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CIK: 0001899030
Total reported value
$3.8B
$3.8B
666 檔
12.1%
As reported in its official Q2 2024 Form 13F filing, Fifth Third Wealth Advisors LLC's tracked investment portfolio stood at $3.8B with 666 total positions.
During Q2 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 666 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.03% | -0.26% | +70.30% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 10.72% | -0.23% | +43.45% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.12% | +0.75% | +159.50% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.89% | +0.32% | +174.43% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.87% | +0.51% | +2163.32% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.93% | -0.14% | +41.78% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.77% | +0.02% | +46.84% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.47% | +0.03% | +123.55% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.83% | -0.20% | +87.52% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.74% | -0.16% | +23.19% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.22% | +0.23% | +214.29% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.15% | -0.04% | +72.08% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.11% | -0.05% | +66.17% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.02% | -0.03% | +46.60% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.96% | -0.05% | +219.26% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.84% | -0.10% | +54.39% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.83% | -0.05% | +20.99% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.81% | -0.02% | +186.82% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.80% | -0.18% | +199.82% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.70% | — | +179.69% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.67% | -0.05% | +29.82% | |
| 22 | ETN | Eaton Corporation plc | Stock-Industrials | 0.58% | -0.02% | +27.39% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.57% | -0.01% | +91.68% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | -0.11% | +111.41% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.53% | — | +136.94% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-Other | 0.52% | -0.02% | +51.02% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | -0.12% | +242.87% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.51% | +0.02% | +120.86% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | — | +23.60% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | +0.01% | +187.04% | |
| 31 | VFIAX | Vanguard 500 Index-adm | Stock-Other | 0.49% | — | +24.87% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.46% | -0.06% | +98.30% | |
| 33 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.46% | -0.02% | +69.63% | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.44% | -0.05% | +92.07% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | -0.01% | +64.78% | |
| 36 | ADBE | Adobe Inc | Stock-Tech | 0.43% | — | +87.92% | |
| 37 | AMAT | Applied Materials Inc | Stock-Tech | 0.42% | -0.22% | +54.81% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.41% | -0.10% | +64.59% | |
| 39 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.41% | — | +0.57% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.40% | -0.03% | +30.59% | |
| 41 | AMD | Advanced Micro Devices | Stock-Tech | 0.40% | -0.02% | +136.84% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.39% | +0.05% | +119.11% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.39% | — | +87.95% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.37% | -0.01% | +88.64% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.35% | -0.03% | +31.20% | |
| 46 | DE | Deere & Co | Stock-Industrials | 0.35% | -0.01% | +217.81% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.35% | +0.08% | +44.41% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.35% | -0.06% | +85.01% | |
| 49 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.34% | -0.08% | +202.03% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.31% | +0.04% | +28.20% |
According to official SEC Form 13F filings, Fifth Third Wealth Advisors LLC reported a total U.S. public equity portfolio value of $3.8B across 666 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, SPY, MSFT) accounted for 12.1% of total reported equity market value during Q2 2024.
During Q2 2024, Fifth Third Wealth Advisors LLC's top holdings by market value included IVV (12.0%)、SPY (10.7%)、MSFT (4.1%). The largest single position, IVV, represented 12.0% of total portfolio value.
In Q2 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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