Fifth Third Wealth Advisors
Latest statistics and disclosures from Fifth Third Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, IVV, IJH, IEFA, MSFT, and represent 40.14% of Fifth Third Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$79M), IVV (+$55M), IJH (+$25M), IEFA (+$13M), IJR (+$10M), DVY (+$7.9M), IWF (+$5.9M), IWR, VFIAX, DSI.
- Started 79 new stock positions in CRH, GNR, PGR, SAP, RSP, IR, FDX, ADP, VSMAX, RWO.
- Reduced shares in these 10 stocks: BA, IWP, VTI, ITW, VXUS, PLD, IWS, CDNS, ACN, MS.
- Sold out of its positions in BA, VXUS, VTI.
- Fifth Third Wealth Advisors was a net buyer of stock by $314M.
- Fifth Third Wealth Advisors has $642M in assets under management (AUM), dropping by 108.48%.
- Central Index Key (CIK): 0001899030
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Portfolio Holdings for Fifth Third Wealth Advisors
Fifth Third Wealth Advisors holds 245 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| SPDR S&p 500 Etf Tr Tr Unit (SPY) | 14.8 | $95M | +512% | 181k | 523.07 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 13.9 | $90M | +158% | 170k | 525.73 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 4.4 | $28M | +868% | 466k | 60.74 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 4.0 | $25M | +105% | 343k | 74.22 |
|
| Microsoft Corporation (MSFT) | 3.1 | $20M | +22% | 47k | 420.72 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 3.0 | $19M | +116% | 175k | 110.52 |
|
| NVIDIA Corporation (NVDA) | 2.6 | $17M | +20% | 18k | 903.56 |
|
| Apple (AAPL) | 2.4 | $15M | +23% | 89k | 171.48 |
|
| Amazon (AMZN) | 2.1 | $14M | +24% | 75k | 180.38 |
|
| Alphabet Inc Class A cs (GOOGL) | 1.7 | $11M | +30% | 71k | 150.93 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 1.5 | $9.4M | +111% | 112k | 84.09 |
|
| Ishares Tr Select Divid Etf (DVY) | 1.4 | $9.0M | +728% | 73k | 123.18 |
|
| JPMorgan Chase & Co. (JPM) | 1.4 | $8.7M | +27% | 44k | 200.30 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.3 | $8.5M | +226% | 25k | 337.05 |
|
| Ishares Inc Core Msci Emkt (IEMG) | 1.1 | $6.9M | +62% | 134k | 51.60 |
|
| Eaton (ETN) | 0.9 | $6.0M | +42% | 19k | 312.68 |
|
| Eli Lilly & Co. (LLY) | 0.9 | $5.9M | +10% | 7.5k | 778.00 |
|
| Abbvie (ABBV) | 0.9 | $5.7M | +26% | 31k | 182.10 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.8 | $5.2M | +1366% | 51k | 100.81 |
|
| Vanguard 500 Index-adm (VFIAX) | 0.8 | $4.9M | NEW | 10k | 484.83 |
|
| Facebook Inc cl a (META) | 0.8 | $4.9M | +29% | 10k | 485.58 |
|
| Vanguard Index Fds Small Cp Et (VB) | 0.7 | $4.8M | +529% | 21k | 228.60 |
|
| UnitedHealth (UNH) | 0.6 | $3.9M | +30% | 8.0k | 494.69 |
|
| Home Depot (HD) | 0.6 | $3.9M | +6% | 10k | 383.60 |
|
| Berkshire Hathaway (BRK.B) | 0.6 | $3.9M | +46% | 9.2k | 420.52 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $3.7M | +18% | 18k | 210.30 |
|
| SPDR Ser Tr S&p Divid Etf (SDY) | 0.6 | $3.7M | +865% | 28k | 131.24 |
|
| Merck & Co (MRK) | 0.5 | $3.4M | +10% | 26k | 131.95 |
|
| Procter & Gamble Company (PG) | 0.5 | $3.4M | +9% | 21k | 162.25 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $3.4M | 4.6k | 732.62 |
|
|
| Exxon Mobil Corporation (XOM) | 0.5 | $3.3M | +11% | 29k | 116.24 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $3.3M | +19% | 41k | 80.63 |
|
| MasterCard Incorporated (MA) | 0.5 | $3.3M | +9% | 6.9k | 481.58 |
|
| Alphabet Inc Class C cs (GOOG) | 0.5 | $3.3M | +46% | 22k | 152.26 |
|
| Applied Materials (AMAT) | 0.5 | $3.1M | +15% | 15k | 206.23 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $3.0M | +80% | 37k | 79.86 |
|
| Oracle Corporation (ORCL) | 0.5 | $3.0M | +2% | 24k | 125.61 |
|
| Ishares Inc Msci Emrg Chn (EMXC) | 0.5 | $3.0M | +117% | 51k | 57.57 |
|
| Broadcom (AVGO) | 0.5 | $2.9M | +7% | 2.2k | 1325.44 |
|
| Bank of America Corporation (BAC) | 0.4 | $2.9M | +29% | 76k | 37.92 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.4 | $2.8M | NEW | 24k | 118.29 |
|
| Walt Disney Company (DIS) | 0.4 | $2.8M | +20% | 23k | 122.36 |
|
| South State Corporation (SSB) | 0.4 | $2.8M | NEW | 32k | 85.03 |
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $2.8M | +107% | 5.5k | 504.60 |
|
| McDonald's Corporation (MCD) | 0.4 | $2.7M | +22% | 9.7k | 281.96 |
|
| Wal-Mart Stores (WMT) | 0.4 | $2.7M | +232% | 45k | 60.17 |
|
| Coca-Cola Company (KO) | 0.4 | $2.6M | +11% | 43k | 61.18 |
|
| Caterpillar (CAT) | 0.4 | $2.5M | +13% | 6.9k | 366.44 |
|
| Advanced Micro Devices (AMD) | 0.4 | $2.5M | +23% | 14k | 180.49 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $2.4M | +12% | 7.0k | 344.21 |
|
| Visa (V) | 0.4 | $2.4M | +25% | 8.6k | 279.08 |
|
| Vanguard Ftse Emerging Marke (VWO) | 0.4 | $2.4M | +123% | 57k | 41.77 |
|
| Chevron Corporation (CVX) | 0.4 | $2.4M | +31% | 15k | 157.74 |
|
| Honeywell International (HON) | 0.4 | $2.3M | 11k | 205.25 |
|
|
| Abbott Laboratories (ABT) | 0.3 | $2.1M | +30% | 18k | 113.66 |
|
| Johnson & Johnson (JNJ) | 0.3 | $2.0M | +9% | 13k | 158.19 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.3 | $2.0M | NEW | 22k | 91.25 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.3 | $1.9M | +273% | 7.1k | 270.80 |
|
| Vanguard Dev Mkt Indx-adm (VTMGX) | 0.3 | $1.9M | NEW | 118k | 16.10 |
|
| Lam Research Corporation (LRCX) | 0.3 | $1.9M | +13% | 2.0k | 971.57 |
|
| Ishares Msci Eafe Small-cap (SCZ) | 0.3 | $1.9M | NEW | 30k | 63.33 |
|
| Linde (LIN) | 0.3 | $1.9M | +5% | 4.0k | 464.35 |
|
| Nextera Energy (NEE) | 0.3 | $1.8M | +23% | 29k | 63.91 |
|
| Marathon Petroleum Corp (MPC) | 0.3 | $1.8M | +39% | 9.2k | 201.49 |
|
| Tesla Motors (TSLA) | 0.3 | $1.8M | +52% | 10k | 175.79 |
|
| Texas Instruments Incorporated (TXN) | 0.3 | $1.7M | +22% | 9.9k | 174.21 |
|
| Pepsi (PEP) | 0.3 | $1.7M | +11% | 9.7k | 175.01 |
|
| Vanguard Index Fds Real Estate (VNQ) | 0.3 | $1.6M | +72% | 19k | 86.48 |
|
| Deere & Company (DE) | 0.3 | $1.6M | 3.9k | 410.74 |
|
|
| Accenture (ACN) | 0.2 | $1.6M | -8% | 4.6k | 346.61 |
|
| salesforce (CRM) | 0.2 | $1.5M | +5% | 5.0k | 301.18 |
|
| Nike (NKE) | 0.2 | $1.5M | +12% | 16k | 93.98 |
|
| Vanguard Index Fds Mdcap Indx (VIMAX) | 0.2 | $1.4M | NEW | 4.7k | 309.50 |
|
| Dominion Resources (D) | 0.2 | $1.4M | +15% | 29k | 49.19 |
|
| Morgan Stanley (MS) | 0.2 | $1.4M | -9% | 15k | 94.16 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $1.4M | +24% | 2.4k | 581.21 |
|
| Trane Technologies (TT) | 0.2 | $1.4M | +6% | 4.5k | 300.23 |
|
| Goldman Sachs (GS) | 0.2 | $1.4M | NEW | 3.2k | 417.69 |
|
| Vanguard Tax-managed Fds Van F (VEA) | 0.2 | $1.3M | +26% | 27k | 50.17 |
|
| American Tower Reit (AMT) | 0.2 | $1.3M | +11% | 6.4k | 197.60 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $1.3M | +22% | 13k | 97.53 |
|
| American International (AIG) | 0.2 | $1.3M | +9% | 16k | 78.17 |
|
| Medtronic (MDT) | 0.2 | $1.2M | +132% | 14k | 87.15 |
|
| Metropcs Communications (TMUS) | 0.2 | $1.2M | +9% | 7.5k | 163.22 |
|
| Netflix (NFLX) | 0.2 | $1.2M | +19% | 2.0k | 607.33 |
|
| Avantis Us Small Cap Value (AVUV) | 0.2 | $1.2M | +83% | 13k | 93.71 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.2M | +15% | 2.6k | 444.01 |
|
| American Express Company (AXP) | 0.2 | $1.2M | +14% | 5.1k | 227.69 |
|
| Intel Corporation (INTC) | 0.2 | $1.2M | +47% | 26k | 44.17 |
|
| KLA-Tencor Corporation (KLAC) | 0.2 | $1.2M | +3% | 1.7k | 698.57 |
|
| Micron Technology (MU) | 0.2 | $1.1M | +29% | 9.8k | 117.89 |
|
| Valero Energy Corporation (VLO) | 0.2 | $1.1M | +2% | 6.7k | 170.69 |
|
| TJX Companies (TJX) | 0.2 | $1.1M | +4% | 11k | 101.42 |
|
| BlackRock (BLK) | 0.2 | $1.1M | +14% | 1.3k | 833.70 |
|
| General Dynamics Corporation (GD) | 0.2 | $1.1M | +8% | 4.0k | 282.51 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.2 | $1.1M | NEW | 7.0k | 158.81 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $1.1M | -8% | 26k | 42.01 |
|
| Boston Scientific Corporation (BSX) | 0.2 | $1.1M | -8% | 16k | 68.49 |
|
| Pfizer (PFE) | 0.2 | $1.0M | +42% | 38k | 27.75 |
|
| Vanguard Dividend Apprec Etf (VIG) | 0.2 | $986k | +4% | 5.4k | 182.61 |
|
| Ameriprise Financial (AMP) | 0.2 | $980k | +19% | 2.2k | 438.53 |
|
| Cme (CME) | 0.2 | $976k | +224% | 4.5k | 215.31 |
|
| Invesco Exchange Traded Fd Tr S&p500 Eql Wgt (RSP) | 0.2 | $967k | NEW | 5.7k | 169.37 |
|
| Philip Morris International (PM) | 0.1 | $962k | +45% | 11k | 91.62 |
|
| Cadence Design Systems (CDNS) | 0.1 | $954k | -14% | 3.1k | 311.28 |
|
| Target Corporation (TGT) | 0.1 | $930k | +36% | 5.2k | 177.21 |
|
| Comcast Corporation (CMCSA) | 0.1 | $911k | +33% | 21k | 43.35 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $908k | +21% | 2.0k | 454.87 |
|
| Kenvue (KVUE) | 0.1 | $908k | +64% | 42k | 21.46 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $905k | 3.6k | 249.86 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $898k | +26% | 3.7k | 245.95 |
|
| Danaher Corporation (DHR) | 0.1 | $895k | +123% | 3.6k | 249.72 |
|
| SPDR S&p Midcap 400 Etf Tr Uts (MDY) | 0.1 | $886k | +20% | 1.6k | 556.40 |
|
| General Electric (GE) | 0.1 | $865k | +27% | 4.9k | 175.53 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $858k | +93% | 1.8k | 478.66 |
|
| Cisco Systems (CSCO) | 0.1 | $856k | 17k | 49.91 |
|
|
| Prologis (PLD) | 0.1 | $853k | -18% | 6.6k | 130.22 |
|
| Las Vegas Sands (LVS) | 0.1 | $831k | +9% | 16k | 51.70 |
|
| PNC Financial Services (PNC) | 0.1 | $830k | +124% | 5.1k | 161.60 |
|
| Select Sector Spdr Tr Consumer Discretionary Selt (XLY) | 0.1 | $816k | +2% | 4.4k | 183.89 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $804k | 7.3k | 110.13 |
|
|
| ConocoPhillips (COP) | 0.1 | $799k | +64% | 6.3k | 127.29 |
|
| Starbucks Corporation (SBUX) | 0.1 | $795k | +43% | 8.7k | 91.39 |
|
| At&t (T) | 0.1 | $782k | NEW | 44k | 17.60 |
|
| Constellation Energy (CEG) | 0.1 | $769k | NEW | 4.2k | 184.85 |
|
| Zoetis Inc Cl A (ZTS) | 0.1 | $760k | +44% | 4.5k | 169.21 |
|
| Select Sector Spdr Tr Technology Select Sect Spdr (XLK) | 0.1 | $743k | +3% | 3.6k | 208.27 |
|
| CSX Corporation (CSX) | 0.1 | $720k | +33% | 19k | 37.07 |
|
| Chubb (CB) | 0.1 | $712k | +17% | 2.7k | 259.13 |
|
| Vanguard Sml Cap Indx-adm (VSMAX) | 0.1 | $686k | NEW | 6.3k | 109.54 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $680k | 12k | 57.62 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $678k | -28% | 2.5k | 268.29 |
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.1 | $657k | NEW | 14k | 47.02 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $654k | +24% | 2.2k | 300.08 |
|
| Amphenol Corporation (APH) | 0.1 | $651k | -8% | 5.6k | 115.35 |
|
| Amgen (AMGN) | 0.1 | $648k | +147% | 2.3k | 284.32 |
|
| Air Products & Chemicals (APD) | 0.1 | $629k | +35% | 2.6k | 242.27 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $610k | +118% | 22k | 28.04 |
|
| O'reilly Automotive (ORLY) | 0.1 | $605k | +5% | 536.00 | 1128.88 |
|
| Vanguard Em Mkt Stk Ind-adm (VEMAX) | 0.1 | $602k | NEW | 17k | 34.80 |
|
| Taiwan Semiconductor Mfg Ltd S Sponsored Ads (TSM) | 0.1 | $602k | +38% | 4.4k | 136.05 |
|
| Wells Fargo & Company (WFC) | 0.1 | $599k | -10% | 10k | 57.96 |
|
| Pioneer Natural Resources (PXD) | 0.1 | $596k | +4% | 2.3k | 262.50 |
|
| Gilead Sciences (GILD) | 0.1 | $575k | +60% | 7.9k | 73.25 |
|
| Vanguard Wellington-adm (VWENX) | 0.1 | $556k | NEW | 7.4k | 74.95 |
|
| Qualcomm (QCOM) | 0.1 | $555k | +10% | 3.3k | 169.30 |
|
| International Business Machines (IBM) | 0.1 | $552k | +127% | 2.9k | 190.96 |
|
| Becton, Dickinson and (BDX) | 0.1 | $542k | NEW | 2.2k | 247.41 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $540k | NEW | 13k | 41.08 |
|
| Roper Industries (ROP) | 0.1 | $540k | +160% | 962.00 | 560.84 |
|
| Constellation Brands (STZ) | 0.1 | $539k | +17% | 2.0k | 271.76 |
|
| AFLAC Incorporated (AFL) | 0.1 | $533k | -7% | 6.2k | 85.86 |
|
| Vanguard Index Fds S&p 500 Etf (VOO) | 0.1 | $530k | +60% | 1.1k | 480.78 |
|
| Cummins (CMI) | 0.1 | $519k | +9% | 1.8k | 294.65 |
|
| SYSCO Corporation (SYY) | 0.1 | $518k | NEW | 6.4k | 81.18 |
|
| Schlumberger (SLB) | 0.1 | $502k | NEW | 9.2k | 54.81 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $497k | +55% | 2.0k | 247.41 |
|
| Take-Two Interactive Software (TTWO) | 0.1 | $496k | NEW | 3.3k | 148.49 |
|
| Crh (CRH) | 0.1 | $485k | NEW | 5.6k | 86.26 |
|
| Intuitive Surgical (ISRG) | 0.1 | $479k | +44% | 1.2k | 399.09 |
|
| Emerson Electric (EMR) | 0.1 | $470k | +33% | 4.1k | 113.42 |
|
| S&p Global (SPGI) | 0.1 | $466k | -7% | 1.1k | 425.51 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $453k | +63% | 5.4k | 83.58 |
|
| 3M Company (MMM) | 0.1 | $450k | +17% | 4.2k | 106.07 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $439k | +45% | 8.1k | 54.23 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $420k | +6% | 1.2k | 347.33 |
|
| Sanofi Adr (SNY) | 0.1 | $410k | NEW | 8.4k | 48.60 |
|
| Vanguard Growth Index-adm (VIGAX) | 0.1 | $383k | NEW | 2.2k | 177.24 |
|
| Allstate Corporation (ALL) | 0.1 | $383k | NEW | 2.2k | 172.99 |
|
| FTI Consulting (FCN) | 0.1 | $373k | -7% | 1.8k | 210.29 |
|
| Microchip Technology (MCHP) | 0.1 | $368k | +7% | 4.1k | 89.71 |
|
| Nuveen Esg Mid-cap Value Etf (NUMV) | 0.1 | $367k | NEW | 11k | 34.20 |
|
| Stryker Corporation (SYK) | 0.1 | $365k | -12% | 1.0k | 357.92 |
|
| Yum! Brands (YUM) | 0.1 | $363k | +6% | 2.6k | 138.65 |
|
| Palo Alto Networks (PANW) | 0.1 | $351k | +19% | 1.2k | 284.13 |
|
| Assurant (AIZ) | 0.1 | $343k | NEW | 1.8k | 188.24 |
|
| SPDR Index Shs Fds Glb Nat Res (GNR) | 0.1 | $342k | NEW | 5.9k | 57.93 |
|
| International Game Technology (IGT) | 0.1 | $339k | NEW | 15k | 22.59 |
|
| Verizon Communications (VZ) | 0.1 | $338k | NEW | 8.1k | 41.96 |
|
| Exelon Corporation (EXC) | 0.1 | $337k | -3% | 9.0k | 37.57 |
|
| EQT Corporation (EQT) | 0.1 | $330k | NEW | 8.9k | 37.07 |
|
| Select Sector Spdr Tr Energy Select Sector Spdr (XLE) | 0.1 | $328k | NEW | 3.5k | 94.41 |
|
| Select Sector Spdr Tr Health Care Select Sector (XLV) | 0.1 | $328k | -2% | 2.2k | 147.76 |
|
| Progressive Corporation (PGR) | 0.1 | $324k | NEW | 1.6k | 206.82 |
|
| Ingersoll Rand (IR) | 0.1 | $323k | NEW | 3.4k | 94.95 |
|
| U.S. Bancorp (USB) | 0.1 | $323k | NEW | 7.2k | 44.70 |
|
| Phillips 66 (PSX) | 0.0 | $319k | NEW | 2.0k | 163.33 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $310k | NEW | 1.7k | 179.11 |
|
| Waste Management (WM) | 0.0 | $309k | NEW | 1.5k | 213.15 |
|
| Intercontinental Exchange (ICE) | 0.0 | $305k | +4% | 2.2k | 137.43 |
|
| Marriott International (MAR) | 0.0 | $305k | -14% | 1.2k | 252.31 |
|
| Vanguard Ttl Stk Mkt-adm (VTSAX) | 0.0 | $300k | NEW | 2.4k | 126.61 |
|
| SPDR Index Shs Fds Dj Glb Rl E (RWO) | 0.0 | $299k | NEW | 7.0k | 42.82 |
|
| Intuit (INTU) | 0.0 | $298k | -2% | 459.00 | 650.00 |
|
| Cigna Corp (CI) | 0.0 | $291k | NEW | 800.00 | 363.19 |
|
| Ishares Russell Mid-cap Grow (IWP) | 0.0 | $288k | -54% | 2.5k | 114.14 |
|
| MetLife (MET) | 0.0 | $286k | NEW | 3.9k | 74.11 |
|
| Voya Financial (VOYA) | 0.0 | $286k | NEW | 3.9k | 73.92 |
|
| Invesco S&p 500 Garp Etf (SPGP) | 0.0 | $278k | +5% | 2.6k | 106.49 |
|
| Ishares Russell Mid-cap Valu (IWS) | 0.0 | $277k | -37% | 2.2k | 125.33 |
|
| FedEx Corporation (FDX) | 0.0 | $277k | NEW | 955.00 | 289.78 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $274k | NEW | 4.2k | 64.99 |
|
| Vanguard Us Growth Fund-adm (VWUAX) | 0.0 | $274k | NEW | 1.7k | 164.62 |
|
| L3harris Technologies (LHX) | 0.0 | $265k | NEW | 1.2k | 213.10 |
|
| Sempra Energy (SRE) | 0.0 | $264k | NEW | 3.7k | 71.83 |
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $263k | NEW | 1.1k | 235.03 |
|
| Shell Plc Spon Ads Ads (SHEL) | 0.0 | $262k | NEW | 3.9k | 67.03 |
|
| Tractor Supply Company (TSCO) | 0.0 | $257k | NEW | 983.00 | 261.72 |
|
| Mondelez Int (MDLZ) | 0.0 | $251k | +6% | 3.6k | 70.00 |
|
| Ecolab (ECL) | 0.0 | $247k | NEW | 1.1k | 230.94 |
|
| Uber Technologies (UBER) | 0.0 | $246k | NEW | 3.2k | 76.99 |
|
| W.W. Grainger (GWW) | 0.0 | $245k | NEW | 241.00 | 1018.32 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $245k | NEW | 2.7k | 90.05 |
|
| Vanguard Ftse All-world Ex-u (VEU) | 0.0 | $245k | 4.2k | 58.65 |
|
|
| Williams Companies (WMB) | 0.0 | $242k | +2% | 6.2k | 38.97 |
|
| Lowe's Companies (LOW) | 0.0 | $239k | NEW | 940.00 | 254.73 |
|
| Nucor Corporation (NUE) | 0.0 | $238k | 1.2k | 197.90 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $234k | NEW | 6.5k | 35.84 |
|
| Paychex (PAYX) | 0.0 | $234k | +9% | 1.9k | 122.80 |
|
| Carlisle Companies (CSL) | 0.0 | $233k | NEW | 594.00 | 391.85 |
|
| Marvell Technology (MRVL) | 0.0 | $230k | NEW | 3.3k | 70.88 |
|
| American Electric Power Company (AEP) | 0.0 | $228k | -19% | 2.7k | 86.10 |
|
| Pvh Corporation (PVH) | 0.0 | $228k | NEW | 1.6k | 140.60 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $228k | -32% | 1.4k | 162.86 |
|
| CoStar (CSGP) | 0.0 | $228k | NEW | 2.4k | 96.60 |
|
| Travelers Companies (TRV) | 0.0 | $222k | NEW | 966.00 | 230.14 |
|
| Automatic Data Processing (ADP) | 0.0 | $222k | NEW | 888.00 | 249.74 |
|
| Ares Management Corporation cl a com stk (ARES) | 0.0 | $221k | NEW | 1.7k | 132.98 |
|
| Hubspot (HUBS) | 0.0 | $219k | NEW | 349.00 | 626.56 |
|
| Delphi Automotive Inc international (APTV) | 0.0 | $219k | NEW | 2.7k | 79.65 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $217k | NEW | 225.00 | 962.49 |
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $216k | NEW | 502.00 | 429.32 |
|
| Select Sector Spdr Tr Financial Select Sector Spdr (XLF) | 0.0 | $214k | NEW | 5.1k | 42.12 |
|
| Kkr & Co (KKR) | 0.0 | $212k | NEW | 2.1k | 100.58 |
|
| Interpublic Group of Companies (IPG) | 0.0 | $211k | NEW | 6.5k | 32.63 |
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $207k | 4.4k | 47.13 |
|
|
| Select Sector Spdr Tr Comm Serv Select Sector Spdr (XLC) | 0.0 | $207k | NEW | 2.5k | 81.66 |
|
| Dow (DOW) | 0.0 | $207k | NEW | 3.6k | 57.93 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $207k | NEW | 717.00 | 288.03 |
|
| Fiserv (FI) | 0.0 | $205k | NEW | 1.3k | 159.82 |
|
| Sap Se Adr (SAP) | 0.0 | $202k | NEW | 1.0k | 195.03 |
|
| CF Industries Holdings (CF) | 0.0 | $201k | NEW | 2.4k | 83.21 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $200k | NEW | 800.00 | 250.04 |
|
| Southwestern Energy Company (SWN) | 0.0 | $140k | +28% | 19k | 7.58 |
|
| Lineage Cell Therapeutics In (LCTX) | 0.0 | $30k | NEW | 20k | 1.48 |
|
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 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