.37K $434M
KLAC
Kla Corp

Technology
386
+ 11.23%
$636.62 - $777.63 $246K - $300K
3.82K $2.6B
PGR
Progressive Corp

Financial Services
461
+ 6.77%
$235.61 - $291.22 $109K - $134K
7.28K $2.06B
GXO
Gxo Logistics, Inc.

Industrials
10.9K
New
$36.31 - $46.18 $395K - $503K
10.9K $426M
SYK
Stryker Corp

Healthcare
986
+ 23.45%
$355.18 - $399.9 $350K - $394K
5.19K $1.93B
IBM
International Business Machines Corp

Technology
35
+ 0.25%
$217.4 - $264.74 $7.61K - $9.27K
14.1K $3.51B
ISRG
Intuitive Surgical Inc

Healthcare
1.32K
+ 14.26%
$476.63 - $610.45 $628K - $805K
10.6K $5.23B
TRGP
Targa Resources Corp.

Energy
1.63K
+ 45.84%
$178.44 - $217.22 $290K - $353K
5.17K $1.04B
Activity Summary
Buys All Purchases 575 New Holdings 54 Increased Positions 521 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 0
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