The Analysis of Fiscal Wisdom Wealth Management, LLC's Holdings


Currently, Fiscal Wisdom Wealth Management, LLC holds 82 types of securities in its portfolio with a total value $105.6M. In the most recent quarter, they have increased their positions in GORO (+48.7M shares, valued at $39.8M), EXK (+846.8K shares, valued at $6.8M), SKE (+224.7K shares, valued at $3.8M); initiated new positions in GORO (+48.7M shares, valued at $39.8M), EXK (+846.8K shares, valued at $6.8M), SKE (+224.7K shares, valued at $3.8M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
GORO GOLD RESOURCE CORP48.7M sharesnew addition2025-09-302025-11-07history
EXK ENDEAVOUR SILVER CORP846.8K sharesnew addition2025-09-302025-11-07history
SKE SKEENA RES LTD NEW224.7K sharesnew addition2025-09-302025-11-07history
DC DAKOTA GOLD CORP852.8K sharesnew addition2025-09-302025-11-07history
SPYM SPDR SERIES TRUST45.5K sharesnew addition2025-09-302025-11-07history
EQX EQUINOX GOLD CORP271.6K sharesnew addition2025-09-302025-11-07history
SVM SILVERCORP METALS INC446.2K sharesnew addition2025-09-302025-11-07history
PCT PURECYCLE TECHNOLOGIES INC216.2K sharesnew addition2025-09-302025-11-07history
Sponsored
SCHD SCHWAB STRATEGIC TR86.3K sharesnew addition2025-09-302025-11-07history
BALT INNOVATOR ETFS TRUST58.1K sharesnew addition2025-09-302025-11-07history
AAPL APPLE INC7.3K sharesnew addition2025-09-302025-11-07history
QQQM INVESCO EXCH TRADED FD TR II6.6K sharesnew addition2025-09-302025-11-07history
MSFT MICROSOFT CORP2.9K sharesnew addition2025-09-302025-11-07history
ORCL ORACLE CORP5.6K sharesnew addition2025-09-302025-11-07history
PWB INVESCO EXCHANGE TRADED FD T11.0K sharesnew addition2025-09-302025-11-07history
DIA SPDR DOW JONES INDL AVERAGE2.8K sharesnew addition2025-09-302025-11-07history
Sponsored
NOBL PROSHARES TR11.1K sharesnew addition2025-09-302025-11-07history
SPHQ INVESCO EXCHANGE TRADED FD T14.5K sharesnew addition2025-09-302025-11-07history
COST COSTCO WHSL CORP NEW1.1K sharesnew addition2025-09-302025-11-07history
AG FIRST MAJESTIC SILVER CORP80.5K sharesnew addition2025-09-302025-11-07history
IUSB ISHARES TR20.8K sharesnew addition2025-09-302025-11-07history
BTG B2GOLD CORP176.8K sharesnew addition2025-09-302025-11-07history
VOO VANGUARD INDEX FDS1.3K sharesnew addition2025-09-302025-11-07history
RSP INVESCO EXCHANGE TRADED FD T4.0K sharesnew addition2025-09-302025-11-07history
Sponsored
IVV ISHARES TR1.1K sharesnew addition2025-09-302025-11-07history
BUXX EA SERIES TRUST33.6K sharesnew addition2025-09-302025-11-07history
MCD MCDONALDS CORP2.2K sharesnew addition2025-09-302025-11-07history
VEA VANGUARD TAX-MANAGED FDS10.2K sharesnew addition2025-09-302025-11-07history
UPS UNITED PARCEL SERVICE INC6.8K sharesnew addition2025-09-302025-11-07history
HD HOME DEPOT INC1.4K sharesnew addition2025-09-302025-11-07history
GLDM WORLD GOLD TR5.8K sharesnew addition2025-09-302025-11-07history
VXF VANGUARD INDEX FDS2.2K sharesnew addition2025-09-302025-11-07history
Sponsored
SGOV ISHARES TR4.3K sharesnew addition2025-09-302025-11-07history
QQQ INVESCO QQQ TR704 sharesnew addition2025-09-302025-11-07history
IVW ISHARES TR3.4K sharesnew addition2025-09-302025-11-07history
DYNF BLACKROCK ETF TRUST6.6K sharesnew addition2025-09-302025-11-07history
NVDA NVIDIA CORPORATION2.2K sharesnew addition2025-09-302025-11-07history
TLH ISHARES TR3.7K sharesnew addition2025-09-302025-11-07history
REKR REKOR SYSTEMS INC139.1K sharesnew addition2025-09-302025-11-07history
MUB ISHARES TR3.4K sharesnew addition2025-09-302025-11-07history
Sponsored
CAT CATERPILLAR INC703 sharesnew addition2025-09-302025-11-07history
AMZN AMAZON COM INC1.6K sharesnew addition2025-09-302025-11-07history
VGT VANGUARD WORLD FD469 sharesnew addition2025-09-302025-11-07history
WMT WALMART INC3.1K sharesnew addition2025-09-302025-11-07history
T AT&T INC13.1K sharesnew addition2025-09-302025-11-07history
SPY SPDR S&P 500 ETF TR499 sharesnew addition2025-09-302025-11-07history
MBB ISHARES TR3.4K sharesnew addition2025-09-302025-11-07history
IEMG ISHARES INC4.7K sharesnew addition2025-09-302025-11-07history
Sponsored
SILJ AMPLIFY ETF TR13.6K sharesnew addition2025-09-302025-11-07history
EFV ISHARES TR4.5K sharesnew addition2025-09-302025-11-07history
IVE ISHARES TR1.4K sharesnew addition2025-09-302025-11-07history
BBWI BATH & BODY WORKS INC11.2K sharesnew addition2025-09-302025-11-07history
SPLV INVESCO EXCH TRADED FD TR II4.0K sharesnew addition2025-09-302025-11-07history
FBCG FIDELITY COVINGTON TRUST5.4K sharesnew addition2025-09-302025-11-07history
GOOG ALPHABET INC1.1K sharesnew addition2025-09-302025-11-07history
IBM INTERNATIONAL BUSINESS MACHS953 sharesnew addition2025-09-302025-11-07history
Sponsored
XLF SELECT SECTOR SPDR TR5.1K sharesnew addition2025-09-302025-11-07history
QUAL ISHARES TR1.4K sharesnew addition2025-09-302025-11-07history
AMD ADVANCED MICRO DEVICES INC1.1K sharesnew addition2025-09-302025-11-07history
BINC BLACKROCK ETF TRUST II4.5K sharesnew addition2025-09-302025-11-07history
DE DEERE & CO518 sharesnew addition2025-09-302025-11-07history
GOOGL ALPHABET INC951 sharesnew addition2025-09-302025-11-07history
LUXE LUXEXPERIENCE BV27.1K sharesnew addition2025-09-302025-11-07history
VXUS VANGUARD STAR FDS3.1K sharesnew addition2025-09-302025-11-07history
Sponsored
OEF ISHARES TR689 sharesnew addition2025-09-302025-11-07history
META META PLATFORMS INC313 sharesnew addition2025-09-302025-11-07history
CLSE TRUST FOR PROFESSIONAL MANAG8.8K sharesnew addition2025-09-302025-11-07history
FDVV FIDELITY COVINGTON TRUST4.0K sharesnew addition2025-09-302025-11-07history
FTLS FIRST TR EXCH TRADED FD III3.2K sharesnew addition2025-09-302025-11-07history
PG PROCTER AND GAMBLE CO1.4K sharesnew addition2025-09-302025-11-07history
A AGILENT TECHNOLOGIES INC1.5K sharesnew addition2025-09-302025-11-07history
JPM JPMORGAN CHASE & CO.744 sharesnew addition2025-09-302025-11-07history
Sponsored
PLTR PALANTIR TECHNOLOGIES INC1.2K sharesnew addition2025-09-302025-11-07history
IYW ISHARES TR1.1K sharesnew addition2025-09-302025-11-07history
CTA SIMPLIFY EXCHANGE TRADED FUN7.3K sharesnew addition2025-09-302025-11-07history
BRK.B BERKSHIRE HATHAWAY INC DEL411 sharesnew addition2025-09-302025-11-07history
BTAL AGF INVTS TR10.1K sharesnew addition2025-09-302025-11-07history
NAC NUVEEN CA QUALTY MUN INCOME11.9K sharesnew addition2025-09-302025-11-07history
NFGC NEW FOUND GOLD CORP40.3K sharesnew addition2025-09-302025-11-07history
MVIS MICROVISION INC DEL37.5K sharesnew addition2025-09-302025-11-07history
Sponsored
PLUG PLUG POWER INC10.5K sharesnew addition2025-09-302025-11-07history
GPUS HYPERSCALE DATA INC20.0K sharesnew addition2025-09-302025-11-07history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available