Fifth Third Wealth Advisors LLC Top Holdings and 13F Report (2025)

About Fifth Third Wealth Advisors LLC

Investment Activity

Fifth Third Wealth Advisors LLC has $2.38 billion in total holdings as of June 30, 2025.
Fifth Third Wealth Advisors LLC owns shares of 750 different stocks, but just 102 companies or ETFs make up 80% of its holdings.
Approximately 12.94% of the portfolio was purchased this quarter.
About 2.75% of the portfolio was sold this quarter.
This quarter, Fifth Third Wealth Advisors LLC has purchased 706 new stocks and bought additional shares in 364 stocks.
Fifth Third Wealth Advisors LLC sold shares of 295 stocks and completely divested from 31 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $287,907,579
SPDR S&P 500 ETF Trust: $185,051,169
iShares Core MSCI EAFE ETF: $93,945,562
NVIDIA: $93,866,138
Microsoft: $91,594,844

Largest New Holdings this Quarter

922908710 - VANGUARD INDEX FDS: $22,187,864 Holding
922908728 - VANGUARD INDEX FDS: $7,086,955 Holding
922908686 - VANGUARD INDEX FDS: $2,867,966 Holding
922908678 - VANGUARD INDEX FDS: $2,794,275 Holding
921931200 - VANGUARD ADMIRAL FDS INC: $2,180,571 Holding

Largest Purchases this Quarter

VANGUARD INDEX FDS: 38,751 shares (about $22.19M)
iShares Core S&P 500 ETF: 31,652 shares (about $19.65M)
iShares Core MSCI EAFE ETF: 234,473 shares (about $19.57M)
SPDR Portfolio S&P 500 Growth ETF: 174,156 shares (about $16.60M)
SPDR Portfolio S&P 500 Value ETF: 272,563 shares (about $14.27M)

Largest Sales this Quarter

Vanguard Dividend Appreciation ETF: 41,142 shares (about $8.42M)
iShares Core S&P Mid-Cap ETF: 110,777 shares (about $6.87M)
iShares Core S&P Small-Cap ETF: 49,368 shares (about $5.40M)
Vanguard Small-Cap ETF: 16,419 shares (about $3.89M)
Vanguard Total World Stock ETF: 21,592 shares (about $2.77M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$287,907,579	$19,652,725 ▲	7.3%	463,694	12.1%	ETF
SPY SPDR S&P 500 ETF Trust	$185,051,169	$1,751,606 ▲	1.0%	299,508	7.8%	Finance
IEFA iShares Core MSCI EAFE ETF	$93,945,562	$19,573,808 ▲	26.3%	1,125,366	3.9%	ETF
NVDA NVIDIA	$93,866,138	$4,020,688 ▲	4.5%	594,127	3.9%	Computer and Technology
MSFT Microsoft	$91,594,844	$3,688,286 ▲	4.2%	184,144	3.8%	Computer and Technology
AAPL Apple	$74,112,265	$8,104,003 ▲	12.3%	361,224	3.1%	Computer and Technology
AMZN Amazon.com	$56,427,766	$4,003,867 ▲	7.6%	257,203	2.4%	Retail/Wholesale
IJH iShares Core S&P Mid-Cap ETF	$52,719,969	$6,870,389 ▼	-11.5%	850,048	2.2%	ETF
GOOGL Alphabet	$38,598,515	$4,063,679 ▲	11.8%	219,024	1.6%	Computer and Technology
META Meta Platforms	$36,914,142	$1,925,679 ▲	5.5%	50,013	1.5%	Computer and Technology
JPM JPMorgan Chase & Co.	$36,064,655	$4,818,323 ▲	15.4%	124,399	1.5%	Finance
IJR iShares Core S&P Small-Cap ETF	$33,294,610	$5,395,422 ▼	-13.9%	304,645	1.4%	ETF
AVGO Broadcom	$33,109,764	$2,381,621 ▲	7.8%	120,115	1.4%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$26,274,621	$128,223 ▲	0.5%	61,884	1.1%	ETF
VANGUARD INDEX FDS	$22,187,864	$22,187,864 ▲	New Holding	38,751	0.9%	500 INDEX-ADM
IEMG iShares Core MSCI Emerging Markets ETF	$20,130,650	$2,602,722 ▲	14.8%	335,343	0.8%	ETF
DVY iShares Select Dividend ETF	$19,355,202	$41,570 ▲	0.2%	145,736	0.8%	ETF
IWR iShares Russell Mid-Cap ETF	$19,202,484	$523,033 ▼	-2.7%	208,791	0.8%	ETF
BRK.B Berkshire Hathaway	$18,257,180	$2,185,479 ▲	13.6%	37,584	0.8%	Finance
XOM Exxon Mobil	$18,146,058	$3,045,454 ▲	20.2%	168,331	0.8%	Energy
GOOG Alphabet	$18,059,266	$1,837,768 ▲	11.3%	101,805	0.8%	Computer and Technology
SPYG SPDR Portfolio S&P 500 Growth ETF	$17,110,205	$16,600,530 ▲	3,257.1%	179,503	0.7%	ETF
WMT Walmart	$16,272,651	$727,386 ▲	4.7%	166,421	0.7%	Retail/Wholesale
EFA iShares MSCI EAFE ETF	$15,694,039	$827,484 ▲	5.6%	175,568	0.7%	Finance
TSLA Tesla	$15,556,446	$345,296 ▲	2.3%	48,972	0.7%	Auto/Tires/Trucks
HD Home Depot	$15,390,733	$839,601 ▲	5.8%	41,978	0.6%	Retail/Wholesale
SPYV SPDR Portfolio S&P 500 Value ETF	$14,662,942	$14,265,943 ▲	3,593.4%	280,148	0.6%	ETF
ORCL Oracle	$14,215,166	$679,942 ▲	5.0%	65,019	0.6%	Computer and Technology
V Visa	$14,134,185	$1,695,364 ▲	13.6%	39,809	0.6%	Business Services
OEF iShares S&P 100 ETF	$13,644,558	$11,335,769 ▲	491.0%	44,832	0.6%	ETF
LLY Eli Lilly and Company	$13,559,671	$1,707,139 ▲	14.4%	17,395	0.6%	Medical
NFLX Netflix	$13,094,013	$1,250,747 ▲	10.6%	9,778	0.5%	Consumer Discretionary
VOO Vanguard S&P 500 ETF	$12,939,922	$8,319,495 ▲	180.1%	22,780	0.5%	ETF
VGT Vanguard Information Technology ETF	$12,699,313	$9,866,410 ▲	348.3%	19,146	0.5%	ETF
MA Mastercard	$12,160,165	$453,478 ▲	3.9%	21,640	0.5%	Business Services
BAC Bank of America	$11,960,514	$1,760,352 ▲	17.3%	252,758	0.5%	Finance
GS The Goldman Sachs Group	$11,865,594	$343,971 ▲	3.0%	16,765	0.5%	Finance
LOW Lowe's Companies	$10,993,880	$459,715 ▲	4.4%	49,551	0.5%	Retail/Wholesale
ETN Eaton	$10,730,682	$441,236 ▲	4.3%	30,059	0.5%	Industrials
COST Costco Wholesale	$10,119,553	$767,233 ▲	8.2%	10,222	0.4%	Retail/Wholesale
VEA Vanguard FTSE Developed Markets ETF	$10,071,808	$2,437,069 ▲	31.9%	176,667	0.4%	ETF
PG Procter & Gamble	$8,878,081	$1,834,405 ▲	26.0%	55,725	0.4%	Consumer Staples
VWO Vanguard FTSE Emerging Markets ETF	$8,874,581	$3,099,963 ▲	53.7%	179,429	0.4%	ETF
ABBV AbbVie	$8,652,902	$843,090 ▼	-8.9%	46,616	0.4%	Medical
PM Philip Morris International	$8,504,899	$2,721,014 ▲	47.0%	46,697	0.4%	Consumer Staples
GE VERNOVA INC	$8,449,123	$1,361,004 ▲	19.2%	15,967	0.4%	COM
GE GE Aerospace	$8,377,847	$2,888,194 ▲	52.6%	32,549	0.4%	Aerospace
CRWD CrowdStrike	$8,272,722	$401,336 ▲	5.1%	16,243	0.3%	Computer and Technology
SDY SPDR S&P Dividend ETF	$8,139,321	$152,289 ▲	1.9%	59,967	0.3%	ETF
MCD McDonald's	$7,902,923	$506,040 ▲	6.8%	27,049	0.3%	Retail/Wholesale
DSI iShares ESG MSCI KLD 400 ETF	$7,786,902	$5,808 ▼	-0.1%	67,036	0.3%	ETF
KO CocaCola	$7,626,023	$382,759 ▲	5.3%	107,788	0.3%	Consumer Staples
EMXC iShares MSCI Emerging Markets ex China ETF	$7,603,761	$3,532,115 ▲	86.7%	120,427	0.3%	Manufacturing
DIS Walt Disney	$7,578,101	$396,211 ▲	5.5%	61,109	0.3%	Consumer Discretionary
VANGUARD INDEX FDS	$7,086,955	$7,086,955 ▲	New Holding	47,882	0.3%	INDEX FDS TOT STKIDX
ABT Abbott Laboratories	$7,045,959	$1,319,290 ▲	23.0%	51,805	0.3%	Medical
PALANTIR TECHNOLOGIES INC-A	$7,001,395	$3,466,618 ▲	98.1%	51,360	0.3%	COM
CAT Caterpillar	$6,845,334	$363,754 ▲	5.6%	17,633	0.3%	Industrials
VIG Vanguard Dividend Appreciation ETF	$6,702,750	$8,420,548 ▼	-55.7%	32,749	0.3%	ETF
VUG Vanguard Growth ETF	$6,520,417	$1,211,755 ▲	22.8%	14,873	0.3%	ETF
NET Cloudflare	$6,480,994	$783 ▲	0.0%	33,095	0.3%	Computer and Technology
VONG Vanguard Russell 1000 Growth ETF	$6,415,937	$378,050 ▲	6.3%	58,754	0.3%	ETF
USFD US Foods	$6,163,110	$1,080,142 ▼	-14.9%	80,030	0.3%	Consumer Staples
ISRG Intuitive Surgical	$6,142,163	$402,123 ▲	7.0%	11,303	0.3%	Medical
CVX Chevron	$6,130,172	$596,536 ▲	10.8%	42,811	0.3%	Energy
SCHD Schwab US Dividend Equity ETF	$6,110,121	$600,648 ▼	-9.0%	230,571	0.3%	ETF
IWD iShares Russell 1000 Value ETF	$5,918,771	$1,281,530 ▲	27.6%	30,473	0.2%	ETF
VB Vanguard Small-Cap ETF	$5,909,423	$3,891,034 ▼	-39.7%	24,936	0.2%	ETF
HON Honeywell International	$5,817,808	$1,273,155 ▲	28.0%	24,982	0.2%	Multi-Sector Conglomerates
RSP Invesco S&P 500 Equal Weight ETF	$5,724,447	$2,211,776 ▼	-27.9%	31,498	0.2%	ETF
BLACKROCK INC COM	$5,654,478	$454,331 ▲	8.7%	5,389	0.2%	COM
CSCO Cisco Systems	$5,541,964	$741,676 ▲	15.5%	79,878	0.2%	Computer and Technology
IWM iShares Russell 2000 ETF	$5,540,642	$520,271 ▼	-8.6%	25,676	0.2%	Finance
BSX Boston Scientific	$5,492,196	$1,484,192 ▲	37.0%	51,133	0.2%	Medical
AMAT Applied Materials	$5,297,968	$119,726 ▲	2.3%	28,940	0.2%	Computer and Technology
LINDE PLC SHS	$5,294,093	$246,313 ▲	4.9%	11,284	0.2%	COM
DE Deere & Company	$5,285,245	$185,090 ▲	3.6%	10,394	0.2%	Industrials
PNC The PNC Financial Services Group	$5,221,065	$455,051 ▼	-8.0%	28,007	0.2%	Finance
WFC Wells Fargo & Company	$5,206,580	$905,753 ▲	21.1%	64,985	0.2%	Finance
PEP PepsiCo	$5,157,797	$995,723 ▲	23.9%	39,062	0.2%	Consumer Staples
UBER Uber Technologies	$5,132,153	$395,312 ▲	8.3%	55,007	0.2%	Computer and Technology
TXN Texas Instruments	$5,102,071	$156,961 ▼	-3.0%	24,574	0.2%	Computer and Technology
RTX RTX	$5,078,844	$1,093,393 ▲	27.4%	34,782	0.2%	Aerospace
JNJ Johnson & Johnson	$5,031,865	$966,750 ▲	23.8%	32,942	0.2%	Medical
TMUS T-Mobile US	$5,024,903	$572,777 ▲	12.9%	21,090	0.2%	Computer and Technology
ARISTA NETWORKS INC	$4,944,540	$197,254 ▲	4.2%	48,329	0.2%	COM
NEE NextEra Energy	$4,915,737	$77,542 ▲	1.6%	70,812	0.2%	Utilities
CRM Salesforce	$4,902,902	$368,945 ▲	8.1%	17,980	0.2%	Computer and Technology
UNH UnitedHealth Group	$4,856,185	$247,707 ▲	5.4%	15,566	0.2%	Medical
MS Morgan Stanley	$4,818,257	$577,808 ▲	13.6%	34,206	0.2%	Finance
IJJ iShares S&P Mid-Cap 400 Value ETF	$4,688,131	$705,147 ▼	-13.1%	37,936	0.2%	ETF
PANW Palo Alto Networks	$4,682,163	$91,883 ▲	2.0%	22,880	0.2%	Computer and Technology
IAU iShares Gold Trust	$4,673,508	$609,320 ▲	15.0%	74,944	0.2%	Finance
QQQ Invesco QQQ	$4,535,270	$2,351,213 ▲	107.7%	8,221	0.2%	Finance
VTI Vanguard Total Stock Market ETF	$4,506,635	$2,567,274 ▼	-36.3%	14,828	0.2%	ETF
IBM International Business Machines	$4,491,980	$329,573 ▲	7.9%	15,238	0.2%	Computer and Technology
AXP American Express	$4,373,216	$373,207 ▲	9.3%	13,710	0.2%	Finance
ACN Accenture	$4,362,369	$356,880 ▼	-7.6%	14,595	0.2%	Computer and Technology
IJK iShares S&P Mid-Cap 400 Growth ETF	$4,357,942	$482,467 ▼	-10.0%	47,900	0.2%	ETF
LAM RESEARCH CORP	$4,219,140	$401,044 ▲	10.5%	43,344	0.2%	COM

Showing largest 100 holdings. View all holdings.

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Fifth Third Wealth Advisors LLC Top Holdings and 13F Report (2025)

About Fifth Third Wealth Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Fifth Third Wealth Advisors LLC Top Holdings and 13F Report (2025)

About Fifth Third Wealth Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFifth Third Wealth Advisors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools