Fiat Wealth Management LLC Portfolio Holdings

Fiat Wealth Management LLC

  • $7.9 Billion
  • Q4 2023

Fiat Wealth Management LLC has filed its 13F form on May 03, 2024 for Q4 2023 where it was disclosed a total value porftolio of $7.9 Billion distributed in 13 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Unitedhealth Group Inc with a value of $2.23B, Vanguard Dividend Appreciation with a value of $982M, Ishares Core S&P 500 ETF with a value of $969M, Exchange Listed Fds Tr Cabana with a value of $762M, and Microsoft Corp with a value of $620M.

Examining the 13F form we can see an increase of $7.9B in the current position value.

Fiat Wealth Management LLC is based out at Wayzata, MN

Below you can find more details about Fiat Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $7.9 Billion
ETFs: $3.71 Billion
Healthcare: $2.23 Billion
Technology: $1.12 Billion
Consumer Cyclical: $426 Million
Financial Services: $419 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$476B
$2.23 Billion 28.16% of portfolio
4,227
Q4 2023 New
$0
$982 Million 12.42% of portfolio
5,763
Q4 2023 New
$0
$969 Million 12.26% of portfolio
2,029
Q4 2023 New
$0
$762 Million 9.64% of portfolio
32,728
Q4 2023 New
$3.33T
$620 Million 7.85% of portfolio
1,650
Q4 2023 New
$3.38T
$502 Million 6.35% of portfolio
2,605
Q4 2023 New
$1.97T
$426 Million 5.39% of portfolio
2,803
Q4 2023 New
$429B
$419 Million 5.3% of portfolio
1,608
Q4 2023 New
$0
$315 Million 3.99% of portfolio
663
Q4 2023 New
$0
$210 Million 2.66% of portfolio
675
Q4 2023 New
$0
$210 Million 2.66% of portfolio
5,681
Q4 2023 New
$0
$153 Million 1.93% of portfolio
11,065
Q4 2023 New
$0
$111 Million 1.4% of portfolio
12,433
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 13
  • Current Value $7.9 Billion
  • Filing
  • Period Q4 2023
  • Filing Date May 03, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 13 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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