Fifth Third Wealth Advisors LLC Incresed Positions in Q1 2025

Fifth Third Wealth Advisors LLC

  • $1.93 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
196K
+ 28.13%
$69.57 - $78.65 $13.6M - $15.4M
891K $67.4B
LOW
Lowes Companies Inc

Consumer Cyclical
19.2K
+ 67.68%
$222.66 - $268.42 $4.27M - $5.14M
47.5K $11.1B
IWF
Ishares Russell 1000 Gr ETF

ETFs
15.8K
+ 34.55%
$360.07 - $417.26 $5.69M - $6.6M
61.6K $22.2B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.51K
+ 4.8%
$442.66 - $534.52 $670K - $809K
33.1K $17.6B
V
Visa Inc.

Financial Services
5.9K
+ 20.23%
$306.92 - $362.71 $1.81M - $2.14M
35K $12.3B
XOM
Exxon Mobil Corp

Energy
13.5K
+ 10.63%
$105.44 - $118.93 $1.42M - $1.6M
140K $16.7B
META
Meta Platforms, Inc.

Communication Services
5.86K
+ 14.11%
$576.74 - $736.67 $3.38M - $4.32M
47.4K $27.3B
JPM
Jpmorgan Chase & CO

Financial Services
9.87K
+ 10.08%
$225.19 - $279.95 $2.22M - $2.76M
108K $26.4B
ABBV
Abb Vie Inc.

Healthcare
7.39K
+ 16.88%
$169.2 - $216.66 $1.25M - $1.6M
51.2K $10.7B
VEA
Vanguard Ftse Developed Market

ETFs
49.6K
+ 58.82%
$47.4 - $52.99 $2.35M - $2.63M
134K $6.81B
IVV
Ishares Core S&P 500 ETF

ETFs
24.1K
+ 5.92%
$554.06 - $615.85 $13.4M - $14.9M
432K $243B
WMT
Walmart Inc.

Consumer Defensive
33K
+ 26.16%
$84.5 - $105.05 $2.79M - $3.46M
159K $14B
DVY
Ishares Tr

ETFs
15.9K
+ 12.26%
$128.58 - $138.1 $2.04M - $2.19M
145K $19.5B
VT
Vanguard Total World Stk Index

ETFs
21.6K
+ 679.21%
$115.08 - $123.97 $2.48M - $2.68M
24.8K $2.87B
LLY
Eli Lilly & CO

Healthcare
1.92K
+ 14.44%
$725.72 - $929.72 $1.39M - $1.78M
15.2K $12.6B
IWD
Ishares Russell 1000 Val ETF

ETFs
11.6K
+ 95.23%
$182.82 - $196.21 $2.13M - $2.29M
23.9K $4.49B
EFA
Ishares Tr Msci Eafe ETF

ETFs
15K
+ 9.94%
$74.85 - $84.89 $1.12M - $1.28M
166K $13.6B
RSP
Invesco S&P 500 Equal Weight E

ETFs
11.7K
+ 36.45%
$169.43 - $182.84 $1.98M - $2.13M
43.7K $7.56B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
49.6K
+ 16.29%
$102.49 - $119.96 $5.08M - $5.95M
354K $37B
PM
Philip Morris International Inc.

Consumer Defensive
5.69K
+ 21.81%
$117.15 - $158.79 $666K - $903K
31.8K $5.04B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
17K
+ 64.06%
$117.4 - $131.02 $2M - $2.23M
43.6K $5.23B
ABT
Abbott Laboratories

Healthcare
9.41K
+ 28.79%
$111.1 - $140.22 $1.05M - $1.32M
42.1K $5.59B
IWR
Ishares Russell Mid Cap ETF

ETFs
28.6K
+ 15.41%
$82.81 - $92.93 $2.37M - $2.66M
214K $18.2B
MRVL
Marvell Technology, Inc.

Technology
33.3K
+ 649.34%
$61.57 - $126.06 $2.05M - $4.2M
38.4K $2.37B
VGT
Vanguard Information Technolog

ETFs
3.25K
+ 317.5%
$543.24 - $646.34 $1.76M - $2.1M
4.27K $2.32B
NFLX
Netflix Inc

Communication Services
1.44K
+ 19.48%
$828.4 - $1058.6 $1.19M - $1.53M
8.84K $8.25B
CVX
Chevron Corp

Energy
5.37K
+ 16.15%
$146.71 - $167.97 $788K - $902K
38.6K $6.46B
WELL
Welltower Inc.

Real Estate
9.05K
+ 176.05%
$124.05 - $156.86 $1.12M - $1.42M
14.2K $2.17B
GE
General Electric CO

Industrials
4.74K
+ 28.61%
$168.59 - $212.13 $800K - $1.01M
21.3K $4.27B
VIG
Vanguard Dividend Appreciation

ETFs
7.82K
+ 11.84%
N/A
73.9K $14.3B
KO
Coca Cola CO

Consumer Defensive
6.85K
+ 7.17%
$60.81 - $72.32 $416K - $495K
102K $7.33B
XLE
Energy Sector Spdr

ETFs
13.4K
+ 88.31%
$85.7 - $93.96 $1.15M - $1.26M
28.6K $2.67B
PG
Procter & Gamble CO

Consumer Defensive
7.12K
+ 19.2%
$158.56 - $176.26 $1.13M - $1.25M
44.2K $7.53B
JNJ
Johnson & Johnson

Healthcare
5.04K
+ 23.35%
$142.06 - $167.7 $716K - $845K
26.6K $4.41B
UBER
Uber Technologies, Inc

Technology
10.5K
+ 25.99%
$63.17 - $81.49 $662K - $853K
50.8K $3.7B
TMUS
T Mobile Us, Inc.

Communication Services
1.61K
+ 9.45%
$211.3 - $272.83 $341K - $440K
18.7K $4.98B
BA
Boeing CO

Industrials
7.09K
+ 248.01%
$148.15 - $186.25 $1.05M - $1.32M
9.95K $1.7B
CASY
Caseys General Stores Inc

Consumer Cyclical
2.51K
+ 124.9%
$378.71 - $442.54 $950K - $1.11M
4.52K $1.96B
Arista Networks Inc
24.3K
+ 109.75%
N/A
46.4K $3.6B
MSFT
Microsoft Corp

Technology
21.8K
+ 14.09%
$375.39 - $447.2 $8.19M - $9.76M
177K $66.3B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
32K
+ 14.44%
$27.01 - $28.54 $863K - $912K
253K $7.08B
IWP
Ishares Russell Mid Cap Growth

ETFs
9.02K
+ 279.75%
$114.9 - $139.6 $1.04M - $1.26M
12.2K $1.44B
Linde PLC Shs
1.22K
+ 12.84%
N/A
10.8K $5.01B
MCD
Mcdonalds Corp

Consumer Cyclical
1.55K
+ 6.51%
$279.74 - $321.29 $433K - $497K
25.3K $7.91B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
77.3K
+ 8.75%
$57.21 - $65.8 $4.42M - $5.09M
961K $56.1B
CB
Chubb LTD

Financial Services
2.56K
+ 29.57%
$257.71 - $301.99 $661K - $774K
11.2K $3.39B
QCOM
Qualcomm Inc

Technology
6.46K
+ 38.09%
$151.94 - $175.86 $981K - $1.14M
23.4K $3.6B
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
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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