Fifth Third Wealth Advisors LLC Top Holdings and 13F Report (2024) → Gold Mania (From Stansberry Research) (Ad) About Fifth Third Wealth Advisors LLCInvestment ActivityFifth Third Wealth Advisors LLC has $641.94 million in total holdings as of March 31, 2024.Fifth Third Wealth Advisors LLC owns shares of 245 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 49.44% of the portfolio was purchased this quarter.About 0.49% of the portfolio was sold this quarter.This quarter, Fifth Third Wealth Advisors LLC has purchased 169 new stocks and bought additional shares in 138 stocks.Fifth Third Wealth Advisors LLC sold shares of 24 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $94,723,792iShares Core S&P 500 ETF $89,491,175iShares Core S&P Mid-Cap ETF $28,327,164iShares Core MSCI EAFE ETF $25,435,060Microsoft $19,717,336 Largest New Holdings this Quarter VANGUARD $4,941,899 HoldingiShares S&P Mid-Cap 400 Value ETF $2,814,474 HoldingSouthState $2,754,377 HoldingiShares S&P Mid-Cap 400 Growth ETF $2,009,781 HoldingVANGUARD $1,905,903 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 151,532 shares (about $79.26M)iShares Core S&P 500 ETF 104,339 shares (about $54.85M)iShares Core S&P Mid-Cap ETF 418,205 shares (about $25.40M)iShares Core MSCI EAFE ETF 175,824 shares (about $13.05M)iShares Core S&P Small-Cap ETF 94,249 shares (about $10.42M) Largest Sales this Quarter iShares Russell Mid-Cap Growth ETF 3,013 shares (about $343.90K)Illinois Tool Works 1,006 shares (about $269.90K)Prologis 1,461 shares (about $190.25K)iShares Russell Mid-Cap Value ETF 1,319 shares (about $165.31K)Cadence Design Systems 520 shares (about $161.87K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFifth Third Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$94,723,792$79,261,843 ▲512.6%181,09214.8%FinanceIVViShares Core S&P 500 ETF$89,491,175$54,854,043 ▲158.4%170,22313.9%ETFIJHiShares Core S&P Mid-Cap ETF$28,327,164$25,401,746 ▲868.3%466,3684.4%ETFIEFAiShares Core MSCI EAFE ETF$25,435,060$13,049,665 ▲105.4%342,6984.0%ETFMSFTMicrosoft$19,717,336$3,565,579 ▲22.1%46,8663.1%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$19,327,683$10,416,370 ▲116.9%174,8803.0%ETFNVDANVIDIA$16,483,711$2,770,326 ▲20.2%18,2432.6%Computer and TechnologyAAPLApple$15,222,622$2,858,743 ▲23.1%88,7722.4%Computer and TechnologyAMZNAmazon.com$13,580,630$2,678,823 ▲24.6%75,2892.1%Retail/WholesaleGOOGLAlphabet$10,663,355$2,500,910 ▲30.6%70,6511.7%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$9,390,320$4,951,550 ▲111.6%111,6701.5%ETFDVYiShares Select Dividend ETF$9,005,439$7,918,992 ▲728.9%73,1081.4%ETFJPMJPMorgan Chase & Co.$8,724,457$1,857,380 ▲27.0%43,5571.4%FinanceIWFiShares Russell 1000 Growth ETF$8,503,097$5,896,015 ▲226.2%25,2281.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$6,889,417$2,661,731 ▲63.0%133,5161.1%ETFETNEaton$5,951,836$1,772,262 ▲42.4%19,0350.9%Industrial ProductsLLYEli Lilly and Company$5,862,984$580,386 ▲11.0%7,5360.9%MedicalABBVAbbVie$5,671,088$1,185,278 ▲26.4%31,1430.9%MedicalDSIiShares MSCI KLD 400 Social ETF$5,173,065$4,820,230 ▲1,366.1%51,3150.8%ETFVANGUARD$4,941,899$4,941,899 ▲New Holding10,1930.8%500 INDEX-ADMMETAMeta Platforms$4,933,020$1,120,236 ▲29.4%10,1590.8%Computer and TechnologyVBVanguard Small-Cap ETF$4,791,357$4,029,678 ▲529.1%20,9600.7%ETFUNHUnitedHealth Group$3,948,593$920,118 ▲30.4%7,9820.6%MedicalHDHome Depot$3,866,304$232,078 ▲6.4%10,0790.6%Retail/WholesaleBRK.BBerkshire Hathaway$3,856,168$1,225,395 ▲46.6%9,1700.6%FinanceIWMiShares Russell 2000 ETF$3,697,273$576,641 ▲18.5%17,5810.6%FinanceSDYSPDR S&P Dividend ETF$3,654,378$3,276,013 ▲865.8%27,8450.6%ETFMRKMerck & Co., Inc.$3,445,740$331,590 ▲10.6%26,1140.5%MedicalPGProcter & Gamble$3,401,029$304,214 ▲9.8%20,9620.5%Consumer StaplesCOSTCostco Wholesale$3,373,701$28,572 ▲0.9%4,6050.5%Retail/WholesaleXOMExxon Mobil$3,318,589$341,402 ▲11.5%28,5490.5%Oils/EnergySCHDSchwab US Dividend Equity ETF$3,315,586$533,851 ▲19.2%41,1210.5%ETFMAMastercard$3,304,144$283,171 ▲9.4%6,8610.5%Business ServicesGOOGAlphabet$3,278,310$1,040,088 ▲46.5%21,5310.5%Computer and TechnologyAMATApplied Materials$3,089,738$405,036 ▲15.1%14,9820.5%Computer and TechnologyEFAiShares MSCI EAFE ETF$2,980,272$1,329,738 ▲80.6%37,3190.5%FinanceORCLOracle$2,954,533$79,638 ▲2.8%23,5210.5%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$2,950,981$1,596,934 ▲117.9%51,2590.5%ManufacturingAVGOBroadcom$2,905,356$213,395 ▲7.9%2,1920.5%Computer and TechnologyBACBank of America$2,861,098$652,071 ▲29.5%75,4510.4%FinanceIJJiShares S&P Mid-Cap 400 Value ETF$2,814,474$2,814,474 ▲New Holding23,7930.4%ETFDISWalt Disney$2,791,046$470,477 ▲20.3%22,8100.4%Consumer DiscretionarySSBSouthState$2,754,377$2,754,377 ▲New Holding32,3930.4%FinanceADBEAdobe$2,753,098$1,429,027 ▲107.9%5,4560.4%Computer and TechnologyMCDMcDonald's$2,735,003$505,553 ▲22.7%9,7000.4%Retail/WholesaleWMTWalmart$2,703,887$1,889,538 ▲232.0%44,9370.4%Retail/WholesaleKOCoca-Cola$2,610,064$262,340 ▲11.2%42,6620.4%Consumer StaplesCATCaterpillar$2,543,855$312,210 ▲14.0%6,9420.4%Industrial ProductsAMDAdvanced Micro Devices$2,471,630$473,606 ▲23.7%13,6940.4%Computer and TechnologyVUGVanguard Growth ETF$2,398,803$260,912 ▲12.2%6,9690.4%ETFVVisa$2,390,041$480,018 ▲25.1%8,5640.4%Business ServicesVWOVanguard FTSE Emerging Markets ETF$2,377,649$1,315,764 ▲123.9%56,9220.4%ETFCVXChevron$2,367,520$562,343 ▲31.2%15,0090.4%Oils/EnergyHONHoneywell International$2,293,914$13,341 ▲0.6%11,1760.4%Multi-Sector ConglomeratesABTAbbott Laboratories$2,092,765$489,092 ▲30.5%18,4120.3%MedicalJNJJohnson & Johnson$2,032,226$170,367 ▲9.2%12,8470.3%MedicalIJKiShares S&P Mid-Cap 400 Growth ETF$2,009,781$2,009,781 ▲New Holding22,0250.3%ETFIWOiShares Russell 2000 Growth ETF$1,917,264$1,403,827 ▲273.4%7,0800.3%ETFVANGUARD$1,905,903$1,905,903 ▲New Holding118,3790.3%DEV MKT INDX-ADMLRCXLam Research$1,899,419$230,262 ▲13.8%1,9550.3%Computer and TechnologySCZiShares MSCI EAFE Small-Cap ETF$1,872,985$1,872,985 ▲New Holding29,5750.3%ETFLINDE PLC$1,854,613$93,334 ▲5.3%3,9940.3%COMNEENextEra Energy$1,849,399$349,007 ▲23.3%28,9380.3%UtilitiesMPCMarathon Petroleum$1,844,848$523,674 ▲39.6%9,1560.3%Oils/EnergyTSLATesla$1,752,626$604,893 ▲52.7%9,9700.3%Auto/Tires/TrucksTXNTexas Instruments$1,725,536$314,272 ▲22.3%9,9050.3%Computer and TechnologyPEPPepsiCo$1,692,347$176,060 ▲11.6%9,6700.3%Consumer StaplesVNQVanguard Real Estate ETF$1,627,580$683,290 ▲72.4%18,8200.3%ETFDEDeere & Company$1,612,154$9,858 ▼-0.6%3,9250.3%Industrial ProductsACNAccenture$1,581,581$151,815 ▼-8.8%4,5630.2%Business ServicesCRMSalesforce$1,507,406$84,029 ▲5.9%5,0050.2%Computer and TechnologyNKENIKE$1,453,917$155,824 ▲12.0%15,4700.2%Consumer DiscretionaryVANGUARD$1,448,157$1,448,157 ▲New Holding4,6790.2%INDEX FDS MDCAP INDXDDominion Energy$1,416,524$193,809 ▲15.9%28,7970.2%UtilitiesMSMorgan Stanley$1,401,866$142,559 ▼-9.2%14,8880.2%FinanceTMOThermo Fisher Scientific$1,393,170$272,589 ▲24.3%2,3970.2%MedicalTTTrane Technologies$1,359,723$82,562 ▲6.5%4,5290.2%Business ServicesGSThe Goldman Sachs Group$1,357,075$1,357,075 ▲New Holding3,2490.2%FinanceVEAVanguard FTSE Developed Markets ETF$1,331,533$281,458 ▲26.8%26,5400.2%ETFAMTAmerican Tower$1,263,081$133,185 ▲11.8%6,3920.2%FinanceRTXRTX$1,254,412$228,509 ▲22.3%12,8620.2%AerospaceAIGAmerican International Group$1,250,761$104,041 ▲9.1%16,0010.2%FinanceMDTMedtronic$1,232,823$701,906 ▲132.2%14,1460.2%MedicalTMUST-Mobile US$1,219,580$104,134 ▲9.3%7,4720.2%Computer and TechnologyNFLXNetflix$1,215,875$199,812 ▲19.7%2,0020.2%Consumer DiscretionaryAVUVAvantis U.S. Small Cap Value ETF$1,214,575$551,015 ▲83.0%12,9610.2%ETFQQQInvesco QQQ$1,173,962$160,288 ▲15.8%2,6440.2%FinanceAXPAmerican Express$1,159,397$145,266 ▲14.3%5,0920.2%FinanceINTCIntel$1,156,945$371,337 ▲47.3%26,1930.2%Computer and TechnologyKLACKLA$1,154,038$39,120 ▲3.5%1,6520.2%Computer and TechnologyMUMicron Technology$1,149,663$259,594 ▲29.2%9,7520.2%Computer and TechnologyVLOValero Energy$1,142,087$26,457 ▲2.4%6,6910.2%Oils/EnergyTJXTJX Companies$1,125,458$44,929 ▲4.2%11,0970.2%Retail/WholesaleBLKBlackRock$1,120,493$145,064 ▲14.9%1,3440.2%FinanceGDGeneral Dynamics$1,119,012$91,532 ▲8.9%3,9610.2%AerospaceIWNiShares Russell 2000 Value ETF$1,106,112$1,106,112 ▲New Holding6,9650.2%ETFIAUiShares Gold Trust$1,093,184$99,228 ▼-8.3%26,0220.2%FinanceBSXBoston Scientific$1,059,951$101,297 ▼-8.7%15,4760.2%MedicalPFEPfizer$1,040,900$312,714 ▲42.9%37,5100.2%MedicalVIGVanguard Dividend Appreciation ETF$985,911$44,557 ▲4.7%5,3990.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.