13F COMBINATION REPORT
FIAT WEALTH MANAGEMENT LLC
Quarter ended Q1 2024 · Filed May 3, 2024 · Accession 0001085146-24-002205
Total Value
$7.9M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITEDHEALTH GROUP INC | UNH | 4,227 | $2.2M | 28.16% |
| 2 | VANGUARD SPECIALIZED FUNDS | 921908844 | 5,763 | $981,968 | 12.42% |
| 3 | ISHARES TR | 464287200 | 2,029 | $968,920 | 12.26% |
| 4 | EXCHANGE LISTED FDS TR | 30151E715 | 32,728 | $761,905 | 9.64% |
| 5 | MICROSOFT CORP | MSFT | 1,650 | $620,466 | 7.85% |
| 6 | APPLE INC | AAPL | 2,605 | $501,541 | 6.35% |
| 7 | AMAZON COM INC | AMZN | 2,803 | $425,888 | 5.39% |
| 8 | VISA INC | V | 1,608 | $418,643 | 5.30% |
| 9 | SPDR S&P 500 ETF TR | SPY | 663 | $315,131 | 3.99% |
| 10 | WISDOMTREE TR | WT | 5,681 | $210,139 | 2.66% |
| 11 | VANGUARD INDEX FDS | 922908736 | 675 | $209,844 | 2.66% |
| 12 | TWO RDS SHARED TR | 90214Q733 | 11,065 | $152,808 | 1.93% |
| 13 | TWO RDS SHARED TR | 90214Q642 | 12,433 | $110,593 | 1.40% |