FIAT WEALTH MANAGEMENT LLC
Q4 2023 13F Holdings
- Locationwayzata, MN
- Num holdings
13
- Value ($000)
$7,903
- Date Filed05/03/2024
- Form type13F-HR
- CIK0002012153
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2023 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
UNH UNITEDHEALTH GROUP INC | COM | 91324P102 | $2.23M | 28 % | 4,227 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $981.97K | 12 % | 5,763 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $968.92K | 12 % | 2,029 | ||
TDSC EXCHANGE LISTED FDS TR | CABANA TARGET 10 | 30151E715 | $761.90K | 10 % | 32,728 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $620.47K | 8 % | 1,650 | ||
AAPL APPLE INC | COM | 037833100 | $501.54K | 6 % | 2,605 | ||
AMZN AMAZON COM INC | COM | 023135106 | $425.89K | 5 % | 2,803 | ||
V VISA INC | COM CL A | 92826C839 | $418.64K | 5 % | 1,608 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $315.13K | 4 % | 663 | ||
DNL WISDOMTREE TR | GLB US QTLY DIV | 97717W844 | $210.14K | 3 % | 5,681 |
Rows Per Page
1 - 10 of 1310
- 10
- 50
- 100