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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 30 of 50  ·  992 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 UAL UNITED AIRLINES HOLDINGS INC Industrials 2,923.0 $397K 0.01% +488.0 +20.0% $135.99 -17.4%
582 OTIS OTIS WORLDWIDE CORP Industrials 5,543.0 $397K 0.01% +777.0 +16.3% $71.60 -0.2%
583 PAYC PAYCOM SOFTWARE INC Technology 3,157.0 $397K 0.01% +1K +72.0% $125.68 +88.6%
584 PAYX PAYCHEX INC Industrials 4,035.0 $397K 0.01% -2K -33.0% $98.33 +28.6%
585 SEIC SEI INVTS CO COM Financial Services 4,521.0 $397K 0.01% +410.0 +10.0% $87.71 +26.9%
586 CFR CULLEN FROST BANKERS INC COM Financial Services 2,560.0 $396K 0.01% -88.0 -3.3% $154.52 +4.4%
587 CR CRANE COMPANY COMMON STOCK Industrials 1,767.0 $394K 0.01% -77.0 -4.2% $223.07 -6.3%
588 RALLIANT CORP 5,331.0 $393K 0.01% NEW $73.63
589 CGNX COGNEX CORP COM Technology 5,416.0 $392K 0.01% -43.0 -0.8% $72.42 -13.0%
590 FCN FTI CONSULTING INC COM Industrials 2,613.0 $389K 0.01% +1K +68.4% $149.01 +2.0%
591 VMI VALMONT INDS INC COM Industrials 670.0 $387K 0.01% -45.0 -6.3% $577.60 -16.8%
592 DOW DOW INC Basic Materials 14,137.0 $387K 0.01% -5K -27.8% $27.36 +10.9%
593 BLOCK INC CL A 5,084.0 $386K 0.01% +562.0 +12.4% $76.00
594 JHG JANUS HENDERSON GROUP PLC ORD Financial Services 7,375.0 $383K 0.01% +3K +60.8% $51.95 +0.0%
595 OHI OMEGA HEALTHCARE INVS INC COM Real Estate 8,027.0 $383K 0.01% -63.0 -0.8% $47.68 -2.9%
596 ARW ARROW ELECTRS INC COM Technology 1,793.0 $383K 0.01% +205.0 +12.9% $213.41 -2.1%
597 DT DYNATRACE INC COM NEW Technology 8,685.0 $381K 0.01% -357.0 -4.0% $43.91 +21.7%
598 ROIV ROIVANT SCIENCES LTD SHS Healthcare 10,744.0 $380K 0.01% +578.0 +5.7% $35.39 +6.2%
599 WTFC WINTRUST FINL CORP COM Financial Services 2,346.0 $377K 0.01% +230.0 +10.9% $160.72 -4.8%
600 IONQ IONQ INC Technology 7,028.0 $374K 0.01% NEW $53.26 -20.3%
Page 30 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%