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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
ESNTEssent Group Ltd
Recent Activity
Exited
0%
$209,585
3,260 shares@ $64.29 avg price
OSKOshkosh Corp
Recent Activity
Exited
0%
$209,539
2,091 shares@ $100.21 avg price
JXNJackson Financial Inc-a
Recent Activity
Exited
0%
$206,727
2,266 shares@ $91.23 avg price
DINOHf Sinclair Corp Com
Recent Activity
Exited
0%
$206,315
4,629 shares@ $44.58 avg price
NOVTNovanta Inc
Recent Activity
Exited
0%
$205,937
1,151 shares@ $178.93 avg price
FAFFirst American Financial
Recent Activity
Exited
0%
$204,433
3,097 shares@ $66.02 avg price
LSTRLandstar System Inc
Recent Activity
Exited
0%
$203,602
1,078 shares@ $188.88 avg price
WYWeyerhaeuser Co
Recent Activity
Exited
0%
$203,397
6,007 shares@ $33.86 avg price
CVLTCommvault Systems Inc
Recent Activity
Exited
0%
$202,313
1,315 shares@ $153.86 avg price
POSTPost Holdings Inc
Recent Activity
Exited
0%
$201,984
1,745 shares@ $115.76 avg price