Portfolio (Quarterly)
Guide ↗
Fifth Third Wealth Advisors LLC
· CIK 0001899030| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | XOVR | ENTREPRENEURSHARES SERIES TR | — | 20,105 | $405K | 0.01% | SOLD |
| 22 | — | COMERICA INC COM | — | 4,498 | $391K | 0.01% | SOLD |
| 23 | — | SIEMENS AG-SPONS ADR | — | 2,600 | $365K | 0.01% | SOLD |
| 24 | CLX | CLOROX COMPANY | Consumer Defensive | 3,503 | $353K | 0.01% | SOLD |
| 25 | SNPE | DBX ETF TR | — | 5,420 | $338K | 0.01% | SOLD |
| 26 | — | EXPERIAN PLC | — | 7,649 | $338K | 0.01% | SOLD |
| 27 | SPGP | INVESCO S&P 500 GARP ETF | — | 2,916 | $332K | 0.01% | SOLD |
| 28 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 6,500 | $323K | 0.01% | SOLD |
| 29 | BRO | BROWN & BROWN INC | Financial Services | 3,958 | $315K | 0.01% | SOLD |
| 30 | SATS | ECHOSTAR CORP CL A | Technology | 2,735 | $297K | 0.01% | SOLD |
| 31 | HUM | HUMANA INC COM | Healthcare | 1,151 | $295K | 0.01% | SOLD |
| 32 | — | VANGUARD HORIZON FDS STRATEGIC | — | 7,795 | $292K | 0.01% | SOLD |
| 33 | CRWV | COREWEAVE INC-CL A | Technology | 4,013 | $287K | 0.01% | SOLD |
| 34 | — | VANGUARD SML CAP INDX-ADM | — | 2,273 | $281K | 0.01% | SOLD |
| 35 | RGEN | REPLIGEN CORP COM | Healthcare | 1,687 | $276K | 0.01% | SOLD |
| 36 | — | CADENCE BANK COM | — | 6,392 | $274K | 0.01% | SOLD |
| 37 | — | FRONTIER COMMUNICATIONS PARE | — | 7,072 | $269K | 0.01% | SOLD |
| 38 | WING | WINGSTOP INC COM | Consumer Cyclical | 1,114 | $266K | 0.01% | SOLD |
| 39 | MKL | MARKEL GROUP INC | Financial Services | 119 | $256K | 0.01% | SOLD |
| 40 | — | SYNOVUS FINL CORP COM NEW | — | 5,111 | $256K | 0.01% | SOLD |
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%