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 7 of 13

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74347X500

Shares:14.7K

Value:$693.9K

% of Portfolio:0.2% ($693.9K/$334.8M)

14020Y508

Shares:25.8K

Value:$678.8K

% of Portfolio:0.2% ($678.8K/$334.8M)

14020Y300

Shares:24.4K

Value:$666.6K

% of Portfolio:0.2% ($666.6K/$334.8M)

SPDR GOLD TRUST

GLD|78463V107

Shares:2.2K

Value:$633.3K

% of Portfolio:0.2% ($633.3K/$334.8M)

98149E303

Shares:10.2K

Value:$632.7K

% of Portfolio:0.2% ($632.7K/$334.8M)

PFIZER INC

PFE|717081103

Shares:24.6K

Value:$624.2K

% of Portfolio:0.2% ($624.2K/$334.8M)

316092360

Shares:14.0K

Value:$609.9K

% of Portfolio:0.2% ($609.9K/$334.8M)

AbbVie Inc.

ABBV|00287Y109

Shares:2.9K

Value:$604.8K

% of Portfolio:0.2% ($604.8K/$334.8M)

808524888

Shares:16.8K

Value:$603.8K

% of Portfolio:0.2% ($603.8K/$334.8M)

81369Y605

Shares:12.1K

Value:$603.1K

% of Portfolio:0.2% ($603.1K/$334.8M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:5.9K

Value:$603.1K

% of Portfolio:0.2% ($603.1K/$334.8M)

09789C812

Shares:12.6K

Value:$585.2K

% of Portfolio:0.2% ($585.2K/$334.8M)

808524706

Shares:21.0K

Value:$578.2K

% of Portfolio:0.2% ($578.2K/$334.8M)

Nano-X Imaging Ltd.

NNOX|M70700105

Shares:115.2K

Value:$575.4K

% of Portfolio:0.2% ($575.4K/$334.8M)

Apollo Global Management, Inc.

APO|03769M106

Shares:4.2K

Value:$573.8K

% of Portfolio:0.2% ($573.8K/$334.8M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.1K

Value:$572.5K

% of Portfolio:0.2% ($572.5K/$334.8M)

464289867

Shares:9.9K

Value:$569.8K

% of Portfolio:0.2% ($569.8K/$334.8M)

74347X831

Shares:9.9K

Value:$568.5K

% of Portfolio:0.2% ($568.5K/$334.8M)

Haleon plc

HLN|405552100

Shares:53.8K

Value:$553.6K

% of Portfolio:0.2% ($553.6K/$334.8M)

81369Y407

Shares:2.8K

Value:$548.8K

% of Portfolio:0.2% ($548.8K/$334.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip74347X500)✕	14.7K	QoQ NEW(+14.7K) YoY NEW(+14.7K)	All Managers (Combined)	$693.9K	0.2% ($693.9K/$334.8M)	QoQ NEW(+$693.9K) YoY NEW(+$693.9K)
(cusip14020Y508)✕	25.8K	QoQ +28.81% (+5.8K) YoY NEW(+25.8K)	All Managers (Combined)	$678.8K	0.2% ($678.8K/$334.8M)	QoQ +31.25% (+$161.7K) YoY NEW(+$678.8K)
(cusip14020Y300)✕	24.4K	QoQ +28.23% (+5.4K) YoY NEW(+24.4K)	All Managers (Combined)	$666.6K	0.2% ($666.6K/$334.8M)	QoQ +28.32% (+$147.1K) YoY NEW(+$666.6K)
SPDR GOLD TRUST(GLDcusip78463V107)	2.2K	QoQ -0.40% (-9) YoY +21.36% (+387)	All Managers (Combined)	$633.3K	0.2% ($633.3K/$334.8M)	QoQ +18.51% (-$99.0K) YoY +69.99% (+$260.8K)
(cusip98149E303)✕	10.2K	QoQ NEW(+10.2K) YoY NEW(+10.2K)	All Managers (Combined)	$632.7K	0.2% ($632.7K/$334.8M)	QoQ NEW(+$632.7K) YoY NEW(+$632.7K)
PFIZER INC(PFEcusip717081103)	24.6K	QoQ -0.54% (-134) YoY +116.52% (+13.3K)	All Managers (Combined)	$624.2K	0.2% ($624.2K/$334.8M)	QoQ -5.00% (-$32.9K) YoY +97.71% (+$308.5K)
(cusip316092360)✕	14.0K	QoQ NEW(+14.0K) YoY NEW(+14.0K)	All Managers (Combined)	$609.9K	0.2% ($609.9K/$334.8M)	QoQ NEW(+$609.9K) YoY NEW(+$609.9K)
AbbVie Inc.(ABBVcusip00287Y109)	2.9K	QoQ -6.44% (-199) YoY +12.42% (+319)	All Managers (Combined)	$604.8K	0.2% ($604.8K/$334.8M)	QoQ +10.28% (-$56.4K) YoY +29.33% (+$137.2K)
(cusip808524888)✕	16.8K	QoQ +4.26% (+689) YoY +8.57% (+1.3K)	All Managers (Combined)	$603.8K	0.2% ($603.8K/$334.8M)	QoQ +8.97% (+$49.7K) YoY +8.81% (+$48.9K)
(cusip81369Y605)✕	12.1K	QoQ +3.19% (+375) YoY +8.20% (+918)	All Managers (Combined)	$603.1K	0.2% ($603.1K/$334.8M)	QoQ +6.35% (+$36.0K) YoY +27.95% (+$131.8K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	5.9K	QoQ +2.94% (-168) YoY +79.23% (+2.6K)	All Managers (Combined)	$603.1K	0.2% ($603.1K/$334.8M)	QoQ -12.43% (-$85.7K) YoY +2.02% (+$12.0K)
(cusip09789C812)✕	12.6K	QoQ NEW(+12.6K) YoY NEW(+12.6K)	All Managers (Combined)	$585.2K	0.2% ($585.2K/$334.8M)	QoQ NEW(+$585.2K) YoY NEW(+$585.2K)
(cusip808524706)✕	21.0K	QoQ +2.99% (+610) YoY +5.72% (+1.1K)	All Managers (Combined)	$578.2K	0.2% ($578.2K/$334.8M)	QoQ +6.63% (+$36.0K) YoY +15.44% (+$77.3K)
Nano-X Imaging Ltd.(NNOXcusipM70700105)	115.2K	QoQ -1.07% (-1.3K) YoY +9.47% (-10.0K)	All Managers (Combined)	$575.4K	0.2% ($575.4K/$334.8M)	QoQ -31.36% (-$263.0K) YoY -44.02% (-$452.6K)
Apollo Global Management, Inc.(APOcusip03769M106)	4.2K	QoQ 0.00% (-0) YoY -46.28% (-3.6K)	All Managers (Combined)	$573.8K	0.2% ($573.8K/$334.8M)	QoQ -17.08% (-$118.2K) YoY -34.58% (-$303.3K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.1K	QoQ +8.97% (+90) YoY +67.63% (+441)	All Managers (Combined)	$572.5K	0.2% ($572.5K/$334.8M)	QoQ +12.82% (+$65.1K) YoY +77.58% (+$250.1K)
(cusip464289867)✕	9.9K	QoQ -11.28% (-1.3K) YoY -6.58% (-698)	All Managers (Combined)	$569.8K	0.2% ($569.8K/$334.8M)	QoQ -10.90% (-$69.7K) YoY -3.40% (-$20.1K)
(cusip74347X831)✕	9.9K	QoQ 0.00% (-0) YoY +0.70% (-69)	All Managers (Combined)	$568.5K	0.2% ($568.5K/$334.8M)	QoQ -27.58% (-$216.6K) YoY -6.26% (-$38.0K)
Haleon plc(HLNcusip405552100)	53.8K	QoQ -5.09% (-2.9K) YoY -1.85% (-1.0K)	All Managers (Combined)	$553.6K	0.2% ($553.6K/$334.8M)	QoQ +2.36% (-$12.8K) YoY +18.95% (-$88.2K)
(cusip81369Y407)✕	2.8K	QoQ 0.00% (-0) YoY +3.42% (+92)	All Managers (Combined)	$548.8K	0.2% ($548.8K/$334.8M)	QoQ -11.97% (-$74.7K) YoY +11.07% (+$54.7K)