Portfolio (Quarterly)
Guide ↗
Tempo Wealth, LLC
· CIK 0002112005| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 4,090.0 | $991K | 0.17% | +933.0 | +29.6% | $242.37 | -12.9% |
| 62 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 2,430.0 | $949K | 0.17% | +925.0 | +61.5% | $97.61 | +111.8% |
| 63 | BX | BLACKSTONE INC | Financial Services | 7,815.0 | $899K | 0.16% | +848.0 | +12.2% | $114.98 | +10.5% |
| 64 | IEFA | ISHARES TR | — | 9,831.0 | $890K | 0.15% | +316.0 | +3.3% | $90.53 | +7.7% |
| 65 | LLY | ELI LILLY & CO | Healthcare | 932.0 | $857K | 0.15% | +53.0 | +6.0% | $919.36 | +25.8% |
| 66 | LTBR | LIGHTBRIDGE CORP | Industrials | 68,363.0 | $729K | 0.13% | +5K | +8.0% | $10.66 | -27.1% |
| 67 | IVE | ISHARES TR | — | 3,441.0 | $727K | 0.13% | +343.0 | +11.1% | $211.17 | +9.0% |
| 68 | RTX | RTX CORPORATION | Industrials | 3,755.0 | $724K | 0.13% | +415.0 | +12.4% | $192.90 | +1.5% |
| 69 | GE | GE AEROSPACE | Industrials | 2,492.0 | $707K | 0.12% | +849.0 | +51.7% | $283.72 | +27.0% |
| 70 | — | FORTINET INC | — | 8,552.0 | $699K | 0.12% | +1K | +20.4% | $81.72 | — |
| 71 | LMT | LOCKHEED MARTIN CORP | Industrials | 1,144.0 | $691K | 0.12% | +185.0 | +19.3% | $604.31 | -14.9% |
| 72 | MRVL | MARVELL TECHNOLOGY INC | Technology | 6,625.0 | $656K | 0.11% | +159.0 | +2.5% | $99.05 | +108.2% |
| 73 | WM | WASTE MGMT INC DEL | Industrials | 2,796.0 | $642K | 0.11% | +391.0 | +16.3% | $229.79 | +2.0% |
| 74 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 16,054.0 | $617K | 0.11% | +8K | +88.5% | $38.42 | -4.2% |
| 75 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 146.0 | $613K | 0.11% | +1.0 | +0.7% | $167.89 | +8.9% |
| 76 | ABBV | ABBVIE INC | Healthcare | 2,800.0 | $609K | 0.11% | +55.0 | +2.0% | $217.47 | +12.3% |
| 77 | XAR | SPDR SERIES TRUST | — | 2,393.0 | $608K | 0.11% | +634.0 | +36.0% | $253.94 | +4.9% |
| 78 | DE | DEERE & CO | Industrials | 1,051.0 | $592K | 0.10% | +39.0 | +3.9% | $563.08 | +4.7% |
| 79 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 2,745.0 | $571K | 0.10% | +223.0 | +8.8% | $208.11 | +22.1% |
| 80 | RGTI | RIGETTI COMPUTING INC | Technology | 40,645.0 | $571K | 0.10% | +13K | +45.9% | $14.04 | +8.6% |
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%