FIFTH THIRD SECURITIES, INC.

RIA/Wealth

FIFTH THIRD SECURITIES, INC. is a RIA/Wealth based in Cincinnati, OH led by Timothy Lyons, reporting $9.1B in AUM as of Q3 2025 with 95% ETF concentration and minimal technology exposure.

Managing PartnerTimothy Lyons

Portfolio Value: $1.5B
Positions: 310
Top Holding: VOO at 4.66%
Last Reported: Q3 2025

Address34 Fountain Square Plaza, Md 1090am, Cincinnati, OH, 45263, United States

Top Holdings

Largest long holdings in FIFTH THIRD SECURITIES, INC.'s portfolio (29.9% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard S&P 500 ETF VOO	ETF ETF	$68.3M	4.66%	+$761.8K Bought	— 111.5K shares	Q3 2021 Held for 4y 2m
2 Invesco QQQ Trust QQQ	ETF ETF	$66.0M	4.51%	+$1.7M Bought	— 109.9K shares	Q1 2023 Held for 2y 8m
3 iShares Core S&P 500 ETF IVV	ETF ETF	$57.2M	3.91%	+$2.8M Bought	— 85.4K shares	Q3 2021 Held for 4y 2m
4 SPDR S&P 500 ETF Trust SPY	ETF ETF	$51.2M	3.50%	+$1.2M Bought	— 76.9K shares	Q1 2016 Held for 9y 8m
5 Vanguard Total Stock Market VTI	ETF ETF	$40.8M	2.79%	+$3.3M Bought	— 124.4K shares	Q3 2021 Held for 4y 2m
6 Vanguard Growth VUG	ETF ETF	$39.2M	2.68%	+$3.7M Bought	— 81.7K shares	Q4 2021 Held for 3y 11m
7 iShares Core Dividend Growth DGRO	ETF ETF	$32.6M	2.23%	+$2.4M Bought	— 478.9K shares	Q2 2019 Held for 6y 5m
8 SPYV SPDR Portfolio S&P 500 Value ETF SPYV	ETF ETF	$31.1M	2.12%	+$1.2M Bought	— 562.1K shares	Q1 2021 Held for 4y 8m
9 iShares Russell 1000 Growth IWF	ETF ETF	$26.1M	1.78%	-$298.4K Sold	— 55.6K shares	Q3 2021 Held for 4y 2m
10 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$25.6M	1.75%	+$828.8K Bought	— 326.3K shares	Q4 2023 Held for 1y 11m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in FIFTH THIRD SECURITIES, INC.'s latest filing

See all changes

GthenC

Market Value

$1.5B

Prior: $1.3B

Q/Q Change

+9.95%

+$132.4M

Net Flows % of MV

+2.94%

Turnover Ratio

6.4%

New Purchases

17 stocks

$15.7M

Added To

171 stocks

+$101.3M

Sold Out Of

18 stocks

$16.6M

Reduced Holdings

108 stocks

-$57.5M

Increased Positions

Position	Shares Δ	Change
1 JPIE JPMorgan Income JPIE	New	0 → 72.2K +$3.4M
2 Simplify High Yield PLUS Credit Hedge CDX	New	0 → 115.5K +$2.6M
3 iShares MSCI Global Metals & Mining Producers PICK	New	0 → 38.7K +$1.7M
4 First Trust NASDAQ Cybersecurity ETF CIBR	New	0 → 22.5K +$1.7M
5 Principal Active High Yield YLD	New	0 → 58.0K +$1.1M

Decreased Positions

Position	Shares Δ	Change
1 SPDR Bloomberg Short Term High Yield Bond SJNK	Sold	247.1K → 0 −$6.3M
2 VanEck Emerging Markets High Yield Bond HYEM	Sold	100.2K → 0 −$2.0M
3 iShares MSCI Europe Financials EUFN	Sold	53.1K → 0 −$1.7M
4 JNK SPDR Bloomberg High Yield Bond JNK	Sold	17.0K → 0 −$1.7M
5 iShares MSCI Italy EWI	Sold	21.1K → 0 −$1.0M