Portfolio (Quarterly)
Guide ↗
Tempus Wealth Planning, LLC
· CIK 0001806428| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | KO | COCA COLA CO | Consumer Defensive | 4,705.0 | $382K | 0.07% | -2K | -26.8% | $81.26 | +12.8% |
| 202 | NVO | NOVO-NORDISK A S | Healthcare | 7,909.0 | $379K | 0.07% | -5K | -37.2% | $47.94 | +1.5% |
| 203 | Q | QNITY ELECTRONICS INC | Technology | 2,314.0 | $378K | 0.07% | -955.0 | -29.2% | $163.31 | -22.5% |
| 204 | CHAT | TIDAL TRUST II | — | 3,815.0 | $376K | 0.07% | — | — | $98.68 | -11.6% |
| 205 | XLG | INVESCO EXCHANGE TRADED FD T | — | 6,069.0 | $372K | 0.07% | -14K | -70.4% | $61.23 | +1.4% |
| 206 | PYLD | PIMCO ETF TR | — | 13,998.0 | $371K | 0.07% | NEW | — | $26.52 | -0.8% |
| 207 | PINS | PINTEREST INC | Communication Services | 17,239.0 | $363K | 0.07% | -10K | -36.9% | $21.03 | +12.5% |
| 208 | EBAY | EBAY INC. | Consumer Cyclical | 3,205.0 | $358K | 0.07% | -33.0 | -1.0% | $111.75 | -5.1% |
| 209 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 354.0 | $358K | 0.07% | +61.0 | +20.8% | $1011.69 | +4.7% |
| 210 | CCD | CALAMOS DYNAMIC CONV & INCOM | Financial Services | 13,719.0 | $354K | 0.07% | — | — | $25.77 | -2.8% |
| 211 | ESGE | ISHARES INC | — | 6,457.0 | $353K | 0.07% | +179.0 | +2.9% | $54.69 | -1.1% |
| 212 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 10,520.0 | $350K | 0.07% | +1K | +15.8% | $33.29 | +34.3% |
| 213 | MCD | MCDONALDS CORP | Consumer Cyclical | 1,284.0 | $347K | 0.07% | +58.0 | +4.7% | $270.40 | -0.9% |
| 214 | ZS | ZSCALER INC | Technology | 2,411.0 | $340K | 0.07% | NEW | — | $141.15 | +19.3% |
| 215 | T | AT&T INC | Communication Services | 16,405.0 | $340K | 0.07% | — | — | $20.70 | +24.5% |
| 216 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 2,297.0 | $337K | 0.07% | NEW | — | $146.61 | -0.8% |
| 217 | EPD | ENTERPRISE PRODS PARTNERS L | — | 9,146.0 | $336K | 0.07% | -308.0 | -3.3% | $36.76 | — |
| 218 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 4,105.0 | $333K | 0.07% | NEW | — | $81.06 | +1.6% |
| 219 | VCIT | VANGUARD SCOTTSDALE FDS | — | 3,934.0 | $325K | 0.06% | +126.0 | +3.3% | $82.65 | -1.3% |
| 220 | MET | METLIFE INC | Financial Services | 3,840.0 | $325K | 0.06% | +86.0 | +2.3% | $84.61 | +13.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
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%