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FIAT WEALTH MANAGEMENT LLC
Period ended Dec 31, 2023 · Latest filing May 3, 2024
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Dec 31, 2023: $7,903,241
More quarters will appear as history becomes available.
Top holdings
Top 10 at Dec 31, 2023. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- UNITEDHEALTH GROUP INC · COM · 91324P102 · shares: $2,225,395
- VANGUARD SPECIALIZED FUNDS · DIV APP ETF · 921908844 · shares: $981,968
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $968,920
- EXCHANGE LISTED FDS TR · CABANA TARGET 10 · 30151E715 · shares: $761,905
- MICROSOFT CORP · COM · 594918104 · shares: $620,466
- APPLE INC · COM · 037833100 · shares: $501,541
- AMAZON COM INC · COM · 023135106 · shares: $425,888
- VISA INC · COM CL A · 92826C839 · shares: $418,643
- SPDR S&P 500 ETF TR · TR UNIT · 78462F103 · shares: $315,131
- WISDOMTREE TR · GLB US QTLY DIV · 97717W844 · shares: $210,139
Reported holdings
13 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 4,227 shares | $2,225,395 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 5,763 shares | $981,968 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 2,029 shares | $968,920 |
| EXCHANGE LISTED FDS TR | CABANA TARGET 10 | 30151E715 | — | 32,728 shares | $761,905 |
| MICROSOFT CORP | COM | 594918104 | — | 1,650 shares | $620,466 |
| APPLE INC | COM | 037833100 | — | 2,605 shares | $501,541 |
| AMAZON COM INC | COM | 023135106 | — | 2,803 shares | $425,888 |
| VISA INC | COM CL A | 92826C839 | — | 1,608 shares | $418,643 |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | — | 663 shares | $315,131 |
| WISDOMTREE TR | GLB US QTLY DIV | 97717W844 | — | 5,681 shares | $210,139 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | — | 675 shares | $209,844 |
| TWO RDS SHARED TR | ANFIELD US EQU | 90214Q733 | — | 11,065 shares | $152,808 |
| TWO RDS SHARED TR | REGENTS PK HDGD | 90214Q642 | — | 12,433 shares | $110,593 |