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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
STESteris Plc Shs Usd
Recent Activity
Exited
0%
$214,648
885 shares@ $242.55 avg price
BRKRBruker Corp
Recent Activity
Exited
0%
$214,500
3,106 shares@ $69.06 avg price
CECelanese Corp
Recent Activity
Exited
0%
$211,826
1,558 shares@ $135.97 avg price
FSLRFirst Solar Inc
Recent Activity
Exited
0%
$211,276
847 shares@ $249.45 avg price
MOG.AMoog Inc-class A
Recent Activity
Exited
0%
$211,111
1,045 shares@ $202.03 avg price
BCBrunswick Corp Com
Recent Activity
Exited
0%
$210,975
2,517 shares@ $83.83 avg price
ALGNAlign Technology Inc
Recent Activity
Exited
0%
$210,831
829 shares@ $254.32 avg price
LEALear Corp Com New
Recent Activity
Exited
0%
$210,550
1,929 shares@ $109.15 avg price
STAGStag Industrial Inc
Recent Activity
Exited
0%
$210,500
5,385 shares@ $39.1 avg price
VVVValvoline Inc
Recent Activity
Exited
0%
$210,171
5,022 shares@ $41.86 avg price