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
ANETArista Networks Inc
Recent Activity
Exited
0%
$2.053M
5,348 shares@ $383.82 avg price
ESTCElastic Nv
Recent Activity
Exited
0%
$1.262M
16,439 shares@ $76.77 avg price
SWNSouthwestern Energy Co
Recent Activity
Exited
0%
$523,353
73,608 shares@ $7.12 avg price
MITKMitek Systems Inc
Recent Activity
Exited
0%
$505,947
58,356 shares@ $8.68 avg price
TPLTexas Pacific Land Corp
Recent Activity
Exited
0%
$494,570
559 shares@ $884.75 avg price
SRPTSarepta Therapeutics Inc Com
Recent Activity
Exited
0%
$454,974
3,643 shares@ $124.89 avg price
ONTOOnto Innovation Inc
Recent Activity
Exited
0%
$323,171
1,557 shares@ $207.57 avg price
KBRKbr Inc
Recent Activity
Exited
0%
$279,017
4,284 shares@ $65.14 avg price
BLDRBuilders Firstsource Inc
Recent Activity
Exited
0%
$267,139
1,378 shares@ $193.86 avg price
LNTHLantheus Holdings Inc
Recent Activity
Exited
0%
$246,498
2,246 shares@ $109.75 avg price