Fiat Wealth Management LLC Portfolio Holdings by Sector
Fiat Wealth Management LLC
- $7.9 Billion
- Q4 2023
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VIG IVV TDSC SPY DNL VUG AESR RPHS 8 stocks |
$3.71 Million
46.96% of portfolio
|
  8  
|
- |
  8  
|
- |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$2.23 Million
28.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$620,466
7.85% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$501,541
6.35% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$425,888
5.39% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$418,643
5.3% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|