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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 18 of 41  ·  812 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 VICI VICI PROPERTIES INC Real Estate 24,578.0 $671K 0.02% -17K -40.5% $27.32 +5.1%
342 TWLO TWILIO INC - A Communication Services 5,301.0 $667K 0.02% +2K +44.6% $125.82 +46.8%
343 HOFT HOOKER FURNITURE CORP Consumer Cyclical 51,667.0 $665K 0.02% NEW $12.88 +5.6%
344 URI UNITED RENTALS INC Industrials 913.0 $665K 0.02% +50.0 +5.8% $728.56 +34.8%
345 IDXX IDEXX LABORATORIES INC Healthcare 1,179.0 $662K 0.02% +287.0 +32.2% $561.89 -2.1%
346 ASML ASML HOLDING N V N Y REGISTRY Technology 500.0 $660K 0.02% +184.0 +58.2% $1319.90 +21.2%
347 NXPI NXP SEMICONDUCTORS NV Technology 3,320.0 $654K 0.02% +180.0 +5.7% $196.86 +68.3%
348 LITE LUMENTUM HLDGS INC COM Technology 927.0 $651K 0.02% -1K -60.8% $702.41 +27.0%
349 TGT TARGET CORP COM Consumer Defensive 5,366.0 $650K 0.02% -3K -32.6% $121.20 +7.1%
350 BURL BURLINGTON STORES INC Consumer Cyclical 1,994.0 $649K 0.02% +440.0 +28.3% $325.38 +1.0%
351 RNR RENAISSANCERE HLDGS LTD COM Financial Services 2,182.0 $649K 0.02% +61.0 +2.9% $297.26 -2.1%
352 WBD WARNER BROS DISCOVERY INC Communication Services 23,491.0 $645K 0.02% +3K +14.1% $27.46 -0.8%
353 TDY TELEDYNE TECHNOLOGIES INC Technology 1,066.0 $645K 0.02% +113.0 +11.9% $605.01 +1.5%
354 MIDD MIDDLEBY CORP COM Industrials 4,841.0 $642K 0.02% +124.0 +2.6% $132.58 +16.1%
355 CARR CARRIER GLOBAL CORP Industrials 11,340.0 $639K 0.02% +2K +25.4% $56.31 +16.2%
356 VOOG VANGUARD S&P 500 GROWTH ETF 1,552.0 $633K 0.02% +146.0 +10.4% $407.69 -79.7%
357 VRSK VERISK ANALYTICS INC Industrials 3,326.0 $631K 0.02% +257.0 +8.4% $189.75 -9.9%
358 NDAQ NASDAQ INC Financial Services 7,402.0 $628K 0.02% +220.0 +3.1% $84.89 +6.2%
359 SFBS SERVISFIRST BANCSHARES INC COM Financial Services 8,607.0 $627K 0.02% +103.0 +1.2% $72.83 +6.9%
360 RBC RBC BEARINGS INC COM Industrials 1,153.0 $626K 0.02% +195.0 +20.4% $543.12 +6.8%
Page 18 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%