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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
ETNEaton Corp Plc Shs
Recent Activity
Increased 1.6%
0.48%
$8.839M
26,634 shares@ $331.87 avg price
GSGoldman Sachs Group Inc Com
Recent Activity
Increased 9.33%
0.47%
$8.58M
14,984 shares@ $572.62 avg price
BACBank Of America Corp
Recent Activity
Increased 6.03%
0.46%
$8.371M
190,461 shares@ $43.96 avg price
ORCLOracle Corp Com
Recent Activity
Increased 6.48%
0.45%
$8.148M
48,894 shares@ $166.65 avg price
COSTCostco Whsl Corp New Com
Recent Activity
Increased 4.84%
0.45%
$8.124M
8,866 shares@ $916.29 avg price
ABBVAbbvie Inc Com
Recent Activity
Decreased -0.81%
0.43%
$7.778M
43,771 shares@ $177.71 avg price
SDYSpdr S&p Dividend Etf
Recent Activity
Increased 1.4%
0.41%
$7.451M
56,402 shares@ $132.1 avg price
DSIIshares Tr
Recent Activity
Increased 15.21%
0.41%
$7.396M
67,086 shares@ $110.25 avg price
LOWLowe's Cos Inc
Recent Activity
Increased 308%
0.38%
$6.988M
28,315 shares@ $246.8 avg price
MCDMcdonalds Corp Com
Recent Activity
Increased 11.99%
0.38%
$6.89M
23,769 shares@ $289.9 avg price