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Portfolio (Quarterly) Guide ↗

Fifth Third Wealth Advisors LLC

· CIK 0001899030
13F Portfolio $3.0B AUM 812 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 92 New 553 Added 139 Reduced 69 Exited
Page 16 of 41  ·  812 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 DOW DOW INC Basic Materials 19,585.0 $816K 0.03% -154.0 -0.8% $41.65 -15.3%
302 MCO MOODYS CORP COM Financial Services 1,853.0 $808K 0.03% +477.0 +34.7% $436.25 +3.4%
303 RCL ROYAL CARIBBEAN CRUISES LTD Consumer Cyclical 2,936.0 $808K 0.03% -281.0 -8.7% $275.18 -2.7%
304 ZTS ZOETIS INC Healthcare 6,826.0 $807K 0.03% -428.0 -5.9% $118.22 -31.2%
305 KVUE KENVUE INC COM Consumer Defensive 46,355.0 $799K 0.03% -14K -22.7% $17.24 +1.5%
306 AON AON PLC-CLASS A Financial Services 2,474.0 $799K 0.03% +484.0 +24.3% $322.78 -1.1%
307 SANDISK CORP COM 1,251.0 $795K 0.03% NEW $635.34
308 VMC VULCAN MATLS CO COM Basic Materials 2,908.0 $792K 0.03% +1K +97.8% $272.30 -1.2%
309 GNR STATE STREET SPDR S&P GLOBAL 10,412.0 $777K 0.03% -3K -20.3% $74.67 -0.8%
310 WWD WOODWARD INC COM Industrials 2,156.0 $772K 0.03% +254.0 +13.3% $357.92 -1.8%
311 NVT NVENT ELECTRIC PLC SHS Industrials 6,514.0 $770K 0.03% +365.0 +5.9% $118.28 +43.1%
312 NUE NUCOR CORP Basic Materials 4,540.0 $768K 0.03% +765.0 +20.3% $169.10 +42.1%
313 IVW ISHARES S&P 500 GROWTH ETF 6,766.0 $765K 0.03% +2K +42.5% $113.11 +22.3%
314 CTAS CINTAS CORP Industrials 4,504.0 $762K 0.03% +740.0 +19.7% $169.15 +1.1%
315 EBAY EBAY INC Consumer Cyclical 8,320.0 $757K 0.03% +2K +24.3% $91.02 +26.7%
316 AJG GALLAGHER ARTHUR J & CO COM Financial Services 3,494.0 $757K 0.03% +763.0 +27.9% $216.58 -5.8%
317 ROST ROSS STORES INC Consumer Cyclical 3,491.0 $756K 0.03% +546.0 +18.5% $216.63 +8.3%
318 FLEX FLEX LTD ORD Technology 11,397.0 $746K 0.03% +3K +34.8% $65.46 +118.8%
319 STE STERIS PLC SHS USD Healthcare 3,336.0 $738K 0.03% +87.0 +2.7% $221.13 -2.2%
320 SPDW STE STR SPDR PT DW EU ETF 16,101.0 $735K 0.03% +7K +84.6% $45.65 +12.0%
Page 16 of 41  ·  812 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 27.7%
Financial Services 22.4%
Industrials 11.1%
Communication Services 9.2%
Consumer Cyclical 8.5%
Healthcare 6.6%
Consumer Defensive 5.0%
Energy 4.3%
Utilities 3.0%
Basic Materials 1.3%