Long-term investor
Fifth Third Wealth Advisors LLC @fifththirdwealthadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001899030).
Record
- Tracked since 2025-06-30 (441 days), 61 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +8.2% · all +8.2%
- Max drawdown n/a · win rate 8% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 10.7% · long · since 2025-12-31
- SPY · 6.3% · long · since 2025-12-31
- NVDA · 3.6% · long · since 2025-12-31
- AAPL · 3.4% · long · since 2025-12-31
- IEFA · 3.3% · long · since 2025-12-31
- GOOGL · 2.4% · long · since 2025-12-31
- FAST · 2.4% · long · since 2025-12-31
- MSFT · 2.3% · long · since 2025-12-31
- AMZN · 2.0% · long · since 2025-12-31
- IJH · 1.7% · long · since 2025-12-31
- AVGO · 1.5% · long · since 2025-12-31
- JPM · 1.3% · long · since 2025-12-31