Fifth Third Wealth Advisors LLC Portfolio Holdings

Fifth Third Wealth Advisors LLC

  • $1.84 Trillion
  • Q4 2024

Fifth Third Wealth Advisors LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.84 Trillion distributed in 722 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 $240B, Spdr S&P 500 ETF Trust with a value of $170B, Apple Inc. with a value of $72.9B, Nvidia Corp with a value of $67.9B, and Microsoft Corp with a value of $65.3B.

Examining the 13F form we can see an increase of $212B in the current position value, from $1.63T to 1.84T.

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 $1.84 Trillion
ETFs: $772 Billion
Technology: $334 Billion
Financial Services: $143 Billion
Consumer Cyclical: $134 Billion
Communication Services: $101 Billion
Industrials: $86 Billion
Healthcare: $75.5 Billion
Consumer Defensive: $58.9 Billion
Other: $86.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$90.8B
$275 Million 0.01% of portfolio
7,572
Q4 2024 New
$0
$223 Million 0.01% of portfolio
6,216
Q4 2024 New
$0
$266 Million 0.01% of portfolio
1,095
Q2 2024 New
$3.4B
$223 Million 0.01% of portfolio
1,776
Q4 2024 New
$8.14B
$202 Million 0.01% of portfolio
817
Q3 2024 Reduced 24.49%
$0
$232 Million 0.01% of portfolio
6,718
Q3 2024 New
$6.38B
$251 Million 0.01% of portfolio
3,871
Q4 2024 New
$5.25B
$103 Million 0.01% of portfolio
11,220
Q4 2024 New
Vanguard Ext Mkt Indx Adm
-
$227 Million 0.01% of portfolio
-
Q4 2024 New
$26.5B
$263 Million 0.01% of portfolio
2,174
Q4 2024 Reduced 1.0%
$0
$200 Million 0.01% of portfolio
2,280
Q4 2024 New
$0
$217 Million 0.01% of portfolio
1,218
Q4 2024 New
$17.1B
$228 Million 0.01% of portfolio
914
Q4 2024 New
$4.39B
$132 Million 0.01% of portfolio
14,008
Q4 2024 Added 29.07%
Healthcare Rlty Tr Cl A Com
-
$211 Million 0.01% of portfolio
-
Q3 2024 Added 0.78%
$7.07B
$271 Million 0.01% of portfolio
6,982
Q4 2024 Added 4.87%
$6.62B
$254 Million 0.01% of portfolio
4,617
Q3 2024 Added 13.05%
$7.75B
$221 Million 0.01% of portfolio
2,357
Q4 2024 Reduced 0.88%
$3.59B
$222 Million 0.01% of portfolio
6,627
Q4 2024 New
$5.57B
$207 Million 0.01% of portfolio
976
Q3 2024 New
$7.69B
$249 Million 0.01% of portfolio
1,550
Q3 2024 Added 7.86%
$6.12B
$257 Million 0.01% of portfolio
3,644
Q3 2024 Added 13.03%
$28.6B
$206 Million 0.01% of portfolio
1,105
Q4 2024 New
$5.39B
$260 Million 0.01% of portfolio
1,363
Q4 2024 New
Annaly Capital Management Inc
-
$271 Million 0.01% of portfolio
-
Q3 2024 Added 0.86%
$7.25B
$227 Million 0.01% of portfolio
6,644
Q3 2024 Reduced 0.72%
$34B
$259 Million 0.01% of portfolio
4,276
Q4 2024 Added 52.99%
$22.1B
$244 Million 0.01% of portfolio
9,809
Q4 2024 New
$18B
$204 Million 0.01% of portfolio
1,255
Q4 2024 New
$8.69B
$229 Million 0.01% of portfolio
3,537
Q3 2024 Added 0.86%
$6.66B
$209 Million 0.01% of portfolio
1,852
Q3 2024 Added 0.76%
$4.89B
$239 Million 0.01% of portfolio
2,824
Q4 2024 New
$16.3B
$272 Million 0.01% of portfolio
10,347
Q3 2024 New
$6.53B
$225 Million 0.01% of portfolio
2,058
Q3 2024 Added 0.73%
$23.9B
$208 Million 0.01% of portfolio
-
Q4 2024 Reduced 46.12%
Crane Company Common Stock
-
$271 Million 0.01% of portfolio
-
Q3 2024 Added 7.27%
$22.8B
$232 Million 0.01% of portfolio
9,080
Q4 2024 Added 3.81%
$32.3B
$245 Million 0.01% of portfolio
3,428
Q4 2024 Reduced 20.5%
$0
$260 Million 0.01% of portfolio
2,014
Q4 2024 Reduced 1.66%
Corpay Inc
-
$220 Million 0.01% of portfolio
-
Q4 2024 New
Bgc Group Inc Cl A
-
$106 Million 0.01% of portfolio
-
Q3 2024 Added 0.86%
Arcadium Lithium PLC Com Shs
-
$169 Million 0.01% of portfolio
-
Q3 2024 Reduced 2.04%
$10.4B
$218 Million 0.01% of portfolio
434
Q3 2024 Reduced 34.24%
$21.8B
$214 Million 0.01% of portfolio
1,231
Q4 2024 Added 0.49%
$26.3B
$251 Million 0.01% of portfolio
4,970
Q4 2024 Reduced 2.13%
$7.36B
$244 Million 0.01% of portfolio
3,908
Q4 2024 Added 4.91%
$7.69B
$266 Million 0.01% of portfolio
4,301
Q3 2024 Reduced 3.67%
$7.45B
$239 Million 0.01% of portfolio
5,839
Q4 2024 Reduced 1.55%
$14.3B
$218 Million 0.01% of portfolio
1,166
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 722
  • Current Value $1.84 Trillion
  • Prior Value $1.63 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 77 stocks
  • Additional Purchases 326 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 203 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