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
IVE
Ishares S&P 500 Value ETF

ETFs
1.42K
New
$194.44 - $206.51 $276K - $293K
1.42K $295M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
11.2K
New
$25.09 - $33.65 $280K - $375K
11.2K $291M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.97K
New
$72.01 - $74.44 $286K - $296K
3.97K $290M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
5.42K
New
$47.75 - $54.24 $259K - $294K
5.42K $287M
GOOG
Alphabet Inc.

Communication Services
1.12K
New
$175.16 - $255.24 $195K - $285K
1.12K $282M
IBM
International Business Machines Corp

Technology
953
New
$234.77 - $292.47 $224K - $279K
953 $274M
XLF
Financial Sector Spdr

ETFs
5.09K
New
$51.37 - $54.25 $261K - $276K
5.09K $267M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.36K
New
$182.33 - $194.5 $248K - $265K
1.36K $265M
AMD
Advanced Micro Devices Inc

Technology
1.09K
New
$134.8 - $184.42 $147K - $201K
1.09K $251M
Blackrock ETF Trust Ii
4.51K
New
N/A
4.51K $241M
GOOGL
Alphabet Inc.

Communication Services
951
New
$174.36 - $254.72 $166K - $242K
951 $239M
MYTE
Myt Netherlands Parent B.V.

Consumer Cyclical
27.1K
New
N/A
27.1K $236M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.14K
New
$68.24 - $73.73 $214K - $231K
3.14K $233M
OEF
Ishares S&P 100 ETF

ETFs
689
New
N/A
689 $231M
META
Meta Platforms, Inc.

Communication Services
313
New
$695.21 - $791.73 $218K - $248K
313 $230M
Trust For Professional Manag
8.82K
New
N/A
8.82K $227M
FDVV
Fidelity High Dividend ETF

ETFs
4.04K
New
$52.42 - $55.71 $212K - $225K
4.04K $226M
FTLS
First Tr Long/Short Equity ETF

ETFs
3.19K
New
$65.78 - $69.95 $210K - $223K
3.19K $221M
PG
Procter & Gamble CO

Consumer Defensive
1.45K
New
$150.47 - $161.22 $218K - $234K
1.45K $220M
A
Agilent Technologies, Inc.

Healthcare
1.51K
New
$112.04 - $128.75 $169K - $194K
1.51K $220M
JPM
Jpmorgan Chase & CO

Financial Services
744
New
$282.78 - $316.06 $210K - $235K
744 $219M
PLTR
Palantir Technologies Inc.

Technology
1.24K
New
$130.68 - $186.97 $162K - $232K
1.24K $218M
IYW
Ishares Dj Us Tech ETF

ETFs
1.09K
New
$171.38 - $197.01 $186K - $214K
1.09K $214M
CTA
Simplify Exch Traded Fds Simpl

ETFs
7.26K
New
$26.46 - $28.43 $192K - $206K
7.26K $205M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
411
New
$459.11 - $506.91 $189K - $208K
411 $202M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
10.1K
New
$15.39 - $17.94 $155K - $181K
10.1K $158M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
11.9K
New
$10.9 - $11.58 $130K - $138K
11.9K $140M
NFGC
New Found Gold Corp.
40.3K
New
$1.34 - $2.48 $54K - $99.9K
40.3K $84.5M
MVIS
Microvision, Inc.

Technology
37.5K
New
N/A
37.5K $44.3M
PLUG
Plug Power Inc

Industrials
10.5K
New
$1.37 - $2.65 $14.4K - $27.8K
10.5K $30.7M
Hyperscale Data Inc
20K
New
N/A
20K $7.7M
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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