13FBOX
FIAT WEALTH MANAGEMENT LLC · 13F Holdings
Options Calculator Rankings

FIAT WEALTH MANAGEMENT LLC

No.10352 Data as of 2023Q4
Latest AUM (Q4 2023)
$7.9M
QoQ Change Q3 2023
+$7.9Mnew
Holdings
13
New Buys
13
Adds
0
Reduces
0
Exits
0
Unchanged
0
Holdings Value Trend
Stock Ownership TrendPortfolio %Prev Q %Q4 2023 ValueQ4 2023 SharesPrev Q ValuePrev Q SharesShares ChangeAction
UNITEDHEALTH GROUP INCUNH
28.16%$2.2M4,227$00+4,227New Buy
VVANGUARD SPECIALIZED FUNDSVIG
12.42%$981,9685,763$00+5,763New Buy
IISHARES TRIVV
12.26%$968,9202,029$00+2,029New Buy
EETC CABANA TARGET DRAWDOWN 10 ETFTDSC
9.64%$761,90532,728$00+32,728New Buy
MICROSOFT CORPMSFT
7.85%$620,4661,650$00+1,650New Buy
APPLE INCAAPL
6.35%$501,5412,605$00+2,605New Buy
AMAZON COM INCAMZN
5.39%$425,8882,803$00+2,803New Buy
VISA INCV
5.3%$418,6431,608$00+1,608New Buy
SSTATE STR SPDR S&P 500 ETF TSPY
3.99%$315,131663$00+663New Buy
WWISDOMTREE GLOBAL EX-U.S. QUALITY GROWTH FUNDDNL
2.66%$210,1395,681$00+5,681New Buy
VVANGUARD INDEX FDSVUG
2.66%$209,844675$00+675New Buy
TTWO RDS SHARED TR
1.93%$152,80811,065$00+11,065New Buy
RREGENTS PARK HEDGED MARKET STRATEGY ETF
1.4%$110,59312,433$00+12,433New Buy

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Net Outflow Net Inflow