2024 Q1 Portfolio Activity
In 2024 Q1, FIAT WEALTH MANAGEMENT LLC maintained a portfolio of 13 distinct positions.
Position History
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Total Positions
13
Quarter
2024 Q1
Top Holding
UNH (28.2%)
Top 10 Concentration
94.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-13 of 13
FIAT WEALTH MANAGEMENT LLC Full Holdings List — 2024 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 28.16% | — |
#1
Prev: #—
|
9.5 |
—
|
4,227 | — |
NEW
|
4,227 | $2,225,395 | 2024 Q1 | 13F Filing | 2024-03-31 | 2024-05-15 (Est.) | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 12.42% | — |
#2
Prev: #—
|
9.0 |
—
|
5,763 | — |
NEW
|
5,763 | $981,968 | 2024 Q1 | 13F Filing | 2024-03-31 | 2024-05-15 (Est.) | |||
|
IVV
ISHARES TR
|
ETF | 12.26% | — |
#3
Prev: #—
|
8.5 |
—
|
2,029 | — |
NEW
|
2,029 | $968,920 | 2024 Q1 | 13F Filing | 2024-03-31 | 2024-05-15 (Est.) | |||
|
TDSC
EXCHANGE LISTED...
|
ETF | 9.64% | — |
#4
Prev: #—
|
7.9 |
—
|
32,728 | — |
NEW
|
32,728 | $761,905 | 2024 Q1 | 13F Filing | 2024-03-31 | 2024-05-15 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 7.85% | — |
#5
Prev: #—
|
7.1 |
—
|
1,650 | — |
NEW
|
1,650 | $620,466 | 2024 Q1 | 13F Filing | 2024-03-31 | 2024-05-15 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 6.35% | — |
#6
Prev: #—
|
6.0 |
—
|
2,605 | — |
NEW
|
2,605 | $501,541 | 2024 Q1 | 13F Filing | 2024-03-31 | 2024-05-15 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 5.39% | — |
#7
Prev: #—
|
5.7 |
—
|
2,803 | — |
NEW
|
2,803 | $425,888 | 2024 Q1 | 13F Filing | 2024-03-31 | 2024-05-15 (Est.) | |||
|
V
VISA INC
|
Financial Services | 5.30% | — |
#8
Prev: #—
|
5.6 |
—
|
1,608 | — |
NEW
|
1,608 | $418,643 | 2024 Q1 | 13F Filing | 2024-03-31 | 2024-05-15 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 3.99% | — |
#9
Prev: #—
|
5.1 |
—
|
663 | — |
NEW
|
663 | $315,131 | 2024 Q1 | 13F Filing | 2024-03-31 | 2024-05-15 (Est.) | |||
|
DNL
WISDOMTREE TR
|
Unknown | 2.66% | — |
#10
Prev: #—
|
4.6 |
—
|
5,681 | — |
NEW
|
5,681 | $210,139 | 2024 Q1 | 13F Filing | 2024-03-31 | 2024-05-15 (Est.) | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 2.66% | — |
#11
Prev: #—
|
4.6 |
—
|
675 | — |
NEW
|
675 | $209,844 | 2024 Q1 | 13F Filing | 2024-03-31 | 2024-05-15 (Est.) | |||
|
AESR
TWO RDS SHARED ...
|
ETF | 1.93% | — |
#12
Prev: #—
|
4.3 |
—
|
11,065 | — |
NEW
|
11,065 | $152,808 | 2024 Q1 | 13F Filing | 2024-03-31 | 2024-05-15 (Est.) | |||
|
RPHS
TWO RDS SHARED ...
|
Bond/Debt | 1.40% | — |
#13
Prev: #—
|
4.1 |
—
|
12,433 | — |
NEW
|
12,433 | $110,593 | 2024 Q1 | 13F Filing | 2024-03-31 | 2024-05-15 (Est.) |
Showing 1-13 of 13 holdings