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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$12.9B
$450 Million 0.03% of portfolio
3,012
Q3 2024 Added 0.67%
$0
$469 Million 0.03% of portfolio
3,990
Q3 2024 New
$13.5B
$473 Million 0.03% of portfolio
9,018
Q3 2024 Added 9.96%
$14.1B
$454 Million 0.03% of portfolio
1,382
Q3 2024 Added 0.66%
$116B
$464 Million 0.03% of portfolio
997
Q3 2024 Added 96.26%
$17.3B
$563 Million 0.03% of portfolio
3,646
Q3 2024 Reduced 1.75%
$59B
$488 Million 0.03% of portfolio
251
Q3 2024 Added 0.4%
$12.4B
$445 Million 0.03% of portfolio
1,649
Q3 2024 Added 0.73%
$47.1B
$457 Million 0.03% of portfolio
3,086
Q3 2024 Added 40.27%
$17.4B
$503 Million 0.03% of portfolio
3,612
Q3 2024 Added 1.6%
$21B
$459 Million 0.03% of portfolio
9,395
Q3 2024 Added 95.73%
$16.8B
$568 Million 0.03% of portfolio
9,159
Q3 2024 Added 14.59%
$8.23B
$275 Million 0.02% of portfolio
4,109
Q3 2024 Added 0.86%
$9.94B
$274 Million 0.02% of portfolio
3,169
Q3 2024 New
$9.35B
$246 Million 0.02% of portfolio
7,983
Q3 2024 Added 0.78%
$8.43B
$283 Million 0.02% of portfolio
3,485
Q3 2024 Reduced 3.54%
$28.7B
$269 Million 0.02% of portfolio
4,398
Q4 2023 New
$0
$404 Million 0.02% of portfolio
5,003
Q3 2024 New
$6.49B
$345 Million 0.02% of portfolio
3,423
Q3 2024 Reduced 2.76%
$9.61B
$270 Million 0.02% of portfolio
7,643
Q3 2024 Added 0.75%
$48.6B
$350 Million 0.02% of portfolio
1,175
Q3 2024 Added 0.69%
$0
$406 Million 0.02% of portfolio
10,199
Q3 2024 Reduced 11.31%
$7.92B
$303 Million 0.02% of portfolio
1,446
Q3 2024 Added 2.26%
$0
$387 Million 0.02% of portfolio
659
Q3 2024 Added 30.24%
$7.9B
$333 Million 0.02% of portfolio
4,200
Q3 2024 Reduced 35.56%
$0
$257 Million 0.02% of portfolio
2,143
Q3 2024 New
$7.74B
$288 Million 0.02% of portfolio
5,931
Q3 2024 Added 0.92%
$6.16B
$275 Million 0.02% of portfolio
3,644
Q3 2024 Added 13.03%
$0
$279 Million 0.02% of portfolio
1,600
Q3 2024 Reduced 69.96%
$37.4B
$384 Million 0.02% of portfolio
1,535
Q3 2024 Added 23.39%
Veralto Corp
-
$340 Million 0.02% of portfolio
-
Q3 2024 Added 6.85%
$25.7B
$349 Million 0.02% of portfolio
5,443
Q3 2024 Added 42.19%
$0
$355 Million 0.02% of portfolio
1,029
Q3 2024 New
$15.1B
$338 Million 0.02% of portfolio
5,684
Q3 2024 Reduced 22.98%
Annaly Capital Management In
-
$297 Million 0.02% of portfolio
-
Q3 2024 Added 0.86%
$10.6B
$307 Million 0.02% of portfolio
6,583
Q3 2024 Added 0.8%
$46.1B
$357 Million 0.02% of portfolio
4,006
Q3 2024 Reduced 17.71%
$10.9B
$381 Million 0.02% of portfolio
7,077
Q3 2024 Added 0.81%
$29.2B
$348 Million 0.02% of portfolio
2,426
Q3 2024 Added 4.98%
$45.1B
$302 Million 0.02% of portfolio
1,126
Q3 2024 Reduced 3.1%
$7.38B
$290 Million 0.02% of portfolio
1,550
Q3 2024 Added 7.86%
$7.89B
$283 Million 0.02% of portfolio
1,347
Q3 2024 Reduced 9.35%
$10.2B
$291 Million 0.02% of portfolio
12,729
Q3 2024 New
$13.1B
$349 Million 0.02% of portfolio
9,079
Q3 2024 Reduced 0.58%
$35.2B
$390 Million 0.02% of portfolio
3,186
Q3 2024 New
$0
$279 Million 0.02% of portfolio
2,590
Q3 2024 New
$7.51B
$255 Million 0.02% of portfolio
3,633
Q3 2024 Added 0.78%
$14.7B
$294 Million 0.02% of portfolio
10,347
Q3 2024 New
$11.1B
$307 Million 0.02% of portfolio
2,558
Q3 2024 Added 5.35%

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
Track This Portfolio

Track Fifth Third Wealth Advisors LLC Portfolio

Follow Fifth Third Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fifth Third Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fifth Third Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email