Fifth Third Wealth Advisors
Latest statistics and disclosures from Fifth Third Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, SPY, NVDA, IEFA, MSFT, and represent 31.34% of Fifth Third Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: FAST (+$61M), IVV (+$20M), IEFA (+$7.0M), SPYG, MSFT, SPYV, SSB, NVDA, OEF, VGT.
- Started 77 new stock positions in SMCI, TTD, FTI, HWC, DGRO, MKSI, EL, ESGD, EPD, AA.
- Reduced shares in these 10 stocks: VFIAX (-$22M), South State Corporation, VSMAX, VVIAX, VBIAX, VIMAX, VEXAX, VGSTX, AVDE, LOW.
- Sold out of its positions in AGCO, AVEM, AVDE, ANSS, AWI, ARW, BMI, BBWI, BRBR, EAT.
- Fifth Third Wealth Advisors was a net buyer of stock by $142M.
- Fifth Third Wealth Advisors has $2.7B in assets under management (AUM), dropping by 13.82%.
- Central Index Key (CIK): 0001899030
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Portfolio Holdings for Fifth Third Wealth Advisors
Fifth Third Wealth Advisors holds 772 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Fifth Third Wealth Advisors has 772 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Fifth Third Wealth Advisors Sept. 30, 2025 positions
- Download the Fifth Third Wealth Advisors September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 12.2 | $330M | +6% | 493k | 669.30 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 7.4 | $201M | 302k | 666.18 |
|
|
| NVIDIA Corporation (NVDA) | 4.2 | $114M | +3% | 613k | 186.58 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 3.9 | $105M | +7% | 1.2M | 87.31 |
|
| Microsoft Corporation (MSFT) | 3.7 | $99M | +4% | 192k | 517.95 |
|
| Apple (AAPL) | 3.5 | $94M | +2% | 369k | 254.63 |
|
| Fastenal Company (FAST) | 2.3 | $62M | +7923% | 1.3M | 49.04 |
|
| Amazon (AMZN) | 2.2 | $59M | +4% | 270k | 219.57 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.0 | $55M | 847k | 65.26 |
|
|
| Alphabet Inc Class A cs (GOOGL) | 2.0 | $55M | +3% | 226k | 243.10 |
|
| Broadcom (AVGO) | 1.5 | $42M | +4% | 126k | 329.91 |
|
| JPMorgan Chase & Co. (JPM) | 1.5 | $40M | +2% | 128k | 315.43 |
|
| Facebook Inc cl a (META) | 1.4 | $38M | +4% | 52k | 734.38 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.3 | $37M | 308k | 118.83 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.1 | $31M | +6% | 66k | 468.41 |
|
| Alphabet Inc Class C cs (GOOG) | 0.9 | $25M | 101k | 243.55 |
|
|
| Ishares Tr Core Msci Emerging (IEMG) | 0.9 | $24M | +9% | 369k | 65.92 |
|
| Spdr Portfolio S&p 500 Growt Portfolio S&p 500 Growt (SPYG) | 0.9 | $23M | +23% | 222k | 104.51 |
|
| Tesla Motors (TSLA) | 0.8 | $22M | +2% | 50k | 444.72 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.8 | $22M | +4% | 152k | 142.10 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.8 | $20M | 212k | 96.55 |
|
|
| Berkshire Hathaway (BRK.B) | 0.7 | $19M | +2% | 39k | 502.74 |
|
| Spdr Port S&p 500 Value Port S&p 500 Value (SPYV) | 0.7 | $19M | +24% | 350k | 55.33 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $19M | 171k | 112.75 |
|
|
| Oracle Corporation (ORCL) | 0.7 | $19M | 66k | 281.24 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.7 | $18M | +23% | 55k | 332.84 |
|
| Wal-Mart Stores (WMT) | 0.7 | $18M | +4% | 174k | 103.06 |
|
| Vanguard World Info Tech Etf (VGT) | 0.7 | $18M | +23% | 24k | 746.64 |
|
| Home Depot (HD) | 0.6 | $17M | +2% | 43k | 405.19 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $17M | +4% | 183k | 93.37 |
|
| Visa (V) | 0.5 | $15M | +8% | 43k | 341.38 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $14M | +6% | 19k | 763.00 |
|
| Vanguard Index Fds S&p 500 Etf Index Fds S&p 500 Etf (VOO) | 0.5 | $14M | 23k | 612.39 |
|
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| Bank of America Corporation (BAC) | 0.5 | $14M | +4% | 264k | 51.59 |
|
| Goldman Sachs (GS) | 0.5 | $14M | 17k | 796.33 |
|
|
| MasterCard Incorporated (MA) | 0.5 | $13M | +5% | 23k | 568.81 |
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| Netflix (NFLX) | 0.4 | $12M | +2% | 10k | 1198.92 |
|
| Eaton (ETN) | 0.4 | $12M | +3% | 31k | 374.25 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $11M | +5% | 186k | 59.92 |
|
| Lowe's Companies (LOW) | 0.4 | $11M | -10% | 44k | 251.31 |
|
| Abbvie (ABBV) | 0.4 | $11M | 48k | 231.54 |
|
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| Ge Vernova (GEV) | 0.4 | $11M | +10% | 18k | 614.92 |
|
| General Electric (GE) | 0.4 | $11M | +7% | 35k | 300.82 |
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| Palantir Technologies (PLTR) | 0.4 | $11M | +12% | 58k | 182.42 |
|
| Vanguard Intl Equity Index Fds Intl Equity Index Fds (VWO) | 0.4 | $10M | +5% | 189k | 54.18 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $10M | +5% | 11k | 925.59 |
|
| Procter & Gamble Company (PG) | 0.3 | $9.2M | +7% | 60k | 153.65 |
|
| Ishares Tr Esg Msci Kld 400 Etf (DSI) | 0.3 | $9.2M | +8% | 73k | 125.95 |
|
| Ishares Tr Msci Emr Mrk Ex Chna (EMXC) | 0.3 | $9.0M | +11% | 134k | 67.51 |
|
| Spdr S&p Dividend Etf S&p Dividend Etf (SDY) | 0.3 | $8.6M | +2% | 62k | 140.05 |
|
| Caterpillar (CAT) | 0.3 | $8.3M | 18k | 477.15 |
|
|
| McDonald's Corporation (MCD) | 0.3 | $8.3M | 27k | 303.89 |
|
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.3 | $8.3M | +3% | 17k | 490.38 |
|
| Philip Morris International (PM) | 0.3 | $8.0M | +6% | 50k | 162.20 |
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| Arista Networks (ANET) | 0.3 | $7.8M | +10% | 53k | 145.71 |
|
| Chevron Corporation (CVX) | 0.3 | $7.5M | +12% | 48k | 155.29 |
|
| Coca-Cola Company (KO) | 0.3 | $7.4M | +3% | 112k | 66.32 |
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| Abbott Laboratories (ABT) | 0.3 | $7.4M | +6% | 55k | 133.94 |
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| Marvell Technology (MRVL) | 0.3 | $7.3M | +59% | 87k | 84.07 |
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| Vanguard Growth Etf Growth Etf (VUG) | 0.3 | $7.3M | 15k | 479.62 |
|
|
| Vanguard Index Fds Tot Stkidx Index Fds Tot Stkidx (VTSAX) | 0.3 | $7.2M | -5% | 45k | 159.76 |
|
| Vanguard World Russell 1000 Growth (VONG) | 0.3 | $7.2M | 60k | 120.50 |
|
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| Blackrock (BLK) | 0.3 | $7.2M | +14% | 6.1k | 1165.90 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $7.2M | 33k | 215.79 |
|
|
| Ishares Tr Russell 1000 Value E (IWD) | 0.3 | $7.1M | +15% | 35k | 203.59 |
|
| Network Associates Inc cl a (NET) | 0.3 | $7.1M | 33k | 214.59 |
|
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| Walt Disney Company (DIS) | 0.3 | $7.1M | 62k | 114.50 |
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| Johnson & Johnson (JNJ) | 0.3 | $7.0M | +14% | 38k | 185.42 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $6.5M | +4% | 27k | 241.96 |
|
| Vanguard Small-cap Etf Small-cap Etf (VB) | 0.2 | $6.3M | 25k | 254.28 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $6.2M | +4% | 33k | 189.70 |
|
| Us Foods Hldg Corp call (USFD) | 0.2 | $6.1M | 80k | 76.62 |
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| Applied Materials (AMAT) | 0.2 | $6.1M | +2% | 30k | 204.74 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $6.0M | +3% | 36k | 167.33 |
|
| Schwab Strategic Tr Us Dividen (SCHD) | 0.2 | $6.0M | -5% | 218k | 27.30 |
|
| Cisco Systems (CSCO) | 0.2 | $5.7M | +4% | 83k | 68.42 |
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| Morgan Stanley (MS) | 0.2 | $5.7M | +4% | 36k | 158.96 |
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| Pepsi (PEP) | 0.2 | $5.6M | +2% | 40k | 140.44 |
|
| Lam Research (LRCX) | 0.2 | $5.6M | -3% | 42k | 133.90 |
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| Uber Technologies (UBER) | 0.2 | $5.6M | +3% | 57k | 97.97 |
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| PNC Financial Services (PNC) | 0.2 | $5.6M | 28k | 200.93 |
|
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| Nextera Energy (NEE) | 0.2 | $5.5M | +3% | 73k | 75.49 |
|
| Honeywell International (HON) | 0.2 | $5.5M | +4% | 26k | 210.50 |
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| Ishares Gold Trust Ishares New (IAU) | 0.2 | $5.5M | 75k | 72.77 |
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| Intuitive Surgical (ISRG) | 0.2 | $5.3M | +5% | 12k | 447.23 |
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| Metropcs Communications (TMUS) | 0.2 | $5.3M | +4% | 22k | 239.38 |
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| TJX Companies (TJX) | 0.2 | $5.3M | +9% | 36k | 144.54 |
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| Ishares Gold Tr Shares Represent (IAUM) | 0.2 | $5.2M | +16% | 136k | 38.50 |
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| Linde (LIN) | 0.2 | $5.2M | -3% | 11k | 475.01 |
|
| Wells Fargo & Company (WFC) | 0.2 | $5.1M | -5% | 61k | 83.82 |
|
| Boston Scientific Corporation (BSX) | 0.2 | $5.1M | +2% | 53k | 97.63 |
|
| Palo Alto Networks (PANW) | 0.2 | $5.1M | +9% | 25k | 203.62 |
|
| UnitedHealth (UNH) | 0.2 | $5.0M | -7% | 14k | 345.31 |
|
| Deere & Company (DE) | 0.2 | $4.9M | +2% | 11k | 457.26 |
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| Vanguard Total Stock Mkt Etf Total Stock Mkt Etf (VTI) | 0.2 | $4.8M | 15k | 328.17 |
|
|
| Ishares Tr S&p Mid-cap 400 Valu (IJJ) | 0.2 | $4.7M | -4% | 36k | 129.72 |
|
| International Business Machines (IBM) | 0.2 | $4.5M | +5% | 16k | 282.17 |
|
| American Express Company (AXP) | 0.2 | $4.5M | 13k | 332.16 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $4.4M | -10% | 7.4k | 600.36 |
|
| Merck & Co (MRK) | 0.2 | $4.4M | 52k | 83.93 |
|
|
| Lockheed Martin Corporation (LMT) | 0.2 | $4.3M | +16% | 8.5k | 499.21 |
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| salesforce (CRM) | 0.2 | $4.2M | 18k | 237.00 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $4.2M | -8% | 44k | 95.89 |
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| Verizon Communications (VZ) | 0.2 | $4.1M | +2% | 94k | 43.95 |
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| Spdr S&p Midcap 400 Etf Trst S&p Midcap 400 Etf Trst (MDY) | 0.2 | $4.1M | 6.9k | 596.07 |
|
|
| KLA-Tencor Corporation (KLAC) | 0.2 | $4.1M | 3.8k | 1078.60 |
|
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| Qualcomm (QCOM) | 0.2 | $4.1M | 25k | 166.36 |
|
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| Accenture (ACN) | 0.1 | $3.9M | +6% | 16k | 246.60 |
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| At&t (T) | 0.1 | $3.8M | 136k | 28.24 |
|
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| General Dynamics Corporation (GD) | 0.1 | $3.8M | +5% | 11k | 341.00 |
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| Pfizer (PFE) | 0.1 | $3.8M | +2% | 149k | 25.48 |
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| Capital One Financial (COF) | 0.1 | $3.8M | +3% | 18k | 212.58 |
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| Trane Technologies (TT) | 0.1 | $3.7M | 8.8k | 421.98 |
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| Micron Technology (MU) | 0.1 | $3.7M | 22k | 167.32 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $3.7M | -18% | 20k | 183.73 |
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| Amphenol Corporation (APH) | 0.1 | $3.7M | +24% | 30k | 123.75 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $3.6M | +2% | 7.5k | 485.03 |
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| Advanced Micro Devices (AMD) | 0.1 | $3.6M | +11% | 22k | 161.79 |
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| Southstate Bk Corp (SSB) | 0.1 | $3.6M | NEW | 36k | 98.87 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $3.5M | +23% | 39k | 89.34 |
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| Cadence Design Systems (CDNS) | 0.1 | $3.5M | +18% | 9.9k | 351.26 |
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| Select Sector Spdr Tr Technolo (XLK) | 0.1 | $3.5M | +17% | 12k | 281.86 |
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| Williams Companies (WMB) | 0.1 | $3.3M | +2% | 53k | 63.35 |
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| Welltower Inc Com reit (WELL) | 0.1 | $3.2M | +7% | 18k | 178.14 |
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| Boeing Company (BA) | 0.1 | $3.1M | +2% | 14k | 215.83 |
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| Chubb (CB) | 0.1 | $3.1M | 11k | 282.25 |
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| Union Pacific Corporation (UNP) | 0.1 | $3.1M | +4% | 13k | 236.37 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $3.0M | +11% | 31k | 99.53 |
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| Starbucks Corporation (SBUX) | 0.1 | $3.0M | +2% | 36k | 84.60 |
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| Analog Devices (ADI) | 0.1 | $3.0M | 12k | 245.70 |
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| Servicenow (NOW) | 0.1 | $2.9M | +10% | 3.1k | 920.28 |
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| Vanguard Index Fds Mid Cap Etf Index Fds Mid Cap Etf (VO) | 0.1 | $2.8M | 9.7k | 293.75 |
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| O'reilly Automotive (ORLY) | 0.1 | $2.8M | +3% | 26k | 107.81 |
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| Constellation Energy (CEG) | 0.1 | $2.7M | +2% | 8.2k | 329.07 |
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| Duke Energy (DUK) | 0.1 | $2.7M | +13% | 22k | 123.75 |
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| Amgen (AMGN) | 0.1 | $2.6M | +10% | 9.3k | 282.20 |
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| Taiwan Semiconductor-sp Sponsored Adr (TSM) | 0.1 | $2.6M | +5% | 9.3k | 279.29 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $2.6M | 7.3k | 352.75 |
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| Intuit (INTU) | 0.1 | $2.6M | +9% | 3.8k | 682.97 |
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| Casey's General Stores (CASY) | 0.1 | $2.6M | 4.6k | 565.32 |
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| Stryker Corporation (SYK) | 0.1 | $2.5M | +22% | 6.9k | 369.66 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $2.5M | 26k | 95.47 |
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| Cummins (CMI) | 0.1 | $2.5M | +7% | 5.9k | 422.37 |
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| Toast (TOST) | 0.1 | $2.5M | 68k | 36.51 |
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| Dominion Resources (D) | 0.1 | $2.4M | 39k | 61.17 |
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| Automatic Data Processing (ADP) | 0.1 | $2.3M | +18% | 7.9k | 293.50 |
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| Vanguard World Scottsdale Fds Vng Ru (VONE) | 0.1 | $2.3M | 7.7k | 302.35 |
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| S&p Global (SPGI) | 0.1 | $2.3M | +3% | 4.7k | 486.67 |
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| ConocoPhillips (COP) | 0.1 | $2.3M | +10% | 24k | 94.59 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $2.2M | 21k | 108.96 |
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| 3M Company (MMM) | 0.1 | $2.2M | 14k | 155.18 |
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| Ishares Tr Msci Emerging Market (EEM) | 0.1 | $2.2M | +17% | 41k | 53.40 |
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| Medtronic (MDT) | 0.1 | $2.2M | 23k | 95.24 |
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| Comcast Corporation (CMCSA) | 0.1 | $2.2M | +6% | 69k | 31.42 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $2.2M | 55k | 39.19 |
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| Valero Energy Corporation (VLO) | 0.1 | $2.1M | 13k | 170.26 |
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| Bristol Myers Squibb (BMY) | 0.1 | $2.1M | +10% | 47k | 45.10 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $2.1M | -8% | 6.6k | 320.04 |
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| Altria (MO) | 0.1 | $2.1M | 31k | 66.06 |
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| Vistra Energy (VST) | 0.1 | $2.1M | +92% | 11k | 195.92 |
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| Booking Holdings (BKNG) | 0.1 | $2.0M | -2% | 376.00 | 5399.27 |
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| Citigroup (C) | 0.1 | $2.0M | -3% | 20k | 101.50 |
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| Kinder Morgan (KMI) | 0.1 | $2.0M | 72k | 28.31 |
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| Intercontinental Exchange (ICE) | 0.1 | $2.0M | +37% | 12k | 168.48 |
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| Air Products & Chemicals (APD) | 0.1 | $2.0M | +8% | 7.3k | 272.72 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $2.0M | -2% | 10k | 192.75 |
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| Ameriprise Financial (AMP) | 0.1 | $1.9M | 4.0k | 491.20 |
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| Vanguard Value Etf Value Etf (VTV) | 0.1 | $1.9M | +2% | 10k | 186.49 |
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| Spdr Portfolio S&p 600 Small Portfolio S&p 600 Small (SPSM) | 0.1 | $1.9M | +7% | 41k | 46.32 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.9M | 9.5k | 195.85 |
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| Zoetis Inc Cl A (ZTS) | 0.1 | $1.9M | +36% | 13k | 146.32 |
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| Cme (CME) | 0.1 | $1.9M | +2% | 6.9k | 270.20 |
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| Take-Two Interactive Software (TTWO) | 0.1 | $1.8M | +20% | 7.1k | 258.36 |
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| Schlumberger (SLB) | 0.1 | $1.8M | +52% | 53k | 34.37 |
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| Progressive Corporation (PGR) | 0.1 | $1.8M | +3% | 7.3k | 246.95 |
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| Nike (NKE) | 0.1 | $1.8M | +4% | 25k | 69.73 |
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| Select Sector Spdr Tr Spdr Tr Sbi Cons (XLY) | 0.1 | $1.8M | +9% | 7.4k | 239.65 |
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| Ishares Tr Russell Mid-cap Grow (IWP) | 0.1 | $1.7M | 12k | 142.41 |
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| Vanguard Extended Market Etf Extended Market Etf (VXF) | 0.1 | $1.7M | -5% | 8.2k | 209.34 |
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| Ishares Tr Msci Eafe Small-cap (SCZ) | 0.1 | $1.7M | +2% | 22k | 76.72 |
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| Mondelez Int (MDLZ) | 0.1 | $1.7M | -2% | 27k | 62.47 |
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| American Tower Reit (AMT) | 0.1 | $1.7M | -10% | 8.8k | 192.32 |
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| American International (AIG) | 0.1 | $1.7M | -15% | 21k | 78.54 |
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| Applovin Corp Class A (APP) | 0.1 | $1.7M | +289% | 2.3k | 718.54 |
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| Danaher Corporation (DHR) | 0.1 | $1.6M | +27% | 8.3k | 198.25 |
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| Prologis (PLD) | 0.1 | $1.6M | +2% | 14k | 114.52 |
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| Ishares Tr Russell 1000 Etf (IWB) | 0.1 | $1.6M | 4.3k | 365.48 |
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| EQT Corporation (EQT) | 0.1 | $1.6M | +35% | 29k | 54.43 |
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| Intel Corporation (INTC) | 0.1 | $1.6M | +10% | 47k | 33.55 |
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| Monster Beverage Corp (MNST) | 0.1 | $1.5M | +8% | 23k | 67.31 |
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| Emerson Electric (EMR) | 0.1 | $1.5M | 12k | 131.18 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $1.5M | +38% | 42k | 36.55 |
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| Sherwin-Williams Company (SHW) | 0.1 | $1.5M | 4.4k | 346.26 |
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| American Electric Power Company (AEP) | 0.1 | $1.5M | +6% | 14k | 112.50 |
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| Autodesk (ADSK) | 0.1 | $1.5M | +4% | 4.8k | 317.67 |
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| Marriott International (MAR) | 0.1 | $1.5M | 5.8k | 260.44 |
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| Gilead Sciences (GILD) | 0.1 | $1.5M | +6% | 14k | 111.00 |
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| Paypal Holdings (PYPL) | 0.1 | $1.5M | -4% | 22k | 67.06 |
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| Vanguard World Esg Us Stock Etf (ESGV) | 0.1 | $1.5M | 13k | 118.44 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.5M | +3% | 8.6k | 170.85 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.5M | +30% | 4.1k | 355.47 |
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| Illinois Tool Works (ITW) | 0.1 | $1.5M | 5.6k | 260.78 |
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| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.1 | $1.4M | -8% | 16k | 87.88 |
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| Ishares Tr Msci Eafe Growth Etf (EFG) | 0.1 | $1.4M | +10% | 12k | 113.88 |
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| Waste Management (WM) | 0.1 | $1.4M | +2% | 6.3k | 220.83 |
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| Xpo Logistics Inc equity (XPO) | 0.1 | $1.4M | 11k | 129.27 |
|
|
| Ishares Tr Russell 2000 Value E (IWN) | 0.1 | $1.4M | -10% | 7.7k | 176.81 |
|
| Motorola Solutions (MSI) | 0.0 | $1.4M | -7% | 3.0k | 457.29 |
|
| AFLAC Incorporated (AFL) | 0.0 | $1.3M | -20% | 12k | 111.70 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $1.3M | +4% | 1.7k | 758.15 |
|
| Select Sector Spdr Tr Utilities (XLU) | 0.0 | $1.3M | 15k | 87.21 |
|
|
| Vanguard Index Fds Real Estate Index Fds Real Estate (VNQ) | 0.0 | $1.3M | 14k | 91.42 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $1.2M | -2% | 6.1k | 201.53 |
|
| CSX Corporation (CSX) | 0.0 | $1.2M | -21% | 35k | 35.51 |
|
| Johnson Controls International Plc equity (JCI) | 0.0 | $1.2M | +7% | 11k | 109.95 |
|
| Norfolk Southern (NSC) | 0.0 | $1.2M | 3.9k | 300.41 |
|
|
| Roper Industries (ROP) | 0.0 | $1.2M | +40% | 2.4k | 498.76 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $1.2M | +93% | 9.4k | 124.35 |
|
| Select Sector Spdr Tr Communic (XLC) | 0.0 | $1.1M | +3% | 9.7k | 118.36 |
|
| Travelers Companies (TRV) | 0.0 | $1.1M | 4.1k | 279.22 |
|
|
| Anthem (ELV) | 0.0 | $1.1M | -10% | 3.5k | 323.14 |
|
| Allstate Corporation (ALL) | 0.0 | $1.1M | -4% | 5.2k | 214.63 |
|
| Ecolab (ECL) | 0.0 | $1.1M | 4.1k | 273.87 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $1.1M | +6% | 1.8k | 609.32 |
|
| EOG Resources (EOG) | 0.0 | $1.1M | +9% | 10k | 112.12 |
|
| Ishares Tr Msci Eafe Value Etf (EFV) | 0.0 | $1.1M | +114% | 16k | 67.83 |
|
| FedEx Corporation (FDX) | 0.0 | $1.1M | -5% | 4.7k | 235.81 |
|
| Phillips 66 (PSX) | 0.0 | $1.1M | +17% | 8.1k | 136.02 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $1.1M | +20% | 8.5k | 128.23 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $1.1M | 4.0k | 273.65 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $1.1M | +2% | 13k | 84.31 |
|
| Southern Company (SO) | 0.0 | $1.1M | +6% | 11k | 94.77 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $1.1M | -17% | 24k | 45.72 |
|
| AutoZone (AZO) | 0.0 | $1.1M | -3% | 249.00 | 4290.24 |
|
| Ishares Tr Russell 2500 Etf (SMMD) | 0.0 | $1.1M | +15% | 15k | 73.73 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $1.1M | +33% | 3.3k | 323.58 |
|
| Fiserv (FI) | 0.0 | $1.1M | -6% | 8.2k | 128.93 |
|
| Constellation Brands (STZ) | 0.0 | $1.0M | +163% | 7.6k | 134.67 |
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $1.0M | 10k | 101.37 |
|
|
| Vanguard High Dvd Yield Etf High Dvd Yield Etf (VYM) | 0.0 | $1.0M | 7.2k | 140.95 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $1.0M | 7.3k | 138.24 |
|
|
| Kkr & Co (KKR) | 0.0 | $1.0M | 7.7k | 129.95 |
|
|
| Enbridge (ENB) | 0.0 | $994k | 20k | 50.46 |
|
|
| Yum! Brands (YUM) | 0.0 | $993k | 6.5k | 152.00 |
|
|
| Quanta Services (PWR) | 0.0 | $985k | +8% | 2.4k | 414.42 |
|
| Entergy Corporation (ETR) | 0.0 | $980k | 11k | 93.19 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $971k | +2% | 12k | 79.94 |
|
| Comfort Systems USA (FIX) | 0.0 | $966k | -3% | 1.2k | 825.18 |
|
| United Parcel Service (UPS) | 0.0 | $965k | -21% | 12k | 83.53 |
|
| U.S. Bancorp (USB) | 0.0 | $956k | 20k | 48.33 |
|
Past Filings by Fifth Third Wealth Advisors
SEC 13F filings are viewable for Fifth Third Wealth Advisors going back to 2023
- Fifth Third Wealth Advisors 2025 Q3 filed Oct. 21, 2025
- Fifth Third Wealth Advisors 2025 Q2 filed July 25, 2025
- Fifth Third Wealth Advisors 2025 Q1 filed April 8, 2025
- Fifth Third Wealth Advisors 2024 Q4 filed Jan. 14, 2025
- Fifth Third Wealth Advisors 2024 Q3 filed Nov. 7, 2024
- Fifth Third Wealth Advisors 2024 Q2 filed July 23, 2024
- Fifth Third Wealth Advisors 2024 Q1 filed April 16, 2024
- Fifth Third Wealth Advisors 2023 Q4 filed Jan. 8, 2024
- Fifth Third Wealth Advisors 2023 Q3 filed Oct. 17, 2023
- Fifth Third Wealth Advisors 2023 Q2 filed July 25, 2023
- Fifth Third Wealth Advisors 2023 Q1 filed April 27, 2023