Fifth Third Wealth Advisors LLC Purchases in Q4 2024

Fifth Third Wealth Advisors LLC

  • $1.84 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
2.73K
+ 14.85%
$280.04 - $302.45 $763K - $824K
21.1K $6.11B
WFC
Wells Fargo & Company

Financial Services
3.52K
+ 7.69%
$54.98 - $77.35 $194K - $272K
49.3K $3.46B
PLTR
Palantir Technologies Inc.

Technology
287
+ 1.31%
$36.46 - $82.38 $10.5K - $23.6K
22.2K $1.68B
HD
Home Depot, Inc.

Consumer Cyclical
3.52K
+ 10.69%
$385.02 - $431.37 $1.35M - $1.52M
36.4K $14.2B
Vanguard Growth Index Adm
3.86K
New
N/A
3.86K $816M
Vanguard Em Mkt Stk Ind Adm
21.2K
New
N/A
21.2K $780M
Vanguard Wellington Adm
10.5K
New
N/A
10.5K $778M
SFBS
Servis First Bancshares, Inc.

Financial Services
8.71K
New
$77.34 - $99.0 $674K - $863K
8.71K $738M
ISRG
Intuitive Surgical Inc

Healthcare
907
+ 10.88%
$471.27 - $550.62 $427K - $499K
9.25K $4.83B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.89K
+ 183.28%
$340.59 - $380.5 $642K - $718K
2.92K $1.07B
IVW
Ishares S&P 500 Growth ETF

ETFs
6.68K
New
$94.43 - $105.47 $631K - $705K
6.68K $679M
IJK
Ishares S&P Midcap 400 Growth

ETFs
7.73K
+ 24.75%
$90.66 - $99.46 $701K - $769K
39K $3.54B
APO
Apollo Global Management, Inc.

Financial Services
4.04K
New
$131.36 - $178.61 $531K - $722K
4.04K $667M
Blackrock Inc Com
404
+ 12.1%
N/A
3.74K $3.84B
ACN
Accenture PLC

Technology
1.9K
+ 16.67%
$343.9 - $376.86 $653K - $716K
13.3K $4.68B
EEM
Ishares Msci Emerging Markets

ETFs
17.5K
+ 68.09%
$41.82 - $47.36 $732K - $829K
43.2K $1.81B
COST
Costco Wholesale Corp

Consumer Defensive
409
+ 4.84%
$873.59 - $994.69 $357K - $407K
8.87K $8.12B
WEX
Wex Inc.

Technology
3.83K
+ 265.15%
$167.45 - $216.67 $642K - $831K
5.28K $926M
CHK
Chesapeake Energy Corp

Energy
5.57K
+ 172.06%
$81.46 - $87.57 $454K - $488K
8.81K $877M
PM
Philip Morris International Inc.

Consumer Defensive
5.19K
+ 24.83%
$118.38 - $133.06 $614K - $690K
26.1K $3.14B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.03K
+ 35.12%
$481.22 - $538.17 $495K - $553K
3.96K $2.02B
IWM
Ishares Russell 2000 ETF

ETFs
2.61K
+ 12.28%
$216.13 - $242.4 $564K - $632K
23.9K $5.27B
VUG
Vanguard Growth ETF

ETFs
677
+ 6.2%
$378.79 - $428.11 $256K - $290K
11.6K $4.76B
LYB
Lyondell Basell Industries N.V.

Basic Materials
8.69K
+ 202.35%
$72.97 - $96.75 $634K - $841K
13K $964M
TMUS
T Mobile Us, Inc.

Communication Services
1.48K
+ 9.48%
$206.1 - $246.94 $305K - $365K
17.1K $3.77B
MS
Morgan Stanley

Financial Services
545
+ 2.46%
$104.42 - $134.99 $56.9K - $73.6K
22.7K $2.86B
WDAY
Workday, Inc.

Technology
2.11K
New
$233.85 - $279.91 $494K - $591K
2.11K $545M
Vanguard Balanced Index Adm
11K
New
N/A
11K $532M
ABT
Abbott Laboratories

Healthcare
4.88K
+ 17.54%
$111.93 - $119.39 $546K - $583K
32.7K $3.7B
HON
Honeywell International Inc

Industrials
1.17K
+ 8.7%
$202.84 - $236.0 $237K - $276K
14.6K $3.3B
DOCU
Docusign, Inc.

Technology
5.78K
New
$61.42 - $106.99 $355K - $618K
5.78K $519M
PYPL
Pay Pal Holdings, Inc.

Financial Services
4.71K
+ 41.04%
$77.25 - $91.3 $364K - $430K
16.2K $1.38B
WMB
Williams Companies, Inc.

Energy
2.83K
+ 7.63%
$46.37 - $59.74 $131K - $169K
39.9K $2.16B
MSI
Motorola Solutions, Inc.

Technology
951
+ 43.99%
$449.08 - $504.6 $427K - $480K
3.11K $1.44B
CSCO
Cisco Systems, Inc.

Technology
2.3K
+ 4.27%
$52.45 - $60.02 $120K - $138K
56.1K $3.32B
Vanguard S/C Grow Indx Adm
4.58K
New
N/A
4.58K $451M
AXP
American Express CO

Financial Services
498
+ 4.25%
$267.35 - $305.57 $133K - $152K
12.2K $3.62B
BSX
Boston Scientific Corp

Healthcare
3.2K
+ 11.22%
$83.62 - $91.5 $268K - $293K
31.7K $2.84B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
155K
+ 233.68%
$26.93 - $84.95 $4.17M - $13.2M
221K $6.05B
MCD
Mcdonalds Corp

Consumer Cyclical
2.54K
+ 11.99%
$288.47 - $316.54 $734K - $805K
23.8K $6.89B
SCHW
Schwab Charles Corp

Financial Services
3.79K
+ 25.9%
$63.31 - $82.85 $240K - $314K
18.4K $1.36B
UPS
United Parcel Service Inc

Industrials
4.02K
+ 41.26%
$122.65 - $138.35 $493K - $556K
13.8K $1.74B
SPMD
Spdr Portfolio

ETFs
7.43K
New
$54.13 - $59.56 $402K - $442K
7.43K $406M
BKNG
Booking Holdings Inc.

Consumer Cyclical
33
+ 10.86%
$4100.99 - $5300.34 $135K - $175K
337 $1.67B
NOW
Service Now, Inc.

Technology
83
+ 4.51%
$867.18 - $1148.42 $72K - $95.3K
1.92K $2.04B
AMP
Ameriprise Financial Inc

Financial Services
300
+ 8.56%
$473.15 - $574.01 $142K - $172K
3.81K $2.03B
VHT
Vanguard Health Care ETF

ETFs
1.49K
New
$250.81 - $283.3 $373K - $422K
1.49K $378M
VDE
Vanguard Energy ETF

ETFs
3.08K
New
$116.67 - $136.78 $360K - $422K
3.08K $374M
Vanguard Chester Fds Tar Retir
7.16K
New
N/A
7.16K $367M
Activity Summary
Buys All Purchases 403 New Holdings 77 Increased Positions 326 Sells All Sells 203 Reductions 203 Sold out 0 Options Calls 0 Puts 0
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