Tempus-Wealth-Planning

AI_NATIVE detailed information: This accession holds the following tickers:[
  "RNG",
  "ODD",
  null,
  "HUM",
  null,
  "FNDF",
  "FNDA",
  null,
  "ABBV",
  "GOOGL",
  null,
  "FOLD",
  "SCHH",
  "T",
  "EVH",
  null,
  "AVGO",
  "ARCC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "RXST",
  "EBAY",
  null,
  "PHK",
  null,
  "NE",
  null,
  "ALVO",
  "GIS",
  null,
  "MUC",
  "HON",
  "HD",
  "CCD",
  null,
  "MCD",
  null,
  null,
  "FNV",
  null,
  "QCOM",
  "OSCR",
  null,
  "EMXC",
  null,
  "AMAT",
  "MUB",
  "META",
  null,
  null,
  "IVW",
  "PDSB",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FINW",
  null,
  null,
  null,
  "KMI",
  null,
  null,
  null,
  "RPD",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "ENPH",
  "GE",
  "HSY",
  "IJR",
  "EFG",
  "ORCL",
  null,
  null,
  null,
  "PYPL",
  "PEP",
  "IEMG",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  "HLN",
  "NVDA",
  "INTC",
  "GEHC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  null,
  "FNDX",
  null,
  "ROK",
  null,
  "TMDX",
  null,
  "SCHX",
  null,
  null,
  "O",
  "SNA",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  "SPYG",
  null,
  null,
  "SPLG",
  null,
  null,
  "SBUX",
  "TGT",
  "TJX",
  "MET",
  "RCL",
  "RKLB",
  "SCHW",
  "ACVA",
  null,
  null,
  null,
  null,
  null,
  "VIG",
  null,
  "TENB",
  "ULTA",
  null,
  "VYM",
  null,
  "DD",
  "MGC",
  null,
  "SRPT",
  null,
  "AMD",
  "F",
  "WM",
  "FSLR",
  "HSIC",
  "AMZN",
  "NIO",
  null,
  null,
  null,
  null,
  "NNOX",
  null,
  "IVE",
  null,
  null,
  "DOX",
  null,
  null,
  null,
  "DKNG",
  "VGT",
  "VUG",
  "VYMI",
  "VB",
  "V",
  "WMT",
  "WFC",
  null,
  null,
  null,
  "WYNN",
  null,
  null,
  null,
  null,
  "DVY",
  "SCHG",
  "SCHF",
  "SCHA",
  "JBHT",
  "JKHY",
  "LSPD",
  "LH",
  "MOH",
  "CRM",
  null,
  null,
  null,
  null,
  null,
  null,
  "GEV",
  "MCK",
  "SPYV",
  null,
  "EXR",
  "ESGU",
  null,
  "AZO",
  "BAC",
  "BRK-B",
  null,
  null,
  "BA",
  "BMY",
  "CNI",
  "CVX",
  "CSCO",
  "KO",
  "COHR",
  "CTSH",
  "COP",
  "COST",
  "CVS",
  "DDOG",
  null,
  "NKE",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "APO",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 252
Total Value: 334788602
Accession Number: 0001085146-25-002656
Form Type: 13F-HR
CIK: tempus-wealth-planning
Manager Name: Tempus-Wealth-Planning

Data Enrichment

62% identified

155 identified97 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

252 positions • $334.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 10 of 13

Sort by:

Mondelez International, Inc.

MDLZ|609207105

Shares:5.5K

Value:$376.5K

% of Portfolio:0.1% ($376.5K/$334.8M)

Oddity Tech Ltd

ODD|M7518J104

Shares:8.5K

Value:$369.1K

% of Portfolio:0.1% ($369.1K/$334.8M)

HENRY SCHEIN INC

HSIC|806407102

Shares:5.3K

Value:$361.1K

% of Portfolio:0.1% ($361.1K/$334.8M)

Rapid7, Inc.

RPD|753422104

Shares:13.5K

Value:$358.7K

% of Portfolio:0.1% ($358.7K/$334.8M)

COHERENT CORP.

COHR|19247G107

Shares:5.4K

Value:$351.6K

% of Portfolio:0.1% ($351.6K/$334.8M)

Salesforce, Inc.

CRM|79466L302

Shares:1.3K

Value:$349.9K

% of Portfolio:0.1% ($349.9K/$334.8M)

81369Y506

Shares:3.7K

Value:$349.2K

% of Portfolio:0.1% ($349.2K/$334.8M)

RingCentral, Inc.

RNG|76680R206

Shares:13.9K

Value:$343.6K

% of Portfolio:0.1% ($343.6K/$334.8M)

EBAY INC

EBAY|278642103

Shares:5.0K

Value:$341.2K

% of Portfolio:0.1% ($341.2K/$334.8M)

COCA COLA CO

KO|191216100

Shares:4.7K

Value:$340.1K

% of Portfolio:0.1% ($340.1K/$334.8M)

97717W547

Shares:4.1K

Value:$339.8K

% of Portfolio:0.1% ($339.8K/$334.8M)

G0896C103

Shares:12.7K

Value:$338.9K

% of Portfolio:0.1% ($338.9K/$334.8M)

REALTY INCOME CORP

O|756109104

Shares:5.7K

Value:$331.7K

% of Portfolio:0.1% ($331.7K/$334.8M)

78464A607

Shares:3.3K

Value:$329.0K

% of Portfolio:0.1% ($329.0K/$334.8M)

CONOCOPHILLIPS

COP|20825C104

Shares:3.0K

Value:$318.8K

% of Portfolio:0.1% ($318.8K/$334.8M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:9.2K

Value:$313.0K

% of Portfolio:0.1% ($313.0K/$334.8M)

46435U168

Shares:13.4K

Value:$310.6K

% of Portfolio:0.1% ($310.6K/$334.8M)

46138E537

Shares:13.1K

Value:$301.8K

% of Portfolio:0.1% ($301.8K/$334.8M)

464287457

Shares:3.6K

Value:$298.3K

% of Portfolio:0.1% ($298.3K/$334.8M)

Rocket Lab USA, Inc.

RKLB|773122106

Shares:16.7K

Value:$297.8K

% of Portfolio:0.1% ($297.8K/$334.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Mondelez International, Inc.(MDLZcusip609207105)	5.5K	QoQ +50.01% (+1.9K) YoY +65.93% (+2.2K)	All Managers (Combined)	$376.5K	0.1% ($376.5K/$334.8M)	QoQ +70.41% (+$155.6K) YoY +60.82% (+$142.4K)
Oddity Tech Ltd(ODDcusipM7518J104)	8.5K	QoQ NEW(+8.5K) YoY NEW(+8.5K)	All Managers (Combined)	$369.1K	0.1% ($369.1K/$334.8M)	QoQ NEW(+$369.1K) YoY NEW(+$369.1K)
HENRY SCHEIN INC(HSICcusip806407102)	5.3K	QoQ 0.00% (-0) YoY +21.30% (+926)	All Managers (Combined)	$361.1K	0.1% ($361.1K/$334.8M)	QoQ -1.02% (-$3.7K) YoY +10.01% (+$32.9K)
Rapid7, Inc.(RPDcusip753422104)	13.5K	QoQ +114.84% (+7.2K) YoY NEW(+13.5K)	All Managers (Combined)	$358.7K	0.1% ($358.7K/$334.8M)	QoQ +41.57% (+$105.3K) YoY NEW(+$358.7K)
COHERENT CORP.(COHRcusip19247G107)	5.4K	QoQ NEW(+5.4K) YoY NEW(+5.4K)	All Managers (Combined)	$351.6K	0.1% ($351.6K/$334.8M)	QoQ NEW(+$351.6K) YoY NEW(+$351.6K)
Salesforce, Inc.(CRMcusip79466L302)	1.3K	QoQ 0.00% (-0) YoY +39.16% (+367)	All Managers (Combined)	$349.9K	0.1% ($349.9K/$334.8M)	QoQ -19.71% (-$85.9K) YoY +23.99% (+$67.7K)
(cusip81369Y506)✕	3.7K	QoQ -15.66% (-694) YoY NEW(+3.7K)	All Managers (Combined)	$349.2K	0.1% ($349.2K/$334.8M)	QoQ -7.99% (-$30.3K) YoY NEW(+$349.2K)
RingCentral, Inc.(RNGcusip76680R206)	13.9K	QoQ NEW(+13.9K) YoY NEW(+13.9K)	All Managers (Combined)	$343.6K	0.1% ($343.6K/$334.8M)	QoQ NEW(+$343.6K) YoY NEW(+$343.6K)
EBAY INC(EBAYcusip278642103)	5.0K	QoQ -26.28% (-1.8K) YoY -41.01% (-3.5K)	All Managers (Combined)	$341.2K	0.1% ($341.2K/$334.8M)	QoQ -19.40% (-$82.1K) YoY -24.30% (-$109.5K)
COCA COLA CO(KOcusip191216100)	4.7K	QoQ -0.41% (-20) YoY NEW(+4.7K)	All Managers (Combined)	$340.1K	0.1% ($340.1K/$334.8M)	QoQ +14.55% (-$43.2K) YoY NEW(+$340.1K)
(cusip97717W547)✕	4.1K	QoQ -77.19% (-14.0K) YoY NEW(+4.1K)	All Managers (Combined)	$339.8K	0.1% ($339.8K/$334.8M)	QoQ -77.58% (-$1.2M) YoY NEW(+$339.8K)
(cusipG0896C103)✕	12.7K	QoQ +4.70% (-571) YoY NEW(+12.7K)	All Managers (Combined)	$338.9K	0.1% ($338.9K/$334.8M)	QoQ -1.21% (-$4.2K) YoY NEW(+$338.9K)
REALTY INCOME CORP(Ocusip756109104)	5.7K	QoQ NEW(+5.7K) YoY NEW(+5.7K)	All Managers (Combined)	$331.7K	0.1% ($331.7K/$334.8M)	QoQ NEW(+$331.7K) YoY NEW(+$331.7K)
(cusip78464A607)✕	3.3K	QoQ +0.06% (+2) YoY NEW(+3.3K)	All Managers (Combined)	$329.0K	0.1% ($329.0K/$334.8M)	QoQ +0.31% (+$1.0K) YoY NEW(+$329.0K)
CONOCOPHILLIPS(COPcusip20825C104)	3.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$318.8K	0.1% ($318.8K/$334.8M)	QoQ +5.89% (+$17.8K) YoY -17.48% (-$67.6K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	9.2K	QoQ +4.38% (+385) YoY NEW(+9.2K)	All Managers (Combined)	$313.0K	0.1% ($313.0K/$334.8M)	QoQ +13.64% (+$37.6K) YoY NEW(+$313.0K)
(cusip46435U168)✕	13.4K	QoQ -16.78% (-2.7K) YoY NEW(+13.4K)	All Managers (Combined)	$310.6K	0.1% ($310.6K/$334.8M)	QoQ -16.63% (-$62.0K) YoY NEW(+$310.6K)
(cusip46138E537)✕	13.1K	QoQ 0.00% (-0) YoY -2.49% (-335)	All Managers (Combined)	$301.8K	0.1% ($301.8K/$334.8M)	QoQ -2.41% (-$7.5K) YoY -5.72% (-$18.3K)
(cusip464287457)✕	3.6K	QoQ +7.22% (+243) YoY +21.70% (+643)	All Managers (Combined)	$298.3K	0.1% ($298.3K/$334.8M)	QoQ +8.20% (+$22.6K) YoY +23.11% (+$56.0K)
Rocket Lab USA, Inc.(RKLBcusip773122106)	16.7K	QoQ +97.99% (+8.2K) YoY NEW(+16.7K)	All Managers (Combined)	$297.8K	0.1% ($297.8K/$334.8M)	QoQ +38.99% (+$83.5K) YoY NEW(+$297.8K)