Portfolio (Quarterly)
Guide ↗
Tempo Wealth, LLC
· CIK 0002112005| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | EFA | ISHARES TR | — | 44,160.0 | $4.3M | 0.75% | +5K | +12.3% | $97.13 | +8.2% |
| 22 | JNJ | JOHNSON & JOHNSON | Healthcare | 17,153.0 | $4.2M | 0.73% | +171.0 | +1.0% | $244.44 | -5.8% |
| 23 | TSLA | TESLA INC | Consumer Cyclical | 11,088.0 | $4.1M | 0.72% | +244.0 | +2.2% | $371.74 | +16.6% |
| 24 | JPM | JPMORGAN CHASE & CO | Financial Services | 13,484.0 | $4.0M | 0.69% | +2K | +19.3% | $294.16 | +4.3% |
| 25 | — | BERKSHIRE HATHAWAY INC DEL | — | 8,131.0 | $3.9M | 0.68% | +271.0 | +3.5% | $479.22 | — |
| 26 | MDYG | SPDR SERIES TRUST | — | 40,401.0 | $3.9M | 0.68% | +3K | +8.0% | $95.96 | +13.4% |
| 27 | BSCS | INVESCO EXCH TRD SLF IDX FD | — | 168,642.0 | $3.4M | 0.60% | +49K | +40.7% | $20.42 | -0.3% |
| 28 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 21,927.0 | $3.2M | 0.56% | +3K | +15.4% | $146.28 | -6.6% |
| 29 | LOW | LOWES COS INC | Consumer Cyclical | 13,005.0 | $3.1M | 0.54% | +1K | +8.7% | $236.28 | -10.2% |
| 30 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 3,600.0 | $3.0M | 0.53% | +354.0 | +10.9% | $845.98 | +17.6% |
| 31 | TLT | ISHARES TR | — | 29,729.0 | $2.6M | 0.45% | +9K | +43.2% | $86.69 | -1.9% |
| 32 | XLK | SELECT SECTOR SPDR TR | — | 19,162.0 | $2.5M | 0.44% | +244.0 | +1.3% | $132.90 | +39.4% |
| 33 | SLYG | SPDR SERIES TRUST | — | 25,788.0 | $2.5M | 0.43% | +2K | +7.6% | $96.62 | +14.0% |
| 34 | V | VISA INC | Financial Services | 7,958.0 | $2.4M | 0.42% | +135.0 | +1.7% | $302.23 | +8.0% |
| 35 | BSCR | INVESCO EXCH TRD SLF IDX FD | — | 108,628.0 | $2.1M | 0.37% | +36K | +48.8% | $19.62 | +0.0% |
| 36 | WMT | WALMART INC | Consumer Defensive | 16,295.0 | $2.0M | 0.35% | +3K | +21.1% | $124.28 | -3.2% |
| 37 | SO | SOUTHERN CO | Utilities | 20,295.0 | $2.0M | 0.34% | +3K | +19.7% | $96.52 | -2.5% |
| 38 | RKLB | ROCKET LAB CORP | Industrials | 27,277.0 | $1.8M | 0.30% | +823.0 | +3.1% | $64.22 | +123.0% |
| 39 | VWO | VANGUARD INTL EQUITY INDEX F | — | 31,857.0 | $1.7M | 0.30% | +14K | +83.4% | $54.05 | +11.4% |
| 40 | BLK | BLACKROCK INC | Financial Services | 1,779.0 | $1.7M | 0.30% | +248.0 | +16.2% | $961.95 | +12.0% |
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
28.4%
Financial Services
26.5%
Technology
22.7%
Communication Services
7.4%
Consumer Cyclical
6.9%
Consumer Defensive
2.8%
Healthcare
2.5%
Utilities
1.6%
Energy
0.6%
Basic Materials
0.5%