Portfolio (Quarterly)
Guide ↗
Tempus Wealth Planning, LLC
· CIK 0001806428| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | EFO | PROSHARES TR | — | 22,953 | $1.5M | 0.34% | SOLD |
| 2 | RECS | COLUMBIA ETF TR I | — | 27,400 | $1.1M | 0.26% | SOLD |
| 3 | HON | HONEYWELL INTL INC | Industrials | 5,103 | $996K | 0.23% | SOLD |
| 4 | XOVR | ENTREPRENEURSHARES SERIES TR | — | 30,000 | $604K | 0.14% | SOLD |
| 5 | RPD | RAPID7 INC | Technology | 37,339 | $568K | 0.13% | SOLD |
| 6 | OEF | ISHARES TR | — | 1,612 | $553K | 0.13% | SOLD |
| 7 | HLN | HALEON PLC | Healthcare | 53,562 | $542K | 0.12% | SOLD |
| 8 | EMB | ISHARES TR | — | 5,007 | $482K | 0.11% | SOLD |
| 9 | IYLD | ISHARES TR | — | 20,000 | $428K | 0.10% | SOLD |
| 10 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | Technology | 5,102 | $423K | 0.10% | SOLD |
| 11 | DOX | AMDOCS LTD | Technology | 5,242 | $422K | 0.10% | SOLD |
| 12 | RXST | RXSIGHT INC | Healthcare | 35,664 | $372K | 0.09% | SOLD |
| 13 | DKNG | DRAFTKINGS INC NEW | Consumer Cyclical | 10,733 | $370K | 0.09% | SOLD |
| 14 | ENPH | ENPHASE ENERGY INC | Energy | 9,701 | $311K | 0.07% | SOLD |
| 15 | VUSB | VANGUARD BD INDEX FDS | — | 6,154 | $307K | 0.07% | SOLD |
| 16 | TTD | THE TRADE DESK INC | Technology | 7,921 | $301K | 0.07% | SOLD |
| 17 | DXCM | DEXCOM INC | Healthcare | 4,216 | $280K | 0.06% | SOLD |
| 18 | ALVO | ALVOTECH | Healthcare | 53,880 | $276K | 0.06% | SOLD |
| 19 | — | FLUTTER ENTMT PLC | — | 1,269 | $273K | 0.06% | SOLD |
| 20 | S | SENTINELONE INC | Technology | 17,777 | $267K | 0.06% | SOLD |
Sector Allocation
Industrials
22.0%
Technology
21.7%
Financial Services
16.7%
Utilities
11.6%
Consumer Cyclical
8.9%
Healthcare
7.9%
Communication Services
4.8%
Consumer Defensive
4.2%
Energy
1.2%
Real Estate
1.1%