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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Tempus-Wealth-Planning
Data Enrichment
62% identified155 identified97 unidentified
Holdings
252 positions • $334.8M total value
Manager:
Search and click to pin securities to the top
Page 2 of 13
46138E339
Shares:42.2K
Value:$3.9M
% of Portfolio:1.2% ($3.9M/$334.8M)
97717X669
Shares:36.2K
Value:$2.9M
% of Portfolio:0.9% ($2.9M/$334.8M)
78468R101
Shares:88.1K
Value:$2.6M
% of Portfolio:0.8% ($2.6M/$334.8M)
97717Y477
Shares:57.9K
Value:$2.5M
% of Portfolio:0.8% ($2.5M/$334.8M)
Shares:30.7K
Value:$2.5M
% of Portfolio:0.7% ($2.5M/$334.8M)
14021L109
Shares:79.9K
Value:$2.5M
% of Portfolio:0.7% ($2.5M/$334.8M)
14020Y201
Shares:89.4K
Value:$2.4M
% of Portfolio:0.7% ($2.4M/$334.8M)
464287721
Shares:16.8K
Value:$2.4M
% of Portfolio:0.7% ($2.4M/$334.8M)
46137V472
Shares:25.6K
Value:$2.3M
% of Portfolio:0.7% ($2.3M/$334.8M)
78464A649
Shares:89.6K
Value:$2.3M
% of Portfolio:0.7% ($2.3M/$334.8M)
46434V613
Shares:49.4K
Value:$2.3M
% of Portfolio:0.7% ($2.3M/$334.8M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip46138E339)✕ | 42.2K | YoY NEW(+42.2K) | All Managers (Combined) | $3.9M | 1.2% ($3.9M/$334.8M) | YoY NEW(+$3.9M) |
Tesla, Inc.(TSLAcusip88160R101) | 14.2K | All Managers (Combined) | $3.7M | 1.1% ($3.7M/$334.8M) | ||
| 168.7K | All Managers (Combined) | $3.3M | 1.0% ($3.3M/$334.8M) | |||
AMAZON COM INC(AMZNcusip023135106) | 17.3K | All Managers (Combined) | $3.3M | 1.0% ($3.3M/$334.8M) | ||
| 124.4K | All Managers (Combined) | $2.9M | 0.9% ($2.9M/$334.8M) | |||
(cusip97717X669)✕ | 36.2K | All Managers (Combined) | $2.9M | 0.9% ($2.9M/$334.8M) | ||
| 11.5K | All Managers (Combined) | $2.8M | 0.8% ($2.8M/$334.8M) | |||
| 106.0K | All Managers (Combined) | $2.7M | 0.8% ($2.7M/$334.8M) | |||
(cusip78468R101)✕ | 88.1K | All Managers (Combined) | $2.6M | 0.8% ($2.6M/$334.8M) | ||
(cusip97717Y477)✕ | 57.9K | YoY NEW(+57.9K) | All Managers (Combined) | $2.5M | 0.8% ($2.5M/$334.8M) | YoY NEW(+$2.5M) |
| 30.7K | QoQ -0.02% (-7)YoY -0.20% (-64) | All Managers (Combined) | $2.5M | 0.7% ($2.5M/$334.8M) | ||
(cusip14021L109)✕ | 79.9K | All Managers (Combined) | $2.5M | 0.7% ($2.5M/$334.8M) | ||
| 8.8K | QoQ +3.11% (-266)YoY -1.33% (-119) | All Managers (Combined) | $2.4M | 0.7% ($2.4M/$334.8M) | ||
(cusip14020Y201)✕ | 89.4K | All Managers (Combined) | $2.4M | 0.7% ($2.4M/$334.8M) | ||
Alphabet Inc.(GOOGLcusip02079K305) | 15.5K | All Managers (Combined) | $2.4M | 0.7% ($2.4M/$334.8M) | ||
ELI LILLY & Co(LLYcusip532457108) | 2.9K | All Managers (Combined) | $2.4M | 0.7% ($2.4M/$334.8M) | ||
(cusip464287721)✕ | 16.8K | QoQ +2.40% (-395)YoY +1.76% (+291) | All Managers (Combined) | $2.4M | 0.7% ($2.4M/$334.8M) | |
(cusip46137V472)✕ | 25.6K | QoQ -0.20% (-53)YoY NEW(+25.6K) | All Managers (Combined) | $2.3M | 0.7% ($2.3M/$334.8M) | YoY NEW(+$2.3M) |
(cusip78464A649)✕ | 89.6K | All Managers (Combined) | $2.3M | 0.7% ($2.3M/$334.8M) | ||
(cusip46434V613)✕ | 49.4K | All Managers (Combined) | $2.3M | 0.7% ($2.3M/$334.8M) |