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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CVS HEALTH Corp

CVS|126650100

Shares:3.2K

Value:$215.3K

% of Portfolio:0.1% ($215.3K/$334.8M)

032108409

Shares:5.3K

Value:$215.2K

% of Portfolio:0.1% ($215.2K/$334.8M)

Enphase Energy, Inc.

ENPH|29355A107

Shares:3.4K

Value:$210.8K

% of Portfolio:0.1% ($210.8K/$334.8M)

14021M107

Shares:7.2K

Value:$210.7K

% of Portfolio:0.1% ($210.7K/$334.8M)

AUTOZONE INC

AZO|053332102

Shares:55

Value:$209.7K

% of Portfolio:0.1% ($209.7K/$334.8M)

Extra Space Storage Inc.

EXR|30225T102

Shares:1.4K

Value:$203.7K

% of Portfolio:0.1% ($203.7K/$334.8M)

Oscar Health, Inc.

OSCR|687793109

Shares:14.4K

Value:$188.7K

% of Portfolio:0.1% ($188.7K/$334.8M)

FORD MOTOR CO

F|345370860

Shares:18.7K

Value:$187.8K

% of Portfolio:0.1% ($187.8K/$334.8M)

NIO Inc.

NIO|62914V106

Shares:42.7K

Value:$162.7K

% of Portfolio:0.0% ($162.7K/$334.8M)

Lightspeed Commerce Inc.

LSPD|53229C107

Shares:13.7K

Value:$119.5K

% of Portfolio:0.0% ($119.5K/$334.8M)

PIMCO HIGH INCOME FUND

PHK|722014107

Shares:23.6K

Value:$115.5K

% of Portfolio:0.0% ($115.5K/$334.8M)

PDS Biotechnology Corp

PDSB|70465T107

Shares:18.8K

Value:$22.4K

% of Portfolio:0.0% ($22.4K/$334.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CVS HEALTH Corp(CVScusip126650100)	3.2K	QoQ NEW(+3.2K) YoY +14.19% (-395)	All Managers (Combined)	$215.3K	0.1% ($215.3K/$334.8M)	QoQ NEW(+$215.3K) YoY -3.00% (-$6.7K)
(cusip032108409)✕	5.3K	QoQ +5.01% (+252) YoY NEW(+5.3K)	All Managers (Combined)	$215.2K	0.1% ($215.2K/$334.8M)	QoQ +5.75% (+$11.7K) YoY NEW(+$215.2K)
Enphase Energy, Inc.(ENPHcusip29355A107)	3.4K	QoQ +4.26% (-139) YoY NEW(+3.4K)	All Managers (Combined)	$210.8K	0.1% ($210.8K/$334.8M)	QoQ -5.79% (-$13.0K) YoY NEW(+$210.8K)
(cusip14021M107)✕	7.2K	QoQ NEW(+7.2K) YoY NEW(+7.2K)	All Managers (Combined)	$210.7K	0.1% ($210.7K/$334.8M)	QoQ NEW(+$210.7K) YoY NEW(+$210.7K)
AUTOZONE INC(AZOcusip053332102)	55	QoQ NEW(+55) YoY NEW(+55)	All Managers (Combined)	$209.7K	0.1% ($209.7K/$334.8M)	QoQ NEW(+$209.7K) YoY NEW(+$209.7K)
Extra Space Storage Inc.(EXRcusip30225T102)	1.4K	QoQ -62.97% (-2.3K) YoY -66.35% (-2.7K)	All Managers (Combined)	$203.7K	0.1% ($203.7K/$334.8M)	QoQ -63.25% (-$350.7K) YoY -66.01% (-$395.7K)
Oscar Health, Inc.(OSCRcusip687793109)	14.4K	QoQ +6.71% (+906) YoY NEW(+14.4K)	All Managers (Combined)	$188.7K	0.1% ($188.7K/$334.8M)	QoQ +4.09% (+$7.4K) YoY NEW(+$188.7K)
FORD MOTOR CO(Fcusip345370860)	18.7K	QoQ +3.83% (+691) YoY +77.92% (+8.2K)	All Managers (Combined)	$187.8K	0.1% ($187.8K/$334.8M)	QoQ +5.19% (+$9.3K) YoY +34.38% (+$48.0K)
NIO Inc.(NIOcusip62914V106)	42.7K	QoQ +7.40% (-2.9K) YoY NEW(+42.7K)	All Managers (Combined)	$162.7K	0.0% ($162.7K/$334.8M)	QoQ -6.14% (-$10.7K) YoY NEW(+$162.7K)
Lightspeed Commerce Inc.(LSPDcusip53229C107)	13.7K	QoQ NEW(+13.7K) YoY NEW(+13.7K)	All Managers (Combined)	$119.5K	0.0% ($119.5K/$334.8M)	QoQ NEW(+$119.5K) YoY NEW(+$119.5K)
PIMCO HIGH INCOME FUND(PHKcusip722014107)	23.6K	QoQ 0.00% (+0) YoY -7.49% (-1.9K)	All Managers (Combined)	$115.5K	0.0% ($115.5K/$334.8M)	QoQ +0.61% (+$709) YoY -8.42% (-$10.6K)
PDS Biotechnology Corp(PDSBcusip70465T107)	18.8K	QoQ 0.00% (-0) YoY NEW(+18.8K)	All Managers (Combined)	$22.4K	0.0% ($22.4K/$334.8M)	QoQ -26.99% (-$8.3K) YoY NEW(+$22.4K)