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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 39 of 50  ·  992 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 FE FIRSTENERGY CORP Utilities 5,727.0 $272K 0.01% -94.0 -1.6% $47.54 -1.7%
762 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 3,794.0 $272K 0.01% -25.0 -0.7% $71.74 +1.0%
763 MRCY MERCURY SYS INC COM Industrials 2,221.0 $272K 0.01% NEW $122.33 -26.6%
764 RDWR RADWARE LTD Technology 8,782.0 $271K 0.01% NEW $30.86 -7.9%
765 CACI CACI INTL INC CL A Technology 585.0 $271K 0.01% -39.0 -6.2% $463.26 +34.9%
766 AHR AMERICAN HEALTHCARE REIT INC COM SHS Real Estate 5,191.0 $271K 0.01% -1K -21.3% $52.15 +9.6%
767 GATX GATX CORP COM Industrials 1,527.0 $271K 0.01% +161.0 +11.8% $177.19 +0.7%
768 NOV NOV INC COM Energy 14,585.0 $271K 0.01% +2K +16.8% $18.55 +9.1%
769 AMH AMERICAN HOMES 4 RENT CL A Real Estate 8,056.0 $270K 0.01% -90.0 -1.1% $33.52 +1.9%
770 CNM CORE & MAIN INC-CLASS A Industrials 5,593.0 $270K 0.01% -133.0 -2.3% $48.25 -10.1%
771 SFM SPROUTS FMRS MKT INC COM Consumer Defensive 3,188.0 $270K 0.01% -97.0 -3.0% $84.58 +2.7%
772 BN BROOKFIELD CORP Financial Services 6,327.0 $269K 0.01% $42.59 -2.2%
773 DOCU DOCUSIGN INC COM Technology 6,059.0 $269K 0.01% -124.0 -2.0% $44.42 +33.6%
774 UGI UGI CORP NEW COM Utilities 7,780.0 $269K 0.01% +47.0 +0.6% $34.54 +11.3%
775 LILAK LIBERTY LATIN AMERIC-CL C Communication Services 34,446.0 $268K 0.01% NEW $7.79 +10.0%
776 XLB SELECT SECTOR SPDR TR ST STR MATER ETF 5,274.0 $268K 0.01% -2K -31.1% $50.83 +5.6%
777 POWL POWELL INDS INC COM Industrials 935.0 $268K 0.01% NEW $286.36 -33.0%
778 FIRST HAWAIIAN INC COM 9,134.0 $268K 0.01% NEW $29.30
779 HLI HOULIHAN LOKEY INC CL A Financial Services 1,992.0 $267K 0.01% -138.0 -6.5% $134.13 -3.2%
780 LCII LCI INDS COM Consumer Cyclical 2,513.0 $266K 0.01% NEW $105.88 -2.7%
Page 39 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%