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CIK: 0001899030
Total reported value
$3.6B
$3.6B
245 檔
7.2%
In Q1 2024, Fifth Third Wealth Advisors LLC's U.S. equity holdings reached a combined market value of $3.6B, distributed across 245 disclosed stock positions.
During Q1 2024, Fifth Third Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 245 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 14.76% | -0.33% | +512.63% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.94% | -0.28% | +158.37% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.41% | -0.12% | +868.31% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.96% | -0.37% | +105.36% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.07% | -0.45% | +22.08% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.01% | — | +116.89% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.57% | -0.18% | +20.20% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.37% | -0.18% | +23.12% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.12% | -0.08% | +24.57% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.66% | +0.13% | +30.64% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.46% | -0.04% | +111.55% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.40% | -0.10% | +728.89% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.36% | -0.07% | +27.05% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.32% | -0.01% | +226.15% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.07% | -0.02% | +62.96% | |
| 16 | ETN | Eaton Corporation plc | Stock-Industrials | 0.93% | +0.01% | +42.40% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.91% | +0.11% | +10.99% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 0.88% | — | +26.42% | |
| 19 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.81% | — | +1366.14% | |
| 20 | VFIAX | Vanguard 500 Index-adm | Stock-Other | 0.77% | — | — | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | -0.21% | +29.38% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 0.75% | -0.01% | +529.05% | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.62% | +0.04% | +30.38% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.60% | -0.04% | +6.39% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | -0.10% | +46.58% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.58% | +0.01% | +18.48% | |
| 27 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.57% | -0.04% | +865.83% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.54% | -0.03% | +10.65% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | -0.04% | +9.82% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | -0.10% | +0.85% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.52% | -1.12% | EXIT | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.52% | +0.10% | +19.19% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.51% | -0.10% | +9.37% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.03% | +46.47% | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 0.48% | +0.30% | +15.09% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.46% | -0.08% | +80.56% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.46% | -0.08% | +2.77% | |
| 38 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.46% | +0.04% | +117.94% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | +0.02% | +7.93% | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.45% | -0.02% | +29.52% | |
| 41 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.44% | -0.01% | — | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.43% | -0.02% | +20.27% | |
| 43 | SSBUSD | Southstate Bank CORP | Stock-Other | 0.43% | — | — | |
| 44 | ADBE | Adobe Inc | Stock-Tech | 0.43% | -0.02% | +107.93% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.43% | -0.12% | +22.68% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.42% | -0.17% | +232.03% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.41% | -0.03% | +11.17% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.40% | +0.20% | +13.99% | |
| 49 | AMD | Advanced Micro Devices | Stock-Tech | 0.39% | +0.37% | +23.70% | |
| 50 | VUG | Vanguard Growth ETF | ETF-Other | 0.37% | — | +12.20% |
According to official SEC Form 13F filings, Fifth Third Wealth Advisors LLC reported a total U.S. public equity portfolio value of $3.6B across 245 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, IVV, IJH) accounted for 7.2% of total reported equity market value during Q1 2024.
During Q1 2024, Fifth Third Wealth Advisors LLC's top holdings by market value included SPY (14.8%)、IVV (13.9%)、IJH (4.4%). The largest single position, SPY, represented 14.8% of total portfolio value.
In Q1 2024, Fifth Third Wealth Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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