Portfolio (Quarterly)
Guide ↗
Tempus Wealth Planning, LLC
· CIK 0001806428| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | LEGN | LEGEND BIOTECH CORP | Healthcare | 12,217 | $266K | 0.06% | SOLD |
| 22 | DD | DUPONT DE NEMOURS INC | Basic Materials | 6,579 | $264K | 0.06% | SOLD |
| 23 | WFC | WELLS FARGO CO NEW | Financial Services | 2,833 | $264K | 0.06% | SOLD |
| 24 | UBER | UBER TECHNOLOGIES INC | Technology | 3,169 | $259K | 0.06% | SOLD |
| 25 | SLV | ISHARES SILVER TR | Financial Services | 4,011 | $258K | 0.06% | SOLD |
| 26 | DUOL | DUOLINGO INC | Technology | 1,445 | $254K | 0.06% | SOLD |
| 27 | CRM | SALESFORCE INC | Technology | 922 | $244K | 0.06% | SOLD |
| 28 | JKHY | HENRY JACK & ASSOC INC | Technology | 1,180 | $215K | 0.05% | SOLD |
| 29 | GIS | GENERAL MLS INC | Consumer Defensive | 4,320 | $201K | 0.05% | SOLD |
| 30 | AXP | AMERICAN EXPRESS CO | Financial Services | 543 | $201K | 0.05% | SOLD |
| 31 | — | EON RESOURCES INC | — | 12,000 | $5K | 0.00% | 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%