test

Lisa Rolon

@Fifth Third Wealth Advisors Llc

Latest period2024 - Q4ReportedManaged Assets$1.843BTotal holdings722
Assets growth rate12.97%Assets growth rate (2-Q avg)18.36%Continuous growth in asset value7 quarters

Portfolio positions

This chart displays the top 10 holdings in Fifth Third Wealth Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 722 positions.

Assets under management

The assets under management (AUM) of Fifth Third Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.843B in assets, with a quarterly growth rate of 12.97% and a 2-quarter average growth rate of 18.36%. The portfolio is managed by Lisa Rolon, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DVYIshares Tr
Recent Activity
Decreased -1.95%
0.93%
$17.008M
129,542 shares@ $131.3 avg price
ABBVAbbvie Inc Com
Recent Activity
Decreased -0.81%
0.43%
$7.778M
43,771 shares@ $177.71 avg price
MRKMerck & Co Inc Com
Recent Activity
Decreased -2.41%
0.36%
$6.581M
66,155 shares@ $99.48 avg price
USFDUs Foods Hldg Corp Com
Recent Activity
Decreased -0.06%
0.35%
$6.347M
94,085 shares@ $67.46 avg price
DISDisney Walt Co Com
Recent Activity
Decreased -16.62%
0.34%
$6.256M
56,185 shares@ $111.35 avg price
PGProcter And Gamble Co Com
Recent Activity
Decreased -1.03%
0.34%
$6.218M
37,091 shares@ $167.66 avg price
CVXChevron Corp New Com
Recent Activity
Decreased -10.07%
0.27%
$4.819M
33,273 shares@ $144.84 avg price
ADBEAdobe Inc Com
Recent Activity
Decreased -0.37%
0.26%
$4.634M
10,421 shares@ $444.68 avg price
PEPPepsico Inc Com
Recent Activity
Decreased -6.96%
0.22%
$3.992M
26,252 shares@ $152.06 avg price
EMXCIshares Tr
Recent Activity
Decreased -7.56%
0.19%
$3.393M
61,195 shares@ $55.46 avg price