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 |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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