Portfolio (Quarterly)
Guide ↗
Tempo Wealth, LLC
· CIK 0002112005| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | XLI | SELECT SECTOR SPDR TR | — | 9,906.0 | $1.6M | 0.28% | +2K | +30.2% | $161.73 | +7.7% |
| 62 | DVY | ISHARES TR | — | 10,470.0 | $1.6M | 0.28% | +341.0 | +3.4% | $151.40 | +2.5% |
| 63 | VEA | VANGUARD TAX-MANAGED FDS | — | 23,745.0 | $1.5M | 0.27% | +166.0 | +0.7% | $64.08 | +11.9% |
| 64 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 4,360.0 | $1.5M | 0.26% | +738.0 | +20.4% | $345.15 | -9.6% |
| 65 | BUFR | FIRST TR EXCHNG TRADED FD VI | — | 43,562.0 | $1.5M | 0.26% | -9K | -16.4% | $33.77 | +7.6% |
| 66 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 4,532.0 | $1.5M | 0.25% | — | — | $320.55 | -2.9% |
| 67 | VRT | VERTIV HOLDINGS CO | Industrials | 5,790.0 | $1.5M | 0.25% | +491.0 | +9.3% | $250.58 | +29.9% |
| 68 | CEG | CONSTELLATION ENERGY CORP | Utilities | 5,181.0 | $1.4M | 0.25% | +562.0 | +12.2% | $279.26 | +8.7% |
| 69 | HD | HOME DEPOT INC | Consumer Cyclical | 4,323.0 | $1.4M | 0.25% | -30.0 | -0.7% | $328.88 | -6.0% |
| 70 | XOM | EXXON MOBIL CORP | Energy | 8,250.0 | $1.4M | 0.24% | +1K | +21.0% | $169.66 | -11.6% |
| 71 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 9,653.0 | $1.4M | 0.24% | +866.0 | +9.9% | $144.44 | -1.2% |
| 72 | USIG | ISHARES TR | — | 27,099.0 | $1.4M | 0.24% | +4K | +18.3% | $51.23 | -0.2% |
| 73 | MGK | VANGUARD WORLD FD | — | 3,714.0 | $1.4M | 0.24% | -373.0 | -9.1% | $367.43 | -75.6% |
| 74 | EFAV | ISHARES TR | — | 14,894.0 | $1.4M | 0.24% | -173.0 | -1.1% | $91.37 | -0.3% |
| 75 | VIOO | VANGUARD ADMIRAL FDS INC | — | 11,720.0 | $1.3M | 0.23% | -106.0 | -0.9% | $114.83 | +12.2% |
| 76 | VTI | VANGUARD INDEX FDS | — | 4,160.0 | $1.3M | 0.23% | — | — | $320.84 | +15.0% |
| 77 | XLV | SELECT SECTOR SPDR TR | — | 8,703.0 | $1.3M | 0.22% | +988.0 | +12.8% | $146.60 | +1.5% |
| 78 | SOXX | ISHARES TR | — | 3,804.0 | $1.3M | 0.22% | +382.0 | +11.2% | $328.69 | +73.6% |
| 79 | ORCL | ORACLE CORP | Technology | 8,431.0 | $1.2M | 0.22% | -46.0 | -0.5% | $147.10 | +30.4% |
| 80 | XMLV | INVESCO EXCH TRADED FD TR II | — | 18,970.0 | $1.2M | 0.21% | -327.0 | -1.7% | $62.97 | +4.1% |
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%