Portfolio (Quarterly)
Guide ↗
Tempus Wealth Planning, LLC
· CIK 0001806428| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 21,510 | $1.2M | 0.28% | SOLD |
| 2 | AVDV | AMERICAN CENTY ETF TR | — | 10,127 | $902K | 0.21% | SOLD |
| 3 | EET | PROSHARES TR | — | 9,235 | $709K | 0.16% | SOLD |
| 4 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 2,049 | $662K | 0.15% | SOLD |
| 5 | PYPL | PAYPAL HLDGS INC | Financial Services | 9,087 | $609K | 0.14% | SOLD |
| 6 | MOH | MOLINA HEALTHCARE INC | Healthcare | 3,172 | $607K | 0.14% | SOLD |
| 7 | ICVT | ISHARES TR | — | 5,956 | $596K | 0.14% | SOLD |
| 8 | ETHA | ISHARES ETHEREUM TR | Financial Services | 12,659 | $399K | 0.09% | SOLD |
| 9 | — | CONFLUENT INC | — | 13,853 | $274K | 0.06% | SOLD |
| 10 | — | ISHARES TR | — | 11,619 | $270K | 0.06% | SOLD |
| 11 | INSP | INSPIRE MED SYS INC | Healthcare | 3,562 | $264K | 0.06% | SOLD |
| 12 | RWR | SPDR SERIES TRUST | — | 2,574 | $258K | 0.06% | SOLD |
| 13 | PTNQ | PACER FDS TR | — | 3,076 | $238K | 0.06% | SOLD |
| 14 | KMI | KINDER MORGAN INC DEL | Energy | 8,391 | $238K | 0.06% | SOLD |
| 15 | SBUX | STARBUCKS CORP | Consumer Cyclical | 2,798 | $237K | 0.05% | SOLD |
| 16 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 1,422 | $219K | 0.05% | SOLD |
| 17 | ENB | ENBRIDGE INC | Energy | 4,314 | $218K | 0.05% | SOLD |
| 18 | IJR | ISHARES TR | — | 1,789 | $213K | 0.05% | SOLD |
| 19 | MJ | AMPLIFY ETF TR | — | 5,622 | $210K | 0.05% | SOLD |
| 20 | PANW | PALO ALTO NETWORKS INC | Technology | 1,019 | $207K | 0.05% | SOLD |
Sector Allocation
Technology
23.4%
Industrials
20.3%
Financial Services
17.0%
Consumer Cyclical
10.4%
Healthcare
9.2%
Utilities
7.2%
Communication Services
6.5%
Consumer Defensive
4.4%
Energy
1.1%
Basic Materials
0.2%