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CIK: 0001899030
Total reported value
$3.6B
$3.6B
722 檔
17.2%
As reported in its official Q4 2024 Form 13F filing, Fifth Third Wealth Advisors LLC's tracked investment portfolio stood at $3.6B with 722 total positions.
In Q4 2024, Fifth Third Wealth Advisors LLC displayed an active expansion posture, initiating 7 new positions and adding to 38 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 722 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.03% | -0.28% | +14.14% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 9.25% | -0.33% | +4.38% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.96% | -0.18% | +4.47% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.68% | -0.18% | +5.21% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.54% | -0.45% | +9.43% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.99% | -0.12% | +10.98% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.65% | -0.37% | +10.14% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.49% | -0.08% | +8.75% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.90% | — | +17.24% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.80% | +0.13% | +6.71% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.32% | -0.21% | +9.45% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.27% | -0.07% | +8.44% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.21% | +0.02% | +17.34% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.00% | -0.01% | +9.45% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.95% | — | +16.75% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.92% | -0.10% | -1.95% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.89% | -0.04% | +16.36% | |
| 18 | VFIAX | Vanguard 500 Index-adm | Stock-Other | 0.85% | — | — | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.83% | +0.03% | +12.77% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.10% | +14.09% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.77% | -0.04% | +10.69% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.74% | -1.12% | EXIT | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.71% | -0.02% | +26.04% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.70% | -0.04% | +53.88% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.62% | -0.08% | +27.91% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.62% | -0.17% | +18.57% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.57% | -0.10% | +7.69% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | +0.11% | +14.61% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-Other | 0.56% | -0.01% | +0.88% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | -0.01% | +5.68% | |
| 31 | ETN | Eaton Corporation plc | Stock-Industrials | 0.48% | +0.01% | +1.59% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.47% | — | +9.32% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.45% | -0.02% | +6.03% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.44% | -0.08% | +6.48% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | -0.10% | +4.84% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.42% | — | -0.82% | |
| 37 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.40% | -0.04% | +1.39% | |
| 38 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.40% | — | +15.20% | |
| 39 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.38% | -0.09% | +308.00% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.37% | -0.12% | +11.99% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.37% | +0.04% | +11.83% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.36% | -0.13% | +7.00% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.36% | -0.03% | -2.41% | |
| 44 | USFD | US Foods Holding CORP | Stock-Consumer Staples | 0.34% | -0.01% | -0.07% | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.34% | -0.02% | -16.63% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.34% | -0.04% | -1.04% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.33% | — | +14.85% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.33% | +0.10% | +233.68% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.32% | -0.03% | +1.96% | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.31% | +0.20% | +5.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VFIAX | Vanguard 500 Index-adm | +0.9% | NEW | New buy |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.4% | +14.14% | Add |
| 3 | TSLA | Tesla Inc | +0.4% | +16.75% | Add |
| 4 | AVGO | Broadcom Inc | +0.3% | +17.34% | Add |
| 5 | AMZN | Amazon.com Inc | +0.3% | +8.75% | Add |
| 6 | LOW | Lowe's Cos Inc | +0.3% | +308.00% | Add |
| 7 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +53.88% | Add |
| 8 | GEV | GE Vernova Inc | +0.1% | +199.73% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | +6.71% | Add |
| 10 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 11 | VTMGX | Vanguard Dev Mkt Indx-adm | +0.1% | NEW | New buy |
| 12 | NVDA | Nvidia CORP | +0.1% | +5.21% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +8.44% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +12.77% | Add |
| 15 | VIMAX | Vanguard Mid Cap Index-adm | +0.1% | NEW | New buy |
| 16 | VTSAX | Vanguard Ttl Stk Mkt-adm | +0.1% | NEW | New buy |
| 17 | VGSTX | Vanguard Star Fund-inv | +0.1% | NEW | New buy |
| 18 | WMT | Walmart Inc | +0.1% | +18.57% | Add |
| 19 | VWNAX | Vanguard Windsor Ii-adm | +0.1% | NEW | New buy |
| 20 | PNC | Pnc Financial Services Group | +0.1% | +48.47% | Add |
| 21 | OEF | Ishares S&p 100 ETF | +0.1% | +263.35% | Add |
| 22 | VOO | Vanguard S&p 500 ETF | +0.1% | +55.19% | Add |
| 23 | NFLX | Netflix Inc | +0.1% | +7.00% | Add |
| 24 | VONG | Vanguard Russell 1000 Growth | +0.1% | +33.04% | Add |
| 25 | GS | Goldman Sachs Group Inc | +0.1% | +9.32% | Add |
| 26 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +39.89% | Add |
| 27 | VEA | Vanguard Ftse Developed ETF | +0.1% | +60.43% | Add |
| 28 | TMO | Thermo Fisher Scientific Inc | +0.1% | +78.70% | Add |
| 29 | IWD | Ishares Russell 1000 Value E | +0.1% | +114.69% | Add |
| 30 | DE | Deere & Co | +0.1% | +36.65% | Add |
| 31 | IJR | Ishares Core S&p Small-cap E | 0% | +17.24% | Add |
| 32 | IWF | Ishares Russell 1000 Growth | 0% | +9.45% | Add |
| 33 | V | Visa Inc-class A Shares | 0% | +5.68% | Add |
| 34 | IWR | Ishares Russell Mid-cap ETF | 0% | +16.36% | Add |
| 35 | IEMG | Ishares Core Msci Emerging | 0% | +26.04% | Add |
| 36 | EFA | Ishares Msci Eafe ETF | 0% | +27.91% | Add |
| 37 | MA | Mastercard Inc - A | 0% | +7.69% | Add |
| 38 | BAC | Bank Of America CORP | 0% | +6.03% | Add |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | — | +14.09% | Add |
| 40 | META | Meta Platforms Inc-class A | 0% | +9.45% | Add |
| 41 | AAPL | Apple Inc | 0% | +4.47% | Add |
| 42 | XOM | Exxon Mobil CORP | 0% | +20.18% | Add |
| 43 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +10.98% | Add |
| 44 | VOO | Vanguard S&P 500 ETF | -0.1% | EXIT | Sold out |
| 45 | DXCM | Dexcom Inc | -0.1% | -79.31% | Trim |
| 46 | MRK | Merck & Co. Inc. | -0.1% | -2.41% | Trim |
| 47 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | Sold out |
| 48 | LEN | Lennar Corp-a | -0.2% | -45.94% | Trim |
| 49 | MSFT | Microsoft CORP | -0.2% | +9.43% | Add |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.6% | +4.38% | 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 722 disclosed positions in Q4 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 17.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
VFIAX
市值: $15.7M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $2.1M
During Q4 2024, Fifth Third Wealth Advisors LLC's top holdings by market value included IVV (13.0%)、SPY (9.3%)、AAPL (4.0%). The largest single position, IVV, represented 13.0% of total portfolio value.
In Q4 2024, Fifth Third Wealth Advisors LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 38 positions, trimming 3 holdings, and fully liquidating 2 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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