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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33739N108

Shares:4.9K

Value:$248.9K

% of Portfolio:0.1% ($248.9K/$334.8M)

46436E759

Shares:3.7K

Value:$248.0K

% of Portfolio:0.1% ($248.0K/$334.8M)

92189F676

Shares:1.2K

Value:$245.3K

% of Portfolio:0.1% ($245.3K/$334.8M)

AMICUS THERAPEUTICS, INC.

FOLD|03152W109

Shares:29.5K

Value:$240.8K

% of Portfolio:0.1% ($240.8K/$334.8M)

464287804

IJR|464287804

Shares:2.3K

Value:$240.6K

% of Portfolio:0.1% ($240.6K/$334.8M)

33741X102

Shares:7.2K

Value:$240.5K

% of Portfolio:0.1% ($240.5K/$334.8M)

808524870

Shares:8.9K

Value:$239.8K

% of Portfolio:0.1% ($239.8K/$334.8M)

Alvotech

ALVO|L01800108

Shares:24.7K

Value:$238.7K

% of Portfolio:0.1% ($238.7K/$334.8M)

33733E302

Shares:1.1K

Value:$237.5K

% of Portfolio:0.1% ($237.5K/$334.8M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:3.3K

Value:$236.3K

% of Portfolio:0.1% ($236.3K/$334.8M)

MCKESSON CORP

MCK|58155Q103

Shares:351

Value:$236.1K

% of Portfolio:0.1% ($236.1K/$334.8M)

QUALCOMM INC/DE

QCOM|747525103

Shares:1.5K

Value:$231.3K

% of Portfolio:0.1% ($231.3K/$334.8M)

Sarepta Therapeutics, Inc.

SRPT|803607100

Shares:3.6K

Value:$229.0K

% of Portfolio:0.1% ($229.0K/$334.8M)

46137V233

Shares:4.9K

Value:$225.9K

% of Portfolio:0.1% ($225.9K/$334.8M)

464288414

MUB|464288414

Shares:2.1K

Value:$224.4K

% of Portfolio:0.1% ($224.4K/$334.8M)

GENERAL MILLS INC

GIS|370334104

Shares:3.7K

Value:$223.1K

% of Portfolio:0.1% ($223.1K/$334.8M)

14019W109

Shares:8.9K

Value:$219.0K

% of Portfolio:0.1% ($219.0K/$334.8M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:7.7K

Value:$218.9K

% of Portfolio:0.1% ($218.9K/$334.8M)

464285204

Shares:3.7K

Value:$218.7K

% of Portfolio:0.1% ($218.7K/$334.8M)

Broadcom Inc.

AVGO|11135F101

Shares:1.3K

Value:$215.8K

% of Portfolio:0.1% ($215.8K/$334.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33739N108)✕	4.9K	QoQ -28.29% (-1.9K) YoY -53.49% (-5.7K)	All Managers (Combined)	$248.9K	0.1% ($248.9K/$334.8M)	QoQ -29.12% (-$102.3K) YoY -54.34% (-$296.3K)
(cusip46436E759)✕	3.7K	QoQ +11.63% (+384) YoY NEW(+3.7K)	All Managers (Combined)	$248.0K	0.1% ($248.0K/$334.8M)	QoQ +16.33% (+$34.8K) YoY NEW(+$248.0K)
(cusip92189F676)✕	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$245.3K	0.1% ($245.3K/$334.8M)	QoQ NEW(+$245.3K) YoY NEW(+$245.3K)
AMICUS THERAPEUTICS, INC.(FOLDcusip03152W109)	29.5K	QoQ +7.23% (-2.0K) YoY NEW(+29.5K)	All Managers (Combined)	$240.8K	0.1% ($240.8K/$334.8M)	QoQ -7.11% (-$18.4K) YoY NEW(+$240.8K)
(IJRcusip464287804)	2.3K	QoQ -11.36% (-295) YoY -65.35% (-4.3K)	All Managers (Combined)	$240.6K	0.1% ($240.6K/$334.8M)	QoQ -19.55% (-$58.5K) YoY -67.20% (-$493.1K)
(cusip33741X102)✕	7.2K	QoQ -26.09% (-2.5K) YoY NEW(+7.2K)	All Managers (Combined)	$240.5K	0.1% ($240.5K/$334.8M)	QoQ -30.93% (-$107.7K) YoY NEW(+$240.5K)
(cusip808524870)✕	8.9K	QoQ 0.00% (+0) YoY +114.09% (+4.8K)	All Managers (Combined)	$239.8K	0.1% ($239.8K/$334.8M)	QoQ +4.10% (+$9.5K) YoY +10.36% (+$22.5K)
Alvotech(ALVOcusipL01800108)	24.7K	QoQ +5.16% (-1.2K) YoY NEW(+24.7K)	All Managers (Combined)	$238.7K	0.1% ($238.7K/$334.8M)	QoQ -23.13% (-$71.8K) YoY NEW(+$238.7K)
(cusip33733E302)✕	1.1K	QoQ -10.76% (-129) YoY -22.42% (-309)	All Managers (Combined)	$237.5K	0.1% ($237.5K/$334.8M)	QoQ -18.48% (-$53.8K) YoY -15.97% (-$45.1K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	3.3K	QoQ 0.00% (+0) YoY NEW(+3.3K)	All Managers (Combined)	$236.3K	0.1% ($236.3K/$334.8M)	QoQ +2.20% (+$5.1K) YoY NEW(+$236.3K)
MCKESSON CORP(MCKcusip58155Q103)	351	QoQ -2.77% (-10) YoY NEW(+351)	All Managers (Combined)	$236.1K	0.1% ($236.1K/$334.8M)	QoQ +14.91% (-$30.6K) YoY NEW(+$236.1K)
QUALCOMM INC/DE(QCOMcusip747525103)	1.5K	QoQ +1.14% (+17) YoY -5.75% (-92)	All Managers (Combined)	$231.3K	0.1% ($231.3K/$334.8M)	QoQ +1.14% (+$2.6K) YoY -14.48% (-$39.2K)
Sarepta Therapeutics, Inc.(SRPTcusip803607100)	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$229.0K	0.1% ($229.0K/$334.8M)	QoQ NEW(+$229.0K) YoY NEW(+$229.0K)
(cusip46137V233)✕	4.9K	QoQ NEW(+4.9K) YoY NEW(+4.9K)	All Managers (Combined)	$225.9K	0.1% ($225.9K/$334.8M)	QoQ NEW(+$225.9K) YoY NEW(+$225.9K)
(MUBcusip464288414)	2.1K	QoQ 0.00% (-0) YoY +7.47% (+148)	All Managers (Combined)	$224.4K	0.1% ($224.4K/$334.8M)	QoQ -1.04% (-$2.4K) YoY +5.31% (+$11.3K)
GENERAL MILLS INC(GIScusip370334104)	3.7K	QoQ 0.00% (-0) YoY +8.61% (-296)	All Managers (Combined)	$223.1K	0.1% ($223.1K/$334.8M)	QoQ -6.24% (-$14.8K) YoY -7.18% (-$17.3K)
(cusip14019W109)✕	8.9K	QoQ +4.60% (+394) YoY NEW(+8.9K)	All Managers (Combined)	$219.0K	0.1% ($219.0K/$334.8M)	QoQ +3.80% (+$8.0K) YoY NEW(+$219.0K)
KINDER MORGAN, INC.(KMIcusip49456B101)	7.7K	QoQ 0.00% (+0) YoY -92.33% (-92.4K)	All Managers (Combined)	$218.9K	0.1% ($218.9K/$334.8M)	QoQ +4.12% (+$8.7K) YoY -88.07% (-$1.6M)
(cusip464285204)✕	3.7K	QoQ NEW(+3.7K) YoY -25.65% (-1.3K)	All Managers (Combined)	$218.7K	0.1% ($218.7K/$334.8M)	QoQ NEW(+$218.7K) YoY +4.34% (-$9.1K)
Broadcom Inc.(AVGOcusip11135F101)	1.3K	QoQ -14.86% (-225) YoY +742.48% (+1.1K)	All Managers (Combined)	$215.8K	0.1% ($215.8K/$334.8M)	QoQ -38.52% (-$135.2K) YoY +6.41% (+$13.0K)