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Portfolio (Quarterly) Guide ↗

Fifth Third Wealth Advisors LLC

· CIK 0001899030
13F Portfolio $3.0B AUM 812 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 92 New 553 Added 139 Reduced 69 Exited
Page 20 of 28  ·  553 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ELS EQUITY LIFESTYLE PPTYS INC COM Real Estate 6,253.0 $390K 0.01% +752.0 +13.7% $62.42 +0.8%
382 LAMR LAMAR ADVERTISING CO NEW CL A Real Estate 3,077.0 $390K 0.01% +113.0 +3.8% $126.66 +21.4%
383 EXEL EXELIXIS INC COM Healthcare 9,077.0 $389K 0.01% +333.0 +3.8% $42.89 +16.8%
384 AEIS ADVANCED ENERGY INDS COM Industrials 1,191.0 $384K 0.01% +51.0 +4.5% $322.71 +3.9%
385 HAL HALLIBURTON CO Energy 9,853.0 $384K 0.01% +1K +14.3% $38.99 +5.9%
386 SAP SAP SE SPON ADR Technology 2,240.0 $384K 0.01% +316.0 +16.4% $171.25 +2.7%
387 BWA BORGWARNER INC Consumer Cyclical 7,064.0 $383K 0.01% +216.0 +3.1% $54.26 +22.8%
388 DCI DONALDSON INC COM Industrials 4,510.0 $383K 0.01% +756.0 +20.1% $84.87 -1.0%
389 EQH EQUITABLE HLDGS INC COM Financial Services 10,314.0 $383K 0.01% +696.0 +7.2% $37.11 +13.5%
390 XLB SS MATERIALS SELECT SECTOR 7,655.0 $383K 0.01% +2K +28.3% $49.97 +1.6%
391 ACM AECOM COM Industrials 4,491.0 $381K 0.01% +528.0 +13.3% $84.83 -13.7%
392 NRG NRG ENERGY INC COM NEW Utilities 2,596.0 $379K 0.01% +345.0 +15.3% $146.14 -4.7%
393 DTE DTE ENERGY CO COM Utilities 2,583.0 $378K 0.01% +474.0 +22.5% $146.22 -1.2%
394 JAZZ JAZZ PHARMACEUTICALS PLC SHS U Healthcare 1,996.0 $377K 0.01% +85.0 +4.5% $189.05 +25.1%
395 OSK OSHKOSH CORP COM Industrials 2,552.0 $376K 0.01% +444.0 +21.1% $147.21 -12.9%
396 OKTA OKTA INC Technology 4,715.0 $371K 0.01% +346.0 +7.9% $78.71 +22.2%
397 RRC RANGE RES CORP COM Energy 8,165.0 $369K 0.01% +332.0 +4.2% $45.18 -10.0%
398 OTIS OTIS WORLDWIDE CORP Industrials 4,766.0 $367K 0.01% +653.0 +15.9% $77.08 -6.1%
399 CFR CULLEN FROST BANKERS INC COM Financial Services 2,648.0 $363K 0.01% +363.0 +15.9% $137.08 +1.4%
400 CG CARLYLE GROUP INC COM Financial Services 7,469.0 $361K 0.01% +734.0 +10.9% $48.39 -4.8%
Page 20 of 28  ·  553 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.7%
Financial Services 22.4%
Industrials 11.1%
Communication Services 9.2%
Consumer Cyclical 8.5%
Healthcare 6.6%
Consumer Defensive 5.0%
Energy 4.3%
Utilities 3.0%
Basic Materials 1.3%