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CIK: 0001899030
Total reported value
$3.6B
$3.6B
698 檔
15.4%
At the close of Q3 2024, Fifth Third Wealth Advisors LLC disclosed equity holdings valued at approximately $3.6B, spread across 698 reported holdings.
In Q3 2024, Fifth Third Wealth Advisors LLC displayed an active expansion posture, initiating 4 new positions and adding to 42 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 698 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.63% | -0.28% | +23.27% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 9.80% | -0.33% | +7.27% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.98% | -0.18% | +14.44% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.73% | -0.45% | +16.39% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.58% | -0.18% | +16.42% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.04% | -0.12% | +20.40% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.02% | -0.37% | +25.44% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.20% | -0.08% | +14.23% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.86% | — | +20.53% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.67% | +0.13% | +23.76% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.33% | -0.21% | +18.87% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.17% | -0.07% | +20.46% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.09% | -0.10% | +8.76% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.96% | -0.01% | +13.06% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 0.87% | +0.02% | +1148.71% | |
| 16 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.86% | -0.04% | +18.22% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 0.82% | -0.04% | +54.31% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.10% | +5.21% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 0.76% | -1.12% | EXIT | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.73% | +0.03% | +3.55% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.70% | -0.02% | -3.63% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | +0.11% | +18.50% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 0.61% | -0.01% | +33.57% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.61% | -0.08% | +33.75% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.60% | — | +8.75% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.56% | -0.10% | +22.93% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.53% | — | +14.65% | |
| 28 | ETN | Eaton Corporation plc | Stock-Industrials | 0.53% | +0.01% | +8.12% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | -0.17% | +19.27% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.52% | -0.04% | +449.88% | |
| 31 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.48% | -0.04% | +17.77% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.48% | -0.08% | +18.61% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.47% | -0.03% | +102.49% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | -0.01% | +12.17% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.46% | -0.10% | -4.19% | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.44% | -0.02% | +23.96% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.43% | +0.04% | +15.29% | |
| 38 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.42% | — | +39.67% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.41% | -0.03% | +16.85% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.40% | -0.04% | +8.50% | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.40% | -0.02% | +65.17% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.40% | -0.12% | +18.27% | |
| 43 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.39% | — | +12.84% | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.38% | +0.37% | +16.30% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.36% | +0.20% | +26.65% | |
| 46 | USFD | US Foods Holding CORP | Stock-Consumer Staples | 0.35% | -0.01% | +1270.85% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.34% | +0.10% | +11.68% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.33% | -0.11% | +12.51% | |
| 49 | ADBE | Adobe Inc | Stock-Tech | 0.33% | -0.02% | +2.02% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.32% | — | +965.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.6% | +23.27% | Add |
| 2 | VIG | Vanguard Dividend Apprec ETF | +0.4% | +449.88% | Add |
| 3 | USFD | US Foods Holding CORP | +0.3% | +1270.85% | Add |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +965.24% | Add |
| 5 | HD | Home Depot Inc | +0.3% | +54.31% | Add |
| 6 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +25.44% | Add |
| 7 | LEN | Lennar Corp-a | +0.2% | +626.85% | Add |
| 8 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +659.21% | Add |
| 9 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 10 | MRK | Merck & Co. Inc. | +0.2% | +102.49% | Add |
| 11 | LRCX | Lam Research CORP | +0.2% | NEW | New buy |
| 12 | NET | Cloudflare Inc - Class A | +0.2% | NEW | New buy |
| 13 | CMG | Chipotle Mexican Grill Inc | +0.1% | +364.85% | Add |
| 14 | IJR | Ishares Core S&p Small-cap E | +0.1% | +20.53% | Add |
| 15 | TOST | Toast Inc-class A | +0.1% | NEW | New buy |
| 16 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +20.40% | Add |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +18.87% | Add |
| 18 | ISRG | Intuitive Surgical Inc | +0.1% | +94.45% | Add |
| 19 | PANW | Palo Alto Networks Inc | +0.1% | +137.83% | Add |
| 20 | PNC | Pnc Financial Services Group | +0.1% | +113.64% | Add |
| 21 | AAPL | Apple Inc | +0.1% | +14.44% | Add |
| 22 | VB | Vanguard Small-cap ETF | +0.1% | +33.57% | Add |
| 23 | TSLA | Tesla Inc | +0.1% | +8.75% | Add |
| 24 | DIS | Walt Disney Co/the | +0.1% | +65.17% | Add |
| 25 | EFA | Ishares Msci Eafe ETF | +0.1% | +33.75% | Add |
| 26 | GS | Goldman Sachs Group Inc | +0.1% | +39.67% | Add |
| 27 | AVGO | Broadcom Inc | +0.1% | +1148.71% | Add |
| 28 | WMT | Walmart Inc | +0.1% | +19.27% | Add |
| 29 | ORCL | Oracle CORP | +0.1% | +18.61% | Add |
| 30 | XOM | Exxon Mobil CORP | +0.1% | +31.95% | Add |
| 31 | CAT | Caterpillar Inc | +0.1% | +26.65% | Add |
| 32 | MA | Mastercard Inc - A | +0.1% | +22.93% | Add |
| 33 | MCD | Mcdonald's CORP | +0.1% | +18.27% | Add |
| 34 | IWR | Ishares Russell Mid-cap ETF | 0% | +18.22% | Add |
| 35 | ABBV | Abbvie Inc | 0% | +14.65% | Add |
| 36 | UNH | Unitedhealth Group Inc | 0% | +15.29% | Add |
| 37 | JPM | Jpmorgan Chase & Co | 0% | +20.46% | Add |
| 38 | SDY | Ss Spdr S&p Dividend ETF | 0% | +17.77% | Add |
| 39 | DVY | Ishares Select Dividend ETF | 0% | +8.76% | Add |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +5.21% | Add |
| 41 | IWF | Ishares Russell 1000 Growth | -0.1% | +13.06% | Add |
| 42 | GOOGL | Alphabet Inc-cl A | -0.2% | +23.76% | Add |
| 43 | BLKCHF | Blackrock Inc | -0.2% | EXIT | Sold out |
| 44 | VTMGX | Vanguard Dev Mkt Indx-adm | -0.2% | EXIT | Sold out |
| 45 | LRCXEUR | Lam Research CORP | -0.3% | EXIT | Sold out |
| 46 | AMZN | Amazon.com Inc | -0.3% | +14.23% | Add |
| 47 | NVDA | Nvidia CORP | -0.3% | +16.42% | Add |
| 48 | MSFT | Microsoft CORP | -0.4% | +16.39% | Add |
| 49 | VFIAX | Vanguard 500 Index-adm | -0.5% | EXIT | Sold out |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.9% | +7.27% | Add |
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 698 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SPY, AAPL) accounted for 15.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
BLK
市值: $3.2M
Top Position Liquidated / Trimmed
VFIAX
前期市值: $6.4M
During Q3 2024, Fifth Third Wealth Advisors LLC's top holdings by market value included IVV (12.6%)、SPY (9.8%)、AAPL (4.0%). The largest single position, IVV, represented 12.6% of total portfolio value.
In Q3 2024, Fifth Third Wealth Advisors LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 42 positions, trimming 0 holdings, and fully liquidating 4 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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