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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 37 of 41  ·  812 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 BKMC BNY MELLON US M/C CORE ETF 2,084.0 $230K 0.01% $110.31 +7.5%
722 SPOT SPOTIFY TECHNOLOGY SA Communication Services 474.0 $230K 0.01% NEW $484.91 +7.2%
723 CF CF INDUSTRIES HOLDINGS INC Basic Materials 1,768.0 $230K 0.01% NEW $129.84 -6.3%
724 BSY BENTLEY SYSTEMS INC-CLASS B Technology 6,530.0 $229K 0.01% +211.0 +3.3% $35.12 -5.6%
725 MTDR MATADOR RES CO COM Energy 3,627.0 $229K 0.01% NEW $63.18 -10.4%
726 REXR REXFORD INDL RLTY INC COM Real Estate 6,995.0 $229K 0.01% +740.0 +11.8% $32.73 +10.5%
727 FCFS FIRSTCASH HOLDINGS INC COM Financial Services 1,216.0 $229K 0.01% NEW $188.00 +21.1%
728 CAVA CAVA GROUP INC Consumer Cyclical 2,817.0 $228K 0.01% NEW $80.90 -0.6%
729 SPEM STATE STREET SP PTF EM ETF 4,858.0 $228K 0.01% -115.0 -2.3% $46.91 +9.6%
730 ARW ARROW ELECTRS INC COM Technology 1,588.0 $228K 0.01% NEW $143.41 +51.5%
731 CBSH COMMERCE BANCSHARES INC COM Financial Services 4,625.0 $228K 0.01% +413.0 +9.8% $49.20 +6.4%
732 CSGP COSTAR GROUP INC COM Real Estate 5,638.0 $227K 0.01% NEW $40.34 -15.8%
733 AMH AMERICAN HOMES 4 RENT CL A Real Estate 8,146.0 $227K 0.01% +297.0 +3.8% $27.92 +15.6%
734 VLTO VERALTO CORP Industrials 2,561.0 $226K 0.01% -419.0 -14.1% $88.42 -1.8%
735 MOH MOLINA HEALTHCARE INC Healthcare 1,697.0 $226K 0.01% NEW $133.30 +38.1%
736 IAT ISHARES TR US REGNL BKS ETF 4,189.0 $226K 0.01% NEW $53.84 +6.4%
737 CNP CENTERPOINT ENERGY INC Utilities 5,214.0 $225K 0.01% -180.0 -3.3% $43.16 -0.8%
738 LEA LEAR CORP COM NEW Consumer Cyclical 1,858.0 $225K 0.01% +76.0 +4.3% $121.08 +15.5%
739 CE CELANESE CORP Basic Materials 3,418.0 $225K 0.01% NEW $65.77 -20.3%
740 FTCS FIRST TR EXCHANGE-TRADED FD CA 2,418.0 $224K 0.01% $92.76 +1.9%
Page 37 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%