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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
METAMeta Platforms Inc Cl A
Recent Activity
Increased 9.46%
1.32%
$24.323M
41,541 shares@ $585.52 avg price
JPMJpmorgan Chase & Co. Com
Recent Activity
Increased 8.44%
1.28%
$23.47M
97,908 shares@ $239.71 avg price
AVGOBroadcom Inc Com
Recent Activity
Increased 17.35%
1.22%
$22.325M
96,297 shares@ $231.84 avg price
IWFIshares Tr
Recent Activity
Increased 9.46%
1%
$18.379M
45,768 shares@ $401.58 avg price
TSLATesla Inc Com
Recent Activity
Increased 16.75%
0.96%
$17.527M
43,400 shares@ $403.84 avg price
IWRIshares Tr
Recent Activity
Increased 16.36%
0.9%
$16.429M
185,848 shares@ $88.4 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Increased 12.77%
0.83%
$15.287M
80,272 shares@ $190.44 avg price
BRK.BBerkshire Hathaway Inc-cl B
Recent Activity
Increased 14.1%
0.78%
$14.311M
31,571 shares@ $453.29 avg price
HDHome Depot Inc Com
Recent Activity
Increased 10.7%
0.77%
$14.157M
36,395 shares@ $388.99 avg price
XOMExxon Mobil Corp Com
Recent Activity
Increased 20.18%
0.74%
$13.62M
126,618 shares@ $107.57 avg price