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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
CGNXCognex Corp
Recent Activity
Exited
0%
$223,074
5,508 shares@ $40.5 avg price
TTETotalenergies Se Sponsored Ads
Recent Activity
Exited
0%
$222,616
3,445 shares@ $64.63 avg price
TKRTimken Co Com
Recent Activity
Exited
0%
$222,526
2,640 shares@ $84.3 avg price
STXSeagate Technology Holdings
Recent Activity
Exited
0%
$222,236
2,029 shares@ $109.53 avg price
BAXBaxter Intl Inc Com
Recent Activity
Exited
0%
$218,707
5,760 shares@ $37.97 avg price
CRUSCirrus Logic Inc
Recent Activity
Exited
0%
$218,237
1,757 shares@ $124.22 avg price
AGCOAgco Corp Com
Recent Activity
Exited
0%
$217,836
2,226 shares@ $97.86 avg price
SPXCSpx Technologies Inc
Recent Activity
Exited
0%
$217,663
1,365 shares@ $159.47 avg price
LFUSLittelfuse Inc Com
Recent Activity
Exited
0%
$216,974
818 shares@ $265.25 avg price
GXOGxo Logistics Inc
Recent Activity
Exited
0%
$216,559
4,159 shares@ $52.07 avg price