Fifth Third Wealth Advisors LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 7, 2024
Value $
$1.63B
Signature - Title
Lisa Rolon - Compliance Manager, Wealth & Asset Management
Location
Cincinnati, OH
Summary
This page shows a list of all the recent 13F filings made by Fifth Third Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fifth Third Wealth Advisors LLC reported 698 stock holdings with total value $1.63B as of Q3 2024. Top holdings included IVV, SPY, AAPL, MSFT, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 698 $1.63B +$293M -$41.9M +$251M IVV, SPY, AAPL, MSFT, NVDA 13F-HR 11/7/2024, 01:27 PM
Q2 2024 666 $1.32B +$682M -$4.08M +$678M IVV, SPY, MSFT, AAPL, NVDA 13F-HR 7/23/2024, 07:57 AM
Q1 2024 245 $642M +$317M -$3.17M +$314M SPY, IVV, IJH, IEFA, MSFT 13F-HR 4/15/2024, 05:37 PM
Q4 2023 169 $308M +$37.3M -$4.89M +$32.4M IVV, MSFT, SPY, AAPL, IJH 13F-HR 1/8/2024, 12:10 PM
Q3 2023 156 $248M +$101M -$3.31M +$98.1M IVV, SPY, AAPL, MSFT, IJH 13F-HR 10/17/2023, 12:35 PM
Q2 2023 137 $155M +$95.2M -$1.28M +$93.9M SPY, MSFT, AAPL, IVV, IJR 13F-HR 7/25/2023, 09:31 AM
Q1 2023 78 $52.9M $0 $0 MSFT, AAPL, IEFA, AMZN, IJH 13F-HR 4/26/2023, 09:02 PM