Fiscal Wisdom Wealth Management, LLC Portfolio Holdings by Sector
Fiscal Wisdom Wealth Management, LLC
- $106 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Gold | Basic Materials
GORO DC EQX BTG 4 stocks |
$47.4 Million
46.38% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
SPLG SCHD QQQM PWB DIA NOBL SPHQ IUSB 37 stocks |
$24.2 Million
23.73% of portfolio
|
37
|
- |
37
|
- |
0
Calls
0
Puts
|
|
Other Precious Metals & Mining | Basic Materials
EXK 1 stocks |
$6.8 Million
6.66% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Silver | Basic Materials
SVM AG 2 stocks |
$3.86 Million
3.78% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
SKE 1 stocks |
$3.8 Million
3.72% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL REKR PLTR 4 stocks |
$3.64 Million
3.56% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
PCT 1 stocks |
$2.8 Million
2.74% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.9 Million
1.86% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$1.38 Million
1.35% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$750,660
0.74% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$674,799
0.66% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AMD 2 stocks |
$640,338
0.63% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$600,781
0.59% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$593,450
0.58% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$535,614
0.52% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$353,515
0.35% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T 1 stocks |
$335,468
0.33% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
BBWI 1 stocks |
$290,681
0.28% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$273,997
0.27% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
MYTE 1 stocks |
$235,683
0.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$220,463
0.22% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Diagnostics & Research | Healthcare
A 1 stocks |
$219,534
0.21% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$218,818
0.21% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$202,134
0.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
NAC 1 stocks |
$140,194
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
MVIS 1 stocks |
$44,250
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
PLUG 1 stocks |
$30,660
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|