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

Page 6 of 13

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RTX Corp

RTX|75513E101

Shares:7.4K

Value:$985.1K

% of Portfolio:0.3% ($985.1K/$334.8M)

46435U861

Shares:19.7K

Value:$955.0K

% of Portfolio:0.3% ($955.0K/$334.8M)

14020Y102

Shares:41.6K

Value:$932.8K

% of Portfolio:0.3% ($932.8K/$334.8M)

74347B680

Shares:11.5K

Value:$925.2K

% of Portfolio:0.3% ($925.2K/$334.8M)

INTEL CORP

INTC|458140100

Shares:40.5K

Value:$920.5K

% of Portfolio:0.3% ($920.5K/$334.8M)

WYNN RESORTS LTD

WYNN|983134107

Shares:10.8K

Value:$902.6K

% of Portfolio:0.3% ($902.6K/$334.8M)

464287242

Shares:8.2K

Value:$891.6K

% of Portfolio:0.3% ($891.6K/$334.8M)

78464A391

Shares:44.1K

Value:$885.2K

% of Portfolio:0.3% ($885.2K/$334.8M)

TARGET CORP

TGT|87612E106

Shares:8.4K

Value:$876.3K

% of Portfolio:0.3% ($876.3K/$334.8M)

CHEVRON CORP

CVX|166764100

Shares:5.0K

Value:$844.2K

% of Portfolio:0.3% ($844.2K/$334.8M)

Snap-on Inc

SNA|833034101

Shares:2.5K

Value:$826.2K

% of Portfolio:0.2% ($826.2K/$334.8M)

808524607

SCHA|808524607

Shares:35.1K

Value:$823.5K

% of Portfolio:0.2% ($823.5K/$334.8M)

808524862

Shares:33.8K

Value:$822.2K

% of Portfolio:0.2% ($822.2K/$334.8M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:13.1K

Value:$798.2K

% of Portfolio:0.2% ($798.2K/$334.8M)

092528603

Shares:14.8K

Value:$773.6K

% of Portfolio:0.2% ($773.6K/$334.8M)

78464A508

SPYV|78464A508

Shares:15.1K

Value:$772.0K

% of Portfolio:0.2% ($772.0K/$334.8M)

ROYAL CARIBBEAN CRUISES LTD

RCL|V7780T103

Shares:3.6K

Value:$748.6K

% of Portfolio:0.2% ($748.6K/$334.8M)

EXXON MOBIL CORP

XOM|30231G102

Shares:6.2K

Value:$737.1K

% of Portfolio:0.2% ($737.1K/$334.8M)

464287432

Shares:7.9K

Value:$722.8K

% of Portfolio:0.2% ($722.8K/$334.8M)

CANADIAN NATIONAL RAILWAY CO

CNI|136375102

Shares:7.3K

Value:$710.9K

% of Portfolio:0.2% ($710.9K/$334.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
RTX Corp(RTXcusip75513E101)	7.4K	QoQ -3.49% (-269) YoY +0.64% (+48)	All Managers (Combined)	$985.1K	0.3% ($985.1K/$334.8M)	QoQ +10.46% (-$93.3K) YoY +36.69% (+$264.4K)
(cusip46435U861)✕	19.7K	QoQ 0.00% (+1) YoY -4.04% (-829)	All Managers (Combined)	$955.0K	0.3% ($955.0K/$334.8M)	QoQ +2.36% (+$22.1K) YoY +4.62% (-$42.2K)
(cusip14020Y102)✕	41.6K	QoQ +23.35% (+7.9K) YoY +221.83% (+28.6K)	All Managers (Combined)	$932.8K	0.3% ($932.8K/$334.8M)	QoQ +24.74% (+$185.0K) YoY +221.69% (+$642.9K)
(cusip74347B680)✕	11.5K	QoQ -5.42% (-658) YoY -0.29% (-34)	All Managers (Combined)	$925.2K	0.3% ($925.2K/$334.8M)	QoQ -5.43% (-$53.2K) YoY +2.35% (-$21.3K)
INTEL CORP(INTCcusip458140100)	40.5K	QoQ +283.45% (+30.0K) YoY +364.47% (+31.8K)	All Managers (Combined)	$920.5K	0.3% ($920.5K/$334.8M)	QoQ +334.33% (+$708.6K) YoY +138.80% (+$535.1K)
WYNN RESORTS LTD(WYNNcusip983134107)	10.8K	QoQ +0.84% (-91) YoY +16.89% (-1.6K)	All Managers (Combined)	$902.6K	0.3% ($902.6K/$334.8M)	QoQ -2.26% (-$20.9K) YoY -4.51% (-$42.7K)
(cusip464287242)✕	8.2K	QoQ +1.42% (+115) YoY -13.08% (-1.2K)	All Managers (Combined)	$891.6K	0.3% ($891.6K/$334.8M)	QoQ +3.18% (+$27.5K) YoY -13.26% (-$136.4K)
(cusip78464A391)✕	44.1K	QoQ -7.19% (-3.4K) YoY -10.13% (-5.0K)	All Managers (Combined)	$885.2K	0.3% ($885.2K/$334.8M)	QoQ -4.62% (-$43.0K) YoY -12.02% (-$121.0K)
TARGET CORP(TGTcusip87612E106)	8.4K	QoQ -28.59% (-3.4K) YoY -19.93% (-2.1K)	All Managers (Combined)	$876.3K	0.3% ($876.3K/$334.8M)	QoQ -44.87% (-$713.2K) YoY -52.84% (-$981.9K)
CHEVRON CORP(CVXcusip166764100)	5.0K	QoQ -1.84% (-95) YoY +64.68% (+2.0K)	All Managers (Combined)	$844.2K	0.3% ($844.2K/$334.8M)	QoQ +13.37% (-$99.6K) YoY +74.67% (+$360.9K)
Snap-on Inc(SNAcusip833034101)	2.5K	QoQ +4.11% (+97) YoY +23.46% (+466)	All Managers (Combined)	$826.2K	0.2% ($826.2K/$334.8M)	QoQ +3.35% (+$26.8K) YoY +40.43% (+$237.9K)
(SCHAcusip808524607)	35.1K	QoQ +2.55% (-877) YoY +114.43% (+18.8K)	All Managers (Combined)	$823.5K	0.2% ($823.5K/$334.8M)	QoQ -7.07% (-$62.7K) YoY +2.03% (+$16.4K)
(cusip808524862)✕	33.8K	QoQ +3.93% (+1.3K) YoY +123.67% (+18.7K)	All Managers (Combined)	$822.2K	0.2% ($822.2K/$334.8M)	QoQ +5.14% (+$40.2K) YoY +12.92% (+$94.1K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	13.1K	QoQ -12.17% (-1.8K) YoY +15.63% (+1.8K)	All Managers (Combined)	$798.2K	0.2% ($798.2K/$334.8M)	QoQ -5.29% (-$44.6K) YoY +30.05% (+$184.5K)
(cusip092528603)✕	14.8K	QoQ +74.16% (+6.3K) YoY NEW(+14.8K)	All Managers (Combined)	$773.6K	0.2% ($773.6K/$334.8M)	QoQ +75.36% (+$332.5K) YoY NEW(+$773.6K)
(SPYVcusip78464A508)	15.1K	QoQ 0.00% (-0) YoY -9.45% (-1.6K)	All Managers (Combined)	$772.0K	0.2% ($772.0K/$334.8M)	QoQ -0.13% (-$1.1K) YoY -7.69% (-$64.4K)
ROYAL CARIBBEAN CRUISES LTD(RCLcusipV7780T103)	3.6K	QoQ -22.53% (-1.1K) YoY -30.31% (-1.6K)	All Managers (Combined)	$748.6K	0.2% ($748.6K/$334.8M)	QoQ -31.01% (-$336.5K) YoY +2.99% (-$21.7K)
EXXON MOBIL CORP(XOMcusip30231G102)	6.2K	QoQ +1.09% (+67) YoY +87.59% (+2.9K)	All Managers (Combined)	$737.1K	0.2% ($737.1K/$334.8M)	QoQ +11.76% (+$77.6K) YoY +91.92% (+$353.0K)
(cusip464287432)✕	7.9K	QoQ -4.94% (-413) YoY -0.01% (-1)	All Managers (Combined)	$722.8K	0.2% ($722.8K/$334.8M)	QoQ -0.91% (-$6.7K) YoY -3.80% (-$28.6K)
CANADIAN NATIONAL RAILWAY CO(CNIcusip136375102)	7.3K	QoQ +2.77% (-197) YoY +7.88% (-533)	All Managers (Combined)	$710.9K	0.2% ($710.9K/$334.8M)	QoQ -1.32% (-$9.5K) YoY -20.17% (-$179.6K)