Portfolio (Quarterly)
Guide ↗
Tempus Wealth Planning, LLC
· CIK 0001806428| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 261 | GIS | GENERAL MLS INC | Consumer Defensive | 4,297.0 | $217K | 0.05% | NEW | — | $50.42 | -33.6% |
| 262 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,335.0 | $216K | 0.05% | NEW | — | $161.79 | +177.9% |
| 263 | DIVO | AMPLIFY ETF TR | — | 4,837.0 | $216K | 0.05% | NEW | — | $44.57 | +3.0% |
| 264 | GSK | GSK PLC | Healthcare | 4,928.0 | $213K | 0.05% | NEW | — | $43.16 | +19.4% |
| 265 | IJR | ISHARES TR | — | 1,789.0 | $213K | 0.05% | NEW | — | $118.81 | +14.7% |
| 266 | MJ | AMPLIFY ETF TR | — | 5,622.0 | $210K | 0.05% | NEW | — | $37.38 | -31.2% |
| 267 | — | J P MORGAN EXCHANGE TRADED F | — | 4,114.0 | $209K | 0.05% | NEW | — | $50.73 | — |
| 268 | CVS | CVS HEALTH CORP | Healthcare | 2,765.0 | $208K | 0.05% | NEW | — | $75.38 | +23.8% |
| 269 | PANW | PALO ALTO NETWORKS INC | Technology | 1,019.0 | $207K | 0.05% | NEW | — | $203.62 | +24.2% |
| 270 | FIW | FIRST TR EXCHANGE-TRADED FD | — | 1,835.0 | $206K | 0.05% | NEW | — | $112.37 | -9.8% |
| 271 | XSD | SPDR SERIES TRUST | — | 628.0 | $200K | 0.05% | NEW | — | $319.12 | +80.7% |
| 272 | MCK | MCKESSON CORP | Healthcare | 259.0 | $200K | 0.05% | NEW | — | $773.70 | -0.9% |
| 273 | F | FORD MTR CO | Consumer Cyclical | 12,631.0 | $151K | 0.04% | NEW | — | $11.96 | +14.3% |
| 274 | PHK | PIMCO HIGH INCOME FD | Financial Services | 23,426.0 | $117K | 0.03% | NEW | — | $4.99 | -9.4% |
| 275 | PDSB | PDS BIOTECHNOLOGY CORP | Healthcare | 47,800.0 | $48K | 0.01% | NEW | — | $1.01 | +14.9% |
| 276 | — | EON RESOURCES INC | — | 12,000.0 | $6K | 0.00% | NEW | — | $0.49 | — |
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
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%