Portfolio (Quarterly)
Guide ↗
Fiscal Wisdom Wealth Management, LLC
· CIK 0002053757| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IAGG | ISHARES TR | — | 6,282 | $314K | 0.30% | SOLD |
| 2 | QUAL | ISHARES TR | — | 1,416 | $272K | 0.26% | SOLD |
| 3 | PAAS | PAN AMERN SILVER CORP | Basic Materials | 4,229 | $231K | 0.22% | SOLD |
| 4 | T | AT&T INC | Communication Services | 7,712 | $224K | 0.21% | SOLD |
| 5 | — | MANAGED PORTFOLIO SERIES | — | 8,511 | $210K | 0.20% | SOLD |
| 6 | — | TIDAL TRUST I | — | 11,150 | $207K | 0.20% | SOLD |
| 7 | PDI | PIMCO DYNAMIC INCOME FD | Financial Services | 10,486 | $179K | 0.17% | SOLD |
| 8 | BTG | B2GOLD CORP | Basic Materials | 36,242 | $164K | 0.16% | SOLD |
| 9 | NFGC | NEW FOUND GOLD CORP | Basic Materials | 10,280 | $19K | 0.02% | SOLD |
Sector Allocation
Basic Materials
69.7%
Technology
8.8%
Industrials
6.4%
Financial Services
6.3%
Consumer Defensive
3.0%
Consumer Cyclical
2.2%
Healthcare
1.8%
Communication Services
1.5%
Utilities
0.4%