Fifth Third Wealth Advisors LLC Top Holdings and 13F Report (2025) About Fifth Third Wealth Advisors LLCInvestment ActivityFifth Third Wealth Advisors LLC has $1.84 billion in total holdings as of December 31, 2024.Fifth Third Wealth Advisors LLC owns shares of 722 different stocks, but just 102 companies or ETFs make up 80% of its holdings.Approximately 12.31% of the portfolio was purchased this quarter.About 1.77% of the portfolio was sold this quarter.This quarter, Fifth Third Wealth Advisors LLC has purchased 698 new stocks and bought additional shares in 326 stocks.Fifth Third Wealth Advisors LLC sold shares of 203 stocks and completely divested from 54 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $240,120,019SPDR S&P 500 ETF Trust $170,465,419Apple $72,934,940NVIDIA $67,919,392Microsoft $65,290,646 Largest New Holdings this Quarter VANGUARD 500 INDEX-ADM $15,654,397 HoldingARISTA NETWORKS INC $2,445,145 HoldingVANGUARD DEV MKT INDX-ADM $2,144,150 HoldingVANGUARD MID CAP INDEX-ADM $1,872,338 HoldingVANGUARD INDEX FDS TOT STKIDX $1,863,366 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 50,531 shares (about $29.75M)VANGUARD 500 INDEX-ADM 28,842 shares (about $15.65M)SPDR S&P 500 ETF Trust 12,193 shares (about $7.15M)Microsoft 13,352 shares (about $5.63M)iShares Core S&P Mid-Cap ETF 87,382 shares (about $5.44M) Largest Sales this Quarter DexCom 23,511 shares (about $1.83M)Walt Disney 11,204 shares (about $1.25M)Lennar 9,030 shares (about $1.23M)ONEOK 9,298 shares (about $933.47K)ConocoPhillips 8,199 shares (about $813.09K) 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 PortfolioSectorIVViShares Core S&P 500 ETF$240,120,019$29,746,565 ▲14.1%407,89613.0%ETFSPYSPDR S&P 500 ETF Trust$170,465,419$7,146,071 ▲4.4%290,8579.2%FinanceAAPLApple$72,934,940$3,121,741 ▲4.5%291,2504.0%Computer and TechnologyNVDANVIDIA$67,919,392$3,364,767 ▲5.2%505,7673.7%Computer and TechnologyMSFTMicrosoft$65,290,646$5,627,857 ▲9.4%154,9013.5%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$55,052,531$5,444,775 ▲11.0%883,5263.0%ETFIEFAiShares Core MSCI EAFE ETF$48,864,228$4,498,062 ▲10.1%695,2792.7%ETFAMZNAmazon.com$45,866,770$3,688,604 ▲8.7%209,0652.5%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$35,074,843$5,157,943 ▲17.2%304,4161.9%ETFGOOGLAlphabet$33,122,205$2,082,679 ▲6.7%174,9721.8%Computer and TechnologyMETAMeta Platforms$24,322,783$2,100,820 ▲9.5%41,5411.3%Computer and TechnologyJPMJPMorgan Chase & Co.$23,469,508$1,826,589 ▲8.4%97,9081.3%FinanceAVGOBroadcom$22,325,496$3,299,547 ▲17.3%96,2971.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$18,379,341$1,587,029 ▲9.5%45,7681.0%ETFTSLATesla$17,526,656$2,513,904 ▲16.7%43,4001.0%Auto/Tires/TrucksDVYiShares Select Dividend ETF$17,007,616$338,729 ▼-2.0%129,5420.9%ETFIWRiShares Russell Mid-Cap ETF$16,428,928$2,309,445 ▲16.4%185,8480.9%ETFVANGUARD 500 INDEX-ADM$15,654,397$15,654,397 ▲New Holding28,8420.8%500 INDEX-ADMGOOGAlphabet$15,286,944$1,730,903 ▲12.8%80,2720.8%Computer and TechnologyBRK.BBerkshire Hathaway$14,310,503$1,767,792 ▲14.1%31,5710.8%FinanceHDHome Depot$14,157,219$1,367,293 ▲10.7%36,3950.8%Retail/WholesaleXOMExxon Mobil$13,620,269$2,286,718 ▲20.2%126,6180.7%Oils/EnergyIEMGiShares Core MSCI Emerging Markets ETF$13,075,027$2,701,388 ▲26.0%250,3840.7%ETFVIGVanguard Dividend Appreciation ETF$12,938,465$4,530,519 ▲53.9%66,0700.7%ETFEFAiShares MSCI EAFE ETF$11,438,343$2,496,034 ▲27.9%151,2810.6%FinanceWMTWalmart$11,385,147$1,782,780 ▲18.6%126,0120.6%Retail/WholesaleMAMastercard$10,562,810$754,035 ▲7.7%20,0600.6%Business ServicesLLYEli Lilly and Company$10,257,421$1,307,750 ▲14.6%13,2870.6%MedicalVBVanguard Small-Cap ETF$10,248,175$89,384 ▲0.9%42,6510.6%ETFVVisa$9,208,846$494,606 ▲5.7%29,1380.5%Business ServicesETNEaton$8,838,983$138,389 ▲1.6%26,6340.5%Industrial ProductsGSThe Goldman Sachs Group$8,580,056$731,801 ▲9.3%14,9840.5%FinanceBACBank of America$8,370,769$475,803 ▲6.0%190,4610.5%FinanceORCLOracle$8,147,701$495,754 ▲6.5%48,8940.4%Computer and TechnologyCOSTCostco Wholesale$8,123,765$374,760 ▲4.8%8,8660.4%Retail/WholesaleABBVAbbVie$7,778,191$64,150 ▼-0.8%43,7710.4%MedicalSDYSPDR S&P Dividend ETF$7,450,704$102,377 ▲1.4%56,4020.4%ETFDSIiShares MSCI KLD 400 Social ETF$7,396,231$975,933 ▲15.2%67,0860.4%ETFLOWLowe's Companies$6,988,142$5,275,350 ▲308.0%28,3150.4%Retail/WholesaleMCDMcDonald's$6,890,402$737,481 ▲12.0%23,7690.4%Retail/WholesaleUNHUnitedHealth Group$6,798,594$719,316 ▲11.8%13,4400.4%MedicalNFLXNetflix$6,597,551$431,399 ▲7.0%7,4020.4%Consumer DiscretionaryMRKMerck & Co., Inc.$6,581,093$162,650 ▼-2.4%66,1550.4%MedicalUSFDUS Foods$6,346,974$4,385 ▼-0.1%94,0850.3%Consumer StaplesDISWalt Disney$6,256,161$1,247,558 ▼-16.6%56,1850.3%Consumer DiscretionaryPGProcter & Gamble$6,218,330$65,048 ▼-1.0%37,0910.3%Consumer StaplesVTIVanguard Total Stock Market ETF$6,108,834$789,723 ▲14.8%21,0790.3%ETFSCHDSchwab US Dividend Equity ETF$6,045,408$4,233,652 ▲233.7%221,2810.3%ETFKOCoca-Cola$5,947,671$114,309 ▲2.0%95,5300.3%Consumer StaplesCATCaterpillar$5,700,436$273,885 ▲5.0%15,7140.3%Industrial ProductsRSPInvesco S&P 500 Equal Weight ETF$5,607,710$1,598,974 ▲39.9%32,0020.3%ETFAMDAdvanced Micro Devices$5,407,285$851,086 ▲18.7%44,7660.3%Computer and TechnologyIWMiShares Russell 2000 ETF$5,270,383$576,269 ▲12.3%23,8520.3%FinancePNCThe PNC Financial Services Group$5,160,280$1,684,545 ▲48.5%26,7580.3%FinanceCRWDCrowdStrike$5,096,131$59,194 ▲1.2%14,8940.3%Computer and TechnologyVONGVanguard Russell 1000 Growth ETF$4,951,789$1,229,683 ▲33.0%47,9360.3%ETFCRMSalesforce$4,921,794$244,401 ▲5.2%14,7210.3%Computer and TechnologyISRGIntuitive Surgical$4,825,520$473,418 ▲10.9%9,2450.3%MedicalCVXChevron$4,819,198$539,667 ▼-10.1%33,2730.3%Oils/EnergyVWOVanguard FTSE Emerging Markets ETF$4,811,774$273,401 ▲6.0%109,2590.3%ETFVUGVanguard Growth ETF$4,760,781$277,873 ▲6.2%11,5990.3%ETFACNAccenture$4,675,681$668,055 ▲16.7%13,2910.3%Computer and TechnologyADBEAdobe$4,634,010$17,343 ▼-0.4%10,4210.3%Computer and TechnologyTXNTexas Instruments$4,478,692$350,645 ▲8.5%23,8850.2%Computer and TechnologyNEENextEra Energy$4,420,854$596,463 ▲15.6%61,6660.2%UtilitiesDEDeere & Company$4,184,993$1,122,410 ▲36.6%9,8770.2%Industrial ProductsVOOVanguard S&P 500 ETF$4,172,692$1,483,935 ▲55.2%7,7440.2%ETFVEAVanguard FTSE Developed Markets ETF$4,032,121$1,518,854 ▲60.4%84,3190.2%ETFLINDE PLC SHS$3,991,982$356,704 ▲9.8%9,5350.2%COMPEPPepsiCo$3,991,824$298,794 ▼-7.0%26,2520.2%Consumer StaplesPANWPalo Alto Networks$3,840,448$1,978,269 ▲106.2%21,1060.2%Computer and TechnologyBLACKROCK INC COM$3,835,962$414,144 ▲12.1%3,7420.2%COMAMATApplied Materials$3,829,142$57,083 ▲1.5%23,5450.2%Computer and TechnologyTMUST-Mobile US$3,768,415$326,230 ▲9.5%17,0730.2%Computer and TechnologyUNPUnion Pacific$3,703,826$137,508 ▲3.9%16,2420.2%TransportationABTAbbott Laboratories$3,697,918$551,866 ▲17.5%32,6930.2%MedicalGE VERNOVA INC$3,645,860$2,429,477 ▲199.7%11,0840.2%COMAXPAmerican Express$3,622,971$147,804 ▲4.3%12,2070.2%FinanceTMOThermo Fisher Scientific$3,622,931$1,595,567 ▲78.7%6,9640.2%MedicalNETCloudflare$3,563,2390.0%33,0910.2%Computer and TechnologyIJKiShares S&P Mid-Cap 400 Growth ETF$3,542,633$702,798 ▲24.7%38,9600.2%ETFWFCWells Fargo & Company$3,462,923$247,246 ▲7.7%49,3010.2%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$3,393,263$277,527 ▼-7.6%61,1950.2%ManufacturingIJJiShares S&P Mid-Cap 400 Value ETF$3,324,186$11,246 ▼-0.3%26,6020.2%ETFCSCOCisco Systems$3,320,184$135,924 ▲4.3%56,0840.2%Computer and TechnologyCMGChipotle Mexican Grill$3,318,791$109,324 ▲3.4%55,0380.2%Retail/WholesaleHONHoneywell International$3,295,057$263,839 ▲8.7%14,5870.2%Multi-Sector ConglomeratesPMPhilip Morris International$3,137,619$624,010 ▲24.8%26,0710.2%Consumer StaplesJNJJohnson & Johnson$3,120,153$260,314 ▲9.1%21,5750.2%MedicalIBMInternational Business Machines$3,096,397$62,434 ▼-2.0%14,0850.2%Computer and TechnologyTAT&T$2,962,853$114,761 ▲4.0%130,1210.2%Computer and TechnologyIAUiShares Gold Trust$2,935,497$1,083,625 ▲58.5%59,2910.2%FinanceTJXTJX Companies$2,900,626$199,577 ▲7.4%24,0100.2%Retail/WholesaleMSMorgan Stanley$2,857,741$68,517 ▲2.5%22,7310.2%FinanceLAM RESEARCH CORP$2,843,637$2,605,349 ▲1,093.4%39,3690.2%COMBSXBoston Scientific$2,835,821$286,181 ▲11.2%31,7490.2%MedicalRTXRTX$2,789,373$334,424 ▲13.6%24,1050.2%AerospaceTTTrane Technologies$2,774,696$156,243 ▲6.0%7,5120.2%ConstructionGEGeneral Electric$2,766,070$346,926 ▲14.3%16,5840.2%TransportationQCOMQUALCOMM$2,603,495$269,751 ▲11.6%16,9480.1%Computer and TechnologyShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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