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
$180B
$2.6 Billion 0.14% of portfolio
16,948
Q4 2024 Added 11.56%
$143B
$2.35 Billion 0.13% of portfolio
88,519
Q4 2024 Added 19.16%
$11.7B
$2.46 Billion 0.13% of portfolio
67,527
Q3 2024 New
$150B
$2.43 Billion 0.13% of portfolio
40,297
Q4 2024 Added 35.77%
$44B
$2.33 Billion 0.13% of portfolio
43,274
Q4 2024 Added 8.49%
$110B
$2.32 Billion 0.13% of portfolio
25,411
Q4 2024 Added 10.86%
$121B
$2.39 Billion 0.13% of portfolio
8,667
Q4 2024 Added 22.0%
Arista Networks Inc
-
$2.45 Billion 0.13% of portfolio
-
Q4 2024 New
$0
$2.3 Billion 0.12% of portfolio
7,950
Q4 2024 Added 263.35%
$0
$2.29 Billion 0.12% of portfolio
7,945
Q4 2024 Added 0.93%
$0
$2.26 Billion 0.12% of portfolio
12,229
Q4 2024 Added 114.69%
$183B
$2.28 Billion 0.12% of portfolio
56,906
Q4 2024 Added 10.62%
$74.2B
$2.16 Billion 0.12% of portfolio
39,913
Q4 2024 Added 7.63%
Vanguard Dev Mkt Indx Adm
-
$2.14 Billion 0.12% of portfolio
-
Q4 2024 New
$102B
$2.17 Billion 0.12% of portfolio
3,438
Q4 2024 Reduced 2.02%
$0
$2.15 Billion 0.12% of portfolio
3,780
Q4 2024 Added 4.16%
$74.2B
$2.1 Billion 0.11% of portfolio
9,391
Q4 2024 Added 8.93%
$163B
$2.06 Billion 0.11% of portfolio
54,968
Q4 2024 Added 6.98%
$174B
$2.04 Billion 0.11% of portfolio
1,923
Q4 2024 Added 4.51%
$118B
$2.07 Billion 0.11% of portfolio
25,869
Q4 2024 Reduced 8.3%
$167B
$2.09 Billion 0.11% of portfolio
4,205
Q4 2024 Added 6.0%
$174B
$2.02 Billion 0.11% of portfolio
3,216
Q4 2024 Added 10.55%
$0
$2 Billion 0.11% of portfolio
22,458
Q4 2024 Reduced 1.11%
$3.31B
$2.04 Billion 0.11% of portfolio
10,055
Q4 2024 Reduced 0.84%
$97.5B
$1.96 Billion 0.11% of portfolio
10,695
Q4 2024 Reduced 3.86%
$0
$2.02 Billion 0.11% of portfolio
3,955
Q4 2024 Added 35.12%
$110B
$1.98 Billion 0.11% of portfolio
9,317
Q4 2024 Added 28.09%
$54.5B
$2.03 Billion 0.11% of portfolio
3,805
Q4 2024 Added 8.56%
$63.8B
$1.9 Billion 0.1% of portfolio
26,093
Q4 2024 Reduced 4.9%
Vanguard Star Fds Star Fd
-
$1.78 Billion 0.1% of portfolio
-
Q4 2024 New
$0
$1.86 Billion 0.1% of portfolio
30,633
Q4 2024 Reduced 17.41%
$83.8B
$1.94 Billion 0.1% of portfolio
25,574
Q4 2024 Reduced 5.72%
$0
$1.81 Billion 0.1% of portfolio
43,200
Q4 2024 Added 68.09%
$102B
$1.8 Billion 0.1% of portfolio
21,350
Q4 2024 Added 4.54%
Vanguard Mid Cap Index Adm
-
$1.87 Billion 0.1% of portfolio
-
Q4 2024 New
$131B
$1.81 Billion 0.1% of portfolio
18,248
Q4 2024 Reduced 31.0%
Vanguard Index Fds Tot Stkidx
-
$1.86 Billion 0.1% of portfolio
-
Q4 2024 New
$0
$1.9 Billion 0.1% of portfolio
19,719
Q4 2024 Added 14.11%
$94.2B
$1.81 Billion 0.1% of portfolio
7,778
Q4 2024 Added 7.08%
$64.8B
$1.8 Billion 0.1% of portfolio
65,631
Q4 2024 Added 31.14%
$116B
$1.9 Billion 0.1% of portfolio
3,906
Q4 2024 Added 11.76%
Vanguard Windsor Ii Adm
-
$1.64 Billion 0.09% of portfolio
-
Q4 2024 New
$190B
$1.68 Billion 0.09% of portfolio
22,228
Q4 2024 Added 1.31%
$0
$1.72 Billion 0.09% of portfolio
10,491
Q4 2024 Reduced 26.49%
$155B
$1.6 Billion 0.09% of portfolio
6,990
Q4 2024 Added 9.24%
$161B
$1.63 Billion 0.09% of portfolio
6,814
Q4 2024 Added 1.94%
$73.8B
$1.73 Billion 0.09% of portfolio
5,773
Q4 2024 Added 4.22%
$41.3B
$1.61 Billion 0.09% of portfolio
23,151
Q4 2024 Added 2.4%
$190B
$1.67 Billion 0.09% of portfolio
337
Q4 2024 Added 10.86%

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
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