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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 13 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NNN NNN REIT INC COM Real Estate 5,954.0 $277K 0.01% -45.0 -0.8% $46.53 -1.9%
242 JBHT HUNT (JB) TRANSPRT SVCS INC Industrials 952.0 $276K 0.01% -26.0 -2.7% $289.43 -8.9%
243 EIX EDISON INTL COM Utilities 3,700.0 $275K 0.01% -2K -31.2% $74.45 +0.1%
244 ES EVERSOURCE ENERGY Utilities 3,809.0 $275K 0.01% -41.0 -1.1% $72.27 -0.8%
245 XLV SELECT SECTOR SPDR TR ST STR CARE ETF 1,727.0 $274K 0.01% -100.0 -5.5% $158.64 +9.4%
246 PPL PPL CORP Utilities 7,529.0 $274K 0.01% -179.0 -2.3% $36.35 -3.7%
247 WTW WILLIS TOWERS WATSON PLC LTD S Financial Services 1,047.0 $274K 0.01% -61.0 -5.5% $261.37 +31.3%
248 FE FIRSTENERGY CORP Utilities 5,727.0 $272K 0.01% -94.0 -1.6% $47.54 -1.7%
249 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 3,794.0 $272K 0.01% -25.0 -0.7% $71.74 +1.0%
250 CACI CACI INTL INC CL A Technology 585.0 $271K 0.01% -39.0 -6.2% $463.26 +34.9%
251 AHR AMERICAN HEALTHCARE REIT INC COM SHS Real Estate 5,191.0 $271K 0.01% -1K -21.3% $52.15 +9.6%
252 AMH AMERICAN HOMES 4 RENT CL A Real Estate 8,056.0 $270K 0.01% -90.0 -1.1% $33.52 +1.9%
253 CNM CORE & MAIN INC-CLASS A Industrials 5,593.0 $270K 0.01% -133.0 -2.3% $48.25 -10.1%
254 SFM SPROUTS FMRS MKT INC COM Consumer Defensive 3,188.0 $270K 0.01% -97.0 -3.0% $84.58 +2.7%
255 DOCU DOCUSIGN INC COM Technology 6,059.0 $269K 0.01% -124.0 -2.0% $44.42 +33.6%
256 XLB SELECT SECTOR SPDR TR ST STR MATER ETF 5,274.0 $268K 0.01% -2K -31.1% $50.83 +5.6%
257 HLI HOULIHAN LOKEY INC CL A Financial Services 1,992.0 $267K 0.01% -138.0 -6.5% $134.13 -3.2%
258 CBSH COMMERCE BANCSHARES INC COM Financial Services 4,589.0 $265K 0.01% -36.0 -0.8% $57.75 +1.3%
259 FCFS FIRSTCASH HOLDINGS INC COM Financial Services 1,207.0 $261K 0.01% -9.0 -0.7% $216.32 +1.6%
260 USMV ISHARES TR MSCI USA MIN ETF 2,696.0 $260K 0.01% -204.0 -7.0% $96.46 +5.3%
Page 13 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%