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Fifth Third Wealth Advisors LLC13F | |
| Fifth Third Wealth Advisors LLC | |
| Last update 2025-04-09 | 706 Stocks (54 new) |
| Value $1.93 Bil | Turnover 11 % |
Fifth Third Wealth Advisors LL... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 432,042 | 242,764.1 | +5.92% | 12.570 | +0.70% | 0.040 | +18.19% | +8.32% | 638,541.3 | ||
SPY | SPDR S&P 500 ETF Trust | 296,673 | 165,955.8 | +2.00% | 8.600 | +0.17% | 0.030 | +18.14% | +8.25% | 650,703.7 | ||
AAPL | Apple Inc | 321,725 | 71,464.7 | +10.46% | 3.700 | +0.35% | 0.000 | +4.16% | -14.80% | 3,178,866.5 | Hardware | |
IEFA | iShares Core MSCI EAFE ETF | 890,893 | 67,396.1 | +28.13% | 3.490 | +0.77% | 0.050 | +12.38% | +22.81% | 146,267.5 | ||
MSFT | Microsoft Corp | 176,729 | 66,342.2 | +14.09% | 3.440 | +0.42% | 0.000 | +34.31% | +19.54% | 3,730,691.1 | Software | |
NVDA | NVIDIA Corp | 568,678 | 61,633.3 | +12.44% | 3.190 | +0.35% | 0.000 | +64.96% | +26.18% | 4,131,618.0 | Semiconductors | |
IJH | iShares Core S&P Mid-Cap ETF | 960,825 | 56,064.1 | +8.75% | 2.900 | +0.23% | 0.060 | +15.87% | +3.77% | 98,533.3 | ||
AMZN | Amazon.com Inc | 238,953 | 45,463.2 | +14.30% | 2.350 | +0.29% | 0.000 | +25.98% | +3.71% | 2,415,485.6 | Retail - Cyclical | |
IJR | iShares Core S&P Small-Cap ETF | 354,013 | 37,019.1 | +16.29% | 1.920 | +0.27% | 0.050 | +16.62% | -0.62% | 82,884.6 | ||
GOOGL | Alphabet Inc | 195,965 | 30,304.0 | +12.00% | 1.570 | +0.17% | 0.000 | +22.41% | +0.58% | 2,309,047.3 | Interactive Media |
Fifth Third Wealth Advisors LLC's Historical Top Holdings Breakdowns
Fifth Third Wealth Advisors LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IEFA | iShares Core MSCI EAFE ETF | 2025-03-31 | Add Add | +0.77% | 69.57 ($74.78) 78.65 | $84.78 | 13.38% | Add 28.13% | 890,893 | 195,614 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.70% | 554.06 ($590.51) 615.85 | $633.69 | 7.31% | Add 5.92% | 432,042 | 24,146 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.42% | 375.39 ($407.71) 447.2 | $502.46 | 23.24% | Add 14.09% | 176,729 | 21,828 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.35% | 209.68 ($231.67) 247.1 | $213.06 | -8.03% | Add 10.46% | 321,725 | 30,475 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.35% | 106.98 ($126.74) 149.43 | $169.47 | 33.71% | Add 12.44% | 568,678 | 62,911 | |
IWF | iShares Russell 1000 Growth ETF | 2025-03-31 | Add Add | +0.30% | 360.07 ($394.62) 417.26 | $433.73 | 9.91% | Add 34.55% | 61,582 | 15,814 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +0.29% | 190.26 ($217) 242.06 | $227.26 | 4.73% | Add 14.3% | 238,953 | 29,888 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Add Add | +0.27% | 102.49 ($112.84) 119.96 | $113.74 | 0.80% | Add 16.29% | 354,013 | 49,597 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Add Add | +0.23% | 57.21 ($62.1) 65.8 | $64.27 | 3.49% | Add 8.75% | 960,825 | 77,299 | |
LOW | Lowe's Companies Inc | 2025-03-31 | Add Add | +0.23% | 222.66 ($246.05) 268.42 | $226.42 | -7.98% | Add 67.68% | 47,479 | 19,164 |
Fifth Third Wealth Advisors LLC Total Holding History ($B)
Fifth Third Wealth Advisors LLC's Asset Allocation
Fifth Third Wealth Advisors LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Fifth Third Wealth Advisors LLC's Hypothetical Growth since 2025-03-31
Fifth Third Wealth Advisors LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Fifth Third Wealth Advisors LLC's Holdings Heat Map
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Fifth Third Wealth Advisors LLC's Holdings Bubble Chart
Fifth Third Wealth Advisors LLC News
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