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 $1.93 billion in total holdings as of March 31, 2025.
Fifth Third Wealth Advisors LLC owns shares of 706 different stocks, but just 103 companies or ETFs make up 80% of its holdings.
Approximately 11.66% of the portfolio was purchased this quarter.
About 2.89% of the portfolio was sold this quarter.
This quarter, Fifth Third Wealth Advisors LLC has purchased 722 new stocks and bought additional shares in 521 stocks.
Fifth Third Wealth Advisors LLC sold shares of 119 stocks and completely divested from 71 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $242,764,131
SPDR S&P 500 ETF Trust: $165,955,789
Apple: $71,464,722
iShares Core MSCI EAFE ETF: $67,396,077
Microsoft: $66,342,165

Largest New Holdings this Quarter

464287721 - iShares U.S. Technology ETF: $1,679,204 Holding
464289420 - iShares Russell Top 200 Value ETF: $1,220,126 Holding
464289438 - iShares Russell Top 200 Growth ETF: $728,165 Holding
922908637 - Vanguard Large-Cap ETF: $443,891 Holding
40171V100 - Guidewire Software: $443,481 Holding

Largest Purchases this Quarter

iShares Core MSCI EAFE ETF: 195,614 shares (about $14.80M)
iShares Core S&P 500 ETF: 24,146 shares (about $13.57M)
Microsoft: 21,828 shares (about $8.19M)
NVIDIA: 62,911 shares (about $6.82M)
Apple: 30,475 shares (about $6.77M)

Largest Sales this Quarter

Advanced Micro Devices: 25,039 shares (about $2.57M)
Adobe: 2,562 shares (about $982.60K)
ANSYS: 3,063 shares (about $969.63K)
Sysco: 7,993 shares (about $599.80K)
Chesapeake Energy: 4,624 shares (about $514.74K)

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	$242,764,131	$13,567,622 ▲	5.9%	432,042	12.6%	ETF
SPY SPDR S&P 500 ETF Trust	$165,955,789	$3,253,410 ▲	2.0%	296,673	8.6%	Finance
AAPL Apple	$71,464,722	$6,769,407 ▲	10.5%	321,725	3.7%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$67,396,077	$14,798,204 ▲	28.1%	890,893	3.5%	ETF
MSFT Microsoft	$66,342,165	$8,193,996 ▲	14.1%	176,729	3.4%	Computer and Technology
NVDA NVIDIA	$61,633,351	$6,818,297 ▲	12.4%	568,678	3.2%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$56,064,135	$4,510,396 ▲	8.7%	960,825	2.9%	ETF
AMZN Amazon.com	$45,463,198	$5,686,491 ▲	14.3%	238,953	2.4%	Retail/Wholesale
IJR iShares Core S&P Small-Cap ETF	$37,019,127	$5,186,357 ▲	16.3%	354,013	1.9%	ETF
GOOGL Alphabet	$30,303,995	$3,246,354 ▲	12.0%	195,965	1.6%	Computer and Technology
META Meta Platforms	$27,321,800	$3,379,202 ▲	14.1%	47,404	1.4%	Computer and Technology
JPM JPMorgan Chase & Co.	$26,438,163	$2,421,354 ▲	10.1%	107,779	1.4%	Finance
IWF iShares Russell 1000 Growth ETF	$22,236,531	$5,710,248 ▲	34.6%	61,582	1.2%	ETF
DVY iShares Select Dividend ETF	$19,528,795	$2,132,653 ▲	12.3%	145,423	1.0%	ETF
AVGO Broadcom	$18,664,259	$2,541,253 ▲	15.8%	111,475	1.0%	Computer and Technology
IWR iShares Russell Mid-Cap ETF	$18,245,621	$2,435,551 ▲	15.4%	214,478	0.9%	ETF
BRK.B Berkshire Hathaway	$17,620,409	$806,326 ▲	4.8%	33,085	0.9%	Finance
XOM Exxon Mobil	$16,659,715	$1,601,036 ▲	10.6%	140,080	0.9%	Energy
IEMG iShares Core MSCI Emerging Markets ETF	$15,758,468	$2,245,258 ▲	16.6%	291,986	0.8%	ETF
HD Home Depot	$14,545,395	$1,206,863 ▲	9.0%	39,688	0.8%	Retail/Wholesale
VIG Vanguard Dividend Appreciation ETF	$14,334,127	$1,517,197 ▲	11.8%	73,891	0.7%	ETF
GOOG Alphabet	$14,286,481	$1,745,561 ▲	13.9%	91,445	0.7%	Computer and Technology
WMT Walmart	$13,956,997	$2,894,430 ▲	26.2%	158,982	0.7%	Retail/Wholesale
EFA iShares MSCI EAFE ETF	$13,592,584	$1,228,401 ▲	9.9%	166,311	0.7%	Finance
LLY Eli Lilly and Company	$12,557,968	$1,584,096 ▲	14.4%	15,205	0.7%	Medical
TSLA Tesla	$12,409,877	$1,162,333 ▲	10.3%	47,885	0.6%	Auto/Tires/Trucks
V Visa	$12,278,016	$2,066,312 ▲	20.2%	35,034	0.6%	Business Services
MA Mastercard	$11,419,057	$423,699 ▲	3.9%	20,833	0.6%	Business Services
LOW Lowe's Companies	$11,073,527	$4,469,620 ▲	67.7%	47,479	0.6%	Retail/Wholesale
ABBV AbbVie	$10,718,558	$1,547,715 ▲	16.9%	51,158	0.6%	Medical
VB Vanguard Small-Cap ETF	$9,170,494	$287,389 ▼	-3.0%	41,355	0.5%	ETF
BAC Bank of America	$8,995,209	$1,047,258 ▲	13.2%	215,557	0.5%	Finance
COST Costco Wholesale	$8,935,011	$549,512 ▲	6.6%	9,447	0.5%	Retail/Wholesale
GS The Goldman Sachs Group	$8,892,983	$707,440 ▲	8.6%	16,279	0.5%	Finance
ORCL Oracle	$8,655,537	$1,819,635 ▲	26.6%	61,909	0.4%	Computer and Technology
NFLX Netflix	$8,247,295	$1,344,708 ▲	19.5%	8,844	0.4%	Consumer Discretionary
SDY SPDR S&P Dividend ETF	$7,984,090	$331,466 ▲	4.3%	58,845	0.4%	ETF
MCD McDonald's	$7,908,287	$483,550 ▲	6.5%	25,317	0.4%	Retail/Wholesale
ETN Eaton	$7,835,053	$595,043 ▲	8.2%	28,823	0.4%	Industrials
UNH UnitedHealth Group	$7,736,985	$697,649 ▲	9.9%	14,772	0.4%	Medical
RSP Invesco S&P 500 Equal Weight ETF	$7,564,582	$2,020,894 ▲	36.5%	43,668	0.4%	ETF
PG Procter & Gamble	$7,534,519	$1,213,403 ▲	19.2%	44,211	0.4%	Consumer Staples
KO Coca-Cola	$7,332,281	$490,452 ▲	7.2%	102,378	0.4%	Consumer Staples
SCHD Schwab US Dividend Equity ETF	$7,080,509	$893,490 ▲	14.4%	253,237	0.4%	ETF
DSI iShares ESG MSCI KLD 400 ETF	$6,870,277		0.0%	67,086	0.4%	ETF
VEA Vanguard FTSE Developed Markets ETF	$6,807,079	$2,521,159 ▲	58.8%	133,919	0.4%	ETF
CVX Chevron	$6,464,910	$898,680 ▲	16.1%	38,645	0.3%	Energy
VTI Vanguard Total Stock Market ETF	$6,396,865	$603,545 ▲	10.4%	23,275	0.3%	ETF
USFD US Foods	$6,156,906	$1,898 ▼	0.0%	94,056	0.3%	Consumer Staples
MRK Merck & Co., Inc.	$6,136,649	$198,550 ▲	3.3%	68,367	0.3%	Medical
DIS Walt Disney	$5,716,125	$170,653 ▲	3.1%	57,914	0.3%	Consumer Discretionary
IWM iShares Russell 2000 ETF	$5,603,064	$844,838 ▲	17.8%	28,087	0.3%	Finance
ABT Abbott Laboratories	$5,585,228	$1,248,502 ▲	28.8%	42,105	0.3%	Medical
CAT Caterpillar	$5,506,364	$323,865 ▲	6.2%	16,696	0.3%	Industrials
CRWD CrowdStrike	$5,449,124	$197,797 ▲	3.8%	15,455	0.3%	Computer and Technology
PNC The PNC Financial Services Group	$5,351,845	$648,591 ▲	13.8%	30,448	0.3%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$5,284,245	$339,179 ▲	6.9%	116,753	0.3%	ETF
ISRG Intuitive Surgical	$5,231,537	$652,766 ▲	14.3%	10,563	0.3%	Medical
IJJ iShares S&P Mid-Cap 400 Value ETF	$5,225,257	$2,040,199 ▲	64.1%	43,642	0.3%	ETF
VONG Vanguard Russell 1000 Growth ETF	$5,130,545	$682,563 ▲	15.3%	55,292	0.3%	ETF
PM Philip Morris International	$5,040,805	$902,542 ▲	21.8%	31,757	0.3%	Consumer Staples
LINDE PLC SHS	$5,009,885	$569,951 ▲	12.8%	10,759	0.3%	COM
TMUS T-Mobile US	$4,983,743	$430,203 ▲	9.4%	18,686	0.3%	Computer and Technology
NEE NextEra Energy	$4,940,675	$569,175 ▲	13.0%	69,695	0.3%	Utilities
ACN Accenture	$4,926,660	$779,454 ▲	18.8%	15,789	0.3%	Computer and Technology
PEP PepsiCo	$4,726,295	$790,040 ▲	20.1%	31,521	0.2%	Consumer Staples
DE Deere & Company	$4,707,580	$71,811 ▲	1.5%	10,030	0.2%	Industrials
BLACKROCK INC COM	$4,690,755	$1,149,027 ▲	32.4%	4,956	0.2%	COM
TXN Texas Instruments	$4,551,816	$259,667 ▲	6.0%	25,330	0.2%	Computer and Technology
IWD iShares Russell 1000 Value ETF	$4,492,320	$2,191,311 ▲	95.2%	23,875	0.2%	ETF
VUG Vanguard Growth ETF	$4,490,338	$189,122 ▲	4.4%	12,109	0.2%	ETF
CRM Salesforce	$4,462,148	$511,509 ▲	12.9%	16,627	0.2%	Computer and Technology
IJK iShares S&P Mid-Cap 400 Growth ETF	$4,430,746	$1,186,157 ▲	36.6%	53,203	0.2%	ETF
JNJ Johnson & Johnson	$4,413,473	$835,497 ▲	23.4%	26,613	0.2%	Medical
CSCO Cisco Systems	$4,269,589	$808,647 ▲	23.4%	69,188	0.2%	Computer and Technology
GE GE Aerospace	$4,268,836	$949,520 ▲	28.6%	21,328	0.2%	Industrials
VOO Vanguard S&P 500 ETF	$4,180,323	$200,433 ▲	5.0%	8,134	0.2%	ETF
HON Honeywell International	$4,132,301	$1,043,504 ▲	33.8%	19,515	0.2%	Multi-Sector Conglomerates
AMAT Applied Materials	$4,104,803	$688,004 ▲	20.1%	28,286	0.2%	Computer and Technology
GE VERNOVA INC	$4,089,286	$705,513 ▲	20.8%	13,395	0.2%	COM
WFC Wells Fargo & Company	$3,853,694	$314,369 ▲	8.9%	53,680	0.2%	Finance
IAU iShares Gold Trust	$3,842,600	$346,803 ▲	9.9%	65,173	0.2%	Finance
PANW Palo Alto Networks	$3,827,626	$226,098 ▲	6.3%	22,431	0.2%	Computer and Technology
BSX Boston Scientific	$3,764,337	$561,498 ▲	17.5%	37,315	0.2%	Medical
T AT&T	$3,731,433	$51,611 ▲	1.4%	131,946	0.2%	Computer and Technology
NET Cloudflare	$3,729,025		0.0%	33,091	0.2%	Computer and Technology
UBER Uber Technologies	$3,699,102	$763,063 ▲	26.0%	50,770	0.2%	Computer and Technology
UNP Union Pacific	$3,692,667	$144,343 ▼	-3.8%	15,631	0.2%	Transportation
TJX TJX Companies	$3,651,077	$726,659 ▲	24.8%	29,976	0.2%	Retail/Wholesale
RTX RTX	$3,615,313	$422,409 ▲	13.2%	27,294	0.2%	Aerospace
ARISTA NETWORKS INC	$3,595,149	$1,881,137 ▲	109.8%	46,401	0.2%	COM
QCOM QUALCOMM	$3,595,128	$991,717 ▲	38.1%	23,404	0.2%	Computer and Technology
EMXC iShares MSCI Emerging Markets ex China ETF	$3,552,534	$181,301 ▲	5.4%	64,486	0.2%	Manufacturing
MS Morgan Stanley	$3,512,234	$860,208 ▲	32.4%	30,104	0.2%	Finance
IBM International Business Machines	$3,511,183	$8,703 ▲	0.2%	14,120	0.2%	Computer and Technology
TMO Thermo Fisher Scientific	$3,501,656	$36,325 ▲	1.0%	7,037	0.2%	Medical
CB Chubb	$3,391,348	$774,000 ▲	29.6%	11,230	0.2%	Finance
AXP American Express	$3,373,887	$89,594 ▲	2.7%	12,540	0.2%	Finance
VZ Verizon Communications	$3,264,650	$683,394 ▲	26.5%	71,972	0.2%	Computer and Technology
SBUX Starbucks	$3,198,542	$705,959 ▲	28.3%	32,608	0.2%	Retail/Wholesale

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

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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