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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
VDEVanguard Energy Etf
Recent Activity
New Position
0.03%
$373,999
3,083 shares@ $121.32 avg price
VTTSXVanguard Chester Fds Tar Retir
Recent Activity
New Position
0.02%
$367,033
7,162 shares@ $51.25 avg price
FLEXFlex Ltd Ord
Recent Activity
New Position
0.02%
$321,401
8,372 shares@ $38.39 avg price
VWUAXVanguard Us Growth Fund-adm
Recent Activity
New Position
0.02%
$307,731
1,663 shares@ $185.05 avg price
MGVVanguard World Fd Mega Cap Val
Recent Activity
New Position
0.02%
$304,506
2,438 shares@ $124.9 avg price
WRBWr Berkley Corp
Recent Activity
New Position
0.02%
$290,610
4,966 shares@ $58.52 avg price
AVDEAmerican Centy Etf Tr
Recent Activity
New Position
0.02%
$278,988
4,546 shares@ $61.37 avg price
GLDSpdr Gold Shares
Recent Activity
New Position
0.02%
$278,449
1,150 shares@ $242.13 avg price
BTIBritish Amern Tob Plc Sponsore
Recent Activity
New Position
0.02%
$275,015
7,572 shares@ $36.32 avg price
SHOPShopify Inc - Class A
Recent Activity
New Position
0.02%
$273,162
2,569 shares@ $106.34 avg price