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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
IJJIshares Tr
Recent Activity
Decreased -0.33%
0.19%
$3.324M
26,602 shares@ $124.97 avg price
IBMInternational Business Machs C
Recent Activity
Decreased -1.97%
0.17%
$3.096M
14,085 shares@ $219.84 avg price
KLACKla Corp
Recent Activity
Decreased -2.02%
0.12%
$2.166M
3,438 shares@ $630.13 avg price
MDTMedtronic Plc Shs
Recent Activity
Decreased -8.3%
0.12%
$2.066M
25,869 shares@ $79.88 avg price
DECKDeckers Outdoor Corp
Recent Activity
Decreased -0.83%
0.12%
$2.042M
10,055 shares@ $203.1 avg price
VNQVanguard Real Estate Etf
Recent Activity
Decreased -1.1%
0.11%
$2.001M
22,458 shares@ $89.08 avg price
AMTAmerican Tower Corp New Com
Recent Activity
Decreased -3.85%
0.11%
$1.962M
10,695 shares@ $183.42 avg price
NKENike Inc -cl B
Recent Activity
Decreased -5.72%
0.11%
$1.935M
25,574 shares@ $75.68 avg price
AIGAmerican Intl Group Inc Com Ne
Recent Activity
Decreased -4.89%
0.11%
$1.9M
26,093 shares@ $72.8 avg price
SCZIshares Tr
Recent Activity
Decreased -17.41%
0.11%
$1.861M
30,633 shares@ $60.76 avg price