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

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APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:3.8K

Value:$545.9K

% of Portfolio:0.2% ($545.9K/$334.8M)

46434G103

IEMG|46434G103

Shares:10.1K

Value:$544.9K

% of Portfolio:0.2% ($544.9K/$334.8M)

Alphabet Inc.

GOOG|02079K107

Shares:3.4K

Value:$536.3K

% of Portfolio:0.2% ($536.3K/$334.8M)

Merck & Co., Inc.

MRK|58933Y105

Shares:6.0K

Value:$534.3K

% of Portfolio:0.2% ($534.3K/$334.8M)

09290C509

Shares:8.8K

Value:$533.4K

% of Portfolio:0.2% ($533.4K/$334.8M)

LABCORP HOLDINGS INC.

LH|504922105

Shares:2.3K

Value:$533.4K

% of Portfolio:0.2% ($533.4K/$334.8M)

69374H105

Shares:10.1K

Value:$519.5K

% of Portfolio:0.2% ($519.5K/$334.8M)

AMDOCS LTD

DOX|G02602103

Shares:5.5K

Value:$502.3K

% of Portfolio:0.2% ($502.3K/$334.8M)

46434G764

EMXC|46434G764

Shares:9.0K

Value:$494.4K

% of Portfolio:0.1% ($494.4K/$334.8M)

46138G649

Shares:2.5K

Value:$492.2K

% of Portfolio:0.1% ($492.2K/$334.8M)

Finwise Bancorp

FINW|31813A109

Shares:28.0K

Value:$490.7K

% of Portfolio:0.1% ($490.7K/$334.8M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:1.1K

Value:$486.1K

% of Portfolio:0.1% ($486.1K/$334.8M)

DuPont de Nemours, Inc.

DD|26614N102

Shares:6.2K

Value:$465.5K

% of Portfolio:0.1% ($465.5K/$334.8M)

46438F101

Shares:9.8K

Value:$461.1K

% of Portfolio:0.1% ($461.1K/$334.8M)

Ulta Beauty, Inc.

ULTA|90384S303

Shares:1.3K

Value:$459.6K

% of Portfolio:0.1% ($459.6K/$334.8M)

COGNIZANT TECHNOLOGY SOLUTIONS CORP

CTSH|192446102

Shares:5.9K

Value:$454.8K

% of Portfolio:0.1% ($454.8K/$334.8M)

Mastercard Inc

MA|57636Q104

Shares:827

Value:$453.3K

% of Portfolio:0.1% ($453.3K/$334.8M)

78463X152

Shares:8.2K

Value:$452.5K

% of Portfolio:0.1% ($452.5K/$334.8M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:5.8K

Value:$451.5K

% of Portfolio:0.1% ($451.5K/$334.8M)

69374H303

Shares:6.3K

Value:$446.4K

% of Portfolio:0.1% ($446.4K/$334.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
APPLIED MATERIALS INC /DE(AMATcusip038222105)	3.8K	QoQ 0.00% (-0) YoY -0.10% (-4)	All Managers (Combined)	$545.9K	0.2% ($545.9K/$334.8M)	QoQ -10.76% (-$65.9K) YoY -29.70% (-$230.7K)
(IEMGcusip46434G103)	10.1K	QoQ +30.64% (+2.4K) YoY +9.97% (+916)	All Managers (Combined)	$544.9K	0.2% ($544.9K/$334.8M)	QoQ +35.02% (+$141.3K) YoY +15.02% (+$71.2K)
Alphabet Inc.(GOOGcusip02079K107)	3.4K	QoQ +2.84% (-95) YoY +114.50% (+1.8K)	All Managers (Combined)	$536.3K	0.2% ($536.3K/$334.8M)	QoQ -15.62% (-$99.3K) YoY +120.12% (+$292.6K)
Merck & Co., Inc.(MRKcusip58933Y105)	6.0K	QoQ +2.93% (-170) YoY +4.34% (-248)	All Managers (Combined)	$534.3K	0.2% ($534.3K/$334.8M)	QoQ -7.12% (-$41.0K) YoY -29.02% (-$218.5K)
(cusip09290C509)✕	8.8K	QoQ +13.82% (+1.1K) YoY +85.22% (+4.0K)	All Managers (Combined)	$533.4K	0.2% ($533.4K/$334.8M)	QoQ +7.70% (+$38.1K) YoY +95.53% (+$260.6K)
LABCORP HOLDINGS INC.(LHcusip504922105)	2.3K	QoQ +5.13% (+112) YoY NEW(+2.3K)	All Managers (Combined)	$533.4K	0.2% ($533.4K/$334.8M)	QoQ +6.70% (+$33.5K) YoY NEW(+$533.4K)
(cusip69374H105)✕	10.1K	QoQ +0.10% (-11) YoY +3.17% (+311)	All Managers (Combined)	$519.5K	0.2% ($519.5K/$334.8M)	QoQ -3.62% (-$19.5K) YoY +11.23% (+$52.5K)
AMDOCS LTD(DOXcusipG02602103)	5.5K	QoQ +7.28% (+373) YoY +38.04% (+1.5K)	All Managers (Combined)	$502.3K	0.2% ($502.3K/$334.8M)	QoQ +15.30% (+$66.7K) YoY +39.77% (+$142.9K)
(EMXCcusip46434G764)	9.0K	QoQ +31.06% (+2.1K) YoY NEW(+9.0K)	All Managers (Combined)	$494.4K	0.1% ($494.4K/$334.8M)	QoQ +30.20% (+$114.7K) YoY NEW(+$494.4K)
(cusip46138G649)✕	2.5K	QoQ -0.27% (-7) YoY NEW(+2.5K)	All Managers (Combined)	$492.2K	0.1% ($492.2K/$334.8M)	QoQ -8.53% (-$45.9K) YoY NEW(+$492.2K)
Finwise Bancorp(FINWcusip31813A109)	28.0K	QoQ NEW(+28.0K) YoY NEW(+28.0K)	All Managers (Combined)	$490.7K	0.1% ($490.7K/$334.8M)	QoQ NEW(+$490.7K) YoY NEW(+$490.7K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	1.1K	QoQ +4.11% (-43) YoY +56.99% (+395)	All Managers (Combined)	$486.1K	0.1% ($486.1K/$334.8M)	QoQ -4.27% (-$21.7K) YoY +54.15% (+$170.8K)
DuPont de Nemours, Inc.(DDcusip26614N102)	6.2K	QoQ +4.93% (+293) YoY NEW(+6.2K)	All Managers (Combined)	$465.5K	0.1% ($465.5K/$334.8M)	QoQ +2.77% (+$12.6K) YoY NEW(+$465.5K)
(cusip46438F101)✕	9.8K	QoQ NEW(+9.8K) YoY NEW(+9.8K)	All Managers (Combined)	$461.1K	0.1% ($461.1K/$334.8M)	QoQ NEW(+$461.1K) YoY NEW(+$461.1K)
Ulta Beauty, Inc.(ULTAcusip90384S303)	1.3K	QoQ +11.66% (-131) YoY NEW(+1.3K)	All Managers (Combined)	$459.6K	0.1% ($459.6K/$334.8M)	QoQ -5.89% (-$28.8K) YoY NEW(+$459.6K)
COGNIZANT TECHNOLOGY SOLUTIONS CORP(CTSHcusip192446102)	5.9K	QoQ +0.06% (-4) YoY +32.14% (+1.4K)	All Managers (Combined)	$454.8K	0.1% ($454.8K/$334.8M)	QoQ -0.44% (-$2.0K) YoY +37.95% (+$125.1K)
Mastercard Inc(MAcusip57636Q104)	827	QoQ -1.66% (-14) YoY +25.49% (+168)	All Managers (Combined)	$453.3K	0.1% ($453.3K/$334.8M)	QoQ +2.36% (-$10.5K) YoY +42.84% (+$136.0K)
(cusip78463X152)✕	8.2K	QoQ 0.00% (+0) YoY -27.30% (-3.1K)	All Managers (Combined)	$452.5K	0.1% ($452.5K/$334.8M)	QoQ +8.61% (+$35.9K) YoY -26.05% (-$159.5K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	5.8K	QoQ -1.56% (-92) YoY +22.64% (+1.1K)	All Managers (Combined)	$451.5K	0.1% ($451.5K/$334.8M)	QoQ +4.10% (-$17.8K) YoY +32.71% (+$111.3K)
(cusip69374H303)✕	6.3K	QoQ +0.31% (-20) YoY +2.61% (+160)	All Managers (Combined)	$446.4K	0.1% ($446.4K/$334.8M)	QoQ -3.75% (-$17.4K) YoY +6.09% (+$25.7K)