Fifth Third Wealth Advisors LLC Purchases in Q3 2024

Fifth Third Wealth Advisors LLC

  • $1.63 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
67.5K
+ 23.27%
$520.18 - $576.82 $35.1M - $38.9M
357K $206B
SPY
Spdr S&P 500 ETF Trust

ETFs
18.9K
+ 7.27%
$517.38 - $573.86 $9.77M - $10.8M
279K $160B
AAPL
Apple Inc.

Technology
35.2K
+ 14.44%
$207.23 - $234.82 $7.29M - $8.26M
279K $65B
IEFA
Ishares Tr

ETFs
128K
+ 25.44%
$70.09 - $78.74 $8.97M - $10.1M
631K $49.3B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
135K
+ 20.4%
$57.32 - $62.65 $7.73M - $8.45M
796K $49.6B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
44.2K
+ 20.53%
$105.53 - $118.34 $4.67M - $5.23M
260K $30.4B
NVDA
Nvidia Corp

Technology
67.8K
+ 16.42%
$98.91 - $134.91 $6.71M - $9.15M
481K $58.4B
VIG
Vanguard Dividend Appreciation

ETFs
35.1K
+ 449.88%
$182.15 - $182.15 $6.4M - $6.4M
42.9K $8.5B
MSFT
Microsoft Corp

Technology
19.9K
+ 16.39%
$395.15 - $467.56 $7.88M - $9.32M
142K $60.9B
HD
Home Depot, Inc.

Consumer Cyclical
11.6K
+ 54.31%
$333.64 - $405.2 $3.86M - $4.69M
32.9K $13.3B
USFD
Us Foods Holding Corp.

Consumer Defensive
87.3K
+ 1270.85%
$50.06 - $62.82 $4.37M - $5.48M
94.2K $5.79B
VTI
Vanguard Total Stock Market Et

ETFs
16.6K
+ 965.24%
$255.18 - $283.2 $4.24M - $4.71M
18.4K $5.2B
JPM
Jpmorgan Chase & CO

Financial Services
15.3K
+ 20.46%
$194.9 - $224.8 $2.99M - $3.45M
90.3K $19B
AVGO
Broadcom Inc.

Technology
75.5K
+ 1148.71%
$136.27 - $1745.86 $10.3M - $132M
82.1K $14.2B
MRK
Merck & Co., Inc.

Healthcare
34.3K
+ 102.49%
$111.15 - $128.97 $3.81M - $4.43M
67.8K $7.7B
CRWD
Crowd Strike Holdings, Inc.

Technology
12.8K
+ 659.21%
$217.89 - $392.15 $2.79M - $5.01M
14.7K $4.13B
AMZN
Amazon Com Inc

Consumer Cyclical
23.9K
+ 14.23%
$161.02 - $200.0 $3.86M - $4.79M
192K $35.8B
LEN
Lennar Corp

Consumer Cyclical
17K
+ 626.85%
$142.5 - $192.45 $2.42M - $3.26M
19.7K $3.68B
Blackrock Inc Com
3.34K
New
N/A
3.34K $3.17B
XOM
Exxon Mobil Corp

Energy
25.5K
+ 31.95%
$109.72 - $119.0 $2.8M - $3.04M
105K $12.4B
DVY
Ishares Tr

ETFs
10.6K
+ 8.76%
$119.99 - $135.74 $1.28M - $1.44M
132K $17.8B
VB
Vanguard Small Cap ETF

ETFs
10.6K
+ 33.57%
$214.77 - $237.72 $2.28M - $2.53M
42.3K $10B
IWR
Ishares Russell Mid Cap ETF

ETFs
24.6K
+ 18.22%
$79.92 - $88.19 $1.97M - $2.17M
160K $14.1B
GOOGL
Alphabet Inc.

Communication Services
31.5K
+ 23.76%
$148.65 - $191.18 $4.68M - $6.02M
164K $27.2B
EFA
Ishares Tr Msci Eafe ETF

ETFs
29.8K
+ 33.75%
$75.32 - $84.37 $2.25M - $2.52M
118K $9.89B
TSLA
Tesla, Inc.

Consumer Cyclical
2.99K
+ 8.75%
$191.76 - $263.26 $574K - $787K
37.2K $9.73B
Lam Research Corp
3.3K
New
N/A
3.3K $2.69B
NET
Cloudflare, Inc.

Technology
33.1K
New
$74.4 - $86.96 $2.46M - $2.88M
33.1K $2.68B
WMT
Walmart Inc.

Consumer Defensive
17.2K
+ 19.27%
$66.91 - $81.4 $1.15M - $1.4M
106K $8.58B
MA
Mastercard Inc

Financial Services
3.48K
+ 22.93%
$429.6 - $500.99 $1.49M - $1.74M
18.6K $9.2B
DIS
Walt Disney CO

Communication Services
26.6K
+ 65.17%
$85.6 - $98.61 $2.28M - $2.62M
67.4K $6.48B
ORCL
Oracle Corp

Technology
7.21K
+ 18.61%
$125.9 - $170.35 $907K - $1.23M
45.9K $7.82B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
41.8K
+ 364.85%
$49.83 - $62.75 $2.08M - $2.62M
53.2K $3.07B
GS
Goldman Sachs Group Inc

Financial Services
3.89K
+ 39.67%
$459.02 - $510.25 $1.79M - $1.99M
13.7K $6.79B
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.83K
+ 13.06%
$332.02 - $382.76 $1.6M - $1.85M
41.8K $15.7B
ISRG
Intuitive Surgical Inc

Healthcare
4.05K
+ 94.45%
$416.14 - $494.01 $1.69M - $2M
8.34K $4.1B
ABBV
Abb Vie Inc.

Healthcare
5.64K
+ 14.65%
$163.84 - $199.33 $924K - $1.12M
44.1K $8.72B
PANW
Palo Alto Networks Inc

Technology
5.93K
+ 137.83%
$294.18 - $368.01 $1.74M - $2.18M
10.2K $3.5B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.37K
+ 5.21%
$405.19 - $478.57 $555K - $656K
27.7K $12.7B
PNC
Pnc Financial Services Group, Inc.

Financial Services
9.59K
+ 113.64%
$156.14 - $187.2 $1.5M - $1.79M
18K $3.33B
CAT
Caterpillar Inc

Industrials
3.15K
+ 26.65%
$316.8 - $391.12 $997K - $1.23M
15K $5.85B
TOST
Toast, Inc.

Technology
67.5K
New
$22.71 - $28.31 $1.53M - $1.91M
67.5K $1.91B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
8.39K
+ 17.77%
$125.95 - $142.04 $1.06M - $1.19M
55.6K $7.9B
MCD
Mcdonalds Corp

Consumer Cyclical
3.28K
+ 18.27%
$245.82 - $304.51 $806K - $998K
21.2K $6.46B
UNH
Unitedhealth Group Inc

Healthcare
1.59K
+ 15.29%
$488.01 - $604.18 $778K - $963K
12K $7.03B
NVR
Nvr Inc

Consumer Cyclical
175
New
$7421.51 - $9811.8 $1.3M - $1.72M
175 $1.72B
RSP
Invesco S&P 500 Equal Weight E

ETFs
7.96K
+ 53.4%
$162.83 - $179.16 $1.3M - $1.43M
22.9K $4.1B
UNP
Union Pacific Corp

Industrials
5.84K
+ 59.6%
$221.78 - $256.09 $1.3M - $1.5M
15.6K $3.85B
KO
Coca Cola CO

Consumer Defensive
13.5K
+ 16.85%
$62.69 - $73.01 $847K - $986K
93.7K $6.73B
Activity Summary
Buys All Purchases 534 New Holdings 83 Increased Positions 451 Sells All Sells 156 Reductions 156 Sold out 0 Options Calls 0 Puts 0
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