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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
VFIAXVanguard 500 Index-adm
Recent Activity
New Position
0.85%
$15.654M
28,842 shares@ $542.77 avg price
ANETArista Networks Inc
Recent Activity
New Position
0.14%
$2.445M
22,122 shares@ $110.54 avg price
VTMGXVanguard Dev Mkt Indx-adm
Recent Activity
New Position
0.12%
$2.144M
139,593 shares@ $15.37 avg price
VIMAXVanguard Mid Cap Index-adm
Recent Activity
New Position
0.11%
$1.872M
5,728 shares@ $326.88 avg price
VTSAXVanguard Index Fds Tot Stkidx
Recent Activity
New Position
0.11%
$1.863M
13,213 shares@ $141.03 avg price
VGSTXVanguard Star Fds Star Fd
Recent Activity
New Position
0.1%
$1.78M
64,763 shares@ $27.48 avg price
VWNAXVanguard Windsor Ii-adm
Recent Activity
New Position
0.09%
$1.636M
20,828 shares@ $78.56 avg price
VSMAXVanguard Sml Cap Indx-adm
Recent Activity
New Position
0.05%
$913,123
7,929 shares@ $115.17 avg price
VIGAXVanguard Growth Index-adm
Recent Activity
New Position
0.05%
$815,762
3,862 shares@ $211.23 avg price
VEMAXVanguard Em Mkt Stk Ind-adm
Recent Activity
New Position
0.05%
$780,133
21,217 shares@ $36.77 avg price