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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 5 of 28  ·  553 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 T AT&T INC COM Communication Services 152,170.0 $4.4M 0.15% +17K +12.9% $28.99 -12.9%
82 TXN TEXAS INSTRS INC COM Technology 22,687.0 $4.4M 0.15% +4K +21.5% $194.14 +59.3%
83 GD GENERAL DYNAMICS CORP Industrials 12,596.0 $4.3M 0.15% +929.0 +8.0% $343.23 -0.1%
84 UNH UNITEDHEALTH GROUP INC COM Healthcare 15,955.0 $4.3M 0.15% +228.0 +1.4% $270.59 +43.6%
85 APH AMPHENOL CORP-CL A Technology 33,961.0 $4.3M 0.14% +3K +9.2% $126.35 +4.5%
86 COP CONOCOPHILLIPS COM Energy 32,160.0 $4.2M 0.14% +7K +26.9% $132.00 -8.7%
87 TMO THERMO FISHER SCIENTIFIC INC Healthcare 8,601.0 $4.2M 0.14% +316.0 +3.8% $491.53 -8.8%
88 ADI ANALOG DEVICES INC COM Technology 12,834.0 $4.1M 0.14% +612.0 +5.0% $318.14 +24.8%
89 SO SOUTHERN CO/THE Utilities 40,419.0 $3.9M 0.13% +29K +268.8% $96.52 -2.0%
90 COF CAPITAL ONE FINL CORP COM Financial Services 21,191.0 $3.9M 0.13% +3K +16.9% $182.43 +2.9%
91 VTV VANGUARD VALUE ETF 19,235.0 $3.8M 0.13% +4K +28.9% $196.20 +7.5%
92 TSM TAIWAN SEMICONDUCTOR-SP ADR Technology 11,113.0 $3.8M 0.13% +987.0 +9.8% $337.94 +19.7%
93 WELL WELLTOWER INC Real Estate 18,973.0 $3.8M 0.13% +473.0 +2.6% $197.71 +9.3%
94 CB CHUBB LTD Financial Services 11,388.0 $3.7M 0.12% +367.0 +3.3% $325.93 +0.6%
95 BA BOEING CO COM Industrials 18,616.0 $3.7M 0.12% +1K +7.4% $199.03 +10.0%
96 CRM SALESFORCE INC COM Technology 18,876.0 $3.5M 0.12% +2K +9.2% $186.67 -3.5%
97 TFC TRUIST FINANCIAL CORP Financial Services 76,644.0 $3.5M 0.12% +54K +232.7% $45.97 +5.2%
98 SOUTHSTATE BANK CORP 38,072.0 $3.5M 0.12% +365.0 +1.0% $92.52
99 VO VANGUARD INDEX FDS MID CAP ETF 12,213.0 $3.5M 0.12% +686.0 +6.0% $287.17 -72.8%
100 UNP UNION PAC CORP COM Industrials 14,428.0 $3.5M 0.12% +2K +17.2% $242.62 +9.6%
Page 5 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%