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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
IVVIshares Tr
Recent Activity
Increased 14.14%
13.03%
$240.12M
407,896 shares@ $588.68 avg price
SPYSpdr S&p 500 Etf Tr Tr Unit
Recent Activity
Increased 4.38%
9.25%
$170.465M
290,857 shares@ $586.08 avg price
AAPLApple Inc Com
Recent Activity
Increased 4.48%
3.96%
$72.935M
291,250 shares@ $250.43 avg price
NVDANvidia Corporation Com
Recent Activity
Increased 5.22%
3.69%
$67.919M
505,767 shares@ $134.29 avg price
MSFTMicrosoft Corp Com
Recent Activity
Increased 9.44%
3.55%
$65.291M
154,901 shares@ $421.5 avg price
IJHIshares Tr
Recent Activity
Increased 10.98%
2.99%
$55.053M
883,526 shares@ $62.32 avg price
IEFAIshares Tr
Recent Activity
Increased 10.14%
2.66%
$48.864M
695,279 shares@ $70.29 avg price
AMZNAmazon Com Inc Com
Recent Activity
Increased 8.75%
2.49%
$45.867M
209,065 shares@ $219.39 avg price
IJRIshares Tr
Recent Activity
Increased 17.25%
1.91%
$35.075M
304,416 shares@ $115.23 avg price
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
Increased 6.71%
1.8%
$33.122M
174,972 shares@ $189.31 avg price