Fiat Wealth Management LLC
Filing Details
13F-HR • 2023-12-31
Filing Details
13F-HR • 2023-12-31- Report Date
- 2023-12-31
- Filing Date
- 2024-05-03
- Total Holdings
- 13
- Total Value
- 7903241
- Accession Number
- 0001085146-24-002205
- Form Type
- 13F-HR
- CIK
- 0002012153
- Manager Name
- Fiat Wealth Management LLC
Data Enrichment
69% identified9 identified4 unidentified
Holdings
13 positions
Manager:
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30151E715
Shares:
32728
Value:
$761.9M
97717W844
Shares:
5681
Value:
$210.1M
90214Q733
Shares:
11065
Value:
$152.8M
90214Q642
Shares:
12433
Value:
$110.6M
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| 4.2K | QoQ- YoY- | All Managers (Combined) | $2.2M | QoQ- YoY- | |
| 5.8K | QoQ- YoY- | All Managers (Combined) | $982.0K | QoQ- YoY- | |
| 2.0K | QoQ- YoY- | All Managers (Combined) | $968.9K | QoQ- YoY- | |
(cusip30151E715)✕ | 32.7K | QoQ- YoY- | All Managers (Combined) | $761.9K | QoQ- YoY- |
Microsoft Corp(MSFTcusip594918104) | 1.6K | QoQ- YoY- | All Managers (Combined) | $620.5K | QoQ- YoY- |
Apple Inc.(AAPLcusip037833100) | 2.6K | QoQ- YoY- | All Managers (Combined) | $501.5K | QoQ- YoY- |
Amazon Com Inc(AMZNcusip023135106) | 2.8K | QoQ- YoY- | All Managers (Combined) | $425.9K | QoQ- YoY- |
| 1.6K | QoQ- YoY- | All Managers (Combined) | $418.6K | QoQ- YoY- | |
| 663 | QoQ- YoY- | All Managers (Combined) | $315.1K | QoQ- YoY- | |
(cusip97717W844)✕ | 5.7K | QoQ- YoY- | All Managers (Combined) | $210.1K | QoQ- YoY- |
| 675 | QoQ- YoY- | All Managers (Combined) | $209.8K | QoQ- YoY- | |
(cusip90214Q733)✕ | 11.1K | QoQ- YoY- | All Managers (Combined) | $152.8K | QoQ- YoY- |
(cusip90214Q642)✕ | 12.4K | QoQ- YoY- | All Managers (Combined) | $110.6K | QoQ- YoY- |