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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 7 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PSA PUBLIC STORAGE OPER CO COM Real Estate 2,384.0 $759K 0.02% -103.0 -4.1% $318.31 -0.3%
122 SHOP SHOPIFY INC - CLASS A Technology 6,521.0 $745K 0.02% -846.0 -11.5% $114.18 +31.6%
123 RB GLOBAL INC COM 6,289.0 $732K 0.02% -63.0 -1.0% $116.45
124 CTAS CINTAS CORP Industrials 4,237.0 $721K 0.02% -267.0 -5.9% $170.09 +21.0%
125 VNQ VANGUARD INDEX FDS REAL ESTATE ETF 7,448.0 $718K 0.02% -531.0 -6.7% $96.43 +2.3%
126 VBR VANGUARD INDEX FDS SM CP VAL ETF 2,911.0 $707K 0.02% -385.0 -11.7% $242.99 +2.5%
127 RS RELIANCE INC COM Basic Materials 1,883.0 $703K 0.02% -65.0 -3.3% $373.60 +4.7%
128 NOC NORTHROP GRUMMAN CORP COM Industrials 1,373.0 $699K 0.02% -423.0 -23.6% $509.31 +8.0%
129 TDY TELEDYNE TECHNOLOGIES INC Technology 1,033.0 $689K 0.02% -33.0 -3.1% $666.90 -5.0%
130 AON AON PLC-CLASS A Financial Services 2,075.0 $688K 0.02% -399.0 -16.1% $331.69 +6.7%
131 STE STERIS PLC SHS USD Healthcare 3,135.0 $660K 0.02% -201.0 -6.0% $210.57 +12.4%
132 MPWR MONOLITHIC POWER SYSTEMS INC Technology 473.0 $654K 0.02% -8.0 -1.7% $1382.36 -5.7%
133 JBL JABIL INC Technology 1,671.0 $644K 0.02% -197.0 -10.6% $385.48 -19.3%
134 STT STATE STREET CORP Financial Services 3,782.0 $641K 0.02% -109.0 -2.8% $169.60 +14.2%
135 HPE HEWLETT PACKARD ENTERPRISE CO Technology 14,201.0 $641K 0.02% -792.0 -5.3% $45.11 +22.4%
136 EXPD EXPEDITORS INTL WASH INC Industrials 3,929.0 $640K 0.02% -127.0 -3.1% $162.98 +16.7%
137 CLH CLEAN HARBORS INC COM Industrials 2,106.0 $629K 0.02% -15.0 -0.7% $298.75 +5.0%
138 BURL BURLINGTON STORES INC Consumer Cyclical 1,979.0 $627K 0.02% -15.0 -0.8% $316.80 -0.9%
139 TGT TARGET CORP COM Consumer Defensive 4,764.0 $622K 0.02% -602.0 -11.2% $130.61 +25.6%
140 WBD WARNER BROS DISCOVERY INC Communication Services 23,202.0 $619K 0.02% -289.0 -1.2% $26.66 +7.8%
Page 7 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%