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Portfolio (Quarterly) Guide ↗

Fifth Third Wealth Advisors LLC

· CIK 0001899030
13F Portfolio $3.6B AUM 992 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 216 New 403 Added 306 Reduced 36 Exited
Page 11 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TKR TIMKEN CO COM Industrials 2,521.0 $366K 0.01% -16.0 -0.6% $145.32 -13.2%
202 ALLY ALLY FINL INC COM Financial Services 7,960.0 $366K 0.01% -50.0 -0.6% $45.95 -7.4%
203 TTEK TETRA TECH INC NEW COM Industrials 12,642.0 $365K 0.01% -2K -12.5% $28.89 +26.7%
204 DXCM DEXCOM INC Healthcare 5,360.0 $361K 0.01% -334.0 -5.9% $67.35 +32.1%
205 NPO ENPRO INC COM Industrials 957.0 $361K 0.01% -223.0 -18.9% $376.93 -18.1%
206 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,406.0 $360K 0.01% -31.0 -2.2% $255.88 +30.3%
207 CCI CROWN CASTLE INC COM Real Estate 4,699.0 $356K 0.01% -555.0 -10.6% $75.73 -0.3%
208 MTCH MATCH GROUP INC Communication Services 9,352.0 $356K 0.01% -305.0 -3.2% $38.05 +10.6%
209 NTRS NORTHERN TRUST CORP Financial Services 2,025.0 $352K 0.01% -300.0 -12.9% $173.84 +7.9%
210 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 19,777.0 $351K 0.01% -528.0 -2.6% $17.73 -3.9%
211 NRG NRG ENERGY INC COM NEW Utilities 2,400.0 $351K 0.01% -196.0 -7.5% $146.06 -20.5%
212 ELAN ELANCO ANIMAL HEALTH INC Healthcare 14,103.0 $347K 0.01% -170.0 -1.2% $24.61 +1.9%
213 VT VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 2,211.0 $347K 0.01% -443.0 -16.7% $156.97 +2.5%
214 DTE DTE ENERGY CO COM Utilities 2,274.0 $346K 0.01% -309.0 -12.0% $152.37 -9.6%
215 FDVV FIDELITY COVINGTON TRUST 5,740.0 $346K 0.01% -101.0 -1.7% $60.29 +4.9%
216 FICO FAIR ISAAC CORP Technology 289.0 $345K 0.01% -10.0 -3.3% $1194.78 -5.1%
217 AIT APPLIED INDL TECHNOLOGIES INC Industrials 1,020.0 $345K 0.01% -74.0 -6.8% $338.15 +1.3%
218 VBK VANGUARD INDEX FDS SML CP GRW ETF 935.0 $342K 0.01% -599.0 -39.0% $365.70 -2.6%
219 HALO HALOZYME THERAPEUTICS INC COM Healthcare 4,364.0 $342K 0.01% -583.0 -11.8% $78.27 +36.8%
220 EHC ENCOMPASS HEALTH CORP COM Healthcare 3,343.0 $338K 0.01% -243.0 -6.8% $101.08 +19.5%
Page 11 of 16  ·  306 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 32.1%
Financial Services 21.8%
Industrials 12.4%
Consumer Cyclical 8.1%
Communication Services 7.1%
Healthcare 6.4%
Consumer Defensive 4.5%
Utilities 2.9%
Energy 2.2%
Real Estate 1.2%