Fifth Third Wealth Advisors LLC

Investment Portfolio & 13F Holdings Analysis

About

Fifth Third Wealth Advisors LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 706 holdings worth $1.9 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-08
Total Holdings: 706
Total Value: 1930762417
Accession Number: 0000950123-25-003386
Form Type: 13F-HR
CIK: 0001899030
Manager Name: Fifth Third Wealth Advisors LLC

Data Enrichment

94% identified

665 identified41 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

706 positions • $1,930,762.417K total value

706 positions

Manager:

SEC FilingSEC DataHachi Filing

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464287200

IVV|464287200

432042(+5.9%)

Value:

$242.8B(+1.1%)

SPDR S&P 500 ETF TRUST

SPY|78462F103

296673(+2.0%)

Value:

$166.0B(-2.6%)

Apple Inc.

AAPL|037833100

321725(+10.5%)

Value:

$71.5B(-2.0%)

46432F842

IEFA|46432F842

890893(+28.1%)

Value:

$67.4B(+37.9%)

MICROSOFT CORP

MSFT|594918104

176729(+14.1%)

Value:

$66.3B(+1.6%)

NVIDIA CORP

NVDA|67066G104

568678(+12.4%)

Value:

$61.6B(-9.3%)

464287507

IJH|464287507

960825(+8.7%)

Value:

$56.1B(+1.8%)

AMAZON COM INC

AMZN|023135106

238953(+14.3%)

Value:

$45.5B(-0.9%)

464287804

IJR|464287804

354013(+16.3%)

Value:

$37.0B(+5.5%)

Alphabet Inc.

GOOGL|02079K305

195965(+12.0%)

Value:

$30.3B(-8.5%)

Meta Platforms, Inc.

META|30303M102

47404(+14.1%)

Value:

$27.3B(+12.3%)

JPMORGAN CHASE & CO

JPM|46625H100

107779(+10.1%)

Value:

$26.4B(+12.6%)

464287614

IWF|464287614

61582(+34.5%)

Value:

$22.2B(+21.0%)

464287168

DVY|464287168

145423(+12.3%)

Value:

$19.5B(+14.8%)

Broadcom Inc.

AVGO|11135F101

111475(+15.8%)

Value:

$18.7B(-16.4%)

464287499

IWR|464287499

214478(+15.4%)

Value:

$18.2B(+11.1%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

33085(+4.8%)

Value:

$17.6B(+23.1%)

EXXON MOBIL CORP

XOM|30231G102

140080(+10.6%)

Value:

$16.7B(+22.3%)

46434G103

IEMG|46434G103

291986(+16.6%)

Value:

$15.8B(+20.5%)

HOME DEPOT, INC.

HD|437076102

39688(+9.0%)

Value:

$14.5B(+2.7%)

Instrument	Shares		Other Manager	Value
(IVVcusip464287200)	432.0K	QoQ +5.91% (+24.1K) YoY +153.80% (+261.8K)	All Managers (Combined)	$242.8M	QoQ +1.10% (+$2.6M) YoY +171.27% (+$153.3M)
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	296.7K	QoQ +1.99% (-5.8K) YoY +63.82% (+115.6K)	All Managers (Combined)	$166.0M	QoQ -2.64% (-$4.5M) YoY +75.19% (+$71.2M)
Apple Inc.(AAPLcusip037833100)	321.7K	QoQ +10.46% (-30.5K) YoY +262.41% (+233.0K)	All Managers (Combined)	$71.5M	QoQ -2.01% (-$1.5M) YoY +369.46% (+$56.2M)
(IEFAcusip46432F842)	890.9K	QoQ +28.13% (+195.6K) YoY +159.96% (+548.2K)	All Managers (Combined)	$67.4M	QoQ +37.92% (+$18.5M) YoY +164.97% (+$42.0M)
Microsoft Corp(MSFTcusip594918104)	176.7K	QoQ +14.09% (+21.8K) YoY +277.09% (+129.9K)	All Managers (Combined)	$66.3M	QoQ +1.61% (+$1.1M) YoY +236.46% (+$46.6M)
Nvidia Corp(NVDAcusip67066G104)	568.7K	QoQ +12.43% (-62.9K) YoY +3017.23% (+550.4K)	All Managers (Combined)	$61.6M	QoQ -9.25% (-$6.3M) YoY +273.90% (+$45.1M)
(IJHcusip464287507)	960.8K	QoQ +8.74% (+77.3K) YoY +106.02% (+494.5K)	All Managers (Combined)	$56.1M	QoQ +1.83% (+$1.0M) YoY +97.91% (+$27.7M)
Amazon Com Inc(AMZNcusip023135106)	239.0K	QoQ +14.29% (-29.9K) YoY +217.38% (+163.7K)	All Managers (Combined)	$45.5M	QoQ -0.87% (-$403.6K) YoY +234.76% (+$31.9M)
(IJRcusip464287804)	354.0K	QoQ +16.29% (+49.6K) YoY +102.43% (+179.1K)	All Managers (Combined)	$37.0M	QoQ +5.54% (+$1.9M) YoY +91.53% (+$17.7M)
Alphabet Inc.(GOOGLcusip02079K305)	196.0K	QoQ +11.99% (-21.0K) YoY +177.37% (+125.3K)	All Managers (Combined)	$30.3M	QoQ -8.50% (-$2.8M) YoY +184.18% (+$19.6M)
Meta Platforms, Inc.(METAcusip30303M102)	47.4K	QoQ +14.11% (+5.9K) YoY +366.62% (+37.2K)	All Managers (Combined)	$27.3M	QoQ +12.33% (+$3.0M) YoY +453.85% (+$22.4M)
Jpmorgan Chase & Co(JPMcusip46625H100)	107.8K	QoQ +10.08% (+9.9K) YoY +147.44% (+64.2K)	All Managers (Combined)	$26.4M	QoQ +12.64% (+$3.0M) YoY +203.03% (+$17.7M)
(IWFcusip464287614)	61.6K	QoQ +34.55% (+15.8K) YoY +144.10% (+36.4K)	All Managers (Combined)	$22.2M	QoQ +20.98% (+$3.9M) YoY +161.51% (+$13.7M)
(DVYcusip464287168)	145.4K	QoQ +12.25% (+15.9K) YoY +98.91% (+72.3K)	All Managers (Combined)	$19.5M	QoQ +14.82% (+$2.5M) YoY +116.85% (+$10.5M)
Broadcom Inc.(AVGOcusip11135F101)	111.5K	QoQ +15.76% (-15.2K) YoY +4985.53% (+109.3K)	All Managers (Combined)	$18.7M	QoQ -16.39% (-$3.7M) YoY +542.40% (+$15.8M)
(IWRcusip464287499)	214.5K	QoQ +15.40% (+28.6K) YoY +92.06% (+102.8K)	All Managers (Combined)	$18.2M	QoQ +11.05% (+$1.8M) YoY +94.30% (+$8.9M)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	33.1K	QoQ +4.79% (+1.5K) YoY +260.79% (+23.9K)	All Managers (Combined)	$17.6M	QoQ +23.12% (+$3.3M) YoY +356.94% (+$13.8M)
Exxon Mobil Corp(XOMcusip30231G102)	140.1K	QoQ +10.63% (+13.5K) YoY +390.66% (+111.5K)	All Managers (Combined)	$16.7M	QoQ +22.31% (+$3.0M) YoY +402.01% (+$13.3M)
(IEMGcusip46434G103)	292.0K	QoQ +16.61% (+41.6K) YoY +118.68% (+158.5K)	All Managers (Combined)	$15.8M	QoQ +20.52% (+$2.7M) YoY +128.73% (+$8.9M)
Home Depot, Inc.(HDcusip437076102)	39.7K	QoQ +9.04% (+3.3K) YoY +293.76% (+29.6K)	All Managers (Combined)	$14.5M	QoQ +2.74% (+$388.2K) YoY +276.20% (+$10.7M)