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 3 of 13
14020G101
Shares:54.7K
Value:$1.9M
% of Portfolio:0.6% ($1.9M/$334.8M)
69344A107
Shares:36.7K
Value:$1.8M
% of Portfolio:0.5% ($1.8M/$334.8M)
464288679
Shares:16.4K
Value:$1.8M
% of Portfolio:0.5% ($1.8M/$334.8M)
46137V241
Shares:27.1K
Value:$1.8M
% of Portfolio:0.5% ($1.8M/$334.8M)
14020V108
Shares:53.4K
Value:$1.8M
% of Portfolio:0.5% ($1.8M/$334.8M)
464288570
Shares:16.7K
Value:$1.7M
% of Portfolio:0.5% ($1.7M/$334.8M)
316092824
Shares:27.7K
Value:$1.7M
% of Portfolio:0.5% ($1.7M/$334.8M)
46435U549
Shares:33.8K
Value:$1.6M
% of Portfolio:0.5% ($1.6M/$334.8M)
464288687
Shares:50.8K
Value:$1.6M
% of Portfolio:0.5% ($1.6M/$334.8M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 16.5K | QoQ +1.20% (+197)YoY +1.47% (+240) | All Managers (Combined) | $2.2M | 0.7% ($2.2M/$334.8M) | ||
Walmart Inc.(WMTcusip931142103) | 25.0K | All Managers (Combined) | $2.2M | 0.7% ($2.2M/$334.8M) | ||
ORACLE CORP(ORCLcusip68389X105) | 13.5K | All Managers (Combined) | $1.9M | 0.6% ($1.9M/$334.8M) | ||
(cusip14020G101)✕ | 54.7K | All Managers (Combined) | $1.9M | 0.6% ($1.9M/$334.8M) | ||
| 9.4K | All Managers (Combined) | $1.9M | 0.6% ($1.9M/$334.8M) | |||
| 6.0K | QoQ -0.84% (-51) | All Managers (Combined) | $1.9M | 0.6% ($1.9M/$334.8M) | ||
| 3.2K | All Managers (Combined) | $1.8M | 0.6% ($1.8M/$334.8M) | |||
(cusip69344A107)✕ | 36.7K | QoQ NEW(+36.7K) YoY NEW(+36.7K) | All Managers (Combined) | $1.8M | 0.5% ($1.8M/$334.8M) | QoQ NEW(+$1.8M) YoY NEW(+$1.8M) |
(cusip464288679)✕ | 16.4K | YoY NEW(+16.4K) | All Managers (Combined) | $1.8M | 0.5% ($1.8M/$334.8M) | YoY NEW(+$1.8M) |
| 1.9K | All Managers (Combined) | $1.8M | 0.5% ($1.8M/$334.8M) | |||
(cusip46137V241)✕ | 27.1K | YoY NEW(+27.1K) | All Managers (Combined) | $1.8M | 0.5% ($1.8M/$334.8M) | YoY NEW(+$1.8M) |
(cusip14020V108)✕ | 53.4K | All Managers (Combined) | $1.8M | 0.5% ($1.8M/$334.8M) | ||
| 10.1K | All Managers (Combined) | $1.7M | 0.5% ($1.7M/$334.8M) | |||
(cusip464288570)✕ | 16.7K | All Managers (Combined) | $1.7M | 0.5% ($1.7M/$334.8M) | ||
(cusip316092824)✕ | 27.7K | QoQ 0.00% (+0)YoY NEW(+27.7K) | All Managers (Combined) | $1.7M | 0.5% ($1.7M/$334.8M) | YoY NEW(+$1.7M) |
| 12.9K | QoQ +0.04% (+6)YoY -5.92% (-810) | All Managers (Combined) | $1.7M | 0.5% ($1.7M/$334.8M) | ||
| 45.9K | All Managers (Combined) | $1.7M | 0.5% ($1.7M/$334.8M) | |||
(cusip46435U549)✕ | 33.8K | YoY NEW(+33.8K) | All Managers (Combined) | $1.6M | 0.5% ($1.6M/$334.8M) | YoY NEW(+$1.6M) |
| 6.9K | All Managers (Combined) | $1.6M | 0.5% ($1.6M/$334.8M) | |||
(cusip464288687)✕ | 50.8K | All Managers (Combined) | $1.6M | 0.5% ($1.6M/$334.8M) |