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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
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
IEMGIshares Tr
Recent Activity
Increased 26.05%
0.71%
$13.075M
250,384 shares@ $52.22 avg price
VIGVanguard Dividend Apprec Etf
Recent Activity
Increased 53.89%
0.71%
$12.938M
66,070 shares@ $195.83 avg price
EFAIshares Tr
Recent Activity
Increased 27.92%
0.63%
$11.438M
151,281 shares@ $75.61 avg price
WMTWalmart Inc
Recent Activity
Increased 18.57%
0.62%
$11.385M
126,012 shares@ $90.35 avg price
MAMastercard Incorporated Cl A
Recent Activity
Increased 7.69%
0.58%
$10.563M
20,060 shares@ $526.57 avg price
LLYEli Lilly & Co Com
Recent Activity
Increased 14.62%
0.56%
$10.257M
13,287 shares@ $771.99 avg price
VBVanguard Small-cap Etf
Recent Activity
Increased 0.88%
0.56%
$10.248M
42,651 shares@ $240.28 avg price
VVisa Inc Com Cl A
Recent Activity
Increased 5.68%
0.5%
$9.209M
29,138 shares@ $316.05 avg price