BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Tempus Wealth Planning, LLC

· CIK 0001806428
13F Portfolio $436M AUM Filed Nov 6, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 276 New
Page 12 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ENPH ENPHASE ENERGY INC Energy 8,556.0 $303K 0.07% NEW $35.39 +76.2%
222 PZA INVESCO EXCH TRADED FD TR II 13,025.0 $301K 0.07% NEW $23.09 -0.7%
223 INTC INTEL CORP Technology 8,897.0 $299K 0.07% NEW $33.55 +253.2%
224 EPD ENTERPRISE PRODS PARTNERS L Energy 9,492.0 $297K 0.07% NEW $31.27 +26.2%
225 CCD CALAMOS DYNAMIC CONV & INCOM Financial Services 13,719.0 $289K 0.07% NEW $21.04 +15.6%
226 COP CONOCOPHILLIPS Energy 3,050.0 $288K 0.07% NEW $94.59 +27.4%
227 QGRW WISDOMTREE TR 5,011.0 $287K 0.07% NEW $57.36 +13.7%
228 NFLX NETFLIX INC Communication Services 238.0 $285K 0.07% NEW $1198.92 -92.6%
229 VUSB VANGUARD BD INDEX FDS 5,700.0 $285K 0.07% NEW $50.00 -0.5%
230 FDN FIRST TR EXCHANGE-TRADED FD 1,010.0 $283K 0.07% NEW $279.84 -2.9%
231 HSIC HENRY SCHEIN INC Healthcare 4,233.0 $281K 0.06% NEW $66.37 +10.7%
232 WFC WELLS FARGO CO NEW Financial Services 3,311.0 $278K 0.06% NEW $83.82 -9.6%
233 ALVO ALVOTECH Healthcare 33,806.0 $277K 0.06% NEW $8.19 -58.7%
234 DXCM DEXCOM INC Healthcare 4,113.0 $277K 0.06% NEW $67.29 +6.9%
235 PTLC PACER FDS TR 5,010.0 $274K 0.06% NEW $54.76 +5.5%
236 CONFLUENT INC 13,853.0 $274K 0.06% NEW $19.80
237 ISHARES TR 11,619.0 $270K 0.06% NEW $23.22
238 AOK ISHARES TR 6,709.0 $269K 0.06% NEW $40.16 +2.4%
239 ESGE ISHARES INC 6,190.0 $269K 0.06% NEW $43.42 +21.3%
240 ACVA ACV AUCTIONS INC Consumer Cyclical 26,743.0 $265K 0.06% NEW $9.91 -40.5%
Page 12 of 14  ·  276 positions

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
Technology 23.9%
Industrials 19.8%
Financial Services 18.3%
Consumer Cyclical 10.2%
Healthcare 8.7%
Utilities 6.9%
Communication Services 5.8%
Consumer Defensive 4.5%
Energy 1.3%
Basic Materials 0.4%