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
VWENXVanguard Wellington-adm
Recent Activity
New Position
0.05%
$777,533
10,514 shares@ $73.96 avg price
SFBSServisfirst Bancshares Inc Com
Recent Activity
New Position
0.05%
$738,340
8,713 shares@ $84.75 avg price
IVWIshares Tr
Recent Activity
New Position
0.04%
$678,641
6,684 shares@ $101.54 avg price
APOApollo Global Mgmt Inc Com
Recent Activity
New Position
0.04%
$667,246
4,040 shares@ $165.16 avg price
WDAYWorkday Inc-class A
Recent Activity
New Position
0.03%
$544,959
2,112 shares@ $258.03 avg price
VBIAXVanguard Balanced Index-adm
Recent Activity
New Position
0.03%
$532,154
10,977 shares@ $48.48 avg price
DOCUDocusign Inc Com
Recent Activity
New Position
0.03%
$519,403
5,775 shares@ $89.94 avg price
VSGAXVanguard S C Grow Indx-adm
Recent Activity
New Position
0.03%
$451,128
4,583 shares@ $98.44 avg price
SPMDSpdr Portfolio S&p 400 Mid C
Recent Activity
New Position
0.03%
$406,073
7,425 shares@ $54.69 avg price
VHTVanguard Health Care Etf
Recent Activity
New Position
0.03%
$377,744
1,489 shares@ $253.69 avg price