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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 | +25.24% | +6.45% | 618,380.3 | ||
SPY | SPDR S&P 500 ETF Trust | 296,673 | 165,955.8 | +2.00% | 8.600 | +0.17% | 0.030 | +25.48% | +6.62% | 638,854.0 | ||
AAPL | Apple Inc | 321,725 | 71,464.7 | +10.46% | 3.700 | +0.35% | 0.000 | +22.01% | -15.90% | 3,137,867.7 | Hardware | |
IEFA | iShares Core MSCI EAFE ETF | 890,893 | 67,396.1 | +28.13% | 3.490 | +0.77% | 0.050 | +24.29% | +19.96% | 141,775.0 | ||
MSFT | Microsoft Corp | 176,729 | 66,342.2 | +14.09% | 3.440 | +0.42% | 0.000 | +40.46% | +18.39% | 3,694,606.1 | Software | |
NVDA | NVIDIA Corp | 568,678 | 61,633.3 | +12.44% | 3.190 | +0.35% | 0.000 | +65.25% | +18.51% | 3,880,665.1 | Semiconductors | |
IJH | iShares Core S&P Mid-Cap ETF | 960,825 | 56,064.1 | +8.75% | 2.900 | +0.23% | 0.060 | +24.16% | +2.22% | 96,810.9 | ||
AMZN | Amazon.com Inc | 238,953 | 45,463.2 | +14.30% | 2.350 | +0.29% | 0.000 | +30.07% | +1.18% | 2,356,511.7 | Retail - Cyclical | |
IJR | iShares Core S&P Small-Cap ETF | 354,013 | 37,019.1 | +16.29% | 1.920 | +0.27% | 0.050 | +23.83% | -2.38% | 80,592.0 | ||
GOOGL | Alphabet Inc | 195,965 | 30,304.0 | +12.00% | 1.570 | +0.17% | 0.000 | +21.17% | -7.27% | 2,129,201.4 | 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 | $82.82 | 10.75% | 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 | $622.74 | 5.46% | Add 5.92% | 432,042 | 24,146 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.42% | 375.39 ($407.71) 447.2 | $497.08 | 21.92% | Add 14.09% | 176,729 | 21,828 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.35% | 209.68 ($231.67) 247.1 | $210.09 | -9.31% | Add 10.46% | 321,725 | 30,475 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.35% | 106.98 ($126.74) 149.43 | $159.12 | 25.55% | 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 | $424.37 | 7.54% | Add 34.55% | 61,582 | 15,814 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +0.29% | 190.26 ($217) 242.06 | $221.97 | 2.29% | 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 | $111.73 | -0.98% | 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 | $63.32 | 1.96% | 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 | $225.08 | -8.52% | Add 67.68% | 47,479 | 19,164 |
Fifth Third Wealth Advisors LLC Total Holding History ($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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