The Analysis of Fiscal Wisdom Wealth Management, LLC's Holdings
Currently, Fiscal Wisdom Wealth Management, LLC holds 88 types of securities in its portfolio with a total value $106.1M. In the most recent quarter, they have increased their positions in SGOV (+5.5K shares, valued at $551.0K), N/A (+11.5K shares, valued at $287.8K), SLV (+4.4K shares, valued at $283.0K); decreased their positions in EXK (-361.8K shares, valued at $3.4M), SVM (-177.8K shares, valued at $1.5M), N/A (-57.9K shares, valued at $1.4M); initiated new positions in N/A (+11.5K shares, valued at $287.8K), SLV (+4.4K shares, valued at $283.0K), SVOL (+15.7K shares, valued at $276.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
GORO GOLD RESOURCE CORP47.6M shares-2.31%2025-12-312026-01-27
EXK ENDEAVOUR SILVER CORP484.9K shares-42.73%2025-12-312026-01-27 DC DAKOTA GOLD CORP768.8K shares-9.85%2025-12-312026-01-27 SPYM SPDR SERIES TRUST46.0K shares1.20%2025-12-312026-01-27 EQX EQUINOX GOLD CORP181.6K shares-33.13%2025-12-312026-01-27 SCHD SCHWAB STRATEGIC TR90.9K shares5.32%2025-12-312026-01-27 SVM SILVERCORP METALS INC268.4K shares-39.85%2025-12-312026-01-27 AAPL APPLE INC7.2K shares-1.42%2025-12-312026-01-27 BALT INNOVATOR ETFS TRUST58.5K shares0.65%2025-12-312026-01-27 PCT PURECYCLE TECHNOLOGIES INC226.7K shares4.83%2025-12-312026-01-27 QQQM INVESCO EXCH TRADED FD TR II6.8K shares2.34%2025-12-312026-01-27 DIA SPDR DOW JONES INDL AVERAGE3.3K shares15.91%2025-12-312026-01-27 PWB INVESCO EXCHANGE TRADED FD T11.0K shares0.00%2025-12-312026-01-27 MSFT MICROSOFT CORP2.9K shares-1.87%2025-12-312026-01-27 IUSB ISHARES TR26.4K shares26.90%2025-12-312026-01-27 NOBL PROSHARES TR11.0K shares-0.85%2025-12-312026-01-27 SPHQ INVESCO EXCHANGE TRADED FD T15.2K shares4.46%2025-12-312026-01-27 ORCL ORACLE CORP5.6K shares0.00%2025-12-312026-01-27 SGOV ISHARES TR9.8K shares127.18%2025-12-312026-01-27 COST COSTCO WHSL CORP NEW1.1K shares0.09%2025-12-312026-01-27 IVV ISHARES TR1.3K shares18.37%2025-12-312026-01-27 VEA VANGUARD TAX-MANAGED FDS13.7K shares34.29%2025-12-312026-01-27 AG FIRST MAJESTIC SILVER CORP50.4K shares-37.33%2025-12-312026-01-27 UPS UNITED PARCEL SERVICE INC6.8K shares-0.73%2025-12-312026-01-27 MCD MCDONALDS CORP2.1K shares-3.72%2025-12-312026-01-27 GLDM WORLD GOLD TR6.8K shares17.28%2025-12-312026-01-27 IVE ISHARES TR2.6K shares84.28%2025-12-312026-01-27 DYNF BLACKROCK ETF TRUST9.1K shares36.70%2025-12-312026-01-27 IVW ISHARES TR4.4K shares27.66%2025-12-312026-01-27 BUXX EA SERIES TRUST26.2K shares-22.14%2025-12-312026-01-27 VXF VANGUARD INDEX FDS2.5K shares11.91%2025-12-312026-01-27 HD HOME DEPOT INC1.4K shares3.34%2025-12-312026-01-27 CLSE TRUST FOR PROFESSIONAL MANAG17.6K shares99.57%2025-12-312026-01-27 IEMG ISHARES INC7.1K shares52.04%2025-12-312026-01-27 FTLS FIRST TR EXCH TRADED FD III6.2K shares95.32%2025-12-312026-01-27 TLH ISHARES TR4.2K shares14.24%2025-12-312026-01-27 MBB ISHARES TR4.4K shares28.30%2025-12-312026-01-27 NVDA NVIDIA CORPORATION2.2K shares1.48%2025-12-312026-01-27 CAT CATERPILLAR INC693 shares-1.42%2025-12-312026-01-27 CTA SIMPLIFY EXCHANGE TRADED FUN14.5K shares99.33%2025-12-312026-01-27 SILJ AMPLIFY ETF TR13.6K shares-0.13%2025-12-312026-01-27 EFV ISHARES TR5.2K shares14.73%2025-12-312026-01-27 WMT WALMART INC3.3K shares5.58%2025-12-312026-01-27 MUB ISHARES TR3.4K shares1.47%2025-12-312026-01-27 AMZN AMAZON COM INC1.6K shares-3.08%2025-12-312026-01-27 BTG B2GOLD CORP78.5K shares-55.58%2025-12-312026-01-27 VGT VANGUARD WORLD FD466 shares-0.64%2025-12-312026-01-27 ALPHABET INC ALPHABET INC1.1K shares0.00%2025-12-312026-01-27 SPY SPDR S&P 500 ETF TR499 shares0.00%2025-12-312026-01-27 OEF ISHARES TR992 shares43.98%2025-12-312026-01-27 LUXE LUXEXPERIENCE BV38.3K shares41.44%2025-12-312026-01-27 ALPHABET INC ALPHABET INC1.0K shares6.10%2025-12-312026-01-27 BINC BLACKROCK ETF TRUST II5.9K shares30.42%2025-12-312026-01-27 FBCG FIDELITY COVINGTON TRUST5.5K shares1.07%2025-12-312026-01-27 SLV ISHARES SILVER TR4.4K sharesnew addition2025-12-312026-01-27 IBM INTERNATIONAL BUSINESS MACHS953 shares0.00%2025-12-312026-01-27 BTAL AGF INVTS TR19.6K shares94.24%2025-12-312026-01-27 XLF SELECT SECTOR SPDR TR5.1K shares0.00%2025-12-312026-01-27 SVOL SIMPLIFY EXCHANGE TRADED FUN15.7K sharesnew addition2025-12-312026-01-27 FDVV FIDELITY COVINGTON TRUST4.4K shares7.64%2025-12-312026-01-27 DE DEERE & CO518 shares0.00%2025-12-312026-01-27 IAGG ISHARES TR4.8K sharesnew addition2025-12-312026-01-27 JPM JPMORGAN CHASE & CO.729 shares-2.02%2025-12-312026-01-27 PAAS PAN AMERN SILVER CORP4.3K sharesnew addition2025-12-312026-01-27 PLTR PALANTIR TECHNOLOGIES INC1.3K shares0.81%2025-12-312026-01-27 AMD ADVANCED MICRO DEVICES INC999 shares-8.26%2025-12-312026-01-27 PG PROCTER AND GAMBLE CO1.5K shares2.76%2025-12-312026-01-27 VFH VANGUARD WORLD FD1.6K sharesnew addition2025-12-312026-01-27 IYW ISHARES TR1.1K shares-2.21%2025-12-312026-01-27 VXUS VANGUARD STAR FDS2.8K shares-11.28%2025-12-312026-01-27 BBWI BATH & BODY WORKS INC10.4K shares-6.59%2025-12-312026-01-27 META META PLATFORMS INC313 shares0.00%2025-12-312026-01-27 QUAL ISHARES TR1.0K shares-24.74%2025-12-312026-01-27 A AGILENT TECHNOLOGIES INC1.5K shares-2.33%2025-12-312026-01-27 REKR REKOR SYSTEMS INC123.1K shares-11.50%2025-12-312026-01-27 NAC NUVEEN CA QUALTY MUN INCOME11.9K shares0.00%2025-12-312026-01-27 NFGC NEW FOUND GOLD CORP40.3K shares0.00%2025-12-312026-01-27 TE T1 ENERGY INC15.5K sharesnew addition2025-12-312026-01-27 MVIS MICROVISION INC DEL37.5K shares0.00%2025-12-312026-01-27 PLUG PLUG POWER INC10.5K shares0.00%2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available