StockDriftsStockDriftsTop 13 Fiat Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | 28.16% | 4.2K | $2.2M | new | — | 2023-12-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 12.42% | 5.8K | $982K | new | — | 2023-12-31 | |
| IVV | ISHARES TR | 12.26% | 2.0K | $969K | new | — | 2023-12-31 | |
| TDSC | EXCHANGE LISTED FDS TR | 9.64% | 32.7K | $762K | new | — | 2023-12-31 | |
| MSFT | MICROSOFT CORP | 7.85% | 1.6K | $620K | new | — | 2023-12-31 | |
| AAPL | APPLE INC | 6.35% | 2.6K | $502K | new | — | 2023-12-31 | |
| AMZN | AMAZON COM INC | 5.39% | 2.8K | $426K | new | — | 2023-12-31 | |
| V | VISA INC | 5.3% | 1.6K | $419K | new | — | 2023-12-31 | |
| SPY | SPDR S&P 500 ETF TR | 3.99% | 663 | $315K | new | — | 2023-12-31 | |
| DNL | WISDOMTREE TR | 2.66% | 5.7K | $210K | new | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Fiat Wealth Management Llc reports $7.90M in US-listed equity holdings across 13 positions in its most recent 13F filing. Its largest disclosed positions are UNH (28.2%), VIG (12.4%) and IVV (12.3%). Figures reflect the Q1 2024 filing.
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Holdings on this page are parsed from Fiat Wealth Management Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2012153). View Fiat Wealth Management Llc’s 13F filings on SEC