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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$471 Million 0.03% of portfolio
6,957
Q3 2024 New
$0
$454 Million 0.03% of portfolio
4,972
Q3 2024 Added 1.24%
$0
$464 Million 0.03% of portfolio
10,190
Q3 2024 New
$0
$519 Million 0.03% of portfolio
8,239
Q3 2024 Added 18.99%
$0
$469 Million 0.03% of portfolio
3,990
Q3 2024 New
$0
$404 Million 0.02% of portfolio
5,003
Q3 2024 New
$0
$406 Million 0.02% of portfolio
10,199
Q3 2024 Reduced 11.31%
$0
$387 Million 0.02% of portfolio
659
Q3 2024 Added 30.24%
$0
$257 Million 0.02% of portfolio
2,143
Q3 2024 New
$0
$279 Million 0.02% of portfolio
1,600
Q3 2024 Reduced 69.96%
$0
$355 Million 0.02% of portfolio
1,029
Q3 2024 New
$0
$279 Million 0.02% of portfolio
2,590
Q3 2024 New
$14.1B
$294 Million 0.02% of portfolio
10,347
Q3 2024 New
$0
$254 Million 0.02% of portfolio
4,421
Q3 2024 Added 13.36%
$0
$271 Million 0.02% of portfolio
2,048
Q3 2024 Reduced 1.92%
$0
$296 Million 0.02% of portfolio
942
Q3 2024 Added 28.51%
$0
$329 Million 0.02% of portfolio
2,805
Q3 2024 Added 19.57%
$0
$340 Million 0.02% of portfolio
4,112
Q3 2024 New
$0
$395 Million 0.02% of portfolio
10,720
Q1 2024 New
$0
$395 Million 0.02% of portfolio
2,562
Q3 2024 Added 2.81%
$0
$224 Million 0.01% of portfolio
2,150
Q3 2024 Reduced 3.15%
$0
$225 Million 0.01% of portfolio
532
Q3 2024 New
$0
$230 Million 0.01% of portfolio
6,718
Q3 2024 New
$0
$239 Million 0.01% of portfolio
5,279
Q3 2024 New
$0
$232 Million 0.01% of portfolio
1,095
Q2 2024 New
$0
$238 Million 0.01% of portfolio
1,759
Q3 2024 New

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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