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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 6 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MRSH MARSH & MCLENNAN COS Financial Services 5,540.0 $923K 0.03% -462.0 -7.7% $166.67 +16.0%
102 DDOG DATADOG INC CL A COM Technology 3,541.0 $922K 0.03% -91.0 -2.5% $260.36 -12.6%
103 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 1,849.0 $918K 0.03% -280.0 -13.2% $496.73 +10.2%
104 NUE NUCOR CORP Basic Materials 4,087.0 $910K 0.03% -453.0 -10.0% $222.75 +13.5%
105 EBAY EBAY INC Consumer Cyclical 8,092.0 $904K 0.03% -228.0 -2.7% $111.75 -6.8%
106 NXPI NXP SEMICONDUCTORS NV Technology 3,212.0 $903K 0.03% -108.0 -3.2% $281.03 -20.6%
107 SNX TD SYNNEX CORPORATION COM Technology 3,366.0 $900K 0.03% -165.0 -4.7% $267.34 -4.6%
108 WEX WEX INC COM Technology 6,202.0 $875K 0.02% -78.0 -1.2% $141.09 +40.7%
109 KVUE KENVUE INC COM Consumer Defensive 45,461.0 $869K 0.02% -894.0 -1.9% $19.11 +0.6%
110 VMC VULCAN MATLS CO COM Basic Materials 2,892.0 $853K 0.02% -16.0 -0.6% $295.01 -7.2%
111 FIX COMFORT SYS USA INC COM Industrials 428.0 $849K 0.02% -12.0 -2.7% $1983.13 -18.5%
112 RMD RESMED INC Healthcare 4,284.0 $835K 0.02% -178.0 -4.0% $194.88 +20.9%
113 NKE NIKE INC -CL B Consumer Cyclical 20,202.0 $829K 0.02% -2K -7.7% $41.05 -6.0%
114 SHEL SHELL PLC Energy 10,613.0 $823K 0.02% -84.0 -0.8% $77.54 +17.5%
115 MIDD MIDDLEBY CORP COM Industrials 4,774.0 $821K 0.02% -67.0 -1.4% $172.01 -32.9%
116 MCO MOODYS CORP COM Financial Services 1,812.0 $821K 0.02% -41.0 -2.2% $452.92 +13.6%
117 MCK MCKESSON CORP Healthcare 1,082.0 $818K 0.02% -250.0 -18.8% $755.60 +18.7%
118 TECHNIPFMC PLC 12,247.0 $812K 0.02% -130.0 -1.1% $66.30
119 PSTG EVERPURE INC-A 9,901.0 $780K 0.02% -253.0 -2.5% $78.79
120 HSY HERSHEY CO COM Consumer Defensive 4,335.0 $761K 0.02% -331.0 -7.1% $175.45 +5.6%
Page 6 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%