FIAT WEALTH MANAGEMENT LLC
CIK 2012153 · Holdings on Dec 31, 2023 · First reported May 3, 2024
Top ten holdings
Q4 2023- UNH28.16%
- VIG12.42%
- IVV12.26%
- TDSC9.64%
- MSFT7.85%
- AAPL6.35%
- AMZN5.39%
- V5.30%
- SPY3.99%
- DNL2.66%
Share classes counted separately94.02%
Portfolio value by quarter
Top 10 holdings 13
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | UNHUNITEDHEALTH GROUP INC View history and evidence | $2.23M | 28.16% | 4.23K shares | Prior unavailable — | — | ▾ |
| 02 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $981.97K | 12.42% | 5.76K shares | Prior unavailable — | — | ▾ |
| 03 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $968.92K | 12.26% | 2.03K shares | Prior unavailable — | — | ▾ |
| 04 | TDSCEXCHANGE LISTED FUNDS TRUSTCABANA TARGET 10 View history and evidence | $761.90K | 9.64% | 32.73K shares | Prior unavailable — | — | ▾ |
| 05 | MSFTMICROSOFT CORP View history and evidence | $620.47K | 7.85% | 1.65K shares | Prior unavailable — | — | ▾ |
| 06 | AAPLAPPLE INC View history and evidence | $501.54K | 6.35% | 2.60K shares | Prior unavailable — | — | ▾ |
| 07 | AMZNAMAZON.COM INC View history and evidence | $425.89K | 5.39% | 2.80K shares | Prior unavailable — | — | ▾ |
| 08 | VVISA INC-CLASS A SHARESCOM CL A View history and evidence | $418.64K | 5.30% | 1.61K shares | Prior unavailable — | — | ▾ |
| 09 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $315.13K | 3.99% | 663 shares | Prior unavailable — | — | ▾ |
| 10 | DNLWISDMTREE GB EX-US QL GR-USDGLB US QTLY DIV View history and evidence | $210.14K | 2.66% | 5.68K shares | Prior unavailable — | — | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2012153 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-05-03
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 7903241
}Take these holdings further.
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