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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 24 of 28  ·  553 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 EMN EASTMAN CHEM CO COM Basic Materials 3,854.0 $294K 0.01% +335.0 +9.5% $76.32 -2.9%
462 WTFC WINTRUST FINL CORP COM Financial Services 2,116.0 $294K 0.01% +258.0 +13.9% $138.94 +7.9%
463 MP MP MATERIALS CORP Basic Materials 6,087.0 $294K 0.01% +499.0 +8.9% $48.26 +33.6%
464 DOCU DOCUSIGN INC COM Technology 6,183.0 $293K 0.01% +378.0 +6.5% $47.41 +4.5%
465 COKE COCA COLA CONS INC COM Consumer Defensive 1,528.0 $293K 0.01% +107.0 +7.5% $191.74 -8.5%
466 RL RALPH LAUREN CORP Consumer Cyclical 846.0 $291K 0.01% +83.0 +10.9% $343.99 +9.8%
467 CPRT COPART INC Industrials 8,748.0 $290K 0.01% +1K +13.3% $33.20 +1.8%
468 AIT APPLIED INDL TECHNOLOGIES INC Industrials 1,094.0 $290K 0.01% +153.0 +16.3% $265.32 +15.7%
469 CCL CARNIVAL CORP Consumer Cyclical 11,199.0 $290K 0.01% +2K +15.9% $25.88 +0.4%
470 PCG PG&E CORP COM Utilities 16,368.0 $288K 0.01% +885.0 +5.7% $17.57 -6.1%
471 NFG NATIONAL FUEL GAS CO COM Energy 3,057.0 $287K 0.01% +77.0 +2.6% $93.96 -13.9%
472 SPXC SPX TECHNOLOGIES INC COM Industrials 1,431.0 $286K 0.01% +60.0 +4.4% $199.94 +3.9%
473 VMI VALMONT INDS INC COM Industrials 715.0 $286K 0.01% +80.0 +12.6% $399.57 +28.5%
474 FIS FIDELITY NATL INFORMATION SVCS Technology 6,036.0 $283K 0.01% +2K +41.4% $46.91 -7.1%
475 CNM CORE & MAIN INC-CLASS A Industrials 5,726.0 $283K 0.01% +261.0 +4.8% $49.40 -4.3%
476 ODFL OLD DOMINION FREIGHT LINE Industrials 1,443.0 $282K 0.01% +69.0 +5.0% $195.40 +7.7%
477 UGI UGI CORP NEW COM Utilities 7,733.0 $282K 0.01% +303.0 +4.1% $36.42 -2.1%
478 ROIV ROIVANT SCIENCES LTD SHS Healthcare 10,166.0 $282K 0.01% +445.0 +4.6% $27.70 +8.2%
479 EGP EASTGROUP PPTYS INC COM Real Estate 1,520.0 $281K 0.01% +60.0 +4.1% $185.09 +10.8%
480 CRUS CIRRUS LOGIC INC COM Technology 1,910.0 $276K 0.01% +181.0 +10.5% $144.62 +18.4%
Page 24 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%