13F-HR filed by FIAT WEALTH MANAGEMENT LLC
FIAT WEALTH MANAGEMENT LLC filed this 13F-HR for the quarter ended 2023-12-31, filed 2024-05-03, with 13 holding rows worth $7,903,241.
- Accession
- 0001085146-24-002205
- Filer
- CIK 2012153
- Filed
- 2024-05-03
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2023
A combination report, 13 entries on the cover page, a total value of $7,903,241 stated on the cover page (in dollars after the unit check, H1), rows summing to $7,903,241 with VALUE read as dollars as filed, 13F file number 028-24093. The quarter's positions are built on this report. The resolved quarter.
Other managers
- reports for this filerTOWNSQUARE CAPITAL LLC028-19141
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| UnitedHealth Group Inc | 91324P102 | COM | 4,227 | $2,225,395 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 5,763 | $981,968 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 2,029 | $968,920 | dollars as filed | |
| EXCHANGE LISTED FDS TR | 30151E715 | ETC CABANA TARGT | 32,728 | $761,905 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,650 | $620,466 | dollars as filed | |
| Apple Inc | 037833100 | COM | 2,605 | $501,541 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,803 | $425,888 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,608 | $418,643 | dollars as filed | |
| SPY | 78462F103 | SHS | 663 | $315,131 | dollars as filed | |
| WISDOMTREE TR | 97717W844 | GLB US QTLY DIV | 5,681 | $210,139 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 675 | $209,844 | dollars as filed | |
| TWO RDS SHARED TR | 90214Q733 | ANFIELD US EQU | 11,065 | $152,808 | dollars as filed | |
| TWO RDS SHARED TR | 90214Q642 | REGENTS PK HDGD | 12,433 | $110,593 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-24-002205 | this filing | 2024-05-03 | acceptance time not in the bulk data set |