Fifth Third Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$18.6M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$18.2M |
| 3 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$14.9M |
| 4 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$13.6M |
| 5 |
iShares S&P 100 ETF
OEF
|
+$10.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
+$7.97M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$6.5M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
+$5.1M |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$3.66M |
| 5 |
Vanguard Total World Stock ETF
VT
|
+$2.58M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 18.86% |
| 2 | Financials | 8.23% |
| 3 | Consumer Discretionary | 6.21% |
| 4 | Communication Services | 5.64% |
| 5 | Industrials | 5.03% |
Similar funds
Fifth Third Wealth Advisors's Q2 2025 Portfolio in Review
As of Q2 2025, Fifth Third Wealth Advisors held 780 positions worth $2.38B, up 23% from $1.93B the previous quarter. Its ten largest holdings account for 42% of the portfolio.
Fifth Third Wealth Advisors deployed $224M of net new capital in Q2 2025, opening 74 new positions and adding to 363 existing holdings. Its largest new stake was Vanguard Extended Market ETF: 8,594 shares worth $1.66M.
By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 17% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Vanguard Dividend Appreciation ETF, an estimated $7.97M trimmed.
- Fifth Third Wealth Advisors's largest Q2 2025 buy was Vanguard Extended Market ETF: 8,594 shares worth $1.66M.
- Fifth Third Wealth Advisors added most to iShares Core MSCI EAFE ETF in Q2 2025, an estimated $18.6M increase.
- Fifth Third Wealth Advisors's biggest Q2 2025 reduction was Vanguard Dividend Appreciation ETF, cutting an estimated $7.97M.
- Fifth Third Wealth Advisors fully exited NVR in Q2 2025, selling an estimated $1.28M.
- Fifth Third Wealth Advisors's ten largest holdings make up 42% of its $2.38B portfolio in Q2 2025.
- Fifth Third Wealth Advisors opened 74 new positions and closed 30 in Q2 2025.
- Fifth Third Wealth Advisors's portfolio value rose 23% quarter-over-quarter to $2.38B.
Based on Fifth Third Wealth Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.