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 5 of 13
464289859
Shares:16.1K
Value:$1.2M
% of Portfolio:0.4% ($1.2M/$334.8M)
00162Q452
Shares:20.9K
Value:$1.1M
% of Portfolio:0.3% ($1.1M/$334.8M)
46641Q332
Shares:18.6K
Value:$1.1M
% of Portfolio:0.3% ($1.1M/$334.8M)
14020X104
Shares:37.3K
Value:$1.1M
% of Portfolio:0.3% ($1.1M/$334.8M)
46654Q203
Shares:20.0K
Value:$1.0M
% of Portfolio:0.3% ($1.0M/$334.8M)
464288588
Shares:11.0K
Value:$1.0M
% of Portfolio:0.3% ($1.0M/$334.8M)
78464A151
Shares:34.4K
Value:$1.0M
% of Portfolio:0.3% ($1.0M/$334.8M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
PEPSICO INC(PEPcusip713448108) | 8.3K | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$334.8M) | ||
(cusip464289859)✕ | 16.1K | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$334.8M) | ||
| 2.3K | QoQ -0.21% (-5) | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$334.8M) | ||
| 6.0K | QoQ 0.00% (-0)YoY NEW(+6.0K) | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$334.8M) | YoY NEW(+$1.2M) | |
| 53.6K | QoQ NEW(+53.6K) YoY NEW(+53.6K) | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$334.8M) | QoQ NEW(+$1.2M) YoY NEW(+$1.2M) | |
Walt Disney Co(DIScusip254687106) | 11.9K | QoQ -7.43% (-958)YoY -0.98% (-119) | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$334.8M) | |
| 24.5K | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$334.8M) | |||
| 19.1K | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$334.8M) | |||
HERSHEY CO(HSYcusip427866108) | 6.5K | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$334.8M) | ||
(cusip00162Q452)✕ | 20.9K | QoQ NEW(+20.9K) | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$334.8M) | QoQ NEW(+$1.1M) |
(cusip46641Q332)✕ | 18.6K | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$334.8M) | ||
| 13.2K | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$334.8M) | |||
(cusip14020X104)✕ | 37.3K | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$334.8M) | ||
HOME DEPOT, INC.(HDcusip437076102) | 2.9K | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$334.8M) | ||
| 5.5K | YoY NEW(+5.5K) | All Managers (Combined) | $1.0M | 0.3% ($1.0M/$334.8M) | YoY NEW(+$1.0M) | |
| 10.4K | All Managers (Combined) | $1.0M | 0.3% ($1.0M/$334.8M) | |||
(cusip46654Q203)✕ | 20.0K | YoY NEW(+20.0K) | All Managers (Combined) | $1.0M | 0.3% ($1.0M/$334.8M) | YoY NEW(+$1.0M) |
(cusip464288588)✕ | 11.0K | All Managers (Combined) | $1.0M | 0.3% ($1.0M/$334.8M) | ||
(cusip78464A151)✕ | 34.4K | All Managers (Combined) | $1.0M | 0.3% ($1.0M/$334.8M) | ||
| 6.7K | All Managers (Combined) | $992.6K | 0.3% ($992.6K/$334.8M) |