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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
SAICScience Applications Inte
Recent Activity
Exited
0%
$241,912
1,737 shares@ $139.28 avg price
ESEversource Energy
Recent Activity
Exited
0%
$239,128
3,514 shares@ $68.06 avg price
IFFInternational Flavors&fragranc
Recent Activity
Exited
0%
$237,981
2,268 shares@ $104.93 avg price
SBACSba Communications Corp
Recent Activity
Exited
0%
$232,998
968 shares@ $240.71 avg price
APTVAptiv Plc
Recent Activity
Exited
0%
$229,568
3,188 shares@ $72.02 avg price
BDXBecton Dickinson & Co Com
Recent Activity
Exited
0%
$226,241
938 shares@ $241.2 avg price
EXPDExpeditors Intl Wash Inc
Recent Activity
Exited
0%
$224,563
1,709 shares@ $131.41 avg price
MSAMsa Safety Inc Com
Recent Activity
Exited
0%
$223,980
1,263 shares@ $177.34 avg price
BCCBoise Cascade Co
Recent Activity
Exited
0%
$223,735
1,587 shares@ $140.98 avg price
KEXKirby Corp
Recent Activity
Exited
0%
$223,435
1,825 shares@ $122.44 avg price