Portfolio (Quarterly)
Guide ↗
Tempo Wealth, LLC
· CIK 0002112005| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | ENB | ENBRIDGE INC | Energy | 4,261.0 | $231K | 0.04% | +25.0 | +0.6% | $54.14 | +5.3% |
| 122 | OWL | BLUE OWL CAPITAL INC | Financial Services | 24,683.0 | $225K | 0.04% | +9K | +55.4% | $9.13 | +10.6% |
| 123 | JPC | NUVEEN PFD & INCOME OPPORTUN | Financial Services | 13,233.0 | $100K | 0.02% | +199.0 | +1.5% | $7.54 | +4.8% |
| 124 | EZRA | RELIANCE GLOBAL GROUP INC | Financial Services | 26,377.0 | $5K | 0.00% | +12K | +82.4% | $0.18 | +2148.5% |
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%