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
EQT
Eqt Corp

Energy
3.7K
+ 18.33%
$35.62 - $46.89 $132K - $173K
23.9K $1.1B
CB
Chubb LTD

Financial Services
1.56K
+ 22.0%
$271.57 - $301.89 $424K - $472K
8.67K $2.39B
PANW
Palo Alto Networks Inc

Technology
10.9K
+ 106.23%
$181.96 - $405.9 $1.98M - $4.41M
21.1K $3.84B
ORCL
Oracle Corp

Technology
2.98K
+ 6.48%
$165.41 - $192.43 $492K - $572K
48.9K $8.15B
FLEX
Flex Ltd.

Technology
8.37K
New
$32.52 - $41.3 $272K - $346K
8.37K $321M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.26K
+ 71.29%
$44.33 - $49.55 $322K - $360K
17.5K $784M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
4.63K
+ 66.61%
$66.67 - $74.08 $309K - $343K
11.6K $788M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.71K
+ 36.13%
$209.89 - $233.24 $358K - $398K
6.44K $1.37B
Vanguard Us Growth Fund Adm
1.66K
New
N/A
1.66K $308M
ADI
Analog Devices Inc

Technology
2.04K
+ 28.09%
$206.35 - $236.48 $422K - $483K
9.32K $1.98B
MGV
Vanguard Mega Cap Value

ETFs
2.44K
New
$124.06 - $133.48 $302K - $325K
2.44K $305M
MO
Altria Group, Inc.

Consumer Defensive
5.42K
+ 38.67%
$49.06 - $57.74 $266K - $313K
19.4K $1.02B
EFG
Msci Eafe Growth ETF

ETFs
3.35K
+ 129.42%
$96.83 - $106.88 $325K - $358K
5.94K $575M
AZO
Autozone Inc

Consumer Cyclical
90
+ 56.6%
$2981.19 - $3370.27 $268K - $303K
249 $797M
WRB
Berkley W R Corp

Financial Services
4.97K
New
$56.48 - $64.94 $280K - $322K
4.97K $291M
FISV
Fiserv Inc

Technology
596
+ 9.18%
N/A
7.09K $1.46B
ENB
Enbridge Inc

Energy
6.12K
+ 43.32%
$40.4 - $43.92 $247K - $269K
20.3K $860M
ADP
Automatic Data Processing Inc

Industrials
718
+ 15.98%
$280.08 - $307.97 $201K - $221K
5.21K $1.53B
DUK
Duke Energy Corp

Utilities
3.31K
+ 33.64%
$105.76 - $120.76 $350K - $399K
13.1K $1.41B
AVDE
American Centy ETF Tr Avantis

ETFs
4.55K
New
$60.9 - $66.69 $277K - $303K
4.55K $279M
GLD
Spdr Gold Trust

ETFs
1.15K
New
$236.59 - $257.5 $272K - $296K
1.15K $278M
BTI
British American Tobacco P.L.C.

Consumer Defensive
7.57K
New
$34.25 - $37.94 $259K - $287K
7.57K $275M
SHOP
Shopify Inc.

Technology
2.57K
New
$78.14 - $119.49 $201K - $307K
2.57K $273M
TJX
Tjx Companies Inc

Consumer Cyclical
1.65K
+ 7.39%
$112.15 - $127.2 $185K - $210K
24K $2.9B
HCA
Hca Healthcare, Inc.

Healthcare
891
New
$297.52 - $415.61 $265K - $370K
891 $268M
PTC
Ptc Inc.

Technology
1.42K
New
$175.97 - $201.89 $249K - $286K
1.42K $260M
GTLS
Chart Industries Inc

Industrials
1.36K
New
$119.65 - $202.35 $163K - $276K
1.36K $260M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.37K
New
$146.47 - $191.01 $201K - $262K
1.37K $256M
KD
Kyndryl Holdings, Inc.

Technology
7.37K
New
$22.43 - $35.79 $165K - $264K
7.37K $255M
UAL
United Airlines Holdings, Inc.

Industrials
2.62K
New
$55.62 - $102.44 $146K - $269K
2.62K $255M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
595
+ 118.06%
$701.85 - $1046.91 $418K - $623K
1.1K $783M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.81K
+ 3.41%
$55.73 - $66.16 $101K - $120K
55K $3.32B
GME
Game Stop Corp.

Consumer Cyclical
8.03K
New
$20.5 - $32.99 $165K - $265K
8.03K $252M
ALK
Alaska Air Group, Inc.

Industrials
3.87K
New
$42.48 - $67.6 $164K - $262K
3.87K $251M
VGT
Vanguard Information Technolog

ETFs
364
+ 55.24%
$571.78 - $647.97 $208K - $236K
1.02K $636M
BHP
Bhp Group LTD

Basic Materials
5.1K
New
$48.78 - $62.43 $249K - $318K
5.1K $249M
ZWS
Zurn Water Solutions Corp

Industrials
6.62K
New
$35.79 - $40.92 $237K - $271K
6.62K $247M
AVUV
American Centy ETF Tr Avantis

ETFs
2.44K
+ 14.11%
$94.37 - $106.41 $230K - $260K
19.7K $1.9B
FOUR
Shift4 Payments, Inc.

Technology
2.37K
New
$88.26 - $114.95 $209K - $272K
2.37K $245M
CCL
Carnival Corp

Consumer Cyclical
9.81K
New
$17.34 - $26.8 $170K - $263K
9.81K $244M
BX
Blackstone Inc.

Financial Services
555
+ 7.31%
$148.45 - $199.05 $82.4K - $110K
8.15K $1.4B
MASI
Masimo Corp

Healthcare
1.46K
New
$132.43 - $177.7 $193K - $259K
1.46K $241M
BILL
Bill.Com Holdings, Inc.

Technology
2.82K
New
$51.23 - $97.41 $145K - $275K
2.82K $239M
IP
International Paper CO

Consumer Cyclical
3.53K
+ 37.61%
$46.64 - $59.57 $165K - $210K
12.9K $696M
CDNS
Cadence Design Systems Inc

Technology
234
+ 4.22%
$249.1 - $324.54 $58.3K - $75.9K
5.77K $1.73B
Brookfield Corp
4.04K
New
N/A
4.04K $232M
SQ
Block, Inc.

Technology
2.72K
New
$65.06 - $98.92 $177K - $269K
2.72K $231M
VXF
Vanguard Extended Market ETF

ETFs
1.21K
New
$179.17 - $207.15 $216K - $250K
1.21K $229M
AZPN
Aspen Technology, Inc.

Technology
914
New
$231.19 - $253.16 $211K - $231K
914 $228M
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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