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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
HCAHca Healthcare Inc
Recent Activity
New Position
0.02%
$267,504
891 shares@ $300.23 avg price
PTCPtc Inc
Recent Activity
New Position
0.02%
$260,176
1,415 shares@ $183.87 avg price
GTLSChart Inds Inc Com
Recent Activity
New Position
0.02%
$260,115
1,363 shares@ $190.85 avg price
EXPEExpedia Group Inc
Recent Activity
New Position
0.02%
$255,645
1,372 shares@ $186.34 avg price
KDKyndryl Hldgs Inc Common Stock
Recent Activity
New Position
0.02%
$255,140
7,374 shares@ $34.6 avg price
UALUnited Airlines Holdings Inc
Recent Activity
New Position
0.02%
$254,693
2,623 shares@ $97.1 avg price
GMEGamestop Corp New Cl A
Recent Activity
New Position
0.02%
$251,754
8,033 shares@ $31.34 avg price
ALKAlaska Air Group Inc Com
Recent Activity
New Position
0.02%
$250,647
3,871 shares@ $64.75 avg price
BHPBhp Group Ltd-spon Adr
Recent Activity
New Position
0.02%
$249,033
5,100 shares@ $48.83 avg price
ZWSZurn Elkay Water Solns Corp Co
Recent Activity
New Position
0.02%
$246,963
6,621 shares@ $37.3 avg price