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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 16 of 50  ·  992 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ATI ATI INC COM Industrials 4,914.0 $969K 0.03% -27.0 -0.6% $197.10 +8.8%
302 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 2,914.0 $963K 0.03% +139.0 +5.0% $330.46 -1.4%
303 CAH CARDINAL HEALTH INC COM Healthcare 4,043.0 $960K 0.03% +137.0 +3.5% $237.56 -1.0%
304 MKSI MKS INC Technology 2,147.0 $955K 0.03% +60.0 +2.9% $444.80 -39.1%
305 HCA HCA HEALTHCARE INC Healthcare 2,448.0 $954K 0.03% -109.0 -4.3% $389.89 +7.6%
306 MTZ MASTEC INC COM Industrials 2,292.0 $954K 0.03% +142.0 +6.6% $416.06 -39.6%
307 YUM YUM! BRANDS INC Consumer Cyclical 5,958.0 $952K 0.03% -58.0 -1.0% $159.86 -5.7%
308 SRE SEMPRA COM Utilities 10,253.0 $951K 0.03% -445.0 -4.2% $92.71 -8.6%
309 SNPS SYNOPSYS INC Technology 2,111.0 $942K 0.03% -232.0 -9.9% $446.07 +4.2%
310 O REALTY INCOME CORP COM Real Estate 15,196.0 $942K 0.03% -459.0 -2.9% $61.96 -0.3%
311 AJG GALLAGHER ARTHUR J & CO COM Financial Services 4,097.0 $941K 0.03% +603.0 +17.3% $229.57 +13.3%
312 DHR DANAHER CORP Healthcare 4,894.0 $932K 0.03% -6K -53.7% $190.48 +13.3%
313 MRSH MARSH & MCLENNAN COS Financial Services 5,540.0 $923K 0.03% -462.0 -7.7% $166.67 +14.0%
314 BE BLOOM ENERGY CORP- A Industrials 3,049.0 $923K 0.03% +282.0 +10.2% $302.70 -28.0%
315 DDOG DATADOG INC CL A COM Technology 3,541.0 $922K 0.03% -91.0 -2.5% $260.36 -6.7%
316 HOFT HOOKER FURNITURE CORP Consumer Cyclical 51,667.0 $921K 0.03% $17.83 -24.5%
317 EWBC EAST WEST BANCORP INC COM Financial Services 7,127.0 $920K 0.03% +2K +27.2% $129.09 +0.4%
318 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 1,849.0 $918K 0.03% -280.0 -13.2% $496.73 +10.2%
319 SPYM SPDR SERIES TRUST ST STR P500ETF 10,422.0 $916K 0.03% +4K +73.3% $87.88 +3.3%
320 NUE NUCOR CORP Basic Materials 4,087.0 $910K 0.03% -453.0 -10.0% $222.75 +13.3%
Page 16 of 50  ·  992 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%