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

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922908751

VB|922908751

Shares:1.3K

Value:$297.3K

% of Portfolio:0.1% ($297.3K/$334.8M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:3.5K

Value:$296.7K

% of Portfolio:0.1% ($296.7K/$334.8M)

METLIFE INC

MET|59156R108

Shares:3.7K

Value:$296.2K

% of Portfolio:0.1% ($296.2K/$334.8M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.7K

Value:$293.6K

% of Portfolio:0.1% ($293.6K/$334.8M)

DraftKings Inc.

DKNG|26142V105

Shares:8.8K

Value:$292.2K

% of Portfolio:0.1% ($292.2K/$334.8M)

922908736

VUG|922908736

Shares:788

Value:$292.2K

% of Portfolio:0.1% ($292.2K/$334.8M)

Calamos Dynamic Convertible & Income Fund

CCD|12811V105

Shares:13.7K

Value:$292.1K

% of Portfolio:0.1% ($292.1K/$334.8M)

Datadog, Inc.

DDOG|23804L103

Shares:2.9K

Value:$288.1K

% of Portfolio:0.1% ($288.1K/$334.8M)

464289883

Shares:7.6K

Value:$287.7K

% of Portfolio:0.1% ($287.7K/$334.8M)

464288281

Shares:3.2K

Value:$286.8K

% of Portfolio:0.1% ($286.8K/$334.8M)

STARBUCKS CORP

SBUX|855244109

Shares:2.9K

Value:$283.8K

% of Portfolio:0.1% ($283.8K/$334.8M)

92204A702

VGT|92204A702

Shares:518

Value:$280.8K

% of Portfolio:0.1% ($280.8K/$334.8M)

464287515

Shares:3.1K

Value:$279.0K

% of Portfolio:0.1% ($279.0K/$334.8M)

ACV Auctions Inc.

ACVA|00091G104

Shares:19.7K

Value:$277.1K

% of Portfolio:0.1% ($277.1K/$334.8M)

RxSight, Inc.

RXST|78349D107

Shares:10.8K

Value:$272.4K

% of Portfolio:0.1% ($272.4K/$334.8M)

33734X846

Shares:4.2K

Value:$267.1K

% of Portfolio:0.1% ($267.1K/$334.8M)

JACK HENRY & ASSOCIATES INC

JKHY|426281101

Shares:1.4K

Value:$261.7K

% of Portfolio:0.1% ($261.7K/$334.8M)

FIRST SOLAR, INC.

FSLR|336433107

Shares:2.0K

Value:$256.1K

% of Portfolio:0.1% ($256.1K/$334.8M)

Medtronic plc

MDT|G5960L103

Shares:2.8K

Value:$255.2K

% of Portfolio:0.1% ($255.2K/$334.8M)

BLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND, INC.

MUC|09254L107

Shares:23.7K

Value:$253.4K

% of Portfolio:0.1% ($253.4K/$334.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VBcusip922908751)	1.3K	QoQ +4.11% (-53) YoY +33.96% (+340)	All Managers (Combined)	$297.3K	0.1% ($297.3K/$334.8M)	QoQ -3.96% (-$12.3K) YoY +29.91% (+$68.5K)
Palantir Technologies Inc.(PLTRcusip69608A108)	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$296.7K	0.1% ($296.7K/$334.8M)	QoQ NEW(+$296.7K) YoY NEW(+$296.7K)
METLIFE INC(METcusip59156R108)	3.7K	QoQ +0.02% (-1) YoY +2.07% (+75)	All Managers (Combined)	$296.2K	0.1% ($296.2K/$334.8M)	QoQ -1.92% (-$5.8K) YoY +10.58% (+$28.4K)
PROCTER & GAMBLE Co(PGcusip742718109)	1.7K	QoQ +0.46% (+8) YoY NEW(+1.7K)	All Managers (Combined)	$293.6K	0.1% ($293.6K/$334.8M)	QoQ +2.10% (+$6.1K) YoY NEW(+$293.6K)
DraftKings Inc.(DKNGcusip26142V105)	8.8K	QoQ -49.42% (-8.6K) YoY -61.96% (-14.3K)	All Managers (Combined)	$292.2K	0.1% ($292.2K/$334.8M)	QoQ -54.84% (-$355.0K) YoY -72.18% (-$758.4K)
(VUGcusip922908736)	788	QoQ +2.60% (-20) YoY +35.39% (+206)	All Managers (Combined)	$292.2K	0.1% ($292.2K/$334.8M)	QoQ -7.28% (-$23.0K) YoY +45.87% (+$91.9K)
Calamos Dynamic Convertible & Income Fund(CCDcusip12811V105)	13.7K	QoQ NEW(+13.7K) YoY -44.26% (-10.9K)	All Managers (Combined)	$292.1K	0.1% ($292.1K/$334.8M)	QoQ NEW(+$292.1K) YoY -45.57% (-$244.6K)
Datadog, Inc.(DDOGcusip23804L103)	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$288.1K	0.1% ($288.1K/$334.8M)	QoQ NEW(+$288.1K) YoY NEW(+$288.1K)
(cusip464289883)✕	7.6K	QoQ +0.07% (+6) YoY NEW(+7.6K)	All Managers (Combined)	$287.7K	0.1% ($287.7K/$334.8M)	QoQ +0.96% (+$2.8K) YoY NEW(+$287.7K)
(cusip464288281)✕	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$286.8K	0.1% ($286.8K/$334.8M)	QoQ NEW(+$286.8K) YoY NEW(+$286.8K)
STARBUCKS CORP(SBUXcusip855244109)	2.9K	QoQ -1.53% (-45) YoY -4.67% (-142)	All Managers (Combined)	$283.8K	0.1% ($283.8K/$334.8M)	QoQ +5.84% (-$15.7K) YoY +2.30% (-$6.4K)
(VGTcusip92204A702)	518	QoQ +4.85% (-24) YoY +23.04% (+97)	All Managers (Combined)	$280.8K	0.1% ($280.8K/$334.8M)	QoQ -8.52% (-$26.2K) YoY +27.30% (+$60.2K)
(cusip464287515)✕	3.1K	QoQ -1.07% (-34) YoY -18.50% (-712)	All Managers (Combined)	$279.0K	0.1% ($279.0K/$334.8M)	QoQ -12.07% (-$38.3K) YoY -14.95% (-$49.0K)
ACV Auctions Inc.(ACVAcusip00091G104)	19.7K	QoQ NEW(+19.7K) YoY NEW(+19.7K)	All Managers (Combined)	$277.1K	0.1% ($277.1K/$334.8M)	QoQ NEW(+$277.1K) YoY NEW(+$277.1K)
RxSight, Inc.(RXSTcusip78349D107)	10.8K	QoQ NEW(+10.8K) YoY NEW(+10.8K)	All Managers (Combined)	$272.4K	0.1% ($272.4K/$334.8M)	QoQ NEW(+$272.4K) YoY NEW(+$272.4K)
(cusip33734X846)✕	4.2K	QoQ -6.27% (-284) YoY -17.46% (-897)	All Managers (Combined)	$267.1K	0.1% ($267.1K/$334.8M)	QoQ -6.94% (-$19.9K) YoY -7.79% (-$22.6K)
JACK HENRY & ASSOCIATES INC(JKHYcusip426281101)	1.4K	QoQ +0.13% (+2) YoY NEW(+1.4K)	All Managers (Combined)	$261.7K	0.1% ($261.7K/$334.8M)	QoQ +4.28% (+$10.8K) YoY NEW(+$261.7K)
FIRST SOLAR, INC.(FSLRcusip336433107)	2.0K	QoQ +27.50% (-437) YoY NEW(+2.0K)	All Managers (Combined)	$256.1K	0.1% ($256.1K/$334.8M)	QoQ -8.53% (-$23.9K) YoY NEW(+$256.1K)
Medtronic plc(MDTcusipG5960L103)	2.8K	QoQ 0.00% (+0) YoY NEW(+2.8K)	All Managers (Combined)	$255.2K	0.1% ($255.2K/$334.8M)	QoQ +12.49% (+$28.3K) YoY NEW(+$255.2K)
BLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND, INC.(MUCcusip09254L107)	23.7K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$253.4K	0.1% ($253.4K/$334.8M)	QoQ +0.75% (+$1.9K) YoY -2.72% (-$7.1K)