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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 9 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PHM PULTEGROUP INC Consumer Cyclical 3,642.0 $500K 0.01% -36.0 -1.0% $137.21 -5.2%
162 RRX REGAL REXNORD CORPORATION COM Industrials 2,075.0 $494K 0.01% -17.0 -0.8% $238.19 -30.6%
163 APG API GROUP CORP COM STK Industrials 11,658.0 $494K 0.01% -93.0 -0.8% $42.35 -2.7%
164 DKS DICKS SPORTING GOODS INC COM Consumer Cyclical 2,148.0 $487K 0.01% -136.0 -6.0% $226.81 -42.8%
165 ANNALY CAPITAL MANAGEMENT IN COM NEW 21,750.0 $486K 0.01% -184.0 -0.8% $22.36
166 DTM DT MIDSTREAM INC COMMON STOCK Energy 3,310.0 $486K 0.01% -125.0 -3.6% $146.74 -9.7%
167 EVR EVERCORE INC CLASS A Financial Services 1,372.0 $468K 0.01% -164.0 -10.7% $341.44 -14.6%
168 LNG CHENIERE ENERGY INC Energy 1,955.0 $467K 0.01% -183.0 -8.6% $239.01 +18.9%
169 ROP ROPER TECHNOLOGIES INC COM Industrials 1,371.0 $464K 0.01% -125.0 -8.4% $338.34 +22.1%
170 SYF SYNCHRONY FINANCIAL Financial Services 6,079.0 $462K 0.01% -734.0 -10.8% $76.05 +4.9%
171 BWA BORGWARNER INC Consumer Cyclical 6,941.0 $461K 0.01% -123.0 -1.7% $66.40 -2.6%
172 BJ BJS WHSL CLUB HLDGS INC COM Consumer Defensive 5,221.0 $455K 0.01% -273.0 -5.0% $87.22 +7.0%
173 TPR TAPESTRY INC COM Consumer Cyclical 3,100.0 $454K 0.01% -543.0 -14.9% $146.38 -11.0%
174 NXT NEXTPOWER INC CLASS A COM Technology 3,788.0 $451K 0.01% -22.0 -0.6% $119.14 -26.8%
175 CNC CENTENE CORP Healthcare 6,996.0 $449K 0.01% -237.0 -3.3% $64.19 +2.0%
176 LEN LENNAR CORP-A Consumer Cyclical 4,943.0 $447K 0.01% -363.0 -6.8% $90.49 -3.7%
177 WCN WASTE CONNECTIONS INC Industrials 2,678.0 $446K 0.01% -588.0 -18.0% $166.69 +0.3%
178 TRNO TERRENO RLTY CORP COM Real Estate 6,885.0 $446K 0.01% -2K -24.1% $64.77 +4.3%
179 PEG PUBLIC SERVICE ENTERPRISE GP Utilities 5,343.0 $434K 0.01% -47.0 -0.9% $81.16 -8.8%
180 VOE VANGUARD INDEX FDS MCAP VL IDXVIP 2,142.0 $423K 0.01% -894.0 -29.4% $197.60 +6.0%
Page 9 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%