Fiscal Wisdom Wealth Management, LLC New Holdings in Q3 2025

Fiscal Wisdom Wealth Management, LLC

  • $106 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GORO
Gold Resource Corp

Basic Materials
48.7M
New
$0.44 - $0.86 $21.4M - $41.9M
48.7M $39.8B
EXK
Endeavour Silver Corp

Basic Materials
847K
New
$4.84 - $7.92 $4.1M - $6.71M
847K $6.8B
SKE
Skeena Resources LTD

Basic Materials
225K
New
$13.98 - $18.77 $3.14M - $4.22M
225K $3.8B
DC
Dakota Gold Corp.

Basic Materials
853K
New
$3.6 - $4.94 $3.07M - $4.21M
853K $3.66B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
45.5K
New
$72.65 - $78.68 $3.3M - $3.58M
45.5K $3.57B
EQX
Equinox Gold Corp.

Basic Materials
272K
New
$5.78 - $11.34 $1.57M - $3.08M
272K $2.99B
SVM
Silvercorp Metals Inc

Basic Materials
446K
New
$4.3 - $6.32 $1.92M - $2.82M
446K $2.84B
PCT
Pure Cycle Technologies, Inc.

Industrials
216K
New
$12.21 - $16.92 $2.64M - $3.66M
216K $2.8B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
86.3K
New
$26.38 - $27.95 $2.28M - $2.41M
86.3K $2.33B
BALT
Innovator Etfs Tr
58.1K
New
$32.11 - $32.82 $1.86M - $1.91M
58.1K $1.91B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
6.62K
New
$225.11 - $247.9 $1.49M - $1.64M
6.62K $1.65B
MSFT
Microsoft Corp

Technology
2.94K
New
$491.09 - $535.64 $1.44M - $1.57M
2.94K $1.53B
ORCL
Oracle Corp

Technology
5.58K
New
$218.96 - $328.33 $1.22M - $1.83M
5.58K $1.52B
PWB
Invesco Exchange Traded Fd Tr

ETFs
11K
New
$115.87 - $125.42 $1.27M - $1.38M
11K $1.38B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.82K
New
$435.72 - $463.74 $1.23M - $1.31M
2.82K $1.31B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
11.1K
New
$101.12 - $106.18 $1.12M - $1.17M
11.1K $1.14B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
14.5K
New
$70.77 - $73.59 $1.03M - $1.07M
14.5K $1.07B
COST
Costco Wholesale Corp

Consumer Defensive
1.1K
New
$915.95 - $994.57 $1.01M - $1.1M
1.1K $1.04B
AG
First Majestic Silver Corp

Basic Materials
80.5K
New
$7.83 - $12.41 $630K - $999K
80.5K $1.02B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
20.8K
New
$45.6 - $46.92 $950K - $977K
20.8K $981M
BTG
B2 Gold Corp

Basic Materials
177K
New
$3.32 - $4.96 $587K - $877K
177K $919M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.32K
New
$567.77 - $614.76 $750K - $812K
1.32K $811M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.99K
New
$181.56 - $190.33 $724K - $759K
3.99K $757M
IVV
Ishares Core S&P 500 ETF

ETFs
1.08K
New
$620.67 - $670.08 $672K - $726K
1.08K $727M
Ea Series Trust
33.6K
New
N/A
33.6K $683M
MCD
Mcdonalds Corp

Consumer Cyclical
2.18K
New
$291.67 - $316.99 $635K - $690K
2.18K $675M
VEA
Vanguard Ftse Developed Market

ETFs
10.2K
New
$56.02 - $60.3 $573K - $616K
10.2K $620M
UPS
United Parcel Service Inc

Industrials
6.82K
New
$82.58 - $105.54 $563K - $719K
6.82K $593M
HD
Home Depot, Inc.

Consumer Cyclical
1.38K
New
$357.4 - $423.42 $492K - $583K
1.38K $536M
GLDM
World Gold Trust

ETFs
5.84K
New
$64.73 - $76.45 $378K - $446K
5.84K $474M
VXF
Vanguard Extended Market ETF

ETFs
2.19K
New
$193.58 - $213.07 $424K - $467K
2.19K $458M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.32K
New
$100.37 - $100.74 $433K - $435K
4.32K $434M
QQQ
Invesco Qqq Trust, Series 1

ETFs
704
New
$546.99 - $602.2 $385K - $424K
704 $426M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.41K
New
$108.97 - $121.65 $372K - $415K
3.41K $411M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
6.62K
New
$54.35 - $59.32 $360K - $393K
6.62K $391M
NVDA
Nvidia Corp

Technology
2.16K
New
$153.3 - $186.58 $331K - $403K
2.16K $390M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.66K
New
$98.52 - $103.93 $360K - $380K
3.66K $385M
REKR
Rekor Systems, Inc.

Technology
139K
New
$1.05 - $1.89 $146K - $263K
139K $370M
MUB
Ishares National Muni Bond ETF

ETFs
3.39K
New
$103.24 - $106.68 $350K - $362K
3.39K $365M
CAT
Caterpillar Inc

Industrials
703
New
$390.92 - $477.15 $275K - $335K
703 $361M
AMZN
Amazon Com Inc

Consumer Cyclical
1.62K
New
$211.65 - $238.24 $343K - $386K
1.62K $354M
VGT
Vanguard Information Technolog

ETFs
469
New
$656.44 - $753.15 $308K - $353K
469 $353M
WMT
Walmart Inc.

Consumer Defensive
3.14K
New
$94.4 - $104.27 $296K - $327K
3.14K $336M
T
At&T Inc.

Communication Services
13.1K
New
$26.94 - $29.62 $354K - $389K
13.1K $335M
SPY
Spdr S&P 500 ETF Trust

ETFs
499
New
$617.65 - $666.84 $308K - $333K
499 $333M
MBB
Ishares Tr

ETFs
3.42K
New
$92.46 - $95.73 $316K - $327K
3.42K $328M
IEMG
Ishares Inc

ETFs
4.68K
New
N/A
4.68K $314M
Amplify ETF Tr
13.6K
New
N/A
13.6K $311M
EFV
Msci Eafe Value ETF

ETFs
4.52K
New
$62.79 - $68.42 $284K - $309K
4.52K $308M
Activity Summary
Buys All Purchases 82 New Holdings 82 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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