Fifth Third Wealth Advisors LLC Portfolio Holdings

Fifth Third Wealth Advisors LLC

  • $1.63 Trillion
  • Q3 2024

Fifth Third Wealth Advisors LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.63 Trillion distributed in 698 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $206B, Spdr S&P 500 ETF Trust with a value of $160B, Apple Inc. with a value of $65B, Microsoft Corp with a value of $60.9B, and Nvidia Corp with a value of $58.4B.

Examining the 13F form we can see an increase of $313B in the current position value, from $1.32T to 1.63T.

Fifth Third Wealth Advisors LLC is based out at Cincinnati, OH

Below you can find more details about Fifth Third Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.63 Trillion
ETFs: $687 Billion
Technology: $300 Billion
Financial Services: $120 Billion
Consumer Cyclical: $110 Billion
Communication Services: $86.8 Billion
Industrials: $85.9 Billion
Healthcare: $79.2 Billion
Consumer Defensive: $56.3 Billion
Other: $91.6 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.31B
$223 Million 0.01% of portfolio
11,700
Q3 2024 Added 0.78%
$5.98B
$101 Million 0.01% of portfolio
10,741
Q3 2024 Added 0.85%
$7.54B
$227 Million 0.01% of portfolio
2,088
Q3 2024 New
$7.96B
$211 Million 0.01% of portfolio
5,361
Q3 2024 New
$4.63B
$202 Million 0.01% of portfolio
1,750
Q3 2024 New
$8.66B
$204 Million 0.01% of portfolio
10,246
Q3 2024 Reduced 0.75%
$6.2B
$204 Million 0.01% of portfolio
1,078
Q3 2024 Added 0.84%
$6.14B
$242 Million 0.01% of portfolio
1,737
Q3 2024 Added 0.75%
$5.63B
$211 Million 0.01% of portfolio
1,929
Q3 2024 Reduced 0.98%
$5.74B
$210 Million 0.01% of portfolio
3,260
Q3 2024 New
$2.41B
$70.8 Million 0.0% of portfolio
10,785
Q3 2024 Added 3.7%

Summary

  • Portfolio
  • No. of Stocks 698
  • Current Value $1.63 Trillion
  • Prior Value $1.32 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 83 stocks
  • Additional Purchases 451 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 156 stocks
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