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Home > Institutional Investor > Fiat Wealth Management Llc > Profile

Instuitional Investor - Fiat Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Fiat Wealth Management Llc
Portfolio Value $7,903,241
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Unitedhealth Group Inc
 UNH 4,227 $2,225,395 28.16%
2.
Vanguard Specialized Funds - DIV APP ETF
 5,763 $981,968 12.42%
3.
Ishares Trust
 IEF 2,029 $968,920 12.26%
4.
Exchange Listed Fds Tr
 32,728 $761,905 9.64%
5.
Microsoft Corp
 MSFT 1,650 $620,466 7.85%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)