Portfolio (Quarterly)
Guide ↗
Tempo Wealth, LLC
· CIK 0002112005| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | IWR | ISHARES TR | — | 2,245.0 | $216K | 0.04% | NEW | — | $96.28 | +11.0% |
| 202 | OMF | ONEMAIN HLDGS INC | Financial Services | 3,199.0 | $216K | 0.04% | NEW | — | $67.55 | -20.6% |
| 203 | LMBS | FIRST TR EXCHANGE-TRADED FD | — | 4,278.0 | $214K | 0.04% | NEW | — | $49.99 | -0.6% |
| 204 | TXN | TEXAS INSTRS INC | Technology | 1,211.0 | $210K | 0.04% | NEW | — | $173.48 | +86.1% |
| 205 | VFH | VANGUARD WORLD FD | — | 1,567.0 | $209K | 0.04% | NEW | — | $133.49 | -4.7% |
| 206 | DDOG | DATADOG INC | Technology | 1,530.0 | $208K | 0.04% | NEW | — | $135.99 | +65.3% |
| 207 | GDX | VANECK ETF TRUST | — | 2,422.0 | $208K | 0.04% | NEW | — | $85.77 | +2.7% |
| 208 | D | DOMINION ENERGY INC | Utilities | 3,522.0 | $206K | 0.04% | NEW | — | $58.59 | +15.5% |
| 209 | BROS | DUTCH BROS INC | Consumer Cyclical | 3,312.0 | $203K | 0.04% | NEW | — | $61.22 | -13.4% |
| 210 | ENB | ENBRIDGE INC | Energy | 4,236.0 | $203K | 0.04% | NEW | — | $47.83 | +18.8% |
| 211 | TFC | TRUIST FINL CORP | Financial Services | 4,086.0 | $201K | 0.04% | NEW | — | $49.21 | -1.4% |
| 212 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 355.0 | $201K | 0.04% | NEW | — | $566.36 | -22.4% |
| 213 | JPC | NUVEEN PFD & INCOME OPPORTUN | Financial Services | 13,034.0 | $106K | 0.02% | NEW | — | $8.11 | -3.4% |
| 214 | EZRA | RELIANCE GLOBAL GROUP INC | Financial Services | 14,461.0 | $7K | 0.00% | NEW | — | $0.51 | +658.3% |
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
Financial Services
26.8%
Industrials
26.8%
Technology
24.4%
Communication Services
7.7%
Consumer Cyclical
7.4%
Healthcare
2.4%
Consumer Defensive
2.3%
Utilities
1.3%
Basic Materials
0.5%
Energy
0.3%