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:
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Page 4 of 13
464288877
Shares:25.2K
Value:$1.5M
% of Portfolio:0.4% ($1.5M/$334.8M)
78464A664
Shares:53.2K
Value:$1.5M
% of Portfolio:0.4% ($1.5M/$334.8M)
46138E354
Shares:19.1K
Value:$1.4M
% of Portfolio:0.4% ($1.4M/$334.8M)
46137V308
Shares:12.5K
Value:$1.4M
% of Portfolio:0.4% ($1.4M/$334.8M)
09290C103
Shares:28.3K
Value:$1.4M
% of Portfolio:0.4% ($1.4M/$334.8M)
Shares:40.1K
Value:$1.3M
% of Portfolio:0.4% ($1.3M/$334.8M)
78463X509
Shares:32.2K
Value:$1.3M
% of Portfolio:0.4% ($1.3M/$334.8M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 9.2K | All Managers (Combined) | $1.5M | 0.5% ($1.5M/$334.8M) | |||
| 7.1K | QoQ -0.18% (-13)YoY +4.70% (+320) | All Managers (Combined) | $1.5M | 0.5% ($1.5M/$334.8M) | ||
(cusip464288877)✕ | 25.2K | All Managers (Combined) | $1.5M | 0.4% ($1.5M/$334.8M) | ||
(cusip78464A664)✕ | 53.2K | All Managers (Combined) | $1.5M | 0.4% ($1.5M/$334.8M) | ||
| 15.4K | YoY NEW(+15.4K) | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$334.8M) | YoY NEW(+$1.4M) | |
(cusip46138E354)✕ | 19.1K | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$334.8M) | ||
| 22.9K | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$334.8M) | |||
(cusip46137V308)✕ | 12.5K | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$334.8M) | ||
| 11.4K | QoQ +2.20% (+247)YoY +4.61% (+505) | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$334.8M) | ||
(cusip09290C103)✕ | 28.3K | YoY NEW(+28.3K) | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$334.8M) | YoY NEW(+$1.4M) |
| 37.9K | YoY NEW(+37.9K) | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$334.8M) | YoY NEW(+$1.4M) | |
| 3.9K | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$334.8M) | |||
| 7.8K | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$334.8M) | |||
| 31.4K | QoQ +0.16% (-51) | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$334.8M) | ||
| 60.4K | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$334.8M) | |||
| 40.1K | YoY NEW(+40.1K) | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$334.8M) | YoY NEW(+$1.3M) | |
| 17.4K | YoY NEW(+17.4K) | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$334.8M) | YoY NEW(+$1.3M) | |
| 4.9K | QoQ +6.94% (-320)YoY +8.88% (-402) | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$334.8M) | ||
(cusip78463X509)✕ | 32.2K | YoY NEW(+32.2K) | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$334.8M) | YoY NEW(+$1.3M) |
| 10.2K | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$334.8M) |