Portfolio (Quarterly)
Guide ↗
Fiscal Wisdom Wealth Management, LLC
· CIK 0002053757| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | AG | FIRST MAJESTIC SILVER CORP | Basic Materials | 50,449 | $840K | 0.79% | SOLD |
| 2 | CTA | SIMPLIFY EXCHANGE TRADED FUN | — | 14,471 | $394K | 0.37% | SOLD |
| 3 | OEF | ISHARES TR | — | 992 | $340K | 0.32% | SOLD |
| 4 | BTAL | AGF INVTS TR | — | 19,599 | $282K | 0.27% | SOLD |
| 5 | SVOL | SIMPLIFY EXCHANGE TRADED FUN | — | 15,715 | $276K | 0.26% | SOLD |
| 6 | IAU | ISHARES GOLD TR | Financial Services | 2,918 | $237K | 0.22% | SOLD |
| 7 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,251 | $222K | 0.21% | SOLD |
| 8 | AMD | ADVANCED MICRO DEVICES INC | Technology | 999 | $214K | 0.20% | SOLD |
| 9 | IYW | ISHARES TR | — | 1,061 | $212K | 0.20% | SOLD |
| 10 | VXUS | VANGUARD STAR FDS | — | 2,785 | $210K | 0.20% | SOLD |
| 11 | BBWI | BATH & BODY WORKS INC | Consumer Cyclical | 10,415 | $209K | 0.20% | SOLD |
| 12 | META | META PLATFORMS INC | Communication Services | 313 | $207K | 0.20% | SOLD |
| 13 | A | AGILENT TECHNOLOGIES INC | Healthcare | 1,470 | $200K | 0.19% | SOLD |
Sector Allocation
Basic Materials
74.6%
Technology
7.4%
Financial Services
6.5%
Industrials
4.6%
Consumer Defensive
2.6%
Consumer Cyclical
2.2%
Communication Services
1.3%
Healthcare
0.9%