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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46429B267

Shares:19.1K

Value:$439.8K

% of Portfolio:0.1% ($439.8K/$334.8M)

808524763

FNDA|808524763

Shares:15.8K

Value:$433.2K

% of Portfolio:0.1% ($433.2K/$334.8M)

Noble Corp plc

NE|G65431127

Shares:17.9K

Value:$423.1K

% of Portfolio:0.1% ($423.1K/$334.8M)

MOLINA HEALTHCARE, INC.

MOH|60855R100

Shares:1.3K

Value:$412.4K

% of Portfolio:0.1% ($412.4K/$334.8M)

74348A467

Shares:4.0K

Value:$411.9K

% of Portfolio:0.1% ($411.9K/$334.8M)

46435G193

Shares:17.8K

Value:$409.8K

% of Portfolio:0.1% ($409.8K/$334.8M)

AT&T INC.

T|00206R102

Shares:14.5K

Value:$409.1K

% of Portfolio:0.1% ($409.1K/$334.8M)

Evolent Health, Inc.

EVH|30050B101

Shares:43.2K

Value:$409.0K

% of Portfolio:0.1% ($409.0K/$334.8M)

46436E767

Shares:8.7K

Value:$407.7K

% of Portfolio:0.1% ($407.7K/$334.8M)

TransMedics Group, Inc.

TMDX|89377M109

Shares:6.1K

Value:$407.6K

% of Portfolio:0.1% ($407.6K/$334.8M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:6.2K

Value:$406.6K

% of Portfolio:0.1% ($406.6K/$334.8M)

NIKE, Inc.

NKE|654106103

Shares:6.4K

Value:$405.5K

% of Portfolio:0.1% ($405.5K/$334.8M)

808524730

Shares:13.0K

Value:$401.8K

% of Portfolio:0.1% ($401.8K/$334.8M)

HUMANA INC

HUM|444859102

Shares:1.5K

Value:$396.6K

% of Portfolio:0.1% ($396.6K/$334.8M)

FRANCO NEVADA Corp

FNV|351858105

Shares:2.5K

Value:$392.3K

% of Portfolio:0.1% ($392.3K/$334.8M)

97717W208

Shares:3.9K

Value:$387.3K

% of Portfolio:0.1% ($387.3K/$334.8M)

MCDONALDS CORP

MCD|580135101

Shares:1.2K

Value:$382.4K

% of Portfolio:0.1% ($382.4K/$334.8M)

464289875

Shares:8.7K

Value:$382.3K

% of Portfolio:0.1% ($382.3K/$334.8M)

464287226

Shares:3.8K

Value:$378.9K

% of Portfolio:0.1% ($378.9K/$334.8M)

Tenable Holdings, Inc.

TENB|88025T102

Shares:10.8K

Value:$377.8K

% of Portfolio:0.1% ($377.8K/$334.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46429B267)✕	19.1K	QoQ -12.80% (-2.8K) YoY -23.62% (-5.9K)	All Managers (Combined)	$439.8K	0.1% ($439.8K/$334.8M)	QoQ -12.78% (-$64.5K) YoY -22.90% (-$130.6K)
(FNDAcusip808524763)	15.8K	QoQ +3.47% (-531) YoY +120.07% (+8.6K)	All Managers (Combined)	$433.2K	0.1% ($433.2K/$334.8M)	QoQ -4.57% (-$20.8K) YoY +5.69% (+$23.4K)
Noble Corp plc(NEcusipG65431127)	17.9K	QoQ +140.31% (+10.4K) YoY NEW(+17.9K)	All Managers (Combined)	$423.1K	0.1% ($423.1K/$334.8M)	QoQ +81.38% (+$189.8K) YoY NEW(+$423.1K)
MOLINA HEALTHCARE, INC.(MOHcusip60855R100)	1.3K	QoQ +51.94% (+428) YoY NEW(+1.3K)	All Managers (Combined)	$412.4K	0.1% ($412.4K/$334.8M)	QoQ +71.95% (+$172.6K) YoY NEW(+$412.4K)
(cusip74348A467)✕	4.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$411.9K	0.1% ($411.9K/$334.8M)	QoQ +2.64% (+$10.6K) YoY +0.75% (+$3.1K)
(cusip46435G193)✕	17.8K	QoQ +27.29% (+3.8K) YoY +49.79% (+5.9K)	All Managers (Combined)	$409.8K	0.1% ($409.8K/$334.8M)	QoQ +29.19% (+$92.6K) YoY +50.25% (+$137.0K)
AT&T INC.(Tcusip00206R102)	14.5K	QoQ +0.02% (+3) YoY +0.89% (+129)	All Managers (Combined)	$409.1K	0.1% ($409.1K/$334.8M)	QoQ +24.22% (+$79.8K) YoY +62.12% (+$156.8K)
Evolent Health, Inc.(EVHcusip30050B101)	43.2K	QoQ +102.58% (+21.9K) YoY NEW(+43.2K)	All Managers (Combined)	$409.0K	0.1% ($409.0K/$334.8M)	QoQ +70.53% (+$169.2K) YoY NEW(+$409.0K)
(cusip46436E767)✕	8.7K	QoQ +2.29% (-196) YoY +30.93% (+2.1K)	All Managers (Combined)	$407.7K	0.1% ($407.7K/$334.8M)	QoQ -3.97% (-$16.9K) YoY +35.34% (+$106.5K)
TransMedics Group, Inc.(TMDXcusip89377M109)	6.1K	QoQ +9.15% (+508) YoY NEW(+6.1K)	All Managers (Combined)	$407.6K	0.1% ($407.6K/$334.8M)	QoQ +17.78% (+$61.5K) YoY NEW(+$407.6K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	6.2K	QoQ -11.51% (-811) YoY -45.12% (-5.1K)	All Managers (Combined)	$406.6K	0.1% ($406.6K/$334.8M)	QoQ -32.35% (-$194.4K) YoY -46.54% (-$354.0K)
NIKE, Inc.(NKEcusip654106103)	6.4K	QoQ +9.49% (-554) YoY +76.36% (+2.8K)	All Managers (Combined)	$405.5K	0.1% ($405.5K/$334.8M)	QoQ -8.14% (-$35.9K) YoY +19.14% (+$65.2K)
(cusip808524730)✕	13.0K	QoQ +3.17% (+402) YoY +7.67% (+930)	All Managers (Combined)	$401.8K	0.1% ($401.8K/$334.8M)	QoQ +9.39% (+$34.5K) YoY +19.46% (+$65.5K)
HUMANA INC(HUMcusip444859102)	1.5K	QoQ +70.72% (+621) YoY NEW(+1.5K)	All Managers (Combined)	$396.6K	0.1% ($396.6K/$334.8M)	QoQ +78.05% (+$173.9K) YoY NEW(+$396.6K)
FRANCO NEVADA Corp(FNVcusip351858105)	2.5K	QoQ 0.00% (+0) YoY -37.13% (-1.5K)	All Managers (Combined)	$392.3K	0.1% ($392.3K/$334.8M)	QoQ +33.99% (+$99.5K) YoY -16.88% (-$79.7K)
(cusip97717W208)✕	3.9K	QoQ NEW(+3.9K) YoY NEW(+3.9K)	All Managers (Combined)	$387.3K	0.1% ($387.3K/$334.8M)	QoQ NEW(+$387.3K) YoY NEW(+$387.3K)
MCDONALDS CORP(MCDcusip580135101)	1.2K	QoQ 0.00% (+0) YoY +5.97% (+69)	All Managers (Combined)	$382.4K	0.1% ($382.4K/$334.8M)	QoQ +7.80% (+$27.7K) YoY +17.38% (+$56.6K)
(cusip464289875)✕	8.7K	QoQ -3.67% (-332) YoY NEW(+8.7K)	All Managers (Combined)	$382.3K	0.1% ($382.3K/$334.8M)	QoQ -2.69% (-$10.6K) YoY NEW(+$382.3K)
(cusip464287226)✕	3.8K	QoQ +2.95% (+110) YoY -12.87% (-566)	All Managers (Combined)	$378.9K	0.1% ($378.9K/$334.8M)	QoQ +5.10% (+$18.4K) YoY -12.00% (-$51.7K)
Tenable Holdings, Inc.(TENBcusip88025T102)	10.8K	QoQ +60.27% (+4.1K) YoY NEW(+10.8K)	All Managers (Combined)	$377.8K	0.1% ($377.8K/$334.8M)	QoQ +42.36% (+$112.4K) YoY NEW(+$377.8K)